Oracle plans a massive $45-50 billion capital raise to expand its cloud infrastructure for AI, backed by a record $523 billion order backlog. While securing its future in the AI race, the aggressive move exposes the tech giant to significant execution and financial risks as cash flow turns negative.
Google has agreed to a $135 million settlement to resolve a class-action lawsuit alleging unauthorized data collection by its Android operating system, pending court approval. The deal also mandates clearer user controls and disclosures.
First Pacific Advisors' FPA Crescent Fund disclosed it sold its position in tech giant Microsoft in Q4 2025. The value-focused fund explained the move was driven by a search for greater upside in other AI-related investments, despite acknowledging Microsoft's strong fundamentals.
While tech stocks dominate AI headlines, Welltower Inc. is leveraging artificial intelligence and demographic shifts to redefine senior living and create a powerful growth engine, positioning itself as a unique beneficiary of long-term healthcare trends.
MicroStrategy, led by Michael Saylor, has added another 855 Bitcoin to its corporate treasury, a $75.3 million acquisition that solidifies its position as the world's largest public holder of the cryptocurrency despite recent market volatility.
Investment firm Giverny Capital highlights insurance distributor TWFG as a key holding in its latest letter, revealing a challenging year where its value-focused strategy lagged the AI-fueled market rally.
Amid a challenging period for its share price, cybersecurity firm OneSpan is demonstrating a powerful operational turnaround, with its return on capital employed (ROCE) skyrocketing. This key profitability metric now vastly outpaces the industry, suggesting past investments are paying off and warranting a closer look from investors.
Tax professionals warn that routine oversights in retirement planning, side income reporting, and credit claims are eroding the financial health of middle-income households, with new rules making a review more urgent than ever.
Despite a steep decline from its highs, UiPath's pivot towards agentic AI and a path to sustained profitability is drawing investor scrutiny. We examine its valuation, competitive moat, and growth runway in a crowded field.
While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.
While savings accounts offer safety and liquidity, experts warn that historically low interest rates are silently eroding purchasing power. We examine the risks of idle cash and explore strategies to protect—and grow—your nest egg.
Klaviyo's shares have tumbled over 50% in the past year, raising questions about whether the sell-off presents a buying opportunity or signals deeper challenges. A closer look reveals a valuation puzzle, with different analytical frameworks painting conflicting pictures.
The Qatar Investment Authority has backed a new $200 million fund by Shorooq Partners, aiming to inject institutional capital into the region's mature startups and bridge a critical funding hurdle on the path to public listings.
A new federal loan aims to help the revived Buell Motorcycle Company scale production of its high-performance Super Cruiser, testing whether niche innovation can find a sustainable path in a competitive market.
Analyst Joe Laetsch raises HF Sinclair's price target, highlighting favorable crude differentials and a recent $38 million acquisition aimed at expanding its lubricants business, as the refiner lands on a list of top low-risk dividend stocks.
CIBC lowers OpenText's price target to $37, citing softer guidance and a watchful stance on the company's planned divestiture of non-core assets to sharpen its AI focus.
Despite a brutal 50% share price plunge over three months, Reitar Logtech Holdings (NASDAQ:RITR) exhibits underlying financial resilience. While its Return on Equity appears weak, the company's aggressive reinvestment strategy has fueled a remarkable 26% net income growth over five years, starkly outperforming its struggling industry. This analysis delves into the disconnect between short-term market sentiment and the firm's long-term operational engine.
While stocks priced between $10 and $50 can appear to offer an attractive balance of accessibility and maturity, not all are sound investments. We examine three companies in this range whose valuations and business prospects raise significant red flags for discerning investors.
While small-cap stocks can offer explosive growth potential, their limited scale and analyst coverage often mask deep-seated vulnerabilities. We examine three companies where the risks appear to outweigh the rewards.
A hefty cash reserve is typically a corporate strength, but for some companies, it signals stagnation rather than security. We examine three firms—Box, C3.ai, and Novavax—where significant net cash positions fail to offset concerns over growth prospects and valuation.
