Baron Discovery Fund's latest investor letter spotlights SiTime Corporation's (SITM) remarkable rally, attributing its surge to the company's pivotal role in next-generation AI and communication infrastructure. While the fund underperformed its benchmark in Q4, it remains bullish on a high-growth 2026.
Baron Discovery Fund increased its stake in indie Semiconductor (INDI) in Q4 2025, signaling conviction in the automotive chip designer despite recent share price weakness. The move comes as the fund outlines its strategy for navigating a shifting AI landscape and positions for a potential high-growth 2026.
Twist Bioscience shares have surged over 40% in the past month, reigniting investor debate. While short-term momentum is strong, the stock's long-term performance and a significant gap between its market price and some fair value estimates present a complex picture for the synthetic biology firm.
With Alphabet's stock soaring over 200% in three years, investors are questioning if its current price still offers value. A deep dive into DCF models and P/E ratios reveals a nuanced picture, suggesting the market may be pricing in future growth more efficiently than before.
Walmart breaches the $1 trillion market cap, becoming the first traditional company to join the elite club. Its aggressive digital transformation and AI investments have not only reshaped the retail landscape but also added $50 billion to the Walton family fortune this year alone, raising questions about wealth, legacy, and the future of work.
After a meteoric post-IPO rise and an 80% collapse, Figma's future hangs in the balance. We analyze whether its robust product and growing enterprise base justify its still-lofty valuation.
At a recent industry conference, Box CEO Aaron Levie shifted the AI conversation from model capabilities to organizational change, asserting that the real return on investment requires fundamental workflow redesign to empower AI agents effectively.
Oracle shares have retreated sharply from recent highs, raising questions about whether the market has overcorrected. A deep dive into key valuation metrics reveals a mixed picture for the software behemoth.
Bitcoin's Relative Strength Index has plunged below a critical threshold, suggesting the recent sell-off may have been overextended as the cryptocurrency hovers near a historically significant support zone between $73,000 and $75,000.
Research giant Gartner matched revenue forecasts for Q4 2025 but faces a tougher selling climate. While earnings beat estimates, the market reaction was negative as the company outlines a strategic pivot to reignite growth.
Asian software shares fell sharply, mirroring a global downturn fueled by investor fears that artificial intelligence could rapidly render traditional business models obsolete. The sell-off was most pronounced among SaaS firms, while regional hardware and chipmakers showed resilience.
Shares of Viking Therapeutics have retreated sharply from recent highs, presenting a conundrum for investors. While short-term performance lags, long-term gains remain stellar. We delve beyond the headline numbers, using DCF and peer analysis to assess if the current weakness is a buying opportunity.
While speculative investments often falter, 4Sight Holdings (JSE:4SI) presents a contrasting case with robust earnings growth and significant insider ownership, making it a notable contender on the JSE for investors seeking sustainable performance.
Fueled by robust quarterly earnings and a bullish outlook for LNG and gas infrastructure, Baker Hughes shares have significantly outpaced the broader market, earning a chorus of 'Strong Buy' ratings from analysts.
Meta Platforms confronts a trifecta of high-stakes legal challenges across three continents, testing its core business models in social media, data privacy, and augmented reality hardware just as it doubles down on AI and the metaverse.
Despite a 26% plunge amid a broader software sector sell-off, Microsoft's diversified business model and strategic AI investments, including its stake in OpenAI, provide a unique buffer and long-term growth runway that many pure-play SaaS companies lack.
Lemonade's stock has surged over 140% in the past year, now trading well above the average analyst price target. As the AI-powered insurer rides a wave of momentum, investors are left to weigh its disruptive potential against a significant valuation gap.
Nedap N.V. (AMS:NEDAP) demonstrates robust financial health, with its Return on Capital Employed (ROCE) reaching 36%, significantly outpacing the industry average. Analysis reveals a trend of generating higher profits with less capital, though rising current liabilities warrant investor attention.
Indian IT stocks plunged over 6% on Wednesday, mirroring a global rout in software and services shares, as the latest AI automation tools from Anthropic intensified fears of widespread disruption to knowledge-based industries.
Despite operating in a war-torn economy, Ukraine's leading telecom operator Kyivstar Group Ltd. is rapidly transforming into a digital ecosystem powerhouse. With its stock trading at a significant discount, analysts point to its 'super-app' strategy and robust financials as a compelling growth story.
