Happy Thanksgiving to all of my American readers. I hope you and your families have a wonderful holiday. Enjoy the conversation, football watching, and the opportunity to give thanks for all the... Read more »
Oracle Corporation (ORCL) is a global provider of enterprise software and cloud services based in Austin, Texas. The company runs Oracle Cloud Infrastructure to deliver computing, storage, networking, and database capabilities to businesses... Read more »
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. U.S. large-cap growth equities continued to... Read more »
BigBear.ai (BBAI) stock rallied some 16% on Nov. 24 after the artificial intelligence (AI) company confirmed it will hold a special meeting of stockholders on Dec. 1. Part of the surge was... Read more »
https://www.flickr.com/photos/fortunelivemedia/ Alphabet (GOOG) exceeded $100B in quarterly revenue for the first time with Q3 revenue up 16% to $102.35B. Alphabet’s cloud unit holds a $155B customer backlog as it challenges Nvidia and... Read more »