As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

Every quantum leap in infrastructure intelligence starts with the realization that tomorrow’s systems must anticipate needs ...

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Oracle (ORCL) has shown significant rallies in its history. In 2025, it experienced more than a 50% increase within two ...

Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.

Overall, Oracle now operates more than 211 cloud regions (existing and planned), outpacing many peers. This expansive infrastructure is central to the longer-term growth story, and analysts anticipate ...