Ares Capital Corporation (ARCC): A Bull Case Theory

We came across a bullish thesis on Ares Capital Corporation on R. Dennis’s Substack by OppCost. In this article, we will ...

Snowflake Is Melting: Avoid

Snowflake shows slowing 28% growth, declining retention, heavy stock comp, high leverage, rich valuation, and a $110 target.

Dream Finders Homes (DFH) Fell Due to Affordability Challenges

Fenimore Asset Management, an investment management company, released its Q4 2025 investor letter. A copy of the same can be ...
TMCnet

Scenic City's New Jailhouse Studios Planned as World's First Quantum-Ready Sovereign Data, Processing, and AI Center and Creator Campus

Years of exploration and collaboration among real estate, technology, and entertainment industry leaders have led to the ...

Oracle struggles to attract workers to Nashville ‘world HQ’—even with a 2-million-square-foot office and Larry Ellison’s favorite restaurant

Years after cofounder Larry Ellison declared Nashville its world headquarters, Oracle has added only a handful of workers.
mlive on MSN

Rural residents trying ways to halt OpenAI, Oracle data center south of Ann Arbor

Residents continue to pack board meetings in Saline Township to oppose a massive data center project to power artificial ...
diginomica

Who pays for agentic AI? The enterprise budget problem no vendor will address

Data teams, application owners, and IT all want agentic AI. Figuring out who funds it is complex - and the organizational reality doesn't match vendor architecture slides.