Mira Murati and several other former OpenAI researchers are behind the buzzy AI startup, now valued at $12 billion and ...

We came across a bullish thesis on Pagaya Technologies on MVC Investing’s Substack by M. V. Cunha. As of 14ᵗʰ July, Pagaya ...

We came across a bullish thesis on Advanced Micro Devices on Rebound Capital’s Substack. As of 5ᵗʰ July, Advanced Micro ...

However, this has created a unique opportunity for homebuilders like Lennar Corporation, which can provide available homes.

We came across a bullish thesis on Chord Energy Corporation on Stock Analysis Compilation’s Substack. In this article, we ...

We came across a bullish thesis on American Express Company on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.

We came across a bullish thesis on Global Blue Group Holding AG on Iceman Capital’s Substack. In this article, we will ...

Backed by $2B and with OpenAI’s open-weight model now in limbo, Thinking Machines could capture developer attention and interest.

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of ...

Oracle has shared plans to invest $3 billion over the next five years to expand its AI and cloud infrastructure in Germany and the Netherlands, with Germany ...

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” second quarter 2025 investor letter.

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of ...