Morgan Stanley credit analysts Lindsay Tyler and David Hamburger describe several fault lines: a growing gap between spending and available funding, a balance sheet that continues ...
Long Cast Advisers, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
OpenAI's partners, including SoftBank and Oracle, are shouldering nearly $100 billion in debt linked to the AI firm, which itself carries minimal debt. This strategy leverages others' balance sheets, ...
Over the last 60 years, Warren Buffett has built Berkshire Hathaway into one of the most successful investment firms in ...
Among the biggest losers are some former AI darlings that have lost their shine. Take Super Micro Computer Inc. (SMCI), whose shares saw the sharpest decline of 36.8% for November through Wednesday.
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.
Appaloosa's billionaire boss has changed course with Nvidia, but bid adieu to an AI stock that recently flirted with a ...
Global Equity ETF posted a return of 1.80% in the third quarter of 2025. Leading contributors in the First Eagle Global ...
Shaking off the second quarter’s volatility, equity markets marched steadily higher throughout the third. Read more here.
Switch, which has a data center near Grand Rapids using an unspecified amount of electricity, wants to expand its capacity to ...
During the first nine months of fiscal 2026, NVIDIA returned $37.0 billion to shareholders in the form of shares repurchased and cash dividends. As of the end of the third quarter, the company had $62 ...
The investment company displayed confidence in Teladoc's growth potential by expanding its holdings in the stock.
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