I was on CNBC yesterday, discussing our top pick from our research on the impact of the energy sector from the Iran war. SLB ...

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break ...

Oracle Corporation is rated a Buy due to robust execution, margin inflection, and high potential cloud growth opportunity.

Get the latest Confidence Petroleum India share price today on NSE & BSE. Explore Confidence Petroleum India stock analysis, financial performance, market capitalization, dividend history, and future ...

Broadcom's latest earnings report and guidance left nothing to be desired.

Oracle (NYSE:ORCL) reported a substantial earnings beat in Q3 2026 and raised its fiscal 2027 revenue outlook. The company is guiding for US$90b in fiscal 2027 revenue, supported by a large and ...

If you are wondering whether Qualys shares offer good value right now, you are not alone, especially with the stock sitting at a last close of US$96.66. The share price has seen pressure recently, ...

I think this business looks too cheap to miss. The post A rare buying opportunity in 1 of Australia's top shares? appeared ...

The insurer would also need to raise it base pricing to account for the likelihood of higher average claim costs under the AI arrangement (because brokers effectively act as a filter, helping insurers ...

Ian digs into a series of bizarre headline from the past week to explain why the pace of progress is starting to feel downright surreal.

In this AI buildout cycle, many companies are clearly long the bottleneck. But many of those same companies are also implicitly short their own cost of capital. Read more ...

Sentiment sours on war exit strategy.