SaaSpocalypse now: Is the great software sell-off over?

Software industry leaders say the AI shock should be over as a slight recovery begins, but others think there is much more ...

Nine out of 10 bets this fund manager made outperformed over the past year. Here's his next two plays.

Our call of the day comes from a fund manager who also takes a longer term view, and so far he's done very well. At the end of 2024, Henry Neville, a multiasset portfolio manager at hedge fund Man ...

Howard Marks of Oaktree makes 180-degree turn on AI after Claude tutorial. Here’s how he suggests investors approach it.

Legendary investor is still undecided about the AI bubble but the technology is revolutionary, he thinks. He believes AI has ...

Did Nvidia Just Prove Citrini Wrong?

AI isn’t just cutting labor; it’s generating revenue, and Nvidia’s earnings call made it clear. Click here for more ...