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OpenAI faces an existential crisis as strategic blunders, a talent exodus to rivals like Meta, and the collapsed $3B Windsurf ...
Backed by $2B and with OpenAI’s open-weight model now in limbo, Thinking Machines could capture developer attention and interest.
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 ...
We came across a bullish thesis on American Express Company on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.
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 ...
However, this has created a unique opportunity for homebuilders like Lennar Corporation, which can provide available homes.
Lucid CEO issues a price warning, Musk's companies infuse cash into xAI and Hyundai will ride out tariffs with cheap cars.
Headwaters Capital Management, an investment management company, released its 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 ...
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of ...