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Seagate Technology Holdings plc (STX): A Bull Case Theory
We came across a bullish thesis on Seagate Technology Holdings plc on Stock Analysis Compilation’s Substack. In this article, ...
Microsoft reportedly lacks the know-how to fully leverage OpenAI's tech — despite holding IP rights
The best tech bromance in history is facing turmoil, with OpenAI reportedly sharing new releases with Microsoft at the last ...
What Makes Cadence Design Systems (CDNS) an Investment Opportunity?
Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy first quarter 2025 ...
Rothschild &Co LongRun Equity’s Q1 2025 Investor Letter
Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy first quarter 2025 ...
Former OpenAI board member questions Mark Zuckerberg AI hiring spree
The poaching of AI researchers from the likes of OpenAI — with salaries in the tens of millions of dollars — and the debut of ...
What Makes Mondelez International (MDLZ) an Attractive Investment?
Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" first-quarter 2025 ...
Here’s What Lifting TKO Group Holdings (TKO)
Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" first-quarter 2025 ...
Here’s Lindsell Train Global Equity Fund’s Comment on Nintendo Co., Ltd. (NTDOY)
Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" first-quarter 2025 ...
What will learning look like in the age of superintelligence? Sam Altman says intelligence may soon cost no more than electricity
In The Gentle Singularity, Sam Altman explores how superintelligence will transform learning. From AI co-learners and ...
Do You Believe in the Growth Potential of Cloudflare (NET)?
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” first quarter ...
Coherent Corp. (COHR) Slid on Weaker Than Expected Guidance
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” first quarter ...
Ready to talk to Ernie? DeepSeek's latest rival from Baidu is here
It's also a big change of approach for Baidu. The company had previously been vocal in its defiance of moving to open source, working to keep its business model proprietary. DeepSeek and other ...