The bottom line: We raise our fair value estimate for narrow-moat Oracle to $220, from $215 previously, based on ...
Big tech companies Alphabet, Microsoft, Meta, and Amazon recently guided for $650 billion (at midpoint of estimates) in ...
Carolyn Bessette Kennedy was no stranger to a print, pairing a leopard-spotted coat with blue jeans and a black turtleneck in ...
In 2026, the traditional trade-off between cost-cutting and quality in outsourcing has been dissolved by the integration of ...
Vladimir Putin’s shadow tankers are racing to India after Donald Trump temporarily waived US sanctions on Russian oil. Ships ...
Fixed interest locally is pricing in a circa 70% change of a March 17, RBA rate hike. The ASX200 finished higher yesterday, led by a small selection of gainers. Futures are pointing to a soft start ...
AI-driven HBM shift, 2026 sold-out contracts, rising margins and EPS amid low valuation. Read more macro analysis here.
Iranian President Masoud Pezeshkian laid down the conditions on Wednesday for what he said was the war "ignited by the ...
The IRGC has stated its intention to continue military actions against US and Israeli targets until it achieves what it calls ...
Amazon and OpenAI have just announced a major partnership. It involves a lot of money and a deep dive into how AI is built ...