Forget Big Tech - I Think We're Looking At A Big Rotation To Value

I see early signs of a wealth rotation from growth to value. Read why this environment presents substantial alpha ...

BlackLine: Hopes For A Turnaround Are Fading (Downgrade)

BlackLine, Inc. is downgraded to Sell due to fading M&A prospects, weak fundamentals, and execution risks. Learn more about ...
MarketWatch

Opinion: OpenAI is AI’s leading indicator. Does that make it too big to fail?

OpenAI had losses of $5.3 billion on revenue of $3.5 billion in 2024 and losses of $7.8 billion on revenue of $4.3 billion in the first half of 2025. The artificial-intelligence giant forecasts $115 ...