Quick Read - Salesforce (CRM) trades at a value multiple despite accelerating AI monetization—Agentforce hit $800M ARR, up 169% year-over-year, with a 20 P/E and 9.78% FCF yield. - Oracle (ORCL) customers are literally prepaying for AI infrastructure with $553B in remaining...</p
In its first-quarter 2026 investor letter, Artisan Value Fund highlighted Lam Research Corporation (NASDAQ:LRCX) as a notable contributor. Lam Research Corporation (NASDAQ:LRCX) is a leading semiconductor equipment company that supplies semiconductor processing equipment f
Top banks in the US and UK increased their balance sheets by $1.3tn over the past two quarters, according to new research, as looser regulation in both markets gave lenders more room to grow. The study, from consultancy Alvarez & Marsal and reported by the Financial Times,
Top banks in the US and UK increased their balance sheets by $1.3tn over the past two quarters, according to new research, as looser regulation in both markets gave lenders more room to grow. The study, from consultancy Alvarez & Marsal and reported by the Financial Times,
Quick Read - Nvidia (NVDA) is no longer overpriced against fundamentals with earnings catching up to valuations, and CEO Jensen Huang projects the company captures $35 billion in revenue for every $50 billion the industry spends on AI infrastructure, positioning Nvidia to...
Yatsen (NYSE:YSG) reported first-quarter 2026 revenue growth that management said reflected continued momentum in its skincare portfolio, even as higher marketing spending and platform traffic costs contributed to wider losses. The Guangzhou-based beauty company said total
In its first-quarter 2026 investor letter, Artisan Value Fund highlighted stocks like Humana Inc. (NYSE:HUM). Humana Inc. (NYSE:HUM) is an American insurance company that provides medical and specialty insurance products On May 22, 2026, Humana Inc. (NYSE:HUM) close
The Stock Market Is Flashing a Clear Warning to Investors: Here's What History Says Could Happen in 2026 and Beyond Over the past decade, the S&P 500 index (SNPINDEX: ^GSPC) has produced a total return of 330%, or 15.7% on a yearly basis. This is significantly better than
Quick Read - Ripple filed two trademarks on May 15, 2026 covering prime brokerage, securities lending, and clearing—the toolkit of a Wall Street institution, not a payments app. - Ripple already runs the business those filings describe. Its $1.25 billion Hidden Road deal,
In its first-quarter 2026 investor letter, Artisan Value Fund highlighted stocks like PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a leading technology platform that provides digital payment solutions for merchants and consumers On May
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