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OpenAI Closing Data Center Deals Without Stargate Partner SoftBank
SoftBank, OpenAI and Oracle committed to invest $100B in AI infrastructure, but the latter two firms have since moved forward ...
OpenAI and Softbank’s $500 Billion Data Center Project Is Already Stumbling
The Wall Street Journal reported today that OpenAI and Softbank have not been able to agree on key issues regarding the ...
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3 major fights on the right to watch in Trump’s next 6 months
Now that Republicans have pushed through the “One Big, Beautiful Bill” of Trump’s tax cut and spending priorities, there is ...
Polen Focus Growth Strategy Decided to Exit Its Position in UnitedHealth Group (UNH)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor ...
Here’s Polen Focus Growth Strategy’s Comment on Oracle (ORCL)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor ...
Polen Capital Focus Growth Strategy’s Q2 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor ...
Aristotle Atlantic’s Focus Growth Acquired HubSpot (HUBS) Backed by Multiple Catalysts
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” second quarter 2025 investor ...
Here’s Why Visa (V) Declined in Q2
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” second quarter 2025 investor ...
UnitedHealth Group (UNH) Traded Down Following Softer Results and Reduced Guidance
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.S.
Here’s Why Progressive (PGR) Traded Lower in Q2
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” second-quarter 2025 investor letter. A copy ...
Fiserv (FI) Sold Off Due to Slowdown in Its Clover Payment Processing Unit’s Growth
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” second-quarter 2025 investor letter. A copy ...
Here’s Why Madison Large Cap Fund Sold Berkshire Hathaway (BRK-B)
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.