Baron Technology Fund: AI Update

04:19am, Wednesday, 12'th Nov 2025
The market has recently absorbed a surge of activity around AI infrastructure buildouts. NVIDIA CEO Jensen Huang proclaimed in September that global AI infrastructure spending could total $3 trillion
Accredited Investors Inc. lowered its stake in shares of Oracle Corporation (NYSE: ORCL) by 4.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Com
Oracle (ORCL) reached $236.15 at the closing of the latest trading day, reflecting a -1.94% change compared to its last close.
The AI boom isn't just reshaping technology — it's rewriting corporate balance sheets. After another quarter of breakneck growth, Nebius Group NV (NASDAQ:NBIS) signaled that the next phase of its ex
ORCL's 44.5% YTD surge rides on booming cloud growth, but lofty valuations raise questions on whether it's time to buy or simply hold.
Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in remai
Vancouver, British Columbia--(Newsfile Corp. - November 10, 2025) - Oracle Commodity Holding Corp. (TSXV: ORCL) (OTCQB: ORLCF) ("Oracle Commodity Holding" or the "Company") is pleased to announce the
MDB and ORCL are racing to dominate AI-driven data infrastructure, each leveraging distinct architectures and cloud strategies to capture enterprise growth.
Bank of America  just issued research that points to a potentially troubling shift in how major tech companies fund their artificial intelligence (AI) ambitions.
Expands use of Oracle Health Clinical AI Agent across facilities and gains new tools to advance interoperability AUSTIN, Texas , Nov. 10, 2025 /PRNewswire/ -- Baraga County Memorial Hospital (BCMH) w
Intuit posted a quarter that met expectations, but its revenue forecast was below consensus, sending the stock lower. We initiated a position in Oracle during the period but were underweight on averag

First Eagle U.S. Fund Q3 2025 Portfolio Review

02:01pm, Sunday, 09'th Nov 2025
First Eagle U.S. Fund A Shares (without sales charge*) posted a return of 7.55% in third quarter 2025. Materials and industrials were the leading contributors among equity sectors, while consumer stap
The Nasdaq Composite bull market continued in 2025, but history suggests there's additional upside ahead. Businesses are developing new applications for generative AI, and demand continues to climb.

2 stocks to hit $1 trillion market cap by 2026

08:10am, Saturday, 08'th Nov 2025
Several companies are racing to claim the coveted $1 trillion market cap, backed by strong fundamentals.
A consortium of around 20 banks is providing a project finance loan of about $18 billion to support the construction of a data center campus linked to Oracle in New Mexico, Bloomberg News reported on
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