Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 2.62% gross (2.52 ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle's stock has fallen sharply due to investor concerns over its ...

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...

Oracle's cloud infrastructure revenue is surging, fueled by soaring demand for AI computing. Massive data-center spending is weighing on free cash flow and adding leverage to the balance sheet. The ...

Oracle Corp. (ORCL) is rapidly transforming into a capital-intensive hyperscaler, facing margin compression and negative free cash flow despite robust cloud demand. Q2 FY2026 saw cloud infrastructure ...