Oracle stock down sharply as AI spending raises investor concerns. Bernstein says AI push will drive strong long-term cash flow growth. Analysts see valuation reset creating an attractive entry point.

Bernstein expects Oracle's free cash flow to rise to $212 billion annually by fiscal 2035. Investors have spent months punishing Oracle's stock in reaction to the company's pivot to ...

INTU ramps up AI push with the Anthropic partnership, a new ERP launch, and rising TurboTax and QuickBooks growth, driving stronger engagement.

News from the week beginning 23rd March 2026 includes items from @AnywhereNow, @Epicor, @Gong, @Logicalis, @Monta, @NetApp, @NetSuite, and @Zoho ...

Before you celebrate, that’s not to say Oracle is giving all of its goods away for free. Users can leverage agentic AI to extend applications beyond their original limits, and the company is likely – ...

Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here. Bristol Gate ...

Both stocks are reasonably priced.

AI doesn’t eliminate the need for experts, but it helps SMBs deploy expertise more selectively and efficiently.

The draft blog post describes a compute‑intensive LLM with advanced reasoning that Anthropic plans to roll out cautiously, starting with enterprise security teams.

This week - agentic project success and failure gets defined. Meanwhile, diginomica research has your AI versus SaaS data ...

LexisNexis took a financial hit when Anthropic launched a legal AI plugin for Claude Cowork; it reacted by integrating it into its own platform.

Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of Defense Emil Michael). Thanks to the strength of its automated coding tools, Anthropic more than ...