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Could Oracle Go Bankrupt - Really?
Trefis21d agoneutral
Could Oracle Go Bankrupt - Really?

Is it truly possible that artificial intelligence, the very technological wave promised to unlock trillions in enterprise productivity, could end up upending Oracle (ORCL), the staid, unshakeable, fifty-year-old titan of relational enterprise databases? The company that has quietly powered global banking, enterprise logistics, and government administration for half a century is now carrying a very different kind of balance sheet, one built on server racks, liquid cooling pipes, and high-interest

IREN (NasdaqGS:IREN) Stock May Be Fully Priced On New AI Cloud Contracts
Simply Wall St.21d agoneutral
IREN (NasdaqGS:IREN) Stock May Be Fully Priced On New AI Cloud Contracts

IREN stock has delivered a very large 3 year gain while the current valuation checks lean expensive, which raises questions about how much of the AI cloud story is already reflected in the share price. Recent AI contract wins and a rapid shift away from pure Bitcoin mining sit against a low value score and an overvalued read on market multiples. Over the past 3 years, IREN has returned roughly 5.6x. This is a very large move for investors to weigh against current expectations. Multi year AI...

Investing.com21d agoneutral
TSX futures edge lower after index posts fourth straight monthly gain

Investing.com - Futures linked to Canada’s commodity-heavy main stock index inched lower on Monday, as investors assessed modestly firmer gold prices and a decline in oil prices stemming from renewed hopes for a diplomatic resolution to fighting in the Middle East.

Circle (CRCL) Secures New York Trust Charter For Its USDC Push
Simply Wall St.21d agoneutral
Circle (CRCL) Secures New York Trust Charter For Its USDC Push

Circle Internet Group (NYSE:CRCL) has received a New York limited purpose trust charter for Circle Internet Trust Company LLC. The charter was granted by the New York Department of Financial Services. The designation formalizes Circle’s regulatory status in one of the strictest financial jurisdictions globally. Circle Internet Group operates in the digital assets and payments space, with a focus on digital dollars used across crypto markets and traditional finance. As interest in tokenized...

Citigroup (C) Takes On A Bigger Role In Leveraged ETF Risk
Simply Wall St.21d agoneutral
Citigroup (C) Takes On A Bigger Role In Leveraged ETF Risk

Citigroup is taking a larger role in managing risks tied to leveraged ETFs, including the use of complex "crash put" options to hedge exposures. The bank is also highlighted as a key player in discussions about a possible entry of the US Treasury into the repo market. Both developments raise questions for financial stability and could influence how Citigroup funds and protects its trading activities. Citigroup (NYSE:C) sits at the center of several important market plumbing debates while...

Why Mastercard (MA) Remains Immune to AI Disruption Challenges
Insider Monkey21d agoneutral
Why Mastercard (MA) Remains Immune to AI Disruption Challenges

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

Compelling Reasons to Own Uber (UBER)
Insider Monkey21d agoneutral
Compelling Reasons to Own Uber (UBER)

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

Data Center Adjacent Clean Energy Powers Nextpower’s (NXT) Growth
Insider Monkey21d agoneutral
Data Center Adjacent Clean Energy Powers Nextpower’s (NXT) Growth

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

If You Invested $5K in the SpaceX IPO, How Much Do You Have Now?
SmartAsset21d agoneutral
If You Invested $5K in the SpaceX IPO, How Much Do You Have Now?

SpaceX began trading on June 12, 2026, with an IPO price of $135 per share, giving retail investors an opportunity to buy into one of the world’s most closely watched aerospace companies. A $5,000 investment at the IPO price would have purchased about 37.04 shares. By June 16, those shares had climbed to $225.64, increasing […] The post If You Invested $5K in the SpaceX IPO, How Much Do You Have Now? appeared first on SmartReads by SmartAsset.

Exploring Unmatched Scale of GE Vernova (GEV)
Insider Monkey21d agoneutral
Exploring Unmatched Scale of GE Vernova (GEV)

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

What Makes Veeva Systems (VEEV) the Picks and Shovels of Drug Development?
Insider Monkey21d agoneutral
What Makes Veeva Systems (VEEV) the Picks and Shovels of Drug Development?

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

AppLovin Corporation (APP): Leveraging AI AD Matching Technology to Reach into Every Screen
Insider Monkey21d agoneutral
AppLovin Corporation (APP): Leveraging AI AD Matching Technology to Reach into Every Screen

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]