AI companies are different. Most AI-related capital spending is financed through free cash flow, not debt. The Mag 7 have ...

We think it is plausible that the US could experience a recession in the not-too-distant future. Check out the defensive ...

We often hear that the uptake of new AI technologies is staggering and much faster than past foundational technologies, such ...

Discover key insights new research on the AI capex boom. Learn why historic infrastructure spending often leads to poor stock returns, the risks facing Big Tech’s “Magnificent 7,” and how investors ...

Companies with stronger cash flow can afford to invest more aggressively in AI infrastructure because they can tolerate lower ...

Interim Report 1 January-30 September 2025 SIGNIFICANT PROFITABILITY IMPROVEMENT IN FACILITY SERVICES BUSINESSES, STABLE PERFORMANCE IN CIRCULAR ECONOMY BUSINESS Unless otherwise mentioned, the ...

The report says growth in U.S. plastic recycling could add more than 173,000 jobs and create $12.8 billion in annual payroll, ...

Southeastern Asset Management highlights disciplined value investing in Longleaf Small-Cap Fund. Discover how quality ...