AMN Healthcare Services is rated Strong Buy after management signaled the worst of the contingent labor market correction is over. AMN trades at a deeply discounted valuation (~0.3x sales, 3.5x FCF), ...

Anthropic Claude Code is leading a shift away from manual code, favoring agentic AI. Agentic AI demands more CPU computing power, which fits Arm's strength. Arm just saw data center royalty revenue ...

Over the past decade, Oracle stock (NYSE: ORCL) has emerged as a premier capital-return engine, distributing a remarkable $158 billion to shareholders—the 9th highest total in corporate history. This ...

How real is the AI threat to software companies? CNBC put it to the test by vibe-coding a Monday.com replacement.

Elliott Investment Management LP, the activist investor that helped push Southwest Airlines Co. to enact major changes, has lowered its stake in the Dallas-based airline. In the filing, Elliott said ...

Tom Bowen is a senior editor who loves adventure games and RPGs. He's been playing video games for several decades now and writing about them professionally since 2020. Although he dabbles in news and ...

The U.S. stock market has become so concentrated that even broad index funds are no longer well diversified, our columnist says. By Jeff Sommer Jeff Sommer writes Strategies, a weekly column on ...

Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out. Alphabet stock has tripled since then. This isn't the first ...

The recent free fall in software stocks has spilled over to the chip sector, and a Bank of America analyst says the selling doesn’t make sense. The “indiscriminate” volatility around chip stocks ...

It can be easy to form an opinion about a new technology or service without knowing very much about it. But recent events underscore the importance of learning about stablecoins and related technology ...

Home builders are scrambling to offer new policy proposals to the White House, looking for help to unload the biggest glut of housing inventory in 15 years. The policy list includes streamlining the ...