We initiated a position in JFrog Ltd., a leading provider of software tools. Click here for our brief thesis on FROG stock.

While pricing erosion remains a challenge for generic APIs, new opportunities for generic molecules will unfold in FY26. A lot of drug developments held up during COVID-19 are now getting fast-tracked ...

We view Tenable as a solid cybersecurity vendor providing vulnerability management and security operations solutions to its clients. The firm’s combined portfolio delivers exposure management, ...

Veralto Corp (VLTO) reports robust sales growth, margin expansion, and strategic acquisitions despite currency headwinds.

The Indian AMC industry's long-term prospects remain strong due to low penetration and the financialization of savings.

Banco Santander SA (SAN) reports a record EUR 12.6 billion profit, robust customer growth, and strategic capital management ...

Great customer experiences start with human connection, and technology should enhance, not replace these interactions.

Hydro One's regulator, the Ontario Energy Board, has proved to be a good partner overall. Allowed returns are lower than in the United States, but incentive revenue, forward-looking test years, and ...

China has revived antitrust investigations into Google and Nvidia, while considering a new probe against Intel, as Beijing ...

Analyst expects strong Q4 results for Amazon, with $187B sales and $19.7B profit. Retail and AWS growth likely to meet expectations.