Tepper's recent picks signal some of the most durable and high-potential opportunities in the AI infrastructure space.
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Why Oracle is not the next Nvidia

Investors hunting for the next big artificial intelligence winner have increasingly lumped Oracle in with Nvidia, treating ...
Tepper's recent trades serve as a bellwether for investors considering exposure to AI infrastructure stocks. While some may hesitate to mimic his moves due to fears of an AI bubble, there are lessons ...
Data contracts are foundational to properly designed and well behaved data pipelines. Kafka and Flink provide the key ...
Database software maker MongoDB stock is soaring after better-than-expected quarterly results and raised guidance.
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 investor letter ...
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor ...
Long-term technology partnerships can be difficult to maintain. Enterprise software changes quickly, the technology landscape evolves, vendor relationships shift, and IT leaders regularly reassess ...
UBS Global Technology and AI Conference 2025 December 2, 2025 8:15 PM ESTCompany ParticipantsSavneet Singh - CEO, ...
KCSA Strategic Communications (KCSA), one of the most trusted strategic communications firms in the U.S., announced the formal launch of the KCSA AI Lab, a dedicated innovation unit that develops ...
Oracle (ORCL) is rated Strong Buy amid AI infrastructure growth and OpenAI ties, despite debt concerns. Read here for more ...
Penn is in the process of notifying individuals whose personal information was compromised by the incident, according to a ...