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 ...
Azure Copilot’s six new AI agents assist with a wide range of Azure cloud management tasks, either on their own or working ...
Database software maker MongoDB stock is soaring after better-than-expected quarterly results and raised guidance.
Byron Osiro’s journey, captured in the book From Red to Green, offers practical lessons on the market, perseverance, sales ...
SolarWinds has released its 2025 State of the DBA Report revealing escalating pressure on database administrators (DBAs) and a widening divide between executive perceptions and operational realities.
After Citizens CEO Bruce Van Saun announced a company-wide AI makeover, Chief Information Officer Michael Ruttledge told ...
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 investor letter ...
Two relatively new leaders bring a fresh perspective to what it takes to win.
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor ...