Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Anthropic's revenue run rate topped $65 billion after a confidential S-1 filing, and investors can gain indirect exposure via partners like Salesforce, Amazon, Alphabet, SAP, Zoom, and Broadcom.

Rimini Street (NASDAQ:RMNI) outlined its strategy to expand beyond third-party enterprise software support into what it calls “Agentic AI ERP,” positioning the company as a provider of AI-enabled modernization for organizations that retain existing ERP systems. During a presentation at Lytham Partn

Recent recognition of SAP (XTRA:SAP) as a Leader by both Gartner and IDC for its supply chain and AI enabled order management offerings has drawn fresh attention to the stock’s positioning and valuation. See our latest analysis for SAP. Those fresh Gartner and IDC accolades come after a sharp 31.51% 30 day share price return and a 25.05% 90 day share price return, while the year to date share price is still down 10.80% and the 1 year total shareholder return is down 22.70%. This is set...

SAP (XTRA:SAP) issued critical security patches for its Commerce Cloud and Manufacturing Integration and Intelligence solutions, addressing severe vulnerabilities for enterprise users. The company was named a Leader in the inaugural Gartner Magic Quadrant for Supply Chain Management Suites. SAP was also recognized as a Leader in the IDC MarketScape for AI-Enabled Order Orchestration and Fulfillment Applications. These updates highlight how quickly AI driven and cloud heavy supply chains are...

Jensen Huang dropped four words at GTC 2026 that could expand NVIDIA's addressable market far beyond AI chips, and the company is already building the product stack to back up that claim.

Moby summary of PetMed Express, Inc.'s Q1 2027 earnings call

Salesforce's 17% drop reflects broader software pressure, but resilient growth, rising AI ARR and a lower valuation offer reasons to hold CRM.

FUJIFILM's Q1 revenue hit a record yen 826.5 billion, but earnings fell 30% as Bio CDMO costs and restructuring weighed on profitability.