While we will miss the leadership of Sandberg — the company’s COO and No. 2 to CEO and co-founder Mark Zuckerberg — it doesn’t change our investment thesis.
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Why Meta drop on Sandberg’s exit is a good chance to snap up shares
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Alphabet calls out new AI-related risks, as it taps debt market to fund buildout
Google CEO Sundar Pichai gestures to the crowd during Google’s annual I/O developers conference in Mountain View, California, on May 20, 2025. David Paul Morris | Bloomberg | Getty Images As Alphabet returns to the debt market to fund its artificial intelligence buildout, the company is acknowledging new risks tied to the rise of AI […]
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Morgan Stanley says buy 2 beaten-down software stocks. We agree on one of them
The selloff in enterprise software stocks that crushed the market for most of last week was abating for the second straight session on Monday for some of the more established names. Is it time to buy? Morgan Stanley thinks so — advising clients in a Sunday note of “attractive entry points” in Microsoft and Salesforce […]
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Under the hood of the AI economy with Databricks CEO Ali Ghodsi
Databricks just raised $7 billion in equity and debt at a $134 billion valuation. If your eyes glazed over, I don’t blame you. This is the company’s umpteenth mega-round, and at some point, another private company raising another pile of money stops being news. But here’s why this one matters. As Databricks inches closer to […]
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