We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.

CVS Health +7.2%: The U.S. pharmacy chain announced a $315 million settlement with the Department of Justice, resolving ...

Accenture bet big on Claude. Now it's limiting employee AI spending to $29 a month. Is this a warning sign for the economics ...

Salesforce (CRM) is back in focus after partners ZoomInfo, Demandbase and Docusign deepened their integrations with Hunter ...

Platforms that make those patterns visible can help companies sort out what is going wrong and respond more directly.

The Fitbit Edge may not be Google's best-kept fitness-tracking secret, but as of today, its existence is official. The ...

And the AI picks-and-shovels crowd isn’t slowing down either. At the Open Compute Project’s Summit in San Jose this week, Cisco Systems, Nvidia, Intel and many other suppliers debuted technologies to ...

Windows updates keep your PC secure and running smoothly. But it's pretty common for them to get stuck in a "pending download ...

As agents escape containment and access external systems, responsibility remains human. Accountability, however, is much less ...

The real asset in corporate AI isn't the model—it's the learning loops that create lasting institutional intelligence.

AI can help attackers accelerate malware rebuilds, altering hashes in hopes of evading detection, but it still leaves durable ...

Ludwigshafen, October 16, 2026 - BASF has received two awards for pilot projects exploring innovative approaches to closing the loop on engineering plastics. The two recycling projects for polyamide 6 ...