MongoDB: From Cloud Beneficiary To Core AI Infrastructure

MongoDB's ( MDB ) stock has struggled in 2026 as it has been caught up in investor fears about the long-term impact of AI on software companies. A recent change in CEO has also added toRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses with secular growth opportunities in markets with barr ...