Bert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wall Street Journal for his coverage of the software space. In 2001, Mr. Hochfeld formed his own independent research company, Hochfeld Independent Research Group, which ...

Key Takeaways Teladoc is using acquisitions to broaden services, scale capabilities and deepen its global footprint.Catapult Health, Uplift and Telecare added 100 bps to revenues and boosted Integrated Care by 200 bps.Recent buys like Telecare expanded Teladoc's international presence and Asia-Pacific specialist services.Teladoc Health (TDOC) has been banking on acquisitions to boost growth, which has expanded its distribution capabilities, broadened its service offerings and created a global footprint. Its ...

Key Takeaways Merck KGaA launches a Lenovo-developed HPC, hosted at an EQIX AI-ready data center in Germany.The hybrid cloud design lets users scale computing power quickly and efficiently as needed.EQIX provides high-performance infrastructure supporting AI and ESG targets.Equinix, Inc. (EQIX) has hosted a recently launched high-performance computer (HPC) by Merck KGaA, Darmstadt, Germany, at its AI-ready data center in Germany. This HPC uses Lenovo ThinkSystem servers with industry-leading liquid cooling ...

Now, Amazon says AI is not the primary driver, but it is shifting resources toward automation and internal tools like its coding assistant, Curo. HR chief Beth Galleti had said that this wave of AI is the most transformative technology since the internet and the company needs to move faster with fewer people to stay competitive. Those layoffs, they also gutted Amazon's gaming division, shutting down most of its in-house development. And cuts hit both its AI shopping teams and even Amazon's high margin ad bu ...

LOS ANGELES, Nov. 21, 2025 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies. Investors have until the deadlines listed below to file a lead plaintiff motion. Investors suffering losses on their investments are encouraged to contact The Law Offices of Frank R. Cruz to discuss their legal rights in these class actions at 310-914-5007 or by email to fcruz@frankcruzlaw.com. Strid ...

Alphabet Inc. ( GOOG ) has built a huge infrastructure moat, which gives them a significant advantage in the future. This advantage is based on undersea cables, fibers and cloud architecture. If we combine this withMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual gr ...

Regular readers of mine will know that I routinely track institutional traders, or as they are colloquially (and controversially) called, "smart money." In the last article I wrote on the subject, I covered family offices,Writer | Investment Advisor | Top 5% of Experts on TipRanks. You can find me on YouTube and Substack under my name; my weekly newsletter is called The Macro Obsession.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, GLD either through stock ownership, option ...

Key Takeaways EMCOR's shares fell after Q3 earnings and revenues came in below expectations.EME posted year-over-year gains, led by strong Electrical and Mechanical Construction demand.Record RPOs of $12.61B reflect broad growth across key sectors and support improved visibility.EMCOR Group, Inc. (EME) reported its third-quarter 2025 results on Oct. 30, with both earnings and revenues missing the Zacks Consensus Estimate. Following the release, the stock has fallen 10%, lagging the Zacks Building Products - ...

Key Takeaways DB is exploring a sale of its India retail and wealth unit, including 17 branches and a major wealth platform.Interest has come from Kotak Mahindra Bank and Federal Bank, with discussions at a preliminary stage.The unit posted INR25,038 crore in assets and INR2,455 crore in fiscal 2025 revenue but stays under review.Deutsche Bank AG’s (DB) India arm is exploring the sale of its retail and wealth management business, according to The Economic Times report published on Outlook Business. The bank ...

A number of the major hedge funds and big money managers, including the Bill & Melinda Gates Foundation, which axed its Microsoft (NASDAQ:MSFT) stake by nearly 65%, were big net sellers of big tech in the third quarter. ...