Company Leadership Changes - BP has appointed Meg O'Neill as CEO, effective April 1, making her the first woman to lead a major oil company [2][3] - Current CEO Murray Auchincloss has stepped down but will remain in an advisory role until 2026, with Carol Howle serving as interim CEO [1][3] Gender Representation in Leadership - BP is unique among major oil companies as it will have both a female CEO and CFO, with Kate Thomson serving as CFO since February 2024 [2] - Other notable women in finance leadership within the oil sector include Kathryn A. Mikells at Exxon Mobil and Sinead Gorman at Shell [5] Industry Context - O'Neill takes over BP at a time when the company is perceived to be lagging behind competitors and was considered a potential takeover target by Shell earlier this year [3] - O'Neill has a background with Exxon Mobil and has significantly expanded Woodside Energy's global presence in natural gas [4]

Core Insights - Amesite Inc. has launched the NurseMagic™ EMR, expanding its platform into the post-acute care infrastructure following significant revenue growth and enterprise adoption [1][2] Company Summary - The NurseMagic™ EMR is an AI-native, modular electronic medical record system that supports integration with legacy systems and full system replacement, with customer onboarding expected to begin in January 2026 [1][5] - Revenue growth has been driven by the rollout of higher-value product tiers, with a 2.4x increase in quarterly revenue following the launch of Teams+ in May 2025, and an 82% revenue increase in Q4 2025 after introducing the Enterprise tier [2] - The NurseMagic™ platform has evolved from an AI assistant for individual clinicians to an enterprise platform with census-based pricing and now includes an AI-native EMR [3][6] - The company serves over 100 professions across all 50 states and more than 20 countries, focusing on streamlining clinical documentation and supporting point-of-care decision-making [6] Industry Summary - The U.S. post-acute care market is valued at over $470 billion in 2024 and is projected to exceed $850 billion, driven by an aging population and a shift towards lower-cost, home-based care models [4] - Technology-enabled post-acute care has shown significant cost savings and improved clinical outcomes, with NurseMagic™ currently serving various sectors including home health, hospice, skilled nursing, senior living, and home care [4]

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, in the third quarter of 2025, which increased approximately 3%.  In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted st ...

Core Insights - Berkshire Hathaway, led by Warren Buffett, has taken a significant stake in Alphabet during the second quarter, marking a notable investment decision as Buffett has previously expressed regret for not investing in Alphabet sooner [1][2] - Alphabet's stock has experienced substantial growth since Berkshire's investment, raising questions about its future value and whether it remains a good investment for 2026 [2][5] Investment Details - Berkshire's investment in Alphabet was disclosed through Form 13F filings, indicating that shares were purchased between July 1 and September 30, with potential gains depending on the timing of the purchases [4] - Since July 1, Alphabet's stock has increased by approximately 75%, and even if purchased at the end of September, it has still risen nearly 30%, showcasing strong short-term performance [5] Valuation Analysis - At the time of Berkshire's potential purchase, Alphabet was trading at over 16 times forward earnings, but it has since risen to 29 times forward earnings, indicating a shift from a discount to a premium compared to the S&P 500, which trades at 22 times forward earnings [7][9] - The significant increase in valuation raises questions about the current attractiveness of Alphabet as an investment [9] Growth Drivers - Alphabet's recent stock surge can be attributed to positive developments in a court case regarding its Google Search engine, where it faced less severe concessions than anticipated [9] - The company has also established itself as a leader in the generative AI sector, prompting competitors like OpenAI to express concern over Alphabet's advancements [10] Financial Performance - Alphabet's core businesses, including advertising and cloud computing, have shown strong growth, with Google Search revenue increasing by 15% year-over-year and Google Cloud growing by 34% in the third quarter, contributing to an overall growth of 16% for the quarter [12] - Diluted earnings per share (EPS) rose by 35%, indicating robust financial health and potential for continued success [12] Future Outlook - Given Alphabet's strong position and growth trajectory, it is suggested that investors may consider following Buffett's lead in investing in Alphabet, although returns may differ due to the timing of entry into the stock [13]

Firms that adopt generative AI in America and Britain tend to hire fewer junior white-collar workers, according to recent studies from Stanford, Harvard and King’s College London. At the same time, interest in skilled manual jobs is growing https://t.co/iU4RW3vg0OPhoto: Getty Images ...

Core Insights - Workday, Inc. (NASDAQ:WDAY) is recognized as one of the 12 Best Long Term US Stocks to Buy Now [1] - BTIG initiated coverage of Workday with a Buy rating and a price target of $285, citing a "de-risked" outlook for the stock [2] - Despite a 16% growth in annual subscription revenue and an 18% increase in free cash flow, Workday's stock has remained stagnant for about two years [2] - The stock has declined nearly 14% in 2025, amid concerns over generative AI tools disrupting established software companies [2] - Workday has responded to AI trends by launching several AI agents and making small acquisitions [2] Financial Performance - Workday closed a $1.1 billion acquisition of Sana, an AI-driven learning software firm, in early November [3] - For the fiscal year ending January 2026, Workday forecasts $8.83 billion in subscription revenue, indicating a growth of approximately 14.4% [3] - The updated revenue outlook increased by only $13 million from previous guidance issued in August [3] - Contributions to the updated revenue forecast include the acquisition of Sana and a contract with the US Defense Intelligence Agency [4] Company Overview - Workday is primarily known for its cloud-based software solutions utilized in finance, human resources, and student information systems [4]

Core Insights - The software sector is undergoing significant changes, necessitating an understanding of future winners in the industry [1][2] Group 1: Shifts in the Software Industry - The emergence of agentic AI marks a pivotal shift in the software landscape, differentiating itself from generative AI by being more autonomous and not requiring prompts [3][4] - The narrative that the "Software as a Service" (SaaS) era is over is driven by three main factors: the rise of AI lowering entry barriers for new software companies, outdated pricing models, and challenges in maintaining data moats [5][6][7] Group 2: Evaluating Software Companies - Key factors for identifying strong software businesses include pricing power, expanding markets, and robust competitive environments, with a particular emphasis on the quality of a company's moat [8][9] - Durable moats are becoming increasingly important due to rising competition and lower barriers to entry in the software industry [9] Group 3: Investment Strategies - Actively managed ETFs can capitalize on opportunities within the software and technology sectors by adapting to innovations and identifying winners and losers [10][11] - The MFS Active Growth ETF (MFSG) has a significant allocation of 51.66% towards the information technology sector, allowing it to leverage momentum in the tech space while maintaining diversification [12]

So talk to us about that blurring. How much are investors institutional. Anyone really wanting to get more exposure to the private markets right now.I think it's a core theme that we're seeing across asset classes, both in the equity market and in the credit markets, of course. But as it relates to the equity lens, companies are staying private a lot longer. It's well understood from 1997 being five years on average and $20 million in sales to 2025, where it's 220 million of sales and 14 years of being a pr ...

Amazon.com Inc (NASDAQ:AMZN) stock was last seen up 2.5% at $226.70, after a strong 2026 outlook from Truist Securities. The firm expects the Big Tech giant to grow 10.5% year over year, citing faster delivery capabilities and personalized offerings powered by generative AI. The e-commerce name also yesterday named Peter DeSantis as its lead for its new artificial general intelligence (AGI) division. On the charts, Amazon stock has chopped lower since its Nov. 3 record high of $258.60. The equity is still ...

Firms that adopt generative AI in America and Britain tend to hire fewer junior white-collar workers, according to recent studies from Stanford, Harvard and King’s College London. At the same time, interest in skilled manual jobs is growing https://t.co/P5W2V562sn ...