Baron Funds released its “Baron Durable Advantage Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund appreciated 5.6% (Institutional Shares) in the quarter compared to an 8.1% increase for the S&P 500 Index (the Index). YTD, the fund is up 13.6% compared to a 14.8% gain for the index. Three-quarters into 2025, U.S. large-cap equity investors are enjoying gains. The rally from the start of 2023 still looks strong in this quarter. In addition, you can check the fu ...

Operating income for the third quarter increased 13.6% year over year to a third quarter record-braking result of $17.1 million; Non-GAAP operating income for the third quarter increased by 8.1% year over year to a third quarter record-breaking $19.9 million OR YEHUDA, Israel, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Magic Software Enterprises Ltd. (NASDAQ and TASE: MGIC) (“the Company”), a global provider of IT consulting services and end-to-end integration and application development platforms solutions, announc ...

Tax software provider Intuit has agreed to pay OpenAI more than $100 million to use the artificial intelligence startup's large language models to bolster its financial products. By using OpenAI's technology inside GenOS, its internal AI system, Intuit is aiming to upgrade its products with advanced AI agents. The models will work across Intuit's TurboTax, QuickBooks, Credit Karma and Mailchimp services.The companies are also partnering to integrate OpenAI's ChatGPT chatbot with Intuit's offerings. TurboTax ...

Intuit has signed a multi-year contract worth more than $100 million with OpenAI, enabling its tax and financial apps to operate within ChatGPT and expanding the company’s use of OpenAI’s models across its products. Intuit said its tools, such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, will be accessible through ChatGPT, allowing users to ask questions and complete tasks such as estimating tax refunds, reviewing credit options, or managing business finances. With users’ permission, Intuit’s a ...

Core Insights - The article discusses the investment potential of Toast, Inc (TOST), described as an "operating system for restaurants" and a fast-growing company [1] Group 1: Company Overview - Toast, Inc is characterized as a fast-growing company with substantial revenue and earnings growth potential that is not fully appreciated in current market prices [1] - The investment strategy focuses on identifying companies that can become multi-baggers over a 5-10 year horizon, with a preference for less cyclical and higher growth sectors [1] Group 2: Investment Philosophy - The investment approach emphasizes a long-term holding period, ideally "forever," while maintaining a cautious stance on GAAP unprofitable stocks [1] - The geographical bias of the investment strategy is towards the United States, indicating a focus on domestic market opportunities [1] Group 3: Research and Accountability - Writing is utilized as a tool to crystallize thoughts and maintain rigor in the research process, which also aids in accountability [1] - The article highlights the importance of documenting investment insights, recommending this practice to all active investors [1]

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equities continue to rally in the third quarter, the period with double-digit YTD gains. Major US indices like Russell 1000®, Russell Midcap®, and Russell 2000® reached record highs in the period. In the quarter, the fund’s Investor Class fund ARTSX returned 8.69%, Advisor Class fund APDSX posted a return of 8.75%, and Institutional ...

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equities continue to rally in the third quarter, the period with double-digit YTD gains. Major US indices like Russell 1000®, Russell Midcap®, and Russell 2000® reached record highs in the period. In the quarter, the fund’s Investor Class fund ARTSX returned 8.69%, Advisor Class fund APDSX posted a return of 8.75%, and Institutional ...

By Aditya Soni (Reuters) -Artificial intelligence startup Maxima has raised about $41 million from investors including Redpoint Ventures and Kleiner Perkins ​as it looks to automate accounting for businesses, the company said ‌on Tuesday. The $143 million valuation after Seed and Series A funding for the one-year-old San ‌Mateo, California-based startup shows strong investor demand for firms building AI-driven enterprise software. The fundraise was joined by Audacious Ventures and Joe Montana, NFL Super ...

Core Insights - Palantir's stock has experienced a 10% decline over the past 5 days, attributed to waning enthusiasm for AI and negative sentiment surrounding insider sales [1] Company Summary - The recent stock performance reflects a broader trend of diminishing excitement in the AI sector, impacting Palantir's valuation [1] - Insider sales have contributed to the negative perception of the company's stock, further exacerbating the decline [1]

编译：Grace、Haozhen 在过去十年里，Snowflake（SNOW）凭借云原生数据仓库的创新，成为企业数据平台领域最具代 表性的公司之一。2020 年 Snowflake 以 120 美元发行价完成约 34 亿美元的 IPO，成为当时软件行 业规模最大的上市发行。 但随着 AI 的迅速崛起，企业使用数据的方式、技术栈构建和产品演进节奏都出现显著变化。接任 CEO 的 Sridhar Ramaswamy 在过去 18 个月中推动 Snowflake 迎来重要转折：从以数据基础设施为 核心的公司，升级为以 AI 驱动、面向更广泛企业用户的 AI Data Cloud。 在最新访谈中，Sridhar 解释了为什么 Snowflake Intelligence 是公司战略转型的关键一步。从底层技 术到跨云生态，再到与主要合作伙伴的关系演进，Snowflake 通过 AI 不断放大企业在自身平台上沉 淀的数据价值。此外，他还分享了企业应该如何衡量 AI ROI、AI 对广告行业的影响，以及在大模 型不断进步的今天，传统搜索技术为什么仍然不可或缺。 01 . Snowflake 的"转型"：利用 AI 放大已有 ...