Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is a ...

The high-bandwidth memory (HBM) market size is expected to reach 100 billion Korean won two years earlier than previously anticipated. More surprisingly, the HBM market in 2028 will surpass the entire ...

Synopsys (SNPS) has quietly climbed about 18% over the past month, even as its one year return is slightly negative. That mix of short term strength and longer term lag is catching investor attention.

Wondering if Synopsys at around $475 a share is still a smart buy or if most of the upside is already priced in? You are not alone. This is exactly the question we will unpack here. The stock has ...