Servicenow Inc. (NOW)

Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for February 2026. A copy of the letter can be downloaded here.

In this article, we will look at the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks.

Oversold blue chip stocks are drawing a closer look, but not just because they have fallen.

Agentic AI is moving from demo bait to early enterprise deployment, but it is not yet a mature, fully scaled industry.

Ongoing market volatility tied to the Iran conflict is changing investor behavior, with a growing preference for more selective positioning.

In this article, we will discuss: Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks.

Agentic AI’s performance so far in 2026 looks mixed rather than clearly strong or clearly weak. On the positive side, enterprise adoption appears to be moving beyond pilots.

Hedge fund managers are increasingly allocating capital to AI-related stocks, viewing the sector not as a speculative trend but as a core driver of global earnings growth and long-term equity performance...

With the macroeconomic uncertainty looming over the market, the spotlight on institutional positioning gets brighter.