AI-stock mania leading to bargains among neglected small caps, Ariel’s John Rogers says

The current investor focus on AI-related companies is creating bargains in the neglected corner of the market for small cap ...

Oracle Corporation (ORCL) faces near-term pressure but AI and cloud growth remain intact

Ariel Investments, an investment management company, released its “Ariel Focus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. Ariel Focus Fund delivered mixed ...
Insider Monkey

FactSet Research Systems (FDS) Bought by Ariel Appreciation Fund Amid AI Concerns

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund advanced +3.04% ...
CNBC

Ariel Investments: The energy space as it relates to AI is a big opportunity for private equity

Yue Bonnet, private equity investor at Ariel Investments discusses how investors can find opportunities in the energy and utilities sectors as a way to play the AI and data center boom. Got a ...