David Tepper’s Appaloosa Management 13F portfolio value is at $6.95B with 38 holdings, concentrating 39% in Alibaba, Alphabet, Amazon, Micron, and Meta. Significant Q4 2025 moves included new ...
Afternoon to day 2 of the Flagship TMT Conference. My name is Erik Woodring. I lead the hardware coverage here at Morgan Stanley. I'm delighted to be joined by Sonos today, Permanent CEO, Tom Conrad, ...
BAE Systems (BAESY) remains fundamentally strong, but current valuations above 20x P/E are unjustifiable for long-term ...
Exxon Mobil expects to send ​a technical team to Venezuela in a ‌few weeks and could be "interested in going back" if ​the ...
Accenture trades at a steep discount, with shares over 35% below intrinsic value based on conservative free cash flow growth ...
With a Sharpe ratio of 1.36 and strong historical returns, I rate TEC:CA a cautious buy for innovation-focused portfolios. TEC:CA is a very liquid fund traded on the Toronto stock exchange, and this ...
NEOs QQQI Nasdaq-100 High Income ETF offers a 14.22% yield via adaptive covered calls, aiming for income with upside ...
Post Holdings upgraded to Strong Buy: raised EBITDA outlook, falling CAPEX, strong free cash flow, and big buybacks. Read more macro analysis here.
International Business Machines Corporation stock plunged 13% in a day—what it means for dividend investing. Click to explore IBM sentiment shifts, risks, and more.
Sea Limited stock sank 15% after earnings. Explore Shopee GMV growth vs. flat EBITDA, plus Garena/Monee upside.
Grupo Supervielle reported an attributable net loss of AR 19.5 billion for Q4 2025, a narrowing from the previous quarter. Net financial income reached ARS 246 billion, up 82% sequentially and 1% year ...
Citi's Miami Global Property CEO Conference 2026 March 3, 2026 3:35 PM ESTCompany ParticipantsEli Simon - COO, EVP ...