Despite a sharp pullback following gold's price dip, analysts remain bullish on SSR Mining, citing strong earnings potential and attractive valuation metrics even after its stellar run.
London-based Silphium Asset Management has liquidated its entire $6.2 million position in the Vanguard Long-Term Corporate Bond ETF (VCLT), a move that raises questions about institutional appetite for long-duration credit amid shifting economic forecasts.
A pair of aviator sunglasses worn by French President Emmanuel Macron during a high-profile moment at Davos has triggered a global sales frenzy for the historic brand Henry Jullien. While the Italian-owned company sees its stock and orders surge, industry veterans question whether the presidential spotlight can stem the long-term decline of French eyewear manufacturing.
As copper prices surge over 40% since August, driven by supply constraints and green energy demand, investors are eyeing major producers BHP, Freeport-McMoRan, and Southern Copper, each offering a distinct path to exposure in the red-hot market.
Despite a prolonged freight recession, ArcBest reports resilient fourth-quarter performance, driven by strategic cost controls, AI integration, and growth in managed logistics solutions, while outlining a cautious outlook for 2026.
Market sentiment on prediction platform Myriad has turned bearish for the first time in two months, with traders placing nearly equal odds on Bitcoin's plunge to $69,000 or a rally to $100,000 as U.S. political uncertainty fuels extreme volatility.
Reports suggest Elon Musk is exploring a merger between Tesla and SpaceX as the EV maker pivots to AI, while Chinese automakers gain record European market share and regulatory battles intensify.
A dramatic rally in gold and silver prices came to an abrupt halt on Friday, with futures tumbling sharply amid a broader market sell-off and warnings of unsustainable volatility.
Bank of America has increased its price target for industrial packaging firm Greif (GEF) by $1 to $75, while reiterating a Neutral rating. The adjustment follows the bank's broader reassessment of the packaging sector after recent quarterly earnings calls.
As equity markets show signs of fatigue after a prolonged bull run, defensive sectors like utilities are gaining attention. The Vanguard Utilities ETF (VPU), with its low cost and stable dividend yield, presents a compelling option for investors seeking to buffer their portfolios against potential volatility.
Investment firm Giverny Capital Asset Management detailed its sale of Fiserv shares in its 2025 year-end letter, pointing to market fixation on artificial intelligence and the financial technology giant's steep decline. The move highlights a broader divergence between fundamental performance and current investor sentiment.
Historical data reveals a counterintuitive trend: periods of extreme pessimism in consumer sentiment have often preceded strong stock market gains, aligning with Warren Buffett's famed contrarian advice.
Despite a 4.7% portfolio contribution from Alphabet (GOOG), Giverny Capital Asset Management's 2025 returns trailed the broader market, highlighting the challenges of a strategy focused on niche leaders amid a tech-dominated rally.
GCL Global's fiscal first-half revenue nearly doubled after consolidating Ban Leong Technologies, yet the company reported a net loss as it absorbed acquisition costs. Management lowered full-year guidance, citing delays for two key game titles.
The Hotchkis & Wiley Global Value Fund outperformed its benchmark in Q4 2025, with Alphabet (GOOGL) cited as a key driver. The fund's managers point to attractive valuations in non-U.S. markets and select software plays, even as they flag potential in other AI-centric investments.
The Hotchkis & Wiley Global Value Fund credited Ericsson (ERIC) as a key driver of its fourth-quarter returns, as the telecom equipment maker's shares surged. The fund's latest investor letter details how strategic stock picks, particularly in non-U.S. markets, fueled its outperformance against a global benchmark.
The Hotchkis & Wiley Large Cap Disciplined Value Fund identified financial technology leader Fiserv as a significant underperformer in its Q4 2025 letter, amid a broader market rally driven by tech. The fund's critique comes as Fiserv shares have shed over 70% of their value in the past year.
General Motors' stock climbed after the company raised its annual outlook, becoming a standout performer in Hotchkis & Wiley's value fund during a quarter marked by investor wariness over concentrated market gains.
Hotchkis & Wiley's value fund outperformed benchmarks in 2025, with FedEx highlighted as a key contributor. The logistics giant's shares rose over 20% in the past year, buoyed by strong domestic package performance, even as the fund remains selective in a top-heavy market.
CNBC's Jim Cramer offers a detailed take on NVIDIA's stock trajectory, highlighting analyst optimism around its data center partnerships while expressing skepticism over reported Chinese AI chip purchases.
