Consumer Packaged Goods

Business

Giverny Capital Exits Longtime Stake in CarMax, Shifts Focus Amid Market's AI Frenzy

Investment firm Giverny Capital has sold its entire position in used-car retailer CarMax, a holding of several years, as detailed in its Q4 2025 investor letter. The move highlights a strategic pivot away from traditional retail plays towards perceived higher-growth opportunities in technology, even as the firm's portfolio underperformed major indices last quarter.

Jan 30, 2026

Business

Disney Taps Wall Street Veteran Ben Swinburne for Key Strategy and Investor Role

The Walt Disney Company has appointed former Morgan Stanley media analyst Benjamin Swinburne to lead its investor relations and corporate strategy divisions, a move seen as strengthening its financial communications amid industry transformation.

Jan 30, 2026

Business

Enphase Energy Announces Restructuring and New Storage Partnership Amid Investor Scrutiny

Enphase Energy unveils a strategic restructuring involving workforce reductions and a new home battery partnership, as the solar technology firm navigates a challenging market and mixed investor returns.

Jan 30, 2026

Business

Knowles CEO Offloads $1.2M in Stock Following Strong Rally; Investors Weigh Implications

Knowles Corporation's top executive has sold a significant portion of his holdings, a move that comes on the heels of a 24% annual gain for the audio components maker and ahead of its upcoming earnings report.

Jan 30, 2026

Business

Alphabet Powers Giverny Capital's 2025 Gains, But Fund Lags Behind S&P 500

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.

Jan 30, 2026

Business

RBC Capital Bullish on Marvell's AI and Data Center Prospects, Sets $105 Price Target

RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.

Jan 30, 2026

Business

Mizuho Backs Intuit, Dismisses AI Tax Filing Fears as Market Overreaction

Mizuho Securities reaffirms its bullish stance on Intuit (INTU) with an $875 price target, arguing that recent investor anxiety over AI's potential to disrupt the tax preparation industry is exaggerated, citing the company's strategic integrations and expanding physical retail footprint.

Jan 30, 2026

Business

Evercore ISI Backs AppLovin with Outperform Rating, Sees Growth Fueled by E-Commerce Ad Push

Investment firm Evercore ISI initiates coverage on AppLovin (APP) with an Outperform rating and an $835 price target, highlighting the mobile advertising platform's strategic expansion into e-commerce as a key growth driver.

Jan 30, 2026

Business

GCL Global Posts Soaring Revenue on Acquisition, But Swings to Loss Amid Integration Costs

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.

Jan 30, 2026

Business

The Bancorp Charts Aggressive Fintech Growth Path, Unveils Upbeat Profit Outlook Through 2027

The Bancorp (TBBK) capped off fiscal 2025 with robust earnings, driven by surging fintech payments and improved credit quality. Management outlined a bullish multi-year forecast, projecting significant profit growth anchored by three core digital initiatives and sustained capital returns to shareholders.

Jan 30, 2026

World

Rare earth power: can Europe ever escape its dependency on China?

Europe relies on China for the rare earth elements essential in transition technologies, but it's making a late bid to end dependency.

Jan 30, 2026

Business

German Inflation Edges Up to 2.1% in January, Fueled by Food and Services

Germany's inflation rate ticked higher at the start of 2025, driven by rising food costs and persistent service price increases, even as energy prices provided some relief.

Jan 30, 2026

World

Eurozone Economy Defies Trade Headwinds, Posts Stronger-Than-Expected 2025 Growth

The Eurozone economy expanded by 1.5% in 2025, outpacing forecasts despite ongoing trade tensions with the US, as a recovery in Germany and robust growth in Spain helped offset a slowdown in France.

Jan 30, 2026

Business

Bidding War Sparks Rally for Warner Bros. Discovery, Value Fund Sees Opportunity

Amid a broader market rally, Warner Bros. Discovery's stock surged over 164% in the past year, driven by reported takeover interest. The Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted the media giant as a key contributor in its latest investor letter, pointing to its attractive valuation in a frothy market.

Jan 30, 2026

Business

Jim Cramer Bullish on Texas Instruments, Citing Strong Execution Amid Mixed Earnings

CNBC's Jim Cramer highlights Texas Instruments (TXN) for its operational strength, as the chipmaker navigates a challenging market with better-than-expected guidance and analyst optimism.

Jan 30, 2026

Business

Jim Cramer Sees a Path Forward for Nike, Pins Hopes on China Strategy

As Nike shares face pressure, CNBC's Jim Cramer points to the company's ongoing turnaround and potential in the Chinese market as key catalysts for recovery, despite recent analyst downgrades.

Jan 30, 2026

Business

Cramer Eyes SanDisk Amid Looming NAND Shortage, Analysts Bullish on Price Surge

As industry analysts warn of a critical NAND wafer shortage in 2026-2027, SanDisk's stock soars. Jim Cramer highlights the memory maker's positioning, with Mizuho and Benchmark raising price targets significantly on expectations of a 330% price spike.

Jan 30, 2026

Business

China Life Insurance Recalibrates Strategy: Board Reshuffle and $1.2 Billion Partnership Signal New Capital Focus

China Life Insurance announces governance changes and a major investment partnership, highlighting a strategic pivot towards long-term, related-party investments amidst evolving regulatory landscapes in Asia's insurance sector.

Jan 30, 2026

Business

Cathie Wood Sees Buying Opportunity in Market Dip, Adds to Stakes in Joby, Kodiak AI, and CRISPR

ARK Invest's founder capitalized on recent market weakness to increase holdings in three of her flagship disruptive innovation picks, signaling continued conviction despite sector volatility.

Jan 30, 2026

Business

China Cuts Import Tariffs on UK Whisky, Offering Boost to Scotch Exports

Following the UK Prime Minister's visit to Beijing, China has agreed to slash tariffs on UK-produced whiskies from 10% to 5%, a move welcomed by the industry as a potential catalyst for growth in a key premium market.

Jan 30, 2026