First Pacific Advisors' FPA Crescent Fund disclosed it sold its position in tech giant Microsoft in Q4 2025. The value-focused fund explained the move was driven by a search for greater upside in other AI-related investments, despite acknowledging Microsoft's strong fundamentals.
Facing stiff competition from synthetic fibers, the cotton industry's leading research and promotion body has created a chief marketing officer role and merged its marketing teams to drive demand across the entire supply chain.
Raymond James Financial bolsters its wealth management platform with the acquisition of Clark Capital Management and the launch of a proprietary AI operations agent, aiming to enhance scale and advisor productivity amid fierce industry competition.
As financial pressures and a search for engagement redefine retirement, a new wave of seniors is turning to flexible, low-barrier side gigs. From online tutoring to pet care, these roles leverage lifelong skills without requiring prior formal experience.
President Trump's apparent endorsement of a weaker dollar is not mere rhetoric but a strategic pillar of his economic agenda, aimed at boosting US competitiveness and narrowing the trade deficit, with significant implications for global central banks and currency markets.
A major grant from Centene's foundation aims to tackle housing insecurity for justice-involved individuals in Chicago, spotlighting the healthcare giant's community investments as its stock faces persistent headwinds.
AT&T's landmark deal to acquire Lumen's fiber assets signals a major strategic pivot, creating a new open-access network subsidiary to expand its broadband reach and challenge rivals Verizon and T-Mobile.
D-Wave Quantum solidifies its dual-platform quantum computing approach through the acquisition of Quantum Circuits Inc. and the launch of a major Florida R&D hub, backed by new multi-million dollar commercial and academic agreements.
DoorDash is deploying autonomous delivery robots in the suburbs while advocating for legislation to improve food access for rural seniors, signaling a strategic push beyond its urban core into new markets and use cases.
The FDA's approval of a repeat treatment protocol for Glaukos's iDose TR implant transforms it from a one-time procedure into a potential chronic therapy platform, reshaping its commercial narrative and investor calculus in the competitive glaucoma market.
Merck & Co. shifts its cancer drug development playbook, opting for targeted collaborations with Guardant Health and Eikon Therapeutics after walking away from a major acquisition. Analysts debate whether the stock's current price fully reflects its long-term pipeline potential.
Danish industrial cleaning giant Nilfisk is consolidating its U.S. presence, moving manufacturing to Mexico while establishing a new commercial headquarters in Plymouth, MN, promising continued investment amid local job cuts.
The consumer goods giant reported stronger-than-expected Q4 results, citing growth across key metrics despite inflationary pressures. As it rolls out its ambitious 2030 growth plan, management warns of a volatile global operating environment in the year ahead.
Amid a slower-than-expected shift to pure electric vehicles, auto supplier BorgWarner is winning investor praise for its strategic bet on hybrid technologies, positioning itself as a critical bridge in the evolving powertrain landscape.
WisdomTree reports record assets under management of $144.5 billion for 2025, driven by $8.5 billion in net inflows and strategic acquisitions. The firm forecasts continued margin expansion and highlights digital assets, European thematics, and private markets as key growth engines for the coming year.
Cavco Industries reported a 21% year-over-year revenue increase to $508.4 million for fiscal Q4 2025, driven by a 28.5% surge in home shipments. Despite February weather disruptions and ongoing economic uncertainty, the manufactured housing leader saw a strong March rebound, executed a $33 million stock buyback, and launched a company-wide rebranding initiative aimed at simplifying the homebuyer journey.
American Express reported fourth-quarter earnings that narrowly missed analyst forecasts, yet a modest stock decline reflects investor confidence in its robust guidance and the sustained momentum of its high-end cardmember base.
HSBC has raised its rating on New Oriental Education & Technology Group (NYSE: EDU) from 'Hold' to 'Buy', following the company's better-than-expected Q2 FY2026 results. The upgrade highlights a robust recovery in core businesses and strategic expansion into new educational initiatives.
Compass Point initiates coverage on Orchid Island Capital (ORC) with a Neutral rating, citing concerns that the REIT's high dividend payouts could constrain its per-share book value appreciation despite its current undervaluation.
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.
