XPO's dual recognition of driver safety excellence coincides with significant institutional options activity targeting 2026, setting the stage for a pivotal period as the company navigates leadership change and high expectations for its core LTL business.
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.
Realty Income, the renowned monthly dividend payer, is making a strategic pivot by acquiring industrial assets in Mexico and establishing a new fee-based asset management business for institutional investors, signaling a significant expansion beyond its core U.S. retail net-lease portfolio.
Citizens and Mizuho reaffirm positive ratings for Zscaler, highlighting its formidable competitive advantages rooted in complex implementation and high switching costs that lock in enterprise clients.
Billionaire Mark Cuban champions Bitcoin's digital utility over gold's physical heft for crisis scenarios, but institutional flows and central bank demand tell a different story, highlighting a deepening divide in safe-haven strategies.
As Bitcoin and Ethereum trade significantly below recent peaks, investors face a critical choice. While both present compelling opportunities, a deeper analysis of market dynamics, institutional sentiment, and long-term narratives suggests one digital asset may hold a decisive edge in the current cycle.
While the crypto market navigates volatility, two assets priced under $2—XRP and Sui—are drawing institutional interest and possess specific catalysts that could drive significant growth in the coming year.
The IT infrastructure giant is deepening its SAP partnership with a new Center of Excellence and an AI-powered 'Clean Field' methodology, aiming to automate complex migrations and modernizations for enterprise clients. The strategic push highlights Kyndryl's attempt to pivot from low-margin maintenance work to higher-value AI-enabled transformation services.
Investment firm Artemis Investment Management has established a significant new position in Commercial Metals Company, a leading steel producer and recycler, signaling confidence in the firm's strategic direction and growth prospects despite a recent share price surge.
President Trump's selection of Kevin Warsh to lead the Federal Reserve has bolstered the dollar and triggered a sharp sell-off in gold and silver, raising questions about the future of the metals trade amid shifting monetary policy expectations.
A sharp reversal in gold and silver prices, coupled with a slide in Bitcoin and Asian equities, rattled investors at the start of February, raising questions about the sustainability of recent market rallies.
Facing pressure from both investors and regulators, banks and wealth managers are turning to pass-through voting mechanisms to reclaim shareholder influence and align stewardship with client values, even within passively managed funds.
Major financial institutions Barclays and Morgan Stanley maintain projections for two interest rate cuts in 2024, despite President Trump's nomination of inflation hawk Kevin Warsh to chair the Federal Reserve. Analysts suggest policy continuity in the near term, though Senate confirmation faces political hurdles.
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.
Fieldguide, an AI-native platform for accounting and audit, secures major funding as it aims to tackle the profession's deepening talent shortage by automating routine work and reshaping traditional firm operations.
Prime Minister Jonas Gahr Stoere has publicly agreed with Crown Princess Mette-Marit's own assessment that she showed "poor judgement" in maintaining contact with convicted sex offender Jeffrey Epstein. The comments come as newly released court documents reveal extensive email correspondence, adding pressure on the Norwegian monarchy during a period of significant personal and institutional challenges.
As mortgage rates fluctuate and ambitious policy ideas emerge, economists warn that financing tweaks cannot solve the core issue: a chronic shortage of homes.
Truist Securities raises its price target on Huntington Bancshares (HBAN) following a robust Q4 performance, as the regional bank forecasts record interest income growth and benefits from improving industry tailwinds.
Identifying companies with sustainable growth engines is a perennial challenge for investors. We analyze three firms—Vertiv, Ares Management, and Halozyme Therapeutics—that are expanding their competitive moats and delivering robust revenue growth, offering potential shelter in uncertain times.
Focused Wealth Management significantly reduced its stake in a short-term Treasury ETF, signaling a strategic pivot towards equities as stock markets reach new highs. The move highlights a broader trend of capital rotation in response to shifting risk appetites.
