Julius Bär

Business

Baron Discovery Fund Bets Big on indie Semiconductor Amid Market Volatility, Sees Long-Term Value in Auto Tech

Baron Discovery Fund increased its stake in indie Semiconductor (INDI) in Q4 2025, signaling conviction in the automotive chip designer despite recent share price weakness. The move comes as the fund outlines its strategy for navigating a shifting AI landscape and positions for a potential high-growth 2026.

Feb 4, 2026

Business

Cracker Barrel Tightens Belt: New Policy Mandates Employee Dining at Own Restaurants Amid Financial Strain

The iconic Southern-themed chain Cracker Barrel is implementing a cost-cutting measure requiring traveling staff to eat only at company-owned locations, as it navigates financial challenges and recent public relations setbacks.

Feb 4, 2026

Business

Brookfield's Fintech Play: A Quiet Power Move Through Barclaycard Leadership

The appointment of fintech veteran Jason Lalor to lead Barclaycard Payments signals a strategic, long-term bet by Brookfield Asset Management, embedding its influence within a major UK bank's payment infrastructure.

Feb 4, 2026

US

A Morning Turned Deadly: The Unsolved Execution of Elizabeth Barraza and a Family's Seven-Year Quest for Answers

Seven years after Elizabeth Barraza was gunned down while setting up a garage sale in her Tomball, Texas driveway, the case remains a chilling, active investigation. Harris County investigators describe a meticulously planned 'execution' and hold out hope that advancing forensic technology may finally provide a break in the baffling crime.

Feb 4, 2026

Business

BARK Earnings Preview: Can the Pet Products Specialist Reverse Its Slump?

Bark, Inc. is set to report its fourth-quarter financial results after the bell on Thursday, with analysts anticipating a continued decline in revenue. The report comes amid a challenging period for the direct-to-consumer pet brand.

Feb 4, 2026

Business

Gold Giants Newmont and Barrick Tumble: A Buying Opportunity or a Trap?

A sharp sell-off in gold and mining stocks, triggered by Fed chair nomination fears, has investors questioning if the plunge in giants like Newmont and Barrick presents a strategic entry point or signals deeper trouble.

Feb 4, 2026

US

Sanders Distances Himself from Past Praise of Gabbard Amid Election Security Role Scrutiny

Senator Bernie Sanders, when pressed by CNN on his past laudatory remarks about Director of National Intelligence Tulsi Gabbard, dismissed them as being from 'way back when,' highlighting the political shift surrounding her controversial election security assignment.

Feb 4, 2026

Business

Barclays Bets on Apple Hospitality REIT with Overweight Rating, Defying Sector Skepticism

Barclays has initiated coverage on Apple Hospitality REIT (NYSE:APLE) with an Overweight rating and a $14 price target, positioning the hotel-focused trust as a standout in a sector often viewed by investors as a short-term play rather than a source of durable returns.

Feb 3, 2026

Business

Barclay Family's Swiss Property Sale Raises Alarm in £140m Debt Battle with HSBC

HSBC has warned a London bankruptcy court that the sale of a Swiss retreat by the Barclay brothers could signal an attempt to shield assets from creditors, as the bank pushes for a swift resolution to recover £140m in personally guaranteed debts.

Feb 3, 2026

Business

Beyond the Barista: Peet's Coffee Closures Spark Union Showdown Over Worker Rights

The recent shuttering of several Peet's Coffee locations has shifted focus from consumer inconvenience to a heated labor dispute, as unionized employees accuse management of sidestepping legal bargaining obligations over severance and job impacts.

Feb 3, 2026

Business

Cracker Barrel Tightens the Purse Strings: New Travel Dining Rules for Employees Unveiled

In a bid to control costs amid declining sales, Cracker Barrel Old Country Store has issued new travel and expense guidelines requiring staff to dine primarily at company locations while on the road, according to an internal memo.

Feb 3, 2026

Business

Crypto Mogul Barry Silbert Calls Market Plunge a 'Divine Gift,' Doubles Down on Core Holdings

Digital Currency Group CEO Barry Silbert views the recent sharp downturn in cryptocurrency markets not as a crisis, but as a necessary cleansing that will pave the way for the next major capital rotation. He reveals his conviction in Bitcoin, Ethereum, and a select few altcoins even as prices tumble.

Feb 3, 2026

Business

Barrington Boosts Cimpress Price Target to $95, Citing Strong Q2 Performance and Upbeat Guidance

Investment firm Barrington has increased its price target for Cimpress (CMPR) from $83 to $95, maintaining an Outperform rating. The move follows the company's solid second-quarter results and raised financial outlook for fiscal 2026, alongside a reiterated long-term EBITDA target.

Feb 3, 2026

Business

Cracker Barrel Mandates In-House Dining for Traveling Staff Amid Cost-Cutting and Brand Turmoil

Leaked internal memo reveals Cracker Barrel is requiring employees to eat primarily at its own restaurants during business trips, while also curtailing travel and alcohol reimbursements, as the chain grapples with financial pressures and fallout from a controversial rebrand.

Feb 3, 2026

Business

Barclays Trims Fastenal Target as Pricing Pressure Clouds Solid Volume Growth

Barclays has adjusted its price target for industrial supplier Fastenal following a mixed Q4, where volume gains were offset by competitive pricing and softer demand. The company, a noted dividend aristocrat, also outlined plans for significant capital expenditure increases in the coming years.

Feb 3, 2026

Business

Barclays Cuts McCormick Target as ERP Costs, Tariff Pressures Cloud Outlook

Barclays has lowered its price target for spice giant McCormick & Company, citing heightened concerns over the accelerated rollout of a new enterprise system and persistent tariff-related cost inflation that are set to squeeze 2026 profits.

Feb 3, 2026

Business

Baron Discovery Fund Bets on Medical Aesthetics, Highlights Establishment Labs as Top Performer

In its Q4 2025 letter, Baron Discovery Fund pointed to medical technology firm Establishment Labs Holdings (ESTA) as a key contributor, despite the fund's slight underperformance against its benchmark. The fund remains optimistic about a high-growth, low-inflation environment in 2026.

Feb 3, 2026

Business

Baron Discovery Fund Bets on Waste Management, Adds Casella Waste Systems to Portfolio

In its Q4 2025 letter, Baron Discovery Fund outlined its strategy and a new position in Casella Waste Systems (CWST), highlighting the waste management firm's resilience and growth in a challenging market for momentum-driven stocks.

Feb 3, 2026

Business

Baron Discovery Fund Bets on JFrog as Software Supply Chain Play, Despite Mixed Quarterly Returns

Baron Discovery Fund's Q4 2025 letter reveals a new position in JFrog Ltd. (FROG), highlighting the software DevOps platform as a long-term growth pick. The fund underperformed its benchmark in the quarter but maintains an optimistic outlook for 2026.

Feb 3, 2026

Business

Cracker Barrel's New Travel Policy Sparks Debate: Employees Directed to Dine In-Chain

A leaked internal memo reveals Cracker Barrel is now requiring traveling employees to eat at its own restaurants, while cutting alcohol reimbursement—a move raising eyebrows about the chain's strategy amid shifting sales.

Feb 3, 2026