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.
Tenet Healthcare has regained complete ownership of its revenue cycle management subsidiary Conifer, buying out CommonSpirit Health's minority stake in a deal valued at nearly $2.7 billion. The move signals Tenet's renewed commitment to the business and plans for significant AI investment.
In a significant vote of confidence for Latin America's premier shale play, investment firm PING Capital Management has substantially increased its holding in Argentina-focused Vista Energy, underscoring a strategic focus on operational execution over mere commodity price speculation.
AIGH Capital Management has liquidated its entire position in semiconductor firm MaxLinear, a move that coincides with the chipmaker's recent strong quarterly earnings report, raising questions about the fund's strategy.
Wealthtech giant Envestnet unveils a new executive structure, appointing Jonathan Linstra to spearhead growth initiatives alongside relationship management, backed by a $1 billion product investment plan.
Snowflake announces a strategic $200 million partnership with OpenAI to integrate its AI models natively into the data cloud platform. The move aims to let enterprises query and analyze proprietary data using natural language, intensifying competition in the AI-infused data management sector.
As the 2027 deadline for Swift's Case Management standard approaches, banks face a strategic inflection point. Early adopters of native processing are poised to unlock operational resilience and revenue growth, while laggards risk entrenched inefficiency and competitive decline.
Pzena Investment Management's Focused Value Strategy lagged behind its benchmark in Q4 2025, with semiconductor firm Skyworks Solutions cited as a key detractor. The fund's commentary highlights the challenges for value investing in a market dominated by AI and mega-cap stocks.
TOPEKA — Kansas's popular Learning Quest 529 savings plans are set for a significant upgrade next month, promising families new investment options, enhanced planning tools, and reduced management fees under a new administrator, State Treasurer Steven Johnson announced.
Amid a quarter dominated by mega-cap tech and AI fervor, Pzena Investment Management's value-focused fund highlighted discount retailer Dollar General as a key performer, driven by strong earnings that propelled its stock.
The cryptocurrency wallet provider Exodus Movement reports disciplined capital management with a debt-free balance sheet and 1.5 million monthly users, even as BTIG trims its price target citing cautious volume outlook.
ASML's Q4 2025 bookings, driven by AI chip demand, smashed forecasts. While management raises 2026 guidance, shareholders question the durability of the surge and the company's exposure to geopolitical headwinds.
During UK Foreign Secretary Yvette Cooper's visit to Addis Ababa, British investor Gridworks signed landmark agreements to develop two major transmission projects. The deals, part of a broader UK strategy linking economic development with migration management, mark Ethiopia's first public-private partnerships in its power transmission sector.
While broader UK indices face headwinds, a closer look reveals potential in smaller-cap companies. We examine three penny stocks—Alumasc Group, Mercia Asset Management, and Roebuck Food Group—that are navigating economic challenges with distinct strategies and financial profiles.
In a move that deepens its cost leadership, Vanguard has reduced expense ratios on dozens of funds, marking the second major round of cuts under CEO Salim Ramji and highlighting the intense pressure on fees in the asset management industry.
Investment firm Ashva Capital Management highlights Advanced Micro Devices (AMD) in its latest investor letter, citing the chipmaker's disciplined execution as a cornerstone for enduring growth, even as the fund's overall 2025 returns trailed major indices.
Investment firm Ashva Capital Management reveals Micron Technology as its largest holding in its latest investor letter, detailing a conviction play on the memory chip giant's long-term trajectory amid AI-driven demand and market volatility.
Investment firm Ashva Capital Management outlines its investment case for The Walt Disney Company in its Q4 2025 letter, highlighting the entertainment giant's enduring value proposition amid near-term market volatility.
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.
Investment firm Giverny Capital Asset Management reduced its stake in industrial manufacturer AMETEK in Q4 2025, highlighting a disciplined approach to valuation as markets remain captivated by AI narratives. The firm's portfolio underperformed major indices, pressured by its underweight stance in mega-cap technology.
