Fidelity Investments and Broadcom have settled a legal dispute that threatened Fidelity's access to business-critical software, averting a potential operational crisis. The agreement, reached just before a key court hearing, ensures continued service for a Fidelity subsidiary.
Winnebago Industries' stock has been on a rollercoaster, leaving investors questioning if its current price near $46 reflects its true worth. A deep dive into valuation metrics paints a concerning picture, suggesting the shares may be significantly overvalued despite recent momentum in the outdoor recreation sector.
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.
Edwards Lifesciences (NYSE: EW) has terminated its planned takeover of JenaValve, opting instead to reinvest capital into its internal transcatheter aortic (TAVR) and mitral valve development programs. The strategic pivot underscores a renewed focus on organic growth in its core structural heart business.
JPMorgan Chase, Bank of America, and Wells Fargo announce plans to match a $1,000 government deposit into retirement accounts for children of eligible employees, part of a new national savings initiative.
The Walt Disney Company surpassed Wall Street's revenue and earnings expectations for its fiscal first quarter, powered by strength in its streaming services and theme parks. The media giant reaffirmed its full-year forecast for double-digit profit growth, signaling confidence in its ongoing strategic transformation.
Amazon is negotiating a landmark investment of up to $50 billion in OpenAI, according to sources familiar with the matter. The move could position the tech giant as the lead investor in a funding round aiming to raise up to $100 billion ahead of a potential trillion-dollar IPO.
Microsoft's aggressive investment in AI infrastructure led to a sharp rise in capital expenditures, while its flagship Azure cloud service showed signs of moderating growth. The mixed results triggered a significant after-hours sell-off, raising questions about the near-term profitability of its AI ambitions.
NVIDIA's CEO Jensen Huang indicates that Chinese regulatory approval for the sale of its flagship H200 AI chip is still pending, amid high demand from major tech firms and ongoing U.S.-China tech tensions.
Investment firm Curreen Capital, which targets undervalued 'ugly duckling' companies, reported strong 2025 returns. Its latest investor letter highlights automotive parts retailer Advance Auto Parts (AAP) as a prime example of its contrarian approach, despite the stock's recent volatility and mixed performance.
Investment firm Curreen Capital posted a 30.97% annual return for 2025, crediting its focus on undervalued, well-managed companies. The firm's latest investor letter highlights home service provider Frontdoor (FTDR) as a key holding, despite it not being among the most popular hedge fund picks.
While tech captures headlines, a selection of energy and utility companies present a compelling case for reliable, high-yield dividend income in the coming year, backed by essential infrastructure and evolving demand drivers.
Investors who held shares in SouthGobi Resources Ltd. (CVE:SGQ) since 2019 have seen a staggering 486% return, a powerful case study in long-term equity investing despite recent volatility.
A catastrophic landslide has torn through the historic Sicilian town of Niscemi, forcing mass evacuations and exposing a legacy of bureaucratic delays and unheeded geological warnings that left the community perilously vulnerable.
An AI-driven analysis suggests JPMorgan Chase stock could see a slight decline to around $295 by mid-April, as the banking giant contends with rising operational costs and regulatory uncertainty, despite strong fundamentals and shareholder returns.
Investment firm Curreen Capital, known for targeting undervalued 'ugly duckling' companies, highlighted contract research organization Fortrea Holdings as a prime example of its strategy in its latest investor letter. The firm reported a 30.97% return for 2025.
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.
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.
The Walt Disney Company announced blockbuster quarterly earnings driven by historic box office and streaming performance, though profits were pressured by a resolved YouTube dispute, rising costs, and a broader slowdown in international travel to U.S. destinations.
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.
