In a move that resets strained bilateral relations, the U.S. and India announced a preliminary trade agreement. The deal lowers U.S. tariffs on Indian goods and scraps punitive duties linked to Russian oil, though key details on purchase commitments remain unconfirmed.
Becton Dickinson (BD) sees its price target raised by Piper Sandler as the medtech giant prepares to overhaul its financial reporting structure and invests heavily in prefillable syringe production to meet booming demand for GLP-1 and biologic drugs.
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.
Freshly released court files detail a $3 million investment in Coinbase's 2014 funding round linked to Jeffrey Epstein, adding another layer of complexity to the cryptocurrency industry's early financial history and its ties to controversial figures.
Baron Discovery Fund's latest investor letter spotlights Exact Sciences (EXAS) as a key contributor, buoyed by strong market adoption of its cancer screening tests and favorable industry dynamics, despite the fund's broader quarterly underperformance.
Cognex Corporation (CGNX) shares have shown recent strength, closing at $39.76. While the stock gained 7.7% over the past month, it remains down sharply over three and five-year horizons, presenting investors with a complex valuation puzzle amid shifting industrial automation trends.
Diamond Hill Capital's latest investor letter reveals the Large Cap Fund's Q4 2025 results, highlighting Capital One Financial as a key performer despite the fund's overall cautious stance on AI-fueled market rallies.
Visa is expanding its reach through key partnerships with Amenify, Mercuryo, and UnionPay International, targeting embedded finance in housing, crypto-to-fiat conversions, and cross-border remittances into China.
Shares of Canadian materials firm 5N Plus surged after securing an $18.1 million U.S. government grant to expand germanium recycling in Utah and announcing a 25% capacity increase for space-grade solar cells at its German subsidiary, AZUR SPACE, by 2026.
Synopsys is integrating its high-speed connectivity IP with Lightmatter's photonic computing platform, aiming to redefine bandwidth and efficiency for AI accelerator clusters in future data centers.
With major U.S. indices trading at historically high multiples, investors are increasingly looking abroad. The Vanguard Total International Stock ETF (VXUS) offers a diversified, value-oriented path to global growth, contrasting sharply with the concentrated tech exposure of the domestic market.
PayPal Holdings Inc. has announced a sudden leadership change, replacing CEO Alex Chriss with board chair and HP veteran Enrique Lores. The move, effective March 1, follows a period of perceived strategic delays and a disappointing quarterly earnings report that sent shares tumbling.
While broader markets edged higher, shares of Merck and Pfizer fell Tuesday following their quarterly results, underscoring the strategic pivots and patent-cliff pressures quietly reshaping the pharmaceutical industry.
Despite trailing the broader market over the past year, Intercontinental Exchange (ICE) retains robust analyst confidence, with a 'Strong Buy' consensus and significant projected upside ahead of its upcoming earnings.
While Apple's latest quarterly results showcased staggering iPhone growth, analysts are zeroing in on CEO Tim Cook's cautious remarks about persistent supply constraints and rising memory costs, which could pressure margins in the coming months.
Amid a tech-driven market rally, American International Group (AIG) emerged as a key performer for Diamond Hill Capital's Large Cap Fund in late 2025, highlighting a shift toward fundamentally sound, cash-generative businesses.
Shares of animal health leader Zoetis Inc. (ZTS) traded lower this week following a subdued financial outlook for 2026. The stock's underperformance was highlighted in Diamond Hill Capital's latest investor letter, which contrasted the company's challenges against a broader market rally fueled by AI optimism.
After a steep 18% drop in January, Palantir Technologies shares rebounded sharply on the back of a strong quarterly report, highlighting the intense scrutiny facing high-flying AI stocks.
Despite a strong quarterly market rally led by tech, Diamond Hill Capital's Large Cap Fund underperformed, citing caution on AI hype. Food distribution giant Sysco was a notable laggard in the fund's portfolio, with analysts pointing to broader concerns over consumer spending and the restaurant industry's outlook.
Amid a tech-led market rally, investment manager Diamond Hill Capital reveals a new position in industrial conglomerate Dover Corporation, highlighting a strategic pivot towards cash-generative businesses while expressing caution on overheated AI valuations.
