As SpaceX reportedly engages banks for a potential 2026 public offering, the pre-IPO secondary market for late-stage tech giants is booming, offering a critical liquidity valve and reshaping the path to going public.
Amid a cautiously optimistic market backdrop, companies where executives hold significant stakes are drawing investor attention. We examine three such firms where insider buying and strategic moves signal confidence in long-term growth.
Oxford Lane Capital (OXLC) reported a challenging third fiscal quarter, marked by a significant drop in net asset value and investment income, prompting management to reduce its monthly distribution. The firm cited volatile conditions in the CLO and leveraged loan markets as key headwinds, while outlining a strategy to preserve capital for opportunistic investments.
As leveraged positions trigger a violent cross-asset selloff, ARK Invest founder Cathie Wood suggests gold's rally shows signs of a late-cycle bubble, pointing to extreme valuation metrics. The dramatic session saw nearly $9 trillion in market value swing across equities and metals.
Facing stiff competition from synthetic fibers, the cotton industry's leading research and promotion body has created a chief marketing officer role and merged its marketing teams to drive demand across the entire supply chain.
Investment firm Giverny Capital outlines its rationale for adding Watsco to its portfolio, highlighting a value-oriented strategy as markets remain dominated by AI euphoria. The firm's latest investor letter reveals a challenging quarter of narrow returns.
Investment firm Giverny Capital highlights insurance distributor TWFG as a key holding in its latest letter, revealing a challenging year where its value-focused strategy lagged the AI-fueled market rally.
Investors in lighting specialist FW Thorpe have seen a negative total shareholder return of 25% since 2021, starkly underperforming the broader market's gains. Despite steady revenue growth, the share price decline highlights a disconnect with company fundamentals.
A new breed of online platforms is enabling speculation on housing market trends without the need to buy property, drawing both intrigued investors and sharp regulatory criticism.
While the German market gained a modest 7.7%, steel dust recycling leader Befesa (ETR:BFSA) delivered a total shareholder return of 54% over the past twelve months. This impressive rebound follows a challenging three-year period, sparking investor debate on whether it signals a sustained recovery or a temporary rally.
While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.
Investment firm Giverny Capital has sold its position in auto-finance provider Credit Acceptance Corporation, citing a challenging market environment dominated by AI hype and large-cap tech outperformance. The move highlights a broader divergence between fundamental business performance and current investor sentiment.
Amid a sluggish housing sector, Installed Building Products (IBP) has demonstrated remarkable resilience, becoming a standout performer in Giverny Capital's portfolio. The insulation specialist's shares have surged over 50% in the past year, bucking broader market trends.
As markets face significant pressure, certain portfolios tied to strategic commodities, resilient tech, and innovative crypto infrastructure are showing notable resilience. Analysts point to long-term thematic bets that are weathering the current storm.
U.S. stock futures pointed to a lower open Monday as investors braced for a flood of corporate earnings and crucial labor market reports that could sway Federal Reserve policy expectations.
After a prolonged period of U.S. dominance, international equities are staging a comeback. Analysts point to shifting fundamentals, attractive valuations, and a weakening dollar as tailwinds for emerging markets, with one Vanguard ETF positioned at the center of this transition.
A sharp sell-off in gold and silver, alongside falling oil prices, has sparked volatility across global markets at the start of a week packed with major earnings and central bank decisions.
Despite a brutal 50% share price plunge over three months, Reitar Logtech Holdings (NASDAQ:RITR) exhibits underlying financial resilience. While its Return on Equity appears weak, the company's aggressive reinvestment strategy has fueled a remarkable 26% net income growth over five years, starkly outperforming its struggling industry. This analysis delves into the disconnect between short-term market sentiment and the firm's long-term operational engine.
Amid a choppy market landscape in early 2026, value investors are scanning for opportunities. We analyze three companies—Viavi Solutions, Kontoor Brands, and Robert Half—whose current share prices appear significantly disconnected from their estimated intrinsic worth based on cash flow projections.
The rapid adoption of OpenClaw, an open-source autonomous AI agent platform, is moving beyond social media buzz to directly execute transactions on blockchain networks, prompting both excitement about efficiency and deep concerns over market stability and accountability.
