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.
Digital asset investment products witnessed their largest weekly capital flight since late 2025, with Bitcoin and Ethereum bearing the brunt of a $1.73 billion exodus. The sell-off, concentrated in the U.S., underscores a sharp pivot in risk appetite amid shifting macroeconomic winds, though Solana and select regions bucked the trend with modest inflows.
The startup, which pivoted from digital business cards, now provides the API infrastructure enabling AI companies to deploy chatbots directly within iMessage, RCS, and SMS, capitalizing on the shift away from traditional apps.
MarketAxess Holdings (MKTX), once a high-flying fintech darling, has seen its share price erode by nearly 70% over five years. As the bond trading platform grapples with shifting market dynamics and increased competition, investors are left debating whether the current valuation presents a rare buying opportunity or signals deeper structural challenges.
Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.
NETSTREIT Corp. (NYSE: NTST) has delivered impressive shareholder returns over the past year, significantly outpacing its longer-term performance. As the stock hovers near $19, investors and analysts are debating whether its current price fully reflects the fundamentals of this necessity-based retail REIT or if momentum has gotten ahead of value.
With Warren Buffett's retirement, Berkshire Hathaway faces its most significant leadership transition. Yet, under new CEO Greg Abel, strategic portfolio shifts and a colossal war chest are fueling analyst optimism for the conglomerate's next chapter.
As Alphabet's stock demonstrates resilience amid market volatility, its Gemini AI platform emerges as a central driver. With deep integration across Google's ecosystem and new agentic capabilities, the tech giant is positioning itself not just to compete, but to lead the next phase of the AI race. We examine the challenges and opportunities ahead.
A sharp weekend sell-off in Bitcoin's spot market has left a significant pricing gap on the CME's futures exchange, a phenomenon traders are watching closely for a potential rebound signal.
While EOG Resources' stock has lagged behind its energy sector peers, a majority of analysts maintain a bullish stance, betting on the company's disciplined capital returns and operational execution to drive a potential rebound.
With shares up over 100% in a year, investors are weighing whether to buy AMD stock before its February 3rd earnings report, as the chipmaker capitalizes on the AI boom.
BofA Securities has trimmed its price target for Uber Technologies, citing near-term uncertainties in the autonomous vehicle sector, even as the company launches a new internal data initiative aimed at accelerating AV development.
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.
Ford Motor Company launches a dedicated energy storage business, Ford Energy, appointing Lisa Drake to lead the charge into the rapidly growing battery storage market, signaling a strategic expansion beyond vehicle manufacturing.
Caterpillar Inc. (CAT) reported stronger-than-expected fourth-quarter results, driven largely by surging demand for power generation equipment from the artificial intelligence data center sector, offsetting softer performance in its traditional construction and mining divisions.
In his final earnings call before stepping down, Disney CEO Bob Iger cautioned his likely successor against complacency, highlighting the company's improved financial health and the need for continued evolution in a fast-changing media landscape.
Oracle plans a massive $45-50 billion capital raise to expand its cloud infrastructure for AI, backed by a record $523 billion order backlog. While securing its future in the AI race, the aggressive move exposes the tech giant to significant execution and financial risks as cash flow turns negative.
A Milton, Massachusetts man's attempt to clear roof ice with a blowtorch during a severe winter storm sparked a fast-moving attic fire, prompting warnings from officials about the dangers of DIY ice removal.
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.
Taiwan Semiconductor Manufacturing Co. (TSMC) has unveiled an aggressive capital expenditure plan for 2026, signaling robust confidence in sustained demand driven by artificial intelligence and high-performance computing, which has spurred a significant rally in its shares and upward revisions from analysts.
