Despite a challenging 2025, Giverny Capital's latest investor letter highlights Charles Schwab as a key portfolio contributor, projecting sustained growth for the financial giant as market dynamics evolve.
Finance ministers from Germany and Poland have called for a joint leadership role in boosting Europe's competitiveness, citing a shifting global landscape and internal bureaucratic hurdles.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
Retirement shifts the financial focus from accumulation to strategic decumulation. We explore key strategies—from bucket approaches to risk management—to help retirees sustain their lifestyle over a potentially decades-long horizon.
The Walt Disney Company (NYSE:DIS) reported stronger-than-expected fourth-quarter revenue of $25.98 billion, a 5.2% year-over-year increase, with adjusted earnings per share also surpassing analyst estimates. The results highlight resilience in its Experiences and Entertainment segments amid ongoing industry challenges.
Palantir Technologies faces a critical earnings report as its shares, down 29% from their November peak, grapple with intense scrutiny over its sky-high valuation and shifting investor sentiment in the AI sector. The software firm must deliver strong guidance to prove its premium is warranted.
A Bangladeshi court has convicted British MP Tulip Siddiq in absentia on two further corruption charges, adding four years to her prison term. The cases center on allegations she used her influence with her aunt, former Prime Minister Sheikh Hasina, to illegally secure land for family members.
A new bilateral trade agreement between the United States and Guatemala aims to eliminate tariffs and streamline preferential treatment for textiles and apparel, a move hailed by U.S. industry leaders as a strategic step to reinforce regional manufacturing networks and counter Asian dominance.
Qatar has tripled its flagship venture capital fund to $3 billion, adding a strategic sweetener: subsidized access to AI computing power. The move aims to position Doha as a competitive hub for tech talent and deep-tech startups in the Gulf region.
IQVIA Holdings Inc. (NYSE:IQV) boasts a robust 20% Return on Equity, significantly outpacing its industry. However, a deeper look reveals a heavy reliance on debt, prompting analysts to weigh impressive profitability against underlying financial risk.
As Entergy Corporation (NYSE: ETR) carries a substantial $28.9 billion in net debt, analysts are scrutinizing whether the utility's growth strategy has overleveraged the company, raising questions about risk and long-term shareholder value.
The London-listed publisher, known for the Harry Potter series, is showing notable improvement in its returns on capital employed, outpacing industry averages and signaling robust reinvestment potential for future growth.
Digital asset investment products faced a second consecutive week of massive withdrawals, totaling $1.7 billion, pushing year-to-date flows into negative territory amid a hawkish Fed and market uncertainty.
The European Union's impending ban on Russian liquefied natural gas imports is poised to trigger orders for at least 30 new LNG tankers, as the bloc scrambles to reconfigure its energy supply chains ahead of key 2026-2027 deadlines.
Tron founder Justin Sun reveals plans to acquire up to $100 million in Bitcoin amid a significant market downturn, positioning the move as a strategic accumulation opportunity.
The U.S. Food and Drug Administration has issued a complete response letter for Aquestive Therapeutics' oral film drug designed to treat severe allergic reactions, the company announced Monday, delaying a potential new option for millions at risk.
Tyson Foods Inc. surpassed quarterly profit expectations, driven by resilient consumer demand for chicken. This strength helped offset significant challenges in its beef division, where historic herd shortages and soaring costs have reshaped the meat industry's landscape.
Former President Donald Trump has announced Kevin Warsh, a former Federal Reserve governor and economic advisor, as his pick to lead the central bank. The nomination comes as incumbent Chair Jerome Powell faces a federal investigation related to his congressional testimony.
The United States' formal exit from the World Health Organization, effective January 2026, may not trigger immediate changes, but experts warn it could gradually reshape the landscape of healthcare expenses for millions of Americans.
A growing movement to eliminate state income taxes is gaining momentum, backed by the White House. However, a new analysis warns that replacing lost revenue may require significantly higher sales taxes than proponents claim, forcing a fundamental choice: accept steeper consumption taxes or shrink the size of government.
