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.
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.
Tyson Foods reported stronger-than-expected fourth-quarter revenue and profit, driven by strategic pricing and operational execution. However, analysts remain cautious as the meatpacking giant continues to navigate stagnant sales volumes and a challenging path to meaningful expansion.
Napco Security Technologies reported better-than-expected fourth-quarter results for CY2025, driven by robust growth in its high-margin recurring service revenue and sustained demand for its physical security products.
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.
For those on a fixed income, inflation isn't just an economic indicator—it's a direct assault on financial security. Experts warn that failing to plan for rising costs can halve a retiree's purchasing power over decades. Here’s a strategic guide to building a resilient portfolio.
The European Commission has granted regulatory approval, concluding the acquisition of iconic Italian motorsports brand Dainese by asset management firms Arcmont and HPS Investment Partners, effectively placing ownership under major institutional investors.
GIGABYTE is expanding its strategic partnership with AMD to launch a new generation of AI-enhanced gaming laptops, motherboards, and monitors. This collaboration integrates AMD's Ryzen AI and 3D V-Cache technologies directly into consumer hardware, aiming to deliver tangible benefits in gaming smoothness, system stability, and creative workflow acceleration.
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.
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.
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.
The payments giants Visa and Mastercard reported robust revenue and earnings growth for their latest quarters, though their premium valuations continue to spark investor debate on which offers the superior long-term opportunity.
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 British Columbia court has given its final approval to Coeur Mining's planned acquisition of New Gold, moving the deal that will create a North American precious metals giant one step closer to its expected H1 2026 closing.
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.
Amazon's recent workforce reductions, bringing total corporate cuts to 30,000, reflect a broader shift in how layoffs are perceived. No longer framed as a sign of failure, they are increasingly presented as a strategic, forward-looking move to streamline operations and focus on priorities like AI, a narrative that resonates with investors despite the human impact.
A new discounted cash flow analysis suggests shares of the German industrial giant KION GROUP AG could be undervalued by nearly 30%, presenting a potential opportunity for investors amid broader market volatility.
Analysts at Piper Sandler have increased their price target for Permian Basin-focused producer Diamondback Energy (FANG) to $218, maintaining an Overweight rating. The move comes as the firm anticipates solid Q4 results for gas-focused companies, while oil producers navigate a tougher pricing environment.
