Diamond Hill Capital's Large Cap Fund added Wix.com to its portfolio in Q4 2025, positioning the web development platform as a fundamentally sound investment despite recent stock weakness and a cautious view on AI hype.
A wave of insider selling at T-Mobile US, totaling over $13 million in the past year, has caught the market's attention. While recent buying by the CEO offers a counter-narrative, the sustained disposals by multiple executives prompt a closer look at the telecom giant's valuation and future prospects.
A staggering 83% ownership of Eaton Corporation by institutional investors creates a landscape of concentrated power, where major fund moves could dictate the stock's volatility and future trajectory.
While tech stocks soared on AI optimism in Q4 2025, Diamond Hill's Large Cap Fund took a contrarian stance, adding healthcare company Solventum to its portfolio. The fund's managers express caution on overheated AI valuations and highlight cash-generative businesses as key opportunities.
The Panama Canal Authority has unveiled stringent pre-qualification criteria for firms bidding on two major new terminals, demanding proven global scale and experience, as it advances an $8.5 billion modernization plan amid recent port contract upheavals.
The Austin-based fitness franchisor, backed by actor Mark Wahlberg, has reached a settlement in a class-action lawsuit. Shareholders alleged the company inflated its growth prospects prior to its 2021 public listing, which was followed by a steep decline in value and its removal from the NYSE.
Despite a recent 4.6% bounce, Ethereum faces mounting headwinds as key metrics tracking long-term holder conviction have plummeted nearly 90%, raising the specter of a deeper correction toward $1,500.
Amid a tech-led market rally, Diamond Hill Capital's Large Cap Fund took a contrarian position in the fourth quarter, initiating a stake in natural gas producer EQT Corporation. The fund's latest letter outlines a cautious view on AI euphoria while positioning for resilience in energy fundamentals.
China's COMAC showcases its C919 narrowbody jet at the Singapore Airshow, aiming to boost international sales after strong domestic adoption but facing geopolitical and market barriers abroad.
HNI Corporation sees its price target raised to $75 by Benchmark Co., fueled by optimism around its planned acquisition of Steelcase and strategic facility consolidation aimed at boosting profitability.
Despite a modest year-to-date rebound, Conagra Brands' stock continues to trail the broader market significantly, with Wall Street analysts expressing caution over persistent industry headwinds and muted growth prospects.
A reader asks if taxes can be completely avoided when converting a 401(k) to a Roth IRA. While a full escape isn't possible, financial experts outline key timing and planning strategies to significantly reduce the long-term tax burden.
Citi Research has initiated coverage on Sanofi with a Neutral rating and an €85 price target, citing pipeline setbacks and a lack of near-term catalysts. The analysis comes as the French pharma giant reports positive Phase 3 results for its eczema drug amlitelimab.
Evercore ISI downgraded MetLife (MET) to 'In Line' and cut its price target, citing earnings risks and valuation. However, the insurer's strong growth in Asia and strategic opportunities present a complex picture for investors.
Keurig Dr Pepper has launched an $18 billion all-cash offer to acquire Dutch coffee giant JDE Peet's, a move set to reshape the global beverage landscape and split KDP into two separate public companies.
Elon Musk consolidates his space and AI ventures as SpaceX acquires xAI, with a combined valuation nearing $1.25 trillion. The move precedes a highly anticipated SpaceX IPO that could become the largest in history and reignite the global market for new listings.
Allstate (NYSE: ALL) sees renewed analyst confidence with multiple price target increases, driven by a significant drop in catastrophe losses and improved reinsurance costs. The insurer's financial resilience is in focus ahead of its Q4 2025 earnings call.
Mizuho Securities lowered its price target for Qualcomm, citing a weaker outlook for global smartphone shipments and increased competition. The firm projects a potential decline in handset production and pressures from rising memory costs.
Specialty materials maker ATI (NYSE: ATI) saw its shares surge after reporting fourth-quarter earnings that topped estimates, even as revenue came in slightly below Wall Street forecasts. The company pointed to strong demand in aerospace and defense as a key driver.
Electrical equipment maker Hubbell (NYSE:HUBB) reported fourth-quarter sales of $1.49 billion, aligning with Wall Street estimates, though underlying organic growth signals a moderation in demand.
