AT&T's landmark deal to acquire Lumen's fiber assets signals a major strategic pivot, creating a new open-access network subsidiary to expand its broadband reach and challenge rivals Verizon and T-Mobile.
Driven by robust subscriber growth, a surge in free cash flow, and a new $10 billion buyback plan, AT&T's stock rallied over 10% this week, signaling renewed investor confidence in the telecom giant's convergence strategy.
Tesla's sales decline in Europe continues despite new lower-cost models, while industry buzz swirls around a hotly denied report of potential Ford-Xiaomi collaboration. Meanwhile, U.S. dealers show surprising pragmatism toward the EV transition.
Specialty insurer Kinsale Capital Group continues to outpace broader industry growth in key metrics, driven by its focus on underserved, higher-risk markets. However, its premium valuation and recent stock volatility have intensified debate among investors about its long-term sustainability.
Investment firm Curreen Capital posted strong 2025 results, crediting its focus on undervalued 'ugly duckling' stocks. The fund's latest letter spotlights VF Corporation (VFC), the embattled owner of Vans and The North Face, as a potential turnaround play despite its shares falling over 20% in the past year.
Investment firm Curreen Capital, which targets undervalued 'ugly duckling' companies, reported strong 2025 returns. Its latest investor letter highlights automotive parts retailer Advance Auto Parts (AAP) as a prime example of its contrarian approach, despite the stock's recent volatility and mixed performance.
Investment firm Curreen Capital posted a 30.97% annual return for 2025, crediting its focus on undervalued, well-managed companies. The firm's latest investor letter highlights home service provider Frontdoor (FTDR) as a key holding, despite it not being among the most popular hedge fund picks.
First Pacific Advisors' FPA Crescent Fund disclosed it sold its position in tech giant Microsoft in Q4 2025. The value-focused fund explained the move was driven by a search for greater upside in other AI-related investments, despite acknowledging Microsoft's strong fundamentals.
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.
Raymond James Financial bolsters its wealth management platform with the acquisition of Clark Capital Management and the launch of a proprietary AI operations agent, aiming to enhance scale and advisor productivity amid fierce industry competition.
President Trump's apparent endorsement of a weaker dollar is not mere rhetoric but a strategic pillar of his economic agenda, aimed at boosting US competitiveness and narrowing the trade deficit, with significant implications for global central banks and currency markets.
A major grant from Centene's foundation aims to tackle housing insecurity for justice-involved individuals in Chicago, spotlighting the healthcare giant's community investments as its stock faces persistent headwinds.
Energy Transfer LP announced a significant increase to its quarterly distribution alongside a multi-billion dollar capital expenditure plan for new pipeline and infrastructure projects, signaling confidence in its cash flow stability and long-term growth prospects.
A major stake increase by O'Donnell Financial in the iShares AAA CLO Active ETF (CLOA) highlights institutional interest in high-grade, actively managed securitized credit as a source of yield in a complex rate environment.
D-Wave Quantum solidifies its dual-platform quantum computing approach through the acquisition of Quantum Circuits Inc. and the launch of a major Florida R&D hub, backed by new multi-million dollar commercial and academic agreements.
As Amdocs prepares to report its quarterly earnings, investors are weighing its growth trajectory against a backdrop of mixed sector performance and heightened scrutiny on profitability.
DoorDash is deploying autonomous delivery robots in the suburbs while advocating for legislation to improve food access for rural seniors, signaling a strategic push beyond its urban core into new markets and use cases.
The FDA's approval of a repeat treatment protocol for Glaukos's iDose TR implant transforms it from a one-time procedure into a potential chronic therapy platform, reshaping its commercial narrative and investor calculus in the competitive glaucoma market.
Shares of Uniti Group Inc. (UNIT) surged Friday, extending a three-day rally after the telecom infrastructure firm successfully raised $960 million through a novel securitization of its residential fiber assets, signaling strong investor appetite for its expansion strategy.
Shares of Colgate-Palmolive jumped over 6% as the consumer goods giant outlined a resilient growth plan through 2026, even after reporting a significant profit decline in a tough operating climate.
