Nvidia's landmark plan to invest up to $100 billion in OpenAI has stalled, with executives questioning the deal's structure and OpenAI's financial discipline amid a fiercely competitive AI landscape.
Amid a challenging year where mega-cap tech dominated, investment firm Giverny Capital outlines its contrarian stance, highlighting specialty insurer Kinsale Capital Group as a core holding despite recent underperformance.
Shares of semiconductor leader Analog Devices, Inc. (NASDAQ: ADI) have surged 103% in the past five years, with total shareholder return reaching 121% when dividends are factored in. The performance highlights robust investor confidence amid steady earnings growth and a favorable market outlook for the chip sector.
Bitcoin's sharp decline below critical technical levels has amplified fears of a prolonged bear market, with prominent critics questioning its fundamental value. While some analysts see a buying opportunity, the mood among traders is turning increasingly grim.
The Federal Maritime Commission has levied one of its largest fines against Mediterranean Shipping Company, citing a pattern of wrongful late-fee charges, tariff publication failures, and repeated overcharges on thousands of container shipments.
A new breed of online platforms is enabling speculation on housing market trends without the need to buy property, drawing both intrigued investors and sharp regulatory criticism.
Investment firm Giverny Capital Asset Management reduced its stake in industrial manufacturer AMETEK in Q4 2025, highlighting a disciplined approach to valuation as markets remain captivated by AI narratives. The firm's portfolio underperformed major indices, pressured by its underweight stance in mega-cap technology.
Amid a market obsessed with artificial intelligence, investment firm Giverny Capital reveals a new position in Hawkins, Inc., a specialty chemicals manufacturer. We examine the rationale behind this contrarian bet and what it says about current market dynamics.
A 16% quarterly bounce offers little solace for Cargojet Inc. shareholders, who have watched the stock plummet 57% over five years. While fundamentals show glimmers of strength, the air freight carrier's long-term trajectory remains a pressing concern for the market.
A combination of moderating inflation and resilient corporate earnings is setting the stage for sustained stability in stock markets, with the recent rally now encompassing small-caps, value stocks, and multiple sectors.
Buoyed by its leadership in artificial intelligence and cloud computing, Alphabet's stock has significantly outperformed major indices over the past year, with Wall Street analysts maintaining a strongly bullish consensus.
A massive document release related to Jeffrey Epstein has sparked outrage after failing to protect dozens of victims, publishing names and nude photos despite court-ordered redactions. The disclosure raises serious questions about procedural failures and victim protection.
While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.
While savings accounts offer safety and liquidity, experts warn that historically low interest rates are silently eroding purchasing power. We examine the risks of idle cash and explore strategies to protect—and grow—your nest egg.
A House panel is set to vote on referring Bill and Hillary Clinton to the Justice Department for contempt of Congress, escalating a long-running investigation into their connections to the Jeffrey Epstein case.
Punxsutawney Phil emerged to see his shadow at Gobbler's Knob this morning, predicting an extended winter season as the annual tradition draws crowds and online viewers amidst modern forecasting debates.
The Geely-owned electric vehicle maker Polestar has secured a major $400 million equity investment from a consortium led by Sumitomo Mitsui Banking Corporation and Standard Chartered Bank, signaling crucial financial backing as it navigates a competitive market.
India's latest budget proposes a high-level committee to reshape the financial landscape, alongside major reforms in foreign investment rules and bond markets, aiming to fuel the country's next growth phase.
The pharmaceutical giant's final major U.S. facility will rise in Pennsylvania's historic Lehigh Valley, aiming to produce its promising triple-hormone drug retatrutide and bolster domestic supply chains for blockbuster obesity treatments.
As the global payments giant prepares to report its fiscal year results, analysts forecast continued strong fundamentals for Visa. However, its recent underperformance against the broader market and a cautious consumer climate raise questions for investors seeking value.
