ARK'S Wood Sees Europe In Recession, High Oil Prices To Drive EV Sales
Europe's economy is likely already in a recession as a result of the Russian invasion of Ukraine and the U.S.
Analysis-Oil Price Surge Revives Wall Street Fears Of 1970s-style Stagflation
With surging oil prices, concerns about the hawkishness of the Federal Reserve and fears of Russian aggression in Eastern Europe, the mood on Wall Street feels like a return to the 1970s.
Some Investors Wary Of 'Buying The Dip' As Ukraine, Fed Gyrate Stocks
U.S. stocks drew buyers after a recent tumble, but some investors believe buying the dip this time may be a far riskier bet than in the past as markets face geopolitical strife and a hawkish Federal Reserve.
Cooperman, Lone Pine Among Funds That Dumped Meta Before Earnings Rout
Billionaire Leon Cooperman, hedge fund Lone Pine Capital, and mutual fund manager Polen Capital were among firms that greatly reduced their positions in Facebook-parent Meta Platforms Inc in the quarter that ended Dec.
Buffett's Berkshire Bought Activision Blizzard Before Deal
Warren Buffett's Berkshire Hathaway Inc loaded up on shares in video game maker Activision Blizzard Inc ahead of Microsoft Corp's $68.7 billion deal to buy the company, according to a regulatory filing.
Buffett's Berkshire Buys Activision Blizzard, Cuts Healthcare Positions
Warren Buffett's Berkshire Hathaway Inc said on Monday it added nearly 14.7 million shares of video game maker Activision Blizzard Inc ahead of Microsoft Corp's $68.7 billion deal to buy the company.
California, Texas Pension Funds Among New Investors In EV Startup Rivian
Seven state government employee pension funds including CalPERS, the largest U.S.
Temasek Adds Stakes In Robinhood, Other Consumer-focused Companies
Singapore state investor Temasek Holdings added new positions in a number of consumer-focused companies during the quarter that ended Dec.
Billionaire Soros Buys Stake In EV Startup Rivian
Billionaire investor George Soros bought nearly 20 million shares of electric truck startup Rivian Automotive Inc in the quarter ended Dec. 31, securities filings showed Friday.
US Leads Equities Higher On Hopes Of US-China Trade Deal
Broad gains in the U.S. equity market boosted a measure of global stock markets on Tuesday after President Donald Trump said a "great deal" could be struck with China that would relieve fears of a growing trade war between the world's two largest economies.
Few See Trump-Friendly US Stock Recovery Before Elections
President Donald Trump's favorite report card on his presidency may be failing him at a critical moment.
Tech Index Refresh Could Give Under-The-Radar Names Their Day In The Sun
Firms such as Cisco Systems Inc, Juniper Networks Inc, Xerox Corp and Texas Instruments Inc could be among the unexpected winners from the largest reclassification of companies on Wall Street since 1999.
Stock Market: US Fund Managers Trim Bank Stocks On Profit Worries
U.S.-based mutual fund managers worried about the outlook for bank earnings have been trimming financial stocks from their portfolios, although some value-oriented portfolio managers and analysts said they still see attractive opportunities in the sector.
Investors Move To Cash, Anticipating Democratic Gains In US November Elections
The likelihood of a Democratic party takeover of at least one house of the U.S. Congress in the midterm elections in November is prompting some portfolio managers to move more money to cash and rotate away from sectors like financials and technology that could see greater regulatory scrutiny.
US Trade Concerns: International Fund Managers Turn To Financials, Tech As Trade Worries Rise
The rising tensions over global trade policy are prompting some top-performing international fund managers to look for the companies that can emerge as winners.
Tax Cut Helping Turn US Small Caps Into Unlikely Source Of Safety
The Republican-led corporate tax cut is helping turn the shares of smaller publicly traded companies in the United States into an unexpected source of stability as the broader stock market wobbles.