Key PointsDevon Energy and Diamondback Energy are large, independent U.S. energy producers.The U.S. has plenty of oil, so the financial benefit may not be as big as hoped for these
Key PointsCapital One Financial became a payment processing company after acquiring Discover.The company now competes more directly with Visa and Mastercard.10 stocks we like bette
Key PointsHunting Hill sold 743,332 shares of ETHA in the fourth quarter.As a result, the quarter-end position value decreased by $23.42 million.The position previously accounted f
Key PointsGreg Abel took over for Warren Buffett at the start of 2026, managing the bulk of Berkshire's portfolio.Abel said there are nine stocks where Berkshire will exhibit limit
Key PointsLead Edge Capital Management acquired 1,425,420 shares of Remitly Global for an estimated $20.71 million in the fourth quarter.Meanwhile, the quarter-end position value r
Key PointsNvidia is investing $2 billion in Nebius.The two companies will work together to build AI factories.10 stocks we like better than Nebius Group › Shares of Nebius Group (N
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In today's video, I discuss recent updates affecting Nebius (NASDAQ: NBIS) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the specia
Key PointsLead Edge Capital Management sold 74,947 shares of NCR Atleos in the fourth quarter; the estimated trade size was $2.81 million based on quarterly average prices.Meanwhil
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Key PointsNvidia remains well-positioned to benefit from huge AI infrastructure spending. With the most complete AI stack, Alphabet is a top AI stock.Meta has embraced AI to drive
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Key PointsAmazon has opportunities in several industries where it dominates.Shopify should cash in on the growing e-commerce market. 10 stocks we like better than Amazon › Amazon (
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Key PointsOil is used worldwide as a transportation fuel and as a source of chemicals and other products.Volatile oil prices dramatically increase uncertainty.10 stocks we like bet
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Key PointsThe Vanguard S&P 500 ETF provides easy exposure to the largest companies in the U.S. In the past decade, performance has been driven by tech dominance, passive capital fl
Key PointsLogan Stone Capital exited its entire position in the iShares Ethereum Trust ETF, selling off 597,699 shares last quarter.The quarter-end position value declined by $18.8
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Key PointsSold 207,593 shares of Perimeter Solutions; estimated trade size $5.24 million (based on quarterly average pricing).Quarter-end position value declined by $2.38 million,
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Key PointsDisney's fiscal first-quarter streaming operating income surged 72% year over year to $450 million.The company's recent deal to acquire NFL Network also more closely alig