RWWM increased its stake in Whirlpool during the fourth quarter, even as the appliance maker navigates softer housing activity and restrained consumer spending. The company operates at global scale in a business tightly linked to home turnover and construction trends.
Dan Loeb’s new stakes in Chipotle, Spotify, and Alibaba are a concentrated bet that markets have overshot on fear in three still‑profitable growth franchises, each with clear multi‑year earnings drivers.
Baidu is transitioning from a search-driven advertising company into an AI infrastructure and enterprise cloud provider in China. HHLR’s exit comes as investors weigh whether this transformation will lead to sustainable growth.
As of February 19, 2026, Etsy, Inc. (NASDAQ: ETSY) finds itself at a critical crossroads. Once the undisputed champion of the "maker movement" and a pandemic-era stock market darling, the Brooklyn-based e-commerce platform is currently navigating a period of profound identity recalibration. Trading near a multi-year low of approximately $45 per share—a staggering descent from [...]
NEW YORK — The narrative surrounding the "AI trade" has taken a decisive turn as of February 18, 2026. After a tumultuous start to the month that saw the S&P 500 retreat from its historic 7,000-point milestone, a wave of dip-buyers has flooded back into the technology sector. The
Hedge fund billionaire Daniel Loeb reshuffled positions at Third Point LLC in the fourth quarter, adding several new consumer and international plays while trimming exposure to select mega-cap and semiconductor names.
As of February 17, 2026, Alibaba Group Holding Limited (NYSE: BABA; HKEX: 9988) stands at a critical juncture. Once the undisputed champion of the Chinese internet era, the company has spent the last five years navigating a gauntlet of regulatory crackdowns, intense domestic competition, and a shifting global macroeconomic landscape. Today, the focus is squarely [...]
Earnings season is starting to slow down now, which may come as a welcome relief for some. However, we do still have some important companies due to report with Walmart, Alibaba, Newmont Mining, Medtronic, Palo Alto Networks, DoorDash and Occidental...
Markets enter a holiday-shortened week as AI disruption fears that initially pressured software stocks have spread dramatically to wealth management, commercial real estate firms, and logistics companies.
This week featured major business and political developments, including Tesla's semi pricing undercutting competitors, the Trump administration's rollback of EPA regulations, the Pentagon's addition of Alibaba and BYD to a Chinese military list, Ford's $7 billion EV charge forecast, and Waymo's potential $2.5 billion deal with Hyundai.
The Pentagon briefly added Alibaba and BYD to its list of companies with alleged ties to the Chinese military, a move that could heighten U.S.-China tensions ahead of the April summit between Presidents Donald Trump and Xi Jinping.
