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Latest reporting and analysis by Jolie Ernser.
Fenimore Asset Management released its Q4 2025 investor letter, detailing performance across strategies and highlighting Brown & Brown as a key detractor. The firm noted market volatility driven by AI enthusiasm and economic uncertainty.
Analysts from Telsey Advisory and RBC Capital reaffirmed outperform ratings for Albertsons Companies, citing upside potential and growth projections.
Evercore ISI and Citizens reaffirm outperform ratings for ODDITY Tech, citing strong fundamentals and positive early response to METHODIQ skin care.
Westlake Corporation completed its acquisition of ACI/Perplastic Group's compounding businesses on January 5. On January 8, BofA analyst Matthew DeYoe lowered Westlake's price target to $82 from $83 while maintaining a Buy rating.
A new report from Athene highlights retirement planning challenges for 2026, citing market concentration and inflation risks amid a $4 trillion savings gap and growing private asset integration.
Wells Fargo CFO Mike Santomassimo says the bank had strong loan momentum this quarter but warns a presidential proposal would reduce consumer credit access.
Netflix's $72B bid for Warner Bros. Discovery faces a hostile takeover attempt by Paramount Skydance, which claims cable assets are worthless, but recent analyst coverage suggests higher value.
Recent data reveals average personal loan interest rates at 12.19%, with balances averaging $11,724. The Federal Reserve has cut rates three times in 2025, influencing borrowing costs.
Reports on China allowing Nvidia H200 chips for specific uses were contradicted by customs stating they are not permitted, impacting stock.