Oakmark Fund Outperforms S&P 500 in Fourth Quarter 2025
Oakmark Fund, advised by Harris Associates, reported a 4.78% return for Q4 2025, beating the S&P 500's 2.66%. The fund highlighted its holding in aircraft lessor AerCap Holdings.
Oil Prices Surge Amid Iran Unrest and Trump Threats
Oil prices hit a two-month high as traders factor in risks from Iran protests and U.S. threats. Brent and WTI rose over 10% in five sessions.
Eli Lilly Faces Competitive Pressure as Novo Nordisk Launches GLP-1 Pill
Eli Lilly leads the GLP-1 drug market with Mounjaro and Zepbound, but Novo Nordisk's new pill version and high valuation raise investor concerns.
Oakmark Fund Outperforms S&P 500 in Q4 2025, Highlights Fiserv as Top Detractor
Oakmark Fund's Q4 2025 letter reported a 4.78% return, beating the S&P 500. It detailed Fiserv's stock decline and new management's growth targets.
Oakmark Select Fund Outperforms S&P 500 in Fourth Quarter 2025
Oakmark Select Fund reported an 8.42% return for Q4 2025, beating the S&P 500. The fund highlighted Paycom Software as a top detractor but maintained confidence in its long-term growth.
Oakmark Select Fund Outperforms S&P 500 in Fourth Quarter 2025
Oakmark Select Fund reported an 8.42% return for Q4 2025, beating the S&P 500's 2.66%. The fund highlighted its position in Targa Resources, citing its infrastructure assets and fee-based earnings.
US Stock Futures Dip Amid Bank Earnings and Geopolitical Tensions
US stock futures fell Wednesday as investors monitored bank earnings, inflation data, and rising tensions with Iran. Oil and precious metals climbed.
CarGurus CEO Outlines Software Shift and AI Expansion at Industry Conference
CarGurus CEO Jason Trevisan detailed the company's pivot to dealer-focused software and AI products at a recent conference, highlighting new tools and a strategic move away from wholesale transactions.
American Noble Gas Reports Steady Q3 Results and Raises Guidance
American Noble Gas reported Q3 revenue growth, signed $4.8B in large deals, raised fiscal-year guidance, and detailed AI adoption metrics and margin drivers during its earnings call.
Geely Holding Makes Strategic Investment in Ecarx
Geely Holding invests $45.6 million in Ecarx through a private placement. The funds will support Ecarx's global R&D and expansion plans.
Erasca Stock Surges After Analyst Upgrade and Clinical Data Presentation
Erasca Inc. shares jumped over 20% to a multi-year high after HC Wainwright raised its price target to $11. The move followed the company's presentation of preliminary clinical data at a healthcare conference.
TTM Technologies Stock Surges to Record High After Price Target Upgrade
TTM Technologies stock hit a new all-time high after Needham & Company raised its price target to $105 from $79, following a company presentation at a conference.
Moderna Shares Surge After Upbeat 2025 Revenue Outlook
Moderna's stock jumped over 17% after the company projected 2025 revenue of $1.9 billion at a healthcare conference, with the CEO citing cost reductions and product launches.
Roblox Stock Surges Ahead of 2026 Earnings Report
Roblox stock rose sharply for a second day, closing at $84.80 as investors anticipate its 2026 financial results. The company previously outlined revenue and loss projections for 2025 and Q4.
Warby Parker Stock Surges on AI Glasses News
Warby Parker's stock rose 9.44% to $29.09 after news of strong demand for AI glasses. The company plans to launch its own AI glasses with Google this year.