Nepsis Inc. disclosed a purchase of 52,776 CAVA shares, valued at $2.94 million, in a January 14, 2026 SEC filing. The fund's CAVA holding now totals 176,694 shares, representing 3.2% of its 13F assets.
Individuals with $1 million saved for retirement face potential tax burdens from common 'safe' moves. Financial advisors and tools can model long-term outcomes.
Prediction markets on Polymarket and Kalshi show low odds of the Supreme Court ruling in favor of former President Donald Trump's tariffs, with a decision expected soon. Over $2.6 million is wagered.
ADTRAN executives at the Needham Growth Conference highlighted strong optical demand, an $800M annual Huawei replacement opportunity in Europe, and progress on profitability and balance sheet goals.
BlackRock announced $342 billion in client cash inflows for Q4, reaching $14 trillion in assets. CEO Larry Fink noted expanded client demand across markets.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. The letter highlighted Taiwan Semiconductor Manufacturing Company as a key contributor, citing strong stock performance and demand for compute.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. Alphabet Inc. was highlighted as the top performer, with the fund commenting on its earnings and AI potential.
Munro Partners' Global Growth Fund returned -0.7% in Q4 2025, with Oracle Corporation highlighted as a key performance detractor in its investor letter.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% fund return. It highlighted Ciena Corporation's strong performance and role in hyperscaler networking.
Walmart's AI acceleration executive Daniel Danker says 2026 will mark a shift from experimentation to transformation, with smarter recommendations and chatbot purchases in development.
TSMC's strong financial outlook and CEO comments on AI demand boosted chip stocks including Nvidia, AMD, and Broadcom in early trading Thursday.
Elevate Renewables has acquired the 150-MW/600-MWh Prospect Power battery storage project in Virginia, set to begin operations this summer to support grid reliability and meet rising data center power demand.
A Reddit user posted a bullish case for Cleveland-Cliffs, citing its stock price, potential POSCO investment, facility closures, and macro factors like tariffs and rate cuts.
NextDecade Corporation (NEXT) is positioned to benefit from Europe's exit from Russian natural gas by 2027, with its Rio Grande LNG project set to start operations as supply shifts, backed by contracts from TotalEnergies and Exxon.
Europe's 2027 ban on Russian gas imports creates a massive demand shift, with Cheniere Energy poised to benefit as the largest U.S. LNG exporter, according to analyst Nishant Chandra.