The earnings season is nearly a wrap, but some of the largest companies are still due to report.
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Jana Partners push to break up Cooper Cos. could change the stock’s outlook
Jana announced a top portfolio position in Cooper and plans to push for strategic alternatives, including a potential combination for its contact lens unit.
These are the most oversold stocks in the market that could be primed for a comeback
Using the CNBC Pro stock screener, we found stocks in the S&P 500, including Oracle and Lamb Weston Holdings, that came under outsized pressure this week.
Berkshire Hathaway’s surprising new tech stake
There was a notable surprise in Berkshire Hathaway’s end-of-Q3 equity portfolio snapshot.
Dan Sundheim’s D1 Capital buys AI-linked names in third quarter
Hedge fund D1 Capital started new positions in some stocks tethered to artificial intelligence during the third quarter, a new securities filing shows.
Dan Loeb’s Third Point leans back into tech, doubling Microsoft bet and adding Nvidia, Amazon
The hedge fund added to a handful of megacap tech names in the third quarter, more than doubling its stake in Microsoft.
David Einhorn’s Greenlight Capital bet on a beaten-down California utility after wildfires
While PG&E shares have rallied recently, they tumbled 31% in the first half of the year.
Baupost’s Klarman bought into this fast-food stock last quarter before its rebound
Seth Klarman more than doubled his stake in Restaurant Brands International during the third quarter.
Buy energy stocks for a prospective breakout, says Carter Worth
Carter Worth looks through the charts of the XLE.
The AI trade is getting a big repricing. This options trade captures a bounce while mitigating risk
Jeff Kilburg on how he’s using options to navigate a turbulent stretch for the AI stocks.