As electric car giant BYD gets serious about advanced driver-assistance systems, analysts expect its suppliers can benefit.
Morgan Stanley says buy these stocks including Nvidia before earnings season wraps up
Morgan Stanley says there are still plenty of quality buying opportunities left ahead of earnings.
Activist Elliott has unfinished business at Phillips 66. How its plan to build value may unfold
Elliott engaged Phillips 66 in November 2023, calling for a series of improvements. The activist has since grown its position and stepped up its efforts.
Investor Tim Seymour says now is the ‘wrong time to quit Boeing.’ Here’s why
Investor Tim Seymour shared why it would be a mistake to give up on Boeing as the company enters a new era of positive free cash flow.
Dan Sundheim’s D1 Capital sells Bank of America and Microsoft in the fourth quarter, buys 3M
Sundheim’s hedge fund sold some of its blue-chip stocks during the fourth quarter, securities filings show.
See value investor David Einhorn’s latest portfolio
David Einhorn’s Greenlight Capital has upped its bets on two key stocks during the fourth quarter.
Druckenmiller buys airline shares, Amazon and Warner Brothers, while dumping Broadcom
Druckenmiller added several new positions during the fourth quarter of 2024.
‘Big Short’ investor Michael Burry shakes up his China bets, adding Temu-parent PDD
The famed investor added a $7.3 million bet on PDD in the fourth quarter, while reducing his exposure in JD.com and Alibaba.
Warren Buffett’s Berkshire Hathaway adds Constellation Brands shares, sells more Bank of America
Berkshire Hathaway continued selling its big Bank of America stake in the fourth quarter, while the conglomerate added a new stake in Constellation Brands.
Leon Cooperman bought these under-the-radar stocks that struggled during the fourth quarter
The firm increased stakes in three holdings on its top 10 list for the fourth quarter.