General Motors Company (NYSE:GM) is among the Goldman Sachs EV and Battery Stocks. On February 10, 2026, Benchmark analyst Mickey Legg upgraded General Motors Company (NYSE:GM) price objective to $90 from $65 while maintaining a Buy rating. The analyst pointed out the company’s solid execution in 2025, stating that the corporation met operational, strategic, and […]
General Motors Company (NYSE:GM) is among the Goldman Sachs EV and Battery Stocks. On February 10, 2026, Benchmark analyst Mickey Legg upgraded General Motors Company (NYSE:GM) price objective to $90 from $65 while maintaining a Buy rating. The analyst pointed out the company’s solid execution in 2025, stating that the corporation met operational, strategic, and […]
Tesla, Inc. (NASDAQ:TSLA) is among the Goldman Sachs EV and Battery Stocks. On February 12, 2026, Tigress Financial began coverage of Tesla, Inc. (NASDAQ:TSLA), giving it a Buy rating and a $550 price target. It anticipates the company’s long-term growth and value creation to increase as it transitions from a pure-play EV maker to a […]
Tesla, Inc. (NASDAQ:TSLA) is among the Goldman Sachs EV and Battery Stocks. On February 12, 2026, Tigress Financial began coverage of Tesla, Inc. (NASDAQ:TSLA), giving it a Buy rating and a $550 price target. It anticipates the company’s long-term growth and value creation to increase as it transitions from a pure-play EV maker to a […]
JacobH/E+ via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Renaissance Technologies US stock portfolio on a quarterly basis. It is based on their 13F Form filed on 02/12/2026. Please check out our last article for the changes made during Q3 2025. This quarter, Renaissance Technologies 13F portfolio value decreased from ~$75B to ~$65B. The p...
JacobH/E+ via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Renaissance Technologies US stock portfolio on a quarterly basis. It is based on their 13F Form filed on 02/12/2026. Please check out our last article for the changes made during Q3 2025. This quarter, Renaissance Technologies 13F portfolio value decreased from ~$75B to ~$65B. The portfolio typically has over 3000 positions. Only 37 stakes are significantly large (more than ~0.5% of the portfolio), and they are the focus of this article. The largest five stakes are Palantir Technologies, United Therapeutics, Micron Technology, Kinross Gold, and VeriSign Inc. They together account for ~8% of the total portfolio value. Note: Jim Simons founded Renaissance Technologies (aka RenTec) in 1978. RenTec is debatably the World's Best Performing Hedge Fund and is classified as a high-frequency quantitative trading firm. That focus limits the utility of quarter-over-quarter 13F comparisons for most of their reported positions - typically very small stakes that are part of their high-frequency short-term books. However, analyzing the top positions can offer valuable insights into their broader strategy. If you are curious about high-frequency trading, check out the Wiley Finance classic " Inside the Black Box: A Simple Guide to Quantitative and High-Frequency Trading. " Stake Increases: Palantir Technologies ( PLTR ) : PLTR is currently the largest 13F position by far at 2.43% of the portfolio. The stake was built during the 2021-22 timeframe at prices between ~$6 and ~$39. The position has seen selling. Recent activity follows. The five quarters through Q1 2025 saw an ~80% reduction at prices between ~$16 and ~$125. That was followed by another ~17% selling during the next quarter at prices between ~$66 and ~$148. The last quarter also saw a ~37% reduction in prices between ~$129 and ~$190. The stock currently trades at ~$135. There was a minor ~3% stake increase...
Senator Chuck Schumer, a Democrat from New York, calls the Supreme Court ruling on tariffs a victory for consumers' wallets. Annmarie Hordern reports. (Source: Bloomberg)
Senator Chuck Schumer, a Democrat from New York, calls the Supreme Court ruling on tariffs a victory for consumers' wallets. Annmarie Hordern reports. (Source: Bloomberg)
U.S. President Donald Trump delivers remarks on tariffs in the Rose Garden at the White House in Washington, D.C., U.S., April 2, 2025. Carlos Barria | Reuters The U.S. government could owe more than $175 billion in refunds to importers after the Supreme Court ruled Friday in a 6-3 decision that tariffs unilaterally imposed by President Donald Trump are illegal, a new estimate says. The potential ...
U.S. President Donald Trump delivers remarks on tariffs in the Rose Garden at the White House in Washington, D.C., U.S., April 2, 2025. Carlos Barria | Reuters The U.S. government could owe more than $175 billion in refunds to importers after the Supreme Court ruled Friday in a 6-3 decision that tariffs unilaterally imposed by President Donald Trump are illegal, a new estimate says. The potential refunds to a broad range of companies would be for tariffs already collected by the government since Trump slapped on the duties without authorization from Congress. The $175 billion refund estimate from the Penn-Wharton Budget Model was produced at the request of the Reuters news wire service. The model is a non-partisan fiscal research group at the University of Pennsylvania. Multiple importers already have pending lawsuits seeking refunds of their tariffs, citing lower-court rulings that found Trump's tariffs are not legal. Read more CNBC coverage on tariffs Supreme Court strikes down Trump tariffs in rebuke of signature policy Small furniture retailers face existential tariff threat, despite Supreme Court ruling Trump tariffs: U.S. could owe $175 billion in refunds The Supreme Court ruling on Friday did not say that the federal government could keep the money it has already collected from those tariffs but didn't explicitly address refunds. The president had invoked the International Emergency Economic Powers Act to impose the tariffs. He was the first president to ever use IEEPA for that purpose. Supreme Court Justice Brett Kavanaugh, one of three conservative members of the high court to dissent from Friday's ruling, warned about the potential logistical difficulty of having to refund tariffs already collected. "In the meantime, however, the interim effects of the Court's decision could be substantial," Kavanaugh wrote in his dissent. "The United States may be required to refund billions of dollars to importers who paid the IEEPA tariffs, even though some importers ma...
With Cheltenham fast approaching, the Ladbrokes Trophy Handicap at Kempton on Saturday provides a fascinating field With pre-Cheltenham purdah fast approaching, the Ladbrokes Trophy Handicap Chase at Kempton on Saturday could well be the most competitive betting heat for the next two-and-a-half weeks and Emmet Mullins’s decision to field two runners in the 13-strong field adds a further layer of c...
With Cheltenham fast approaching, the Ladbrokes Trophy Handicap at Kempton on Saturday provides a fascinating field With pre-Cheltenham purdah fast approaching, the Ladbrokes Trophy Handicap Chase at Kempton on Saturday could well be the most competitive betting heat for the next two-and-a-half weeks and Emmet Mullins’s decision to field two runners in the 13-strong field adds a further layer of complexity to the puzzle. Mullins has a well-earned reputation for sliding contenders into handicaps at Cheltenham and Aintree on very competitive marks, but his Kempton record – three wins from five runners – is not too shabby either. Continue reading...
Wales captain wants energy from home supporters Galthié beefs up pack for visit of in-form Italy The Wales captain, Dewi Lake, has urged fans in Cardiff to lift his side for the Six Nations meeting with Scotland on Saturday. After last week’s record thrashing by France , Wales have lost 13 consecutive Six Nations matches, while Scotland arrive at the Principality Stadium in upbeat mood after their...
Wales captain wants energy from home supporters Galthié beefs up pack for visit of in-form Italy The Wales captain, Dewi Lake, has urged fans in Cardiff to lift his side for the Six Nations meeting with Scotland on Saturday. After last week’s record thrashing by France , Wales have lost 13 consecutive Six Nations matches, while Scotland arrive at the Principality Stadium in upbeat mood after their handsome Calcutta Cup triumph over England. Continue reading...
On February 17, 2026, Battery Management Corp. disclosed a new position, acquiring 11,356,669 shares in Kodiak AI (NASDAQ:KDK) for an estimated $124.01 million. According to a SEC filing dated February 17, 2026, Battery Management Corp. established a new position in Kodiak AI (NASDAQ:KDK) , acquiring 11,356,669 shares. The quarter-end position value in Kodiak AI increased by $124.01 million due to...
On February 17, 2026, Battery Management Corp. disclosed a new position, acquiring 11,356,669 shares in Kodiak AI (NASDAQ:KDK) for an estimated $124.01 million. According to a SEC filing dated February 17, 2026, Battery Management Corp. established a new position in Kodiak AI (NASDAQ:KDK) , acquiring 11,356,669 shares. The quarter-end position value in Kodiak AI increased by $124.01 million due to the new purchase. Kodiak AI is a technology company specializing in AI-driven software for autonomous vehicle navigation across multiple environments. Its proprietary multi-sensor architecture supports robust solutions for trucking and industrial markets. Continue reading
Jupiterimages/liquidlibrary via Getty Images With the help of AI-driven products, additional dealers, and expanding wallet share, CarGurus ( CARG ) realized higher sales and increased profits in the fourth quarter, driving shares higher at the open on Friday. The results, coupled with expectations for favorable market trends and industry conditions, led the company to issue first quarter and full ...
Jupiterimages/liquidlibrary via Getty Images With the help of AI-driven products, additional dealers, and expanding wallet share, CarGurus ( CARG ) realized higher sales and increased profits in the fourth quarter, driving shares higher at the open on Friday. The results, coupled with expectations for favorable market trends and industry conditions, led the company to issue first quarter and full year sales guidance that was better than Wall Street anticipated. CarGurus ( CARG ) earned an adjusted profit of $61.0M in Q4, or $0.63 per share on an adjusted basis, an increase of 17% from the same quarter last year and in-line with expectations, while a key operating income measure increased by 13% to $88.5M. Driven by a 7% increase in total paying dealers (U.S. and international) and 8% increase in quarterly average revenue per subscribing dealer (QARSD), total sales increased by 15% during the quarter to $241.1M, exceeding estimates by more than $2M. As for the company’s outlook for the current quarter, CarGurus ( CARG ) expects to earn an adjusted profit between $0.52 and $0.58 per share on $240.5M and $245.5M in sales. This compares to the consensus estimate of $0.57 per share on $238.8M in sales. For FY26, revenue is expected to increase by 10% to 13%, translating to a range of $997.7M and $1.02B versus $993.98M estimates. In the wake of Q4 results and upbeat guidance, shares of CarGurus ( CARG ) are higher for a fifth consecutive day and expected to end a five-week losing streak. More on CarGurus CarGurus: Great Value As International Growth Takes Off CarGurus, Inc. (CARG) Q4 2025 Earnings Call Transcript CarGurus, Inc. 2025 Q4 - Results - Earnings Call Presentation CarGurus outlines 10%-13% revenue growth for 2026 while accelerating AI-driven product launches CarGurus Non-GAAP EPS of $0.63 in-line, revenue of $241.1M beats by $2.03M
Meta said it's shifting focus for Horizons Worlds to be "almost exclusively mobile" and that it will separate its Quest VR platform from the virtual world.
Meta said it's shifting focus for Horizons Worlds to be "almost exclusively mobile" and that it will separate its Quest VR platform from the virtual world.
Meta said it's shifting focus for Horizon Worlds to be "almost exclusively mobile" and that it will separate its Quest VR platform from the virtual world.
Meta said it's shifting focus for Horizon Worlds to be "almost exclusively mobile" and that it will separate its Quest VR platform from the virtual world.