Key Points Kynam Capital sold 1,059,375 shares of CG Oncology in the fourth quarter; the estimated trade size was $43.84 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $41.50 million, reflecting both trading activity and price movement. The post-transaction stake stood at 945,830 shares valued at $39.27 million. 10 stocks we like better than Cg On...
Key Points Kynam Capital sold 1,059,375 shares of CG Oncology in the fourth quarter; the estimated trade size was $43.84 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $41.50 million, reflecting both trading activity and price movement. The post-transaction stake stood at 945,830 shares valued at $39.27 million. 10 stocks we like better than Cg Oncology › Kynam Capital Management reduced its position in CG Oncology (NASDAQ:CGON), selling 1,059,375 shares in the fourth quarter for an estimated $43.84 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. What happened According to a filing with the Securities and Exchange Commission dated February 17, 2026, Kynam Capital Management sold 1,059,375 shares of CG Oncology during the fourth quarter. The estimated transaction value was $43.84 million, calculated using the period's average closing price. After the sale, the fund held 945,830 shares, valued at $39.27 million at quarter-end. The net position change, reflecting both trading and price effects, was $41.50 million. What else to know The reduction brings CG Oncology to 2.51% of Kynam Capital’s 13F reportable AUM, down from 6.0% the prior quarter. Top holdings after the filing: NASDAQ:COGT: $218.99 million (14.3% of AUM) NASDAQ:VERA: $173.85 million (11.3% of AUM) NASDAQ:SNDX: $169.15 million (11.0% of AUM) NASDAQ:CLDX: $161.42 million (10.5% of AUM) NASDAQ:PCVX: $134.84 million (8.8% of AUM) As of Friday, CG Oncology shares were priced at $65.08, up 135% over the past year and well surpassing the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Market Capitalization $5.5 billion Revenue (TTM) $4 million Net Income (TTM) ($160.1 million) Price (as of Friday) $65.08 Company Snapshot CG Oncology develops and commercializes cretostimogene, a bladder-sparing therapeutic candidate for high-risk non-muscle invasive bladder cancer unresponsive to Bacillus Calm...
Nuclear energy is being considered as a potential solution to the incredible demand for electricity created by artificial intelligence (AI) and the data centers it requires. By 2028, according to the MIT Technology Review, data centers will consume almost the same amount of power as a quarter of American homes collectively. Companies like Microsoft and Alphabet are contracting directly with nuclea...
Nuclear energy is being considered as a potential solution to the incredible demand for electricity created by artificial intelligence (AI) and the data centers it requires. By 2028, according to the MIT Technology Review, data centers will consume almost the same amount of power as a quarter of American homes collectively. Companies like Microsoft and Alphabet are contracting directly with nuclear power companies like Constellation Energy and NextEra Energy to resurrect decommissioned nuclear plants to power their data centers. But in the long term, small modular reactors (SMR) present one of the most intriguing solutions to the data center problem. These reactors usually work just like a conventional nuclear reactor, just on a far smaller scale. A single one could be plopped into the middle of a cluster of AI data centers and provide electricity to them independent of the power grid. Now, there are currently no SMRs in operation but there are several companies working on them. And one of the best is BWX Technologies (BWXT 4.77%). From sea to land BWX has been around since the 1950s when it designed and manufactured components for the world's first nuclear-powered submarine, the USS Nautilus. Since then, it has built over 400 nuclear reactors for America's Navy. It has also produced over 325 nuclear steam reactors for reactors around the world. Naval nuclear reactors, particularly those on submarines, need to be smaller than the ones you'll find on land, so BWX has considerable expertise in making nuclear power work in a confined space. And the company brings that expertise to bear in the BWXT Advanced Nuclear Reactor or BANR. The BANR is a factory-built nuclear power plant. It can be built in parts and then shipped out to its final location where it's assembled. And BWXT claims that once it's up and running, the BANR will be able to produce 75 megawatts of power through its high-temperature gas reactor. And the BANR could be put into use for far more than just dat...
Key Points BWX Technologies is a leading producer of naval nuclear power systems in the U.S. Its BANR is a promising SMR design. Most SMR companies are start-ups reliant on investor dollars, but BWX is not. 10 stocks we like better than BWX Technologies › Nuclear energy is being considered as a potential solution to the incredible demand for electricity created by artificial intelligence (AI) and ...
Key Points BWX Technologies is a leading producer of naval nuclear power systems in the U.S. Its BANR is a promising SMR design. Most SMR companies are start-ups reliant on investor dollars, but BWX is not. 10 stocks we like better than BWX Technologies › Nuclear energy is being considered as a potential solution to the incredible demand for electricity created by artificial intelligence (AI) and the data centers it requires. By 2028, according to the MIT Technology Review, data centers will consume almost the same amount of power as a quarter of American homes collectively. Companies like Microsoft and Alphabet are contracting directly with nuclear power companies like Constellation Energy and NextEra Energy to resurrect decommissioned nuclear plants to power their data centers. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But in the long term, small modular reactors (SMR) present one of the most intriguing solutions to the data center problem. These reactors usually work just like a conventional nuclear reactor, just on a far smaller scale. A single one could be plopped into the middle of a cluster of AI data centers and provide electricity to them independent of the power grid. Now, there are currently no SMRs in operation but there are several companies working on them. And one of the best is BWX Technologies (NYSE: BWXT). From sea to land BWX has been around since the 1950s when it designed and manufactured components for the world's first nuclear-powered submarine, the USS Nautilus. Since then, it has built over 400 nuclear reactors for America's Navy. It has also produced over 325 nuclear steam reactors for reactors around the world. Naval nuclear reactors, particularly those on submarines, need to be smaller than the ones you'll find on land, so BWX has considerable expertise in making ...
Kynam Capital Management disclosed in a February 17, 2026, SEC filing that it sold 1,720,949 shares of Cogent Biosciences (NASDAQ:COGT) , an estimated $48.38 million trade based on quarterly average pricing. According to a SEC filing dated February 17, 2026, Kynam Capital Management reduced its stake in Cogent Biosciences by 1,720,949 shares during the fourth quarter. The estimated transaction val...
Kynam Capital Management disclosed in a February 17, 2026, SEC filing that it sold 1,720,949 shares of Cogent Biosciences (NASDAQ:COGT) , an estimated $48.38 million trade based on quarterly average pricing. According to a SEC filing dated February 17, 2026, Kynam Capital Management reduced its stake in Cogent Biosciences by 1,720,949 shares during the fourth quarter. The estimated transaction value was $48.38 million, calculated using the average closing price over the quarter. The quarter-end valuation of this position changed by $105.74 million, a figure that incorporates both share sales and stock price appreciation. Cogent Biosciences, Inc. is a clinical-stage biotechnology company specializing in the development of targeted therapies for genetically defined diseases. The company leverages precision medicine to address unmet medical needs in rare cancer populations, with a strategic focus on selective kinase inhibition. Its approach positions it at the forefront of innovation in the biotechnology sector, aiming to deliver differentiated solutions for patients with limited treatment options. Continue reading
Key Points Buffett was a net seller of stocks for 13 straight quarters at the end of his run as Berkshire's CEO. There are two clear reasons for selling stocks, but only one reason he didn't buy more. History suggests that the next decade could be hard for investors, but it could also present an opportunity. 10 stocks we like better than Berkshire Hathaway › Warren Buffett stepped down as CEO of B...
Key Points Buffett was a net seller of stocks for 13 straight quarters at the end of his run as Berkshire's CEO. There are two clear reasons for selling stocks, but only one reason he didn't buy more. History suggests that the next decade could be hard for investors, but it could also present an opportunity. 10 stocks we like better than Berkshire Hathaway › Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) at the start of the year, but his legacy will live on forever. In just over 60 years at the helm of the company, he turned a failing textile business into a massive conglomerate with a broad portfolio of wholly owned subsidiaries and an impressive marketable equity portfolio. In that time, Berkshire's value increased by a mind-boggling 6,099,294%, smashing the returns of the S&P 500, and creating many wealthy investors in the process. While those studying and following Buffett throughout history know he's gone through many eras as an investor, the final era of his career stands out for what it suggests about his view of the current state of the stock market. In fact, he left Berkshire Hathaway issuing a massive warning to investors. It's clearly evident in the $373 billion sitting on Berkshire's balance sheet at the end of 2025. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The $373 billion warning to investors Buffett set a new record at Berkshire Hathaway when he closed the books on 2025. The company ended the year with $373 billion in cash and Treasuries on its balance sheet. That's up from $321 billion at the end of 2024 and $129 billion at the end of 2022. That pile of cash didn't get there by accident. It resulted from massive stock sales led by Buffett and, more importantly, a dearth of purchases. In fact, Buffett sold more stock than he bought in each ...
SVP CFO Sells VTOL 26,667 Shares Worth $1.25 Million. Bristow Group, a global aviation services provider to offshore energy firms, reported a notable insider sale in its latest SEC filing. On March 2, 2026, Jennifer Dawn Whalen, SVP, CFO of Bristow Group Inc. (VTOL 1.05%), executed the open-market sale of 26,017 shares of common stock for a transaction value of approximately $1.22 million, as disc...
SVP CFO Sells VTOL 26,667 Shares Worth $1.25 Million. Bristow Group, a global aviation services provider to offshore energy firms, reported a notable insider sale in its latest SEC filing. On March 2, 2026, Jennifer Dawn Whalen, SVP, CFO of Bristow Group Inc. (VTOL 1.05%), executed the open-market sale of 26,017 shares of common stock for a transaction value of approximately $1.22 million, as disclosed in a SEC Form 4 filing SEC Form 4 filing.This figure excludes 650 shares gifted in the same filing. Transaction summary Metric Value Shares sold (direct) 26,667 Shares gifted (direct) 650 Transaction value ~$1.25 million Post-transaction shares (direct) 107,591 Post-transaction shares (indirect) 0 Post-transaction value (direct ownership) ~$5.05 million Transaction value based on SEC Form 4 weighted average purchase price ($46.90); post-transaction value based on March 2, 2026 market close price as reported in filings.Gift shares: 650 shares gifted in this filing are excluded from all share counts, transaction values, and post-transaction balances above. Key questions What was the structure and derivative context of this transaction? The filing indicates Whalen exercised 11,667 fully vested options at $24.54, immediately selling those shares alongside approximately 14,350 shares from existing holdings. All activity was direct, with no trust or indirect entity participation. The filing indicates Whalen exercised 11,667 fully vested options at $24.54, immediately selling those shares alongside approximately 14,350 shares from existing holdings. All activity was direct, with no trust or indirect entity participation. How does this sale compare to Whalen's historical trading activity? The only prior open-market sale on record is 5,000 shares in August 2025 at ~$37.55 — making the discretionary portion of this transaction (roughly 14,350 shares) about three times larger than that baseline. Worth noting: Whalen received 29,038 shares five days earlier via performance grants...
Key Points Kynam Capital reduced its Syndax Pharmaceuticals stake by 469,041 shares in the fourth quarter; the estimated trade size was $8.18 million based on average closing prices for the quarter. Meanwhile, the quarter-end position value increased by $38.07 million, reflecting both trading and share price changes. The post-transaction holding stood at 8,050,959 shares valued at $169.15 million....
Key Points Kynam Capital reduced its Syndax Pharmaceuticals stake by 469,041 shares in the fourth quarter; the estimated trade size was $8.18 million based on average closing prices for the quarter. Meanwhile, the quarter-end position value increased by $38.07 million, reflecting both trading and share price changes. The post-transaction holding stood at 8,050,959 shares valued at $169.15 million. 10 stocks we like better than Syndax Pharmaceuticals › Kynam Capital Management disclosed in a February 17, 2026, Securities and Exchange Commission (SEC) filing that it sold 469,041 shares of Syndax Pharmaceuticals (NASDAQ:SNDX), an estimated $8.18 million trade based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Kynam Capital Management sold 469,041 shares of Syndax Pharmaceuticals during the fourth quarter of 2025. The estimated value of the shares sold was $8.18 million, calculated using the average closing price for the quarter. The quarter-end value of the fund’s Syndax position increased by $38.07 million, a figure that captures both trading and share price movements. What else to know Kynam Capital Management’s Syndax position was reduced, now accounting for 10.81% of reportable 13F assets under management following the sale. Top holdings after the filing: NASDAQ:COGT: $218.99 million (14.3% of AUM) NASDAQ:VERA: $173.85 million (11.3% of AUM) NASDAQ:SNDX: $169.15 million (11.0% of AUM) NASDAQ:CLDX: $161.42 million (10.5% of AUM) NASDAQ:PCVX: $134.84 million (8.8% of AUM) As of Friday, shares of Syndax Pharmaceuticals were priced at $24.23, up 72% over the past year and well outperforming the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Price (as of Friday) $24.23 Market capitalization $2.1 billion Revenue (TTM) $172.4 million Net income (TTM) ($285.4 million) Company snapshot Syndax Pharmaceuticals develops oncology therapies, including SNDX-5613 fo...
Investors typically think of Uber Technologies (UBER 1.95%) as a ride-hailing and food delivery company. And for good reason -- those businesses still drive the majority of its revenue and growth. But beneath the surface, a quieter business is starting to take shape. And it could become one of Uber's most important profit drivers over time. That business is advertising. A small segment with bigger...
Investors typically think of Uber Technologies (UBER 1.95%) as a ride-hailing and food delivery company. And for good reason -- those businesses still drive the majority of its revenue and growth. But beneath the surface, a quieter business is starting to take shape. And it could become one of Uber's most important profit drivers over time. That business is advertising. A small segment with bigger-than-expected potential Uber's advertising business started as a simple idea: Help restaurants promote their listings within the Uber Eats app. For years, management viewed this as a useful but limited monetization tool. In fact, the company once believed advertising penetration in delivery would top out at around 2% of gross bookings. But that assumption is already proving too conservative. On its latest earnings call, Uber said advertising penetration has already exceeded that 2% level (over $2 billion annualized revenue run rate), and the opportunity is now "much larger" than initially expected. That shift matters. When management raises its view of a business's long-term potential, it often signals that early results are exceeding expectations. And in Uber's case, the drivers of that upside are becoming clearer. Why is advertising so powerful? Unlike rides or deliveries, advertising doesn't require drivers, vehicles, or logistics. It simply monetizes demand that already exists on the platform. That makes it a fundamentally different kind of business. Every time a user opens the app to order food or request a ride, Uber has an opportunity to surface sponsored listings, promoted items, or targeted recommendations. These ads generate incremental revenue without adding meaningful cost. As a result, advertising tends to carry significantly higher margins than Uber's core businesses. Note that Uber hasn't broken down the economics of its advertising business, but that's generally the case for businesses with high margins. This is the same playbook that has worked for compani...
Kynam Capital Management trimmed its stake in Viridian Therapeutics (NASDAQ:VRDN) , selling 2,957,386 shares in the fourth quarter, an estimated $81.11 million transaction based on quarterly average pricing, according to a February 17, 2026, SEC filing. According to a filing with the U.S. Securities and Exchange Commission dated February 17, 2026, Kynam Capital Management reduced its holding in Vi...
Kynam Capital Management trimmed its stake in Viridian Therapeutics (NASDAQ:VRDN) , selling 2,957,386 shares in the fourth quarter, an estimated $81.11 million transaction based on quarterly average pricing, according to a February 17, 2026, SEC filing. According to a filing with the U.S. Securities and Exchange Commission dated February 17, 2026, Kynam Capital Management reduced its holding in Viridian Therapeutics by 2,957,386 shares during the fourth quarter. The estimated transaction value is $81.11 million, calculated using the average closing price for the quarter. The value of the Viridian stake at quarter-end declined by $49.79 million, a figure that includes both trading and market price effects. Viridian Therapeutics, Inc. is a clinical-stage biotechnology company specializing in the development of innovative antibody-based therapies for serious diseases. With a pipeline led by candidates targeting thyroid eye disease, the company leverages advanced monoclonal antibody technology to address unmet medical needs. Viridian’s strategy is rooted in scientific expertise and a focus on high-value specialty markets, positioning it to compete in the evolving biotechnology sector. Continue reading
Not included was the goal of securing the Strait of Hormuz, which Trump said should be the responsibility of other nations that are more dependent on oil exports from the Gulf. The president has frequently noted that the US is a net exporter of energy and does not rely on oil from the Middle East – although such a view glosses over the global nature of the fossil fuel market, where price fluctuati...
Not included was the goal of securing the Strait of Hormuz, which Trump said should be the responsibility of other nations that are more dependent on oil exports from the Gulf. The president has frequently noted that the US is a net exporter of energy and does not rely on oil from the Middle East – although such a view glosses over the global nature of the fossil fuel market, where price fluctuations directly impact the price at American gas pumps.
The desperation of television executives to get as much football on screens caused this match to be moved to 8pm on a Saturday night, but it was certainly not prime-time viewing. Leeds and Brentford played out a goalless draw so devoid of interest and entertainment that even those who tuned into Mrs Brown’s Boys on BBC Three will feel smug for avoiding it. There was barely a chance of note as Leed...
The desperation of television executives to get as much football on screens caused this match to be moved to 8pm on a Saturday night, but it was certainly not prime-time viewing. Leeds and Brentford played out a goalless draw so devoid of interest and entertainment that even those who tuned into Mrs Brown’s Boys on BBC Three will feel smug for avoiding it. There was barely a chance of note as Leeds went a sixth game without victory, securing a fourth blank as they moved four points clear of the relegation zone. Victory would have put Brentford joint on points with sixth-placed Chelsea and they will be happier with the draw, which will be some consolation for the long journey back to the capital in the early hours, thanks to the inconsiderate scheduling. Leeds’ defence went through Brentford’s traditional trial by set-piece routine in the early stages but managed to survive a couple of corners and a long throw unscathed. It was an indication of what was to come from the visitors, while Leeds struggled to find any rhythm in possession. Dominic Calvert-Lewin received a first international callup in five years this week, in recognition of his fine form since moving to Elland Road on a free transfer in the summer, and he was serenaded with chants of “England’s No 9”. He almost added an 11th goal this season by flicking a cross to the back post but Michael Kayode was well positioned to clear, clinching the award of the most interesting moment of the opening half hour. At a critical stage for Brentford’s battle to qualify for Europe the squad is threadbare. Ethan Pinnock made his fourth Premier League appearances of the season while five of the bench had not debuted in the league and another only had 38 minutes to his name. Igor Thiago, who is in Carlo Ancelotti’s Brazil squad, had the confident air of a man who is able to represent the five-time world champions, irritating the Leeds centre-backs despite a lack of service. Leeds dominated possession in the closing stages o...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Salesforce (NYSE:CRM) and NVIDIA announced a partnership to bring NVIDIA’s Nemotron models and Agent Toolkit into Salesforce’s Agentforce platform. The collaboration targets enterprise-grade AI agents for regulated and on-premises environments, with rollout planned for Salesforce...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Salesforce (NYSE:CRM) and NVIDIA announced a partnership to bring NVIDIA’s Nemotron models and Agent Toolkit into Salesforce’s Agentforce platform. The collaboration targets enterprise-grade AI agents for regulated and on-premises environments, with rollout planned for Salesforce employees via Slack to automate workflows. The focus is on governance, compliance, and secure deployment of AI agents inside large organizations. Salesforce is best known for its customer relationship management software, but in recent years it has also been building AI into its core platforms. This new link up with NVIDIA’s models and tooling fits into a broader push across enterprise software to embed generative AI directly into daily workflows, especially in areas that require tight control and auditability. For you as an investor, the key angle is how AI agents might change what existing customers do with Salesforce rather than just attracting new users. The emphasis on regulated and on-premises environments signals an attempt to appeal to sectors like financial services, healthcare, and government, where trusted and governed AI is a requirement rather than a nice to have. Stay updated on the most important news stories for Salesforce by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Salesforce. NYSE:CRM Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Salesforce. See which could impact your investment. This partnership plugs NVIDIA’s AI models directly into Salesforce’s Agentforce platform, which already sits at the center of many customers’ workflows. For you, the interest is less about branding and more about whether this deep technical tie up can make Agentforce more useful and harder to replace than offerings from Microsoft, Adobe or ServiceNow. By enabling AI agents in regulated and...
JHVEPhoto Earlier this week, Kraft Heinz ( KHC ) announced plans to roll out healthier versions of some of its best-known products as part of a broader effort to boost sales. We asked Seeking Alpha analysts Ian Bezek and Dividend Collection Agency for their thoughts on the move. Ian Bezek : Many consumers are increasingly focused on healthier and cleaner eating trends, so it's logical for Kraft He...
JHVEPhoto Earlier this week, Kraft Heinz ( KHC ) announced plans to roll out healthier versions of some of its best-known products as part of a broader effort to boost sales. We asked Seeking Alpha analysts Ian Bezek and Dividend Collection Agency for their thoughts on the move. Ian Bezek : Many consumers are increasingly focused on healthier and cleaner eating trends, so it's logical for Kraft Heinz ( KHC ) to offer more compelling nutritional profiles where possible. That said, I believe Kraft Heinz's primary consumer demographic is more focused on taste and value for money than the ingredient list of the food products they buy. My view is that Kraft Heinz, along with many other packaged food companies, has lost market share to cheaper alternatives such as store brands in recent years. While better ingredients will help at the margins, I'd urge Kraft Heinz ( KHC ) to focus much of its marketing on re-establishing a strong value proposition with consumers amid the current inflationary environment. Dividend Collection Agency : Yes, I do believe healthier food options would benefit Kraft Heinz ( KHC ). How much is the question. It appears the U.S. consumer has been shifting towards a healthier lifestyle for at least the last decade. So, I feel like KHC is a little late to the party. But better late than never. Pepsi ( PEP ), for example, has been shifting with brands like Siete, Poppi, Sabra Dipping Company, and Obela. Offering healthier options combined with Kraft Heinz's well-known brands could benefit the company long-term. Especially considering America’s recent aggressive stance on healthy food options with Robert F. Kennedy Jr.'s MAHA campaign. More on Kraft Heinz Kraft Heinz: A Turnaround Story Coming With A ~14% Free Cash Flow Yield Kraft Heinz: Challenges Are Real, But Too Cheap To Give Up On Ketchup Or Catch-Down? Kraft Heinz Is Racing Against Structural Decline Kraft Heinz, Unilever held talks about a food merger - FT Kraft Heinz looks to the NFL to boost ...
Kynam Capital Management reduced its position in CG Oncology (NASDAQ:CGON) , selling 1,059,375 shares in the fourth quarter for an estimated $43.84 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. According to a filing with the Securities and Exchange Commission dated February 17, 2026, Kynam Capital Management sold 1,059,375 shares of CG Oncology during th...
Kynam Capital Management reduced its position in CG Oncology (NASDAQ:CGON) , selling 1,059,375 shares in the fourth quarter for an estimated $43.84 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. According to a filing with the Securities and Exchange Commission dated February 17, 2026, Kynam Capital Management sold 1,059,375 shares of CG Oncology during the fourth quarter. The estimated transaction value was $43.84 million, calculated using the period's average closing price. After the sale, the fund held 945,830 shares, valued at $39.27 million at quarter-end. The net position change, reflecting both trading and price effects, was $41.50 million. CG Oncology, Inc. is a biotechnology company specializing in innovative therapies for bladder cancer, with a strategic focus on addressing unmet medical needs in high-risk patient populations. The company leverages clinical expertise and a targeted product pipeline to position itself within the oncology therapeutics market. Its lead candidate, cretostimogene, aims to provide a differentiated, bladder-sparing treatment option, enhancing its competitive edge in the evolving biopharmaceutical landscape. Continue reading
Key Points After more than 60 years, Berkshire Hathaway has a new CEO, Greg Abel. Berkshire Hathaway stock is trading down YTD and over the past month. We're heading into a market in which Berkshire Hathaway typically shines. 10 stocks we like better than Berkshire Hathaway › It is a new era in Omaha, as investing legend Warren Buffett retired at the end of 2025 after roughly 60 years leading Berk...
Key Points After more than 60 years, Berkshire Hathaway has a new CEO, Greg Abel. Berkshire Hathaway stock is trading down YTD and over the past month. We're heading into a market in which Berkshire Hathaway typically shines. 10 stocks we like better than Berkshire Hathaway › It is a new era in Omaha, as investing legend Warren Buffett retired at the end of 2025 after roughly 60 years leading Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) and growing it into one of the biggest companies in the world. The new CEO, Greg Abel, is now at the helm, but the transition has been in the works for years, so it's not exactly an abrupt handoff. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Under the leadership of Buffett, Berkshire Hathaway has been a staple in many portfolios for years. Has that changed under new leadership? Is Berkshire Hathaway stock a buy right now? A time of change for Berkshire Hathaway Berkshire Hathaway stock has pretty much been a buy since Buffett came aboard as CEO in 1965. But this year, the stock price has sputtered, down about 4.2% year to date and around 8% over the past 12 months. Some of that has to do with the uncertainty about the changeover from Buffett. Those are big shoes for anyone to fill. And change is not just at the CEO level, as new management has been installed to lead insurance and non-insurance operations, while a change is in the works for the chief financial officer as well. The most recent earnings release late last month was from Buffett's last quarter as CEO. Berkshire remained a net seller once again and continued to hoard cash, with a whopping $373 billion at the end of the year. We still haven't seen the results yet with Abel at the helm. That will likely be coming on May 2 with the Q1 earnings release. Abel will also lead his first shareholders' meeting...
Costco Gas Lines Surge As Drivers Hunt For Cheaper Fuel Rising fuel costs tied to the conflict in Iran are forcing many Americans to rethink everyday spending, especially on gas, according to Bloomberg . At a Costco near San Antonio, drivers are waiting up to half an hour to fill up, while others are checking apps like GasBuddy or driving farther to save a few cents per gallon. With prices close t...
Costco Gas Lines Surge As Drivers Hunt For Cheaper Fuel Rising fuel costs tied to the conflict in Iran are forcing many Americans to rethink everyday spending, especially on gas, according to Bloomberg . At a Costco near San Antonio, drivers are waiting up to half an hour to fill up, while others are checking apps like GasBuddy or driving farther to save a few cents per gallon. With prices close to $4 nationwide, households are cutting back on dining out, travel, and even groceries. The broader economic impact will depend on how long prices remain high. Oil has jumped about 45% since the war began, and gasoline futures are up more than 50%, driven by supply disruptions and the shutdown of the Strait of Hormuz. That has pushed pump prices higher across the country, with some states already well above average. Economists say this kind of spike quickly changes behavior. Gregory Daco pointed to $4 per gallon as a key threshold: “When you go from $3.99 to $4.01… there is a psychological effect.” As prices cross that line, consumers tend to rein in spending elsewhere. Some are already doing so. A Texas driver quit DoorDash after realizing higher gas costs wiped out her earnings. Others are chasing discounts at warehouse clubs or using grocery reward programs, increasing traffic at retailers like Costco and Sam’s Club. GasBuddy says its monthly users have doubled since the conflict began. Bloomberg writes that lower- and middle-income households are being hit hardest, since fuel makes up a larger share of their budgets. Families are also seeing costs rise beyond gas, from groceries to basic goods, and are adjusting by cutting extras and planning purchases more carefully. Even though inflation had been easing, higher energy prices could reverse some of that progress. Federal Reserve Chair Jerome Powell said the ultimate effect is uncertain, noting, “We just don’t know.” With prices climbing after a period of decline, the issue could also carry political weight ahead of upco...
And it seemed to win over an uncertain Kim Young-hee: "When I first listened to the album, I thought it was a bit harder to digest than their previous releases, but after seeing them perform live, I realised that BTS never disappoints us."
And it seemed to win over an uncertain Kim Young-hee: "When I first listened to the album, I thought it was a bit harder to digest than their previous releases, but after seeing them perform live, I realised that BTS never disappoints us."
As China undergoes a sweeping economic transition, its regions are also in the process of embracing change. The powerhouses of yesteryear must adapt or risk falling behind, as traditional industries become less reliable growth drivers and new sectors take prominence. In this series, we explore three representative areas of the country as they attempt to navigate this rapidly changing environment. ...
As China undergoes a sweeping economic transition, its regions are also in the process of embracing change. The powerhouses of yesteryear must adapt or risk falling behind, as traditional industries become less reliable growth drivers and new sectors take prominence. In this series, we explore three representative areas of the country as they attempt to navigate this rapidly changing environment. After a 900km (559-mile) journey at the end of last month’s Chinese New Year holiday, 24-year-old Ma Xuan stood outside the gates of a Foxconn factory in Kunshan in the quiet of early morning, his luggage at his feet. But the spark that once drew millions of migrant workers to Kunshan – a city in China’s eastern province of Jiangsu long dubbed “Little Taipei” – is flickering, as old technology dreams fade and new ones emerge. Advertisement “A decade ago, every young person coming to Kunshan hoped to get into Foxconn, but now it is just not the ‘golden bowl’ it used to be,” Ma said. Ma, who hails from central China’s Henan province, is a small part in a massive machine that is being rebuilt. For three decades, Kunshan, a county-level city that is part of Suzhou, was home to around 100,000 Taiwanese residents and a supply chain that produced one-third of the world’s laptops – making it the ultimate symbol of cross-strait economic integration. Advertisement New Taipei City-based Foxconn Technology Group , the world’s biggest maker of electronic components by revenue and a key supplier to Apple, set up its first plant in Kunshan in the 1990s. It was at the vanguard as Taiwanese manufacturers expanded their presence in mainland China’s electronics supply chain, capitalising on the city government’s supportive policies and Kunshan’s location next to Shanghai.
Warren Buffett stepped down as CEO of Berkshire Hathaway (BRKA +0.00%) (BRKB 0.11%) at the start of the year, but his legacy will live on forever. In just over 60 years at the helm of the company, he turned a failing textile business into a massive conglomerate with a broad portfolio of wholly owned subsidiaries and an impressive marketable equity portfolio. In that time, Berkshire's value increas...
Warren Buffett stepped down as CEO of Berkshire Hathaway (BRKA +0.00%) (BRKB 0.11%) at the start of the year, but his legacy will live on forever. In just over 60 years at the helm of the company, he turned a failing textile business into a massive conglomerate with a broad portfolio of wholly owned subsidiaries and an impressive marketable equity portfolio. In that time, Berkshire's value increased by a mind-boggling 6,099,294%, smashing the returns of the S&P 500, and creating many wealthy investors in the process. While those studying and following Buffett throughout history know he's gone through many eras as an investor, the final era of his career stands out for what it suggests about his view of the current state of the stock market. In fact, he left Berkshire Hathaway issuing a massive warning to investors. It's clearly evident in the $373 billion sitting on Berkshire's balance sheet at the end of 2025. The $373 billion warning to investors Buffett set a new record at Berkshire Hathaway when he closed the books on 2025. The company ended the year with $373 billion in cash and Treasuries on its balance sheet. That's up from $321 billion at the end of 2024 and $129 billion at the end of 2022. That pile of cash didn't get there by accident. It resulted from massive stock sales led by Buffett and, more importantly, a dearth of purchases. In fact, Buffett sold more stock than he bought in each of the last 13 quarters of his tenure as CEO. Some of his biggest sales included Apple and Bank of America. His decision to sell those holdings came after both companies produced phenomenal returns for Berkshire over the prior decade. New tax legislation lowered the corporate tax rate to just 21%, which Buffett viewed as an excellent opportunity to take gains on those stocks. The stock sales may have also helped Berkshire avoid the 15% alternative minimum tax in each of the last two years. Expand NYSE : BRKB Berkshire Hathaway Today's Change ( -0.11 %) $ -0.54 Current Price...
Kynam Capital Management disclosed in a February 17, 2026, Securities and Exchange Commission (SEC) filing that it sold 469,041 shares of Syndax Pharmaceuticals (NASDAQ:SNDX) , an estimated $8.18 million trade based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Kynam Capital Management sold 469,041 shares of Syndax Pharmaceuti...
Kynam Capital Management disclosed in a February 17, 2026, Securities and Exchange Commission (SEC) filing that it sold 469,041 shares of Syndax Pharmaceuticals (NASDAQ:SNDX) , an estimated $8.18 million trade based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Kynam Capital Management sold 469,041 shares of Syndax Pharmaceuticals during the fourth quarter of 2025. The estimated value of the shares sold was $8.18 million, calculated using the average closing price for the quarter. The quarter-end value of the fund’s Syndax position increased by $38.07 million, a figure that captures both trading and share price movements. Syndax Pharmaceuticals, Inc. is a clinical-stage biotechnology company specializing in the development of novel cancer therapies. The company leverages a focused pipeline strategy aimed at high-need oncology indications, supported by strategic collaborations and licensing agreements. Its emphasis on targeted therapies and partnerships positions it to address unmet medical needs in hematologic malignancies and immune-related disorders. Continue reading
Key Points DAFNA Capital Management LLC sold 34,405 shares of iShares Biotechnology ETF (IBB) Quarter-end position value decreased by $3.31 million, reflecting both trading and stock price effects Trade represented a 1.3% reduction of 13F reportable assets under management Post-trade holding: 68,095 shares valued at $11.49 million IBB accounted for 2.67% of fund AUM after the trade, placing it out...
Key Points DAFNA Capital Management LLC sold 34,405 shares of iShares Biotechnology ETF (IBB) Quarter-end position value decreased by $3.31 million, reflecting both trading and stock price effects Trade represented a 1.3% reduction of 13F reportable assets under management Post-trade holding: 68,095 shares valued at $11.49 million IBB accounted for 2.67% of fund AUM after the trade, placing it outside the fund’s top five holdings 10 stocks we like better than iShares Trust - iShares Biotechnology ETF › What happened According to an SEC filing dated February 17, 2026, DAFNA Capital Management LLC reduced its stake in iShares Biotechnology ETF (NASDAQ:IBB) by 34,405 shares during the fourth quarter of 2025. The fund’s quarter-end IBB position value decreased by $3.31 million, a figure that factored in both share sales and price movement. What else to know Following the sale, iShares Biotechnology ETF is comprised 2.67% of DAFNA Capital’s 13F reportable assets under management. Top five holdings after the filing: NASDAQ:RVMD: $48.15 million (11.3% of AUM) NYSEMKT:XBI: $41.03 million (9.7% of AUM) NYSEMKT:STXS: $31.47 million (7.4% of AUM) NASDAQ:ATRC: $23.63 million (5.6% of AUM) NASDAQ:CYTK: $23.57 million (5.5% of AUM) As of February 17, 2026, shares of IBB were priced at $174.02, up 27.2% over the past year, with a one-year alpha of 15.84 percentage points versus the S&P 500. ETF overview Metric Value AUM 8.78 billion Price (as of market close 2/17/26) $174.02 One-year total return 22.07% Dividend yield 0.22% ETF snapshot iShares Biotechnology ETF provides investors with targeted exposure to the biotechnology sector by tracking a specialized industry index. The ETF track s the performance of the NASDAQ Biotechnology Index by investing at least 80% of assets in index components and substantially identical securities. It primarily invests in biotechnology and pharmaceutical equities, with exposure diversified across leading industry constituents. The fund employs a pa...