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...
Getting into global trends early, one way or another, is an ideal way to find lucrative long-term investment wins -- but it's certainly easier said than done. Electric vehicle (EV) makers have massive upside, but come with equally massive risk. EV automakers that focus just on EVs are young companies, often burning through cash and trying to build brands and scale while markets throw curveballs li...
Getting into global trends early, one way or another, is an ideal way to find lucrative long-term investment wins -- but it's certainly easier said than done. Electric vehicle (EV) makers have massive upside, but come with equally massive risk. EV automakers that focus just on EVs are young companies, often burning through cash and trying to build brands and scale while markets throw curveballs like removing EV tax credits and implementing automotive tariffs. Rivian Automotive (RIVN 7.51%) and Lucid Motors (LCID 2.33%) both have some positive momentum in addition to their risks, but VinFast Auto (VFS 0.17%) should make investors think twice. Tantalizing potential As the global roadways begin to fill with EVs, it offers investors more growth than the historical automotive markets have. Global EV sales are increasing and expected to grow at a 25% clip annually through 2030. Rivian and Lucid, while still unprofitable for investors, have both taken significant strides in their business. Rivian has worked diligently and impressively to reverse significant gross profit losses and achieved its first full-year gross profit in 2025 -- reversing the prior year's $1.2 billion gross profit loss. It's currently launching its R2, which will open the doors to a broader, more price-sensitive market. Lucid is a step behind its rival Rivian, but has worked through a growing history of production speed bumps to launch and accelerate the production -- even if more slowly than anticipated -- of its Gravity SUV. In fact, this improved production has paved the way for Lucid to post eight consecutive quarters of record deliveries. VinFast, on the other hand, is a much more complicated potential EV investment. The Vietnamese automaker dominates its home market, has the backing of an uber-wealthy founder and parent company, and by all accounts has state-of-the-art manufacturing. The EV maker has aggressively and expensively pushed international expansion, including into the U.S., but losses ...
Key Points Rivian and Lucid, while still unprofitable, have taken strides forward in their businesses. VinFast's losses have mounted into the billions, and aren't yet narrowing. VinFast's growth-at-all-costs strategy is a risky one for investors. 10 stocks we like better than VinFast Auto Ltd. › Getting into global trends early, one way or another, is an ideal way to find lucrative long-term inves...
Key Points Rivian and Lucid, while still unprofitable, have taken strides forward in their businesses. VinFast's losses have mounted into the billions, and aren't yet narrowing. VinFast's growth-at-all-costs strategy is a risky one for investors. 10 stocks we like better than VinFast Auto Ltd. › Getting into global trends early, one way or another, is an ideal way to find lucrative long-term investment wins -- but it's certainly easier said than done. Electric vehicle (EV) makers have massive upside, but come with equally massive risk. EV automakers that focus just on EVs are young companies, often burning through cash and trying to build brands and scale while markets throw curveballs like removing EV tax credits and implementing automotive tariffs. Rivian Automotive (NASDAQ: RIVN) and Lucid Motors (NASDAQ: LCID) both have some positive momentum in addition to their risks, but VinFast Auto (NASDAQ: VFS) should make investors think twice. 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 » Tantalizing potential As the global roadways begin to fill with EVs, it offers investors more growth than the historical automotive markets have. Global EV sales are increasing and expected to grow at a 25% clip annually through 2030. Rivian and Lucid, while still unprofitable for investors, have both taken significant strides in their business. Rivian has worked diligently and impressively to reverse significant gross profit losses and achieved its first full-year gross profit in 2025 -- reversing the prior year's $1.2 billion gross profit loss. It's currently launching its R2, which will open the doors to a broader, more price-sensitive market. Lucid is a step behind its rival Rivian, but has worked through a growing history of production speed bumps to launch and accelerate the production -- even if more slowly t...
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 (BRKA 0.29%) (BRKB +0.11%) 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. Under the leadership of Buffett, Berk...
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 (BRKA 0.29%) (BRKB +0.11%) 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. 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 around that time. Expand NYSE : BRKB Berkshire Hathaway Today's Change ( 0.11 %) $ 0.55 Current Price $ 482.03 Key Data Points Market Cap $1.0T Day's Range $ 479.75 - $ 485.10 52wk Range $ 455.19 - $ 542.07 Volume 230K Avg Vol 4.8M Gross Margin 23.63 % Thinking in decades Many things will likely remain the same this year. Abel has been with Berkshire Hathaway since 1992, so he has decades of tutelage about investing and the culture under Buffett and his longtime partner, Charlie Munger. In ...
Airport security lines are long. Here's what to know if you're flying toggle caption Ronaldo Schemidt/AFP via Getty Images It's spring break season in the U.S. — and travelers are facing long airport lines as security screeners work without pay while the Department of Homeland security is shut down. Congressional Democrats have declined to fund the agency in an attempt to force reforms of federal ...
Airport security lines are long. Here's what to know if you're flying toggle caption Ronaldo Schemidt/AFP via Getty Images It's spring break season in the U.S. — and travelers are facing long airport lines as security screeners work without pay while the Department of Homeland security is shut down. Congressional Democrats have declined to fund the agency in an attempt to force reforms of federal immigration enforcement practices. Wait times at major hubs in Houston and Atlanta reached two hours on Friday, while New Orleans's Louis Armstrong International Airport advised passengers to arrive at least three hours before their scheduled departures. In Philadelphia, airport officials closed three security checkpoints entirely this week because of short staffing. Sponsor Message On Saturday, President Trump threatened to send Immigration and Customs Enforcement agents to staff airport security lanes if Democrats don't "immediately" agree to fund DHS. A bipartisan group of senators has been negotiating with the White House over immigration enforcement and ending the shutdown. "I will move our brilliant and patriotic ICE Agents to the Airports where they will do Security like no one has ever seen before, including the immediate arrest of all Illegal Immigrants who have come into our Country," Trump posted on Truth Social. In a follow-up post he said he told ICE to "GET READY" to deploy to airports on Monday. Why are wait times so long? Officials say wait times are unpredictable and can fluctuate sharply as airports struggle with Transportation Security Administration staffing shortages. TSA staffers are considered essential workers, so about 50,000 have been working without pay due to the shutdown that started Feb. 14. Last week, they missed their first full paychecks. The Department of Homeland Security says more than 300 TSA officers have quit. More than half of TSA staff in Houston called out sick and nearly a third called out in Atlanta and New Orleans last week, DHS ...
What happened According to an SEC filing dated February 17, 2026, DAFNA Capital Management LLC reduced its stake in iShares Biotechnology ETF (IBB 1.71%) 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 E...
What happened According to an SEC filing dated February 17, 2026, DAFNA Capital Management LLC reduced its stake in iShares Biotechnology ETF (IBB 1.71%) 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 passive investment approach, allocating the majority of assets to companies within the NASDAQ Biotechnology Index and maintaining flexibility to use derivatives for portfolio management. It is structured as a non-diversified ETF, with a focus on efficient index replication and liquidity management. Its scale and liquidity offer institutional investors efficient access to a broad array of biotechnology equities, supporting portfolio diversification and sector-specific strategies. What this transaction means...
Artificial intelligence (AI) infrastructure spending is booming, and hyperscalers (owners of large data centers) are increasingly looking to turn to custom AI chips called ASICs (application-specific integrated circuits) to help them reduce costs. ASICs are hardwired chips that are preprogrammed to perform specific tasks. While hyperscalers are responsible for developing these chips themselves, th...
Artificial intelligence (AI) infrastructure spending is booming, and hyperscalers (owners of large data centers) are increasingly looking to turn to custom AI chips called ASICs (application-specific integrated circuits) to help them reduce costs. ASICs are hardwired chips that are preprogrammed to perform specific tasks. While hyperscalers are responsible for developing these chips themselves, they typically need help in turning their designs into physical chips that can be manufactured at scale with acceptable yields. Two of the companies benefiting from this trend are Marvell Technology (MRVL 1.81%) and Broadcom (AVGO 2.99%). However, while they are leaders in the field, they approach the ASIC market in two very different ways. ASIC leaders When it comes to ASICs, Broadcom provides customers with an end-to-end solution that is tied closely to its networking portfolio in order to optimize performance. The company is a leader in SerDes (Serializer/Deserializer) technology, which enables high-speed chip-to-chip communication, and it also has strong capabilities in advanced packaging that can improve chip efficiency and reduce power consumption. As a result, Broadcom customers typically become deeply integrated into its ecosystem, giving it a sticky solution. Marvell Technology, on the other hand, is typically better suited for customers who want more control over their architectures. The company is particularly strong in optical connectivity and DSPs (digital signal processors) that are used in data center interconnects, and it tends to offer a more of an à la carte approach to ASIC designs. Expand NASDAQ : AVGO Broadcom Today's Change ( -2.99 %) $ -9.57 Current Price $ 310.27 Key Data Points Market Cap $1.5T Day's Range $ 309.93 - $ 321.50 52wk Range $ 138.10 - $ 414.61 Volume 1M Avg Vol 26M Gross Margin 64.96 % Dividend Yield 0.78 % Broadcom is the market leader in the ASIC space, with around a 60% market share. The company's largest customer is Alphabet, which it...
Key Points Both Marvell and Broadcom are leaders in ASIC technology. However, one company has much better visibility moving forward. 10 stocks we like better than Broadcom › Artificial intelligence (AI) infrastructure spending is booming, and hyperscalers (owners of large data centers) are increasingly looking to turn to custom AI chips called ASICs (application-specific integrated circuits) to he...
Key Points Both Marvell and Broadcom are leaders in ASIC technology. However, one company has much better visibility moving forward. 10 stocks we like better than Broadcom › Artificial intelligence (AI) infrastructure spending is booming, and hyperscalers (owners of large data centers) are increasingly looking to turn to custom AI chips called ASICs (application-specific integrated circuits) to help them reduce costs. ASICs are hardwired chips that are preprogrammed to perform specific tasks. While hyperscalers are responsible for developing these chips themselves, they typically need help in turning their designs into physical chips that can be manufactured at scale with acceptable yields. Two of the companies benefiting from this trend are Marvell Technology (NASDAQ: MRVL) and Broadcom (NASDAQ: AVGO). However, while they are leaders in the field, they approach the ASIC market in two very different ways. 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 » ASIC leaders When it comes to ASICs, Broadcom provides customers with an end-to-end solution that is tied closely to its networking portfolio in order to optimize performance. The company is a leader in SerDes (Serializer/Deserializer) technology, which enables high-speed chip-to-chip communication, and it also has strong capabilities in advanced packaging that can improve chip efficiency and reduce power consumption. As a result, Broadcom customers typically become deeply integrated into its ecosystem, giving it a sticky solution. Marvell Technology, on the other hand, is typically better suited for customers who want more control over their architectures. The company is particularly strong in optical connectivity and DSPs (digital signal processors) that are used in data center interconnects, and it tends to offer a more of an à la carte approach ...
In October last year , Singapore’s three-day Formula One (F1) Grand Prix showcased the tremendous economic impact that world-class sporting events can bring to a city. The event attracted more than 300,000 attendees, the second highest in its history. Since Singapore began hosting F1 , the races have drawn more than 720,000 international visitors and generated about S$2.2 billion (US$1.7 billion) ...
In October last year , Singapore’s three-day Formula One (F1) Grand Prix showcased the tremendous economic impact that world-class sporting events can bring to a city. The event attracted more than 300,000 attendees, the second highest in its history. Since Singapore began hosting F1 , the races have drawn more than 720,000 international visitors and generated about S$2.2 billion (US$1.7 billion) in tourism revenue, underscoring their significant contribution to the local tourism industry. In 2022 , Singapore paired the F1 event with nearly 25 international conferences, including the Forbes Global CEO Conference. It attracted a total of around 90,000 conference delegates, showcasing the synergy between sports events and business conferences. This “sports plus conventions” approach boosted economic gains and reinforced Singapore’s position as a global business hub. Advertisement Similarly, the economic impact of F1 in Shanghai has been significant. The 2024 race brought in around 200,000 spectators. The event delivered 1.4 billion yuan (US$203.3 million) in direct benefits and nearly 4 billion yuan in overall output. F1 continues to drive tourism, hospitality, business and consumer industries, proving itself to be a long-term economic engine. For Hong Kong, introducing F1 would not only tap into the massive demand of more than 200 million motorsport fans in mainland China , but it would also drive synergy between the city’s sports and convention industries, further elevating Hong Kong’s brand value on a global stage. McLaren drivers Lando Norris and Oscar Piastri hot on the heels of Red Bull’s Max Verstappen as he chases race leader George Russell during the Singapore Grand Prix on October 5, 2025. Photo: Reuters The development of Hong Kong’s Northern Metropolis presents a timely opportunity to build an F1 circuit. According to the Federation Internationale de l’Automobile (FIA), an F1 track must be between 3.5km and 7km per lap, with a total race distance of at lea...
Max Verstappen took a break from a frustrating Formula One season by driving in a four-hour race at the Nürburgring in Germany on Saturday where he won only to be disqualified. The Dutch four-time Formula One champion has said he plans to race in the 24 Hours of Nürburgring in May. Competing in the GT3 class, Verstappen grabbed pole position on the full 24.358km configuration of the Nürburgring by...
Max Verstappen took a break from a frustrating Formula One season by driving in a four-hour race at the Nürburgring in Germany on Saturday where he won only to be disqualified. The Dutch four-time Formula One champion has said he plans to race in the 24 Hours of Nürburgring in May. Competing in the GT3 class, Verstappen grabbed pole position on the full 24.358km configuration of the Nürburgring by nearly two seconds. Splitting time with his co-drivers, Frenchman Jules Gounon and Spaniard Daniel Juncadella, at the wheel of a Mercedes sporting Red Bull livery and run by the Winward team, Verstappen helped steer his car to victory by almost a minute before officials intervened. The car was disqualified for using seven sets of tyres during the race. Only six are permitted. “The disqualification is tough to take,” Winward team principal, Christian Hohenadel, told Motorsport.com. “Unfortunately, we made an internal error that left the stewards with no choice but to exclude the winning car.” Verstappen was sixth in the season-opening Australian Grand Prix before failing to finish in Shanghai last Sunday. He returns to Asia for the Japan Grand Prix next weekend.
墨西哥虎鯨圍攻幼鯊畫面曝光 反轉身軀獵食肝臟 揭具戰略思考、精密社交能力 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】虎鯨是海洋世界頂級掠食者,有海洋生物學家在墨西哥對開海域接連拍攝到虎鯨合力捕殺。 片段見到,...
墨西哥虎鯨圍攻幼鯊畫面曝光 反轉身軀獵食肝臟 揭具戰略思考、精密社交能力 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】虎鯨是海洋世界頂級掠食者,有海洋生物學家在墨西哥對開海域接連拍攝到虎鯨合力捕殺。 片段見到,數條俗稱殺人鯨的虎鯨圍著一條年幼的大白鯊。其中一條虎鯨突然緊咬大白鯊魚身,並將牠反轉,令牠動彈不得,期間繼續向前游,與同伴分享戰利品。 海洋生物學家埃里克ERICK近年帶著航拍機在墨西哥對開的加利福尼亞灣,記錄虎鯨的生活習慣。在2020年首次錄到捕食年幼大白鯊個案,五隻雌性虎鯨圍攻一條年幼的大白鯊,等待適當時機捕殺,並進食牠們有豐富營養的肝臟。 2022年亦在同一地區記錄到類似情況。埃里克指虎鯨捕獵時會反轉幼鯊身軀,能引發獵物的緊張性麻痺狀態,使其失去活動能力,減低進食時受傷的機會。由於年幼的大白鯊體形較小,亦未懂得提防威脅,而成為虎鯨的「美食」,證明虎鯨獵食時懂得戰略思考和精密社交學習能力。
Key Points Investors are concerned about how emerging AI tools could affect Salesforce's and Adobe's businesses. Salesforce remains confident and established a $50 billion share repurchase program in February. Adobe announced a new partnership with Nvidia that will allow it to use Nvidia's computing technology. 10 stocks we like better than Salesforce › After an AI-fueled run caused many big-name ...
Key Points Investors are concerned about how emerging AI tools could affect Salesforce's and Adobe's businesses. Salesforce remains confident and established a $50 billion share repurchase program in February. Adobe announced a new partnership with Nvidia that will allow it to use Nvidia's computing technology. 10 stocks we like better than Salesforce › After an AI-fueled run caused many big-name tech companies to shoot up in value over the past few years, it has been a slow start to 2026 for most of them. As of market open on March 18, all of the "Magnificent Seven" stocks and the tech-heavy Nasdaq Composite are down year to date. 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 one silver lining, however, is that recent declines have made some tech stocks much more attractive to long-term investors. If you have $5,000 available to invest, the following two beaten-down tech stocks are worth considering. It could get worse before it gets better, but they're both high-quality companies. 1. Salesforce Down 23% so far this year, Salesforce (NYSE: CRM) has felt the force of the market doubting its ability to navigate ongoing pressure from other AI software and continue its historical high growth rates. These are valid concerns, but they seem a bit overblown. A year-over-year revenue growth of 10% in its latest fiscal year (ended Jan. 31) may not be the pace that investors are used to seeing, but growing at a low double-digit rates at its scale shouldn't be frowned on. Salesforce is fully ingrained in much of the corporate world's daily operations. It's not easy for corporates to just switch to a different platform. It's a tough task logistically and financially. That's one of Salesforce's key competitive advantages with its massive customer base. The smart money buying Salesforce stock is itself. T...
古巴一周內兩度大停電 逾一千萬人受影響 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】古巴一周內第二次全國大停電,逾一千萬人受影響。 首都哈瓦那的街頭只有零星燈光和汽車車燈。古巴繼周一後,電網再陷入癱瘓,全國大停...
古巴一周內兩度大停電 逾一千萬人受影響 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】古巴一周內第二次全國大停電,逾一千萬人受影響。 首都哈瓦那的街頭只有零星燈光和汽車車燈。古巴繼周一後,電網再陷入癱瘓,全國大停電。電力工會表示,位於東部努埃維塔斯港口的發電廠故障,引發連鎖反應波及全國,古巴被美國石油封鎖,承認已逾三個月沒有外國石油入口,國家擁有的燃料,只夠應付四成所需電力。古巴國家主席迪亞斯卡內爾回應美國總統特朗普,威脅接管古巴的言論,稱正準備應付可能受攻擊‧ 美國和古巴早前就化解兩國分歧展開談判,據悉美方有意讓古巴國家主席迪亞斯卡內爾下台。 外長羅德里格斯日前指願意與美國進行對話,但強調對話內容不涉及古巴內政。
Key Points Brightlight Capital Management Lp sold 79,500 shares of Hilton Grand Vacations (HGV) Quarter-end position value declined by $2.43 million, reflecting both the share sale and stock price movement Transaction represented a 2.4% change in the fund’s 13F assets under management Post-sale stake: 303,200 shares valued at $13.57 million Position now represents 9.65% of fund AUM, which places i...
Key Points Brightlight Capital Management Lp sold 79,500 shares of Hilton Grand Vacations (HGV) Quarter-end position value declined by $2.43 million, reflecting both the share sale and stock price movement Transaction represented a 2.4% change in the fund’s 13F assets under management Post-sale stake: 303,200 shares valued at $13.57 million Position now represents 9.65% of fund AUM, which places it outside the fund's top five holdings 10 stocks we like better than Hilton Grand Vacations › What happened According to a recent SEC filing dated February 17, 2026, Brightlight Capital Management Lp reduced its stake in Hilton Grand Vacations (NYSE:HGV), by 79,500 shares. The fund’s quarter-end position value decreased by $2.43 million, a figure that includes both trading activity and share price changes. What else to know This transaction resulted in a post-sale stake representing 9.65% of 13F assets under management. Top holdings after the filing: NYSE:CVNA: $39.16 million (27.8% of AUM) NASDAQ:KSPI: $33.75 million (24.0% of AUM) NYSE:ARCO: $25.45 million (18.1% of AUM) NASDAQ:SFD: $10.07 million (7.2% of AUM) NASDAQ:MLCO: $8.10 million (5.8% of AUM) As of February 13, 2026, shares were priced at $46.22, up 9.3% over the past year and underperformed the S&P 500 by 2.5 percentage points. Company overview Metric Value Price (as of market close February 13, 2026) $46.22 Market capitalization $3.44 billion Revenue (TTM) $4.51 billion Net income (TTM) $81 million Company snapshot Hilton Grand Vacations Inc. develops, markets, sells, and manages vacation ownership resorts and points-based vacation clubs primarily under the Hilton Grand Vacations brand. Its affiliation with the Hilton brand and broad property portfolio provide a competitive advantage in the leisure and hospitality sector. Hilton Grand Vacations operates at scale with a diversified revenue stream centered on vacation ownership and resort management. The company's integrated model leverages both real estate sales...
Is AMD a good stock to buy? We came across a bullish thesis on Advanced Micro Devices, Inc. on The AI Architect’s Substack. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc.'s share was trading at $193.39 as of March 13th. AMD’s trailing and forward P/E were 74.10 and 28.90 respectively according to Yahoo Finance. Why DRAM Shortages Are Pushing Micron (MU) B...
Is AMD a good stock to buy? We came across a bullish thesis on Advanced Micro Devices, Inc. on The AI Architect’s Substack. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc.'s share was trading at $193.39 as of March 13th. AMD’s trailing and forward P/E were 74.10 and 28.90 respectively according to Yahoo Finance. Why DRAM Shortages Are Pushing Micron (MU) Back Into the Spotlight Advanced Micro Devices, Inc. operates as a semiconductor company internationally. AMD is undergoing a structural transformation from a high-quality semiconductor vendor into a full-stack AI infrastructure platform, a shift the market continues to underappreciate. While investor attention remains focused on quarterly GPU performance and near-term execution, AMD is leveraging its position across CPUs, GPUs, networking, and software to become the preferred “second source” for hyperscalers and enterprise AI buyers seeking flexibility and architectural diversity. Read More: 15 AI Stocks That Are Quietly Making Investors Rich Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential This strategic positioning allows AMD to capture a growing share of the AI infrastructure market without needing to dethrone the incumbent, turning its broad product portfolio into a durable competitive advantage. The company’s EPYC CPUs and Instinct MI300/MI350 GPUs form the backbone of a system-level strategy, enabling rack-scale deployments that optimize performance, memory bandwidth, and energy efficiency. These integrated platforms increase wallet share per deployment and embed AMD deeply into customer operations, making follow-on adoption faster and stickier. AMD’s software ecosystem, including the mature ROCm stack, further strengthens its value proposition by reducing vendor lock-in and improving portability, which resonates strongly with buyers prioritizing flexibility in AI infrastructure. Financially, AMD’s data center segment is already its la...