At Holdings Channel, we have reviewed the latest batch of the 29 most recent 13F filings for the 12/31/2025 reporting period, and noticed that NextEra Energy Inc (Symbol: NEE) was held by 15 of these funds. When hedge fund managers appear to be thinking alike, we find it is a go
At Holdings Channel, we have reviewed the latest batch of the 29 most recent 13F filings for the 12/31/2025 reporting period, and noticed that NextEra Energy Inc (Symbol: NEE) was held by 15 of these funds. When hedge fund managers appear to be thinking alike, we find it is a go
TikTok's US arm has officially spun off from Chinese parent company ByteDance. A consortium of investors, including Oracle (ORCL), bought the business. Yahoo Finance Tech Editor Dan Howley outlines what investors need to know. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.
TikTok's US arm has officially spun off from Chinese parent company ByteDance. A consortium of investors, including Oracle (ORCL), bought the business. Yahoo Finance Tech Editor Dan Howley outlines what investors need to know. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.
Intel's (INTC) disappointing first quarter guidance has sent the stock tumbling while also topping fourth quarter earnings and revenue estimates, stating that the chip foundry company is struggling to meet AI data center demands. Hennion & Walsh CIO Kevin Mahn expands upon why he thinks Intel's honesty over demand struggles is "encouraging." To watch more expert insights and analysis on the latest...
Intel's (INTC) disappointing first quarter guidance has sent the stock tumbling while also topping fourth quarter earnings and revenue estimates, stating that the chip foundry company is struggling to meet AI data center demands. Hennion & Walsh CIO Kevin Mahn expands upon why he thinks Intel's honesty over demand struggles is "encouraging." To watch more expert insights and analysis on the latest market action, check out more Morning Brief.
US businesses kicked off the new year with only a slight improvement in activity, keeping a lid on demand for workers. The S&P Global flash January composite output index ticked up 0.1 point to 52.8 after sliding to an eight-month low at the end of 2025, data released Friday showed. Figures above 50 indicate expansion. “A worryingly subdued rate of new business growth across both manufacturing and...
US businesses kicked off the new year with only a slight improvement in activity, keeping a lid on demand for workers. The S&P Global flash January composite output index ticked up 0.1 point to 52.8 after sliding to an eight-month low at the end of 2025, data released Friday showed. Figures above 50 indicate expansion. “A worryingly subdued rate of new business growth across both manufacturing and services adds further to signs that first-quarter growth could disappoint,” Chris Williamson, chief business economist at S&P Global Market Intelligence, said in a statement. “Jobs growth is meanwhile already disappointing, with near stagnant payroll numbers reported again in January, as businesses worry about taking on more staff in an environment of uncertainty, weak demand and high costs,” he said. Headcount barely expanded in January, and new orders growth -- while improved -- remains below the pace seen through most of last year. The group's manufacturing index ticked higher but held close to the weakest reading since July. Business activity at service providers matched the slowest pace of expansion since April. New orders at manufacturers expanded modestly in January after shrinking in the prior month for the first time since 2024. A comparable measure for service providers also improved. While composite indexes of input costs and prices received both eased, neither suggests inflationary pressures are abating quickly. With inflation still above the Federal Reserve's goal, policymakers are widely expected to hold interest rates steady next week. On a more upbeat note, manufacturers' expectations about the outlook improved. A gauge of future output rose to a seven-month high. Service providers, however, were more guarded.
Why Is "Canadian Warren Buffett" Panic-Buying Under Armour Stock Our shift in coverage on Under Armour began in late September, when we flagged a UBS report from analyst Jay Sole, who forecasted a major inflection point for the long-struggling Baltimore-based apparel company. Sole argued that sentiment would turn positive in FY27, setting the stage for stock outperformance. That bullish thesis has...
Why Is "Canadian Warren Buffett" Panic-Buying Under Armour Stock Our shift in coverage on Under Armour began in late September, when we flagged a UBS report from analyst Jay Sole, who forecasted a major inflection point for the long-struggling Baltimore-based apparel company. Sole argued that sentiment would turn positive in FY27, setting the stage for stock outperformance. That bullish thesis has certainly seen its timeline accelerated, with a surge in heavy insider buying igniting a sharp rally this month. Shares of UAA have surged this month, with year-to-date gains of 27.5%. If these gains hold through year-end, it would mark the best year for Kevin Plank’s company since 2014. Let's begin with UBS analyst Sole's inflection point call after a ten-year bear market: Then what really piqued our interest was Fairfax Financial Holdings’ disclosure earlier this month of a 22.2% ownership stake in UA , making it the company’s largest shareholder. Insider buying has continued. Bloomberg insider transaction data shows Fairfax Financial continues to panic-buy UA stock, with 5 million more shares disclosed on Wednesday. Last week, the firm bought 3.61 million shares. Latest data from Bloomberg shows a sudden surge in Fairfax Financial's buying spree, with total shares nearly 42 million, at a market value of $266 million. Fairfax Financial is run by Prem Watsa, often called "Canadian Warren Buffett." The timing of Fairfax Financial's UA buying spree comes as the company is in a turnaround pattern. Latest UA developments: Data breach probe: Under Armour is investigating claims of a November data breach allegedly impacting about 72 million email addresses Leadership changes: Effective February 2, Kara Trent becomes Chief Merchandising Officer and Adam Peake is named President, Americas. Street Views Citi: Raised price target to $6.50 from $5, kept Neutral. Truist: Raised target to $6 from $5, kept Hold. We must also point out that Bloomberg data has UA's float 35% short. A squ...