Ceri Breeze/iStock Editorial via Getty Images I haven't looked at Dillard's ( DDS ) for about three years - and since my last article, the company has, in fact, performed well. I will be clear in saying that it has not outperformed exactly, but it has performed well. That makes my previous recommendation, at least so far as we saw 2025 (until 2025, my thesis was entirely correct) and 2026, to be somewhat correct - but also a bit wrong, because the RoR for the investment is actually good. So in this article I will be updating on the company's upside, it's fundamentals, and its appeal. Dillard's is kind of a niche business in retail, which may sound odd given its status as a publicly listed company on the market. However, the reason that customers like Dillard's seems to be (in my estimate, having checked the company's overall strategy) that the company's strategy actually works. While some retailers have struggled - I can think of several, such as Macy's ( M ) - Dillard's might have had challenges, but it's wrong to say that it has struggled per se , because it has not seen the sort of fundamental declines in the company that we've seen in others. So clearly, Dillard's is doing something different that customers like. They've found a formula that keeps customers loyal and coming back. What is it? When I started researching the company some years ago, this was hard to understand. Now it's less so. The company has simplified things. It decided that the "standard" department stores like M were not exclusive enough, but also that Nordstrom and other higher-end companies were "too" upscale. So they chose the middle ground - and it seems to work. It means that the company focuses on what amounts to private label "stuff", which usually means lacking in quality (in my experience), but in this case, private labels that actually are good. Brands like Antonio Melani, Gianni Bini, and Cremiux are mentioned. I have never tried them, since we don't have Dillard's in Europe, but th...

S&P 500, Dow And Nasdaq Drop As Inflation Angst Spurs Rate Hike Fears — TSLA, SBUX, POET, MSFT, NVDA In Focus Stocktwits

Forbright Inc. , a financial services platform that focuses on middle-market lending and digital consumer banking, filed for an initial public offering showing growing deposits. The Chevy Chase, Maryland-based company had adjusted total revenue of $77.5 million for the quarter through March, compared with $71.7 million a year earlier, according to its filing Friday with the US Securities and Exchange Commission. Total deposits were $7.14 billion as of March 31, compared to $5.76 billion a year earlier. Founded in 2003, as a commercial bank chartered by the Maryland under the name Congressional Bank, the company saw growth starting in 2020 when former politician John Delaney returned to the company, the filing shows. The company has grown consolidated assets to $7.9 billion at the end of 2025 from $1.9 billion in 2020. Delaney serves as chairman and chief executive officer and served as a member of the US House of Representatives from 2013 to 2019. Goldman Sachs Group Inc. , JPMorgan Chase & Co. and Barclays Plc are leading the offering. The shares are expected to trade on the Nasdaq Global Select Market under the symbol FRBT.

Soros Fund took a new position in behavioral healthcare company Talkspace ( TALK ), increased its stake in Nvidia ( NVDA ), EVgo ( EVGO ), and Warner Bros. Discovery ( WBD ), while noticeably trimming its shares in Sunrun ( RUN ), among its first-quarter moves. The fund, founded by Hungarian-American investor George Soros, disclosed the information in the latest 13F filing on Friday. The global asset manager initiated its position with 2.77M shares in Talkspace and added 2.99M new shares of Cemex ( CX ) to its portfolio. It also purchased fresh stakes in Select Medical Holdings ( SEM ), Blackstone ( BX ), Linde ( LIN ), and ServiceNow ( NOW ), among others. Soros increased its position in Nvidia to 1.07M shares from 666K, while it now holds 6.04M shares of EVgo, up from 4.5M. Other notable increases include Clear Channel Outdoor Holdings ( CCO ) to 5.41M shares from 680K, Kenvue ( KVUE ) to 3.16M from 1.25M shares, Apple ( AAPL ) to 501K from 416K shares, Electronic Arts ( EA ) to 966K from 428K shares, and Warner Bros. Discovery ( WBD ) to 1.09M shares from 150K, among other names. Meanwhile, Soros decreased a notable number of shares in Sunrun (20K from 2.23M shares) and in Ally Financial ( ALLY ) (725K from 1.69M shares) during the first quarter. Some other names where the fund cut stakes are Datadog ( DDOG ), Amazon ( AMZN ), Figure Technology Solutions ( FIGR ), and Salesforce ( CRM ). Lastly, some notable names from which the firm exited during the quarter include DigitalBridge Group ( DBRG ), Indivior Pharmaceuticals ( INDV ), and Take-Two Interactive Software ( TTWO ). More on 13Fs Ray Dalio's Bridgewater Associates exits Salesforce, cuts stake in PayPal in Q1 Coatue adds ASML, exits Chagee, boosts NuBank stake, among Q1 trades Tiger Global takes new position in Intel; adds to Broadcom, Nvidia among Q1 moves Berkshire Hathaway dumps Visa and Mastercard, adds Delta Air and Macy's in Q1 3G Capital adds semiconductor stocks, doubles holding in Alibaba among Q1 ...

Andrii Yalanskyi/iStock via Getty Images FS KKR Capital Corp. ( FSK ) is by far one of my most disappointing and underperforming business development company ("BDC") investments that I have made in recent years. While the stock is down 48% in the last twelve months, FS KKR Capital may still have more downside as the company's dividend remains under pressure: the BDC reported NII that fell short of analyst expectations by $0.02 per share in Q1 and saw yet again a non-accrual increase to almost 5%, based off of fair value. The investment portfolio is not in great shape, a result of a high non-accrual percentage, and FS KKR Capital again only just covered its dividend with net investment income. Shares of FS KKR Capital are trading at a material discount to net asset value of approximately 43%, reflecting a weak state of affairs for the BDC and its shareholder base. Despite the high discount, I believe it is time to own up to my mistake made with FSK, and I am downgrading shares to Hold. Seeking Alpha Previous Rating I maintained FS KKR Capital in March -- High Margin Of Safety -- mainly because the high discount to net asset value already seemed to reflect earlier concerns about balance sheet quality and dividend coverage. Additionally, FSK reset its base dividend to $0.45 per share quarterly, which was part of a major dividend restructuring announced last year. In the first quarter of 2026, FS KKR Capital's investment proposition continued to weaken, mainly because of a higher number of non-performing loans in the portfolio that seriously impacted the private credit firm's financial performance. Weak Investment Setup Despite Recent Dividend Restructuring FS KKR Capital could not have disappointed more on May 11, 2026, when it presented its latest set of financials to shareholders. The BDC is suffering from serious quality issues in its loan portfolio, leading to a second consecutive jump in non-performing loans that pushed the investment firm's non-accrual ratio almo...

FA Cup final will be 24th trip to stadium as City manager Spaniard aiming to win 17th major honour in decade Pep Guardiola has described his ­decade managing Manchester City as “fucking fun”, and suggested Saturday’s FA Cup final against Chelsea might not be the last time he leads the team out at Wembley. While Guardiola’s contract expires in summer 2027, there is increasing expectation that he will depart the club in the close season. Saturday’s final will be City’s 24th cup appearance at the national stadium under the Spaniard, with Guardiola aiming to claim the 17th major trophy of his 10 years in charge. Continue reading...

Cannes film festival: Léa Seydoux is a wife and mother whose life unravels when police arrive to quiz her husband; Jella Haase is a detective dealing with her ailing father’s misdeeds Marie Kreutzer is the Austrian director who created impressive and stylish pictures such as the psychological thriller The Ground Beneath My Feet and the Habsburg biopic Corsage . Now she brings us this coldly eloquent and disquieting Franco-German drama about two women who find themselves imprisoned by a duty of care and loyalty to the men in their lives. One discovers something terrible about her husband and immediately goes into a state of negotiated denial, the other loves her demanding job as a police officer, and is all the more dependent on the live-in cleaner/care worker who looks after her difficult elderly father. Léa Seydoux plays the first, Lucy Weiss, a French musician who has built up an enthusiastic, though niche following for her experimental pop-classical hybrid performances. Her mother, played in cameo by Catherine Deneuve, was a more conventionally successful concert pianist. Lucy has a comfortable home in Munich with her German TV director husband, Philip (Laurence Rupp), and their lively nine-year-old son, Johnny (Malo Blanchet). But Philip has had a breakdown, collapsing sobbing in Lucy’s arms, apparently due to overwork and drug problems. She agrees to move to the countryside to soothe his emotional pain, and for a while things look better. Philip is evidently devoted to Johnny, playfully filming him and Lucy for some little personal project, and manfully building his son a trampoline in the garden. Continue reading...

Erock Inc., a modular power systems maker serving data centers and other sectors, filed for a US initial public offering, disclosing increasing revenue and widening losses. The Houston-based firm’s predecessor company Enchanted Rock had a net loss of $18 million on revenue of $31.7 million for the three months ended March 31, 2026, compared with a net loss of $16.7 million on revenue of $24.1 million in the same period a year earlier, according to its filing Friday with the US Securities and Exchange Commission. Erock makes distributed power systems for data centers, utilities and large commercial and industrial businesses, its filing shows. RockBlock, its modular, distributed generator string, incorporates a proprietary natural gas engine. The company serves about 400 sites, and its largest footprints are in California and Texas, according to the filing. For the latest news on equity capital markets activity in the US, Canada and Latin America, terminal users can follow the channel or visit NI BFWECMUS . To subscribe to ECM Watch , Bloomberg’s daily roundup of news from around the region, click here . Investment firm Energy Impact Partners is the company’s sponsor, the filing shows. The offering is being led by Morgan Stanley and JPMorgan Chase & Co. The company expects its shares to trade on the New York Stock Exchange under the symbol EROC.

The Met Police says it is was aware of a video in which the suspect threatens the Jewish community.

【有線新聞】美國總統特朗普結束訪華返抵白宮，他向傳媒表明不希望台灣獨立，不想美軍長途跋涉參戰。又稱和國家主席習近平詳細討論了美國對台軍售案，稱很快會決定是否批准。 特朗普回到白宮後形容和習近平在北京會面是歷史性時刻。特朗普：「此行非常成功，是一次很好的訪問。」 特朗普接受霍士新聞專訪時稱與習近平長時間商討台灣議題，訪華後對台灣的了解加深。特朗普：「台灣問題一直是他們最重要的議題，而不是要接管。他們只是不希望這個地方我們稱之為一個地方，因為無人知道如何界定，但他們不想看到這個地方獨立。」特朗普重申美國對台立場不變，不欲台灣獨立，希望兩岸維持現狀。特朗普又指中國是大國，台灣則是離美國很遠的小島，呼籲雙方冷靜。他不希望美軍在9,500英里外征戰，但認為北京有機會在他卸任總統後開戰。 特朗普訪華前擱置總值140億美元的對台軍售案，他在空軍一號回應記者提問時又透露與習近平討論了軍售案細節。特朗普：「（記者：對台售武如何？）我在短期內會作決定。（記者：你不一定推進你提出的方案？）我會作決定，會看看如何。我要跟那個人對話，你們知道他是誰？現在管治台灣的人。」 特朗普又稱聆聽了習近平不想台灣獨立的理由，但自己沒表明立場，亦沒向對方透露兩岸一旦開戰美國會否協防台灣。特朗普：「我不想說、我不會透露，只有一個人會知道。你知道是誰？是我，我就是那個人。習主席今日亦問了同樣的問題，我說不想談這個。」 在北京，外長王毅向傳媒介紹峰會情況和共識時稱感受到美方了解中方立場，重視中方關切，不認同也不接受台灣走向獨立。

Phong Le, CEO of Strategy ( MSTR ), said most companies run on cash, equity, and debt, but Strategy is built with much wider financial optionality. The company holds a $2.3B reserve, $62.3B in MSTR common equity, $8.5B in Series A Perpetual Strike Preferred Stock ( STRC ), and $5.0B in additional preferred equities. Along with this, it carries $8.3B in debt and a massive $64.8B exposure to Bitcoin ( BTC-USD ), making BTC a key part of its balance sheet strategy. This structure puts Strategy ( MSTR ) in a unique position as one of the largest corporate Bitcoin holders globally, with leverage tied closely to crypto asset price movements. The stock closed ~5% lower at $177.42 as Bitcoin slipped back toward the $79K level, reflecting the tight correlation. However, the latest CLARITY Act progress in the U.S. Senate is adding more attention to Bitcoin treasury companies. Experts believe clear rules will reduce regulatory confusion between the SEC and CFTC and could strengthen companies holding large Bitcoin reserves. Other Bitcoin treasury companies to watch include Marathon Holdings ( MARA ), Riot Platforms ( RIOT ), Tesla ( TSLA ), Block ( XYZ ), Galaxy Digital ( GLXY ), and Coinbase ( COIN ), all of which moved lower on Friday as Bitcoin slipped. More on Strategy, Bitcoin USD, etc. Bitcoin Holds The Recovery Zone, But The Options Tape Is Still Too Thin To Call A New Regime Strategy: Risky Circular Reference, Just Buy Bitcoin Market Brief: Will The SpaceX IPO Pop The U.S. Stock Bubble? Everything selling off: BTC, ETH, Silver, SP500, Nasdaq—where's money going? Strategy to repurchase ~$1.50B of outstanding convertible senior notes due 2029

VANCOUVER, British Columbia, May 15, 2026 (GLOBE NEWSWIRE) -- Skeena Resources Limited (TSX: SKE, NYSE: SKE) (“Skeena Gold & Silver”, “Skeena” or the “Company”) reports interim financial results for the quarter ended March 31, 2026. The interim financial statements and management’s discussion and analysis (“MD&A”) are available on Skeena’s website , on SEDAR+ at www.sedarplus.ca and on EDGAR at www.sec.gov .

根据标普 道琼斯 指数公司发给客户的电子邮件，Cerebras Systems满足IPO快速纳入条件，将被纳入相关指数。 责任编辑：江学思

全球债券市场普跌之际，美元连续第五天上涨；与此同时，随着市场越来越怀疑中东能源供应能否很快恢复正常，油价上涨。彭博美元指数录得3月6日以来最大单周涨幅。 彭博美元指数周五上涨0.4%，单周涨幅超过1.2%。 布伦特原油一度上涨3.8%，逼近每桶110美元，随后涨幅收窄。 根据CFTC数据，截至5月12日当周，投机性外汇交易员削减美元多头押注，规模由前一周的76亿美元降至50亿美元。 美国国债2年期收益率上涨6个基点，至4.077%，创逾一年来最高；10年期收益率周五飙升逾10个基点。 所有G-10货币兑美元周五均下跌；日元跌幅最小，而新西兰元和澳元跌幅最大。 美元/日元连续第五天上涨，创三个多月来最长连涨纪录；该货币对最高升至158.79，创下本月新高。 法国兴业 银行的策略师建议退出日本利率套利交易，理由是预计日本央行6月加息，而在此之前“财政和货币风险”正在上升。 英镑/美元一度下跌0.7%，至1.3315，为4月8日以来最低；英镑本周累计下跌2.3%，创2024年11月以来最大单周跌幅。 英国国债大跌，此前曼彻斯特市长安迪·伯纳姆获得未来可能挑战基尔·斯塔默首相地位的路径，这可能引发新一轮政局不稳，投资者担心这会带来更具扩张性的财政政策。 欧元/美元一度下跌0.45%，至1.1617，创4月8日以来最低； RBC Capital Markets称，海外对美国资产的需求以及美元作为避险货币的角色，使美元在短期内成为有吸引力的买入对象。该机构建议做多美元兑欧元和瑞郎。 部分信息来自熟悉交易情况但因未获授权公开发言而要求匿名的外汇交易员。 责任编辑：江学思

After several authors and class members raised objections to Anthropic's $1.5 billion settlement over its widespread book piracy to train AI, a federal judge has delayed final approvals of the settlement. On Thursday, US District Judge Araceli Martinez-Olguin declined to rubber-stamp what's regarded as the largest copyright settlement in US history. Instead, she wanted to better understand why some class members were objecting and opting out of the settlement. So, she asked authors to address key concerns of objectors, who argued that lawyers' compensation was way too high and payments to class members were a "pittance." Ars reviewed several objections to the settlement, as well as letters from objectors who claimed that the authors' legal team was trying to unfairly shut them out from voicing concerns. Read full article Comments

Ollie Watkins scores twice as Aston Villa move above Liverpool into fourth in the Premier League and seal qualification for next season's Champions League.

Oracle (NYSE:ORCL) Shares Down 1.3% - What's Next? MarketBeat

Dragon Claws/iStock via Getty Images Introduction The last time I covered B2Gold Corp. ( BTG ), I highlighted how the Iran conflict represented a “Golden Opportunity To Buy More,” taking advantage of an expectably weak pivotal year while they develop their growth projects and enjoy the boost offered by the jump in gold prices. Following a strong quarter and their expansion advancing, B2Gold remains a Strong Buy, backed by a healthy and financially strong business that still trades at a valuation that implies a solid margin of safety, with several catalysts that can unlock the value of their assets, especially under a new CEO. Strong Start To A Pivotal Year B2Gold IR B2Gold reported a solid start to the year, beating the market’s EPS and revenue estimates and basically reverting the effects of the shipment delay at Fekola from Q4, but also a “fire in certain areas of the crushing circuit” at Goose, leading to a production of about 237,763 ounces in Q1 and boosting the FCF to a whopping $361.80 million (compared to -$6.9 million in Q1’25). During the quarter, BTG continued to deliver 66,192 ounces under the prepay obligation that commenced on July 31, 2025, which obligates them to deliver 22,064 ounces per month until June 2026 at a price that’s less than half the current spot levels. Since this is going to be over soon, we should see a major drag on the company’s cash flow gone, allowing them to better capture the elevated spot prices (their average realized gold price was $4,193 per ounce compared to the average spot price of ~$4,873 during Q1) and further support their long-term re-rating. B2Gold IR Regarding the guidance, BTG continues to expect a relatively weak production of about 820,000 to 970,000 ounces, with an AISC of $2,400 to $2,580 as a result of the higher costs and royalties, as well as the previously announced step-downs at their Otjikoto and Fekola projects (due to Phase 8 of the pit), which would be partially offset by the Goose ramp-up as the mine ...

Suit claims Veterans Affairs violates law by restricting abortion services for veterans and their dependents Sign up for the Breaking News US newsletter email An advocacy organization representing US veterans has filed a lawsuit against the Trump administration over the reinstatement of a ban on abortion services and counseling for veterans and their dependents facing certain pregnancy-related dangers and circumstances. The non-profit group Minority Veterans of America is bringing the legal challenge on behalf of members affected by the policy. The lawsuit includes one member who is pregnant and describes her being unable to access various services. Continue reading...

Key PointsWarren Buffett retired on Dec. 31, handing the proverbial keys and control of Berkshire Hathaway's day-to-day operations and investment portfolio to Greg Abel.

全球财经媒体昨夜今晨 共同关注的头条新闻主要有： 1、 潘兴广场建仓微软 2、 米兰卸任美联储理事 3、 SpaceX选择纳斯达克作为其IPO的上市场所 4 、 七国集团将讨论债市抛售 收益率已升至数十年高点 5、 雅马哈发动机一季度净利润飙升34.5% 摩托车业务强势增长 6、 美银策略师预警：AI芯片狂热已超越互联网泡沫时期 阿克曼周五在X上发帖表示，该对冲基金已将微软列为核心持仓 阿克曼表示， 微软 的365产品“深度嵌入”各大公司，并依托微软基础设施形成了“几乎无法复制”的优势。他表示，与此同时，市场对Azure的强劲需求表明，对其增长的担忧“并无根据”。 微软是阿克曼大型科技投资组合中相对较新的一员。他的公司已经持有 谷歌 母公司Alphabet Inc．、 亚马逊 和Meta Platforms Inc．的大量股份。 阿克曼还指出，微软除了核心业务之外，还拥有领英和Xbox等领先业务。 42 岁的米兰坦言，美联储的现实运作让他对改革节奏的预期趋于务实 美联储理事斯蒂芬・米兰将于近日卸任，为刚获参议院确认的新任主席凯文・沃什腾出职位。 米兰在接受 CNBC 采访时为自己的任期辩护：“我向来只做自己认为正确的事。” 米兰关于通胀的主张在美联储内部并非总能占优，但沃什将成为其更坚定的支持者。两人在应对关税、伊朗战争等供给冲击的思路上高度一致。 SpaceX已选择纳斯达克作为其备受期待的首次公开募股（IPO）的上市场所 周五报道称，SpaceX已选择 纳斯达克 作为其备受期待的首次公开募股（IPO）的上市场所。 报道指出，这家由埃隆·马斯克创立的火箭、卫星及人工智能公司计划最早于6月11日为IPO定价，并于6月12日以“SPCX”为股票代码挂牌上市。 “G-7采取协调行动的可能性很小，”Lord Abbett & Co．投资组合经理兼货币团队负责人Leah Traub表示 七国集团（G-7）财长将讨论政府债券遭抛售一事，这波抛售正推动部分基准债券收益率升至数十年高点；其中至少有一方认为这一走势是暂时的。 日本财务大臣片山皋月周五表示，预计G-7将在5月18日至19日于巴黎举行的会议上讨论债券市场动态。就在她发言的前一天，日本30年期国债收益率升至该期限品种1999年首发以来的最高水平，20年期和40年期国债收益率也触及数十年高点。 “全球债券收益率出现了一波上行...

五角大楼突然取消本月向波兰部署一支4000多人美军部队的计划。美国陆军代理参谋长克里斯托弗·拉尼夫当天在一场国会听证会上说，国防部长赫格塞思下令取消陆军第一骑兵师第二装甲旅战斗队原定为期9个月在波兰的轮换部署，美军欧洲司令部“已收到关于削减兵力的指示”。他还说，这一部署计划本周早些时候才正式取消。（财联社）

Appaloosa sold off its entire positions in Delta, American and United, while loading up on shares of Amazon and Uber.

La Française Trésorerie (FR0010609115.PA) 最新股票消息和頭條新聞 Yahoo 財經

在格雷格·阿贝尔担任伯克希尔·哈撒韦首席执行官的最初几个月，该集团增持了谷歌母公司Alphabet，并退出对亚马逊的投资。 根据周五提交的监管文件，阿贝尔购入了3640万股Alphabet股票，使其持仓在3月底达到156亿美元。与此同时，伯克希尔·哈撒韦在购入亚马逊股票几个月后便出售了所持股份。 伯克希尔·哈撒韦也购买了梅西百货和达美航空的股票。这推动两家公司的股价在纽约盘后交易中分别上涨5%和3%。 知情人士称，阿贝尔已抛售了此前由伯克希尔·哈撒韦前选股专家Todd Combs管理的股票持仓。Combs于12月加入摩根大通，担任广泛的投资顾问。 传奇投资人沃伦·巴菲特在执掌伯克希尔·哈撒韦六十年后卸任，阿贝尔今年接任首席执行官一职。 责任编辑：丁文武

Microsoft Adds Carmine Di Sibio to Board The Globe and Mail

Paulson & Co. initiated a new position in Amicus Therapeutics while exiting its stake in Solstice Advanced Materials ( SOLS ) during the three months ended on March 31, 2026. Paulson & Co., founded by John Paulson, disclosed the information in its latest 13F filing , which was published on Friday. The fund picked up a stake in Amicus Therapeutics (FOLD), adding 32.4K shares during the quarter. On the other hand, the fund exited its position in Solstice Advanced Materials ( SOLS ), selling 1.39M shares during the quarter. According to its 13F filing, Paulson & Co. strengthened its position in International Tower Hill Mines ( THM ) to 99.57M shares from 70.24M shares in the previous quarter. It also added 4.09M shares to its stake in Thryv ( THRY ) during the quarter, almost doubling its position. The fund trimmed its position in Madrigal Pharmaceuticals ( MDGL ) to 1.39M from 1.71M in the previous quarter. Paulson & Co. maintained its position in Acadian Asset Management ( AAMI ), Agnico Eagle Mines ( AEM ), Bausch Health Companies ( BHC ), NovaGold Resources ( NG ), and Perpetua Resource ( PPTA ). More on Solstice Advanced Materials, Inc., NovaGold Resources Inc. Solstice Advanced Materials, Inc. (SOLS) Q1 2026 Earnings Call Transcript Solstice Advanced Materials, Inc. 2026 Q1 - Results - Earnings Call Presentation NovaGold: Barrick Walked Away From Donlin, But Investors Shouldn't Solstice Advanced Materials, Inc. declares $0.075 dividend Solstice outlines 2026 net sales of $3.9B-$4.1B while investing $200M to double Spokane targets capacity

US Stocks Decline as Tech Sector Struggles; Intel, AMD, and Nvid GuruFocus

Over the past few years, United States Antimony (NYSE: UAMY) has seen its stock rise precipitously. On Friday, however, the company's shares fell by over 10% on the back of an earnings report that investors found very disappointing. Although antimony isn't a well-known chemical element, it's a valuable commodity used in semiconductor production. U.S. Antimony is the only producer of the element in North America and receives financial support from the U.S. federal government, most notably through purchase contracts. Lately, it's been branching out into other critical metals . Image source: Getty Images. Continue reading

JasonDoiy/iStock Unreleased via Getty Images Ray Dalio's Bridgewater Associates added to its stake in Marvell Technology ( MRVL ), Nvidia ( NVDA ), and Amazon.com ( AMZN ), while reducing its holdings in PayPal ( PYPL ) and exiting Salesforce ( CRM ) during Q1, according to the fund's latest 13F filing . The Westport, Connecticut-based firm added a new position in American Airlines Group ( AAL ) (446,593 shares of common stock); Apollo Global Management ( APO ) (4,513 shares of common stock); Nucor ( NUE ) (618,528 shares of common stock); PACCAR ( PCAR ) (777,072 shares of common stock); and Synopsys ( SNPS ) (208,353 shares of common stock). Additionally, Bridgewater acquired 1,072,280 shares of iShares MSCI Emerging Markets ex China ETF ( EMXC ) as part of new additions. Notable exits for the quarter include Salesforce ( CRM ) (1,932,066 shares of common stock); Workday ( WDAY ) (965,117 class A shares); ServiceNow ( NOW ) (1,338,885 shares of common stock); Global Payments ( GPN ) (958,080 shares of common stock); and GoDaddy ( GDDY ) (567,916 class A shares). Other notable stake increases include: Amazon.com ( AMZN ) - To 4,388,711 shares of common stock From 1,948,254 CSX ( CSX ) - To 2,375,228 shares of common stock From 690,967 Amkor Technology ( AMKR ) - To 1,580,929 shares of common stock From 76,139 Baker Hughes ( BKR ) - To 1,381,645 class A shares From 359,797 Marvell Technology ( MRVL ) - To 1,948,947 shares of common stock From 987,222 Nvidia ( NVDA ) - To 4,693,003 shares of common stock From 3,865,205 Significant stake reductions include: Pinterest ( PINS ) - To 660,539 class A shares From 4,317,906 PayPal ( PYPL ) - To 9,820 shares of common stock From 3,329,311 Grab Holdings ( GRAB ) - To 8,322,991 class A ordinary shares From 11,534,093 UiPath ( PATH ) - To 37,242 class A shares From 2,224,610 More on related tickers Nvidia: China Could Bring Up To $26 Billion In Revenue PayPal: It's Better To Face The Reality Than Remain Delusional (Downgrade) M...