Apple’s latest iPhone release has investors asking if now is the right time to buy. While some analysts see potential growth, others remain cautious about the tech giant’s immediate prospects. Opinions vary widely across the market.

With Sanae Takaichi at the helm of the Liberal Democratic Party, WisdomTree’s Jeremy Schwartz offers a bullish outlook for Japan’s small-cap and defense sectors. He underscores the potential for new investment opportunities led by shifting political winds. Investors are eager to see how these bets might reshape the broader Japanese equity landscape.

With mortgage rates and credit card debt both on the rise, many Americans face mounting financial challenges. As housing grows more unaffordable, existing home sales are slowing, raising critical questions for investors evaluating S&P 500 stocks at or near record highs.

Stock futures showed limited movement Sunday night, despite a continuing U.S. government shutdown. This restrained performance comes on the heels of a week in which both the Dow and S&P 500 soared to record highs.

Nvidia and Broadcom have become cash-generating powerhouses amid skyrocketing AI demand. Each is channeling massive earnings back to shareholders, underscoring the tech sector’s continued ascent.

Firethorn Wealth Partners LLC recently lifted its holdings in the Vanguard Dividend Appreciation ETF by 15.6%. According to its latest SEC filing, the purchase of 165 additional shares brings the firm’s total to 1,223 shares, underscoring its continued investment in the ETF.

Global Strategic Investment Solutions LLC recently scaled back its stake in Vanguard Small-Cap ETF by 1.4%. The firm sold 74 shares during the second quarter, leaving it with 5,368 shares in total.

Firethorn Wealth Partners LLC recently cut its stake in QUALCOMM Incorporated by 18.2% in the second quarter. In a 13F regulatory filing, the institutional investor disclosed that it sold 315 shares of the wireless technology company, leaving it with 1,416 shares in total.

Wealthcare Capital Partners LLC recently acquired 1,476 shares of Oracle Corporation, valued at about $323,000. The move highlights ongoing investor interest in the enterprise software provider, as several other hedge funds have also adjusted their positions.

Penobscot Investment Management Company Inc. recently decreased its Chevron Corporation holdings by 5.3%. The firm sold 2,160 shares, leaving it with a total of 38,591 shares valued at $5,526,000.

Kickstand Ventures LLC. has boosted its holdings in the Invesco BulletShares 2027 Municipal Bond ETF by 11.9% this quarter, bringing its total to 16,977 shares. The transaction, revealed in the company’s latest SEC filing, underscores the investment firm’s increased commitment to municipal bonds.

Merit Financial Group LLC has expanded its holdings in Boston Scientific Corporation by 12% during the second quarter. According to an SEC filing, the firm added 14,508 shares to reach a total of 134,928 shares of the medical equipment giant.

Legacy Trust has purchased 2,526 shares of ONEOK, Inc. during the second quarter, totaling around $206,000. This new stake highlights the trust’s interest in the utilities market and emerges amid other institutional investors adjusting their holdings.

Verus Wealth Management LLC increased its holdings in the Vanguard S&P 500 Value ETF by 4.4%, adding 159 shares during the second quarter. The firm now holds 3,798 shares, according to its latest SEC filing. This move reflects an ongoing interest in value-oriented strategies among institutional investors.

Quent Capital LLC raised its stake in The Bank of New York Mellon Corporation by 12.1% during the second quarter, as revealed in its latest SEC filing. The investment firm purchased 480 additional shares, bringing its total to 4,447 and reflecting a growing commitment to the bank.

Quent Capital LLC has reduced its stake in Sprouts Farmers Market by 8%, selling 291 shares in the second quarter. Despite the cut, the firm retains 3,334 shares valued at $549,000.

Quent Capital LLC boosted its stake in RTX Corporation by 17.3% during the second quarter, according to a recent SEC filing. The firm added 506 shares, bringing its total holdings to 3,430.

Quent Capital LLC has boosted its holdings in Arista Networks by 15.2% this past quarter, as revealed in a newly released SEC filing. The firm’s position now stands at 2,578 shares, worth about $264,000, underscoring a growing interest in the technology company.

Quent Capital LLC reduced its holdings in Unum Group by 13.5% during the second quarter, selling 870 shares in the process. According to a recent 13F filing with the SEC, the institutional investor now holds 5,572 shares of the financial services provider’s stock.

Boyd Wealth Management LLC has boosted its Apple Inc. holdings by nearly 19%, according to the firm’s recent filing with the SEC. The move highlights the company’s growing confidence in the tech giant’s performance.

Tepp RIA LLC reduced its Apple shares by 6.5% during the second quarter, selling 382 shares. Despite that decrease, the iPhone maker still accounts for 1.5% of the fund’s holdings, making it its ninth largest position.

GAMMA Investing LLC has significantly enlarged its position in the real estate investment trust Stag Industrial, Inc. According to a recent SEC filing, the firm’s stake rose by 58.7% during the second quarter after acquiring an additional 539 shares.

Peloton Interactive’s stock received a reaffirmed “buy” rating from The Goldman Sachs Group, which also set a price objective of $11.50. Other brokerages, including UBS Group, have shown support for the connected fitness company’s market position.

Ameriflex Group Inc. expanded its holdings in GE Aerospace by 23.5% during the second quarter, as revealed in a recent SEC filing. The purchase of an additional 331 shares brought the firm’s total stake to 1,742 shares—highlighting a substantial increase for this institutional investor.

Quent Capital LLC has signaled continued faith in The Coca-Cola Company by increasing its holdings by more than 10% in the second quarter. Recent 13F filings with the Securities & Exchange Commission reveal the firm now owns over 16,000 shares, valued at $1.17 million.

Quent Capital LLC has reduced its stake in Accenture by 1.9% during the second quarter. According to a recent Form 13F filing, the firm sold 57 shares, leaving it with a total of 2,886 shares in the global information technology services provider.

Clarity Capital Partners LLC recently acquired 1,378 shares of Palo Alto Networks, valued at approximately $282,000. This investment aligns with a broader trend of hedge funds showing renewed interest in the network technology company.

Despite a government shutdown, leading AI companies like Nvidia are keeping the stock market near record highs. Investor enthusiasm remains strong, driving Apple and other major tech stocks to new peaks.

ZWJ Investment Counsel Inc. recently boosted its holdings in EOG Resources by 11.8% in the second quarter. This move added 5,783 new shares to the firm’s portfolio, underscoring its confidence in the energy exploration company’s future.

ZWJ Investment Counsel Inc. has increased its investment in Procter & Gamble by 1.4%, acquiring an additional 1,930 shares in the second quarter. The fund now holds 143,524 shares, highlighting the allure of this household goods leader among institutional investors.

NTV Asset Management LLC recently cut its holdings in Truist Financial Corporation by 1.9%, selling 3,235 shares of the insurance provider’s stock. This move leaves the firm with a total of 169,701 shares, according to its second-quarter filing with the SEC.

Penobscot Investment Management Company Inc. has expanded its stake in GE Aerospace by 5.4% during the second quarter. The firm now holds 8,323 shares, valued at $2,142,000, reflecting its continued commitment to the industrial giant’s performance.

Penobscot Investment Management Company Inc. reduced its holdings in Illinois Tool Works Inc. by 5.3% in the second quarter, selling 1,480 shares. Despite the decrease, the firm still retains 26,567 shares in the industrial products company.

Penobscot Investment Management Company Inc. has reduced its position in Pfizer Inc. by 9.5% in the second quarter. According to the latest SEC filing, the institutional investor sold 9,075 Pfizer shares, leaving the firm with 86,226 shares of the prominent biopharmaceutical company.

Hilltop National Bank has acquired 2,432 shares of Advanced Micro Devices, Inc., totaling approximately $345,000 in the second quarter. This move, reported through a 13F filing, underscores the bank’s focus on the growing semiconductor market.

Hilltop National Bank acquired 4,530 shares of AECOM during the second quarter, valued at approximately $511,000. This move underscores growing institutional interest in the construction giant, with other investors also making changes to their AECOM holdings.

Hilltop National Bank disclosed a new investment in Advanced Micro Devices, Inc. through a Form 13F filing with the SEC. The move involves 2,432 AMD shares, valued at about $345,000, signaling the bank’s interest in the semiconductor industry.

ASR Vermogensbeheer N.V. has reinforced its position in Airbnb, Inc. by 5.3% this past quarter, according to a recent SEC disclosure. The fund purchased an additional 2,142 shares, bringing its total holdings to 42,747 and signaling continued optimism in the travel technology platform.

Parsons Capital Management Inc. RI has reduced its holdings in the iShares Russell Mid-Cap Growth ETF by 42.3% during the second quarter, according to a recent SEC filing. The fund sold 1,268 shares, leaving it with 1,731 shares worth about $240,000.

The State of Alaska Department of Revenue has reduced its position in Teradyne, Inc. by 5.5%, selling over a thousand shares. The transaction leaves the Department with 18,023 shares worth an estimated $1,620,000.

Signaturefd LLC recently sold 1,694 shares of CNH Industrial, reducing its stake by 14%. According to SEC filings, the firm now holds 10,435 shares, worth $135,000 as of the latest quarter. This transaction highlights a noteworthy portfolio adjustment for the financial firm.

Signaturefd LLC recently increased its holding in Hims & Hers Health, Inc. by 36.6% during the second quarter, according to regulatory disclosures. The move involved the purchase of an additional 946 shares, bringing the fund’s total to 3,532 shares.

Old Second National Bank of Aurora has raised its holdings in Eli Lilly and Company, now possessing a $6.12 million position. According to its latest SEC filing, the bank increased its stake by 11.5% in the second quarter, reaching 7,856 shares in total.

Empirical Financial Services LLC d.b.a. Empirical Wealth Management expanded its investment in Eli Lilly and Company (NYSE:LLY) by 6.9% in the second quarter, accumulating an additional 887 shares. By quarter’s end, the fund owned a total of 13,747 shares, reflecting continued confidence in the pharmaceutical leader.

There is a buzz around the $19 billion figure tied to Nebius stock, prompting technology investors to take note. Meanwhile, Barchart Premier’s suite of tools, including a free 30-day trial, is spotlighted as a method to track investments in this emerging space.

A recent report suggests that consumer-staples stocks might be gaining attention as markets look for more defensive positions. Three dividend-paying companies, highlighted in the analysis, could be pivotal as investors weigh where to park their money next.

Hilltop National Bank recently revealed a new stake in Caterpillar, acquiring 3,141 shares valued at about $1.2 million. The move, disclosed in a 13F SEC filing, reflects continued confidence in the industrial giant’s prospects and places Caterpillar under an ever-growing spotlight among institutional investors.

Trust Co. of Vermont recently expanded its stake in iShares Russell 1000 ETF by 26.5%, reflecting the firm’s growing investment in large-cap equities. Its latest regulatory filing highlights a total holding of 687 shares, now valued at $233,000.

Janney Montgomery Scott LLC lowered its stake in Prudential Financial during the second quarter, selling over 14,000 shares. This 8.8% reduction leaves the firm with a total of 146,883 shares according to its most recent SEC filing.

HB Wealth Management LLC has reduced its shares in Take-Two Interactive Software by 11.4% during the second quarter. According to a recent filing with the Securities & Exchange Commission, the firm sold 761 shares and now holds 5,898 shares of the gaming giant’s stock.

Northwest Wealth Management LLC recently increased its holdings in Broadcom by 15.6%, reflecting continued institutional interest in the semiconductor industry. According to the company’s latest Form 13F filing with the SEC, the firm gained an additional 294 shares, bringing its total holdings to 2,175.

Greenleaf Trust sold 1,098 shares of General Mills in the second quarter, reducing its stake by 6.7%. The fund now holds 15,274 shares valued at $791,000. This move highlights a strategic shift in its investment choices.

Consolidated Portfolio Review Corp signaled its continued interest in MetLife, Inc. by raising its stake in the second quarter. A recent SEC filing reports a 6.8% increase, reflecting a strategic investment in the financial services giant.

Consolidated Portfolio Review Corp has taken a new position in iShares MBS ETF, acquiring 3,602 shares valued at approximately $338,000. The move, disclosed in a filing with the Securities and Exchange Commission, indicates the firm’s participation in the mortgage-backed securities market.

Citadel Advisors increased its position in a blank check company by 1,300% just before the U.S. Securities and Exchange Commission approved a merger with a nuclear technology developer. The move stands out both for its timing and for the considerable stake in a sector poised for growth.

Humana’s shares surged after the company disclosed select details from the government’s Star Ratings for its 2026 Medicare Advantage plans. The market responded swiftly, reflecting investor optimism about the insurer’s potential performance.

American Express (NYSE: AXP) has surpassed broader market gains over the last five years, posting an 11.5% annualized lead. With an average yearly return of 26.33%, the financial titan has shown that even a small investment could have reaped notable rewards during this period.

Clarity Financial LLC has increased its holdings in ONEOK, Inc. by more than a third, reflecting the firm’s confidence in the utilities provider. This move brings its total investment to $14.97 million and highlights ONEOK’s heightened importance within Clarity’s portfolio.

Cantor Fitzgerald Investment Advisors L.P. recently boosted its stake in Vanguard Short-Term Corporate Bond ETF (VCSH) by 3.5%. According to its latest SEC filing, the firm added nearly 200 shares during the second quarter, bringing its total to over 5,700 shares.

Cantor Fitzgerald Investment Advisors L.P. recently boosted its stake in Vanguard Total Bond Market ETF, increasing its holdings by 1.2% in the second quarter. According to an SEC filing, the fund now owns 55,677 shares of the ETF, amounting to $4.10 million in total value.

BSW Wealth Partners recently cut its stake in Adobe Inc. by 10.9% during the second quarter, according to a new regulatory filing. The firm sold 161 shares, leaving it with 1,319 shares of the software giant’s stock.

Sageworth Trust Co significantly reduced its holdings in the Global X MLP & Energy Infrastructure ETF by 45.6%, selling 67,577 shares. Despite the sell-off, the trust still retains 80,763 shares of the fund, highlighting a measured shift in their energy-focused investments.

Sageworth Trust Co recently acquired 19,895 shares of the iShares S&P Mid-Cap 400 Value ETF, valued at nearly $2.46 million. The move comes during the second quarter, reflecting greater interest in mid-cap value funds from multiple institutional investors.

Kennebec Savings Bank increased its stake in Thermo Fisher Scientific by 8.9% during the second quarter, according to a recent regulatory filing. The bank now owns 1,478 shares, signaling its continued confidence in the medical research giant.

Kennebec Savings Bank increased its holdings in Salesforce Inc. by 5.9% in the second quarter of this year. The bank purchased 190 additional shares, bringing its total to 3,388 shares, as reported in its latest Securities & Exchange Commission filing.

Cyr Financial Inc. expanded its stake in Exxon Mobil by 16.4% in the second quarter, according to an SEC filing. The firm purchased 1,359 additional shares, bringing its total holdings to 9,652.

A new notice titled “Form 8.3 – [IQE PLC – 01 10 2025] – (CGAML)” offers an official glimpse into recent developments involving IQE PLC. Released by Canaccord Genuity Wealth Limited and published through Globe Newswire, the announcement marks an important update within the business sector.

Archford Capital Strategies LLC raised its stake in Visa Inc. by 1.1% in the second quarter of 2025, purchasing an additional 496 shares. This move brings the fund’s total Visa holdings to 46,884 shares, according to its latest SEC filing.

Baron Silver Stevens Financial Advisors LLC has increased its holdings in Visa Inc. by 10.2% over the second quarter, according to a recent SEC filing. The institutional investor added 548 shares of the credit-card processor, bringing its total stake to 5,901 shares.

Elser Financial Planning Inc has made a strategic move by buying 4,693 shares of Alphabet, valued at around $859,000. The purchase, filed with the SEC, highlights the ongoing enthusiasm that institutional investors have for Google’s parent company.

While the U.S. government ceased operations on Wednesday, stock markets soared, with one benchmark index breaking its previous record. Traders now predict the shutdown will stretch about two weeks, reflecting an average duration seen in past governmental stoppages.

Elon Musk has become the first person ever to surpass a net worth of US$500 billion, reaching US$500.1 billion by Wednesday afternoon. This remarkable achievement follows Tesla’s share rebound and the soaring success of his other business ventures.

Founders Capital Management has drastically reduced its stake in PepsiCo during the second quarter, selling 5,260 shares according to its latest SEC filing. The firm now holds 3,730 shares, valued at approximately $493,000, representing a 58.5% cut in its position.

Lowery Thomas LLC has marginally increased its stake in the iShares Russell 1000 ETF, purchasing an additional 36 shares in the second quarter. The ETF now accounts for 3.3% of the firm’s total portfolio, underscoring its continued confidence in large-cap U.S. equities.

Deltec Asset Management LLC has expanded its stake in Ocular Therapeutix by 2.9% during the second quarter. In total, the firm owns 2,794,892 shares after purchasing an additional 78,519 shares, reflecting the importance of the biopharmaceutical company in Deltec’s overall portfolio.

LexAurum Advisors LLC has increased its holdings in the SPDR Portfolio S&P 600 Small Cap ETF by 4.1%, reflecting a continued focus on small-cap equities. The recent purchase of 607 additional shares brings the firm’s total to 15,245 shares, valued at around $649,000.

Jasper Therapeutics, Inc. is under legal scrutiny following a class action lawsuit filed by DJS Law Group. The case alleges the company violated key provisions of the Securities Exchange Act, potentially impacting the rights and investments of shareholders.

Claris Advisors LLC MO recently increased its investment in PepsiCo, Inc. by 14.1%, adding 308 shares in the second quarter. The firm now owns 2,490 shares of the global snack-and-beverage giant, valued at $329,000.

Silver may be on track for a cycle low this October, according to Gann and Fibonacci analysis. Market watchers are closely following these technical indicators to gauge potential pricing shifts in the commodity sector.

As AI continues to reshape the technology sector, a Barron’s report suggests that the key to navigating concerns about a possible market bubble lies in direct ownership. While the full text remains behind a paywall, the premise is clear: owning AI may safeguard against future volatility.

Bourgeon Capital Management LLC recently reduced its shareholding in Analog Devices, Inc. by 4.2% during the second quarter. The firm sold 502 shares, leaving it with 11,357 shares in the semiconductor company, according to a filing with the Securities and Exchange Commission.

Refined Wealth Management has taken a new position in Tesla, acquiring 668 shares during the second quarter. Valued at about $212,000, this investment represents around 0.1% of the firm’s holdings, according to its filing with the SEC.

First County Bank CT reduced its holdings in Walmart Inc. by 7.7%, selling 444 shares in the second quarter. Despite the decrease, the institutional investor still retains 5,317 shares worth about $520,000.

Fifth Third Securities Inc. sold a portion of its position in the VanEck Fallen Angel High Yield Bond ETF, reducing its holdings by 19.4%. The institution still holds 74,048 shares, valued at approximately $2.17 million.

One Wealth Advisors LLC reduced its position in the Vanguard Tax-Exempt Bond ETF by 8.5% during the second quarter of this year. The sale of 46,816 shares leaves the firm holding 502,680 shares, comprising 3.4% of its overall portfolio. This shift underscores a notable update in the firm’s investment strategy.

Trivium Point Advisory LLC has reduced its stake in Zoetis Inc. by 8.1% during the second quarter, selling 1,318 shares. Filings with the Securities & Exchange Commission indicate the firm now holds 14,997 shares of the company’s stock.

Trivium Point Advisory LLC reduced its holdings of Lockheed Martin by 7.3% in the second quarter, according to an SEC filing. The move, which involved selling 323 shares, leaves the firm with 4,073 shares of the aerospace giant.

Northwest Wealth Management LLC has deepened its position in Avantis U.S. Small Cap Equity ETF, raising its overall stake in the fund by 8.6% during the second quarter of 2025. This move adds 8,405 new shares to bring the firm’s total holdings to 105,753.

Northwest Wealth Management LLC recently reduced its stake in Avantis International Equity ETF. According to an SEC filing, the fund sold 372 shares, representing a 0.3% cut in its total holdings. The move leaves the firm with 130,155 shares heading into the year’s second half.

SummerHaven Investment Management LLC has expanded its stake in G-III Apparel Group, LTD. by 1.9% this quarter, purchasing an additional 562 shares to bring its total to 30,415. This move underscores a steady but measured show of confidence in the textile maker as reported in the latest SEC filing.

Harbour Capital Advisors LLC decreased its Microsoft stake by 0.3% in the 2nd quarter, according to a recent SEC filing. The firm sold 78 shares, leaving it with 29,167, while Microsoft continues to account for a significant 3% share of its portfolio.

Farther Finance Advisors LLC significantly increased its stake in Apple Inc. during the second quarter, boosting its holdings by 17.4%. According to the latest SEC filing, the firm now owns 573,665 shares, representing a total position valued at $117.70 million.

Park Avenue Securities LLC has boosted its holdings in Sensata Technologies Holding N.V. by 5.1% in the second quarter. According to a recent SEC filing, the fund purchased 690 shares, bringing its total to 14,315 shares in the scientific and technical instruments company.

Enzi Wealth recently reduced its position in NVIDIA Corporation by 10.2%, selling 2,123 shares during the second quarter. Despite this reduction, the institutional investor retains 18,692 shares in the computer hardware giant, as disclosed in a filing with the Securities and Exchange Commission.

Southland Equity Partners LLC recently disclosed a 3.3% increase in its NVIDIA holdings. The institutional investor’s stake now totals more than 20,000 shares, valued at approximately $3.16 million, underscoring its continued confidence in the computer hardware leader.

DA Davidson has reissued a Buy rating for Weyerhaeuser, placing a $35 target on its shares. The real estate investment trust has also drawn attention from several other analysts, including Citigroup, which recently decreased its price on the stock.

Trualt Bioenergy’s IPO has quickly drawn the attention of investors. Once the allotment is finalized, you can confirm if you’ve received shares by accessing official portals of India’s major stock exchanges or the registrar.

Chinese retailer Miniso intends to carve out its pop-culture collectibles segment and list it on the Hong Kong market. The move seeks to build on the surging demand for collectible toys and mimic the success of Labubu maker Pop Mart.

Nidec’s shares have taken a downturn after a widening accounting scandal shook investor confidence. A delayed financial report, filed three months late, uncovered fresh problems that suggest systemic issues and further erode trust in the company.

Fort Washington Investment Advisors Inc. OH recently increased its stake in Analog Devices by 0.3% in the second quarter, adding 817 shares and bringing its total to 260,495. This modest move underscores the firm’s continued confidence in the semiconductor company’s performance.

LVW Advisors LLC recently disclosed a 30% increase in its Lockheed Martin holdings, according to an SEC filing. The fund added 338 shares during the second quarter, bringing its total to 1,466 shares in the aerospace company. This transaction highlights continued interest in Lockheed Martin’s stock.

Camelot Portfolios LLC has significantly increased its stake in Brink’s Company (NYSE: BCO) during the second quarter, raising its position by 86.5%. According to the fund’s most recent SEC filing, the purchase of over 2,000 additional shares brings Camelot’s total holdings in the business services provider to 4,342.

ST Germain D J Co. Inc. took a new stake in Monster Beverage Corporation, purchasing 2,408 shares valued at around $151,000. The move, disclosed in a filing with the Securities and Exchange Commission, reflects continued interest in the energy drink giant’s stock.

Guardian Investment Management recently sold 250 shares of Mondelez International, trimming its position by 2.4%. Despite the partial divestment, the fund retains 10,100 shares valued at $681,000, marking a modest yet noteworthy shift in its portfolio.

OAKMONT Corp has placed a decisive investment of $11.51 million in Waste Connections, a business services provider specializing in waste management. The new stake, detailed in a recent 13F filing, showcases a strategic move by an institutional investor in a sector focused on essential services.

Hartford Investment Management Co. has slightly reduced its stake in industrial firm Ingersoll Rand, according to a recent SEC filing. By selling 356 shares, the company’s holdings dropped by 1.4% this quarter. The latest move leaves the fund with 24,234 shares in total.

Hartford Investment Management Co. has reduced its position in NRG Energy by 4.5% in the second quarter of this year, according to a regulatory filing. After the sale of 560 shares, the firm’s stake now stands at 11,804 shares, valued around $1.90 million.

The Public Employees Retirement System of Ohio increased its investment in Norwegian Cruise Line Holdings Ltd. by 10.4% in the second quarter, according to official SEC filings. The boost adds 35,224 shares to its portfolio, bringing the fund’s total ownership to 375,254 shares, valued at $7.61 million.

Hartford Investment Management Co. recently announced a small cut in its stake in Warner Bros. Discovery, Inc., selling just under 1% of its shares. SEC filings show the firm’s holdings now stand at 135,398 shares, valued at about $1.55 million.

The Public Employees Retirement System of Ohio has reduced its holdings in IQVIA Holdings Inc. by two percent, selling more than a thousand shares in the latest quarter. Despite the cut, the institution still maintains a significant position, reflecting its continued participation in the healthcare-focused research sphere.

Dakota Wealth Management made a modest adjustment to its holdings in Sabra Healthcare REIT, selling 550 shares in the second quarter. Despite this 1.2% dip, the fund’s remaining stake is valued at $833,000.

Sowell Financial Services LLC has undergone a significant shift in its investment portfolio, reducing its stake in Vale S.A. by 77.5% during the second quarter. The firm now holds 17,045 shares of the basic materials company, valued at $166,000.

Sowell Financial Services LLC expanded its investment in Braemar Hotels & Resorts by 12.8% during the second quarter, bringing its total shares to 71,171. This move reflects a $174,000 stake in the NYSE-listed hospitality firm.

Assenagon Asset Management S.A. has taken a position in Boot Barn Holdings, Inc. worth nearly $600,000, according to a recent SEC filing. This move, along with other hedge funds ramping up their investments, indicates a growing interest in the Western apparel and footwear retailer.

Sowell Financial Services LLC significantly increased its holdings in Banco Santander, acquiring 9,093 additional shares in the second quarter. The move represents an 82.6% boost, bringing the firm’s total position in the multinational bank to 20,108 shares.

While Warren Buffett’s portfolio is known for its reliability, no investor is infallible. This brief look at three of his holdings reveals why two are likely to remain strong options, and why one may not be living up to its billing.

Rosen Law Firm has issued an urgent reminder for investors who purchased Altimmune shares between August 10, 2023, and June 25, 2025. The October 6, 2025 deadline to seek lead plaintiff status in a class action lawsuit could be key for those seeking compensation.

Beaumont Financial Advisors LLC recently disclosed selling 304 shares of PayPal Holdings, Inc., reducing its stake by 6.5%. The move leaves the firm with 4,371 shares, according to the latest SEC filing.

In its recent 13F filing with the Securities & Exchange Commission, Kathmere Capital Management LLC disclosed a 0.7% reduction in its Merck & Co., Inc. stake during the second quarter. The firm sold 149 shares, leaving it with 19,802 total shares.

In the past week, two newly listed companies—one in biotech and another in cybersecurity—saw insiders pour over $98 million into their shares, signaling strong confidence in their markets. A coal miner also attracted attention as a director increased their stake, joining several chief executives who have made similar moves.

Advisors Management Group Inc. ADV made a notable move this second quarter by acquiring 1,018 shares of UnitedHealth Group for roughly $318,000. The investment was disclosed in the firm’s latest SEC filing, underscoring growing hedge-fund interest in the leading healthcare conglomerate.

Twelve Points Wealth Management LLC recently grew its position in Cleveland-Cliffs Inc. by 15.1%, reaching a total investment valued at $1.97 million. According to an SEC filing, the firm purchased an additional 33,964 shares, bringing its total holdings to 259,463.

First American Bank has significantly lowered its stake in UnitedHealth Group, selling over 17,000 shares. Newly released SEC filings confirm that the bank now holds 25,620 shares of the healthcare giant.

One Plus One Wealth Management LLC has taken a fresh stake in Occidental Petroleum worth $685,000, reflecting broader investor interest in the oil and gas producer. The purchase of 16,304 shares comes amid reported movements by other major investors in the company, suggesting potential optimism about its performance.

Instrumental Wealth LLC recently disclosed a new stake in Oracle Corporation through a second-quarter 13F filing. The investment, valued at roughly $228,000, underscores the ongoing appeal of the technology giant among institutional investors. Additional details about other hedge funds remain limited.

Eastover Investment Advisors LLC modestly increased its holdings in Fidelity National Financial, Inc. during the second quarter, adding 686 shares. This incremental move highlights the institutional investor’s continued interest in the financial services firm.

Fifth Third Bancorp has reduced its holdings in GE HealthCare Technologies Inc. by 1.8% during the second quarter. The move, disclosed in a filing with the SEC, involved the sale of 596 shares, leaving the firm with 32,631 shares of the company.

Patton Fund Management Inc. has made a notable move by purchasing 10,132 shares of Moderna, Inc., valued at about $280,000. According to a recent SEC filing, this acquisition took place in the second quarter and aligns with similar investments by other hedge funds.

Eagle Global Advisors LLC has reported a 2.1% reduction in its stake in Union Pacific Corporation, selling 770 shares in the second quarter. Following this move, the firm now holds 36,604 shares of the railroad operator’s stock, valued at $8.42 million.

Fifth Third Bancorp made a marked increase in its holdings of VICI Properties Inc., expanding its position by 43.7% in the second quarter. The bank’s total of 78,112 shares is now valued at around $2.5 million, reflecting a strategic move in the real estate investment market.

Sowell Financial Services LLC recently cut its position in VICI Properties Inc. (NYSE:VICI) by 8.1%. According to a recent SEC filing, the firm sold 700 shares, leaving it with 7,931 shares in total.

E Fund Management (HK) Co. marked a significant milestone by listing two new ETFs on the Hong Kong Stock Exchange. Surpassing an initial offering size of HK$1.369 billion, this dual launch caught the attention of regulators, global investors, and financial partners alike.

Some of AI’s most influential figures, including Sam Altman, believe AI stocks may be overpriced. Investors and retirees alike are pondering whether to adjust their retirement portfolios in light of these warnings.

True North Advisors LLC recently reduced its holdings in semiconductor giant Lam Research Corporation (NASDAQ:LRCX), selling 3,522 shares during the second quarter. The move, which represents a 10.2% decrease in the firm’s stake, was disclosed in a filing with the Securities and Exchange Commission.

Wealth Enhancement Advisory Services LLC has reduced its holdings in SEI Select Emerging Markets Equity ETF by 2.2% in the second quarter. This move, reflected in a 13F filing with the Securities and Exchange Commission, leaves the investor with 135,972 shares of the fund.

Vision Capital Management Inc. has acquired a fresh stake in CommVault Systems, Inc., purchasing 3,199 shares worth around $558,000. The move, completed in the second quarter, highlights growing institutional interest in the NASDAQ-listed software company.

Patron Partners LLC recently boosted its Netflix holdings by 19.2% through the acquisition of an additional 241 shares. The firm now owns 1,496 shares, valued at around $2 million, representing approximately 1.0% of its portfolio.

Moller Wealth Partners has acquired a notable new position in Apple Inc., purchasing over a thousand shares during the 2nd quarter. This filing with the Securities & Exchange Commission indicates continued institutional interest in the tech giant’s stock.

Shira Ridge Wealth Management has slightly reduced its position in Apple, selling 281 shares to decrease its overall stake by 0.9%. Despite this move, the firm continues to hold nearly 30,000 shares of the tech giant, demonstrating its lingering confidence in Apple’s performance.

Patron Partners LLC recently grew its investment in Transdigm Group Incorporated by 6.6% during the second quarter, acquiring an additional 19 shares. The fund now holds a total of 309 shares valued at $470,000, according to recent filings.

Meyer Handelman Co. has sold 250 shares of Nucor Corporation, reducing its overall stake by 0.3%. A recent SEC filing shows the institutional investor now holds 81,112 shares of the basic materials company.

Embree Financial Group bought 35 more shares of S&P Global, increasing its holdings by 3.5% and bringing its total ownership to 1,031 shares. This purchase, reported in a filing with the Securities & Exchange Commission, underscores Embree’s continued interest in the global business services giant.

PineStone Asset Management Inc. recently raised its position in Hilton Worldwide by 39.4%, according to an SEC filing. This significant purchase expanded the fund’s total shares to 844,534, reflecting a notable move within the hospitality sector.

Dakota Wealth Management has boosted its investment in ResMed Inc. (NYSE:RMD), raising its holdings by 19.8% in the latest quarter. The firm purchased an additional 3,014 shares, bringing its total to 18,203, valued at $4,696,000.

National Fuel Gas (NFG) appears as a “hidden gem” among energy stocks offering quarterly dividends. Though most details remain behind a paywall, the article’s title alone points to a compelling opportunity for dividend-focused investors.

Affinity Wealth Management LLC has expanded its interest in Linde PLC by 1.5%, adding 166 shares to its existing stake. This addition elevates Linde’s role in the firm’s overall portfolio, now accounting for 0.8% of its holdings.

Magnus Financial Group LLC reduced its stake in the iShares MSCI USA Momentum Factor ETF by 5.7%, according to the latest SEC filings. The firm sold 344 shares during the second quarter, leaving it with 5,738 shares valued at $1.38 million.

Maridea Wealth Management LLC recently reduced its stake in Cleanspark, Inc. by 11.3% during the second quarter. In a filing with the SEC, the firm reported selling 33,682 shares to bring its holdings to 264,911.

Allied Properties REIT has completed a notable $450 million green bond offering. The move underscores the ongoing surge of sustainable finance initiatives, although distribution of this announcement remains restricted in the United States.

A recent piece highlights a fund manager’s belief that Big Tech’s minuscule production costs give these companies a decisive long-term edge. According to the report, these cost savings may fuel sustained innovation and profitability well into the future.

Investors may remain skeptical about technology stocks, but industry insiders point to a defining factor in Big Tech’s success: low marginal costs. According to one leading portfolio manager, this advantage translates into substantial profits that are tough to ignore.

North Star Investment Management Corp. has boosted its holdings in the iShares MSCI Europe Financials ETF by an impressive 34.5% in the second quarter. This increase underlines the firm’s growing interest in Europe’s banking and financial sectors.

Brady Martz Wealth Solutions LLC trimmed its Broadcom holdings by 1.8% in the second quarter, selling 446 shares. The firm now holds 24,380 shares worth approximately $6.72 million, as reported in a filing with the Securities and Exchange Commission.

AdvisorNet Financial Inc has raised its stake in Comcast Corporation by 10.6%, bringing its total holdings to 12,267 shares. This increase suggests growing confidence in Comcast’s performance and underscores its position as a leading cable giant.

BNC Wealth Management LLC recently reduced its stake in Exxon Mobil by 6.5% through the sale of 225 shares, finalizing a position of 3,256 shares. The move, disclosed in the firm’s latest 13F filing, signals a strategic adjustment to its portfolio during the second quarter.

Maharashtra Seamless’ stock climbed 3% following a ₹256-crore deal for seamless pipes in the oil and gas sector. Investors appeared encouraged by the new contract, signaling strong demand for the company’s products.

Bloom Energy’s stock soared after a power-generation deal with Oracle in July, bolstered by excitement over AI potential. A Jefferies analyst, however, has now downgraded the company, citing “over-exuberance” as a reason to consider selling.

Intel’s bid for Apple’s investment marks the latest turn in a turbulent period for the semiconductor giant. With a recent call for the CEO’s resignation by former President Trump, coupled with an existing stake by the U.S. government and a substantial investment from Nvidia, Intel’s future could hinge on whether Apple decides to join its growing list of investors.

Marvell is signaling confidence in its future by announcing a $1 billion accelerated share repurchase. The company’s CEO believes this buyback demonstrates a firm conviction in both the business and the stock’s intrinsic value, raising the question of whether Marvell’s shares are priced too low.

Cranbrook Wealth Management LLC has revealed an increase in its stake in Costco Wholesale Corporation, totaling $131,000 in value. According to its latest SEC filing, the firm boosted its holdings by 17.9% and now owns 132 shares in the retail giant.

CHICAGO TRUST Co NA has cut its stake in Lowe’s Companies, Inc. by 40.2% during the second quarter, selling 1,410 shares. The firm currently holds 2,101 shares, according to a filing with the Securities & Exchange Commission.

Cigna Investments Inc. New sold 190 shares of Linde PLC during the second quarter, representing a 4.0% cut to its stake in the industrial gas supplier. The move, disclosed through a 13F filing with the SEC, leaves Cigna Investments with 4,616 shares valued at $2.17 million.

Cigna Investments Inc. New has trimmed its position in Accenture PLC by 2.7%, selling 170 shares in the second quarter. The move leaves the firm with 6,136 shares valued at $1.83 million, as reported in a recent SEC filing.

Charter Capital Management LLC DE has acquired 9,043 shares of WEC Energy Group, valued at approximately $942,000. The utilities-focused investment represents 0.6% of the firm’s overall portfolio. This move takes place during the second quarter, according to recent disclosures.

CX Institutional reduced its holdings in Tractor Supply Company by 8.1% during the second quarter, according to an SEC filing. The firm sold 338 shares, leaving it with 3,845.

Counterpoint Mutual Funds LLC has purchased a new stake in Urban Outfitters, Inc., acquiring 5,888 shares valued at approximately $427,000. This filing sheds light on ongoing institutional interest in the apparel retailer.

U.S. Capital Wealth Advisors LLC recently boosted its ownership of Williams-Sonoma by acquiring an additional 568 shares in the second quarter. This development, detailed in an SEC filing, underscores the firm’s growing confidence in the specialty retailer’s potential for continued success.

Farmers & Merchants Investments Inc. cut its stake in Chipotle Mexican Grill (NYSE: CMG) by 26.3% in the second quarter, according to a recent 13F filing. The institutional investor sold 500 shares, leaving it with 1,400 shares of the restaurant operator’s stock.

Gold is navigating short-term sell signals while maintaining a bullish outlook over the long term. Observers say that despite near-term caution, the metal’s fundamentals signal staying power in the months and years ahead.

Charles River Associates remains in the spotlight following Barrington Research’s decision to reiterate an outperform rating with a $235.00 price target. Yet, there is some divergence among analysts, as Wall Street Zen has moved from a “buy” to a “hold.”

Evergy has posted consistently strong results, outpacing its counterparts in the utilities sector. Analysts remain confident in the stock’s trajectory, pointing to future opportunities for growth.

Westfuller Advisors LLC has acquired more than 11,000 shares of Starbucks, revealing a sizeable position now worth about $1 million. The recent transaction highlights continuing institutional interest in one of the world’s most recognized coffee chains.

Quad Cities Investment Group LLC reduced its holdings in Janus Henderson Short Duration Income ETF by 21.1% during the second quarter, according to a recent filing with the SEC. The decision involved selling 1,600 shares of the ETF, leaving the firm with 5,997 shares.

Westfuller Advisors LLC recently lowered its stake in the iShares TIPS Bond ETF, selling 349 shares in the second quarter. The move, which amounted to a 5.1% reduction, left the firm with 6,560 shares valued at $722,000.

Physician Wealth Advisors Inc. recently increased its holdings in the iShares U.S. Equity Factor ETF by 2.4%, according to a new SEC filing. This purchase involved an additional 925 shares during the second quarter, bringing the total to 39,249.

Westfuller Advisors LLC has taken a new stake in American Express, purchasing 1,348 shares during the second quarter. Official filings suggest that this move, valued at about $430,000, aligns with ongoing institutional interest in the leading payment services company.

Perpetual Ltd has reported a modest reduction in its stake in Intuit Inc., selling 33 shares and recording a 2.1% decrease in holdings. This adjustment, disclosed in its most recent filing, leaves the institutional investor with 1,539 shares of the software giant.

Moody National Bank Trust Division recently purchased 505 shares of ASML Holding N.V., a leading semiconductor firm. This new investment, valued at roughly $405,000, underscores both the bank’s growth strategy and ongoing investor confidence in the tech sector.

Oliver Lagore Vanvalin Investment Group disclosed a new stake in Boston Scientific Corporation, buying 371 shares in the second quarter. The investment, valued at approximately $37,000, was noted in a filing with the Securities and Exchange Commission.

Moody National Bank Trust Division disclosed a new stake in e.l.f. Beauty this past quarter, purchasing 2,069 shares valued at about $257,000. This move comes from the firm’s most recent SEC filing, underscoring investor attention on the cosmetics company.

Zoom Communications remains on a neutral path in Cantor Fitzgerald’s latest assessment, backed by an $87 price objective. The rating, echoed across several other reports, underscores the continued market attention aimed at the popular teleconferencing provider.

Royal Bank of Canada has reiterated its confidence in Zoom Communications by reaffirming an “outperform” rating and setting a $100.00 price objective. This positive assessment highlights Zoom’s continued potential in the eyes of analysts, with other research reports also signaling optimism for the tech company.

Zoom Communications has once again earned a positive endorsement, as Needham & Company LLC reaffirms its “buy” rating and a $100.00 target price. Other industry watchers, including JMP Securities, appear to share a similarly upbeat outlook, reinforcing Zoom’s steadfast position in the market.

Warren Buffett’s Berkshire Hathaway investments in Amazon and Visa may hold the key to beating the market over the next decade. With Amazon’s AI innovations and Visa’s ongoing benefit from the global shift away from cash, both companies appear poised for sustained success.

Financiere des Professionnels Fonds d’investissement inc. has disclosed a new stake in Costco Wholesale Corporation worth $150,000 during the second quarter. The fund acquired 152 shares in a move that underscores institutional confidence in Costco’s performance.

SeaCrest Wealth Management LLC has decreased its stake in Costco Wholesale Corporation by selling 714 shares in the second quarter, marking a 6.8% reduction. According to filings, the institutional investor now holds 9,740 shares, which amount to 1.0% of its overall portfolio.

Essex Savings Bank has reduced its stake in The Walt Disney Company by 7.0% during the second quarter, selling 661 shares. Despite the sale, the bank continues to hold 8,720 shares of the entertainment giant, according to its most recent SEC filing.

UMB Bank n.a. made a nuanced change in its portfolio by selling 43 shares of The Progressive Corporation during the second quarter. While the transaction is small, it underscores how financial institutions adjust their holdings based on market and strategic considerations.

AFG Fiduciary Services Limited Partnership has increased its stake in iShares Core S&P Small-Cap ETF by 8.7% during the second quarter. According to a recent filing with the Securities & Exchange Commission, the firm acquired 3,822 additional shares, bringing its total to 47,613.

CX Institutional has made a decisive move into Applied Materials, boosting its holdings by a staggering 553.9%. This large stake expansion, revealed in a recent SEC filing, underscores investor confidence in the manufacturing equipment provider’s prospects.

Financial data from the second quarter shows CX Institutional boosting its holdings in Amphastar Pharmaceuticals by 220.5%. This move involves the purchase of more than 180,000 additional shares, totaling a $6.05 million investment in the NASDAQ-listed firm.

Livforsakringsbolaget Skandia Omsesidigt has substantially grown its stake in Nutanix, snapping up 2,097 more shares in the second quarter. The move represented a 116.5% increase, according to a recent filing with the SEC, bringing the insurer’s total holdings to 3,897 shares.

TCV Trust & Wealth Management Inc. has reduced its holdings in Vanguard Mega Cap ETF, selling 265 shares in the second quarter. This 19.3% decrease leaves the institutional investor with 1,105 shares, as disclosed in a filing with the Securities & Exchange Commission.

SBC Medical Group has a 1.27 beta, signaling that it is more volatile than the S&P 500. Meanwhile, its peers show even greater market swings, with a beta of 1.63, indicating a higher risk-and-reward profile for investors.

Marshall Financial Group LLC has slightly increased its holdings in the First Trust Municipal High Income ETF, adding an additional 268 shares during the second quarter. The firm now owns 13,057 shares of the ETF, totaling approximately $610,000 in value.

Worth Asset Management LLC has reduced its holdings in CrowdStrike by 12%, according to an SEC filing. The firm sold 111 shares during the second quarter, leaving it with 815 shares of the cybersecurity company’s stock.

Worth Asset Management LLC has reduced its holdings in Vanguard Total Stock Market ETF by more than half, according to a recent SEC filing. The firm sold 2,543 shares during the second quarter, leaving it with 2,496 shares of the broad-market fund.

Worth Asset Management LLC raised its position in the Schwab Emerging Markets Equity ETF by more than 20% in the second quarter, according to an SEC filing. The move, which included purchasing an extra 2,914 shares, brings the fund’s total holdings to 15,794 shares.

Wealth Enhancement Advisory Services LLC recently scaled back its holdings in SPDR Portfolio S&P 500 Growth ETF during the second quarter, selling 31,009 shares. Despite the 5.2% reduction, the firm still holds a significant position worth $54.06 million.

A new market analysis spotlights the Dow Jones Industrial Average, S&P 500, Nasdaq 100, and the US Small Cap 2000, hinting at shifts in investor momentum. Titled “The Propulsion Cut: From Intel Lifelines to Small-Cap Resurrection,” it underscores Intel’s potential impact and a possible upswing for smaller-cap companies.

High Net Worth Advisory Group LLC recently reduced its position in SPDR Gold Shares by more than a third during the second quarter. The move, which involved selling over 2,000 shares of the popular gold-backed exchange-traded fund, reflects shifting strategies in one investment firm’s portfolio.

Tom Farley, CEO of Bullish and former NYSE president, highlights the importance of the New York BitLicense in accelerating the company’s entry into the U.S. market. Discussing their early days as a publicly traded entity, Farley underscores how regulatory approvals can shape digital asset platforms.

David Tepper, in a recent statement, believes the Federal Reserve can keep easing rates a bit further but warns against pushing it too far. He highlights the risk of entering “danger territory” if policymakers become overly aggressive with monetary policy.

Baker Tilly Wealth Management LLC recently cut its stake in AbbVie Inc. by 3.5%, selling 169 shares in the second quarter. This downward adjustment, disclosed in the firm’s Form 13F filing, leaves the institutional investor with 4,602 shares.

Baker Tilly Wealth Management LLC recently pared down its holdings in Freeport-McMoRan Inc., selling 736 shares during the second quarter. The total stake now stands at 20,434 shares, valued at $886,000, reflecting a 3.5% decrease in the firm’s position.

Sapient Capital LLC has expanded its investment in Intel Corporation, increasing its holdings by 8.2% over the past quarter. According to the latest 13F filing, the firm acquired an additional 1,975 shares, bringing its total to 25,985 Intel shares.

Sapient Capital LLC purchased 12,205 shares of Karman Holdings Inc. during the second quarter, valued at about $615,000. The move, detailed in the firm’s latest SEC filing, underscores ongoing institutional interest in the company.

Sapient Capital LLC made a strategic move in the second quarter by acquiring 12,205 shares of Karman Holdings Inc., valued at roughly $615,000. The transaction was disclosed in a filing with the SEC, reflecting a continued interest in Karman by institutional investors. The purchase underscores how financial entities are positioning themselves amid market shifts.

Sapient Capital LLC announced a 25.3% reduction in its stake in the SPDR S&P MidCap 400 ETF Trust, selling 155 shares in the second quarter of 2025. According to its latest 13F filing with the SEC, the firm now owns 457 shares of the fund.

Ethereum ETFs are seeing record inflows while Bitcoin ETFs struggle with capital outflows. Institutions have shifted their attention to alternative cryptocurrencies, most notably Solana and Cardano, signaling a broader market transformation.

StubHub made its public entrance on the New York Stock Exchange this Wednesday, with shares quickly reaching beyond the $25 mark. The online ticket retailer’s highly anticipated IPO attracted the attention of both investors and industry observers.

Chesley Taft & Associates LLC recently increased its position in T-Mobile US, Inc. during the second quarter, adding 127 shares for a total of 26,429. The move represents a 0.5% boost in the firm’s T-Mobile holdings, underscoring continued investor confidence in the wireless provider.

Sands Capital’s Global Growth Strategy recorded a robust second quarter in 2025 with a 21.7% return, benefiting from its flexible approach to finding promising global investments. At the heart of the firm’s success is its ongoing conviction in Carlisle Companies Incorporated (CSL).

NeoGenomics has weathered over 850 days in a steady holding pattern, with no breakout yet on the horizon. Analysts applying the Adhishthana Principles predict that Phase 18 of this cycle may keep the stock in range-bound territory until August 2026.

Gateway Investment Advisers LLC has raised its holdings in VeriSign by 2.9%, according to a fresh 13F filing with the SEC. With an additional 2,641 shares purchased, the firm’s total now stands at 92,320 shares in the technology services provider.

MassMutual Private Wealth & Trust FSB sold 2,058 shares of the Vanguard S&P 500 ETF during the second quarter, marking a 25.5% decrease in its holdings. After the sale, the firm retains 6,021 shares of VOO, according to data from HoldingsChannel.

A single Federal Reserve meeting can spark major market swings. But for many investors, the bigger question isn’t “What happens next?”—it’s “How do I prepare for any outcome?”

A recent analysis highlights a bullish stance on Sensient Technologies (SXT), driven by its current market valuation and potential for future growth. Trading at $113.21 per share as of September 8, with a trailing P/E of 35.60, SXT is gaining traction in certain investor circles.

The digital remittance leader Remitly Global, Inc. has caught investors’ attention with its high price-to-earnings ratio of 324.33. Despite its lofty valuation, bullish observers on Paris Analyst’s Substack see strong potential for the company, which was trading at $19.68 as of September 4th.

Stephanie Link, Chief Investment Officer at Hightower, shared a significant move on CNBC’s “Halftime Report”: a new investment in QXO stock. While detailing her purchase, Link and the program’s panel also sparred over the outlook for the housing market.

Berkshire Bank added nearly 300 Unilever shares in the second quarter, raising its stake in the consumer goods company by 0.4%. This move makes Unilever approximately 0.9% of Berkshire Bank’s portfolio, according to an SEC filing.

Harbor Capital Advisors Inc. has boosted its investment in Insperity, Inc. by 10.3%, bringing its total position to $8.65 million. A recent SEC filing shows this strategic move involved the purchase of 13,388 additional shares in the business services provider.

Little House Capital LLC has increased its stake in Williams Companies, Inc. by 1.1% during the second quarter, reflecting a measured show of confidence in the pipeline operator. An SEC filing reveals that the institutional investor ended the period with 42,321 shares after adding 469 to its holdings.

FF Advisors LLC recently announced a 3.6% boost to its holdings in the Vanguard Tax-Exempt Bond ETF. The fund’s new total of 16,241 shares reflects incremental confidence in the tax-exempt bond market, as indicated by the company’s latest SEC filing.

First National Corp MA ADV has disclosed a 28.3% reduction in its holdings of the SPDR Portfolio Long Term Treasury ETF, according to a recently filed 13F form. This move saw the fund sell nearly 16,000 shares, leaving it with 40,400 shares after the transaction.

First National Corp MA ADV reported a modest but notable increase in its stake in the SPDR Bloomberg Convertible Securities ETF. By acquiring 217 additional shares in the second quarter, the firm raised its total holdings by 0.7%, reaching 30,183 shares in total.

Gallacher Capital Management LLC has expanded its stake in Rio Tinto PLC (NYSE:RIO), purchasing an additional 415 shares during the second quarter. This increase, disclosed in the firm’s Form 13F filing with the SEC, reflects a 7.2% boost in the investment firm’s holdings.

Gallacher Capital Management LLC significantly increased its position in CorVel Corp., acquiring 999 additional shares in the second quarter. This 50% boost brings the firm’s total shares in the business services provider to 2,999, as reported in a recent SEC filing.

Gallacher Capital Management LLC acquired 3,934 shares of Booz Allen Hamilton Holding Corporation in the second quarter, according to an SEC filing. The transaction, valued at around $410,000, signals continued hedge fund interest in the business services provider.

Billionaire investor Bill Ackman claims that President Donald Trump’s administration wants Fannie Mae and Freddie Mac shares to skyrocket ahead of what he calls “the largest IPO of all time.” Trump, he says, simply “likes to see stocks soar.”

In a recent update, Zacks Research reduced its Q2 2027 earnings estimate for InterDigital, Inc. from $2.04 to $1.99 per share. This downward revision offers a glimpse into the shifting expectations for the wireless communications provider in the upcoming quarter.

The Rosen Law Firm, P.A., has issued a notice encouraging KBR, Inc. investors to explore a possible securities class action investigation. The announcement comes from a September 15, 2025, report, signaling potential rights or claims for shareholders.

U.S. stocks moved higher on September 15, 2025, as the Dow edged up and the S&P 500 and Nasdaq reached record levels. Investor optimism grew after President Trump suggested that trade discussions with China were on a positive track, with an upcoming Federal Reserve meeting also in view.

Gemini Space Station, Inc., a global crypto platform based in New York, has announced the completion of its initial public offering. The underwriters’ decision to purchase additional shares exemplifies growing confidence in Gemini’s role within the rapidly expanding crypto market.

Goldstone Financial Group LLC took a sizable step to enlarge its investment in The Home Depot this past quarter. A recent Form 13F filing with the SEC indicates a 25.9% increase in the firm’s holdings, reflecting continued confidence in this prominent home improvement retailer.

Boltwood Capital Management has reduced its holdings in McDonald’s Corporation by 3.0% in the second quarter, as revealed by a recent SEC filing. The fund sold 60 shares, leaving it with 1,925 shares of the fast-food giant.

RMR Wealth Builders increased its position in McDonald’s by 7.9% during the second quarter, acquiring an additional 521 shares. As a result, the investor now holds 7,104 shares valued at $2,076,000, underscoring its continued confidence in the fast-food giant.

Palantir’s track record has been called “stunning,” but a recent piece from Barron suggests that now may not be the ideal moment to invest. The article tackles how the company’s success and a wary outlook can coexist.

Geneos Wealth Management Inc. increased its holdings in Apple Inc. by more than 16% in the first quarter of this year, signaling ongoing confidence in one of the tech industry’s leading performers. This expansion was disclosed in the firm’s recent SEC filing and underscores a noteworthy commitment to Apple’s growth potential.

CBM Financial LLC acquired over 5,000 shares of Apple Inc. in the first quarter, investing approximately $1.13 million. The move makes Apple the fund’s 11th largest holding, reflecting continued investor confidence in the tech leader.

In its latest filing, Capital Asset Advisory Services LLC revealed a 30.2% reduction in its Shopify holdings. The firm sold 1,961 shares and now holds 4,536, according to its second-quarter SEC disclosure.

Centurion Wealth Management LLC acquired 999 shares of Waste Management, Inc., valued at around $229,000. The firm’s move, disclosed in a recent SEC filing, comes at a time when several hedge funds are adjusting their holdings in the waste services sector.

Wesbanco Bank Inc. has scaled back its holdings in Stifel Financial Corporation by nearly 14%. Newly released figures show a reduction of 4,400 shares, signaling a strategic change in its investment approach.

Wesbanco Bank Inc. has acquired 93,437 shares of the First Trust Low Duration Opportunities ETF, valued at approximately $4.6 million, during the second quarter. The transaction was disclosed in the bank’s most recent Form 13F filing with the SEC.

Small-cap stocks and regional banks could lag in the market if the Federal Reserve refrains from significant interest rate cuts. With various leading ETFs indicating cautious performance, many investors await decisive monetary action to boost these sectors.

U.S. stocks opened the week on a positive note, with the S&P 500 edging above its previous record. The Dow Jones Industrial Average added 61 points, and Tesla shares soared after CEO Elon Musk disclosed a $1 billion purchase.

A look back at key market data from 2022 suggests caution for investors navigating today’s environment. While the in-depth charts remain locked behind paid plans, their overarching signals on the S&P 500 and Nasdaq 100 point to the importance of heeding past trends.

French 10-year bond futures slipped on Monday after Fitch Ratings downgraded the nation’s credit profile. The latest move comes on the heels of recent political unrest in France, raising caution among investors about future market stability.

Capital Group, a 94-year-old mutual fund once known for its conservative approach, has dramatically raised its stake in Bitcoin. Guided by veteran portfolio manager Mark Casey, the firm considers Bitcoin a modern-day store of value that could outshine gold in global wealth.

South Korea has reversed its plan to lower the threshold for capital gains taxes on large shareholders, opting to keep it at 5 billion won. The decision, prompted by investor pushback and market concerns, signals a broader shift in the country’s ongoing tax and investment policies.

Gold prices are rising sharply as inflation remains stubbornly high and unemployment edges higher. With a weakened dollar, growing central bank reserves, and the Federal Reserve considering rate cuts, many investors believe gold is set to climb even further.

FWD Group Holdings Limited has launched a tender offer to repurchase US$900 million worth of 8.40% Subordinated Notes due 2029. The company is offering US$1,016.5 per US$1,000 of principal amount, alongside accrued interest, and has also signaled its intention to issue new capital securities.

HMS Capital Management LLC recently lowered its stake in Procter & Gamble by 4.5%, selling 460 shares in the second quarter. The firm now holds 9,852 shares, valued at $1.57 million, according to a 13F filing with the Securities and Exchange Commission.

HMS Capital Management LLC slightly cut its holdings in Booking Holdings Inc. by 1.0% during the second quarter, selling five shares according to its recent SEC filing. The move left the firm with 484 shares of the business services provider’s stock.

City Center Advisors LLC purchased 645 shares of American Express in the second quarter, according to a recent filing with the Securities & Exchange Commission. The new stake is valued at around $206,000 and underscores the fund’s interest in a prominent payment services company.

Delphi Management Inc. MA has reduced its holdings in Chubb Limited by 8% during the second quarter of 2025. The latest regulatory filing reveals details behind this notable move, including the number of shares sold and the firm’s remaining stake.

RDA Financial Network recently sold 116 shares of Exxon Mobil, reducing its holding by 2.0%. The firm now holds 5,725 shares, valued at $617,000, as part of its recalibrated portfolio.

Hedges Asset Management LLC has reduced its position in GE HealthCare Technologies Inc. by 31.6% in the second quarter, selling 4,475 shares and leaving the firm with 9,700. The transaction was disclosed in the company’s latest SEC filing, shining light on this noteworthy move in the healthcare sector.

Peak Financial Advisors LLC has acquired 7,822 shares of Snap-On Incorporated, valued at about $2.434 million according to a recent SEC filing. This strategic move reflects an increasing institutional interest in the tool manufacturer.

Insight Wealth Strategies LLC has reduced its position in Waste Management by 9.2% during the second quarter. The firm sold 1,067 shares, bringing its total to 10,588, according to its most recent SEC filing.

Insight Wealth Strategies LLC sharply increased its investment in Interactive Brokers Group, Inc. in the second quarter. Recent regulatory filings show a 219.6% jump in holdings, reflecting a substantial vote of confidence in the financial services provider.

Insight Wealth Strategies LLC recently reduced its stake in JPMorgan Chase & Co. by 11.9%, selling 1,438 shares in the second quarter. The move leaves the firm with 10,604 shares of the banking giant, according to its latest SEC filing.

Investors Research Corp expanded its holdings in the ProShares S&P 500 EX-Financials ETF (SPXN) by 11.5% during this year’s second quarter. According to a recent Securities & Exchange Commission filing, the firm purchased an additional 1,937 shares, bringing its total ownership to 18,714 shares.

Horizons Wealth Management recently brought its ownership in iShares iBonds Dec 2027 Term Treasury ETF to 42,259 shares. A newly filed report shows a 5% increase from the firm’s previous quarter, reflecting a deliberate addition of 2,011 shares.

Investors Research Corp significantly reduced its stake in SpartanNash Company during the second quarter. According to filings with the SEC, the firm sold 35,870 shares, representing an 84.5% reduction in its holdings.

A recent regulatory filing shows that Upper Left Wealth Management LLC reduced its holdings in the iShares International Treasury Bond ETF by 11.9% in the second quarter. The firm sold 1,926 shares, retaining 14,216 shares of the fund.

Bayforest Capital Ltd has sharply reduced its stake in Bio-Rad Laboratories, Inc., selling 194 shares during the first quarter. The latest regulatory filing confirms a 53.2% decrease in the company’s holdings of the medical research firm.

Integrity Alliance LLC. has added 8,216 shares of PPL Corporation to its portfolio in the first quarter, for a total cost of $297,000. This move places the investment fund among other institutional players engaging with the utilities provider.

Bayforest Capital Ltd has taken a new position in Advanced Micro Devices, acquiring 458 shares valued at about $47,000. The move, which took place during the first quarter, reflects a continuing trend among hedge funds recalibrating their semiconductor holdings.

Capital Market Strategies LLC has taken a significant step in revising its portfolio by selling 4,000 shares of The Home Depot. This move comes in the second quarter, marking a 70.3% decrease in its stake of the home improvement retailer’s stock.

Capital Market Strategies LLC has reshaped its investment in Chevron, cutting its shares by 3.6% in the second quarter. The firm’s recent SEC filing sheds light on what prompted the decision.

Capital Market Strategies LLC has lowered its holdings in Meta Platforms, Inc. by 13.3% in the second quarter, according to the firm’s SEC filing. The sale of 161 shares leaves the company with 1,048 shares, a stake valued at $774,000.

First Financial Bank Trust Division has added Tesla shares to its investment portfolio, purchasing 1,744 shares in the second quarter. This move, valued at approximately $554,000, underscores Tesla’s continued appeal among institutional investors.

Central Pacific Bank Trust Division has disclosed a 1.5% increase in its CVS Health holdings, adding 500 shares during the second quarter. This move, revealed in the latest SEC filing, brings the institutional investor’s total position to 33,000 shares of the pharmacy giant.

Pensionfund Sabic has reduced its McKesson Corporation holdings by nearly a quarter, selling 900 shares and retaining 2,750. The move was disclosed in the firm’s latest filing with the Securities & Exchange Commission, capturing the attention of investors tracking institutional strategies.

Pensionfund Sabic reduced its stake in Otis Worldwide Corporation by 15.2%, selling 2,500 shares during the first quarter. The institutional investor now holds 14,000 shares, according to a recent SEC filing.

City Center Advisors LLC has acquired a new position in semiconductor firm Rambus, totaling 4,110 shares valued at $263,000. The investment was disclosed in a Securities & Exchange Commission filing and took place in the second quarter.

McLean Asset Management Corp purchased 1,878 shares of Shopify, valued at roughly $215,000, during the second quarter this year. An SEC filing revealed the investment, underscoring continuing institutional interest in the e-commerce software maker.

Key Colony Management LLC has increased its position in Evolv Technologies by 2.0%, acquiring an additional 62,000 shares in the NASDAQ-listed firm. The move brings the fund’s total share count to 3,105,000 and solidifies Evolv as its third largest holding, accounting for approximately 21.9% of its portfolio.

Jacobi Capital Management LLC raised its position in Portland General Electric Company by 33.3% during the first quarter, bringing its total share count to 16,762. With an additional 4,191 shares acquired, the firm’s overall investment is now valued at $748,000—underscoring continued interest in the utility sector.

Advisors Capital Management LLC recently reduced its stake in the Vanguard Extended Market ETF by 5.7%, selling 265 shares in the first quarter. According to a 13F filing with the Securities and Exchange Commission, the firm now holds 4,350 shares of the fund, underscoring a modest recalibration of its institutional portfolio.

Strs Ohio has acquired 358,950 shares of Newmont Corporation, bringing a $17.3 million investment into the basic materials giant. The recent SEC filing highlights the fund’s growing interest in a key mining industry player, alongside other institutional investors and hedge funds.

Kera Capital Partners Inc. recently invested $458,000 in Lockheed Martin Corporation, acquiring 988 shares in the second quarter. The news, disclosed in a filing with the Securities and Exchange Commission, points to growing institutional interest in the leading aerospace company.

Wedbush analysts have lowered their 2029 earnings projection for Revolution Medicines, Inc. (NASDAQ: RVMD) from $1.47 to $1.23 per share. The updated report signals a more reserved stance on the biotech firm’s long-term performance outlook.

IDEAYA Biosciences, Inc. (NASDAQ:IDYA) has seen its projected earnings for 2026 revised downward. According to Leerink Partnrs’ recent report, the biotech company’s EPS forecast now stands at ($4.05) for fiscal year 2026.

Cantor Fitzgerald has revised its earnings projection for United Therapeutics, raising the biotechnology firm’s estimated 2025 earnings to $28.70 per share. The announcement points to growing confidence in the company’s potential for continued expansion.

Roth Capital analysts anticipate that Firefly Aerospace (NASDAQ: FLY) will see a loss of ($0.41) per share in the second quarter of 2025. The forecast, released on September 9th, underscores key challenges for the up-and-coming spaceflight company.

The Rosen Law Firm is urging current and former investors of Simulations Plus, Inc. to inquire about a potential securities class action. The announcement, released on September 12, 2025, suggests there may be legal implications affecting shareholders.

UBS reaffirmed its “Sell” rating on National Beverage, citing ongoing volume concerns. The rating signals the investment bank’s caution about the company’s performance prospects.

Kroger’s stock remains on steady ground with UBS opting to maintain its Neutral assessment. The investment bank points to the grocery chain’s improved execution, though it does not yet advocate a more bullish outlook.

Boeing CEO Kelly Ortberg warned during a Thursday conference that the Dow Jones manufacturer is behind on FAA certification requirements. This announcement carries significant weight for investors watching the aerospace giant’s regulatory and production timelines.

Maple Capital Management Inc. has reduced its stake in Medtronic PLC by 5.2% during the first quarter, selling 165 shares in the process. The move leaves the institutional investor with 3,015 shares of the medical device giant, now valued at approximately $271,000.

Ellsworth Advisors LLC recently enhanced its investment in German American Bancorp, increasing its holdings by 11.2% in the first quarter. According to a new SEC filing, the firm acquired an additional 1,612 shares, bringing its total to 15,963 shares valued at $599,000.

Acadian Asset Management LLC reduced its holdings in Silver Standard Resources (SSRM) by nearly half in the first quarter, according to a recent SEC filing. The institutional investor sold more than 1.3 million shares, reflecting a significant shift in its position within the basic materials sector.

McAdam LLC recently reported a substantial reduction in its holdings of Vanguard Communication Services ETF, trimming its stake by 30.2% in the first quarter. A total of 728 shares were sold, leaving the fund with 1,686 shares in this communication services-focused ETF.

Acadian Asset Management LLC scaled back its investment in Olympic Steel, selling 15,259 shares during the first quarter. Despite the 3.6% reduction, the firm still maintains a notable position of 404,902 shares, valued at $12,756,000.

Acadian Asset Management LLC recently scaled back its investment in OneSpan Inc, reducing its position by nearly a fifth. Securities and Exchange Commission filings reveal the firm’s decision to sell 176,200 shares, leaving it with 812,185 shares at quarter’s end.

Acadian Asset Management LLC has dramatically reduced its stake in MetLife, Inc., cutting over 400,000 shares during the first quarter. The firm now holds 146,211 shares of the financial services provider, valued at $11,735,000.

The Dow Jones Industrial Average soared to an all-time high on Thursday, surpassing the 46,000 mark and closing at 46,108. Investors showed optimism as August inflation data aligned with forecasts, raising expectations of a Federal Reserve rate cut in September.

Opendoor is returning to its roots with its founders back at the helm and a new CEO from Shopify taking charge. This incoming leader could secure massive rewards, potentially earning up to $2.8 billion if stringent performance milestones are met.

Gold notched a record high on Wednesday but dipped by 0.2% the following day, settling at $3,636.90 a troy ounce. Even so, it remained the fourth-highest close for the front-month contract, underscoring continued investor interest in the metal’s performance.

A new prediction suggests Micron’s stock may skyrocket over the next three years, driven by one key factor. Though the article’s full reasoning remains locked behind a paywall, the bullish forecast alone has piqued the interest of investors.

Strategic Financial Services Inc. has reduced its holdings in RTX Corporation by 22.3% in the first quarter, cutting 662 shares and leaving the firm with 2,309 shares. The latest move was disclosed in a 13F filing with the Securities and Exchange Commission.

Acadian Asset Management LLC recently took a bold step by expanding its stake in Alkermes plc (NASDAQ:ALKS) to $29.10 million, marking a pronounced 2,422% jump in the first quarter. A recent SEC filing reveals that the institutional investor purchased an additional 846,861 shares, bringing its total to 881,827.

WBI Investments LLC has disclosed a 19.5% decrease in its position in OneMain Holdings, Inc. during the first quarter. The institutional investor sold 4,304 shares, leaving it with 17,821 shares in the financial services provider, according to a recent 13F filing with the SEC.

GK Wealth Management LLC expanded its stake in Vanguard Dividend Appreciation ETF by 60.3% in the first quarter. The firm’s filing with the SEC shows that it now owns 7,577 shares, reflecting a substantial increase in its commitment to dividend-centered funds.

Woodline Partners LP acquired more than one million shares of Century Aluminum Company, indicating a substantial show of confidence in the industrial products firm. This investment, valued at around $19.3 million, was disclosed in a filing with the Securities & Exchange Commission.

Woodline Partners LP has significantly expanded its stake in CAVA Group, Inc., acquiring 67,049 additional shares in the first quarter. This 38.6% increase brings the firm’s total holdings to 240,946 shares, showcasing the fund’s growing confidence in the company.

Woodline Partners LP dramatically expanded its position in Vornado Realty Trust during the first quarter, according to a recent Securities and Exchange Commission filing. The institutional investor boosted its stake by 214.9%, acquiring over 400,000 additional shares and reaching nearly 600,000 shares total.

Woodline Partners LP has boosted its investment in CG Oncology (NASDAQ:CGON) by 21.5% during the first quarter. After purchasing an additional 135,472 shares, the firm now holds 764,357 shares worth $18,719,000, signaling a notable show of confidence in the biotech company’s future.

Woodline Partners LP has reduced its investment in Keysight Technologies by selling over 95,000 shares. Despite the move, the firm still retains a stock position worth more than $19 million in the scientific and technical instruments company.

Jones Financial Companies Lllp has acquired 73,461 shares of the Global X S&P 500 Covered Call ETF, an investment worth $2.90 million. The transaction, disclosed in the firm’s latest regulatory filing, highlights continuing interest in options-based ETFs.

Jones Financial Companies Lllp raised its holdings in Vanguard Short-Term Treasury ETF by an impressive 153% in the first quarter, according to a recent SEC filing. The purchase of more than 30,000 shares brought its total shares in this treasury-focused fund to nearly 50,000.

Jones Financial Companies Lllp has expanded its holdings in Vanguard Short-Term Treasury ETF by 153% during the first quarter. The move includes acquiring over 30,000 new shares, bringing the institutional investor’s total stake to nearly 50,000 shares.

NewEdge Advisors LLC has increased its holdings in Antero Midstream by 15.0% during the first quarter, acquiring more than 21,000 additional shares. The transaction, disclosed in a recent SEC filing, now brings the firm’s total stake in the pipeline company to over 162,000 shares.

NewEdge Advisors LLC has lowered its position in CSX Corporation by 16.1% during the first quarter, according to a filing with the Securities & Exchange Commission. The fund sold 16,103 shares, leaving it with a total of 83,819 shares valued at $2.47 million.

NewEdge Advisors LLC recently expanded its holdings in D.R. Horton, boosting its stake by 19.3% in the first quarter. The construction company’s shares now total 19,893 and are valued at approximately $2.53 million.

NewEdge Advisors LLC recently reduced its position in Amphenol Corporation by 18.3% during the first quarter. After selling 9,075 shares of the electronics maker’s stock, the institutional investor still holds 40,512 shares valued at $2,657,000.

UniSuper Management Pty Ltd increased its stake in Snap-On Incorporated by 4.5% in the first quarter, according to a recent SEC filing. The fund purchased 300 additional shares, bringing its total holdings to 6,933, underscoring UniSuper’s strong position in the toolmaker’s stock.

Castle Biosciences (NASDAQ: CSTL) received a resounding vote of confidence this week when Canaccord Genuity Group reaffirmed its “buy” rating. The firm’s price objective of $37.00 points to a potential 61.29% upside for the company’s shares.

Several leading companies, including Bajaj Finserv and DRL, have been identified as stocks to watch on September 11. Keystone Realtors, RVNL, Deepak Fertilisers, Torrent Pharma, and Adani Ports also appear on the list of notable shares to follow.

GameStop’s stock soared following a blowout second-quarter performance, stirring optimism among investors. Yet analysts caution that this rally may not hold, pointing to potential declines in the near future.

Anchor Investment Management LLC has boosted its stake in Adobe Inc. by 1.3%, adding 208 shares to reach 16,782 shares in total. This move, confirmed by a recent SEC filing, values Anchor’s Adobe holdings at $6.44 million.

IQE PLC’s latest Form 8.3 filing offers a snapshot of a notable development involving Canaccord Genuity Wealth Limited. While full details remain restricted under paid plans, this update underscores the ongoing regulatory process related to the company’s activities.

SageView Advisory Group LLC has reduced its position in Vanguard Value ETF (NYSEARCA: VTV) by 8.3% during the first quarter, according to a recent SEC filing. The fund sold 1,896 shares, retaining a total of 20,951 shares by quarter’s end.

SageView Advisory Group LLC reduced its stake in Vanguard Growth ETF by 30.8% during the first quarter. After selling 5,280 shares, the firm now holds 11,885 shares valued at $4,407,000.

SageView Advisory Group LLC recently reduced its holdings in Vanguard Value ETF by 8.3%, selling 1,896 shares during the first quarter. This move leaves the firm with 20,951 shares of the fund, according to its latest filing with the Securities and Exchange Commission (SEC).

Meiji Yasuda Asset Management Co. Ltd. reduced its stake in West Pharmaceutical Services, Inc. by 6.7% this past quarter. In doing so, the institutional investor sold 737 shares and retained 10,248 shares of the medical instruments supplier, reflecting a closely watched shift in its portfolio.

Arete Wealth Advisors LLC revealed it sold 36 shares of Kinsale Capital Group, reducing its stake by 3.1%. The firm now owns 1,120 shares of the financial services provider, according to a recent 13F filing with the Securities and Exchange Commission.

Meiji Yasuda Asset Management Co. Ltd. significantly reduced its investment in Pentair plc in the first quarter, cutting its stake by more than half. According to a regulatory filing, the firm sold over 30,700 shares, leaving it with 26,373 shares at the close of the reporting period.

EP Wealth Advisors LLC has purchased 421 shares of Credit Acceptance Corporation, a credit services provider, during the first quarter. The newly reported investment—valued at approximately $217,000—was disclosed in the firm’s most recent SEC filing, signifying a noteworthy move in its portfolio.

EP Wealth Advisors LLC has made a strategic move into online education by purchasing 33,244 shares of Coursera, Inc., worth around $221,000. The transaction, disclosed via an SEC filing, signals growing institutional confidence in Coursera’s potential to transform digital learning.

As economists await the latest Producer Price Index figures, apprehension about inflation remains high. The market analysis references tech heavyweights like Oracle, NVIDIA, and Meta, suggesting a broad scope of potential impacts across industries.

Wearable Devices Ltd. (NASDAQ:WLDS) made waves in the market when its shares surged over 125% in after-hours trading. The spike followed a new product launch—the AI-driven Mudra Link wristband—and promising first-half 2025 financial results that indicate a strong foothold in the ever-evolving wearables sector.

A rush of stock listings is heating up this traditionally slow market period, as Klarna, Legence, Via Transportation, Black Rock Coffee, and Gemini Space Station all plan to go public. Many are looking to capitalize on renewed investor excitement following recent successful IPOs, making it one of the busiest weeks for new listings in years.

Arete Wealth Advisors LLC has substantially increased its investment in United Parcel Service (UPS), raising its stake by 39.5% in the first quarter. According to a recent regulatory filing, the firm now holds 21,632 UPS shares, valued at approximately $2.38 million.

Peloton Wealth Strategists has reduced its stake in Monster Beverage Corporation by 1.7% during the first quarter, selling 750 shares in the process. An SEC filing confirms that the institutional investor currently holds 43,645 shares of the beverage company’s stock.

HFM Investment Advisors LLC disclosed a fresh purchase of 2,769 Exelon Corporation shares, valued at around $128,000. The first-quarter acquisition, recorded in an SEC filing, represents a small but noteworthy addition to the firm’s portfolio.

Great Lakes Advisors LLC scaled back its stake in SPDR Portfolio Emerging Markets ETF by selling over one million shares. According to its latest SEC filing, the firm now holds 446,006 shares, marking a 71.3% reduction.

Great Lakes Advisors LLC reduced its position in Affiliated Managers Group by 3.4% in the first quarter, selling 3,717 shares. The firm now holds 106,270 shares in the asset manager, according to a recent regulatory filing.

Prosafe SE recently confirmed that new share capital has been registered, following the exercise of warrants first mentioned in an announcement in July 2025. This latest update highlights the role of the Norwegian Financial Supervisory Authority, which approved the prospectus for up to 17,868,651 warrants.

Voleon Capital Management LP has reduced its position in PPG Industries by 68.4% during the first quarter, according to a recent Securities and Exchange Commission filing. The sale of 20,666 shares left the specialty chemicals company’s investor holding at just 9,561 shares.

Trexquant Investment LP recently acquired 5,241 shares of iShares Core S&P Small-Cap ETF, valued at about $548,000. This disclosure, filed with the SEC, underscores Trexquant’s continued interest in smaller, growth-oriented companies.

Trexquant Investment LP acquired nearly 70,000 shares of Mister Car Wash, Inc. (NYSE:MCW) during the first quarter, according to its latest SEC filing. The purchase, valued at around $550,000, underscores growing institutional interest in the national car wash chain.

LiveBytes, a fast-moving feed from investingLive.com, offers traders and investors curated headlines and market insights as they happen. From gold’s record high to shifting monetary policy and AI-driven opportunities, it’s a one-stop resource for timely data and commentary.

A recent jobs report reveals a 78,000 drop in manufacturing positions so far this year, which has prompted CNBC’s Jim Cramer to question why hiring remains slow. Despite billions in corporate investment, Cramer highlights a mounting unease among CEOs about expanding their workforce.

LB Pharmaceuticals is seeking $228 million through an IPO on the Nasdaq, hoping to become the first biotech to go public since February. The New York-based firm plans to build on medicines that have long been used to treat schizophrenia, aiming to put a modern spin on an established therapy.

CTC Alternative Strategies Ltd. made a notable move this quarter by purchasing 92,960 shares of U.S. Bancorp, valued at approximately $3,925,000. With this new stake representing nearly five percent of the firm’s total holdings, U.S. Bancorp rises to become the fund’s fourth-largest position.

Meta is reportedly preparing to invest up to $600 billion in artificial intelligence over the next three years. This massive outlay has the tech industry abuzz about which companies could gain from Meta’s ambitious spending strategy.

Opendoor is shaking up the real estate tech world with the launch of a new community hub, aiming to boost transparency among retail investors. As OPEN stock surges on enthusiasm, many are asking if this move signals true innovation or just a short-lived rally.

RBC Capital Markets has initiated coverage of Comcast, assigning a neutral rating largely due to fierce broadband competition. The report, published on Investing.com, indicates a wait-and-see approach regarding Comcast’s market position in the face of strong industry rivals.

Clearline Capital LP has taken a notable step into the construction sector by acquiring 860,920 shares of Fluor Corporation. The investment, valued at approximately $30.8 million, represents a significant part of Clearline’s portfolio and was disclosed in a recent SEC filing.

Illinois Tool Works has been underperforming the Dow Jones Industrial Average over the past year, prompting caution among market watchers. This article examines the stock’s lagging performance and the reservations analysts share about its future.

With the Federal Reserve’s September meeting on the horizon, many analysts are debating whether the central bank’s moves will spark a stock market rally. However, Mark Hulbert of MarketWatch cautions that rate cuts don’t always translate into gains, urging investors to temper their expectations.

Voleon Capital Management LP has substantially reduced its position in Carvana Co. According to a new SEC filing, the firm sold 21,315 shares, leaving it with 15,576 by the end of the first quarter.

Voleon Capital Management LP has significantly expanded its investment in The Allstate Corporation. According to a recent SEC filing, the firm acquired an additional 7,551 shares during the first quarter. This purchase brings Voleon’s total holdings in the insurance provider to 23,159 shares, marking a substantial 48.4% increase.

Voleon Capital Management LP has purchased 149,656 shares of U.S. Bancorp, valued at around $6.3 million. This move is part of a series of institutional changes involving the banking giant, with other investors also adjusting their stakes in the company.

Sepio Capital LP has significantly expanded its stake in Booz Allen Hamilton Holding Corporation. According to an SEC filing, the firm raised its investment by 11.3% during the first quarter, purchasing 1,258 additional shares.

Sepio Capital LP has reduced its stake in CME Group Inc. by 1.6%, according to a recent SEC filing. After selling 64 shares in the first quarter, the firm now holds 3,989 shares of the financial services provider.

Sepio Capital LP recently scaled back its stake in TransUnion, selling 125 shares in the first quarter. This small reduction represents a 1.1% decrease, leaving the investment firm with 11,513 shares worth $955,000.

Hancock Whitney Corp significantly reduced its stake in Agilent Technologies by 71.9% in the first quarter. According to new SEC filings, the fund sold 7,562 shares and now holds 2,951 shares of the medical research company.

Hancock Whitney Corp revealed a new position in Roblox Corporation in its latest SEC filing. The investment firm purchased 4,713 shares during the first quarter, valued at roughly $275,000, highlighting increased institutional interest in the popular interactive gaming company.

Hancock Whitney Corp has taken a new stake in Rambus, Inc., a semiconductor firm listed on NASDAQ. A recent SEC filing shows the acquisition of 4,496 shares, valued at approximately $233,000, reflecting an ongoing interest from large investors in tech stocks.

American Century Companies Inc. has purchased 12,970 shares of Byrna Technologies Inc., totaling about $218,000. This investment marks a new stake of approximately 0.06% in the non-lethal defense company.

American Century Companies Inc. has announced a dramatic reduction of its stake in Pyxis Oncology, Inc., according to recent SEC filings. The move saw the cautious institutional investor sell over 273,000 shares in the first quarter alone, leaving it with just over 26,000 shares.

Asian shares climbed after Prime Minister Shigeru Ishiba announced his resignation, with Japan’s benchmark showing a notable uptick. The region’s markets appeared optimistic, suggesting investor confidence remained strong despite the political shift.

In its most recent regulatory filing, USS Investment Management Ltd disclosed a significant reduction in its holdings of Pfizer Inc. Selling over one million shares during the first quarter, the fund reduced its Pfizer stake by more than half.

USS Investment Management Ltd has raised its holdings in Royal Bank of Canada by 0.1%, bringing its total to 223,206 shares. This small yet notable move was disclosed in a filing with the Securities and Exchange Commission, highlighting RBC’s enduring appeal to investors.

Hancock Whitney Corp has trimmed its holdings in CVS Health Corporation by 3.5% in the first quarter, selling 314 shares to bring its remaining total to 8,609. This change, as reported by HoldingsChannel.com, values the investment at $583,000.

Hancock Whitney Corp lowered its holdings in State Street Corporation this past quarter, cutting its position by 8.7%. The sale involved 621 shares, leaving the institution with 6,494 shares, according to a Securities & Exchange Commission filing.

Corebridge Financial Inc. has slightly lowered its stake in Ingevity Corporation, selling 372 shares during the first quarter. The investment firm now holds 19,016 shares of the NYSE-listed specialty chemicals producer, according to its recent filing with the Securities and Exchange Commission.

Hirtle Callaghan & Co LLC dramatically reduced its Microsoft holdings by 87.3% during the first quarter, shedding 30,934 shares in total. This major move, disclosed in a recent SEC filing, leaves the firm with just 4,508 shares of the software giant.

Corebridge Financial Inc. trimmed its holdings in Knowles Corporation by 2.0% in the first quarter, selling 907 shares. The sale leaves the institutional investor with 45,447 shares of the communications equipment provider’s stock.

NS Partners Ltd increased its holdings in Microsoft Corporation by 0.7% this quarter, pushing its total share count to 531,365. The investment, now worth $199.47 million, comprises 8.8% of the fund’s portfolio. It reflects the continuing confidence in the tech giant’s performance.

AlphaCore Capital LLC dramatically increased its stake in Microsoft Corporation by 85.7% in the first quarter. A newly released 13F filing shows the fund now holds 53,829 shares, having added nearly 25,000 shares during that period.

Corebridge Financial Inc. has slightly trimmed its stake in Astrana Health, selling 436 shares during the first quarter. The move, revealed in a recent SEC filing, reduces the institutional investor’s position by 1.9% and leaves it with a total of 22,454 shares.

LaSalle St. Investment Advisors LLC expanded its Microsoft holdings significantly in the first quarter, adding more than 3,000 shares. The move increases its total Microsoft shares to 15,146 and now makes up 1.3% of the firm’s overall portfolio.

Pinnacle Family Advisors LLC has acquired 4,687 shares of Alibaba Group Holding, marking a $620,000 investment in the specialty retailer. The move, reported by Holdings Channel, reflects a broader pattern of institutional interest in the New York–listed e-commerce company.

Palestra Capital Management LLC has bought 78,408 shares of Synopsys, Inc., marking a US$33.63 million investment in the semiconductor sector. The disclosure, submitted to the Securities & Exchange Commission, highlights the growing emphasis on technology holdings.

Parkman Healthcare Partners LLC purchased 76,125 shares of Vera Therapeutics in the first quarter, investing approximately $1,829,000. This acquisition reflects growing institutional interest, with other major players also revising their stakes in the company.

Plancorp LLC recently increased its position in Ameren Corporation by 4.5% during the first quarter, according to a recent SEC filing. The firm’s addition of 625 shares raised its overall total to 14,362 shares of the utilities provider’s stock.

PDT Partners LLC has acquired 5,047 shares of Guaranty Bancshares, Inc., valued at approximately $202,000. This move fits into a broader pattern of hedge fund and institutional investments in the Texas-based bank stock.

PDT Partners LLC recently raised its holdings in Smith Douglas Homes Corp. by 10.7% during the first quarter. According to a regulatory filing, the firm purchased an additional 1,349 shares, bringing its total to 13,988.

EP Wealth Advisors LLC has disclosed a slight reduction in its stake in DoorDash, Inc. The institutional investor sold 64 shares in the first quarter, decreasing its position by 1.1% and ending with 5,596 shares.

In a recent SEC filing, PDT Partners LLC announced the reduction of its stake in YETI Holdings by nearly 70%. The move underscores a significant change in the firm’s investment approach toward the premium outdoor gear company.

HSBC Holdings PLC made headlines with its acquisition of 3,603 KB Home shares in the first quarter, valued at about $209,000. This move places the construction company in the spotlight, as several other hedge funds have also been adjusting their positions in the stock.

HSBC Holdings PLC has substantially increased its ownership in Domo, Inc., boosting its stake by more than 90% during the first quarter of 2025. This move underscores growing investor confidence in the cloud-based data and analytics company, highlighting HSBC’s continued focus on emerging technology opportunities.

HSBC Holdings PLC has sold 219 shares of Lindsay Corporation, cutting its stake in the industrial products company by 11.6%. According to a recent 13F filing with the SEC, HSBC now holds 1,672 shares after the first-quarter transaction.

HSBC Holdings PLC has increased its stake in Accuray Incorporated by 15.4%, acquiring 16,389 additional shares in the first quarter. This move brings HSBC’s total holdings to 122,654 shares of the NASDAQ-listed medical equipment provider.

HSBC Holdings PLC reduced its stake in SunCoke Energy by nearly 6% in the first quarter, according to an SEC filing. The bank sold 1,380 shares, leaving it with 21,937 shares of the energy company’s stock.

A recent note from Zacks Research projects a lower Q3 2026 earnings per share for Lowe’s, dropping the figure to $2.97. The revision underscores a more cautious stance on the home improvement retailer and signals potential concerns for investors.

In a recently published report, Telsey Advisory Group revised its FY2026 earnings per share estimates for Macy’s, Inc. to $1.95. This upward adjustment indicates a more optimistic view of the retailer’s future performance, reflecting growing confidence in its long-term outlook.

Telsey Advisory Group has revised its Q3 2026 EPS estimates for Academy Sports and Outdoors, Inc. to $0.94. The adjustment, disclosed in a research note, signals an updated view of the retailer’s financial prospects for the upcoming quarter.

U.S. stocks are retreating as investors worry over mixed signals from the job market. The crux of the debate is whether hiring has slowed enough to spark a Federal Reserve interest-rate cut or too much, raising the specter of a recession.

Crude oil prices slipped by more than 1.5% on Friday, following a fresh report from the Energy Information Administration indicating higher commercial inventories in the United States. The market reacted swiftly to the data, pushing prices lower in response to the increased supply outlook.

Integrated Wealth Concepts LLC has reduced its position in Schwab US Dividend Equity ETF by 6.1% during the first quarter of this year. After selling nearly 49,000 shares, the firm’s portfolio still retains over 747,000 shares in this prominent dividend-focused fund.

Insight Holdings Group LLC has trimmed its stake in nCino Inc. by 1.2% in the first quarter, selling 54,876 shares. Despite the reduction, nCino still comprises about 9.5% of Insight Holdings’ portfolio, underscoring the fintech company’s continued significance.

DoubleLine ETF Adviser LP has reduced its stake in Brixmor Property Group Inc. by nearly one-fifth, shedding more than 4,000 shares during the first quarter. The move, disclosed through a recent 13F filing, highlights evolving strategies in the real estate investment sector.

Curi RMB Capital LLC has expanded its holdings in BioLife Solutions, Inc. by 1.1%, bringing its total investment to $10.02 million, according to a recent SEC filing. The company now owns 438,685 shares of the medical equipment provider, reflecting its confidence in BioLife’s growth trajectory.

Bridgeway Capital Management LLC increased its stake in B&G Foods by 3.6% during the first quarter. According to a recent SEC filing, the firm bought an additional 22,064 shares, bringing its total holdings to 637,178 shares.

Federation des caisses Desjardins du Quebec has expanded its stake in Teradyne, Inc. during the first quarter, adding 166 shares to bring its total to 51,076. This incremental purchase, valued at $4.22 million, reflects the fund’s measured increase in the tech company’s stock.

Ensurge Micropower ASA has finalized a share capital increase totaling 405,000 newly issued shares. This milestone comes after the exercise of incentive subscription rights from both the company’s 2022 and 2023 plans, reflecting its ongoing growth and commitment to shareholders.

As the next Non-Farm Payroll (NFP) report nears, two volatility measures—VIX and implied volatility—are painting different pictures of market sentiment. This divergence could be a key factor for investors studying the S&P 500 and its futures in the current economic landscape.

Stock futures are staying relatively steady as Wall Street looks to the August jobs report for potential market-shifting insights. The S&P 500 registered a record-high close, while the Dow and Nasdaq also posted gains despite cooling labor signals.

eGain, an AI knowledge platform for customer service, has expanded its stock repurchase program by US$20 million, raising the total to US$60 million. The buyback will be funded through the company’s cash on hand or future cash flows, reflecting confidence in its financial outlook.

A recent headline indicates that bond vigilantes, often known for challenging government debt, have been fended off. At the same time, the article cites U.S. debt as emerging as a “surprise winner” despite any skepticism in the market.

Cutter Capital Management LP recently acquired 295,000 shares in Bristol Myers Squibb, valued at nearly $18 million. The purchase took place during the first quarter, as revealed by the fund’s 13F filing with the Securities & Exchange Commission.

A recent filing reveals Claar Advisors LLC scaled back its stake in Visa by 9% in the first quarter. The fund retains 27,505 shares of the credit-card giant, making Visa its 10th largest holding. With Visa accounting for approximately 3.3% of Claar Advisors’ portfolio, the move signals a measured rebalancing.

Eventide Asset Management LLC expanded its investment in Monolithic Power Systems, Inc. by a modest 0.1% during the first quarter. After purchasing 24 additional shares, the firm now holds a total of 42,231 shares, worth roughly $24.49 million.

An AI stock, still under the radar for many investors, has reported substantial revenue growth. Though details remain behind a paywall, the limited available information indicates a strong financial performance that could pique market interest.

Banque Transatlantique SA reported a remarkable 283.6% increase in its Equinix, Inc. holdings during the first quarter, bringing its total to 794 shares. A recent SEC filing places the value of these shares at approximately $598,000, underscoring a notable vote of confidence in the financial services provider’s stock.

AQR Capital Management LLC has increased its investment in the Toro Company (NYSE: TTC) by a remarkable 1,184.6%. The firm purchased an additional 1,810,429 shares, bringing its total ownership to 1,963,253 shares—valued at $142.83 million.

Great Elm Capital Corp. (NASDAQ: GECC) has announced the commencement of an underwritten public offering for unsecured notes due 2030. These notes are expected to list and trade on The Nasdaq Global Market under the symbol “GECCG” within 30 days of their original issue date.

Alyeska Investment Group L.P. has sold 8,907 shares of PROS Holdings, Inc., reflecting a 0.5% decrease in its overall position, according to a recent SEC filing. The investment firm continues to hold more than 1.7 million shares of the software maker.

EP Wealth Advisors LLC has expanded its position in Fiserv, Inc. by 23.6%, raising its total holdings to 15,517 shares. The increased stake, valued at $3.43 million, was revealed in the firm’s recent SEC filings.

Panagora Asset Management Inc. has strengthened its position in Kenvue Inc. by increasing its holdings by 14.5% in the first quarter. This move adds 8,558 shares to the asset manager’s portfolio, bringing its total holdings to 67,617 shares, now valued at $1,621,000.

Panagora Asset Management Inc. recently revealed a sharp reduction in its Omnicell stake. According to an SEC filing, the asset manager cut its shares by 70.3%, selling over 114,000 shares during the first quarter.

Panagora Asset Management Inc. recently increased its stake in Kenvue Inc. by 14.5%, adding 8,558 shares to bring its total to 67,617 shares, according to an SEC filing. The move signals continued institutional interest in Kenvue’s NYSE-listed stock.

The State of Wyoming grew its position in Charles River Laboratories International, Inc. by 16.5% during the first quarter. Official reports show the state acquired 208 additional shares, bringing its total holdings to 1,468 shares in the medical research company.

In a notable financial move, the State of Wyoming boosted its holdings in Wyndham Hotels & Resorts by 261.7% during the first quarter. According to recently disclosed documents with the Securities and Exchange Commission, the measure reflects a substantial increase in the fund’s stake, bringing its total shares to 2,474.

The State of Wyoming has dramatically cut its holdings in OneSpaWorld, selling nearly 14,000 shares in the first quarter. This move, captured in an SEC filing, represents a 50.6% reduction of the state’s investment in the wellness-focused cruise operator.

Nasdaq is looking to charge Chinese companies a $25 million fee to list their shares in the United States, citing broader financial market concerns. The move coincides with simmering tensions between the U.S. and China, adding further pressure to international investment.

European markets are expected to open slightly higher on Thursday, offering a measured sign of confidence. Investors worldwide, however, remain alert as President Donald Trump’s trade tariffs could influence future growth and market momentum.

Altai Resources Inc. announced that its shareholders have overwhelmingly approved a plan to reduce the company’s stated capital by as much as C$4 million. With 96.4% of the votes cast in favor, Altai aims to distribute these funds to shareholders via one or more special cash distributions.

Stocks have shown signs of recovery, offering a glimmer of hope to investors. However, continued turbulence in the bond market is preventing a full sense of relief, leaving many market watchers on edge.

Atalanta Sosnoff Capital LLC has significantly expanded its position in Oracle Corporation, increasing its stake by 20% during the first quarter. This purchase, reflected in a recent 13F filing with the SEC, underscores the firm’s growing investment in the enterprise software giant.

Ancora Advisors LLC has modestly boosted its stake in Johnson & Johnson by 0.5% during the first quarter. Recent filings with the SEC reveal the fund purchased an additional 1,335 shares, bringing its total holdings to 262,034.

Aprio Wealth Management LLC has increased its holdings in Johnson & Johnson by 40.8%, purchasing an additional 3,285 shares and bringing its total to 11,340. With this move, the firm’s stake in the healthcare leader now stands at $1.88 million, as disclosed in a recent Securities and Exchange Commission filing.

In the first quarter, Beaird Harris Wealth Management LLC reduced its holdings in the Dimensional US Marketwide Value ETF (DFUV) by 0.9%. The move involved selling 11,879 shares, leaving the firm with 1,284,060 shares worth roughly $52.92 million.

Advisors Asset Management Inc. has strengthened its position in McDonald’s Corporation, increasing its stake by 7.5% in the first quarter. Recent filings with the Securities & Exchange Commission show the fund purchased an additional 2,799 shares, bringing its total holdings to nearly 40,000 shares, valued at $12.46 million.

Bridgeway Capital Management LLC reduced its stake in Crescent Energy Company by 3.1% during the first quarter, selling 54,826 shares. The firm now holds over 1.7 million shares, according to its most recent SEC filing.

Brigade Capital Management LP has acquired 910,000 shares of Service Properties Trust (SVC), valued at $2.38 million, according to a recent 13F filing. This purchase highlights the firm’s growing interest in the real estate investment trust sector.

Allostery Investments LP made a notable move in the biotech sector by acquiring 4,750 shares of Legend Biotech, valued at about $161,000. This transaction, carried out during the first quarter, aligns with ongoing institutional interest in Legend Biotech Corporation.

A new Citi survey reveals that Wall Street executives expect digital assets to secure a 10% share of the post-trade market by 2030. This shift could translate to an estimated $2 trillion in daily trading volume, driven in part by the rise of tokenized securities.

With critical FX option expiries hovering between 1.1590-00 and 1.1675-80, EUR/USD may find itself constrained. Yet, investors remain alert for surprises from global bond yields, which could quickly challenge this cautious calm in the forex market.

Elliott Investment Management has acquired a $4 billion stake in PepsiCo, citing an opportunity to reinvigorate the iconic snack and drink producer. The move underscores the activist investor’s confidence in PepsiCo’s potential to expand and innovate.

Regeneron Pharmaceuticals has struggled to keep pace with the broader pharma market over the past year. Despite this underperformance, analysts see potential for growth, citing reasons for continued optimism.

Forvia has announced its plan to offer 500 million euros in Senior Notes, scheduled to mature in 2031. This offering comes with critical legal restrictions, barring distribution to individuals or entities in the United States.

Gold made history by breaking above $3,500, giving investors a glimmer of optimism on an otherwise turbulent day for global markets. Stocks tumbled, oil fluctuated, and political remarks added to the uncertainty as traders navigated a risk-off environment.

Morgan Stanley and Cantor Fitzgerald have recently revised their views on Ryan Specialty. Within a few weeks, one firm lowered its price target while the other delivered an upgrade, indicating a changing landscape for the company’s stock.

Stocks pulled back on Tuesday amid global bond market anxiety and a recently announced tariff ruling against Donald Trump. The combination of international economic concerns and political developments contributed to sudden fluctuations in overall investor sentiment.

ADAR1 Capital Management LLC has increased its stake in Inhibikase Therapeutics, Inc. by 0.4%, bringing its total holdings to over five million shares. The institutional investor’s move indicates growing confidence in the biotech firm, which now comprises about 2.1% of ADAR1’s portfolio.

ADAR1 Capital Management LLC recently scaled down its investment in Mineralys Therapeutics, Inc. by 68.7%, selling over half a million shares. The firm now holds 263,425 shares, valued at approximately $4.18 million at the close of the first quarter.

In a notable first-quarter move, ADAR1 Capital Management LLC boosted its stake in Helix Acquisition Corp. II by 16.2%. The investment firm purchased an additional 65,591 shares, bringing its total holdings to 469,729 shares, according to a recent SEC filing.

Alkeon Capital Management LLC raised its holdings in Rubrik, Inc. by 40%, adding 200,000 shares during the first quarter. This move, revealed in the firm’s SEC filing, brings Alkeon’s total Rubrik ownership to 700,000 shares.

In a slight adjustment to its portfolio, Alkeon Capital Management LLC sold 348 shares of Yum! Brands, Inc. during the first quarter, representing a 0.1% reduction in its position. Despite the sale, Alkeon remains a significant stakeholder, with 465,603 shares valued at $73,267,000.

Advent International L.P. has expanded its investment in Carpenter Technology Corporation, revealing a 12.1% increase in shares during the first quarter. The firm’s latest Form 13F filing shows 87,186 newly acquired shares, bringing its total holdings to 804,832.

ADAR1 Capital Management LLC has strengthened its position in KALA BIO, Inc. with a notable 35.7% increase in shareholdings. The firm’s total stake now stands at nearly 299,000 shares valued at $1.7 million, reflecting heightened confidence in KALA BIO’s prospects.

ADAR1 Capital Management has significantly raised its stake in Contineum Therapeutics, increasing its shareholding by 105.2% in the first quarter. The purchase brings its total shares in the biotech company to 168,765, valued at approximately $1.18 million.

Alkeon Capital Management LLC has reduced its holdings in New Oriental Education & Technology Group by 16.4% in the first quarter, according to its latest SEC filing. Despite this decrease, the institutional investor still retains over one million shares of the company’s stock, indicating an ongoing interest in the education sector.

Baird Financial Group Inc. sold 6,194 Cencora shares in the first quarter, reducing its holdings by 7.5%. Despite this shift, the firm still owns 76,660 shares, valued at $21.318 million.

Baird Financial Group Inc. recently reduced its stake in Kenvue Inc. by 18.1%, selling nearly 156,000 shares in the first quarter. Despite this sale, Baird retains over 700,000 shares, valued at $16.93 million.

The State of Wyoming sharply increased its stake in InMode Ltd. by more than 500% in the first quarter. Official records show that an additional 16,378 shares were acquired, boosting the healthcare company’s total holdings to 19,396 shares.

Trexquant Investment LP has expanded its position in A10 Networks, Inc. by 26.8% during the first quarter. A newly disclosed SEC filing shows the firm added over 52,000 shares, underlining its growing interest in the communications equipment provider.

A handful of major companies are in the spotlight this Tuesday, with Nvidia, AMD, Eli Lilly, and PepsiCo leading analysts’ watchlists. Influential sources such as The Wall Street Journal, CNBC, and Barron’s have singled out these stocks alongside others that showed significant premarket activity.

Alibaba’s robust first-quarter results and expanding cloud capabilities have led multiple analysts to raise their price targets for the tech titan. HSBC, JPMorgan, and CMBI highlight the company’s stabilizing e-commerce ecosystem, signaling continued optimism in Alibaba’s long-term potential.

Nestlé has removed CEO Laurent Freixe from his position following an inappropriate workplace relationship with a subordinate. The move has prompted questions about potential market turbulence and how the company’s leadership culture may evolve in the wake of this sudden shift.

Ryan Specialty Group is the subject of a recent SWOT analysis highlighting notable growth hurdles linked to changing market conditions. While the full assessment remains behind a paywall, the company’s adaptability stands at the core of this business report.

1248 Management LLC has initiated a new stake in Thermo Fisher Scientific valued at $130,000, acquiring 261 shares in the first quarter. This position, disclosed in a filing with the SEC, underscores 1248 Management’s interest in the medical research sector.

Cigna Investments Inc. New made a modest adjustment to its Starbucks shares in the first quarter, cutting its position by 1.3%. According to a disclosure filed with the SEC, this move involved selling 150 shares, leaving the fund with 11,404 shares of the coffee giant’s stock.

Cigna Investments Inc. New recently reduced its Starbucks holdings by 1.3%, selling 150 shares in the first quarter. Despite the trimming, the investment still amounted to 11,404 shares, valued at $1,119,000 at the close of the reporting period.

1248 Management LLC recently sold 889 shares of lululemon athletica, cutting its stake by 26.8% during the first quarter of the year. According to its SEC filing, the firm now holds 2,433 shares in the popular apparel retailer.

Praesidium Investment Management Company LLC has reduced its stake in The Descartes Systems Group by 6% during the first quarter. The firm disclosed a sale of nearly 29,000 shares in a recent SEC filing, leaving it with a total of 452,745 shares.

Praesidium Investment Management Company LLC has sold 22,050 shares of Procore Technologies, decreasing its position in the construction software firm by 6.9% during the first quarter. Despite the sale, the firm still holds 297,713 shares, making Procore roughly 3.7% of its overall investment portfolio.

Braidwell LP has acquired 140,000 shares of Beta Bionics, Inc., worth approximately $1.7 million. An SEC filing confirms that the purchase gives Braidwell LP about 0.32% ownership of the company, indicating growing investor interest in biotech innovations.

Durable Capital Partners LP made a new foray into the healthcare sector by acquiring a significant stake in Option Care Health, Inc. The institutional investor purchased 3,516,589 shares, valued at approximately $122.9 million, during the first quarter.

Durable Capital Partners LP has cut its stake in Roblox by almost 19%, selling over 794,000 shares in the first quarter. Despite this shift, the online gaming platform still makes up 1.8% of the fund’s portfolio, which now holds 3,466,575 shares.

Panagora Asset Management Inc. more than doubled its investment in Williams-Sonoma during the first quarter, raising its stake by 115.8%. The firm now owns 64,090 shares in the specialty retailer, worth $10,133,000 according to a recent filing.

Pinnacle Wealth Planning Services Inc. recently introduced a new energy investment by purchasing shares of TotalEnergies SE. According to the firm’s SEC filing, Pinnacle acquired 3,488 shares worth approximately $226,000 in the first quarter.

Panagora Asset Management Inc. has invested in 149,908 shares of Protagonist Therapeutics, Inc. (PTGX) in the first quarter. The purchase, valued at approximately $7.25 million, underscores widening interest in the company among institutional investors.

The Manufacturers Life Insurance Company has reduced its position in Algonquin Power & Utilities Corp. by 16.2% during the first quarter. According to an SEC filing, this decrease involved selling over 1.3 million shares and leaves the insurance company holding more than 6.8 million shares worth $35.06 million.

In a recent quarterly filing, The Manufacturers Life Insurance Company confirmed it reduced its stake in Marathon Petroleum Corporation by 7.7%. The fund sold 20,409 shares, leaving it with a total of 244,887 shares in the oil and gas company. This disclosure highlights a noteworthy shift in institutional investment within the energy sector.

The Manufacturers Life Insurance Company lowered its holdings in Coastal Financial Corporation by 0.5% during the first quarter. Though modest, the move still leaves the investor with a noteworthy 383,632 shares, valued at nearly $34.7 million.

The Manufacturers Life Insurance Company recently cut its stake in Alamos Gold Inc. by over fourteen percent, selling more than 290,000 shares. The 13F filing submitted to the SEC reflects a shift in the institutional investor’s holdings, valued at nearly $46.25 million.

Evergreen Capital Management LLC recently increased its holdings in ING Group, N.V. by 13.2%, adding 4,701 shares. This acquisition brings the firm’s total to 40,217 shares, according to a first-quarter filing with the SEC.

Gold prices surged to a record high this week amid Federal Reserve concerns and expectations of an interest rate cut. The precious metal has climbed over 34% since the start of the year, underscoring heightened market anxieties.

Political friction in Indonesia is fueling jitters across its stock and currency markets. Investors are watching anxiously to see if the country’s political turbulence will continue shaking financial confidence.

Nvidia’s performance has recently stood out against global stock markets, raising questions about how far this technology leader can go. This analysis, originally published by Jesse Felder, explores the sustainability of Nvidia’s surge and its implications for broader market benchmarks like the S&P 500.

European stocks are forecast to begin the week with modest gains, especially in Germany, France, and Italy, while the U.K.’s FTSE index is expected to remain unchanged. With limited new economic data this Monday, regional markets may hinge on sentiment-driven movement.

AMD’s share price dipped recently when the U.S. government announced a $5.7 billion stake in Intel. Despite this blow, some investors see the drop as a signal that AMD could still climb higher in the near future.

Activest Wealth Management has significantly boosted its position in American Express, increasing its stake by a remarkable 214.6% in the first quarter. According to an SEC filing, the firm added 264 shares, bringing its total holdings to 387. This move reflects the wealth manager’s growing confidence in the payment services giant.

Mubadala Investment Co PJSC has trimmed its position in Gilead Sciences by 2.6%, according to a Form 13F filing with the SEC. The institutional investor sold 1,160 shares during the first quarter, retaining 42,748 shares of the biopharmaceutical firm.

Activest Wealth Management has significantly increased its position in AT&T, boosting its stake by nearly 80% during the first quarter. The firm’s holdings now total 2,929 shares of the technology company, valued at $83,000 according to recent filings.

Spectrum Wealth Advisory Group LLC has boosted its stake in the Invesco NASDAQ 100 ETF by 6.3%, adding 5,381 shares in the first quarter. The firm’s total of 90,275 shares now makes QQQM its third largest holding.

Certior Financial Group LLC reduced its stake in Capital Group Global Growth Equity ETF, selling 365 shares during the first quarter. The move, according to its most recent SEC filing, lowered Certior’s overall position in CGGO by 2.0%, leaving the firm with 17,892 shares.

Connecticut Wealth Management LLC has slightly increased its position in McKesson Corporation, raising its holdings by 0.6% in the first quarter. An SEC filing shows the firm owns 6,171 shares after acquiring 38 additional shares, reflecting a modest but notable vote of confidence.

Connecticut Wealth Management LLC purchased 14,963 shares of the SPDR S&P 600 Small Cap Value ETF (SLYV) during the first quarter, according to a recent SEC filing. The stake, valued at about $1.17 million, underscores the firm’s continued interest in small-cap value opportunities.

For dividend-focused investors, the Schwab US Dividend Equity ETF offers a streamlined alternative to picking individual stocks. By delegating research and selection to a managed fund, investors can potentially save time and effort while still focusing on dividend income.

Ameriprise Financial Inc. boosted its investment in the iShares Morningstar U.S. Equity ETF by 17.6% in the first quarter, according to a recent SEC filing. The institutional investor purchased an additional 71,260 shares, bringing its total to 477,211 shares of the fund.

Ameriprise Financial Inc. has significantly expanded its stake in RadNet, Inc. by purchasing nearly half a million shares in the first quarter, bringing its total holdings to over three-quarters of a million. This move highlights growing confidence in RadNet’s role as a medical research company.

Compound Planning Inc. recently acquired 25,004 shares of Blend Labs, Inc., valued at around $84,000, according to an SEC filing. This move highlights growing institutional interest in the company as other hedge funds and investors adjust their stakes as well.

Avenue Living, a Calgary-based private real estate investment firm, has reached new heights by surpassing US$8.5 billion in assets under management. Strategic acquisitions, an investment-grade bond offering, and an unwavering operations-first strategy have fueled a record year of momentum across North America.

Affirm Holdings climbed nearly 11% on Friday after announcing a fourth quarter that blew past analyst expectations. The stronger-than-anticipated results highlight the company’s ability to thrive, adding to investor optimism and driving a significant boost in its share price.

AS Silvano Fashion Group has released its consolidated interim financial report for Q2 and the first six months of 2025. While “Selected Financial Indicators” are highlighted, the feed notes that the full content remains behind paid access.

Affirm’s latest financial results have shattered expectations, with surging consumer spending driving steep growth in its zero-percent financing options. The company’s shares soared, reflecting a significant boost in investor confidence.

Nvidia delighted Wall Street with blockbuster second-quarter earnings, surpassing both revenue and profit expectations. Yet despite stellar performance in key areas like data centers, the company’s stock slumped amid concerns about shifting Chinese demand and new AI chip competition.

Federal Reserve interest rate cuts often benefit the entire stock market. However, companies tied to housing, finance, and broader economic growth—such as Home Depot, Bristol Myers Squibb, and Capital One—may see additional gains.