Transitioning to long-term agreements could reduce cyclicality for Sandisk but introduces risks if not carefully negotiated.

OMAH's equity portfolio mirrors Berkshire Hathaway’s top holdings, plus direct BRK exposure. Click here to read why OMAH ...

Hedge funds were split on Amazon (AMZN) in Q4 2025 as Berkshire cut big while Pershing, Point72 and Baupost added.

TFI International demonstrates resilience amid macro headwinds but faces limited upside as shares appear fully priced. Read ...

Planet Fitness, Inc. has $1.7B in net debt and a 3.3x leverage ratio, with growth driven by market share gains. Check out ...

Talon Metals Corp. transformed its operations by acquiring the Eagle nickel mine from Lundin Mining in an all-stock deal. See ...

Morgan Stanley management now also appears to be quite confident it can sustain a 20% return on tangible common equity ...

Park Hotels & Resorts is supported by solid AFFO, a well-covered ~8.75% dividend, and ongoing portfolio optimization efforts.

Ames National (ATLO) is up 21% YTD as net income jumps on wider spreads and rising loan yields. Read here for a detailed ...

GRAIL's topline results from the NHS-Galleri trial were a clear disappointment with no major implications on ...

Among the most notable buyers was Soros Fund Management, which increased its Microsoft stake by 159% quarter-over-quarter. The firm boosted holdings from 101,743 shares in Q3 to 263,041 shares in Q4, ...

REX FANG & Innovation Equity Premium Income ETF delivers a $0.9548 monthly payout with a focus on high-income generation.