We think Amphenol is a differentiated connector supplier, an excellent operator, and an exceptional steward of shareholder capital. It has numerous competitors in the fragmented electrical component ...

Over the past 10 years, Campbell's has orchestrated significant change. For one, its core soup lineup now accounts for just 25% of total sales (down from more than 40% in fiscal 2017), while snacks ...

Ciena is the leading innovator in the coherent optical equipment industry. The firm was the first to market by over 18 months with 1.6 terabits-per-second capabilities, using its WaveLogic 6 Extreme ...

The deal ramps up Nvidia's efforts to promote open-weight AI models that pose a competitive threat to OpenAI and Anthropic. OpenAI, Anthropic, and Grok Hit by Widespread Outages Users of several ...

Nvidia NVDA formally announced its acquisition of Hugging Face, a large language model platform, for $12.9 billion. The ...

SL Green is a real estate investment trust engaged in the acquisition, development, repositioning, ownership, and management of commercial real estate properties, principally office properties. Most ...

Realty Income is the largest triple-net REIT in the United States, with over 15,500 properties that mainly house retail tenants. The company describes itself as "The Monthly Dividend Company," and its ...

Zalando is the leading European pure-play e-commerce fashion platform. We believe that through its wide reach (62 million active customers after the acquisition of About You, or over 10% of the ...

Yet, while the broad market appears to be trading at an attractive margin of safety below our valuations, we think the US ...

Businesses grow at a surprisingly fast pace, ISM finds, even as prices rise due to tariffs and oil The economy isn't all sunshine and nice weather, but it's still growing at an above-average speed.

U.S. services-sector activity continued to expand last month, maintaining a 26-month streak, a survey of managers found. The Institute for Supply Management's purchasing managers index for services ...

The Magnum Ice Cream Company is entering its next phase as an independent business, with a refreshed management team and a more targeted strategic focus. Within Unilever, ice cream often ...