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Key PointsMeta Platforms is getting a 10% stake in AMD as part of the commitment to use its GPUs.Meta is also getting ahead of a potential CPU bottleneck. The stock is attractively valued at current levels. 10 stocks we like better than Meta Platforms ›While Advanced Micro Devices (NASDAQ: AMD) shares were the ones that zoomed higher following its deal with Meta Platforms (NASDAQ: META), the deal is a good one for Meta as well.As part of the deal, Meta will purchase 6 gigawatts of AMD’s graphics processing units (GPUs), while also agreeing to be one of AMD’s lead customers…
Key PointsGlenview purchased 2,004,299 shares of DigitalOcean Holdings, valued at $96.45 million (based on the quarterly average price).Quarter-end position value increased by $96.45 million, reflecting both share acquisition and price movement.Change accounted for 1.96% of the fund’s 13F reportable assets under management.Post-trade stake: 2,004,299 shares valued at $96.45 million.New holding represents 1.96% of AUM, making it the fund’s 11th-largest position.10 stocks we like better than DigitalOcean ›What happenedAccording to an SEC filing published Feb. 17, 2026, Glenview Capital Management initiated a new position in DigitalOcean Holdings (NYSE:DOCN) during the fourth quarter of 2025. The fund acquired 2,004,299 shares, with an…
Salesforce on Wednesday evening delivered better-than-expected 2026 fourth-quarter results as its Agentforce artificial intelligence platform became increasingly embedded across the business. However, the stock dropped in after-hours trading as investors remained anxious about the potential of AI disrupting traditional enterprise software companies. Revenue in the quarter ended Jan. 31 rose 12% year over year to $11.2 billion, topping expectations of $11.18 billion, according to LSEG. Adjusted earnings per shar e totaled $3.81, beating the consensus estimate by 77 cents, LSEG data showed. On a year-over-year basis, adjusted EPS increased 37%. CRM YTD mountain Salesforce YTD Shares of Salesforce fell roughly…
For anyone who attended university in England in the last 15 or so years, the idea of student loans feeling like some sort of debt trap is hardly news. But three weeks ago, when the journalist Oli Dugmore discussed this on the BBC’s Question Time, it felt like a moment.It was less the size of the initial debt, he explained, than the way above-inflation interest rates meant the interest charged alone was now almost as much as the original sum. “So was it mis-sold to me?” he asked, rhetorically. “Yes, I’d say so.”Dugmore’s story is far from unique. Last month,…
Artisan Partners Limited Partnership raised its position in shares of Medtronic PLC (NYSE:MDT – Free Report) by 2.6% in the third quarter, Holdings Channel reports. The firm owned 1,234,550 shares of the medical technology company’s stock after acquiring an additional 31,314 shares during the quarter. Artisan Partners Limited Partnership’s holdings in Medtronic were worth $117,579,000 as of its most recent SEC filing. Several other large investors have also bought and sold shares of MDT. Diversify Wealth Management LLC grew its holdings in shares of Medtronic by 3.9% during the third quarter. Diversify Wealth Management LLC now owns 59,358 shares of…
As tensions flare once again between Iran, Israel, and the U.S., social media, especially on crypto social media X (or Crypto Twitter), fears that Tehran could shut down the Strait of Hormuz, a vital oil chokepoint. Such a move, many worry, could send oil prices and global inflation soaring and roil financial markets, including bitcoin.However, those concerns may be exaggerated, according to some observers.Early Saturday, Israel and the U.S. launched airstrikes on Iran, aiming to dismantle the nation’s nuclear facilities and missile capabilities after failed negotiations. Iran retaliated by firing ballistic missiles at Israel and the U.S. bases in the…
The legendary investor says he’s been shifting his investment focus and AI is no longer playing a starring role.
World leaders condemn Iranian regime, urge caution as they react to U.S. strikesBritish Prime Minister Keir Starmer issues a statement at 10 Downing Street , after U.S. and Israeli forces attacked Iran in what the two countries described as a “pre-emptive” strike against a Tehran government intent on developing nuclear weapons, in London, Britain, February 28, 2026. Jonathan Brady | Via ReutersWorld leaders reacted to U.S. and Israeli strikes in Iran Saturday, with multiple emphasizing condemning the Iranian regime while urging restraint in the unprovoked attack.British Prime Minister Keir Starmer said the U.K. had “no role” in the strikes, but…
The US and Israel struck targets across Iran, with President Donald Trump urging Iranians to overthrow the government in a conflict that is already spiraling across the oil-rich Middle East. Mona Yacoubian, director and senior advisor at the Middle East Program for the Center for Strategic and International Studies, calls this a ‘nightmare scenario’ for the middle east. Yacoubian and Bloomberg Opinion Columnist Marc Champion discuss the conflict with Bloomberg’s David Gura and Christina Ruffini. (Source: Bloomberg)
Live cattle futures are down $2 to $4.12 at midday. Some new selling interest was noted, up 2,199 contracts. Cash trade has come in at $383 dressed in the North, with some $243-245 live across the rest of the country. Feeder cattle futures are $6.25 to $8.25 lower on Friday. The CME Feeder Cattle Index was down $1.62 to $373.17 on February 24.The weekly update from APHIS showed 8 new cases of New World Screwworm in Tamaulipas in the last week ending on November 25, taking the total active cases in that bordering state to 10 (including 7 bovine). Don’t…
