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Investments

All articles tagged with #investments

business18 days ago•5 min saved

Midterm gridlock could spark a stock rally, says Fisher

Investor Ken Fisher argues that U.S. midterm gridlock often triggers a multi-quarter stock rally as lawmakers avoid big, risky legislation and political noise fades. Historical data show the S&P 500 rose in 84% of midterm-year Q4s and 92% of the following nine-month stretches since 1925, averaging about 19.8% gains. The trend can occur even without a flip in Congress, with calmer policy environments and pre-priced optimism boosting equities; the takeaway for investors is to ignore the rhetoric and prepare for a post-election rally.

via New York Post|

#business #investments #midterm-elections-2026

business27 days ago•10 min saved

Ford Bets $1 Billion on Kentucky Plant Amid Duffy’s China-Ties Critique

Ford announced a $1 billion upgrade to a paint shop at its Kentucky Truck Plant as a response to Transportation Secretary Sean Duffy’s criticism of Ford's links to Chinese automakers, part of a broader domestic investment push that includes battery-related projects; the piece also notes ongoing California emissions waivers battles and China’s aggressive EV target.

via jalopnik.com|

#business #china-ties #emissions-regulation

business29 days ago•4 min saved

Pokémon Cards as the World’s Last-Resort Currency, Says VC

A venture capitalist argues Pokémon cards would become the global currency in an apocalypse, citing democratized access and outsized gains that have outpaced the S&P 500; the piece highlights the booming trading-card market, high-profile purchases, and even card-related crimes as context for why such collectibles are seen as a store of value.

via New York Post|

#business #investments #markets

business1 month ago•6 min saved

PG&E CEO Criticizes California Wildfire Rules, Delays Billions in Grid Upgrades

PG&E plans to defer about $2 billion of 2027 investments after President/CEO Patti Poppe blasted California’s wildfire-liability rules as making financing riskier and more expensive, calling the system “straight up extortion.” The utility still aims to invest roughly $11.4 billion in California next year and is pursuing a strategic restructuring to strengthen finances and affordability as lawmakers debated, then rejected, a broader wildfire-liability deal.

via New York Post|

#business #california-policy #investments

business1 month ago•2 min saved

Berkshire Bets Long-Term on Japan's Trading Houses Amid Yield Rise

Greg Abel said higher Japanese bond yields aren’t a fundamental hurdle for Berkshire’s five major trading-house stakes (Itochu, Marubeni, Mitsubishi, Mitsui, Sumitomo), which Berkshire owns at above 10% after six years with permission. He noted Japan’s 10-year yield around 3% is still modest compared with global bonds, and Berkshire expects to raise debt in yen when appropriate, underscoring a long-term value thesis and ongoing opportunities in Japan and beyond.

via CNBC|

#berkshire-hathaway #bond-yields #business

world1 month ago•4 min saved

Trump retools U.S.-Korea ties toward economics over security

President Trump ordered a downsizing of annual U.S.–South Korea military exercises, signaling a shift from a security alliance to economic integration as Seoul touts about $350 billion in U.S. investment commitments. Analysts warn that reduced drills could undermine deterrence and push North Korea toward its own nuclear weapons, while Korean and American firms deepen ties in semiconductors, EVs and shipbuilding amid a broader push for reindustrialization.

via CNBC|

#foreign-policy #investments #military-drills

business1 month ago•3 min saved

Insurer tied to Dodgers owner trims $6.5B of investments as fraud probes mount

Mark Walter’s Delaware Life Insurance, a unit of TWG Global, will swap up to $6.5 billion of related-party investments for independent assets amid regulatory scrutiny into his financing dealings; federal prosecutors and the SEC are examining whether Walter and his companies concealed financial connections while borrowing from insurers he controls, with S&P cutting Delaware Life’s outlook after restating financials and reclassifying private credit investments.

via nypost.com|

#business #delaware-life #fraud-probes

finance1 month ago•18 min saved

Harvard Endowment Elevates SpaceX to Its Largest Stock Holding

Harvard Management Co. disclosed a roughly $2.2 billion stake in SpaceX after updating its quarterly holdings, equating to just under 13 million shares and making SpaceX the endowment’s largest stock holding; SpaceX went public in June and has traded in a volatile range around $105–$150 this August.

via Yahoo Finance|

#endowment #finance #harvard-management-co

business1 month ago•5 min saved

Disney bets big on superfans with a $60B decade of park upgrades

Disney’s D23 Expo unveiling signals a roughly $60 billion, decade-long push to refresh and expand its theme parks with IP-led lands and targeted upgrades to attract casual, international, and loyal visitors. Key moves include reviving the Disco Yeti at Expedition Everest, bringing back Dreamfinder and Figment to Epcot, and overhauls of Tomorrowland, plus new attractions like Monstropolis, Avengers Campus, Villains Land, and Cars-theming. Disney emphasizes placing fans at the center of decisions to balance rapid expansion with the needs of regular guests and passholders, aided by strong recent quarterly results (nearly $10 billion in Experiences revenue) and audience-focused promotions.

via CNBC|

#business #disney #fan-engagement

business1 month ago•4 min saved

Ackman Overhauls Portfolio With Six New Bets, Highlighting Netflix

Bill Ackman unveils six new holdings for Pershing Square funds—Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global—marking his biggest portfolio overhaul in years, driven by expected earnings growth, with shares moving broadly higher on the news and 13F filings to follow.

via New York Post|

#bill-ackman #business #hedge-funds

business1 month ago•5 min saved

Climate costs could trigger a sovereign-market shock

An FT Markets Insight op-ed argues that escalating climate damage and extreme weather threaten sovereign credit and could trigger a climate–sovereign doom loop, raising borrowing costs and squeezing adaptation budgets, with investors urged to account for climate risk in asset allocation as private insurance remains thin and the risk of market shocks grows.

via Financial Times|

#business #climate-change #environment

business1 month ago•15 min saved

Unwell Secures $500M Valuation With Whitesell Backing

Unwell, the media company co-founded by Alex Cooper and Matt Kaplan, has been valued at $500 million after Patrick Whitesell’s firm WTSL made its first outside investment, linking the growing platform to Whitesell’s industry network and strategic guidance. The company, which has built a large, predominantly female audience across a podcast network of more than a dozen shows and roughly 100 million followers, is expanding into video on YouTube and maintains a SiriusXM partnership from last year. With Whitesell’s backing, Unwell plans to accelerate growth through acquisitions and investments.

via Deadline|

#alex-cooper #business #investments

business1 month ago•12 min saved

Nvidia bets $70B on OpenAI, Anthropic and AI allies, signaling a potential windfall for shareholders

Nvidia plans roughly $70 billion in equity investments into its AI ecosystem, including up to $30 billion for OpenAI, up to $10 billion for Anthropic, and $5 billion for Safe Superintelligence. Bank of America analyst Vivek Arya says the portfolio is easily manageable given Nvidia’s ability to generate about $470 billion in free cash flow in 2026–27, and could boost shareholder value as private AI valuations rise and IPOs approach. The stock has been rallying ahead of Nvidia’s August earnings, with the Vera Rubin product cycle expected to further cement its dominant market position.

via Yahoo Finance|

#ai #anthropic #business

business2 months ago•7 min saved

Berkshire Hathaway Expands Investments and Boosts Buybacks in Q2, Cash Dips

Morningstar reports Berkshire Hathaway’s Q2 results modestly beat expectations as solid insurance underwriting offset slower pricing. Cash balances declined as the company added about $21 billion to its equity holdings (including a $10 billion Alphabet stake) and resumed aggressive share repurchases (about $4.5 billion in the quarter), leading Morningstar to raise its fair-value estimates for both Class A and Class B shares.

via Morningstar|

#alphabet #berkshire-hathaway #business

sports2 months ago•3 min saved

LIV Golf's Future Hangs on Quiet Stars DeChambeau and Rahm

LIV Golf unveils fresh investment for 2027, but Bryson DeChambeau and Jon Rahm have offered little media comment, fueling speculation about their futures and what LIV 2.0 will look like. Their silence, contract statuses, and potential changes to purses all threaten the league's stability if these two marquee players depart or if investors push a leaner, less superstar-driven model.

via hitc.com|

#bryson-dechambeau #investments #jon-rahm