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Investments

All articles tagged with #investments

business7 days 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

finance7 days 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

business7 days 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

business10 days 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

business12 days 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

business12 days 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

business13 days 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

business15 days 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

sports18 days 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

business26 days ago•4 min saved

LIV Golf Finds Lifeline With Near $250 Million in New Investments

LIV Golf, after losing PIF funding beyond 2026, is reportedly close to landing anchor investments totaling around $250–$300 million to form 'LIV 2.0.' Term sheets from blue-chip firms are in place, with meetings planned at Bedminster and a deal expected by September that could give players a majority stake and sustain a five-continent schedule, though the Michigan finale is unlikely.

via New York Post|

#business #golf #investments

economy1 month ago•20 min saved

CalPERS seals a banner year with a 14.8% return in 2025-26

CalPERS posted a 14.8% return for the 2025-26 fiscal year, well above its 6.8% target and pushing assets to about $637.1 billion. The funded status rose to 85% of liabilities, marking a milestone in its recovery from the Great Recession. Returns were driven by stock markets (roughly 24% private-equity gains and 24% stock gains vs. the S&P 500’s ~21% rise), and the fund’s total-portfolio approach aims for a 75/25 split between equities and bonds. The strong performance influences California budget considerations and ongoing debates about private-market transparency and pension reforms, including retirement benefits for police and firefighters.

via CalMatters|

#calpers #economy #funded-status

business2 months ago•4 min saved

High Inflation Could Push Gold Toward $5,000/oz in 2026, Experts Say

If inflation stays elevated, gold is likely to stay strong or rise through 2026 as investors seek a haven outside fiat currencies, with a forecast near $5,000 per ounce. A Federal Reserve rate hike could choke demand and push prices down, while easing inflation may reduce hedging demand but prices should remain elevated due to central-bank demand, geopolitical risk, debt and diversification needs. Experts advise buying on dips and aiming for a 5-10% gold allocation in a long-term portfolio, rather than trying to time the exact bottom.

via CBS News|

#business #federal-reserve #gold

business2 months ago•12 min saved

Nvidia's Huang Bets on 'Insane' AI Returns for Ultra-Wealthy Investors

Nvidia CEO Jensen Huang told a closed-door Taipei forum for billionaire family offices and big investors that AI returns are now insanely profitable and that ROI has reset in the last six months as AI infrastructure demand soars. He pitched the AI boom to hundreds of guests at an event hosted by Era and Chailease, highlighting Nvidia’s ecosystem and partnerships with chipmakers and suppliers, and urged ultra-wealthy investors to back AI as a major new funding source alongside pension funds and retail capital.

via Yahoo Finance|

#ai #business #investments

politics3 months ago•22 min saved

Trump’s portfolio adds Deere stake amid broad trading spree

Investigate Midwest reports that the person who controls Donald Trump’s investment portfolio purchased John Deere stock three times since January, with the largest trade marked as unsolicited. Deere purchases were modest compared with other holdings (e.g., Apple and Nvidia) and appear within a broader set of trades tied to companies with business before the Trump administration, fueling ongoing questions about potential conflicts of interest while Trump officials say there are no conflicts of interest.

via Investigate Midwest|

#financial-disclosure #investments #john-deere

business3 months ago•80 min saved

SoftBank rides OpenAI windfall to $12B profit leap

SoftBank Group reported a more-than-threefold rise in profit to $12 billion, driven by gains from its stake in OpenAI, underscoring the financial impact of its AI investments.

via Yahoo Finance|

#ai #business #investments