Reported 15 days ago
Intuit Inc. (INTU) faced a stock decline as highlighted in Macquarie Asset Management's third-quarter investor letter for 2025, which attributed the lag to market conditions and perceived threats from advancements in AI technologies. Despite reporting substantial revenue growth and solid business fundamentals, the company saw a one-month return of -0.83%, raising investor concerns even amidst an overall positive market for AI-themed stocks.
Source: YAHOO
Reported 15 days ago
In its Q3 2025 investor letter, Macquarie Large Cap Growth Fund revealed it sold its stake in Equinix (EQIX), citing difficulties in monetizing its urban data center assets and a preference for AI stocks with greater potential. Despite Equinix's unique positioning and revenue growth, the fund noted a lag behind the Russell 1000 Growth Index, suggesting a future opportunity to revisit the stock.
Source: YAHOO
Reported 15 days ago
Intercontinental Exchange (ICE) has seen a decline in its stock, dropping 8.12% over the past month and 4.15% over the past year, attributed to slower trading volumes, particularly in the energy sector. Despite maintaining a strong market position, ICE's recent performance has lagged behind competitors, as highlighted in the Macquarie Large Cap Growth Fund's third-quarter investor letter.
Source: YAHOO
Reported 15 days ago
Morgan Stanley's third-quarter profits exceeded expectations, driven by a record 44% increase in investment banking revenue and strong growth in equities trading. The CFO noted that the investment banking pipeline is at an all-time high, with optimism surrounding future deal volumes. The bank's total quarterly revenue reached $18.2 billion, and its wealth management assets approached $8.9 trillion. Shares rose significantly following the announcement, highlighting a strong performance amidst favorable macroeconomic conditions.
Source: YAHOO
Reported 15 days ago
Volatility Shares has filed with U.S. regulators to create a series of 5x leveraged ETFs that track Bitcoin, Ether, and XRP. These funds will amplify daily price movements significantly, which could lead to substantial gains or losses for investors in a single day. The proposal also includes leveraged funds for high-volatility stocks and is set for an effective date of December 29, 2025. However, the leveraged structure carries unique risks, particularly with daily rebalancing affecting overall performance.
Source: YAHOO
Reported 15 days ago
In its Q3 2025 investor letter, Macquarie Large Cap Growth Fund noted that not owning Tesla (TSLA) contributed to its underperformance relative to the Russell 1000 Growth Index. Despite positive market returns led by AI stocks, the fund lagged behind due to market conditions and missed opportunities, with Tesla's impressive performance noted but ultimately bypassed due to the fund’s quality standards.
Source: YAHOO
Reported 15 days ago
NuScale Power, a company designing small modular reactors (SMRs) that have received approval from the Nuclear Regulatory Commission, could be a strong investment for those looking to outperform the stock market. With electricity demand projected to significantly rise, NuScale's innovative technology positions it advantageously in a market that may reach tens of billions. Despite the stock's high valuation, aggressive investors betting on clean energy might find it appealing, while cautious investors may prefer to wait for more concrete progress.
Source: YAHOO
Reported 15 days ago
This article highlights two promising artificial intelligence stocks: The Trade Desk and Lemonade. The Trade Desk, a leader in digital advertising technology, continues to thrive despite economic downturns by optimizing ad spending. Meanwhile, Lemonade, an AI-driven insurance platform, has significantly improved its performance and efficiency, increasing its active policies as it expands services. Both companies leverage proprietary AI systems to enhance their competitiveness, making them attractive investments.
Source: YAHOO
Reported 15 days ago
Prologis exceeded third-quarter expectations with consolidated revenue of $2.21 billion, a 9% year-over-year increase, and raised its full-year outlook. New leases surged by 29% to 65.6 million square feet, though average occupancy dipped slightly to 94.8%. CEO Hamid Moghadam highlighted the company's strong leasing performance and optimistic market outlook, anticipating a significant upturn in rent and occupancy growth.
Source: YAHOO
Reported 15 days ago
In its third-quarter 2025 investor letter, Artisan Mid Cap Fund discussed Spotify Technology S.A. (NYSE:SPOT), noting a recent one-month return of -3.35%, but an impressive 83.89% increase over the past year. The fund recognizes Spotify's potential for growth through various monetization strategies including a new super-premium tier and expansion into podcasts and other audio content. While brokers suggest buying during its underperformance periods, caution is advised as some analysts believe AI stocks may offer better opportunities.
Source: YAHOO
Reported 15 days ago
Source: WSJ
Reported 15 days ago
Oil prices have increased following five-month lows as investors consider escalating trade tensions between the U.S. and China, coupled with the International Energy Agency's forecast of a potential supply surplus in 2026. Brent crude rose 0.85% to $62.92 a barrel, while West Texas Intermediate climbed 1.06% to $59.32. The ongoing trade dispute, which has seen both nations impose extra fees on cargo, threatens global oil transportation routes amid concerns over oversupply as output increases and demand remains weak.
Source: YAHOO
Reported 15 days ago
After a challenging weekend that saw massive sell-offs, Bitcoin and Ethereum ETFs made a remarkable recovery on October 14, recording combined net inflows of $338.8 million, suggesting a potential shift towards an accumulation phase by institutional investors. Despite over $755 million in withdrawals just a day prior, the resilience in total inflows for 2025 has surpassed 2024 totals, highlighting a growing trend of institutional adoption. Analysts express mixed views, with some seeing early signs of accumulation and others cautioning for the need of consistent inflow trends to confirm a return of confidence in the market.
Source: YAHOO
Reported 15 days ago
A consortium including BlackRock, Nvidia, xAI, and Microsoft is set to acquire Aligned Data Centers for $40 billion, emphasizing the importance of data infrastructure for AI development. The partnership, named the Artificial Intelligence Infrastructure Partnership (AIP), plans to invest $30 billion initially, with total potential investments reaching $100 billion. This acquisition is seen as crucial amidst a race for AI computing power, with Bitcoin miner stocks, especially those transitioning to AI infrastructure, witnessing notable gains.
Source: YAHOO
Reported 15 days ago
In Q3 2025, the number of public companies holding Bitcoin rose 38% to 172, with 48 firms adopting BTC for their treasuries. Bitwise Asset Management's report reveals that corporate holdings surpassed 1.02 million BTC, valued at $117 billion, thanks to aggressive accumulation and price appreciation. However, 25% of these firms now trade below their asset value, indicating potential stress amid a surge in corporate interest. Analysts note that this movement marks a structural shift in asset management rather than mere speculation. Despite recent slowdowns in acquisitions due to market conditions, corporate Bitcoin holdings have become integral to the financial landscape.
Source: YAHOO
Reported 15 days ago
Source: WSJ
Reported 15 days ago
Source: WSJ
Reported 15 days ago
Stripe has launched the ability for businesses to accept recurring payments in stablecoins like USDC, facilitating payments for AI subscriptions and SaaS tools. This new feature, currently in private preview, allows users to connect popular wallets and automate their payment processes using smart contracts. With 20% of payment volumes from AI companies coming from stablecoins, Stripe aims to improve transaction efficiency and reduce costs for global businesses.
Source: YAHOO
Reported 15 days ago
Artisan Mid Cap Fund disclosed its decision to exit its position in Atlassian Corporation (TEAM) in its Q3 2025 investor letter, citing concerns over the company's decelerating cloud revenue growth and a need to evolve its pricing model. Despite healthy year-over-year growth, the fund believes the software provider faces challenges in adapting to market demands, especially regarding AI's impact on its traditional business model. As a result, the fund prioritized investments in other AI stocks with higher upside potential.
Source: YAHOO
Reported 15 days ago
Source: BARRONS
Reported 15 days ago
In its Q3 2025 investor letter, Artisan Mid Cap Fund discussed Woodward, Inc. (NASDAQ:WWD), a company specializing in motion and control systems for aerospace and industrial markets. Woodward has shown strong performance with a 7.52% return in the past month and a 54.16% gain over the year. The fund initiated a position in Woodward, highlighting its potential due to significant revenue from the aerospace sector and a recovery in its industrial segment. Despite this, the article suggests that some AI stocks may present better investment opportunities.
Source: YAHOO
Reported 15 days ago
Teledyne Technologies Incorporated (TDY) has been highlighted as a strong investment option in the Artisan Mid Cap Fund's third-quarter 2025 investor letter. With a one-month return of 3.82% and a significant year-over-year increase of 28.39%, Teledyne is positioned to benefit from rising global military spending and a recovery in industrial markets. Its advanced technologies in defense and automation sectors, coupled with strong free cash flow and disciplined management, suggest potential for mid-teens EPS growth.
Source: YAHOO
Reported 15 days ago
Rachel from Dallas turned to The Ramsey Show for guidance about her family's plan to live in an RV after their home flooded in 2023. While living in her parents' RV has helped her save money and reduce debt, financial advisors advised against buying an RV amid her existing $40,000 debt. They emphasized focusing on debt repayment and suggested ways to increase income instead.
Source: YAHOO
Reported 15 days ago
This article outlines how to determine your ideal net worth relative to your salary and age. Financial advisors recommend that by age 30, your net worth should be about equal to your annual salary, increasing to two to three times by age 40, and four to six times by age 50. It emphasizes the importance of tracking your net worth as a dynamic goal rather than a fixed number, guiding you on how much wealth you should aim to accumulate over your lifetime, regardless of your income level.
Source: YAHOO