Activist Investing
Warner Bros., Cidara, LENZ Therapeutics See Activist Action
RA Capital raised its stake in biotech Cidara, Versant Venture lowered its stake in LENZ, Gamco reduced its stake in Oil-Dri, and more activist actions.
3 minute read
Tripadvisor Stock Jumps as Activist Starboard Takes Stake. It's Good for the Travel Sector.
The travel sector has recovered well from the uncertainty caused by President Donald Trump's tariffs agenda.
1 minute read
Marriott Vacations, Mission Produce See Activist Action
Activists also report to the SEC on Mission Produce, DHT Holdings, and Diebold Nixdorf.
3 minute read
E2open Parent, Mission Produce See Activist Action
Activists also report to the SEC on Cracker Barrel Old Country Store, Appian, and BioLife Solutions
2 minute read
Sarepta, AMD, Tesla, U.S. Steel, Roku, Sage Therapeutics and More Stock Market Movers
Sarepta Therapeutics falls sharply after suspending shipments of Elevidys for infusions in non-ambulatory patients because of the death of a second patient from acute liver failure.
3 minute read
Cannae, Shenandoah See Activist Action
Activists also report to the SEC on DigitalOcean Holdings, Kinetik Holdings, and American Public Education
2 minute read
Southwest Gas, Lionsgate See Activist Action
Activists also report to the SEC on Cracker Barrel, Universal Technical Institute, Appian, and Garret Motion
2 minute read
Marriott Vacations, Cracker Barrel, Joby See Activist Action
Activist investors also report to the SEC on Invesco and TriMas.
2 minute read
Rocket Cos., Middleby See Activist Action
Activists also report to the SEC on Diebold Nixdorf, NextDecade, Gulfport Energy, and BridgeBio Pharma.
3 minute read
Treehouse Foods, GeneDx Holdings See Activist Action
Activists also report to the SEC on Edgewise Therapeutics, SLM, Insight Enterprises, and Dun & Bradstreet Holdings.
2 minute read
Walmart and Fed’s Warnings Are Red Flags. Why Markets Must Pay Attention.
Walmart warns of higher prices, the Fed’s era of activism, Berkshire Hathaway trims bank stakes, and more news to start your day.
Long Read
WEX, Acelyrin See Activist Action
Activists also report to the SEC on Alpha Tau Medical and Algoma Steel Group
2 minute read
Paramount Global, Mid Penn Bancorp See Activist Action
Activists also report to the SEC on Alphatec Holdings and Canadian National Railway.
3 minute read
Appian, Standard Motor, Rapid7 See Activist Action
Activist investors report to the SEC on Radius Recycling, Rapid7, Bitdeer Technologies, Standard Motor Products, and Appian.
3 minute read
BP Stock Jumps. Activist Elliott Raises Stake Above This Key Level.
The interest puts CEO Murray Auchincloss under pressure to deliver better results quickly.
2 minute read
What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company
Bill Ackman’s Pershing Square has built a 19.8% stake in the car rental company.
2 minute read
Six Flags, Rapid7 See Activist Action
Activists also report to the SEC on Orthofix Medical, Proassurance, and Alphatec Holdings.
3 minute read
Hertz Stock Soars 56% on Surprise Purchase by Activist Investor
Bill Ackman’s Pershing Square disclosed a 12.7 million share stake in the car rental company.
2 minute read
Nvidia, Boeing Took a Bullet. Expect More Collateral Damage From U.S.-China Trade War.
United Airlines issues 2 outlooks amid high uncertainty, Trump Media is getting into the thematic investing business, and more news to start your day.
Long Read
Bank of America, Citigroup, Netflix, Boeing, Tesla, HPE, Applied Digital, and More Stock Market Movers
Bank of America and Citigroup post better-than-expected first-quarter earnings, a report says China ordered a halt to Boeing jet deliveries as part of the escalating trade war with the U.S., and Tesla stock rises after its chart forms a ‘death cross.’
4 minute read
HPE Stock Jumps. Why Elliott Management Is Taking a $1.5 Billion Stake.
Hewlett Packard Enterprise stock has struggled since the technology company posted disappointing fiscal first-quarter earnings.
2 minute read
Not So Fast. Large Institutional Investors Still Care About DEI.
The big money, like mega pension funds and nonprofits, still sees DEI as affecting companies’ long-term performance.
Long Read
Couchbase, Staar Surgical See Activist Action
Activists also report to the SEC on Aeva Technologies, Mid Penn Bancorp, Zymeworks, and Runway Growth Finance
3 minute read
The U.S. and China Are Wrestling for Global Leadership. It Will Change Investing.
It’s time to throw out the existing playbook, Maria Vassalou writes in a guest commentary.
4 minute read
U.S. Steel Stock Rises as Trump Orders Review of Nippon Deal
The potential transaction values the American steel maker at $55 a share, far above where shares currently trade.
4 minute read
