Investing

Generation Investment Management exited Analog Devices and Microchip Technology in the fourth quarter.

Lower tariffs would be welcome, but other factors are keeping markets at bay.

Suddenly, tech stocks are struggling and a variety of out-of-favor sectors--value, small-caps, overseas, dividends, manufacturing—are hot. Why trying to do everything at once is so difficult.

Bridgewater Associates, the asset management firm founded by Ray Dalio, also reshuffled its healthcare holdings.

Nvidia sold its entire stake in a drug-discovery company at the end of last year. ARK Invest is buying the stock.

The activist investor’s Trian Fund Management has a 16% stake in the restaurant chain.

Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid.

Earnings growth means the stock is still cheap on a comparable basis.

There’s a strong case for hedging your bets with alts. The question is which kind to buy.

These newfangled funds offer individual investors access to investments that were once primarily the domain of institutional investors.

Buying coverage through ACA marketplaces is now costlier. How to ease the sting.

Wolfe Research’s Chris Senyak sees companies that have long paid out dividends profiting from tech uncertainties. He has nine picks.

Renewable energy is here to stay. Investors get diversified exposure by buying the shares.

Lower tariffs and higher prices are helping boost the company’s margins.

Buffett may have departed the stage at the end last year but he’s still giving investors plenty of direction from the wings.

Most investors stink at hedging—even the pros. They mostly buy puts near a stock’s current price, thinking they will make lots of money if it declines even more.

A quarterly regulatory filing disclosed increased stakes in Google and Amazon as of the end of December.

Artificial-intelligence anxiety has driven sharp moves in retail stocks, but rising tax refunds could provide a more durable tailwind for select companies this spring.

The wealthy aren’t just transferring their money. They’re making the most of tax laws and involving their heirs in estate planning.

Jana Partners is pushing for changes after building a stake in the downtrodden payments company, according to a report from The Wall Street Journal.

Starboard stock has nearly halved in the past six months. Activist investor Starboard Value is pushing for radical changes.

There are a number of European companies with attractive yields, starting with the European dividend aristocrats.

A management update crashed shares, creating a compelling buying opportunity.

Activists also report to the SEC on Pearson, W.R. Berkley, and Clarivate.

Wall Street couldn’t make sense of all that was swirling around AI this past week. Getting real was the thing that worked.