Is Berkshire Hathaway (BRK.B) The Best Safe-Haven Stock to Buy According to Bill Gates?
Berkshire Hathaway (NYSE:BRK.B) is a rare safe harbor amid rising volatility in financial markets.
Insider Monkey Blog
Is Walmart (WMT) The Best Stock to Buy in 2026 According to Bill Gates?
Walmart (NYSE:WMT) has become more than just a go-to place for millions of Americans for everyday shopping.
7 Cheapest AI Data Center Stocks to Buy Now
On March 27, 2026, Reuters reported that as artificial intelligence expands, overburdened U.S.
5 Cheapest AI Data Center Stocks to Buy Now
In this article, we will take a look at the 5 Cheapest AI Data Center Stocks to Buy Now.
Jack Henry & Associates (JKHY) Surged on Strong Results and Improved Guidance
Baron Capital, an investment management company, released its “Baron Financials ETF” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Financials ETF’s Q4 2025 Investor Letter
Baron Capital, an investment management company, released its “Baron Financials ETF” fourth-quarter 2025 investor letter.
Goldman Sachs AI Stocks: Top 12 Stocks to Buy
On March 18, 2026, a research report from Goldman Sachs Research stated that artificial intelligence has the potential to automate 300 million jobs globally and disrupt labor ...
Goldman Sachs AI Stocks: Top 5 Stocks to Buy
In this article, we will take a look at the Goldman Sachs AI Stocks: Top 5 Stocks to Buy.
Applied Materials (AMAT) Surged on AI-Driven Demand Optimism
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”.
What Makes Interactive Brokers (IBKR) an Attractive Investment Bet?
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”.
Cintas (CTAS) Fell Due to Macro Concerns and Labour Market Softness Despite Strong Results
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”.
Microsoft (MSFT) Beyond the OpenAI Hype – Should You Still Buy The Stock For Long-Term Growth?
Cracks have already started to appear in the MSFT‑OpenAI partnership, so let’s focus on Microsoft's (NASDAQ:MSFT) broader strengths.
Carrier Global (CARR) Slid on Lowering Guidance
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”.
Bristol Gate Capital Partners Sold Zoetis (ZTS) Due to Deteriorating Dividend Growth
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”.
Thermo Fisher Scientific (TMO) Sets Stage for Q4 Rally with Impressive Q3 Earnings and New 52-Week High
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”.
How Data-Driven Bettors Are Using iGaming Comparison Resources as US Revenue Hits Record Highs
The US iGaming market has reached a pivotal moment in 2026, with combined revenue from sports betting, online casino, daily fantasy, and social casino platforms exceeding $35 ...
What the PlayUSA Payment Guide Reveals About the Fintech Infrastructure Powering US iGaming Growth
The US iGaming market has been on a steep growth trajectory, and while much of the spotlight falls on game libraries, sportsbook odds, and promotional offers, there is a less ...
Is Caterpillar (CAT) The Best Data Center Stock in Bill Gates’ Latest Portfolio?
Caterpillar (NYSE:CAT) isn’t just about heavy construction and equipment. It’s rapidly becoming an AI and data center play.
Eli Lilly and Company (LLY) Continued to Gain from Its Incretin Portfolio
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”.
Bristol Gate Capital Partners US Equity Strategy’s Q4 2025 Investor Letter
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”.
Bill Gates’ Latest Portfolio: Is FedEx (FDX) The Best Stock to Buy?
FedEx (NYSE:FDX) shares are up 46% over the past year.
7 Best Quantum Computing Stocks to Invest In According to Analysts
The world of quantum computing has its fair share of believers and sceptics.
Negative Sentiment Around Insurance-Related Companies Pressured Arthur J Gallagher (AJG)
Janus Henderson Investors, an investment management company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 investor letter.
5 Best Quantum Computing Stocks to Invest In According to Analysts
In this article, we will list the 5 Best Quantum Computing Stocks to Invest In According to Analysts.
Spotify (SPOT) Fell Due to Concerns Around Pricing Actions
Janus Henderson Investors, an investment management company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 investor letter.
What Makes Keysight Technologies (KEYS) a Defensive Opportunity in AI Infrastructure Build-Out?
Janus Henderson Investors, an investment management company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 investor letter.
Here’s Why Uber (UBER) Fell Despite Reporting Strong Results and Healthy Free Cash Flow
Janus Henderson Investors, an investment management company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 investor letter.
Is Coca-Cola Femsa (KOF) The Best Defensive Stock to Buy Amid Middle East War?
The Middle East war shows no signs of slowing down, and investors are scrambling to protect their portfolios with defensive and stable stocks.
Strong Demand Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) Higher in Q4
Janus Henderson Investors, an investment management company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 investor letter.
Janus Henderson Global Sustainable Equity Fund’s Q4 2025 Investor Letter
Janus Henderson Investors, an investment management company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 investor letter.
Taiwan Semiconductor Manufacturing Co. (TSM) is Benefiting from Strong Underlying Business Growth
Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Sequoia Strategy Believes Capital One Financial (COF) is Trading at an Attractive Valuation
Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Sequoia Strategy’s Updates on Formula One Group (FWONK)
Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
What Makes The Charles Schwab Corporation (SCHW) a Leader in Wealth Management Growth?
Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Simpson Manufacturing Co. (SSD) an Investment Bet?
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded...
Is Ecolab (ECL) The Best Under-The-Radar AI Stock to Buy Now?
Water treatment company Ecolab (NYSE:ECL) has become a new AI play amid its exposure to liquid cooling solutions for data centers.
Can Wix.com (WIX) Benefit from the Proliferation of AI Adoption?
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded...
The Operation of RedotPay Secures ISO/IEC 27001 Certification
RedotPay, a global stablecoin-based payment fintech, announced it has successfully secured ISO/IEC 27001 certification for its Information Security Management System, or ISMS, ...
Ariel International Fund’s Q4 2025 Investor Letter
Ariel Investments, an investment management company, released its "Ariel International Fund" fourth-quarter 2025 investor letter.
Is Caterpillar Inc. (CAT) A Good Stock To Buy Now?
Is CAT a good stock to buy? We came across a bullish thesis on Caterpillar Inc. on MTC’s Substack. In this article, we will summarize the bulls’ thesis on CAT.
STARTRADER Launches Web STAR Copy to Expand Social Trading Capabilities
STARTRADER has introduced Web STAR Copy, a new web-based feature designed to simplify access to copy trading and enable more structured participation in financial markets.
Ariel Focus Fund’s Q4 2025 Investor Letter
Ariel Investments, an investment management company, released its "Ariel Focus Fund" fourth-quarter 2025 investor letter.
XPeng Inc. (XPEV) PT Lowered at Barclays After Q4 Results
TheFly reported on March 23 that Barclays kept an Underweight rating on XPEV while cutting its price target from $17 to $16 following the company’s fourth quarter results.
William Blair Lowers Varonis Systems, Inc. (VRNS) Rating as AI Disruption Clouds Infrastructure Software Outlook
TheFly reported on March 23 that William Blair lowered its rating on VRNS from Outperform to Market Perform, without assigning a price target.
PPG Industries, Inc. (PPG) Industries Launches InsightsNav Platform to Streamline Seastock Coatings Analytics
Separately, on March 24, PPG Industries, Inc.
Edgewise Therapeutics, Inc. (EWTX) PT Increased to $45 at JPMorgan Amid Optimism on EDG-7500 Pipeline
TheFly reported on March 17 that JPMorgan increased its price target for EWTX from $34 to $45 while keeping an Overweight rating on the stock.
Wave Life Sciences Ltd. (WVE) PT Increased to $52 at Canaccord Following Pipeline Review
TheFly reported earlier on March 10 that Canaccord Genuity raised its price target for WVE to $52 from $43 while keeping a Buy rating on the stock.
JPMorgan Boosts The Gap, Inc. (GAP) Target Following Three-Year Growth Plan Discussion
TheFly reported on March 20 that JPMorgan increased its price target for GAP to $35 from $33 while keeping an Overweight rating on the shares.
Agnico Eagle Mines Limited (AEM) Rating Cut at Erste Group From Buy to Hold Amid Margin Pressure
TheFly reported on March 24 that Erste Group reduced its rating on AEM from Buy to Hold.
Cencora, Inc. (COR) Signs Binding Agreement to Expand Retina Network With EyeSouth Acquisition
TheFly reported on March 23 that COR revealed that it has signed a binding agreement to acquire the retina division of EyeSouth Partners for $1.1 billion.
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