The Valero Energy refinery in Texas City, Texas.F. Carter Smith | Bloomberg | Getty ImagesThe focus on dividend stocks is growing, as the U.S. Federal Reserve announced another rate cut. Investors can consider stocks that offer dividends and also have the potential to drive capital appreciation, enhancing the total return.In...
Category: Investing
Investor Lauren Taylor Wolfe says we are ‘absolutely’ in an AI bubble now
Lauren Taylor Wolfe, co-founder of activist investment firm Impactive Capital, said the surge in enthusiasm around artificial intelligence has all the markings of a bubble."We are absolutely in an AI bubble now. It is going to burst," she said on CNBC's "Squawk on the Street" Tuesday to David Faber. "I...
Activist investor Jana Partners takes stake in medical device maker Cooper Companies, WSJ says
Barry Rosenstein, founder of JANA Partners.Adam Jeffery | CNBC The hedge fund, founded by Barry Rosenstein and known for pressuring companies to make changes that enhance shareholder value, also intends to urge Cooper to improve how it allocates capital in order to boost returns, said the Journal, which cited sources...
Nuclear stocks mixed after U.S. Army launches program to deploy small reactors
Nuclear stocks traded mixed Wednesday after the U.S. Army launched a program to deploy small reactors.Shares of NuScale, a small reactor developer, surged more than 16%. Oklo and Nano Nuclear fell more than 1% and about 3%, respectively. The uranium company Centrus jumped 10%.Those stocks all rallied sharply earlier in...
Berkshire’s Japanese stock positions top $30 billion
(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.)Berkshire's Japanese stock positions top $30 billionThe total value of the five Japanese "trading houses" in Berkshire Hathaway's equity portfolio has...