PepsiCo, Inc. (PEP) Stock Price Today
Rep. Josh Gottheimer buys shares in cybersecurity firms, raising conflict of interest concerns.
Rep. Josh Gottheimer disclosed purchases of shares in three cybersecurity companies—CrowdStrike, Palo Alto Networks, and SailPoint—through a managed investment account. These companies provide critical security services to federal agencies, raising q...
Skeena Resources advances Eskay Creek mine, targeting 2027 start amid tight but credible funding.
Skeena Resources is progressing well on its Eskay Creek gold and silver project, which is 62% complete and aims to start operations by the second quarter of 2027. The mine is expected to be highly productive in its first five years with a total life ...
Joel Greenblatt's Gotham shifts to defensive with $2.65B SPY buy, adds Humana, General Mills, and Manhattan real estate.
Joel Greenblatt's Gotham Asset Management made a significant defensive move in Q2 2026 by adding $2.65 billion to the SPDR S&P 500 ETF, now about 20% of its portfolio, signaling a shift from concentrated stock picks to broader market exposure. The fu...
Oil supply disruptions ignored by markets, risking sharp price spike despite S&P 500 near highs
Despite severe oil supply disruptions from conflicts in Iran and Ukraine, equity and energy markets remain complacent, with the S&P 500 near record highs. AI-driven trading and research have reinforced institutional narratives that downplay the exten...
Fairholme Capital holds 76% in St. Joe, sees strong Q2 growth; adds Pfizer, Campbell Soup, UPS for diversification.
Fairholme Capital, led by Bruce Berkowitz, holds 76.43% of its portfolio in St. Joe Company, a Northwest Florida land developer, reflecting strong conviction as the company posted its highest Q2 revenue in 20 years with significant margin expansions....
Edgewise Therapeutics shifts focus to cardiovascular drugs after $1.55B sale, with strong Phase 2 results for EDG-7500.
Edgewise Therapeutics has transformed into a well-funded cardiovascular drug developer following the $1.55 billion sale of its muscular dystrophy drug sevasemten to Servier. Its lead cardiovascular candidate, EDG-7500, showed strong Phase 2 efficacy ...
Alphabet launches first income security with 6.25% yield, offering new income option amid AI growth.
Alphabet introduced its first-ever listed income security, the Series A and C Mandatory Convertible Preferred stocks, paying a 6.25% annual dividend and trading on Nasdaq. This new instrument, part of the largest US equity capital raise, funds Alphab...
Copper supply tightens sharply while mining stocks lag behind metal price gains, says RBC.
Copper's physical market is experiencing a severe supply squeeze with spot prices rising 4.3% to $6.73/lb, while copper mining stocks fell 2.6%, showing a disconnect between metal prices and producer equities. Supply disruptions include a boiler fail...
AI chip memory demand outpaces supply, Nvidia tests lower-memory GPUs, raising concerns for Micron investors.
The rapid AI expansion is causing a shortage of high-bandwidth memory (HBM) needed for AI accelerators, benefiting companies like Micron and SK hynix. However, Nvidia is reportedly testing Rubin Ultra GPUs with reduced memory (192GB-288GB) due to sup...
Top hedge funds boost Lattice Semiconductor bets amid strong AI-driven growth and acquisition optimism.
Several leading hedge funds, including Point72 and D1 Capital, increased their stakes in Lattice Semiconductor following the company’s record Q2 revenue and strong AI server demand. The recent $1 billion acquisition of AMI, with high margins and reve...
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