VG's new 20-year China Gas deal adds 0.5 MTPA of U.S. LNG sales from 2030, strengthening long-term contracted volume and revenue visibility.
Nu Holdings' U.S. launch and Nu Global broaden its growth runway, but execution, underwriting and valuation risks support a patient stance.
Baron Global Opportunity Fund (the Fund) gained 26.7% (Institutional Shares) during the second quarter, compared to the 14.9% gain for the MSCI ACWI Index (the Index). During the second quarter, we initiated five new positions: Alphabet, Samsung Electronics, Cerebras, DPC Holdings and Innio. We also took advantage of stock price volatility and significant inflows into the Fund to add to many existing positions including Shopify, Nu, NVIDIA, Amazon, GDS, ASML, TSMC, MercadoLibre, Tesla, ServiceTitan, and others.
A gas station in California this weekend maxed out its pump display at $9.999 for diesel, unable to show what it actually needed to charge.
Interactive Brokers Group IBKR continues to strengthen its position as one of the world's leading electronic brokerage platforms, backed by rapid account growth, expanding client assets and a widening international footprint. The company's technology-driven business model, broad product suite and ability to provide access to markets worldwide are helping it capitalize on increasing global participation in financial markets.
A Houthi offensive in Yemen has put a second vital energy corridor in the region under the sway of Iran and its allies.
Robinhood Markets NASDAQ: HOOD is pursuing a strategy centered on expanding access to financial asset ownership, with priorities spanning active trading, broader consumer financial services and international infrastructure, Chief Executive Officer and Co-Founder Vlad Tenev said during a discussion hosted by Goldman Sachs.
Apollo Global Management is in discussions to acquire Johnson & Johnson's orthopedics unit in a deal that could value the unit at close to $20 billion, Bloomberg News reported on Friday, citing sources.
Rising power demand from AI, EVs and extreme heat is fueling renewables and storage, spotlighting three stocks positioned for the energy transition.
Investors need to pay close attention to CARR stock based on the movements in the options market lately.
Coinbase Global NASDAQ: COIN executives outlined an expansion strategy centered on diversifying beyond spot cryptocurrency trading, adding new trading products, scaling stablecoin and tokenization offerings, and building infrastructure for on-chain transactions.
Coinbase Global NASDAQ: COIN is expanding beyond its origins as a spot cryptocurrency trading platform, with Chief Financial Officer Alesia Haas outlining a strategy centered on an “Everything Exchange,” stablecoins, payments and on-chain infrastructure during a Citi Research conference discussion.