Money

Key Points A board director at QuidelOrtho Corp. acquired 10,000 common shares on Feb. 13, 2026, at an average price of around $23.96 per share, totaling ~$240,000. All shares were acquired for direct ownership; indirect holdings via UGMA accounts and Birchview Fund, LLC, remain unchanged at 54,775 shares. 10 stocks we like better than QuidelOrtho…

Sometimes the best offense is a good defense. That’s what investors seem to be feeling. Technology stocks continue to be under pressure, and that money is flowing into traditionally defensive assets like gold, but there’s increased evidence that this rotation is expanding to include many blue-chip stocks. For example, The Coca-Cola Co. (NYSE: KO) stock…

The mixed guidance from bellwether retailers like Walmart WMT notwithstanding, the overall picture emerging from the Q4 earnings season has been of resilient growth and improving outlook. Tariffs remain a headwind and have been a recurring theme on the Q4 earnings calls, with companies from variety of sectors like Proctor & Gamble PG and 3M…

The UK has entered commercial lithium production for the first time as Geothermal Engineering Ltd (GEL) began operations in its plant at Cornwall, anchoring the government’s hopes of a domestic battery metals supply chain. The Redruth-based facility marks the country’s first commercial-scale output of lithium, a metal essential for electric vehicle batteries and energy storage…

Key Points On Dec. 31, after more than half a century at the helm, Warren Buffett stepped down from the CEO role at Berkshire Hathaway. The stock market is historically expensive, as evidenced by Berkshire’s enormous cash pile and Buffett’s persistent net selling of stocks leading up to his retirement. However, patience has paid off…

The First Trust Nasdaq Transportation ETF is seeing unusually high volume in afternoon trading Friday, with over 800,000 shares traded versus three month average volume of about 50,000. Shares of FTXR were off about 1.9% on the day. Components of that ETF with the highest volume on Friday were American Airlines Group, trading down about…

Markets rarely move in straight lines, and the reaction to the Supreme Court’s recent ruling on tariffs is a perfect example of investor psychology at work. On Feb. 20, 2026, the high court declared the IEEPA-based tariffs unlawful, triggering an immediate relief rally across the e-commerce sector. However, that optimism quickly faded as headlines shifted…

Key Points Billionaire Investor Ole Andreas Halvorsen worked for Julian Robertson’s Tiger Management in the 1990s as the director of equities. Several research analysts from Tiger Management, including Halvorsen, went on to launch successful funds. Halvorsen’s fund, Viking Global Investors, sold some big names in the fourth quarter of 2025 and piled into a more…

Key Points Chipmakers, DRAM companies, and leading foundry TSMC should all benefit from increased AI infrastructure spending. Hyperscalers should also see strong returns on their spending. Energy Transfer is a conservative, under-the-radar way to play the AI data center build-out. 10 stocks we like better than Nvidia › The four largest hyperscalers (owners of large…

Key Points Nvidia (NASDAQ: NVDA) has wowed investors quarter after quarter with explosive revenue growth. This is thanks to the company’s expertise in artificial intelligence (AI), a market that analysts say may soon be worth more than $2 trillion. Nvidia’s initial strength was in the graphics processing unit (GPU), or the AI chip powering key…