Investing

Institutional Money Flows Into AI Infrastructure and Healthcare Leaders Big money is signaling a risk-on appetite as Investor’s Business Daily’s proprietary screen for stocks that funds are buying highlights a dozen names hovering near legitimate buy points. Four standout names dominate the current list: Hewlett Packard Enterprise (HPE), Coherent (COHR), Amphenol (APH), and obesity-drug powerhouse … Read more

Texas Pacific Land Outperforms Broad Market but Lags Energy Peers Texas Pacific Land Corporation (NYSE: TPL), the Dallas-based land and resource management giant valued at $24.7 billion by market capitalization, has delivered solid returns for shareholders over the past year. The stock has climbed 22.1% over the trailing 12-month period, edging out the S&P 500 … Read more

Becton, Dickinson and Company (NYSE: BDX), the global medical technology leader valued at $50.5 billion by market capitalization, is gaining fresh attention from Wall Street analysts after a strong quarterly performance that has shifted sentiment from cautious to moderately optimistic. The company, which develops and manufactures medical supplies, devices, laboratory equipment, and diagnostic products, has … Read more

Entergy Corporation (ETR) Shows Signs of Recovery After Lagging Broader Market Entergy Corporation (NYSE: ETR), the New Orleans-based integrated energy giant valued at $50.3 billion by market capitalization, has delivered a tale of two timeframes for investors. While the utility stock underperformed the broader S&P 500 over the trailing twelve months — gaining 19.4% versus … Read more

Weitz Investment Management Reinforces Conviction in Aggregates Giant Weitz Investment Management, a respected value-oriented asset manager, has once again added Martin Marietta Materials, Inc. (NYSE: MLM) to its Large Cap Equity Fund portfolio during the second quarter of 2026. The move underscores the firm’s enduring “rocks and gravel” investment thesis—a focus on essential construction aggregates … Read more

Shares of Workday Inc. (NASDAQ: WDAY) surged in mid-July 2026 after reports surfaced that private equity giant Silver Lake was exploring a potential acquisition of the enterprise software maker. However, the rally quickly faded as a prominent UBS analyst expressed deep skepticism about the deal’s feasibility, citing valuation gaps, financing hurdles, and strategic mismatches. Deal … Read more

In a rare convergence of artificial intelligence and human investing genius, Visa (NYSE: V) has emerged as a top conviction holding for both ChatGPT’s simulated portfolio and billionaire activist investor Bill Ackman’s Pershing Square Capital Management. According to Rallies Arena, a public tracker that allocates real capital to AI models and monitors their investment decisions, … Read more

Business development companies (BDCs) are re-emerging as key vehicles for high-income investors following an intense period of market pressure. As broader financial markets adjust, sector-specific instruments like the VanEck BDC Income ETF (BIZD) are regaining momentum among yield-focused portfolios. Investors evaluating high-yield opportunities must weigh recent price trends against underlying structural risks in private credit … Read more

AppFolio CEO’s Tax-Related Share Sale: Non-Discretionary Transaction AppFolio Inc. (NASDAQ: APPF) Chief Executive Officer William Shane Trigg disposed of 3,718 shares of Class A Common Stock on August 10, 2026, according to an SEC Form 4 filing. The transaction, valued at approximately $742,000 based on a weighted average sale price of $199.54 per share, was … Read more