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News

OPINIONS

 dan-loebs-third-point-bets-big-on-ai-tech-with-442-million-nvidia-stakeexits-energy-steel-in-q2-portfolio-overhaul

Third Point's Q2 2025 13F: $442M NVIDIA stake, new tech bets like Meta, exits energy & steel. Full portfolio overhaul d...

 etfs-with-major-coinbase-stakes-surge-as-coin-prepares-to-join-sp-500

With Coinbase (COIN) set to be added to the S&P 500 on May 19, ETFs with exposure to the stock have seen a surge in value.

 cathie-wood-says-palantir-tesla-coinbase-and-this-amazon-rival-are-tip-of-the-spear-as-innovation-disrupts-old-world-in-equity-benchmarks

Fund manager Cathie Wood highlighted a handful of innovative and disruptive stocks that she says are set to displace the old gu...

 wall-street-climbs-as-inflation-cools-nasdaq-100-hits-10-week-highs

U.S. stocks edged higher as April inflation cooled more than expected. Nasdaq 100 surged, led by semis and financials.

 coinbase-could-see-up-to-16b-net-inflows-after-sp-500-entry-bernstein

Bernstein bullish on Coinbase after S&P 500 inclusion, projecting $16B in potential inflows from passive & active inves...

 coinbase-stock-jumps-nearly-11-after-hours-monday-heres-why

Coinbase Global Inc., America's largest crypto exchange, is set to join the S&P 500, replacing Discover Financial Servi...

Core News & Articles

https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20250512-1478052/1478052_dfs5.pdf

 jefferies-downgrades-discover-financial-servs-to-hold-announces-180-price-target

Jefferies analyst John Hecht downgrades Discover Financial servs (NYSE:DFS) from Buy to Hold and announces $180 price target.

 tariffs-bite-dan-loebs-portfolio-thermo-fisher-hit-hard-discover-shines

Year to date, Thermo Fisher fell about 21.03%, both underperforming the iShares U.S. Healthcare ETF, which declined about 2.36%.

 tesla-palantir-and-coinbase-are-among-top-11-large-cap-gainers-last-week-apr-21-apr-25-are-the-others-in-your-portfolio

These large-cap stocks had strong gains last week. Mobileye, ServiceNow, and Microchip saw the biggest jumps, while Tesla and R...

 truist-securities-maintains-buy-on-discover-financial-servs-raises-price-target-to-229

Truist Securities analyst Brian Foran maintains Discover Financial servs (NYSE:DFS) with a Buy and raises the price target f...

 wall-street-rally-extends-into-third-day-whats-driving-markets-thursday

U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announc...

 td-securities-maintains-buy-on-discover-financial-servs-lowers-price-target-to-184

TD Securities analyst Moshe Orenbuch maintains Discover Financial servs (NYSE:DFS) with a Buy and lowers the price target fr...

 discover-financial-reports-better-than-expected-q1-expects-capital-one-merger-to-close-in-may

Discover Financial Services releases its first-quarter results after Wednesday's closing bell. Here's a look at the key...

 discover-finl-q1-eps-425-beats-339-estimate-sales-425b-beat-422b-estimate

Discover Finl (NYSE:DFS) reported quarterly earnings of $4.25 per share which beat the analyst consensus estimate of $3.39 by 2...

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