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3 Reasons to Sell NDSN and 1 Stock to Buy Instead
StockStory1d agoneutral
3 Reasons to Sell NDSN and 1 Stock to Buy Instead

Even though Nordson (currently trading at $311.34 per share) has gained 5.7% over the last six months, it has lagged the S&P 500’s 13.5% return during that period. This may have investors wondering how to approach the situation.

Berkshire ups Alphabet stake under Greg Abel, making it a top-3 holding
Yahoo Finance Video1d agoneutralVIDEO
Berkshire ups Alphabet stake under Greg Abel, making it a top-3 holding

Berkshire Hathaway (BRK-A, BRK-B), under new CEO Greg Abel, increased its Alphabet position, making the Google parent its third-largest U.S.-listed equity holding by market value, behind Apple (AAPL) and American Express (AXP). According to a new filing, Berkshire held roughly 106 million Alphabet shares, valued at $37.9 billion, as of the end of June. Recent reporting confirms Berkshire invested about $10 billion in Alphabet during the second quarter.

2 Reasons to Like AMAL and 1 to Stay Skeptical
StockStory1d agoneutral
2 Reasons to Like AMAL and 1 to Stay Skeptical

Amalgamated Financial currently trades at $49.89 and has been a dream stock for shareholders. It’s returned 214% since August 2021, nearly tripling the S&P 500’s 73.7% gain. The company has also beaten the index over the past six months as its stock price is up 23.8% thanks to its solid quarterly results.

Investing.com1d agoneutral
Berkshire Hathaway expands Alphabet stake and trims bank exposure in Q2

Investing.com -- Berkshire Hathaway (NYSE:BRKb) aggressively expanded its stake in Alphabet Inc (NASDAQ:GOOGL) during the second quarter, signaling a deepening conviction in the technology giant’s strategic trajectory. According to the Omaha-based conglomerate’s latest 13F filing, the firm added tens of millions of shares across both share classes, lifting its Class C holdings to over 27 million while bolstering its Class A position to nearly 79 million shares. Against that backdrop of tech accu

Broadcom (AVGO) Faces A $370 Billion AI Financing Risk Question
Simply Wall St.1d agoneutral
Broadcom (AVGO) Faces A $370 Billion AI Financing Risk Question

Broadcom (NasdaqGS:AVGO) is using a chip financing vehicle that could reach US$370b in senior debt by mid 2029 to support its AI platform growth. The structure backstops customer lease obligations on Broadcom AI chips, which may leave the company exposed if customers default on payments. The potential scale of this off balance sheet style financing raises questions about Broadcom's future risk profile and capital structure. For anyone tracking how AI infrastructure spending is being...

Humana, UnitedHealth trim Medicare Advantage on rising costs
Yahoo Finance Video1d agoneutralVIDEO
Humana, UnitedHealth trim Medicare Advantage on rising costs

Yahoo Finance Senior Columnist Kerry Hannon explains that major health insurers like Humana (HUM) and UnitedHealth Group (UNH) are dropping hundreds of thousands of Medicare Advantage members to protect profit margins as rising utilization drives up costs.

Basic Materials Roundup: Market Talk
The Wall Street Journal1d agoneutral
Basic Materials Roundup: Market Talk

Find insight on Antofagasta, Zambia’s copper mining industry, London’s miners and more in the latest Market Talks covering basic materials.