All News
Polen Capital Initiates $122.9M Howmet Aerospace Stake
In a quarterly disclosure filed on August 4, 2026, Polen Capital Management revealed it had established a new position in Howmet Aerospace (HWM), a key...
Polen Capital Management Opens New $161M Position in ATI Inc.
In a new 13F filing, Polen Capital Management revealed it had established a significant new position in ATI Inc. (ATI) during the second quarter of 2026. The...
OpenAI Cuts AI Access for SpaceX-Owned Cursor, Citing Musk Contract Violations
OpenAI will terminate AI model access for the coding-assistant platform Cursor on November 12, 2026. The company stated it lacks confidence that SpaceX will...
Polen Capital Initiates Major $258M Position in GE Aerospace
Polen Capital Management, a firm known for its high-conviction, growth-oriented investment style, established a significant new stake in GE Aerospace during...
Polen Capital Reveals New $231M Stake in GE Vernova (GEV)
Polen Capital Management, a global asset manager known for its high-conviction growth strategies, established a new position in GE Vernova (GEV) with the...
Value Investor Pzena Takes New $241M Stake in Workday (WDAY)
Deep-value investment firm Pzena Investment Management established a new position in enterprise software company Workday during the second quarter of 2026,...
Value investor Richard Pzena takes a new $129M stake in China's KE Holdings
Deep value investor Richard Pzena's firm, Pzena Investment Management, disclosed a new stake in KE Holdings, a leading Chinese real estate platform. According...
Deerfield Management Discloses New $106.8M Stake in Mineralys Therapeutics
In a new 13F filing, healthcare-focused investment firm Deerfield Management revealed it has established a significant position in Mineralys Therapeutics...
John Rogers' Ariel Investments Discloses New $155M Haemonetics Stake
Ariel Investments, the firm founded by prominent value investor John Rogers, has initiated a new position in Haemonetics Corp. (HAE), a global medical...
Yacktman Asset Management initiates a new $120.31M position in Broadridge Financial
In a recent 13F filing, Yacktman Asset Management disclosed a new stake in Broadridge Financial Solutions, Inc. (BR) valued at $120.31 million. The filing,...
Farallon Capital Opens Major New $137M Position in Tyra Biosciences
Farallon Capital Management has established a new, significant stake in Tyra Biosciences (TYRA), a clinical-stage biotechnology company. According to its...
Farallon Capital Management Initiates New $217M Position in Mastercard (MA)
In a recent disclosure, Farallon Capital Management revealed it has established a significant new stake in Mastercard. The investment firm purchased 435,070...
Farallon Capital Discloses New $190M Stake in Tango Therapeutics
In a quarterly disclosure with the SEC, Farallon Capital Management revealed it established a new position in Tango Therapeutics (TNGX) by purchasing 9.10...
Electronic Arts launches Star Wars Zero Company, impacting upcoming financial results
Electronic Arts released Star Wars Zero Company on August 27, 2026. The single-player, turn-based tactics game is available on PlayStation 5, Xbox Series X|S,...
Blue Owl leads $2.4B IREN financing, targeting Nvidia Blackwell chips
Blue Owl Capital is leading a $2.4 billion financing package for AI cloud provider IREN Limited. The deal is structured as a $1.2 billion senior secured term...
BioNTech Halts Colorectal Cancer Vaccine Trial, Cites Survival Imbalance
BioNTech and partner Genentech terminated a Phase 2 trial for the mRNA-based cancer vaccine autogene cevumeran. The study focused on patients with high-risk...
TSMC Dominates Foundry Market with 73% Share, Driven by AI Demand
The global pure-play semiconductor foundry market grew 29% year-over-year in the second quarter of 2026. Counterpoint Research attributes this expansion to a...
🟢 Warby Parker is trading 6.24% up today in after-hours trading with no clear company-specific catalyst identified
Warby Parker is trading 6.24% up at $26.56 after-hours on August 28, 2026, versus the provided regular-session close of $25.00, with no clear company-specific...
🟢 QQA is trading 2.15% up in after-hours trading after NVIDIA reported $96.2 billion fiscal-second-quarter revenue
QQA is trading $57.26 (+2.15%) after NVIDIA reported $96.2 billion fiscal-second-quarter revenue, up 106% year over year. - QQA gained alongside technology...
🟢 ESAB is trading 9.6% up in after-hours trading amid broader industrials-sector strength
ESAB is trading 9.6% up at $83.71, with the move appearing most consistent with broader industrials-sector strength. - No clear company-specific announcement,...