The fund lagged the S&P 500 and Russell 1000 Value Index in Q2 2026, returning 3.87% before exiting BIO. Longleaf Partners Fund posted a 3.87% return in Q2 2026, trailing the S&P 500’s 15.20% gain and the Russell 1000 Value Index’s 13.87% advance. The underperformance prom
Disappointing pipeline results for a key drug led to a pullback in REGN shares, trimming its market cap to $69.66 billion. Regeneron Pharmaceuticals (REGN) closed at $664.52 on July 10, 2026, down after a failed clinical trial for a pipeline drug. The setback reduced its m
Quick Read - Tesla (TSLA) earns a HOLD at $400, with a bull-case target of $473 and a bear-case floor of $357 hinging on Robotaxi and Optimus delivery. - GM's 26x P/E and Rivian's (RIVN) negative 68% net margin frame how much Tesla's 404x trailing multiple bets on AI and... <
Apple Inc (NASDAQ:AAPL, XETRA:APC) has filed a lawsuit in the US District Court for the Northern District of California accusing OpenAI (Unlisted:OPAI), its hardware subsidiary io Products, and two former Apple employees of misappropriating trade secrets related to the...
Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its "Partners Fund". A copy of the letter can be downloaded here The letter states that the portfolio holdings are attractive now based on both P/V and
Quick Read - GDX's 43% one-year return nearly doubles IAU's 23%, as fixed mining costs let rising gold prices compound into disproportionate margins and free cash flow. - Over ten years IAU's 193% return beats GDX, but the miner advantage is cyclical. GDX is already down 1
Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its "Partners Fund". A copy of the letter can be downloaded here The letter states that the portfolio holdings are attractive now based on both P/V and
Apple (AAPL) has acquired data log management and observability startup SigScalr, the European Commission said. - Tech companies that are under the jurisdiction of the Digital Markets Act are required to notify the E.C. of their acquisitions. - Apple's acquisition took place
Intel, AMD, and Applied Materials drop after SK Hynix’s profit estimate misses consensus by 8%, compounded by oil price surge. Shares of Intel, AMD, and Applied Materials fell 4% in early trading after SK Hynix’s Q2 2026 profit estimate missed consensus by 8%, triggering a
NVDA shares rose as the company dismissed claims of a 2028 launch delay for its Kyber rack architecture, reinforcing its AI leadership. Nvidia’s market capitalization exceeded $5 trillion after the company refuted reports of a delay in its Kyber rack architecture launch. T
ادخل بحساب جوجل لمشاركة رأيك والتفاعل مع الأخبار — بلا كلمة مرور.
إيميلك يبقى موثّقاً وخصوصيتك محفوظة.