Papa John’s is back in the spotlight after Irenic Capital Management quietly built a stake in the company during Q3, sources told Reuters. The move adds fuel to growing speculation about the future of the global pizza brand. 🔍 What We Know So Far 🍕 Why Now? Papa John’s has been the subject of ongoing...
Global markets retreated on Friday as megacap tech stocks dragged indexes lower and Federal Reserve officials signaled uncertainty about a December rate cut. ⚠️ What’s Driving the Pullback 🧠 What Experts Are Saying Seema Shah – Principal Global Investors Bill Fitzpatrick – Logan Capital Management Matthew Pallai – Nomura Capital Management 📌 What This Means...
Kimmeridge Energy Management, one of the most influential activist investors in the oil & gas sector, has taken a new position in Devon Energy (NYSE: DVN), according to fresh 13F filings. 🔍 Key Facts While the filing did not indicate whether Kimmeridge increased its stake after Sept. 30, the move signals rising activist attention on...
Teamshares, a fast-growing buyer of small and mid-sized U.S. businesses, is set to go public via a $746 million SPAC merger with Live Oak Acquisition Corp, backed by funds advised by T. Rowe Price. This marks another sign that SPACs are officially back in 2025, with major institutional investors returning to the structure after years...
The explosive rally in AI stocks is creating a market risk that has no historical playbook, warns Stefan Hoops, CEO of DWS (≈ €1.1 trillion AUM). Unlike the dotcom bubble, this time it’s retail investors, not institutions, driving much of the AI frenzy – and their behaviour in a real downturn is still untested. ⚠️...
Investor appetite for U.S. equities cooled sharply last week, with inflows slipping to $1.15B — the weakest since mid-October — as markets reassess the durability of the AI-led rally and signs of softer U.S. labour conditions. 📉 Tech Momentum Loses Steam Yet, UBS CIO Mark Haefele notes valuations are still well below dot-com bubble levels:➡️...