AVUS has shifted slightly toward mega- and large-caps, increasing technology exposure. Read why I maintain a neutral rating on AVUS.

Lone Pine Capital’s Q4 2025 13F portfolio decreased slightly to $13.61B, with holdings rising from 25 to 32. Click here to read more about the portfolio.

Invesco Global Allocation Fund outperformed its benchmark in Q4 2025 by shifting to a recovery regime. Read the full analysis for more details.

The Fund returned 2.47% and the Russell 2500™ Value Index returned 3.15%. Stock selection in the information technology and industrials sectors detracted from relative performance, while stock ...

Fidelity Mid Cap Index Fund matched its benchmark with a 0.16% gain in the fourth quarter. Read the full analysis for more details.

What happens if the Medicare Hospital Insurance Trust Fund runs dry, and what can Congress do to prevent it? Seeking Alpha analysts weigh in. Read more here.

Northrop Grumman & U.S. Air Force test Sentinel ICBM modular silo prototype launch tube to cut costs and speed deployment.

Bristol Myers’ Camzyos shows strong Phase 3 results for teens with obstructive hypertrophic cardiomyopathy, boosting approval hopes and new ...

Worries about AI disruption have weighed on data software companies. Companies with defensible moat may be better positioned to handle this environment. Read more here.

U.S. stocks extended a historically fast rebound that began in early April, although upward momentum slowed in the final quarter of the year. Read more here.

Vertical Aerospace (EVTL) nears $800M+ funding to boost its balance sheet and advance Valo eVTOL certification and production.

The Virtus Zevenbergen Technology Fund returned 2.32% (Class INST) during the quarter, trailing the S&P North American Technology Sector Index's 3.39% return. Read more here.