Third Point boosts its stake in these ‘Magnificent Seven’ stocks — but offloads this one

• What to know about the market as the ‘Magnificent Seven’ stocks lose momentum

  Market leadership changes, but the fundamentals of good investing never do.
  
  MarketWatch - 4d

• Momentum stocks like Palantir are off to a strong start in 2025 — even after DeepSeek disrupted the ‘Magnificent Seven’

  Big Tech stocks like Apple, Tesla and Nvidia are off to a rocky start in 2025. But Wall Street’s momentum machine has kept on churning even without their help.
  
  MarketWatch - Feb. 12

• ‘Magnificent Seven’ stocks may be cheap and the S&P 493 expensive, Bridgewater says. Here’s why.

  It’s generally accepted that the Magnificent Seven megacap stocks are expensive and the remaining 493 stocks in the S&P 500 are not very pricey. But that may be wrong.
  
  MarketWatch - 6d
• 

  Wall Street’s Magnificent Seven lose their shine

  Big-name groups such as Tesla have slid in 2025 after posting strong gains in previous two years
  
  Financial Times - 4d

• Schwab is buying back a chunk of its stock as TD sells its 10% stake

  Even after buying the $1.5 billion in stock, Schwab will still have $7.2 billion remaining under its existing stock-buyback program.
  
  MarketWatch - Feb. 10

• DaVita’s stock leads S&P 500 decliners after Berkshire pares stake. Its soft guidance isn’t helping.

  DaVita shares were tumbling 13.5% Friday to lead S&P 500 decliners, after Warren Buffett’s Berkshire Hathaway pared its stake in the provider of kidney dialysis.
  
  MarketWatch - 5d

• The ‘Magnificent Seven’ companies just did something they haven’t in two years. Goldman says it’s time to make a shift.

  Goldman Sachs finds an oddity under the hood of earnings season when it comes to major technology companies.
  
  MarketWatch - Feb. 10

• SoundHound’s stock sinks as Nvidia sells off stake. What comes next?

  Nvidia’s latest 13-F filing also indicated that it sold its stake in Serve Robotics, and shares of the self-driving-technology company were also sliding Friday.
  
  MarketWatch - 5d

• We're exiting our stake in a disappointing stock that's getting a Berkshire bump

  After the trade, Jim Cramer's Charitable Trust will no longer have a position in the alcohol stock.
  
  CNBC - 1d

More from MarketWatch

• Apple hopes adding this feature to its lower-priced iPhone will make it more enticing

  Apple’s iPhone 16e, the latest addition to its lower-cost line of smartphones, is priced higher than expected.
  
  MarketWatch - 4h

• There’s buzz around a $5,000 DOGE dividend, but this tax refund faces a lot of hurdles

  Elon Musk has promised to talk with President Trump about a proposed payout to taxpayers funded by their new Department of Government Efficiency. But the “DOGE dividend” faces some potential ...
  
  MarketWatch - 5h

• Here’s how Enovix’s soft guidance derailed the battery maker’s stock

  Softer outlook for battery maker sends its stock down 2%.
  
  MarketWatch - 5h

• Carvana says it had a record year. Why its stock is falling anyway.

  Online used-car sales platform reports better fourth-quarter results, but shares drop after hours.
  
  MarketWatch - 5h

• Cheesecake Factory says ‘distinct, high-quality’ dining is still in demand amid discounts elsewhere

  Cheesecake Factory Inc. on Wednesday reported fourth-quarter profit and revenue that were above expectations, amid demand for what executives called “distinct, high-quality dining experiences.”
  
  MarketWatch - 5h

More in Business

• China is likely to cut its benchmark policy rate next month, economists say, after PBOC keeps LPR steady

  The PBOC has in recent months sought to defend the yuan as it faces downward pressure amid threats of higher tariffs.
  
  CNBC - 48m

• Who is Friedrich Merz, the favorite to become Germany's new chancellor?

  Friedrich Merz, who is poised to become Germany's chancellor in a CDU-led government, has extensive experience as a lawyer and working with major corporations.
  
  CNBC - 59m
• 

  British Business Bank told to refocus lending on priority sectors

  Ministers want financial firepower targeted at areas highlighted in industrial strategy
  
  Financial Times - 2h
• 

  Politico’s owner praises JD Vance for ‘inspiring message’

  Mathias Döpfner says many Europeans had ‘intentionally misunderstood’ the US vice-president’s speech that caused widespread horror
  
  Financial Times - 2h
• 

  Trump’s freewheeling disruption could extend to the dollar

  The president’s conviction that US currency strength gives trading partners an unfair advantage is well known
  
  Financial Times - 2h