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Latest in Activist ValueAct is poised to trim fat and help boost profits at Meta Platforms. Here’s how

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  • Activist ValueAct is poised to trim fat and help boost profits at Meta Platforms. Here’s how

    Artificial intelligence is a powerful tool in Meta Platforms' arsenal, and if it's optimized, it can contribute to earnings per share growth.
    Business - CNBC - 16 hours ago

  • Activist investor ValueAct has $1 billion stake in Meta, sources say

    Activist investor ValueAct has a $1 billion stake in Facebook parent Meta, according to people familiar with the matter.
    Business - CNBC - 4 days ago

  • How activist Starboard may help boost value in Kenvue's skin and beauty business

    Starboard Value and Kenvue seem to be aligned, and the conditions might be right for value creation.
    Business - CNBC - October 26
  • Here's How Many Hours Netflix Users Spend On The Platform Every Day

    Here's How Many Hours Netflix Users Spend On The Platform Every Day

    People watch a lot of Netflix, but just how much do they watch? As part of Netflix's latest earnings briefing , the company revealed the number of hours the average paid subscriber watches: ...
    Tech - GameSpot - October 18

  • Next profits poised to top £1bn for first time

    UK retail bellwether raises outlook for third time in three months on the arrival of colder weather
    World - Financial Times - October 30
  • This startup’s AI platform could replace 90% of your accounting tasks—here’s how

    This startup’s AI platform could replace 90% of your accounting tasks—here’s how

    Puzzle, a fintech startup, launches an AI-powered accounting platform that automates 90% of routine tasks, aiming to support accountants and streamline business finances.
    Tech - VentureBeat - 2 days ago

  • How Taxpayers Are Helping Health Insurers Make Even Bigger Profits

    Local governments often face extra fees when employees get out-of-network medical care, but some don’t track the insurance charges or even know about them.
    Business - The New York Times - October 28
  • Meta Platforms Defeats Shareholder Lawsuit Over Child Safety Claims

    Meta Platforms Defeats Shareholder Lawsuit Over Child Safety Claims

    The plaintiffs said Meta misled them about how it makes Instagram and Facebook safe for younger users. A federal judge in San Francisco disagreed.
    Business - Inc. - October 23

  • Meta Fined $843 Million by EU Over Marketplace Ads Platform

    The European Commission said the company tied its classified-ads platform to its flagship social network, undermining competition.
    Tech - The Wall Street Journal - 2 days ago

  • Meta misses on user growth, warns of 2025 jump in AI spending

    Meta reported weaker-than-expected user numbers and warned of a significant acceleration in its infrastructure expenses in 2025 in its third-quarter earnings.
    Business - CNBC - October 30

  • We're trimming a bank stock on tear since earnings, booking nearly a 100% profit

    This sale does not reflect any change in our long-standing positive view on the bank and the job the CEO is doing.
    Business - CNBC - October 25

  • Apple, Meta and Amazon must show the stock market that AI spending is paying off

    Big-tech bellwethers facing scrutiny on whether they are meeting competitive challenges.
    Business - MarketWatch - October 30
  • Meta Fined $840 Million in Europe for Boosting Marketplace Unfairly

    Meta Fined $840 Million in Europe for Boosting Marketplace Unfairly

    Meta said it would appeal the decision by the European Union, which said the company had abused its dominance in social networking to strengthen its shopping and classified ads service.
    Business - The New York Times - 2 days ago
  • Meta Earnings Show Revenue Increase, Even as Spending Spree Continues

    Meta Earnings Show Revenue Increase, Even as Spending Spree Continues

    The Silicon Valley company, which owns Facebook, Instagram and WhatsApp, said it does not plan to slow down its investments anytime soon.
    Business - The New York Times - October 31
  • Edge data is critical to AI — here’s how Dell is helping enterprises unlock its value

    Edge data is critical to AI — here’s how Dell is helping enterprises unlock its value

    In this age of AI, enterprises need to be able to quickly access and extract value from edge data. Here's how Dell is helping them do it.
    Tech - VentureBeat - 4 days ago
  • How Deion Sanders Has Colorado Poised to Make the College Football Playoff

    How Deion Sanders Has Colorado Poised to Make the College Football Playoff

    B.Y.U. leads the Big 12, but Colorado is the new projected conference champion, a columnist for The Athletic writes.
    Sports - The New York Times - 5 days ago

  • Honeywell jumps on activist push for a breakup. Here's our plan for the stock now

    Jim Cramer isn't the only one who thinks Honeywell needs to reshape its sprawling portfolio.
    Business - CNBC - 4 days ago

  • Reddit’s stock soars after social-media platform turns a profit, beats Q3 sales and earnings estimates

    Reddit said Tuesday that it turned a profit in its third quarter — a first for the social-media platform since becoming a public company earlier this year.
    Business - MarketWatch - October 30

  • PayPal beat big on a profit metric, but here’s why its stock is falling

    PayPal’s fourth-quarter revenue view came in below expectations. The company said it’s focusing on “profitable growth.”
    Business - MarketWatch - October 29
  • Amazon reports boost in quarterly profits, exceeds revenue estimates as it invests in AI

    Amazon reports boost in quarterly profits, exceeds revenue estimates as it invests in AI

    Amazon reported a boost in its quarterly profits Thursday and exceeded revenue estimates
    Tech - ABC News - October 31

  • Sony stock rises as gaming and imaging units boost profits

    Sony shares rose in premarket trade Friday after the company reported booming profit growth in the fiscal second quarter.
    Business - MarketWatch - November 8
  • SoftBank returns to profit as Indian IPOs boost Vision Fund gains

    SoftBank returns to profit as Indian IPOs boost Vision Fund gains

    Investors await founder Masayoshi Son’s next big move on artificial intelligence
    Business - Financial Times - 4 days ago

  • Meta's stock drop tells the wrong story on earnings — so, we're boosting our price target

    Don't let the after-hours stock action fool you, Meta delivered one heck of a strong quarter and rosy revenue guidance.
    Business - CNBC - October 31
  • How game developers win in a soft market dominated by big platforms

    How game developers win in a soft market dominated by big platforms

    During the latest stop of the GamesBeat Global Tour, Aldora CEO Joost van Dreunenbut addressed new ways to monetize and reach customers.
    Tech - VentureBeat - October 18
  • How Elon Musk’s X Account Dominates the Platform Ahead of the Election

    How Elon Musk’s X Account Dominates the Platform Ahead of the Election

    The billionaire has effectively become the star of his social media platform, transforming X into a reflection of his personal views before the election.
    Business - The New York Times - November 3
  • How Trump’s Victory Grants Election Betting Platforms a Promising Future

    How Trump’s Victory Grants Election Betting Platforms a Promising Future

    Long prohibited by regulators, U.S. forecasting sites recently won the right to offer bets on national elections—a liberty Trump is unlikely to roll back after the bettors backed him to win.
    Business - Inc. - November 6
  • Four things enterprises need to think about for effective agents

    Four things enterprises need to think about for effective agents

    Writer CEO May Habib explains the four things companies need to know before setting off on their agentic AI journey.
    Tech - VentureBeat - 4 days ago

  • Our lone oil-and-gas stock strikes 2 smart deals — plus, AMD sharpens its AI focus

    Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
    Business - CNBC - 3 days ago
  • Meta's third-quarter profit surges 35% reflecting strong ad revenue and its AI push

    Meta's third-quarter profit surges 35% reflecting strong ad revenue and its AI push

    Meta Platforms Inc. has posted stronger-than-expected third-quarter results fueled by its advertising revenue growth and its push to incorporate artificial intelligence
    Tech - ABC News - October 30
  • Here Are Some Resources to Help Veterans Found Businesses

    Here Are Some Resources to Help Veterans Found Businesses

    Many veterans face challenges in starting small businesses. These public and private sector resources can offer support.
    Business - Inc. - 5 days ago

  • Alibaba’s stock turns lower as investments to meet AI demand hurt profitability

    Alibaba’s stock knee-jerked up after earnings then reversed lower, as revenue missed expectations and ’aggressive’ investments on AI capabilities weighed on profitability.
    Business - MarketWatch - Yesterday
  • How Robert Smith of the Cure Became Rock’s Most Dogged Activist

    How Robert Smith of the Cure Became Rock’s Most Dogged Activist

    With his band’s first new album in 16 years out Friday, post-punk’s dark prince discusses enduring on his own terms and clashing with the most powerful company in live music.
    Top stories - The New York Times - November 1

  • Activist Jana is back in the kitchen at Lamb Weston – Here’s what could happen next

    Jana Partners and Continental Grain plan to speak with the potato processing giant about its financial performance and the start of a strategic review.
    Business - CNBC - November 2
  • How Amazon Sellers Can Boost Their Holiday Sales

    How Amazon Sellers Can Boost Their Holiday Sales

    Cyber Week should be brands’ top priority this holiday season. These strategies can help.
    Business - Inc. - October 28

  • Trump’s fat tails

    What do we really know about him and markets?
    World - Financial Times - November 7
  • Here’s Why Meta Getting on the AI Search Bandwagon Could Change the Entire Online Ad Market

    Here’s Why Meta Getting on the AI Search Bandwagon Could Change the Entire Online Ad Market

    Meta is taking on Google and Microsoft by developing its own AI search engine. The repercussions for the digital advertising market could be huge.
    Business - Inc. - October 29
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  • Activist Valueact Poised
  • Valueact Poised Trim
  • Poised Trim Fat
  • Trim Fat Help
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