Janus Henderson Investors, an investment management company, released its third-quarter 2025 investor letter for its “Janus Henderson Global Technology and Innovation Fund”. A copy of the letter can be downloaded here. The technology sector generated strong results in the quarter, driven by the semiconductor complex and hardware makers, which outpaced the broader equities. The fund returned 9.19% in the quarter, compared to the S&P 500 Index’s 8.12% return and the MSCI All Country World Information Technol ...

Group 1 - Palantir Technologies' shares increased by 3.54% over the last five trading sessions [1] - The stock had previously gained 1.59% in the five sessions before the recent increase [1]

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Best wishes to all of our Wall Street Breakfast readership as we go into the holiday season. WSB won't be published with markets closed tomorrow, but tune back in on Friday.Also, a reminder... The WSB poll on the "Outlook For 2026" is still open. Take the survey here if you haven't already, and see the current results. Latest in trending news on Seeking Alpha:Targeted r ...

Core Insights - Wuxiang New District in Nanning serves as a pivotal area for China-ASEAN exchanges, leveraging multiple national-level platforms to foster high-quality economic development [1] Electronic Information Sector - Nanning Chuxin Integrated Circuit Design Co., Ltd. specializes in R&D and sales of liquid crystal display driver chips, achieving mainstream performance and projected sales exceeding 400 million yuan this year [2] - The company has accumulated 94 intellectual property rights and established a collaborative industrial chain ecosystem, enhancing Guangxi's semiconductor industry [2] Advanced Manufacturing - Guangxi Aige Workshop Home Furnishing Co., Ltd. has upgraded its production line with AI technology, improving efficiency and driving local employment and income growth [3] Cultural Industry - Nanning Peak Culture Communication Co., Ltd. is the only animation enterprise in Guangxi with a full industrial chain, creating IPs that have reached over 80 countries and transformed into the AIGC track [4] - The company has developed a short video creation platform that generates culturally relevant content for Southeast Asia, promoting Chinese culture globally [4] Artificial Intelligence - The South AI Center in Wuxiang New District aims to build an AI industry cooperation hub with ASEAN, focusing on intelligent terminals and cross-border digital services [5] - Jieduanzhe Robotics, a subsidiary of Guangxi Shijiayi Technology Co., Ltd., is positioned as a key player in the robotics sector, supported by its parent company [5] Business Environment - The South AI Center Park offers customized services to optimize the business environment, attracting high-quality AI enterprises and cross-border projects [6] - Wuxiang New District hosts 9 national-level innovation platforms and 403 high-tech enterprises, showcasing a strong cluster effect in innovation and technology [6] Future Outlook - Wuxiang New District plans to cultivate its industrial ecosystem, enhance digital empowerment, and expand opportunities for private enterprises, contributing to the region's economic development [7]

Ares Capital ( ARCC ) and Blue Owl Capital Corp ( OBDC ) are two heavyweights in the world of Business Development Companies ( BDC ), considered "blue chips" in the sector thanks to their size and long history. There is intenseMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and ...

Core Viewpoint - The article highlights the performance of a regional casino operator, suggesting it remains one of the best plays among smaller operators in the industry [1]. Group 1: Company Overview - The company is recognized for its strong positioning within the regional casino market, indicating a competitive advantage over peers [1]. Group 2: Analyst Background - The analyst has extensive experience in equity analysis, focusing on the U.S. restaurant industry and related sectors, including casinos and gaming [2]. - The research firm specializes in uncovering hidden value in micro and small-cap stocks, which are often overlooked by mainstream analysts [2].

Core Insights - Ares Capital (ARCC) and Blue Owl Capital Corp (OBDC) are recognized as leading firms in the Business Development Companies (BDC) sector, often referred to as "blue chips" due to their substantial size and established history [1]. Group 1 - Ares Capital and Blue Owl Capital are significant players in the BDC industry, indicating a competitive landscape [1]. - The firms are noted for their long-standing presence, which contributes to their reputation and stability in the market [1].

Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 69.2% and 61.3% on a gross and net basis, since inception through September 30, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In addition, please check the fund’s top five holdings to know its best picks in 2025. ...

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ALSO READ: Quote of the Day by Franz Kafka: 'Start with what is right rather than…'— Top quotes by the Absurdist fiction novelistShoppers are encouraged to confirm hours locally before heading out.Which stores are open on Christmas Day?If you need essentials on Christmas Day, options are limited but not nonexistent. A small group of stores and gas stations plan to stay open, though some locations may close early or adjust hours. Stores open include Albertsons, CVS, 7-Eleven, Circle K, Safeway, Walgreens at ...