Good morning. BP makes history in its C-suite. Fortune's energy editor, Jordan Blum, reported that BP hired Woodside Energy leader Meg O'Neill as CEO, effective April 1. Current BP CEO Murray Auchincloss stepped down on Thursday but will serve in an advisory role through 2026, while Carol Howle, BP's EVP of supply, trading, and shipping, will serve as interim CEO. O'Neill will become the first-ever woman chief executive of a Big Oil giant—typically defined as BP, Shell, Exxon Mobil, Chevron, and TotalEnergi ...

We came across a bullish thesis on Compass, Inc. on Valueinvestorsclub.com by TooCheapToIgnore. In this article, we will summarize the bulls’ thesis on COMP. Compass, Inc.'s share was trading at $10.53 as of December 17th. COMP’s forward P/E was 25.91 according to Yahoo Finance. Two people carrying cardboard boxes Compass, Inc. (COMP) is a tech-enabled real estate services company that has become the largest brokerage in the U.S., now complemented by ancillary services such as title, escrow, and mortgage ...

We recently published 10 Big Names Investors Are Dumping. Opendoor Technologies Inc. (NASDAQ:OPEN) is one of the worst performers on Wednesday. Opendoor Technologies tumbled by 9.06 percent on Wednesday to finish at $6.12 apiece as investors took path from pessimism in the broader market, while digesting changes in its leadership composition. In a regulatory filing earlier this week, Opendoor Technologies Inc. (NASDAQ:OPEN) announced the appointment of Lucas Matheson as president, effective Dec. 22, 202 ...

Glen Coates to head OpenAI’s app platform and help turn ChatGPT into an operating system.The head of Shopify’s core product is leaving the company after nearly seven years to join ChatGPT maker OpenAI and lead its app development.New York City-based Glen Coates, who was vice-president (VP) and head of core product at the Canadian e-commerce giant, announced his new role on social media on Monday. Coates will be the head of OpenAI’s app platform and will be tasked with turning ChatGPT into an operating syst ...

Core Viewpoint - Nextdoor is being highlighted as a potential hidden opportunity in the artificial intelligence (AI) sector, with a hedge fund manager predicting a significant price increase for its stock based on its unique user base and data potential [3][11]. Company Overview - Nextdoor operates as an online forum focused on neighborhoods and local businesses, allowing users to engage in community discussions and share local information [5][6]. - The platform has approximately 100 million users, which is seen as a valuable asset for AI systems that require real-world data [11][12]. Investment Perspective - Eric Jackson, the founder of EMJ Capital, has set a price target of $374 for Nextdoor, suggesting an upside of over 15,500% from its current price of $2.39 [3]. - Jackson believes that Nextdoor's user base provides "raw input" necessary for developing agentic AI systems, positioning the company as more than just a social media platform [11][12]. - The valuation approach used by Jackson involves comparing Nextdoor to other platforms like Yelp and Reddit, suggesting a potential shift in its business model towards data analytics and professional services [13]. Market Dynamics - Jackson's previous successful investments indicate a potential for Nextdoor to attract attention from retail and institutional investors, which could lead to significant stock price movements [9][10]. - However, there are concerns that the stock may become a target for day traders, which could lead to volatility and risks for long-term investors [15][16].

Hedge fund manager Eric Jackson, who gained popularity among trading circles for triggering the Opendoor Technologies (Nasdaq: OPEN) rally this year, is now betting on a business model that has found detractors among leading providers of stock market indices. Jackson is a tech and media investor who founded a hedge fund called EMJ Capital Ltd. in Canada in 2017 where he serves as president and portfolio manager. The fund uses a proprietary AI/ML-driven algorithm to choose tech equities. The hedge fund m ...

Eric Jackson, hedge fund manager known for his bullish calls on Opendoor Technologies, Inc. (NASDAQ:OPEN) and Carvana Co. (NYSE:CVNA) , has announced plans to become CEO of a publicly-traded crypto treasury company. SRXH stock is soaring. See the chart and price action here. On Tuesday, SRx Health Solutions, Inc. (AMEX:SRXH) announced it has signed a definitive agreement to acquire EMJ Crypto Technologies (EMJX), a platform designed for managing digital asset treasuries and founded by Jackson. Read Next: El ...

Good morning. M&A made a comeback this year, but growth is lagging in the middle market.PwC’s U.S. Deals 2026 Outlook, released this morning, credits the AI boom and a revitalized private equity (PE) activity for the market achieving 10,333 deals worth $1.6 trillion through Nov. 30, 2025. Total deal value rose about 45% from last year and was the second-highest ever recorded, even amid major shifts in economic policy, such as tariffs.Courtesy of PwCBig bets on AI helped drive activity among tech companies—e ...

North America Equity Research December 2025 US Internet 2026 Outlook Doug Anmuth AC (212) 622-6571 douglas.anmuth@jpmorgan.com J.P. Morgan Securities LLC Dae Lee, CFA AC (415) 315-8500 dae.k.lee@jpmorgan.com J.P. Morgan Securities LLC Bryan M. Smilek AC (212) 622-8886 bryan.smilek@jpmorgan.com J.P. Morgan Securities LLC Neeraj Kookada, CFA (212) 622-0270 neeraj.s.kookada@jpmorgan.com J.P. Morgan Securities LLC Margaret Hoffman (212) 622-1710 margaret.hoffman@jpmchase.com J.P. Morgan Securities LLC See the e ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Online real estate platform Opendoor Technologies on Monday announced it promoted interim CFO Christy Schwartz to become permanent finance chief, effective Jan. 1. The company also hired Lucas Matheson, previously the CEO of Coinbase Canada, to become president, replacing Shrisha Radhakrishna, who will continue to serve as chief technology and product officer, ...