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Starboard Value names three must-own stocks heading into 2026
Invezz· 2025-10-22 12:39
Activist investor Jeffrey Smith of Starboard Value unveiled three high-conviction stock picks at the 13D Monitor Active-Passive Investor Summit in New York this week. The selections – Bill Holdings, T... ...
These are UBS's 10 highest-conviction stock picks in the hottest corner of the market
Yahoo Finance· 2025-10-01 17:15
Tech, media, and telecom stocks are on a tear in 2025. The technology and communication services sectors are both beating the S&P 500 this year. UBS highlighted its top 10 highest-conviction calls in the red-hot sector of the market. It's been another big year for tech in 2025. The broader tech, media, and telecommunications sector is one of the hottest corners of the market, and UBS shared its top picks this week. Within the S&P 500, tech stocks are up 20% year-to-date, while communications serv ...