When a hedge fund adds aggressively into a falling stock, it's rarely about momentum — it's about conviction. That's what's drawing attention to Chewy Inc (NYSE:CHWY) , after Viking Global Investors, led by Andreas Halvorsen, sharply increased its position.Track CHWY stock here.Viking boosted its stake in Chewy by nearly 147% on Dec. 18, 2025, adding more than 8 million shares and bringing total ownership to roughly 13.5 million shares, valued at around $437 million. While the position represents just over ...

Upgrades - UBS upgraded Brinker (EAT) to Buy from Neutral with a price target of $175, up from $144, citing the company's strong same-store sales momentum [2] - Raymond James upgraded Stryker (SYK) to Outperform from Market Perform with a price target of $418, indicating that the current valuation presents an attractive entry point [2] - BofA upgraded Allegiant Travel (ALGT) to Neutral from Underperform with a price target of $95, up from $55, noting that potential economic stimulus could benefit low-cost carriers and that Allegiant is maintaining flat capacity growth in 2026 [3] - Stephens upgraded Saia (SAIA) to Overweight from Equal Weight with a price target of $414, up from $308, believing that the bulk of new terminal noise is now resolved [4] - William Blair upgraded Medtronic (MDT) to Outperform from Market Perform, highlighting several new and ramping product launches this year [4] Downgrades - Wolfe Research downgraded Shopify (SHOP) to Peer Perform from Outperform, removing the previous price target of $185, due to elevated expectations and full valuation [5] - Freedom Capital downgraded Chevron (CVX) and Exxon Mobil (XOM) to Sell from Hold with price targets of $165 and $123, respectively, arguing that the current optimism in the U.S. oil and gas sector is unjustified [5] - UBS downgraded Lennar (LEN) to Neutral from Buy with a price target of $122, down from $137, suggesting that a return to 20%-plus gross margins may be delayed without a stronger industry recovery [5] - Wells Fargo downgraded D.R. Horton (DHI) to Equal Weight from Overweight with a price target of $155, down from $180, following recent analysis [5] - Baird downgraded Wells Fargo (WFC) to Underperform from Neutral, maintaining a price target of $90, citing limited upside for bank stocks in 2026 [5]

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Dive Brief: Amazon is developing a 30,000-square-foot last-mile delivery station in Weatherford, Oklahoma, according to a Dec. 18 emailed press release from the City of Weatherford. The facility marks the final stage of Amazon’s fulfillment process, according to the release. The project is expected to break ground in early 2026. “Starting at fulfillm ...

A U.S. judge on Monday rejected Amazon.com's bid to dismiss a lawsuit accusing the online retailer of price gouging during the COVID-19 pandemic. ...

Core Viewpoint - Outdoor Holding Company has authorized a discretionary share repurchase program to buy back up to $15 million of its outstanding common stock over the next twelve months, reflecting a focus on disciplined capital allocation and long-term shareholder value [1]. Share Repurchase Program - The repurchase program allows the company to buy shares through various methods, including open market purchases and privately negotiated transactions, in accordance with federal securities laws [2]. - The timing, volume, and value of repurchases will depend on market conditions, the company's liquidity, and other relevant factors, with no obligation to repurchase a specific number of shares [3]. - Funding for the repurchases will come from existing cash balances, future operating cash flows, or other legally available funds, adhering to the company's insider trading policy [4]. Company Overview - Outdoor Holding Company operates GunBroker.com, the largest online marketplace for firearms and related products, promoting responsible ownership and compliance with federal and state laws [5].

Core Insights - Asia's equity capital markets are projected to have a strong performance in 2026, continuing the momentum from 2025, which saw significant growth in share sales across the region [1][2] Group 1: Market Performance - In 2025, share listings, placements, and block trades in Asia Pacific raised $262.7 billion, marking the highest total in four years [2] - For the first time, four of the world's five busiest deal venues were located in Asia, driven by a rebound in Hong Kong and record IPOs in India [2] Group 2: Upcoming IPOs - Major IPOs expected in 2026 include Baidu Inc., Zepto Ltd., ChangXin Memory Technologies Inc., and Coca-Cola's India bottling unit [3] - Hong Kong listings of Chinese firms already traded in mainland China are anticipated to continue contributing to the IPO pipeline [3] Group 3: Regional Highlights - Hong Kong listings may raise up to $45 billion in 2026, potentially the largest amount in six years, while Indian IPOs are expected to achieve a third consecutive annual record [4] - Jio Platforms Ltd. is preparing for what could be India's largest-ever IPO, while A.S. Watson Group is considering a listing that could raise over $2 billion [8] Group 4: Notable Companies and Their Plans - Syngenta Group is in preliminary talks for a potential listing in 2026 after previously withdrawing a $9 billion plan [8] - Baidu's AI chip unit has confidentially filed for a Hong Kong IPO, valued at a minimum of $3 billion [8] - Other companies like Luxshare Precision Industry Co. and Muyuan Foods Co. are also pursuing significant IPOs in Hong Kong [8] Group 5: Indian Market Developments - PhonePe Ltd. has filed for an IPO that could raise up to $1.5 billion, valuing the fintech firm at approximately $15 billion [13] - Flipkart is exploring an IPO after moving its holding company to India, while Zepto aims to raise about $500 million through its IPO [13] Group 6: International Listings - SK Hynix Inc. is considering a potential New York listing to align its valuation with global peers [13] - Shein Group Ltd. has confidentially filed for a Hong Kong IPO, pending approval from Beijing [13]

元旦假期，中国家庭聚餐需求激增，餐桌上的变化悄然揭示着消费新趋势。京东生鲜消费数据显示， 2026年元旦期间，消费者选择呈现显著的品质化、场景化和健康化特征。从产地直采智利车厘子到大连 海参，从内蒙古羊肉到进口牛肉，这些产品的热销不仅反映了节日餐桌的丰盛，更揭示了中国家庭饮食 消费的趋势变化。 品质化消费：高端水果与进口食材成餐桌标配 元旦期间，进口高端水果成为家庭团聚的"餐桌名片"。智利车厘子延续往年热度，3J级10斤装礼盒销售 额同比增长145%，显示出消费者对高品质水果的持续追捧。值得注意的是，混合水果礼盒成为新趋 势，包含产地直采的云南蓝莓、丹东草莓和智利车厘子组合套装销售同比激增超10倍，体现了消费者对 多样化、高品质水果的复合需求。 果，而是根据品质和口味多元选择。 高端海鲜和进口肉类成为消费升级的标杆。大连即食海参销售同比增长接近16倍，反映消费者对高营 养、便捷食用海产品的追捧。厄瓜多尔白虾销量增长接近100%，保持稳定上升态势。 进口牛肉消费呈现明显增长，南美进口原切带芯后腱增长238%，大庄园进口草饲原切牛腱子更是实现 了超10倍的增长，显示消费者对高品质、可溯源进口肉类的需求持续扩大。 ...

It’s an unavoidable reality that anytime you place a wager in the options market, Wall Street pros — not the retail players — enjoy the house advantage. However, this advantage is embedded in the structure of risk modeling, which ironically leads to an opening for everyday traders, so long as you know how to exploit the mathematical loophole. Without getting too deep into the technicalities, market makers price risk based on a monotonic framework. Essentially, for every unit of distance away from the cur ...

Core Viewpoint - Amazon's stock performance presents a potential investment opportunity despite recent fluctuations in its price [1][3]. Group 1: Stock Performance - Amazon shares reached an all-time high in November 2025, with an average annual gain of 24% over the past 25 years and 40% over the last three years [1]. - The stock was only up about 5% in 2025, indicating a recent pause in its growth trajectory [3]. - The current stock price is $226.50, with a market capitalization of $2.4 trillion [4]. Group 2: Valuation Metrics - Amazon's forward-looking price-to-earnings (P/E) ratio is 28, significantly below its five-year average of 44, suggesting the stock may be undervalued [5]. - The price-to-sales ratio stands at 3.6, slightly above its five-year average of 3, indicating a potential overvaluation [5]. - Overall, Amazon's shares appear reasonably valued based on current metrics [5]. Group 3: Future Growth Potential - The company is expected to grow significantly in the future, driven by its dominance in online retail and leadership in cloud computing through Amazon Web Services (AWS) [6]. - The advertising division is also experiencing rapid growth, contributing to the company's overall expansion [6]. - Amazon benefits from competitive advantages such as network effects and economies of scale, positioning it well for future growth [6].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Coupang, Inc. securities between August 6, 2025, and December 16, 2025, of the upcoming lead plaintiff deadline for a class action lawsuit set for February 17, 2026 [1]. Group 1: Class Action Details - Investors who bought Coupang securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6]. - To serve as lead plaintiff, individuals must file a motion with the court by February 17, 2026 [3]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company at the time, and has consistently ranked highly in securities class action settlements since 2013 [4]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering funds for clients [4]. Group 3: Case Allegations - The lawsuit alleges that Coupang made false and misleading statements regarding its cybersecurity protocols, which allowed unauthorized access to sensitive customer information for nearly six months [5]. - It is claimed that the company failed to disclose this data breach, leading to increased regulatory and legal scrutiny [5]. - The lawsuit asserts that the public statements made by Coupang were materially false and misleading, resulting in investor damages when the truth was revealed [5].