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Elliott Management’s stake in Synopsys could boost margins
Chip design software company Synopsys (NASDAQ: SNPS) should increase its prices in an effort to raise its margins, a strategy pushed by activist investor Elliott Investment Management who purchased a large stake in the company. Synopsys has pricing power and is currently not using it to increase its profit margins. Elliott has a multibillion-dollar investment […]
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Freeport-McMoRan’s copper remains high in demand
The strong demand for copper will push prices to grow 25% by next year to meet the needs of building infrastructure for artificial intelligence and the low-carbon transition, driving growth for miner Freeport-McMoRan (NYSE: FCX). Copper prices started to surge late in 2025 and have slowed down recently due to concerns that the war in […]
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Amgen’s cholesterol and immunology drugs outshine the competition
Amgen (NASDAQ: AMGN) is placing a bet that its group of cardiovascular and immunology drugs will help the biotech outshine its competition. The pharmaceutical behemoth, which has a market cap of $187 billion, is investing in cardiology and immunology, two specialties that have produced innovative drugs to boost its revenue. Focus on cardiology, immunology specialties […]
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Bath & Body Works seeks a refresh
Bath & Body Works (NYSE: BBWI) has struggled with a litany of woes over the past couple years, watching its stock drop 60% during that period. But the home fragrance and personal care company has embarked on a new strategy, hoping for a comeback. It certainly has a solid foundation, standing as No. 1 in […]
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Boeing’s troubles just won’t go away
Just when it looked like Boeing (NYSE: BA) had finally turned around from its myriad of woes, the U.S. aerospace giant stepped in it again. Last week, the company said it would delay deliveries of some 737 Max planes, after finding a flaw on newly-built versions of its flagship narrow-body aircraft. The problem is scratched […]
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In the asset management space, don’t sleep on LPL
When you hear about the wealth advisory business, your first thought is probably names like Goldman Sachs (NYSE: GS) and Morgan Stanley (NYSE: MS). One player that gets less attention is the country’s biggest independent broker-dealer, LPL Financial (NASDAQ: LPLA). You can think of it as a back office for financial advisors at independent wealth […]
