The high grading of our portfolio continued Wednesday morning, with the moves made on American Eagle Outfitters and Johnson & Johnson.
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We’re selling half of a retail holding to get into an undervalued health care stock
Business
How Chinese carmaker Geely put roots in the U.S.
Politicians on both sides of the aisle want to block Chinese vehicles from the United States. But over 100 Chinese automakers, auto tech companies, and parts suppliers already have a presence in the U.S., according to a survey done by Dunne Insights, a consultancy that focuses on electric vehicles and autonomous markets. Despite the United States […]
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Business
Anthropic teams with Goldman, Blackstone and others on $1.5 billion AI venture targeting PE-owned firms
Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Anthropic said Monday it is partnering with private equity giants Goldman Sachs and Blackstone to launch a $1.5 billion firm aimed at […]
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Business
UPS, FedEx stocks sink after Amazon expands logistics network to other businesses
A UPS Boeing 767 departs Los Angeles International Airport en route to Louisville, Kentucky, Jan. 27, 2026. Kevin Carter | Getty Images Shares of logistics giants UPS and FedEx sank on Monday after Amazon announced a new initiative to open up its supply chain networks to other businesses. Both stocks were down 10% in midday […]
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