#usa #tech - As Tech Stocks Churn, Nvidia and Other Semiconductor Plays Look Cheap: Morningstar

19 February 2026

Fears of an AI bubble are sparking tech selloffs. That’s changing the calculus for once-pricy semiconductor stocks, Morningstar analysts say. Nvidia: Full Steam Ahead With an Impressive Array of Announcements at CES 2026 https://www.morningstar.com/stocks/nv...

#SemiconductorStocks #NvidiaStock #AIStocks

#investing #ForbesDailyBriefing - Hedge Fund Billionaire Chris Hohn’s TCI Profited By A Record $18.9 Billion In 2025: Forbes

18 February 2026

The world’s top 20 hedge fund managers made their investors $116 billion in a bumper year, with none more successful than London stock picker Hohn. Read the full story on Forbes: https://www.forbes.com/sites/hanktuck...

Managing the World’s Largest Publicly Traded Hedge Fund: Man Group CEO Robyn Grew

Man Group is a global alternative investment management firm with approximately $213 billion in assets under management. Robyn Grew, CEO of Man Group (EMG.L), joins John Storey, global co-head of Equities Distribution and co-head of One Goldman Sachs, to discuss Man Group’s remarkable growth, its culture of innovation, and how technology, talent, and a commitment to staying relevant continue to drive its success.

Simply Wall Street

tcifund.com

https://www.tcifund.com

TCI Fund Management was established in June 2003 by Christopher Hohn. · TCI seeks to invest in high quality companies with sustainable competitive advantages.Read more

#usa #software #investing #tariffs - 'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield: CNBC Television

20 February 2026

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

#southafrica #mining - Insider Ownership Of Sibanye Stillwater: Simply Wall St

Insider Ownership Of Sibanye Stillwater

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

Full article

Sibanye Stillwater Limited (SBSW)

Goldbug