NewEdge Advisors LLC

Institutional investment in Dollar General

2 clusters · 4 sources · last updated 1 day ago

Latest: Institutional investors adjust holdings in Owens Corning, Jacobs Solutions, and W. W. Grainger

Institutional investors have shown varying levels of activity regarding Dollar General Corporation. In the first quarter, Janus Henderson Group PLC increased its stake in the retailer by 70.3%, acquiring 10,455 additiona

Institutional investor equity holding shifts

2 clusters · 2 sources · last updated 1 day ago

Latest: Institutional investors adjust holdings in Cullen/Frost and Corcept Therapeutics

SEC filings indicate various shifts in institutional holdings across several US-based companies. In the first instance, NewEdge Advisors LLC reduced its position in Corning Incorporated by 12.0%, while research firms p

Global AI governance and massive spending surge

8 clusters · 71 sources · last updated 2 days ago

Latest: Microsoft optimizes AI efficiency with GPT-5.6 and internal token budgets

By August 2026, total Big Tech AI investment is projected to reach $760 billion, up from $413 billion in 2025. This surge is led by Amazon and Alphabet, with projected expenditures of $220 billion and $205 billion respec

Rocket Lab Iridium deal spurs profitability outlook

21 clusters · 63 sources · last updated 5 days ago

Latest: Rocket Lab reports record Q2 revenue of $234 million amid surging backlog

Rocket Lab’s $8 billion cash-and-stock acquisition of Iridium Communications, announced in late May 2026, aims to transform the firm into a vertically integrated space company. The deal, valued at $54 per share, provides

L3Harris Technologies financial and strategic developments

2 clusters · 2 sources · last updated 6 days ago

Latest: Institutional investors increase stakes in L3Harris and Nurix Therapeutics

L3Harris Technologies reported strong second-quarter 2026 financial results, including $5.9 billion in revenue and a record $42 billion order backlog. Despite these earnings and raised full-year guidance, the company's s

Elanco Animal Health corporate activity

2 clusters · 5 sources · last updated 8 days ago

Latest: Elanco Animal Health lifts earnings outlook on surge in tick‑related demand

In early August 2026, institutional investors increased their holdings in Elanco Animal Health, with Defilade Capital Management boosting its stake by 132% to about 0.19% of the company. Several other firms also raised t