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CIBC Remains Neutral on Waste Management (WM) Amid Focus on Growth Following Stericycle Acquisition
Yahoo Finance· 2025-11-07 15:26
Representing 15.44% of Bill Gates’s stock portfolio, Waste Management, Inc. (NYSE:WM) is one of his top 15 stock picks. CIBC Remains Neutral on Waste Management (WM) Amid Focus on Growth Following Stericycle Acquisition On October 29, 2025, The Fly reported that CIBC reduced its price target on Waste Management, Inc. (NYSE:WM) from $235 to $231, while keeping a “Neutral” rating. While pointing toward the company’s Q3 2025 results, the investment firm highlighted strong structural tailwinds, while noting ...
Berkshire Hathaway (BRK-A)’s Cash Holdings Climb to a Record $381.7 Billion in Q3 2025
Yahoo Finance· 2025-11-07 15:26
Berkshire Hathaway Inc. (NYSE:BRK-A), which accounts for 24.53% of Bill Gates’s stock portfolio, is one of his top 15 stock picks. Berkshire Hathaway (BRK-A)’s Cash Holdings Climb to a Record $381.7 Billion in Q3 2025 On November 1, 2025, Berkshire Hathaway Inc. (NYSE:BRK-A) announced Q3 2025 results. The quarter marked its cautious market stance as it is about to step into a new era under incoming CEO Greg Abel. Warren Buffett will step down as the company’s CEO at the end of the year. During the quart ...
Microsoft (MSFT)’s Q3 Results Reflect Both the Promise and the Cost of Its AI-Driven Cloud Expansion
Yahoo Finance· 2025-11-07 15:26
Representing 27.27% of Bill Gates’s stock portfolio, Microsoft Corporation (NASDAQ:MSFT) is one of his top 15 stock picks. Microsoft (MSFT)’s Q3 Results Reflect Both the Promise and the Cost of Its AI-Driven Cloud Expansion Copyright: ymgerman / 123RF Stock Photo On October 29, 2025, Microsoft Corporation (NASDAQ:MSFT) reported fiscal Q1 2026 results. The quarter featured both the promise and the cost of its AI-driven cloud expansion. Microsoft Corporation’s (NASDAQ:MSFT) capital expenditures reached a ...
ITV Confirms Talks With Comcast Over $2.1B Sale Of Networks Arm
Deadline· 2025-11-07 15:24
UK network has confirmed it is talks with Sky owner Comcast over a £1.6B ($2.1B) sale of its Media & Entertainment business. News of the potential deal emerged overnight, with Comcast hoping to add the main ITV network, its suite of linear channels and the ITVX streaming business. In a statement to the stock exchange this morning, ITV said it “notes the recent press speculation and confirms that it is in preliminary discussions regarding a possible sale of its M&E business to Sky for an enterprise value of ...
Vodafone, AST SpaceMobile to set up Europe-led satellite constellation
Reuters· 2025-11-07 15:23
Vodafone and AST SpaceMobile are planning to establish a satellite constellation aimed at delivering satellite-to-smartphone connectivity for commercial and government applications across Europe. ...
Keurig Dr Pepper eyes $200M in supply chain savings from spinoff
Yahoo Finance· 2025-11-07 15:21
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: Keurig Dr Pepper is projecting roughly $200 million in supply chain savings for its coffee business over the three years following its acquisition of JDE Peet’s, according to an investors presentation. As part of the acquisition, Keurig Dr Pepper will spin off its coffee unit into a separate entity, which executives expect will benefit from ...
European markets set to open mixed amid AI valuation concerns
CNBC· 2025-11-07 15:18
The U.K.'s FTSE 100 is set to open slightly lower, while futures in France's CAC index and Italy's FTSE MIB were seen 0.1% higher, according to IG. Germany's DAX index was seen little changed from the previous session.LONDON — European markets are expected to open mixed on Friday as investors react to a U.S. tech sell off.European stocks closed lower on Thursday, with most sectors and major bourses ending the session in negative territory after a busy earnings day. Drinks giant Diageo was one of the biggest ...
Primoris Services: I See The Recent Sell-Off As A Buying Opportunity (PRIM)
Seeking Alpha· 2025-11-07 15:18
I had a buy rating for Primoris Services Corporation ( PRIM ) previously, as I thought the underlying growth drivers were strong and tangible, which de-risks the growth outlook. Looking at how PRIM performed this quarter, my convictionI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, u ...
Primoris Services: I See The Recent Sell-Off As A Buying Opportunity
Seeking Alpha· 2025-11-07 15:18
I had a buy rating for Primoris Services Corporation ( PRIM ) previously, as I thought the underlying growth drivers were strong and tangible, which de-risks the growth outlook. Looking at how PRIM performed this quarter, my convictionI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, u ...