September 12, 2026
Investing

Carl Icahn returns to a familiar sector — auto repair —as he builds a 15% stake in Monro

Monro Auto Service in Derby, CT. Source: Google Earth Company: Monro (MNRO) Business: Monro, formerly Monro Muffler Brake, is engaged in the provision of automotive undercar repair and tire services in the United States. The company provides a range of services on passenger cars, light trucks and vans for brakes; mufflers and exhaust systems, and […]

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Investing

Warren Buffett’s cash fortress Berkshire closes gap with S&P 500 as AI worries depress Wall Street

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Berkshire’s stock gains as AI worries depress Wall Street Zoom In IconArrows pointing outwards The upturn for Berkshire shares has cut its underperformance […]

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Investing

MP Materials CEO warns investors to approach rare earth projects with caution

Pentagon-backed MP Materials warned investors this week to approach other rare earths projects with caution, pointing to the industry’s difficult economics. Stocks of U.S. rare earth companies have had wild swings in recent months as investors have speculated that the Trump administration might strike more deals along the lines of its landmark agreement with MP. […]

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Investing

The fuel for the AI boom driving the markets is advertising. It is also an existential risk.

Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images With OpenAI’s recent release of its AI browser, the historic level of capital expenditures being made in the current AI arms […]

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Investing

Supreme Court likely to kill Trump tariffs: prediction markets

A protester with the Main Street Alliance holds a sign outside the U.S. Supreme Court, as its justices are set to hear oral arguments on U.S. President Donald Trump’s bid to preserve sweeping tariffs after lower courts ruled that Trump overstepped his authority, in Washington, D.C., U.S., November 5, 2025. Nathan Howard | Reuters Traders […]

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Investing

Auto repair chain Monro soars after Carl Icahn takes 15% stake

Carl Icahn speaking at Delivering Alpha in New York on Sept. 13, 2016. David A. Grogan | CNBC Billionaire investor Carl Icahn took a significant stake in auto service chain Monro, becoming the largest single shareholder and marking his latest move in the automotive sector. Icahn disclosed ownership of 4,439,914 shares, representing a 14.8% stake […]

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Investing

Warren Buffett may have again cut Berkshire’s stake in Apple in Q3

Warren Buffett speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025. CNBC Warren Buffett’s Berkshire Hathaway may have quietly trimmed its massive Apple stake again in the third quarter, a new regulatory filing suggests. In its latest quarterly report, Berkshire said the cost basis of its consumer products equity […]

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Investing

Top Wall Street analysts suggest these 3 dividend stocks for enhanced total returns

The Valero Energy refinery in Texas City, Texas. F. Carter Smith | Bloomberg | Getty Images The focus on dividend stocks is growing, as the U.S. Federal Reserve announced another rate cut. Investors can consider stocks that offer dividends and also have the potential to drive capital appreciation, enhancing the total return. In this regard, […]

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Investing

Impactive Capital sees a structural shift creating upside for this wastewater company

Company: Advanced Drainage Systems (WMS) Business: Advanced Drainage Systems is a manufacturer of stormwater and onsite wastewater solutions. The company and its subsidiary, Infiltrator Water Technologies, provide stormwater drainage and onsite wastewater products used in a wide variety of markets and applications, including commercial, residential, infrastructure and agriculture, while delivering customer service. Its pipe segment […]

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Investing

Exxon Mobil in talks to power data centers with natural gas and carbon capture

Darren Woods, chairman and chief executive officer Exxon Mobil Corp., speaks during a panel discussion at the inaugural Pennsylvania Energy and Innovation Summit at Carnegie Mellon University in Pittsburgh, Pennsylvania, US, on July 15, 2025. Brian Kaiser | Bloomberg | Getty Images Exxon Mobil is holding advanced talks with power providers and technology companies to […]

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