<link>https://www.fool.com</link><width>144</width><height>34</height></image><item><title>The Gates Foundation Just Sold All of Its Microsoft Stock. Is It Time to Panic?</h1> <article> <h1>The Gates Foundation Just Sold All of Its Microsoft Stock. Is It Time to Panic?</h1> <p>newsfeedback@fool.com (Keithen Drury) — Sun, 24 May 2026 03:30:00 -0400</p> <p>Bill Gates and Paul Allen founded <strong>Microsoft</strong> <span class="ticker" data-id="204577">(NASDAQ: MSFT)</span> in 1975 and built one of the world's most dominant companies. While Microsoft has evolved throughout the years, Gates stayed involved until 2020, when he left the board of directors.</p><p>One of Gates' biggest legacies has been the Gates Foundation. This foundation has a trust that holds several major companies, but it made a jaw-dropping move during the first quarter: It sold all of its Microsoft stock.</p><p>That obviously raises some red flags, but should investors start to panic?</p><p><a href="https://www.fool.com/investing/2026/05/24/the-gates-foundation-just-sold-all-of-their-micros/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>3 Monster Stocks to Hold for the Next 20 Years</h1> <p>newsfeedback@fool.com (Micah Zimmerman) — Sun, 24 May 2026 03:25:00 -0400</p> <p>"Monster stock" is usually shorthand for a company that has compounded at exceptional rates for years, and still has plenty of runway left. It's the kind of name you regret for not owning earlier: think <strong>Tesla</strong> or <strong>Nvidia</strong>.</p><p>Today, three consumer-facing companies fit that mold across very different parts of the wallet, and each one holds up when you project the business 20 years out -- even if you missed the early innings.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/24/3-monster-stocks-to-hold-for-the-next-20-years/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>If You're Not Doing This 1 Thing, You're Probably Withdrawing From Your Retirement Savings the Wrong Way</h1> <p>newsfeedback@fool.com (Maurie Backman) — Sun, 24 May 2026 03:18:00 -0400</p> <p>Saving for retirement might seem like a tough thing -- until you get to retirement and realize you need to somehow stretch that money over 20 or 30 years. Suddenly, you've got a new challenge on your hands -- making sure the <a href="https://www.fool.com/retirement/plans/">retirement savings</a> you worked so hard to build don't run out on you.</p><p>To that end, you'll often hear that you need a solid withdrawal strategy. That could mean following the famous <a href="https://www.fool.com/retirement/strategies/withdrawal/4-percent-rule/">4% rule</a> or taking another approach.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/retirement/2026/05/24/if-youre-not-doing-this-1-thing-youre-probably-wit/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Is Cava a Buy as Same-Store Sales Start to Sizzle?</h1> <p>newsfeedback@fool.com (Geoffrey Seiler) — Sun, 24 May 2026 03:15:00 -0400</p> <p>Shares of <strong>Cava Group </strong><span class="ticker" data-id="498311">(NYSE: CAVA)</span> rose after the Mediterranean-cuisine restaurant operator saw robust <a href="https://www.fool.com/terms/s/same-store-sales/">same-store sales</a> growth and raised its full-year guidance. The stock is up nearly 40% year to date, but still down close to 10% over the past year.</p><p>Let's take a closer look at the company's latest results and prospects to see if now is the time to buy shares.</p><p class="caption">Image source: The Motley Fool.</p><p><a href="https://www.fool.com/investing/2026/05/24/is-cava-a-buy-as-same-store-sales-start-to-sizzle/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Here's the One Thing New Fed Chair Kevin Warsh Could Do That Would Actually Crash the Stock Market</h1> <p>newsfeedback@fool.com (Keith Speights) — Sun, 24 May 2026 03:05:00 -0400</p> <p>When Jerome Powell served as Federal Reserve chair, the central bank's policy decisions were largely predictable. Powell typically telegraphed in advance what changes were likely to come. He answered questions in press conferences in a way that, at least for the most part, reassured markets.</p><p>But Powell is no longer at the helm of the Federal Reserve. He passed the baton to President Trump's nominee, Kevin Warsh, on May 22, 2026. Warsh has called for "regime change" at the Fed. Uncertainty about what actions he might take has caused some investors to worry. Many of those concerns are almost certainly overblown. However, there's one thing Warsh could do that would actually crash the <a href="https://www.fool.com/investing/stock-market/">stock market</a>. </p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/24/heres-the-one-thing-kevin-warsh-could-do-that-woul/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Hedge Fund Greenvale Exited Its Position in Payoneer Stock. What Does That Mean for Investors?</h1> <p>newsfeedback@fool.com (Robert Izquierdo) — Sun, 24 May 2026 03:03:58 -0400</p> <p>According to an <a href="https://www.sec.gov/Archives/edgar/data/1768041/000176804126000002/0001768041-26-000002-index.html">SEC filing</a> dated May 15, 2026, Greenvale Capital LLP sold all 7,084,000 shares of <strong>Payoneer</strong> <span class="ticker" data-id="344773">(NASDAQ:PAYO)</span> during the first quarter. The estimated transaction value was $37.36 million, calculated using the average closing price for the period. The quarter-end value of the position declined by $39.81 million, a figure that reflects both share sales and the movement in Payoneer's stock price.</p><p>Payoneer operates at scale in the digital payments sector, connecting businesses and marketplaces worldwide through a unified financial platform. Its broad international reach and comprehensive suite of services position it as a key enabler of global digital commerce.</p><p>Greenvale Capital’s exit from its position in Payoneer is a noteworthy event for investors. It suggests the hedge fund has a bearish outlook towards the stock.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/24/hedge-fund-greenvale-exited-its-position-in-payoneer-stock-what-does-that-mean-for-investors/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Innodata CEO and Founder Sells Company Shares Worth $23.7 Million. Here's What That Means for Investors.</h1> <p>newsfeedback@fool.com (Robert Izquierdo) — Sun, 24 May 2026 02:13:40 -0400</p> <p><strong>Innodata</strong> <span class="ticker" data-id="216259">(NASDAQ:INOD)</span> CEO Jack Abuhoff reported the sale of 250,000 shares of common stock through open-market transactions on May 15 and May 18, 2026, as disclosed in this <a href="https://www.sec.gov/Archives/edgar/data/903651/000110465926063324/0001104659-26-063324-index.htm">SEC Form 4 filing</a>.</p><p><em>Transaction value based on SEC Form 4 weighted average purchase price ($94.94); post-transaction value based on May 18, 2026 market close ($94.72).</em></p><p>* 1-year performance is calculated using May 18, 2026 as the reference date.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/24/innodata-ceo-and-founder-sells-company-shares-worth-usd23-7-million-here-s-what-that-means-for-investors/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Artificial Intelligence (AI) Stock Is the One the Smart Money Doesn't Want You to Find</h1> <p>newsfeedback@fool.com (Micah Zimmerman) — Sun, 24 May 2026 02:00:00 -0400</p> <p>There's a category of artificial intelligence (AI) investment that nobody argues about at the dinner table. And yes, everyone seems to be arguing about AI these days. It's not chips or cloud computing. It's the AI sitting inside the marketing decisions of the world's largest brands. Marketing and <a href="https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/">AI</a> don't seem to mix in our human psyche, except for large language models (LLMs) used to help write marketing promos.</p><p><strong>Zeta Global</strong> <span class="ticker" data-id="344666">(NYSE: ZETA)</span> is not a household name. It doesn't have a charismatic CEO who goes on podcasts, and it doesn't make a product that consumers can download and touch. What it does have is a proprietary database of over 240 million U.S. consumer identities, trillions of behavioral signals, and an AI platform that enterprise marketing teams use to figure out who to reach, when to reach them, and what to say. <span aria-label="Zeta Global AI: Navigating AdTech's Trillion-Dollar Future" data-state="closed"></span></p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/24/this-artificial-intelligence-ai-stock-is-the-one-t/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Great News for Nvidia Shareholders!</h1> <p>newsfeedback@fool.com (Prosper Junior Bakiny) — Sun, 24 May 2026 02:00:00 -0400</p> <p><span>Is the artificial intelligence (AI) bubble about to burst? Some people think so. And if that does happen, leading AI companies, such as <strong>Nvidia</strong> <span class="ticker" data-id="204770">(NASDAQ: NVDA)</span>, may experience sharp dips. However, there are also reasons to remain bullish on AI, and Nvidia's financial update and conference call for the first quarter of its fiscal year 2027, ending on April 26, highlighted this. Let's look into some reasons it is not too late to invest in Nvidia.</span></p><p><span>Nvidia released its earnings update on May 20.</span><span> The market was not satisfied, despite the company's revenue and earnings beat and strong second-quarter guidance.</span><span> However, the chipmaker's financial results continue to show clear evidence of sustained, and even accelerating demand, for its products.</span></p><p class="caption">Image source: The Motley Fool.</p><p><a href="https://www.fool.com/investing/2026/05/24/great-news-from-nvidia-shareholders/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Is Now the Time to Buy MercadoLibre Stock After Hedge Fund Linonia Initiated a Position Worth Over $225 Million?</h1> <p>newsfeedback@fool.com (Robert Izquierdo) — Sun, 24 May 2026 01:37:53 -0400</p> <p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1985479/000198547926000011/0001985479-26-000011-index.html">May 15, 2026, SEC filing</a>, Linonia Partnership LP initiated a new position in <strong>MercadoLibre</strong> <span class="ticker" data-id="216568">(NASDAQ:MELI)</span> during the first quarter, purchasing 130,261 shares.</p><p>The estimated value of the trade is $251.28 million, calculated using the mean unadjusted close for the quarter. At quarter-end, the stake was valued at $225.22 million, a figure that incorporates both purchasing activity and share price fluctuations.</p><p>MercadoLibre, Inc. is a leading e-commerce and fintech platform in Latin America, operating at scale with over 84,000 employees and a diversified portfolio of digital services.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/24/is-now-the-time-to-buy-mercadolibre-stock-after-hedge-fund-linonia-initiated-a-position-worth-over-usd225-million/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>5 Warren Buffett Stocks to Buy Hand Over Fist in May</h1> <p>newsfeedback@fool.com (Justin Pope) — Sun, 24 May 2026 01:00:00 -0400</p> <p><strong>Berkshire Hathaway</strong> recently revealed its latest portfolio trades, the first with new CEO Greg Abel in charge. It didn't take long for a major shake-up. Berkshire Hathaway had its most active trading quarter in recent memory, entirely selling out of several companies and buying into others.</p><p>Given that Buffett still serves as chairman at Berkshire Hathaway, the spirit of <a href="https://www.fool.com/investing/how-to-invest/famous-investors/warren-buffett-investments/">his investing</a> philosophy remains. That said, it's clear that management did a thorough review of Berkshire's holdings, and what remains are likely high-conviction holdings for the new leadership group.</p><p>Here are five blue chip stocks that remain in the portfolio, and why investors might buy them hand over fist in May.</p><p><a href="https://www.fool.com/investing/2026/05/24/5-warren-buffett-stocks-to-buy-hand-over-fist-in-m/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>3 Cryptocurrencies to Watch as the Clarity Act Heads to the Senate</h1> <p>newsfeedback@fool.com (Dominic Basulto) — Sun, 24 May 2026 00:30:00 -0400</p> <p>Crypto investors are about to get a lot more clarity on the Digital Asset Market Clarity Act ("Clarity Act"), and it could come as soon as July 4. That could have huge consequences for any cryptocurrency directly impacted by key provisions of this landmark crypto market legislation.</p><p>The three cryptocurrencies I'm targeting right now are <strong>Ethereum</strong> <span class="ticker" data-id="343717">(CRYPTO: ETH)</span>, <strong>Solana</strong> <span class="ticker" data-id="343894">(CRYPTO: SOL)</span>, and <strong>XRP</strong> <span class="ticker" data-id="343868">(CRYPTO: XRP)</span>. Here's why.</p><p>Right now, two of the most important Layer-1 blockchains for stablecoins are <a href="https://www.fool.com/terms/e/ethereum/">Ethereum</a> and <a href="https://www.fool.com/terms/s/solana/">Solana</a>. Ethereum currently ranks first and Solana ranks third when it comes to total <a href="https://www.fool.com/terms/s/stablecoins/">stablecoin</a> activity. Ethereum has been the longtime market leader, but Solana has seen a massive uptick in stablecoin activity as it pivots away from meme coins.</p><p><a href="https://www.fool.com/investing/2026/05/24/3-cryptocurrencies-to-watch-as-the-clarity-act-hea/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Fortinet vs. Palo Alto Networks: What Do Their Revenue Trends Tell Investors?</h1> <p>newsfeedback@fool.com (Robert Izquierdo) — Sat, 23 May 2026 23:55:45 -0400</p> <p><strong>Fortinet</strong> <span class="ticker" data-id="223521">(NASDAQ:FTNT)</span> primarily generates revenue by selling network security hardware, software licenses, and ongoing subscription services to diverse global enterprises.</p><p>While introducing new enterprise firewall hardware and facing some shareholder investigations, it reported an approximately 29% net income margin for the quarter ended March 31, 2026.</p><p><strong>Palo Alto Networks</strong> <span class="ticker" data-id="273529">(NASDAQ:PANW)</span> provides advanced firewall appliances and cloud-based cybersecurity subscription services to large businesses and government entities around the world.</p><p><a href="https://www.fool.com/coverage/charts/2026/05/23/fortinet-vs-palo-alto-networks-what-do-their-revenue-trends-tell-investors/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Ford Motor vs. Tesla: What Their Revenue Trends Tell Investors</h1> <p>newsfeedback@fool.com (Robert Izquierdo) — Sat, 23 May 2026 22:37:03 -0400</p> <p><strong>Ford Motor</strong> <span class="ticker" data-id="203490">(NYSE:F)</span> primarily generates revenue by developing, manufacturing, delivering, and servicing trucks, commercial vans, and luxury vehicles for consumers and fleets worldwide.</p><p>It established a new product creation organization to consolidate vehicle development and signed a framework agreement to provide battery energy storage systems, and it reported an approximately 6% net income margin for the quarter ended March 31, 2026.</p><p><strong>Tesla</strong> <span class="ticker" data-id="224257">(NASDAQ:TSLA)</span> primarily earns revenue by designing, manufacturing, leasing, and selling electric passenger vehicles and solar energy storage systems to residential and commercial customers internationally.</p><p><a href="https://www.fool.com/coverage/charts/2026/05/23/ford-motor-vs-tesla-what-their-revenue-trends-tell-investors/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>May-Sept. is Peak Driving Season in the U.S. Can Road Trips Move the Needle for These 3 Energy Stocks?</h1> <p>newsfeedback@fool.com (Reuben Gregg Brewer) — Sat, 23 May 2026 22:15:00 -0400</p> <p>If you look at the year-over-year improvement in the first-quarter earnings of U.S. refiners <strong>Valero Energy</strong> <span class="ticker" data-id="206010">(NYSE: VLO)</span>, <strong>Marathon Petroleum</strong> <span class="ticker" data-id="225541">(NYSE: MPC)</span>, and <strong>Phillips 66</strong> <span class="ticker" data-id="273376">(NYSE: PSX)</span>, the outlook for the summer driving season might seem very positive. But the refining business is complex. The energy sector is also being affected by the ongoing geopolitical conflict in the Middle East. Here's what investors need to know right now about these three refiners as the summer driving season gets underway.</p><p>Valero Energy reported first-quarter 2026 earnings of $4.22 per share. That is up from a loss of $1.90 per share in the same quarter of 2025. Take out one-time items, and that $1.90 loss improves to a profit of $0.89 per share. But the year-over-year improvement is still pretty incredible. </p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/23/may-sept-is-peak-driving-season-in-the-us-can-road/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Better Financial Sector ETF: Vanguard's VFH vs. State Street's XLF</h1> <p>newsfeedback@fool.com (Robert Izquierdo) — Sat, 23 May 2026 22:00:04 -0400</p> <p>The <strong>State Street Financial Select Sector SPDR ETF</strong> <span class="ticker" data-id="208771">(NYSEMKT:XLF)</span> provides concentrated, large-cap exposure to the S&P 500 financials, while the <strong>Vanguard Financials ETF</strong> <span class="ticker" data-id="221807">(NYSEMKT:VFH)</span> offers a broader portfolio including smaller-cap companies.</p><p>Investors seeking exposure to the American financial system often weigh these two options for their core sector allocation. While both funds capture the performance of banks, insurers, and capital markets firms, their underlying index methodologies create different risk profiles.</p><p>The State Street fund focuses on top-tier giants, whereas the Vanguard fund reaches deeper into the industry for broader diversification.</p><p><a href="https://www.fool.com/coverage/etfs/2026/05/23/better-financial-sector-etf-vanguard-s-vfh-vs-state-street-s-xlf/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>2 Stocks With Monster Potential to Hold Through the Next Decade of Uncertainty</h1> <p>newsfeedback@fool.com (Geoffrey Seiler) — Sat, 23 May 2026 21:30:00 -0400</p> <p>Artificial intelligence (AI) is changing the world we live in, and over the next decade, the world could look like a very different place than it does today. Technology is advancing rapidly, and with that comes a lot of uncertainty. The leaders of today are not guaranteed to be the leaders of tomorrow, but some companies are well positioned to continue to lead the charge.</p><p>Let's look at two monster <a href="https://www.fool.com/investing/stock-market/types-of-stocks/growth-stocks/">growth stocks</a> to hold for the next decade in these uncertain times.</p><p>In the age of AI, <strong>Alphabet</strong> <span class="ticker" data-id="203768">(NASDAQ: GOOGL)</span> <span class="ticker" data-id="288965">(NASDAQ: GOOG)</span> continues to be one of the best-positioned companies to lead long-term. The company has several advantages that should endure.</p><p><a href="https://www.fool.com/investing/2026/05/23/2-stocks-with-monster-potential-to-hold-through-th/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Nvidia's Board Just Authorized an Additional $80 Billion Buyback. Here's What That Really Signals to Investors.</h1> <p>newsfeedback@fool.com (Daniel Sparks) — Sat, 23 May 2026 21:23:00 -0400</p> <p><strong>Nvidia</strong> <span class="ticker" data-id="204770">(NASDAQ: NVDA)</span> rarely has to remind anyone how fast it's growing. So it was a little surprising when, earlier this week, the chipmaker paired its latest quarterly report with a move that looked borrowed from a mature blue chip: its board approved an additional $80 billion for <a href="https://www.fool.com/investing/how-to-invest/stocks/share-repurchase/">share repurchases</a> and lifted the quarterly dividend from $0.01 to $0.25 a share -- a 25-fold increase. </p><p>The backdrop is what makes it notable. This is a business that just grew revenue 85% year over year. Companies growing that fast usually plow every spare dollar back into the business, not into dividends and buybacks. So, it's fair to ask what Nvidia is really telling investors here.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/23/nvidias-board-just-authorized-an-additional-80-bil/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Gas Prices Have a 21% Approval Rating and Midterms Are Coming. Here's What That Means for Retail Investors.</h1> <p>newsfeedback@fool.com (Reuben Gregg Brewer) — Sat, 23 May 2026 21:15:00 -0400</p> <p>The geopolitical conflict in the Middle East has dramatically shifted political views in the United States. That's hardly surprising, given that armed conflict between countries is a rather polarizing issue. However, the high oil prices resulting from the ongoing conflict in the Middle East are having specific impacts that could prompt consumers to change their buying habits.</p><p>A recent political poll found something so obvious it almost doesn't warrant mention: consumers don't like high gasoline prices. That's the big-picture read from CNN's poll, which found that only 21% of respondents approve of the way President Donald Trump is handling gas prices. That only 26% approve of his handling of inflation, which is running hot right now, is similarly obvious. </p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/23/gas-prices-have-a-21-approval-rating-and-midterms/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Why This Fund Sold $11 Million of BILL Stock Despite a $1 Billion Buyback Plan</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 20:50:58 -0400</p> <p>On May 15, 2026, Light Street Capital Management disclosed a sale of 253,000 shares of <strong>BILL Holdings</strong> <span class="ticker" data-id="341829">(NYSE:BILL)</span>, estimated at $11.32 million based on quarterly average pricing.</p><p>According to the <a href="https://www.sec.gov/Archives/edgar/data/1569049/000093583626000261/0000935836-26-000261-index.html">SEC filing</a> dated May 15, 2026, Light Street Capital Management reduced its position in BILL Holdings by 253,000 shares in the first quarter. The estimated transaction value was $11.32 million, based on the average closing price over the quarter. The value of the BILL stake fell by $23.95 million from the previous quarter, a figure that reflects both share sales and changes in market price.</p><p>BILL leverages a SaaS business model to deliver scalable, recurring revenue while streamlining financial processes for its clients.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/why-this-fund-sold-usd11-million-of-bill-stock-despite-a-usd1-billion-buyback-plan/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Tech Stock Pays a Growing Dividend and Rides Every AI Tailwind. What's Not to Like?</h1> <p>newsfeedback@fool.com (Chris Neiger) — Sat, 23 May 2026 20:30:00 -0400</p> <p>There are a lot of great AI stocks to choose from these days, but they don't all offer the same long-term opportunities or tap into artificial intelligence (AI) trends as <strong>Broadcom</strong> <span class="ticker" data-id="222667">(NASDAQ: AVGO)</span>. Nor do they pay a growing dividend, as the company also does.</p><p>Broadcom is benefiting from two big AI trends, including a surge in data center demand and shift by big tech companies toward customized processors.</p><p>And it's likely that Broadcom's impressive run isn't done yet. Here's why.</p><p><a href="https://www.fool.com/investing/2026/05/23/this-tech-stock-pays-a-growing-dividend-and-rides/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Why Patient Investors Should Not Read Too Much Into Late May Volatility</h1> <p>newsfeedback@fool.com (Reuben Gregg Brewer) — Sat, 23 May 2026 20:15:00 -0400</p> <p>The world is in a highly uncertain state today. And still the <strong>S&P 500 index</strong> <span class="ticker" data-id="220472">(SNPINDEX: ^GSPC)</span> is hovering near all-time highs. But volatility from day to day has been high, suggesting that often mercurial investors are worried about the future. That's reasonable in the short term, but the long term is a different story. If you are a patient investor, history suggests you'll be just fine if you ignore the emotional swings that are driving stock prices today. </p><p>Here's what you need to know about Wall Street history to keep you focused on your own, personal long-term investment plan.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/23/why-patient-investors-should-not-read-too-much-int/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Planet Fitness Grew Revenue 22%, So Why Did One Investor Trim $20 Million?</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 20:13:02 -0400</p> <p>Dorsal Capital Management, LP reduced its position in <strong>Planet Fitness</strong> <span class="ticker" data-id="335455">(NYSE:PLNT)</span> during the first quarter, selling an estimated $19.78 million based on quarterly average pricing, according to a May 15, 2026, SEC filing.</p><p>Dorsal Capital Management, LP disclosed in a <a href="https://www.sec.gov/Archives/edgar/data/1547007/000117266126002068/0001172661-26-002068-index.html">U.S. Securities and Exchange Commission (SEC) filing</a> dated May 15, 2026, that it sold 225,000 shares of Planet Fitness in the first quarter. The estimated transaction value is $19.78 million based on the average closing price over the quarter. The quarter-end value of the stake decreased by $110.48 million, a figure that includes both trading activity and price changes.</p><p>Planet Fitness, Inc. is a leading operator and franchisor of fitness centers, with a broad network spanning the United States and several international locations. The company leverages a high-volume, low-cost model to attract a wide demographic, focusing on accessibility and affordability in the fitness industry. Its scale and franchise-driven strategy provide a competitive advantage in expanding market reach and maintaining consistent revenue streams.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/planet-fitness-grew-revenue-22-so-why-did-one-investor-trim-usd20-million/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Why One Investor Trimmed CleanSpark Despite a 62% One-Year Gain</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 19:59:29 -0400</p> <p>On May 14, 2026, Fort Point Capital Partners disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 400,000 shares of <strong>CleanSpark</strong> <span class="ticker" data-id="342837">(NASDAQ:CLSK)</span> in the first quarter, an estimated $4.28 million transaction based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1589282/000158928226000004/0001589282-26-000004-index.html">filing</a> with the U.S. Securities and Exchange Commission dated May 14, 2026, Fort Point Capital Partners reduced its stake in CleanSpark by 400,000 shares during the first quarter. The estimated transaction value is $4.28 million, calculated using the average unadjusted closing price for the quarter. The quarter-end value of the CleanSpark position decreased by $8.08 million, a figure that includes both the impact of share sales and price movement during the period.</p><p>CleanSpark operates at the intersection of digital currency mining and advanced energy technology, leveraging proprietary platforms to optimize both bitcoin production and distributed energy systems. The company’s dual-segment strategy enables it to capture value from the rapidly evolving cryptocurrency market while providing scalable solutions for energy management and microgrid deployment. With operations anchored in the United States and a focus on innovation, CleanSpark aims to maintain a competitive edge through technology integration and diversified revenue streams.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/why-one-investor-trimmed-cleanspark-despite-a-62-one-year-gain/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>CorVel Stock Is Down 45%, But This Fund Just Made a $20 Million Move</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 19:45:17 -0400</p> <p>On May 14, 2026, Owls Nest Partners IA disclosed a new position in <strong>CorVel</strong> <span class="ticker" data-id="203214">(NASDAQ:CRVL)</span>, acquiring 348,329 shares in an estimated $20.06 million trade based on quarterly average pricing.</p><p>According to its <a href="https://www.sec.gov/Archives/edgar/data/1845806/000139834426009193/0001398344-26-009193-index.html">SEC filing</a> dated May 14, 2026, Owls Nest Partners disclosed a new holding of 348,329 CorVel shares, with the estimated transaction value pegged at $20.06 million based on average closing prices from January through March. The quarter-end position was valued at $19.04 million, a net change that includes underlying price movement over the period. No prior stake was reported in the previous filing.</p><p>CorVel is a leading provider of technology-enabled healthcare management and cost containment solutions, with a focus on the insurance and risk management sector. The company combines advanced analytics and automation to streamline claims processing and deliver value to clients managing complex healthcare and liability exposures. CorVel's strategic emphasis on innovation and operational efficiency positions it as a competitive player in the evolving insurance services landscape.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/corvel-stock-is-down-45-but-this-fund-just-made-a-usd20-million-move/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What to Know About This Fund's $39 Million EPAM Exit After a 43% Stock Decline</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 19:34:46 -0400</p> <p>On May 14, 2026, Owls Nest Partners IA disclosed in a Securities and Exchange Commission filing that it sold out of <strong>EPAM Systems</strong> <span class="ticker" data-id="271211">(NYSE:EPAM)</span>, liquidating 230,246 shares in a transaction estimated at $39.37 million based on quarterly average pricing.</p><p>In a <a href="https://www.sec.gov/Archives/edgar/data/1845806/000139834426009193/0001398344-26-009193-index.html">filing with the Securities and Exchange Commission</a> dated May 14, 2026, Owls Nest Partners IA reported selling all 230,246 shares of EPAM Systems, with the estimated transaction value totaling $39.37 million based on the mean closing price for the quarter. The quarter-end value of the stake dropped by $47.17 million, reflecting both the sale and price movement.</p><p>EPAM Systems is a global provider of digital engineering and IT consulting services, leveraging a large technical workforce to deliver complex solutions for enterprise customers. The company’s strategy centers on end-to-end digital transformation, platform modernization, and high-value consulting, which positions it as a key partner for organizations seeking to innovate and scale technology initiatives. EPAM Systems’ diversified client base and expertise in both engineering and advisory services underpin its competitive advantage in the rapidly evolving technology services market.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/owls-nest-dumps-230k-epam-shares-worth-394-million/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>If I Could Only Hold 1 Vanguard ETF Forever, Here's What I'd Buy</h1> <p>newsfeedback@fool.com (Katie Brockman) — Sat, 23 May 2026 19:30:00 -0400</p> <p>Investing in exchange-traded funds (ETFs) is one of the most effortless ways to build long-term wealth. Each fund may hold dozens or hundreds of stocks, allowing you to generate passive returns over time with minimal effort.</p><p>Choosing the right ETF is key, however, as some funds are riskier than others. While everyone will have their own personal preferences and goals, there's one Vanguard ETF I've owned for years and will continue to hold for as long as I can: the <strong>Vanguard S&P 500 ETF</strong> <span class="ticker" data-id="248475">(NYSEMKT: VOO)</span>.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/23/if-i-could-only-hold-1-vanguard-etf-forever-heres/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Wall Street Was Sleeping on the "Bits-to-Atoms" Trade. This Growth Stock Could Profit.</h1> <p>newsfeedback@fool.com (Robert Izquierdo) — Sat, 23 May 2026 19:00:00 -0400</p> <p>The tech sector is known for the dominance of software and digital platforms. This focus on computer "bits" enabled companies in the industry to build and distribute their offerings efficiently and cheaply, generating robust margins.</p><p>However, the arrival of <a href="https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/">artificial intelligence (AI)</a> has led to a twist in this story. Tech businesses are now increasingly spending on "atoms," the label describing capital-intensive physical assets such as data centers, where AI systems are housed.</p><p>This industry shift is exemplified in AI tech titan <strong>Nvidia</strong>'s recently announced partnership with glassmaker <strong>Corning</strong> <span class="ticker" data-id="203758">(NYSE: GLW)</span>. The deal demonstrates Corning's ability to see substantial business growth ahead.</p><p><a href="https://www.fool.com/investing/2026/05/23/wall-street-was-sleeping-on-the-bits-to-atoms-trad/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>The 1 AI Stock I'm Buying Every Single Time It Dips Below $10</h1> <p>newsfeedback@fool.com (Ryan Vanzo) — Sat, 23 May 2026 18:38:00 -0400</p> <p>Most promising <a href="https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/">artificial intelligence (AI) stocks</a> are already priced at a premium. So while growth rates are high, so are the valuations.</p><p>There's one AI stock, however, that remains a bargain. That's because most investors don't yet classify the company as an artificial intelligence business. That's the case even though the company's closest competitor is arguably one of the biggest AI stocks on the planet.</p><p>If this emerging AI stock falls below $10, I'm going all in for the long haul.</p><p><a href="https://www.fool.com/investing/2026/05/23/ai-stock-im-buying-every-single-time-dips-rivn/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What to Know About This Fund's $65 Million Homebuilder Bet Before a $47-Per-Share Buyout</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 18:35:33 -0400</p> <p>First Trust Capital Management initiated a new position in Tri Pointe Homes <span class="ticker" data-id="284411">(NYSE:TPH)</span> during the first quarter, acquiring 1,599,172 shares in a trade estimated at $65.06 million based on quarterly average pricing, according to its May 14, 2026 SEC filing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1604488/000160448826000043/0001604488-26-000043-index.html">recent SEC filing</a>, First Trust Capital Management established a new stake in Tri Pointe Homes by acquiring 1,599,172 shares in the first quarter of 2026. The transaction’s estimated value is $65.06 million, calculated using the mean unadjusted closing price during the quarter. The quarter-end value of the position was $74.73 million, reflecting both new share purchases and share price appreciation.</p><p>Tri Pointe Homes, Inc. is a leading U.S. residential homebuilder with a multi-brand strategy and a presence in key growth markets. The company leverages operational scale and local market expertise to deliver a diversified product offering. Its integrated financial services enhance the homebuying experience and support customer retention.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/first-trust-loads-up-tph-with-16-million-shares/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What to Know About This Fund's $61 Million Self-Storage Bet as a $10.5 Billion Deal Nears</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 18:30:12 -0400</p> <p>First Trust Capital Management established a new position in <strong>National Storage Affiliates Trust</strong> <span class="ticker" data-id="335098">(NYSE:NSA)</span> during the first quarter, buying an estimated $61.29 million in shares based on average quarterly pricing, according to a May 14, 2026, SEC filing.</p><p>According to an <a href="https://www.sec.gov/Archives/edgar/data/1604488/000160448826000043/0001604488-26-000043-index.html">SEC filing</a> dated May 14, 2026, First Trust Capital Management L.P. reported a new position in National Storage Affiliates Trust, acquiring 1,814,200 shares. The estimated transaction value was $61.29 million, calculated using the average closing price for the quarter ending March 31, 2026. The stake’s quarter-end value was $68.47 million, a figure that incorporates both trading activity and changes in the stock’s price.</p><p>National Storage Affiliates Trust is a leading self storage REIT with a substantial footprint in the United States, focusing on ownership and operation of properties in high-demand metropolitan areas.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/what-to-know-about-this-fund-s-usd61-million-self-storage-bet-as-a-usd10-5-billion-deal-nears/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Prediction: Nvidia Will Become the World's First $15 Trillion Company by 2029</h1> <p>newsfeedback@fool.com (Harsh Chauhan) — Sat, 23 May 2026 18:23:00 -0400</p> <p><strong>Nvidia</strong> <span class="ticker" data-id="204770">(NASDAQ: NVDA)</span> became the first company in the world to achieve a $5 trillion market capitalization in October 2025, fueled by the artificial intelligence (AI)-powered growth in its revenue and earnings in recent years.</p><p>The good news for <a href="https://www.fool.com/investing/how-to-invest/stocks/nvidia-stock-forecast/">Nvidia stock</a> investors is that the semiconductor giant's growth isn't showing any signs of slowing down. It continues to dominate the lucrative AI chip market, and more importantly, Nvidia continues to hunt for new opportunities to sustain its phenomenal growth.</p><p>Nvidia's performance in the first quarter of fiscal 2027 (which ended on April 26) clearly shows that the intensifying competition in the AI chip market isn't affecting its growth. In fact, I won't be surprised if it becomes the world's first $15 trillion company in the next three years. Let's see why that's likely to be the case.</p><p><a href="https://www.fool.com/investing/2026/05/23/prediction-nvidia-will-become-the-worlds-first-15/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What to Know About This Fund's $6.6 Million UroGen Sale After a 600% Stock Surge</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 18:20:03 -0400</p> <p>Superstring Capital Management cut its stake in <strong>UroGen Pharma Ltd. </strong><span class="ticker" data-id="339108">(NASDAQ:URGN)</span>, selling 330,983 shares in the first quarter in an estimated $6.64 million trade based on average quarterly pricing, according to a May 14, 2026, SEC filing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1931118/000193111826000008/0001931118-26-000008-index.html">filing with the Securities and Exchange Commission</a> dated May 14, 2026, Superstring Capital Management reduced its position in UroGen Pharma Ltd. by 330,983 shares. The estimated transaction value is $6.64 million, based on the average closing price for the quarter ended March 31, 2026. The quarter-end value of the position fell by $9.86 million, reflecting both share sales and price changes.</p><p>UroGen Pharma Ltd. is a biotechnology company focused on advancing innovative therapies for urothelial cancers, leveraging proprietary RTGel technology and a robust clinical pipeline. The company pursues a strategy of addressing unmet medical needs in specialty oncology markets, with a particular emphasis on non-muscle invasive bladder cancer. Its competitive edge lies in its differentiated delivery platform and strategic collaborations with leading pharmaceutical and research institutions.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/what-to-know-about-this-fund-s-usd6-6-million-urogen-sale-after-a-600-stock-surge/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Why a Biotech Fund Opened a New $6 Million Position in Vir Amid a 99% Stock Rally</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 18:13:51 -0400</p> <p>Superstring Capital Management disclosed a new position in <strong>Vir Biotechnology</strong> <span class="ticker" data-id="341659">(NASDAQ:VIR)</span>, acquiring 730,548 shares in the first quarter. The estimated transaction value was $5.82 million based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1931118/000193111826000008/0001931118-26-000008-index.html">filing with the U.S. Securities and Exchange Commission</a> dated May 14, 2026, Superstring Capital established a new position in Vir Biotechnology with 730,548 shares purchased. The estimated transaction value was $5.82 million, based on the mean unadjusted closing price for the first quarter of 2026. The fund’s quarter-end position in Vir Biotechnology was valued at $6.55 million, reflecting both trading activity and price appreciation.</p><p>Vir Biotechnology, Inc. is a commercial-stage biotechnology company specializing in the development of innovative immunology-based therapies for serious infectious diseases. The company leverages collaborations with leading global partners to advance its pipeline and expand market reach. Vir's strategy centers on addressing unmet medical needs through scientific innovation and strategic alliances in the healthcare sector.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/why-a-biotech-fund-opened-a-new-usd6-million-position-in-vir-amid-a-99-stock-rally/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>3 Top AI Stocks to Buy With $1,000 Right Now</h1> <p>newsfeedback@fool.com (Keithen Drury) — Sat, 23 May 2026 18:10:00 -0400</p> <p>If you've got $1,000 burning a hole in your pocket that you're itching to invest, I've got three stocks that look like strong buys right now. All are set to be long-term beneficiaries of the artificial intelligence (AI) build-out, and buying them now secures your involvement in that future.</p><p>The three stocks I think are solid AI picks right now are <strong>Amazon</strong> <span class="ticker" data-id="202816">(NASDAQ: AMZN)</span>, <strong>Meta Platforms</strong> <span class="ticker" data-id="273426">(NASDAQ: META)</span>, and <strong>Nebius </strong><span class="ticker" data-id="225364">(NASDAQ: NBIS)</span>. All of these companies are experiencing strong growth, and that could ramp up as AI becomes more prevalent.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/23/3-top-ai-stocks-to-buy-with-1000-right-now/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What to Know About This Fund's $59 Million Astronics Bet Amid a 170% One-Year Stock Surge</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 18:05:48 -0400</p> <p>On May 14, 2026, Pertento Partners disclosed a new position in <strong>Astronics</strong> <span class="ticker" data-id="206848">(NASDAQ:ATRO)</span>, acquiring 815,333 shares in the first quarter, an estimated $59.07 million trade based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1894571/000189457126000006/0001894571-26-000006-index.html">May 14, 2026, SEC filing</a>, Pertento Partners LLP initiated a new position in Astronics by purchasing 815,333 shares. The estimated transaction value was $59.07 million, calculated using the quarterly average share price. The quarter-end value of the stake was $54.41 million, reflecting both the share count and stock price movements during the period.</p><p>Astronics operates at scale within the aerospace and defense sector, serving a global customer base with a focus on advanced electronic systems and test solutions. The company leverages its engineering expertise to address the evolving needs of commercial, military, and general aviation markets. Its diversified product offering and established relationships with OEMs and government entities provide a strong competitive position in specialized, high-reliability applications.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/what-to-know-about-this-fund-s-usd59-million-astronics-bet-amid-a-170-one-year-stock-surge/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Chip Stock Soared 325%. Why One Investor Still Sold $89 Million Worth</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 18:00:32 -0400</p> <p>Pertento Partners cut its stake in <strong>Silicon Motion Technology</strong> <span class="ticker" data-id="209198">(NASDAQ:SIMO)</span> in the first quarter, selling 738,875 shares in an estimated $89.68 million trade based on quarterly average pricing, according to a May 14, 2026, SEC filing.</p><p>Pertento Partners LLP disclosed in a <a href="https://www.sec.gov/Archives/edgar/data/1894571/000189457126000006/0001894571-26-000006-index.html">May 14, 2026, SEC filing</a> that it reduced its position in Silicon Motion Technology by 738,875 shares during the first quarter. The estimated value of shares sold was $89.68 million, calculated using the average closing price from January through March 2026. The fund’s quarter-end SIMO position was valued at $46.32 million, with total position value changing by $60.41 million over the period.</p><p>Silicon Motion Technology is a leading supplier of NAND flash controllers and storage solutions, operating at scale with a global customer base. The company leverages proprietary technology and a diversified product portfolio to address the needs of computing, enterprise, and industrial storage markets. Its established relationships with major OEMs and flash memory producers underpin a competitive edge in the fast-evolving semiconductor sector.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/this-chip-stock-soared-325-why-one-investor-still-sold-usd89-million-worth/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>A Modest Trim From Fairholme — Here's why JOE Is Still Worth a Look</h1> <p>newsfeedback@fool.com (Seena Hassouna) — Sat, 23 May 2026 17:45:17 -0400</p> <p>The Fairholme Fund, a concentrated mutual fund managed by Bruce Berkowitz, sold 377,800 shares of <strong>The St. Joe Company</strong> <span class="ticker" data-id="204146">(NYSE:JOE)</span>across three open-market transactions between May 5 and May 7, 2026, for aggregate proceeds of approximately $24.84 million, according to a <a href="https://www.sec.gov/Archives/edgar/data/745308/000091957426002738/0000919574-26-002738-index.htm">Form 4 filed with the SEC</a>.</p><p><em>Transaction value based on SEC Form 4 weighted average purchase price ($65.75); post-transaction value based on May 7, 2026 market close ($65.05).</em></p><p>* 1-year performance calculated using May 22, 2026 as the reference date.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/a-modest-trim-from-fairholme-why-joe-is-still-worth-a-look/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Is XLE the Right Fit for Your Portfolio Before Summer?</h1> <p>newsfeedback@fool.com (David Dierking) — Sat, 23 May 2026 17:45:00 -0400</p> <p>Tech stocks are getting all the attention on Wall Street right now, but the best-performing sector year to date is still energy. The <strong>State Street Energy Select Sector SPDR ETF</strong> <span class="ticker" data-id="206397">(NYSEMKT: XLE)</span> is up 32% so far in 2026, which easily tops the <strong>S&P 500</strong>'s <span class="ticker" data-id="220472">(SNPINDEX: ^GSPC)</span> 8.8% return and the 23% return of the <strong>State Street Technology Select Sector SPDR ETF</strong> <span class="ticker" data-id="208773">(NYSEMKT: XLK)</span>.</p><p>But all of those gains came during the first quarter of the year. So far in Q2, the XLE ETF is down about 2%, making it the second-worst-performing sector, behind only utilities.</p><p>The narrative right now is almost entirely around the Iran war. As tensions escalate and oil prices rise, <a href="https://www.fool.com/investing/stock-market/market-sectors/energy/">energy stocks</a> tend to rise as well and vice versa. That's an environment that can create a lot of volatility with little sustainable upside to show for it.</p><p><a href="https://www.fool.com/investing/2026/05/23/is-xle-etf-right-fit-for-portfolio-before-summer/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Payments Stock Is Down 50%. One Fund Sold a $63 Million Stake Last Quarter</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 17:40:01 -0400</p> <p>ShawSpring Partners reported a full exit from <strong>Shift4 Payments</strong> <span class="ticker" data-id="342321">(NYSE:FOUR)</span> in its May 14, 2026, SEC filing, selling 1,148,861 shares in a trade estimated at $63.41 million based on quarterly average pricing.</p><p>According to the <a href="https://www.sec.gov/Archives/edgar/data/1766908/000117266126001956/0001172661-26-001956-index.html">SEC filing</a> dated May 14, 2026, ShawSpring Partners sold its entire stake of 1,148,861 shares in Shift4 Payments during the first quarter of 2026. The estimated transaction value was $63.41 million, based on the average unadjusted closing price for the quarter. The net position change, which includes both trading activity and price movement, was a decline of $72.34 million.</p><p>Shift4 Payments, Inc. is a leading provider of integrated payment and technology solutions, supporting businesses with secure transaction processing and advanced software tools. The company leverages its proprietary platforms to deliver seamless payment experiences and robust analytics capabilities. With a broad set of solutions serving retail, hospitality, eCommerce, and entertainment venues in the United States, Shift4 offers integrated payment processing, business intelligence, and comprehensive software tools.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/this-payments-stock-is-down-50-one-fund-sold-a-usd63-million-stake-last-quarter/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>1 Spectacular Growth Stock to Buy Before It Soars by as Much as 124%, According to Wall Street</h1> <p>newsfeedback@fool.com (Anthony Di Pizio) — Sat, 23 May 2026 17:30:00 -0400</p> <p><strong>Sea Limited</strong> <span class="ticker" data-id="341761">(NYSE: SE)</span> is a triple threat in the digital economy. The Singapore-based company operates the largest e-commerce platform in Southeast Asia, a booming digital financial services business, and a game development studio that is responsible for some of the world's most successful mobile titles.</p><p>Sea stock is down 34% this year amid soaring oil prices, sparking concerns about a potential drop in consumer spending, but this could be a great long-term buying opportunity. In fact, the majority of the analysts tracked by <em>The Wall Street Journal</em> gave the stock a buy rating, and none recommend selling.</p><p>The most bullish analyst in the group predicts the stock could soar by a whopping 124% from here. I think that is realistic, which is why I bought Sea stock myself back in March. </p><p><a href="https://www.fool.com/investing/2026/05/23/growth-stock-buy-before-soars-sea-limited/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What This Fund's $24 Million monday.com Sale Could Signal After a 73% Stock Drop</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 17:29:47 -0400</p> <p>On May 14, 2026, ShawSpring Partners disclosed in an SEC filing that it sold out its entire position in <strong>monday.com</strong> <span class="ticker" data-id="344659">(NASDAQ:MNDY)</span>, exiting 253,959 shares in a trade estimated at $24.37 million based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1766908/000117266126001956/0001172661-26-001956-index.html">filing</a> with the Securities and Exchange Commission dated May 14, 2026, ShawSpring Partners liquidated its entire holding of monday.com, selling 253,959 shares. The estimated transaction value was $24.37 million, calculated using the average closing price for the first quarter. The quarter-end position value decreased by $37.47 million, a figure that includes both the share sale and price movement over the period.</p><p>monday.com is a technology company specializing in cloud-based work management solutions, with a global presence and a scalable SaaS business model. The company leverages modular software to address a broad range of operational needs for organizations of varying sizes.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/what-this-fund-s-usd24-million-monday-com-sale-could-signal-after-a-73-stock-drop/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Brent Crude Is Up 85% Since January. OXY, XOM, and CVX Are Playing It Very Differently.</h1> <p>newsfeedback@fool.com (Reuben Gregg Brewer) — Sat, 23 May 2026 17:15:00 -0400</p> <p><strong>Occidental Petroleum</strong> <span class="ticker" data-id="204875">(NYSE: OXY)</span> beat Wall Street estimates by a wide margin when it reported first-quarter 2026 earnings. Analysts were expecting earnings of $0.59 per share, but the company reported $1.06 per share. That's an impressive beat, but management admits that it could have done better. What's going on with the company and with peers like <strong>Chevron</strong> <span class="ticker" data-id="203255">(NYSE: CVX)</span> and <strong>ExxonMobil</strong> <span class="ticker" data-id="206209">(NYSE: XOM)</span>?</p><p>One of the first big problems in the quarter for oil companies was the timing of the oil price spike. Most of the advance occurred after the geopolitical conflict in the Middle East began, so the spike that has pushed oil prices up 85% in 2026 as of this writing didn't really get underway until March. So<span>, <a href="https://www.fool.com/investing/stock-market/market-sectors/energy/" target="_blank">energy companies</a> only benefited from higher oil prices for a short period</span>. </p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/23/brent-crude-is-up-85-since-january-oxy-xom-and-cvx/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Phibro's CEO transition puts this insider sale in context</h1> <p>newsfeedback@fool.com (Seena Hassouna) — Sat, 23 May 2026 17:07:00 -0400</p> <p>Jack Bendheim, President and CEO of <strong>Phibro Animal Health Corporation</strong> <span class="ticker" data-id="289019">(NASDAQ:PAHC)</span>, disclosed the indirect sale of 18,608 shares of Common Stock across multiple open-market transactions from May 5, 2026 through May 7, 2026, as reported in the <a href="https://www.sec.gov/Archives/edgar/data/1069899/000110465926057389/0001104659-26-057389-index.htm">SEC Form 4 filing</a>.</p><p><em>Transaction value based on SEC Form 4 weighted average purchase price ($54.61); post-transaction value based on total reported shares multiplied by the final May 7, 2026 close price, as calculated in SEC data.</em></p><p>* 1-year performance calculated using May 7th, 2026 as the reference date.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/phibro-s-ceo-transition-puts-this-insider-sale-in-context/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Target Just Posted Its First Sales Growth in 5 Quarters. So Why Did the Stock Drop Anyway?</h1> <p>newsfeedback@fool.com (Daniel Sparks) — Sat, 23 May 2026 17:06:00 -0400</p> <p>Shares of big-box retailer <strong>Target</strong> <span class="ticker" data-id="205706">(NYSE: TGT)</span> slid about 4% after the company reported its fiscal first quarter of 2026 (the period ended May 2, 2026) earlier this week. At first glance, this reaction may be surprising. After all, the quarter offered the clearest evidence yet that Target's long-awaited turnaround is taking hold. And management was confident enough to raise its full-year sales forecast.</p><p>Target said its comparable sales -- a measure of sales trends at stores and digital channels open for at least 13 months -- rose 5.6%, the company's first positive reading in five quarters. </p><p>So why did the stock fall anyway?</p><p><a href="https://www.fool.com/investing/2026/05/23/target-just-posted-its-first-sales-growth-in-5-qua/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>2 Tech Stocks Down 25% That Smart Money Is Buying Hand Over Fist Right Now</h1> <p>newsfeedback@fool.com (Geoffrey Seiler) — Sat, 23 May 2026 17:00:00 -0400</p> <p>Following billionaire investors into top stocks can be a smart move. This is especially true when those stocks are trading well off their highs.</p><p>The first quarter of 2026 was a busy one for many of the world's leading investors as they traded in and out of stocks. Let's look at two beaten-down tech stocks where the smart money was investing last quarter.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/23/tech-stocks-down-25-smart-money-buy-msft-uber/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What This Fund's $20 Million Sale Says About a Packaging Giant Facing a Turnaround Test</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 16:59:40 -0400</p> <p>On May 15, 2026, Shapiro Capital Management disclosed a sale of 1,580,551 shares of <strong>Graphic Packaging Holding Company</strong> <span class="ticker" data-id="203771">(NYSE:GPK)</span>, an estimated $19.92 million trade based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1177244/000137647426000377/0001376474-26-000377-index.html">SEC filing</a> dated May 15, 2026, Shapiro Capital Management LLC sold 1,580,551 shares of Graphic Packaging Holding Company during the first quarter. The estimated transaction value was $19.92 million, calculated using the average closing price over the quarter. The fund’s remaining stake at quarter end was 4,271,859 shares, worth $42.46 million. The position’s value declined by $45.68 million over the quarter, reflecting both trading activity and market price changes.</p><p>Graphic Packaging Holding Company is a leading provider of fiber-based packaging solutions with a global footprint and a diversified customer base. The company leverages vertical integration across paperboard production and packaging conversion to deliver value-added products to the food, beverage, and consumer goods sectors. Its scale, broad product portfolio, and focus on innovation in sustainable packaging support its competitive positioning in the global packaging industry.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/what-this-fund-s-usd20-million-sale-says-about-a-packaging-giant-facing-a-turnaround-test/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>1 Unstoppable Cryptocurrency to Buy Before It Soars 930%, According to Cathie Wood's Ark Invest</h1> <p>newsfeedback@fool.com (Anthony Di Pizio) — Sat, 23 May 2026 16:51:00 -0400</p> <p><strong>Bitcoin</strong> <span class="ticker" data-id="343539">(CRYPTO: BTC)</span> is the world's largest cryptocurrency. In fact, its market capitalization of $1.5 trillion represents more than half the combined value of every crypto coin and token currently in circulation. However, Ark Investment Management, which is run by seasoned technology investor Cathie Wood, thinks Bitcoin could be heading for a $16 trillion valuation by 2030. </p><p>Based on Bitcoin's circulating supply of over 20 million coins, Ark's prediction would translate to a price-per-coin of almost $800,000, representing a whopping 930% upside from its price of $77,700 as I write this. But how realistic is that target?</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/23/1-cryptocurrency-to-buy-soars-930-cathie-woods-ark/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What to Know About This Fund's $85 Million Lionsgate Buy During a Breakout Quarter</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 23 May 2026 16:47:10 -0400</p> <p>On May 15, 2026, Shapiro Capital Management disclosed a new position in <strong>Lionsgate Studios</strong> <span class="ticker" data-id="588312">(NYSE:LION)</span>, acquiring 9,309,570 shares in an estimated $85.91 million trade based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1177244/000137647426000377/0001376474-26-000377-index.html">Securities and Exchange Commission (SEC) filing</a> dated May 15, 2026, Shapiro Capital Management initiated a new position in <strong>Lionsgate Studios</strong> <span class="ticker" data-id="588312">(NYSE:LION)</span> by acquiring 9,309,570 shares. The estimated transaction value is $85.91 million, based on the average closing price for the first quarter of 2026. The quarter-end value of the position stood at $89.28 million, which reflects both the purchase and price changes during the period.</p><p>Lionsgate Studios is a leading independent content producer and distributor, leveraging a vast portfolio of film and television assets to drive revenue and brand value. The company’s entrepreneurial approach and ownership of high-value franchises underpin its competitive position in the global entertainment industry. Strategic focus on content creation and multi-platform distribution enables Lionsgate to capitalize on evolving media consumption trends.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/23/what-to-know-about-this-fund-s-usd85-million-lionsgate-buy-during-a-breakout-quarter/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Despite Its Recent Partnership with Apple, MP Materials Stock Is Down. Here's Why.</h1> <p>newsfeedback@fool.com (Steven Porrello) — Sat, 23 May 2026 16:45:00 -0400</p> <p><strong>MP Materials</strong> <span class="ticker" data-id="343372">(NYSE: MP)</span> is a rare-earth mining company at the forefront of a massive effort to rebuild the U.S.'s domestic supply chain of rare-earth elements. And by "forefront," I mean it is pretty much standing alone.</p><p>To date, no other U.S. company has what is under MP Materials' control. And no, I'm not talking about its partnership with <strong>Apple</strong> or its lucrative agreement with the Department of Defense (DOD) -- both, no doubt, key drivers behind MP stock's monster 223% gain last year. I'm referring to its key asset: the Mountain Pass mine, the only major rare-earth mine in operation in the U.S. today.</p><p>Without MP's major mining facility in California and its Texas magnet factory to go with it, the U.S.'s ambition to break free from China's rare earths would have very little homegrown metal behind it, at least not enough above ground to refine into those highly sought-after high-performance magnets that every industry, from defense to <a href="https://www.fool.com/investing/stock-market/market-sectors/information-technology/">tech</a>, needs.</p><p><a href="https://www.fool.com/investing/2026/05/23/despite-its-recent-partnership-with-apple-mp-mater/?source=iedfolrf0000001">Continue reading</a></p> </article> </main></body></html>