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The Nightview Fund navigated the first quarter with a level of activity that reflects both the magnitude of the opportunities we identified and our conviction in acting on them. The twenty names we hold today are, we believe, among the highest-quality businesses available to us at reasonable prices anywhere in the investable universe. We initiated our position in Axon in late February as the stock corrected sharply in the broader software selloff.

Kevin Warsh, Trump's ‘central casting', has a long road ahead of convincing board members to lower interest rates

As the second quarter unfolds, inflation continues to make slow progress, economic growth is solid but narrow, and labor markets remain in an uncomfortable balance. Equity markets are adjusting to a more uncertain world and will likely remain volatile until the Middle East conflict resolves.

Trump's announcement that the cease-fire would hold—after markets closed Tuesday— encouraged investors, even as the potential for further, more damaging developments in the war remained.

Heritage Foundation chief economist EJ Antoni discusses Federal Reserve Chair nominee Kevin Warsh being questioned by Democrats during his confirmation hearing on ‘The Bottom Line.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #thebottomline #politics #political #politicalnews #government #economy #federalreserve #fed #kevinwarsh #senate #hearing #democrats #democraticparty #democrat #confirmation #policy #finance #washingtondc #washington #dc

Investors await Tesla earnings later Wednesday

Guy Johnson, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:02 - Iran War: Trump Ceasefire Extension 00:00:52 - S&P Futures 00:01:49 - UK Inflation 00:02:35 - Kevin Warsh Pledges Fed Indepedence at Senate Hearing -------- More on Bloomberg Television and Markets Like this video?

The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the “Greed” zone on Tuesday.

Trump Media stock has fallen sharply under CEO Devin Nunes, who is leaving his position.

Bank of America Securities head of U.S. equity and U.S. quantitative strategy Savita Subramanian analyzes S&P 500 valuations, earnings revisions and consumer impact on 'Making Money.' #fox #media #us #usa #new #news #foxbusiness #stocks #market #economy #finance #investing #wallstreet #sp500 #earnings #valuation #consumer #business #analysis #money #trade #economic #markets

The private-equity firm continues selectively pursuing thematic investments, the vast majority of those focused on the AI opportunity, it said.

Sweden's Handelsbanken reported first-quarter net profit above market expectations on Wednesday and said net inflow to the banks funds was good during the quarter.

The hidden institutional drivers powering today's bull market might not end well for individual investors. Pay attention.

Groupe Dynamite has demonstrated impressive post-IPO growth, with accelerating comparable store sales and expanding US presence. GRGD's two brands, Garage and Dynamite, drive strategy, with Garage leading US expansion and targeting Gen Z with trendy, reasonably priced fashion. Garage is slated for all new US store openings through 2026, mirroring Aritzia's growth trajectory and focusing on everyday luxury.

Infrastructure Capital Equity Income ETF is rated Buy for its dynamic, actively managed approach to income and total return. ICAP leverages a diversified portfolio, including equities, equity-like securities, and options derivatives, to maximize yield and growth potential. The fund's top holdings—MRVL, AMZN, and CFG—reflect a macro-driven, bottom-up selection process targeting high-growth potential. Sector themes provide an appealing, diverse strategy.

Central bank will maintain autonomy as Trump eyes rate cuts, nominee says.

Carl Zeiss Meditec is rated a 'Strong Buy' with a €75/share price target, reflecting significant undervaluation after a 60% share price decline. CZMWF's challenges stem from Chinese market weakness, unfavorable product mix, and FX headwinds, but core operational expenses remain stable, and non-China APAC trends are positive. Despite near-term uncertainty and no guidance, I see minimal bankruptcy risk, and strong market positioning, and I expect AEPS to reach €2.4/share by 2028-2029.

Today welcomed one of the final steps for Kevin Warsh to replace Jerome Powell as Chairman for the Federal Reserve – a process that initially was supposed to occur on May 15th. WTI (US) oil prices have ground higher in recent hours but remain below the key $93 pivot.

Fox News legal analyst Gregg Jarrett discusses the Federal Reserve's noncompliance with Department of Justice subpoenas and whether President Trump has the authority to fire Fed Chair Jerome Powell on ‘Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #kudlow #federalreserve #jeromepowell #powell #donaldtrump #trump #doj #justice #law #legal #politics #political #politicalnews #government #economy #finance #investigation #subpoena #authority #leadership #washingtondc #washington #dc

Bad news stirs even greater interest among investors who see only prospects for the stock market to keep setting records.