Affirm Holdings

PayPal Holdings

Kerrisdale Capital targets Affirm with $17 price target, claiming 80% downside. The firm argues BNPL giant is a subprime lender facing credit and regulatory risks.

Kerrisdale Capital Shorts Affirm, Calls BNPL Leader 'Subprime Lender in Fintech Clothing'

JPMORGAN CHASE &

CITIGROUP

WELLS FARGO & COMPANY/MN

CAPITAL ONE FINANCIAL

Synchrony Financial

AMERICAN EXPRESS

Trump asks Congress to cap credit card rates at 10%. Banks warn 137M+ cardholders could lose access. JPMorgan CEO calls it 'economic disaster.'

Trump Asks Congress to Cap Credit Card Rates at 10% — Banks Warn of 'Economic Disaster'

NATHANS FAMOUS

SMITHFIELD FOODS

Smithfield pays $450M for Nathan's Famous hot dogs at 10% premium. Deal secures perpetual rights to iconic Coney Island brand pending CFIUS approval.

Smithfield Buys Nathan's Famous for $450 Million, Ending Century-Old Independence

Prologis

AMERICAN TOWER CORP /MA/

EQUINIX

DIGITAL REALTY TRUST

Prologis beats Q4 estimates with record 228M sq ft leases in 2025, expands data center power to 5.7 GW. Guides 2026 Core FFO of $6.00-$6.20.

Prologis Posts Record 228M Square Feet of Leases, Expands Data Center Power Pipeline to 5.7 GW

JOHNSON & JOHNSON

J&J beats Q4 estimates, raises 2026 guidance to $100B+ sales. But federal judge allows expert testimony linking talc to cancer in 67,500+ lawsuits.

J&J's $527B Question: Strong Earnings Collide with Major Talc Litigation Ruling

Mission Produce

CALAVO GROWERS

Globalharvest Holdings bets $11.6M on Mission Produce shares day after $430M Calavo deal—the largest insider purchase in months.

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Kerrisdale Capital Shorts Affirm, Calls BNPL Leader 'Subprime Lender in Fintech Clothing'

Trump Asks Congress to Cap Credit Card Rates at 10% — Banks Warn of 'Economic Disaster'

Smithfield Buys Nathan's Famous for $450 Million, Ending Century-Old Independence

Prologis Posts Record 228M Square Feet of Leases, Expands Data Center Power Pipeline to 5.7 GW

J&J's $527B Question: Strong Earnings Collide with Major Talc Litigation Ruling

Mission Produce's 10% Owner Bets $11.6M on Calavo Deal