Warner Bros. Discovery, Inc.

Deckers Outdoor Corporation

Henry Schein, Inc.

HP Inc.

Victoria's Secret & Co.

David Einhorn, the founder of hedge fund Greenlight Capital, seriously <a href="https://www.sec.gov/Archives/edgar/data/1489933/0001172661-26-001122-index.html">revamped</a> his portfolio last quarter, almost completely getting rid of HP securities in favor of companies from the industrial sector and media business. The most notable deal was the purchase of shares of Warner Bros. Discovery. Over the past quarter, the value of the fund's public portfolio <a href="https://seekingalpha.com/article/4853256-tracking-david-einhorns-greenlight-capital-portfolio-q3-2025-update">grew by </a>12% to $2.85 billion.

Movies, running and AI skepticism: what the investor who predicted Lehman's collapse changed in his portfolio

Hewlett Packard Enterprise Company

Dell Technologies Inc.

Shares of IT equipment manufacturers fell

'Perfect storm': Morgan Stanley has worsened its view of the IT hardware market

Urban Outfitters, Inc.

Novo Nordisk A/S

NVIDIA Corporation

Alphabet Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: buyers are back in the majority

The manufacturer attributes the weak forecast to rising memory chip prices

HP disappointed with its profit forecast and announced layoffs of up to 6,000 people. Shares fell

Alibaba Group Holding Limited

Morning in New York: macro statistics will set the trading vector

Best Buy Co., Inc.

Li Auto Inc.

The last trading week of November in the US will be shortened due to Thanksgiving and Black Friday. Wall Street will focus on September wholesale price data and retail sales statistics for the same month.

Alibaba, retailers and the UK budget: what investors need to know this week