Dec 13, 2025 • MarketBeat
NEUTRAL
Akamai Technologies, Inc. $AKAM Shares Sold by GMT Capital Corp
GMT Capital Corp reduced its stake in Akamai Technologies (NASDAQ:AKAM) by 4.0% in Q2 2025, selling 13,800 shares. Despite this, other institutional investors significantly increased their holdings in the company, highlighting mixed sentiment. Akamai reported strong Q3 earnings, surpassing analyst estimates, and provided positive guidance, contributing to its stock performance.
Dec 13, 2025 • MarketBeat
SOMEWHAT-BULLISH
International Paper Company $IP Shares Bought by Curi Capital LLC
Curi Capital LLC increased its holdings in International Paper Company (NYSE:IP) by 28.5% in the second quarter, bringing its total to 443,903 shares valued at approximately $20.79 million. Despite mixed analyst ratings with a consensus "Hold" and an average price target of $50.44, institutional investors collectively own a significant 81.95% of the company's stock. The company recently reported a quarterly loss and missed revenue estimates but declared a dividend of $0.4625 per share.
Dec 13, 2025 • MarketBeat
NEUTRAL
Boothbay Fund Management LLC Buys 57,329 Shares of Performance Food Group Company $PFGC
Boothbay Fund Management LLC increased its stake in Performance Food Group Company (NYSE:PFGC) by 90.8% in the second quarter, acquiring an additional 57,329 shares. Other institutional investors also adjusted their positions in the food distribution company. Wall Street analysts currently rate PFGC as a "Moderate Buy" with an average price target of $114.10.
Dec 13, 2025 • ts2.tech
NEUTRAL
ServiceNow (NOW) Stock After the Bell on Dec. 12, 2025: After-Hours Move, Stock Split Countdown, and What to Watch Before the Next Market Open
ServiceNow's (NOW) stock experienced a modest decline after Friday's session on December 12, 2025, with after-hours trading revealing a slight dip amid broader tech sector concerns over "AI bubble" nerves. The primary upcoming event for NOW is a 5-for-1 stock split, with split-adjusted trading expected to commence on December 18, 2025, which will impact price psychology, liquidity, and options mechanics. Investors should also watch for ongoing AI sentiment and interest rate expectations, as well as ServiceNow's integration strategies regarding enterprise AI security, particularly its acquisition of Veza and a new integration with Keeper Security.
Dec 12, 2025 • Forbes
SOMEWHAT-BULLISH
ServiceNow Agrees To Buy Veza To Govern AI Agent Permissions At Scale
ServiceNow announced its intent to acquire Veza for over $1 billion to enhance identity governance for AI agents at scale. This acquisition, following ServiceNow's $2.85 billion deal for Moveworks, aims to integrate Veza's identity security platform with ServiceNow's AI Control Tower to provide critical governance for non-human identities, especially as enterprise AI adoption accelerates. The move signals ServiceNow's strategy to bolster its competitive position in the rapidly evolving AI landscape, addressing challenges like context-dependent permissions and the growing attack surface created by AI agents.
Dec 12, 2025 • Insider Monkey
NEUTRAL
Hedge Fund and Insider Trading News: Cathie Wood, Michael Burry, Renaissance Technologies, Mason Capital, Millennium Management, Adverum Biotechnologies Inc (ADVM), MGM Resorts International (MGM), and More
This article summarizes recent hedge fund and insider trading activities, featuring prominent figures like Cathie Wood and Michael Burry, and firms such as Renaissance Technologies, Mason Capital, and Millennium Management. Key events include Cathie Wood selling Tesla shares, Michael Burry's comments on the AI bubble, and significant insider buying in companies like Adverum Biotechnologies Inc (ADVM) and MGM Resorts International (MGM). The article also touches on Renaissance exploring trading model tweaks and Millennium backing new hedge funds.