Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, investors' sentiments shifted to a more optimistic tone as concerns about a recession were overblown. The strategy returned 0.65% in the quarter, compared to a 3.84% return for the Russell 3000® Value Index. Stock selection was negative in 7 of the 11 sectors, primarily driven by the Industrials an ...

Applied Materials, Inc. (NASDAQ:AMAT) is one of the AI Stocks in Focus on Wall Street. On September 22, Morgan Stanley analyst Shane Brett upgraded the stock from Equal Weight to Overweight with a price target of $209.00 (from $172.00). The bank finds that shares of Applied Materials are compelling. “AMAT currently trades at a 25% discount to [Lam Research] vs 10% average since 2023, and our new PT implies a 15% discount.” A technical analyst using a cloud-based analytics dashboard for financial servic ...