Beyond the Sell‑Off: Why Paychex (PAYX)’s PEO Engine Still Matters
Paychex, Inc. (NASDAQ:PAYX) may have been unfairly punished after its stock fell more than 5% following its fiscal first-quarter 2027 results.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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Berkshire bought 7,022 Lennar Corp W shares at $79.53
Berkshire bought 2,975 Lennar Corp W shares at $79.91
Berkshire bought 9,415 Lennar Corp W shares at $79.42
Berkshire bought 1,263 Lennar Corp W shares at $79.99
Berkshire bought 171,723 Lennar Corp W shares at $81.60
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Bernes sold 13,800 Gigacloud Technology Inc shares at $54.31
Bernes sold 4,497 Gigacloud Technology Inc shares at $53.58
Sheena sold 220 Natera Inc. shares at $390.53
Sheena sold 1,935 Natera Inc. shares at $389.71
Sheena sold 1,341 Natera Inc. shares at $388.76
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Is Tenet Healthcare Corporation (THC) A Solid Play on Expanding Ambulatory Business?
Tenet Healthcare Corporation (NYSE:THC) is increasingly relying on its ambulatory business as an important driver of growth, combining favorable long-term outpatient trends with attractive margins.
Paychex (PAYX) Beats EPS Estimates, But Slow Growth Weighs on Shares
Paychex, Inc. (NASDAQ:PAYX) fell despite reporting impressive fiscal 2027 Q1 results on September 23.
Foundayo’s Early Growth Is Raising Lilly (LLY)’s Revenue Expectations. But Can It Outrun Pricing Pressure?
Eli Lilly and Company (NYSE:LLY) received a modest price target raise on September 18 from Guggenheim.
Intuit (INTU) Is Getting Existing Customers to Spend More. Now It Needs More Customers
At its fiscal 2027 investor day on September 17, Intuit Inc. (NASDAQ:INTU) outlined plans to rebuild its customer acquisition engine.
IonQ (IONQ) Just Landed Nvidia Less Than 2 Years After Jensen Huang’s 30-Year Quantum Warning
Some may recall that in January 2025, Nvidia CEO Jensen Huang predicted a long wait, up to 30 years, for “very useful” quantum computers.
General Mills (GIS) Beats Q1 Estimates, But Its Growth Problem Remains
General Mills, Inc. (NYSE:GIS) reported fiscal 2027 Q1 results on September 23, with sales and earnings declining year-over-year but coming in slightly ahead of analysts’ expectations.
Fastly (FSLY) Is Getting More Interesting. Meta’s Muse Is Part of the Reason
Fastly, Inc. (NASDAQ:FSLY) is seeking to become more than a content delivery network.
Micron (MU) Trades at Just 6.5x Forward Earnings. RBC Says SCAs Could Change That
RBC Capital believes the market is not fully recognizing how Strategic Customer Agreements (SCAs) could change Micron Technology, Inc. (NASDAQ:MU)’s earnings profile.
Coinbase (COIN) Gets a Path to Tokenized Stocks in the US. But Can It Turn That Into Revenue?
On September 17, the SEC approved a temporary framework for trading tokenized US equities. Called the Innovation Exemption, this framework could give Coinbase Global, Inc.
Oracle vs. Alphabet: Which AI Cloud Stock Is the Better Buy?
Oracle Corporation (NYSE:ORCL) and Alphabet Inc. (NASDAQ:GOOGL) are both trying to turn AI infrastructure into a larger cloud business, but they are asking investors to fund very different models.
Eli Lilly (LLY) vs. Novo Nordisk (NVO): Has the GLP-1 Race Changed the Moat?
Eli Lilly and Company (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) were once viewed as the two big winners of the GLP-1 boom. However, the market's view of the two companies has changed sharply.
Halliburton (HAL) Enters Venezuela's Oil Revival with Two New Deals
Halliburton Company (NYSE:HAL) announced on September 21 that it had signed memorandums of understanding with Brazilian energy company Eneva and Venezuelan engineering firm WESCA to pursue oil and gas...
TotalEnergies (TTE) is Back in Venezuela- Could this Deal Unlock Fresh Oil Growth?
TotalEnergies SE (NYSE:TTE) is laying the groundwork for a potential return to Venezuela after signing a memorandum of understanding with the country’s government on September 19.
Is Tesla's (TSLA) Stock Really Priced Like a Car Company?
Tesla, Inc. (NASDAQ:TSLA)'s stock has been choppy over the last five years, with the stock falling 6% since November 2021.
Goldman Sachs Bets this Refining Stock Will Soar Past its Record High
Marathon Petroleum Corporation (NYSE:MPC) has surged by over 143% since the beginning of 2026, driven by an extraordinary spike in global refining margins as the ongoing geopolitical disruptions have ...
Truist Adds Fresh Fuel to Targa’s (TRGP) Growth Story. Is There More Upside Ahead?
Targa Resources Corp. (NYSE:TRGP) has been on a strong run this year, posting gains of almost 55% since the beginning of 2026.
Petrobras (PBR) Takes its Oil Hunt to Ivory Coast: Is Another Major Oil Play Taking Shape?
Petróleo Brasileiro S.A. - Petrobras (NYSE:PBR) announced on September 17 that it had signed production-sharing contracts for eight offshore exploration blocks in Ivory Coast.
NVIDIA (NVDA) vs. Broadcom (AVGO): Which AI Chip Stock Has the Stronger Moat?
NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) have both been beneficiaries of the AI boom. However, their competitive advantages come from very different places.
Shell (SHEL) is Eyeing a Massive LNG Expansion in Canada: Could this Be its Next Big Move?
A Reuters report on September 17 revealed that Shell plc (NYSE:SHEL) and its partners in the LNG Canada export project could reach a final investment decision on its Phase 2 expansion as early as October...
TotalEnergies (TTE) Eyes a Bigger $16 Billion Bet on Iraq: Could this Unlock More Growth?
A Reuters report on September 14 indicated that TotalEnergies SE (NYSE:TTE) and Iraq’s government have agreed to discussions on energy projects in the country.
Are Investors Too Worried About Netflix's (NFLX) Growth?
Netflix, Inc. (NASDAQ:NFLX) has spent much of 2026 under pressure as investors are beginning to wonder whether the company's growth will slow.
Vitesse Energy (VTS) Acquires Chevron-Backed Assets in $26 Million Deal. Can it Drive Further Growth?
Vitesse Energy, Inc. (NYSE:VTS) announced on September 16 that it had completed the acquisition of non-operated oil and gas assets in Colorado’s Denver-Julesburg Basin for $26 million.
Celanese (CE) Announces Chemical Price Increases. Can Margins Improve?
Celanese Corporation (NYSE:CE) announced price increases across four acetyl products on September 21, effective immediately or as contracts and other commitments permit.
Visa (V): Is Its Economic Moat Strong Enough to Last?
Visa Inc. (NYSE:V) is one of the world's most recognizable brands. But its real advantage is much harder to replicate: its network effect.
Clearwater Paper (CLW) Refinances Debt Through 2031. Does More Time Mean a Stronger Balance Sheet?
Clearwater Paper Corporation (NYSE:CLW) disclosed in a September 21 filing that it signed a new credit agreement on September 18.
Old Dominion (ODFL) Announces a Rate Increase. Can it Keep Customers?
Old Dominion Freight Line, Inc. (NASDAQ:ODFL) announced on September 21 a 4.9% general rate increase effective October 5, 2026.
Can Caterpillar (CAT) Keep Growing as Construction Slows? AI May Hold the Key
Caterpillar Inc. (NYSE:CAT) has delivered strong growth this year, and that is reflected in the stock, which has jumped by 37% year-to-date.
BrightSpire Capital (BRSP) Prices $960 Million Financing Deal. Can Lending Returns Improve?
BrightSpire Capital, Inc. (NYSE:BRSP) disclosed on September 21 that it had priced a $960 million commercial real estate collateralized loan obligation, or CLO, on September 18.
ABIVAX (ABVX) Uses More Cash. Can its Funding Cover a Potential Launch?
ABIVAX Société Anonyme (NASDAQ:ABVX) reported first-half 2026 operating cash use of €102.5 million on September 21, up from €66.6 million a year earlier.
Alkermes (ALKS) Reports Early ADHD Drug Results. Can a Larger Trial Show it Works?
Alkermes plc (NASDAQ:ALKS) reported on September 21 that adults receiving the investigational oral drug ALKS 7290 showed improved symptoms of attention-deficit hyperactivity disorder (ADHD).
Bio-Techne (TECH) Shareholders Approve the Merck KGaA Takeover and Reject the Pay Package
Bio-Techne Corporation (NASDAQ:TECH) shareholders voted on September 23 to approve the company's acquisition by Merck KGaA of Darmstadt, Germany.
TC Energy (TRP) Signs Pipeline Sale. Can Reinvestment Replace Cash Flow?
TC Energy Corporation (NYSE:TRP) announced on September 21 that it agreed to sell Energía Occidente de México, which owns the Guadalajara-Manzanillo pipeline, to affiliates of ESENTIA.
Elemental Royalty (ELE) Signs $290M Deal. Will Added Cash Flow Justify the Cost?
Elemental Royalty Corporation (NASDAQ:ELE) announced definitive agreements on September 21 to acquire five streams and royalties from Orion-managed funds for US$290 million.
Duke Energy (DUK) Hits a 52-Week Low as the 30-Year Treasury Reaches a 2004 High
Duke Energy Corporation (NYSE:DUK) closed at $113.23 on September 24, within a few cents of its lowest level in a year. Nothing went wrong at the company. The bond market moved instead.
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