Fortinet vs. CrowdStrike: Both Grew 26%. Why Pay Four Times the Earnings Multiple?
Fortinet, Inc. (NASDAQ:FTNT) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) each reported roughly 26% revenue growth in their latest quarters.
SoFi (SOFI) Grew Revenue 40%, Does That Justify a Premium to Its Sector?
For the first time, SoFi Technologies (NASDAQ:SOFI) added twice as many products as members in a single quarter, according to its second-quarter results.
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Williams bought 10,000 Palisade Bio Inc. shares at $1.46
Williams bought 10,000 Palisade Bio Inc. shares at $1.42
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Johnson bought 5,000 Golden Growers Cooperative shares at $5.00
Adar1 bought 18,182 Inmed Pharmaceuticals Inc. shares at $1.33
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Zamansky sold 8,442 American Well Corp shares at $13.00
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Vertiv vs. nVent: Why Is the Faster-Growing AI Infrastructure Stock Cheaper?
Vertiv Holdings Co (NYSE:VRT) has become a familiar way to invest in AI power and cooling.
Micron (MU): AI Memory Boom Could Outlast Your Expectations
AI workloads are driving demand for both high-bandwidth memory (HBM) and standard DRAM, and suppliers are struggling to keep up.
BlackBerry (BB) Lost the Smartphone War. Is QNX Winning Big Enough to Justify the Price?
BlackBerry Limited (NYSE:BB) has already completed perhaps the most difficult part of its transformation: pivoting from a smartphone maker into a software company.
PTC Inc. (PTC) Climbs 36% as Schneider Puts Whopping Premium on Takeover Bid — Here's What's Next
PTC Inc. (NASDAQ:PTC) saw its share price soar by as much as 36 percent on Monday to a day high of $196.05 apiece following news that it is set to be acquired by Schneider Electric for $22.6 billion.
Sherwin-Williams (SHW): Is Its Pro-Painter Distribution Moat Underappreciated?
The Sherwin-Williams Company (NYSE:SHW) is usually called a paint company, but its real advantage is where it sells.
MSCI (MSCI): Is Its Index Toll Booth on Passive Investing Unbreakable?
MSCI Inc. (NYSE:MSCI) owns some of the most-used stock-market benchmarks in the world, like MSCI Emerging Markets and EAFE.
Jim Cramer Believes META Muse Will "Have Much More Market Share Than OpenAI"
During the September 28 episode of Mad Money, Jim Cramer mentioned Meta Platforms, Inc. (NASDAQ:META) and highlighted that its products fit current market demands without risk of demand destruction.
Strategy (MSTR) Rallied 76%, but Jim Cramer Would Rather Own Bitcoin
During the October 1 episode of Mad Money, Jim Cramer reviewed the Nasdaq 100’s third-quarter performance and questioned buying Strategy Inc (NASDAQ:MSTR) as a way to gain Bitcoin exposure.
Jim Cramer Prefers CoreWeave (CRWV) Over Nebius (NBIS) — Is the Valuation Gap the Reason?
On September 30, when a caller asked about Nebius Group N.V.
CarMax (KMX) Earnings Show Turnaround Progress, But Margin Pressure Remains
On September 29, CarMax, Inc. (NYSE:KMX) reported results for the second quarter of fiscal 2027 ended August 31, 2026.
Danaher Has Barely Moved in a Year. Is its 25x Earnings Valuation Justified?
Danaher Corporation (NYSE:DHR) has had little to show shareholders for the past year.
Companies Listed Worldwide Present Live and Meet Investors at The Global Markets Forum (Hybrid), October 7 and 8
Live Presentations and Q&A Across Mining and Battery Materials, Biotechnology, Digital Health, Technology, Financial Services, and Energy and Environment Hybrid Day 1 in New York, NY, Virtual Day 2; Investors...
Alkami Technology (ALKT) vs. QTWO and JKHY: Can Alkami Turn Its Community-Banking Niche Into a Bigger Growth Story?
Is ALKT a good stock to buy? We came across a bullish thesis on Alkami Technology, Inc. on Tiger Multibagger Watchlist’s Substack.
St. James Value Investors Fund's Q3 2026 Investor Letter
St. James Investment Company recently released its "Value Investors" third-quarter 2026 investor letter.
Andrew Hill Investment Fund's Q3 2026 Investor Letter
Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter.
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Akamai’s (AKAM) Latest Move Has Jim Cramer Thinking Differently
On October 1, Jim Cramer discussed Akamai Technologies, Inc. (NASDAQ:AKAM) on Mad Money, highlighting its distributed computing plans and recently announced agreement with Anthropic.
What Makes Gentex’s (GNTX) an Attractive bet?
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
Amdocs (DOX) Adapts Mature Business Model to Counter AI Billed Revenue Headwinds
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
ManpowerGroup (MAN) Up +6% on Staffing Rebound
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
Staffing Sector Recovery Drives Kelly Services’ (KELYA) First Volume Growth in Years
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
Intersnack Buyout Delivers 91% Cash Premium for Utz Brands (UTZ) Shareholders
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
STARCARES Equips Seven Foster Homes for Children and Young People in Tanzania
Moshi, Tanzania, October 5th, 2026, FinanceWire The initiative with Kijana Kwanza furnishes seven family-style homes for up to 250 beneficiaries in Tanzania.
Vertical Data Inc Wraps September With a $192M LOI, Planned Canadian Deployment and Goldman Sachs Engagement
Pune, India, October 5th, 2026, FinanceWire This is a paid advertisement. Vertical Data Inc. (OTCQB: VDTA) is an AI infrastructure company led by Chairman and CEO Deven Soni.
Power Metallic Commences Preliminary Economic Assessment of the Nisk Project
Toronto, Ontario, October 5th, 2026, FinanceWire PEA targeted for completion in H1 2027; engineering, environmental and community engagement programs advancing in parallel TORONTO, Oct.
Pender Global Small Mid Cap Equity Fund’s Q3 2026 Investor Letter
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross Total Return USD Index'...
The Clorox Company (CLX): Capitalizing on Volatility to Sell and Repurchase at New Lows
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
Walmart (WMT) Is Becoming More Than a Retailer — But Is the Stock Too Expensive?
Walmart Inc.'s (NASDAQ:WMT) growth narrative is moving away from reliance on low-margin sales volume. The company delivered 24% year-over-year growth in its U.S.
Beyond Lumber Price Headwinds: Rayonier (RYN) Delivers Outperformance Across Key Segments
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
Here’s What Pressured Reynolds Consumer Products (REYN) in Q3
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
Flowers Foods (FLO): Margin Pressures Mount Amid Rising Input Costs and Competitive Headwinds
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
Packaged Meat Brand Equity Protects Smithfield Foods (SFD) During Pork Processing Downcycles
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
Avista Corporation (AVA) Offers Compelling Upside Relative to Risk
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded here.
Datadog (DDOG): Positioned to Capture Explosive Agentic AI Growth
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending
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