Claude AI Just Sold ServiceNow and Inter & Co — Should You Too?
August 13th - News, Stock Analysis
Hedge Funds
Hedge Fund Investor Letters Q2 2026
August 12th
Insider Trading
Lightheart bought 250 Riverview Bancorp Inc shares at $5.31
Hoxworth bought 5,376 Citizens Inc. shares at $3.83
Thau bought 350 Blue Bird Corp shares at $64.37
Horizon bought 756 Renn Fund Inc. shares at $2.90
Horizon bought 1 Texas Pacific Land Corp shares at $353.15
Seaver sold 4,500 Southern First Bancshares Inc shares at $63.75
Seaver sold 500 Southern First Bancshares Inc shares at $64.00
Seaver sold 6,000 Southern First Bancshares Inc shares at $64.00
Seaver sold 5,000 Southern First Bancshares Inc shares at $63.50
Seaver sold 5,000 Southern First Bancshares Inc shares at $63.00
IREN’s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage
August 13th, 2026 - Hedge Funds News
Hedge Fund Investor Letters Q2 2026
August 12th, 2026 - Hedge Fund Investor Letters News
Microchip Technology (MCHP) Signals Cyclical Recovery with Q4 Beat and Strong Guidance
August 13th, 2026 - Hedge Fund Investor Letters News
Loss of Market Share in U.S. Antitrust Consulting Pressures FTI Consulting’s (FCN) Top-Line Performance
August 13th, 2026 - Hedge Fund Investor Letters News
Knight-Swift Transportation Holdings (KNX) Gains from Pricing Power
August 13th, 2026 - Hedge Fund Investor Letters News
The Strategy Holds Firm on L3Harris Technologies (LHX)
August 13th, 2026 - Hedge Fund Investor Letters News
Meta (META) Deletes 756,000 Teen Accounts, But Is It Enough?
August 13th, 2026 - Hedge Funds News
Lower Capex Outlook and Leadership Change Weighed on Expand Energy Corp. (EXE)
August 13th, 2026 - Hedge Fund Investor Letters News
Devon Energy Corp. (DVN) Slipped Post-Acquisition
August 13th, 2026 - Hedge Fund Investor Letters News
Soft Outlook Overshadows Trimble’s (TRMB) Strong Results
August 13th, 2026 - Hedge Fund Investor Letters News
Widening Spreads and Tariff Protection Drive Steel Dynamics’ (STLD) Rally
August 13th, 2026 - Hedge Fund Investor Letters News
Patriots and THAAD: Lockheed Martin Corporation (LMT) and Northrop Grumman Corporation (NOC) Bet Big on Missile Defense Surge
August 13th, 2026 - Hedge Funds News
Molina Healthcare (MOH) Surged on Medicaid Clarity and Robust Results
August 13th, 2026 - Hedge Fund Investor Letters News
Sycamore Mid Cap Value Equity Strategy’s Q2 2026 Investor Letter
August 13th, 2026 - Hedge Fund Investor Letters News
Ducommun Incorporated (DCO)'s Quiet Comeback: How It Doubled Investors' Money in 2026
August 13th, 2026 - Hedge Funds News
Micron Technology (MU): A Clear Beneficiary of the AI Infrastructure Buildout?
August 13th, 2026 - Hedge Fund Investor Letters News
KLA Corporation (KLAC) Positioned to Benefit from Semiconductor Chip Complexity
August 13th, 2026 - Hedge Fund Investor Letters News
CrowdStrike Holdings (CRWD) Gains as Autonomous AI Agents Go Mainstream
August 13th, 2026 - Hedge Fund Investor Letters News
AI Tailwinds and Faster CyberArk Integration Power Palo Alto Networks (PANW)
August 13th, 2026 - Hedge Fund Investor Letters News
Intuitive Surgical (ISRG) Backs Long-Term Moat Amid Near-Term Volatility
August 13th, 2026 - News
Nvidia (NVDA) and Broadcom (AVGO) Deepen AI Financing Push — But Wolfe Sees Long-Term Risks
August 13th, 2026 - Hedge Funds News
Here’s What Hurt Boston Scientific Corporation (BSX) in Q2
August 13th, 2026 - Hedge Fund Investor Letters News
TCW Concentrated Large Cap Growth’s Q2 2026 Investor Letter
August 13th, 2026 - Hedge Fund Investor Letters News
Insulet Corporation’s (PODD) Wearable Pod Tech Finds New Frontier
August 13th, 2026 - Hedge Fund Investor Letters News
The Fund Mounts Against Alphabet’s (GOOG) Aggressive AI Spending
August 13th, 2026 - Hedge Fund Investor Letters News
Alpha Wealth The Insiders Fund’s Q2 2026 Investor Letter
August 13th, 2026 - Hedge Fund Investor Letters News
Alphabet (GOOG): AI Era’s Primary Beneficiary
August 13th, 2026 - Hedge Fund Investor Letters News
What Makes Welltower (WELL) a Bullish Bet?
August 13th, 2026 - Hedge Fund Investor Letters News
Is Fervo Energy Company (FRVO) the Future of Baseload Power?
August 13th, 2026 - Hedge Fund Investor Letters News
Broadcom (AVGO) Strengthens Market Position with Major Customers and Strategic Agreements
August 13th, 2026 - Hedge Fund Investor Letters News
GDS Holdings Limited (GDS) Declined Despite Solid Operating Results
August 13th, 2026 - Hedge Fund Investor Letters News
On Holding (ONON) Just Had Its Worst Trading Day Ever. Did Investors Overreact?
August 13th, 2026 - Hedge Funds News
Sea Limited (SE) Jumped 15%, But Can the Rally Last?
August 13th, 2026 - Hedge Funds News
Jim Cramer’s Surprise AI Pick: Aramark (ARMK)
August 13th, 2026 - News
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