Meta (META) Loses a New Mexico Jury Verdict Over Facebook Data Practices
Meta Platforms, Inc. (NASDAQ:META) lost a civil jury verdict in Santa Fe on September 25.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Hedge Funds
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Top Fund Managers
Best Performing Funds
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Insider Trading
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Latest Insider Purchases
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
Latest Insider Sales
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
Featured Content
Do not Miss
Is McDonald's (MCD) Moat Narrowing as GLP-1 Drugs Reshape Menus?
McDonald's Corporation (NYSE:MCD) has lost about 22% of its value over the past twelve months while the wider market rose. Nothing obvious broke.
Novo’s Pipeline Strategy Takes Another Step Forward
Novo Nordisk A/S (NYSE:NVO) has signed a drug-discovery and licensing agreement with Orbis Medicines worth up to $1.4 billion to develop oral therapies for cardiometabolic diseases that are traditionally...
Aurora Innovation’s Road to Profitability Runs Through Fleet Expansion
Aurora Innovation, Inc. (NASDAQ:AUR) is trying to move from autonomous-truck commercialization toward profitability by rapidly expanding its driverless fleet.
Goldman Sachs Looks to Deepen its Footprint in Credit
The Goldman Sachs Group, Inc. (NYSE:GS) is reportedly in talks to acquire Palmer Square Capital Management, a credit-focused asset manager overseeing more than $37 billion, according to Bloomberg.
Why Amgen’s Pipeline Just Got More Interesting
Amgen Inc. (NASDAQ:AMGN)'s experimental drug dazodalibep met the main goal of a late-stage trial for Sjögren’s disease.
Target’s Dividend Has Room to Grow, But Capital Spending Matters
Target Corporation (NYSE:TGT) has declared a regular quarterly dividend of $1.16 per share, payable on December 1 to shareholders of record as of November 11.
Lockheed Martin (LMT) Gets Another Boost from the Long-Range Missile Push
Lockheed Martin Corporation (NYSE:LMT) has secured a U.S.
AI Could Give AbbVie (ABBV) a New Route to Long-Term Pipeline Growth
AbbVie Inc. (NYSE:ABBV) and Iambic announced a multi-year collaboration to use Iambic’s AI platform to accelerate small-molecule drug discovery across immunology, neuroscience, and oncology.
Pfizer (PFE) Balances Global Pricing Opportunity with New Revenue Sharing
Pfizer Inc. (NYSE:PFE) has agreed to share a portion of the incremental net revenue it generates from higher drug prices overseas with the U.S.
A New Wave of Senior Patients Could Extend Lilly’s GLP-1 Growth Story
Eli Lilly and Company (NYSE:LLY) CEO David Ricks said that about 700,000 new seniors have started GLP-1 treatment since Medicare began covering obesity drugs in July, with roughly 70% using Lilly medicines...
Lilly’s Oral GLP-1 Push Gains Momentum. Can Foundayo Become its Next Growth Engine?
Eli Lilly and Company (NYSE:LLY)'s CEO David Ricks told CNBC that Foundayo now accounts for roughly one-third of new patients starting an oral GLP-1, with Lilly’s share of the pill market increasing...
AMD’s $1 Trillion Valuation Raises the Bar for its AI Ambitions
Advanced Micro Devices, Inc. (NASDAQ:AMD) has crossed the $1 trillion market-capitalization threshold for the first time, with shares rising 9.6% to a record $613.31 on September 21.
Oracle’s AI Expansion Faces a New Test as Data Center Costs Rise
Oracle Corporation (NYSE:ORCL) is facing growing scrutiny over the financing of its AI infrastructure after about $18 billion of loans tied to its Project Jupiter data center in New Mexico were quoted...
This Underrated Bank Stock Just Raised its Dividend for the 11th Straight Year
Fifth Third Bancorp (NYSE:FITB)'s latest dividend increase gives income investors another reason to look at the stock, but the key question is whether the bank can keep growing the payout while maintaining...
Circle (CRCL) Loses its CFO and a Co-Founder on the Same Day
Circle Internet Group (NYSE:CRCL) disclosed on September 25 that chief financial officer Jeremy Fox-Geen is stepping down after more than five years in the role.
Texas Instruments Extends Dividend Growth Streak to 23 Years with 7% Raise
Texas Instruments Incorporated (NASDAQ:TXN) has raised its quarterly dividend by 7% to $1.52 per share from $1.42, bringing the annualized payout to $6.08.
Toyota’s $6.4 Billion Factory Bet Could Reshape its Manufacturing Future
Toyota Motor Corporation (NYSE:TM) estimates that modernizing its factories could require about 1 trillion yen ($6.4 billion) annually from 2028, covering Toyota, group companies, and major suppliers.
S&P Global Expands into Onchain Finance with OpenZeppelin Deal
S&P Global Inc. (NYSE:SPGI) has agreed to acquire OpenZeppelin, a provider of smart-contract security infrastructure for onchain finance.
GM’s Diesel Push Could Protect Margins, but the Market is Shifting
General Motors Company (NYSE:GM) is sticking with diesel engines for the redesigned Chevrolet Silverado and GMC Sierra, which are scheduled to launch in the fourth quarter.
National Fuel’s Latest Move Could Redefine its Utility and Gas Businesses
National Fuel Gas Company (NYSE:NFG) said its board expects to complete its review by October 15 of a plan to separate the company into two publicly traded businesses.
Alibaba is Betting Bigger on AI as the Race for Scale Intensifies
Alibaba Group Holding Limited (NYSE:BABA) is deepening its full-stack AI strategy with a planned next-generation model containing 5 trillion to 10 trillion parameters, as much as four times the size of...
Here is Why BJ's Wholesale Club (BJ) is a Good Investment
BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) is the warehouse club nobody argues about. Costco gets the attention, and Sam's Club has Walmart behind it.
Novo Nordisk Searches for Growth Beyond its Biggest Franchise
Novo Nordisk A/S (NYSE:NVO) is defending its push to diversify beyond obesity as CEO Mike Doustdar signals that the company is willing to pursue deals to build growth outside its core weight-loss franchise...
Amgen (AMGN) Sells its Deerfield Campus for $151 Million and Leases it Back
Amgen Inc. (NASDAQ:AMGN) has sold its office campus in Deerfield, Illinois, for $151 million. The buyer is an entity tied to Mesirow, a financial services firm based in Chicago. Amgen is not leaving.
Deckers (DECK) vs Crocs (CROX): Which is a Better Stock to Buy?
Deckers Outdoor Corporation (NYSE:DECK) owns Hoka and Ugg. Crocs, Inc. (NASDAQ:CROX) owns the clog and HeyDude. Both sell footwear that started as a niche and became ordinary.
Microsoft (MSFT) Puts GitHub's Coding Engine Inside the App Office Workers Already Use
Microsoft Corporation (NASDAQ:MSFT) added a tool called Code to its Copilot app on September 25. It lets someone build an app or a dashboard by describing it in plain language.
Coinbase (COIN) vs Strategy (MSTR): Which is a Better Stock to Buy?
Coinbase Global, Inc. (NASDAQ:COIN) and Strategy Inc (NASDAQ:MSTR) are the two ways most investors own crypto without owning any. Both have been punished.
Ford (F) Halts F-150 Production at Dearborn Over a Supplier Problem
Ford Motor Company (NYSE:F) has stopped building the F-150 at its Dearborn Truck Plant, according to a company memo. All crews were canceled from Thursday through Tuesday, September 29.
Can Medtronic's (MDT) Core Units Keep Up With Management’s New Bets?
Medtronic plc’s (NYSE:MDT) investment thesis rests on accelerating growth across its key innovation platforms.
Immunovant (IMVT): One Trial Failure Doesn’t Break the Bull Case
We all have bad days. Immunovant, Inc. (NASDAQ:IMVT) had its latest bad day on September 23 after a clinical-trial setback, sending the shares lower.
Ligand (LGND)-AvenCell Deal: Most of the Funding Is Tied to Milestones
Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) is building a business model that differs from that of many drug developers.
Aurora Innovation (AUR): What Could Drive AUR Higher or Lower From Here?
Aurora Innovation, Inc.
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