Generation Investment Management Global Equity Strategy Q2 2026 Investor Letter
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2026 investor letter.
Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks
Billionaire Daniel Loeb’s Third Point opened about 16 new positions during the second quarter. Two of the new buys sit well outside the AI trade, and we decided to focus on those for this article.
Hedge Funds
News & Analysis
Top Fund Managers
Best Performing Funds
Featured Content
Insider Trading
News & Analysis
Latest Insider Purchases
De bought 313,104 Liberty Latin America Ltd. shares at $20.95
De bought 17,596 Liberty Latin America Ltd. shares at $20.65
De bought 145,490 Liberty Latin America Ltd. shares at $21.00
Altman bought 800 Biocardia Inc. shares at $1.09
Engert bought 5,140 Enovis Corp shares at $19.46
Latest Insider Sales
Kandiah sold 498,728 Rackspace Technology Inc. shares at $3.21
Ainscow sold 23,678 Asp Isotopes Inc. shares at $3.89
Ainscow sold 25,000 Asp Isotopes Inc. shares at $3.91
Mann sold 83,759 Asp Isotopes Inc. shares at $4.10
Mann sold 83,758 Asp Isotopes Inc. shares at $3.92
Featured Content
Do not Miss
Global Growth Fund is Re-Evaluating Flutter Entertainment's (FLUT) Strategic Fit
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
Tetra Tech (TTEK): Navigating Growth Amid Infrastructure Investment Uncertainty
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
Rising CPU Demand Positions Arm Holdings (ARM) for Gains
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
Intuitive Surgical (ISRG): Embracing AI Innovations in Robotic Surgery for Future Growth
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
ASML Holding N.V. (ASML) Well Positioned as AI Fuels Chip Complexity
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
Sands Capital Global Growth Fund’s Q2 2026 Investor Letter
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”.
ChargePoint (CHPT) Posts Strong Q2 Results, But Q3 Outlook Raises Concerns
On September 2, ChargePoint Holdings, Inc (NYSE:CHPT) reported stronger-than-expected results for the second quarter of fiscal 2027.
Baidu Just Gained Shanghai and Shenzhen Stock Connect Access. Is It Now a Better AI Bet Than Alibaba?
Baidu announced on September 4 that its Hong Kong Class A shares are now included in both the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs, effective September 7..
Nova (NVMI) Just Blew Past $250M In Quarterly Sales
On August 6, Nova (NASDAQ:NVMI) reported second-quarter 2026 results for the three months ended June 30, and the numbers marked a new high point for the semiconductor metrology company.
Essential Utilities (WTRG) Keeps Growing While Profits Quietly Slide
On August 4, Essential Utilities (NYSE:WTRG) reported second-quarter results that read like two different stories stapled together.
Strong Cash App Momentum Drives Favorable Outlook for Block (XYZ)
Cash App segment is becoming a major driver of the growth story for Block Inc.
Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Is HPE Finally Getting Paid for the GPU Networking Bottleneck?
Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration.
Applied Industrial (AIT) Smashed Records, Then Guided For Less
On August 13, Applied Industrial Technologies (NYSE:AIT) reported fiscal fourth-quarter and full-year results for the period ended June 30, and the numbers were the best in company history.
AMD and Intel Soared as Nvidia Lagged: Has the AI Trade Changed?
AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%.
Encompass Health (EHC): This Rehab Hospital Giant Just Raised Its Own Bar Again
On August 5, Encompass Health (NYSE:EHC) reported second quarter results that beat its own expectations by enough to raise full year guidance twice in the same release, first on revenue and then on profit...
Watts Water (WTS) Hits Record Sales While Margins Quietly Slip
On August 5, Watts Water Technologies (NYSE:WTS) reported second quarter results showing net sales of $763 million, up 19% on a reported basis and 12% organically compared to the same quarter of 2025.
Toll Brothers (TOL) Keeps Building Contracts As Profits Take A Hit
On August 18, Toll Brothers (NYSE:TOL) posted fiscal third-quarter earnings that captured the split personality of today's housing market: fewer completed sales, thinner margins, but a growing pipeline...
Loews (L) Grows Profit And Book Value, But Underwriting Slips
On August 3, Loews Corporation (NYSE:L) reported second-quarter net income of $444 million, or $2.16 per share, up from $391 million, or $1.87 per share, in the same quarter of 2025.
DigitalOcean's (DOCN) AI Bet Is Finally Paying Off In Numbers
On August 4, DigitalOcean (NYSE:DOCN) reported second-quarter results that make its AI-cloud pitch look like more than a slide deck.
UL Solutions' (ULS) Blowout Profit Number Comes With A Catch
On August 4, UL Solutions Inc. (NYSE:ULS) reported second-quarter results for the period ended June 30, and the headline numbers look almost too good to be true.
Lamar Advertising (LAMR) Grows Revenue And Raises Full Year Guidance
On August 6, Lamar Advertising Company (NASDAQ:LAMR) reported results for the second quarter ended June 30, and the numbers gave management enough confidence to raise its full-year outlook again.
Jacobs (J) Backlog Hits $28.9B As Guidance Rises Again
On August 4, Jacobs Solutions (NYSE:J) reported fiscal third-quarter results for the period ended June 26, and the numbers landed well ahead of where the company started the year.
Summit Therapeutics (SMMT) Soars 28% on Ivonescimab Progress
Summit Therapeutics (NASDAQ:SMMT) has seen its share price surge by 28.19 percent week-on-week, primarily driven by the positive results of an ongoing clinical trial for its bispecific antibody, ivonescimab...
SBA Communications (SBAC) Wins Investment Grade While Profits Slide
On August 3, SBA Communications (NASDAQ:SBAC) reported second-quarter results that told two very different stories at once.
MACOM's (MTSI) Earnings Explosion Raises A Very Big Question
On August 6, MACOM Technology Solutions Holdings (NASDAQ:MTSI) reported fiscal third-quarter results for the period ended July 3, and the numbers moved faster than the top line already suggests.
Expeditors (EXPD) Posts A 51% Earnings Jump, But Some Of It Won't Last
On August 4, Expeditors International of Washington (NYSE:EXPD) reported second-quarter 2026 results that blew past the prior year's numbers across nearly every line.
Onto Innovation (ONTO) Bets $720M on X-Ray Chip Technology
On August 10, Onto Innovation (NYSE:ONTO) closed its purchase of a 27% minority stake in Rigaku Holdings Corporation for roughly $720 million, buying the shares from Atom Investment, L.P., an affiliate...
One Regulator Just Ended Fair Isaac's (FICO) Mortgage Monopoly. The Stock Fell 16% - Is It Justified?
For decades, Fair Isaac Corporation (NYSE:FICO) maintained a virtual monopoly over the US mortgage credit scoring market, implementing cumulative price increases of roughly 1,800% per score since 2020...
The Pentagon Doubled Down on Its Anthropic Blacklist. Why Amazon and Alphabet Investors Should Care
A senior Pentagon official said on September 3 that the Pentagon still considers Anthropic a supply-chain risk, despite comments that had suggested the dispute might ease.
Nvidia's $99 Billion Portfolio Is Turning Intel and CoreWeave Into an AI Stress Test
Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25 billion of additional commitments.
Docusign Is Opening Its AI Tools to Every Agent. What It Means for Salesforce
Docusign said on September 4 that its Model Context Protocol server will become generally available worldwide on September 30.
Snowflake and C3.ai Reported the Same Night. Only One AI Story Won
Snowflake and C3.ai both reported after the September 2 close, but Snowflake jumped 16.6% the next day while C3.ai gained only about 3.6%. The difference was not whether management used the word AI.
Dell and HPE Just Posted Record AI Numbers. Why Did Their Stocks Split?
Dell reported on September 1 and jumped nearly 10% in extended trading; HPE reported a day later, finished September 3 up 5%, then gave back 4.5% on September 4.
Hedge Fund Resource Center Lists
11 Largest Uranium Producing Countries in the World
12 Fastest Declining Economies in the World in 2026
10 Most Popular Stocks on Robinhood in 2026
9 Undervalued Chemical Stocks to Buy According to Hedge Funds
7 Most Promising Psychedelic Stocks According to Hedge Funds
7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds
15 Innovative Healthcare Stocks to Buy According to Analysts
9 High Growth Small Cap Stocks That Are Profitable
20 Most Profitable Stocks of the Last 20 Years
15 High Growth Mid-Cap Stocks to Buy
Top 10 Oncology Stocks to Buy Now
10 Best Investments During A Recession
7 Best Rare Earth Stocks to Buy According to Hedge Funds
Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending
New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)
J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum
11 Best Cancer Stocks to Buy Right Now
Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut
20 Countries with the Highest Homeless Population
12 Countries with the Highest Bond Yields in the World
20 Countries with the Most Battle Tanks in the World
12 Best Nasdaq Stocks Under $20 to Buy Now
10 Best Low Beta Tech Stocks to Buy According to Analysts
10 Worst Performing Currencies of 2024
16 Countries with the Largest Proven Oil Reserves in the World
16 Highest Quality Chocolate Brands in the US
20 Countries with the Strongest Armies in the World
Top 13 English Speaking Countries in Asia
20 States with Highest Female to Male Ratio in the US
20 States with the Lowest Life Expectancy in the US
25 Cities with the Highest Homeless Population in the World
30 Cities with the Highest Weed Consumption in the US
25 Countries with the Highest Alcohol Consumption per Capita
10 Best Gold Stocks Under $30
10 Best Genomics Stocks To Buy Right Now
20 Countries with the Best Economy in the World in 2024
30 Cheapest Countries in the World in 2024
15 Healthiest Countries in Europe
15 Healthiest Countries In Africa
25 Most Tropical Cities in the US
20 Most Industrialized Countries in Asia
The Most Successful Celebrity Beauty Company in the World
Top 20 U.S. Cities with the Highest Murders in 2024
30 Cities with The Highest Murders Per Capita in 2024 in the World
20 Budget-Friendly Corporate Gifts for Employees
15 Dangerous Jobs That Pay $75,000 or More
20 African Countries with Highest Divorce Rate
The Best State for Education in the US
20 High-Paying Entry-Level Jobs in the US
25 Countries with the Most Public Holidays in the World