Kaiser Aluminum Has Pulled Back. UBS Sees an Attractive Entry Point
Kaiser Aluminum Corporation (NASDAQ:KALU) has pulled back sharply from its recent highs, but UBS sees the weakness as a buying opportunity.
Crushing Wall Street: Stocks Beating Analyst Estimates
The second quarter earnings season is beginning to wind down and is shaping up to be another strong quarter in terms of growth.
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SPGI Yields Around 1%. Is Its Dividend Growth Worth the Low Starting Yield?
S&P Global Inc. (NYSE:SPGI) is not a stock that investors typically buy for its dividend yield. At around 1%, the current income is fairly small.
Why P&G's 3% Yield Could Matter More to Long-Term Dividend Investors
The Procter & Gamble Company (NYSE:PG) remains one of the most established dividend-growth companies in the market.
Nordson (NDSN) Raises Dividend 15%: The Case for this Underrated Dividend Stock
Nordson Corporation (NASDAQ:NDSN) could be one of the more underrated dividend-growth stocks in the industrial sector.
Trump Says Exxon Will Enter Venezuela as Oil Investment Ramps Up
President Donald Trump said ExxonMobil Holdings Corporation (NYSE:XOM) is among the major oil companies preparing to enter Venezuela, signaling a potential reversal of Exxon’s nearly two-decade absence...
The Dividend King Investors May Have Overlooked
The Marzetti Company (NASDAQ:MZTI) is an interesting dividend story precisely because it is easy to overlook.
Genuine Parts (GPC): A Dividend King Worth Watching
Genuine Parts Company (NYSE:GPC) has increased its dividend for 70 consecutive years, placing it among the longest-running dividend growth records in the market.
FTC Lawsuit Puts Amazon’s (AMZN) High-Margin Advertising Business in Focus
The U.S. Federal Trade Commission, joined by 22 states, has sued Amazon.com, Inc.
Hims & Hers’ Australia Expansion Adds Growth, But Execution Will Be Key
Hims & Hers Health, Inc. (NYSE:HIMS) has entered Australia, marking its first expansion into the Asia-Pacific market.
Cheniere Energy: Corpus Christi Expansion Strengthens Its LNG Growth Outlook
Cheniere Energy, Inc. (NYSE:LNG) is substantially completing the Corpus Christi Stage 3 expansion, with contractor Bechtel handing over the seventh and final liquefaction train.
Venezuela's Energy Reopening Could Benefit Chevron (CVX) and GE Vernova (GEV), But Risks Remain
Chevron Corporation (NYSE:CVX), GE Vernova Inc.
Deere (DE): Baird Sees Upside as Agricultural Recovery Approaches
On August 31, Baird upgraded Deere & Company (NYSE:DE) to Outperform from Neutral and raised its price target to $800 from $640, implying meaningful upside from the share price cited in the report.
Eli Lilly (LLY) Makes a $2.88 Billion Autoimmune Bet. What Could Go Right or Wrong?
Eli Lilly and Company (NYSE:LLY) has agreed to acquire privately held Merida Biosciences for up to $2.875 billion in cash, including an upfront payment and milestone-based payments.
ONEOK (OKE) Doubles Down on the Permian with $4.43 Billion Brazos Acquisition
ONEOK, Inc. (NYSE:OKE) has agreed to acquire Brazos Midstream’s Permian Midland Basin natural-gas gathering and processing assets for $4.425 billion in cash.
Aon (AON) Bets $17 Billion on USI in Major Insurance Brokerage Deal
Aon plc (NYSE:AON) has agreed to acquire USI Insurance Services from KKR and other shareholders for $17 billion in cash, making it one of the largest insurance-brokerage acquisitions in recent years.
Nvidia (NVDA) Invests $3.5 Billion in MediaTek. Is This the Next Leg of Its AI Growth?
NVIDIA Corporation (NASDAQ:NVDA) is investing $3.5 billion in Taiwan-based MediaTek through convertible bonds, taking an existing AI partnership a step further.
Elastic (ESTC) Finally Delivered After Years of Head-Fakes — and Wall Street Still Can't Agree It Lasts
Elastic N.V. (NYSE:ESTC) frequently curbed its previous rallies with conservative guidance.
First Solar (FSLR) Sold Off After the Tariffs. It’s the Solar Stock Built to Benefit From Them
Washington announced Section 232 solar tariffs on August 6, 2026, setting a $0.38-per-watt minimum import price on finished modules and a 15% tariff on certain polysilicon derivatives, effective December...
Best Buy's (BBY) Turnaround Gains Steam As Leadership Changes Hands
Best Buy (NYSE:BBY) delivered a quarter that turns skeptics into second-guessers.
SentinelOne (S) Rides an AI Security Boom to Record Operating Margins
On August 27, SentinelOne (NYSE:S) posted the kind of quarter that makes a growth stock look like it's maturing into a profit machine.
Malibu Boats (MBUU) Rides A Saxdor Wave Into A Choppier Market
On August 27, Malibu Boats (NASDAQ:MBUU) posted the kind of quarter that makes a rough industry stretch look like a distant memory.
Adobe (ADBE) Bets Big On Saudi Arabia While Wall Street Hesitates
On August 31, Adobe (NASDAQ:ADBE) committed more than $4 billion to giving away its AI tools.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
The Gabelli International Small Cap Fund's Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "International Small Cap Fund” second-quarter 2026 investor letter.
The Gabelli Equity Income Fund's Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. The Fund highlighted a strong rebound in U.S.
The Gabelli ABC Fund's Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "ABC Fund” second-quarter 2026 investor letter.
Digi International (DGII) Surged on AI and Automation Demand
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Partners Bought Middleby (MIDD) Ahead of Its Business Separation Catalyst
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
PDF Solutions (PDFS): A Semiconductor Software Winner Returned 52% in Q2
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Partners Small Cap Strategy’s Q2 2026 Investor Letter
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter.
Scale and Longevity of Earnings Inflection Create Compelling Entry Point in Analog Devices (ADI)
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
Hyve Solutions: The Hidden Growth Engine of TD SYNNEX (SNX)
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
How Flowserve Corporation (FLS) is Positioned for Long-Term Success in the Nuclear Market
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
Knight-Swift Transportation (KNX) is Positioned to Leverage Evolving Freight Market
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
Growth Trajectory and Attractive Valuations Support Henry Schein’s (HSIC) Bullish Thesis
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
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