Netskope (NTSK) Rides AI Security Wave to 29% Topline Growth
Netskope Inc. (NASDAQ:NTSK) announced its second quarter results on September 2.
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.
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Latest Insider Purchases
Naugle bought 1,500 Silver Bow Mining Corp. shares at $8.28
Teague bought 3,900 Solaris Energy Infrastructure Inc. shares at $64.25
Teague bought 3,900 Solaris Energy Infrastructure Inc. shares at $64.21
Landesberg bought 241 Grove Collaborative Holdings Inc. shares at $1.03
Saba bought 1,179 New Germany Fund Inc shares at $11.55
Latest Insider Sales
Jiyane sold 25,000 Affirm Holdings Inc. shares at $72.41
Schoenberg sold 871 Urogen Pharma Ltd. shares at $42.92
Smith sold 1,519 Urogen Pharma Ltd. shares at $42.54
Aquilino sold 6,667 Gold.com Inc. shares at $47.02
Malady sold 1,100 Verizon Communications Inc shares at $49.98
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Do not Miss
What Comes Next for NetApp (NTAP) After Enhanced Product Strategy and Record Earnings
On September 2, NetApp Inc. (NASDAQ:NTAP) reported its Q1 FY27 results, posting record quarterly net revenue of $2.03 billion.
Credo (CRDO) Has Nearly 38% Upside to Rosenblatt’s Target—What’s Holding It Back?
On September 2, Michael Genovese from Rosenblatt Securities reiterated his Neutral rating for Credo Technology Group Holding Ltd (NASDAQ:CRDO).
Jim Cramer Picks J&J (JNJ) Over Eli Lilly (LLY) and Pfizer (PFE) Among These Healthcare Stocks
On September 3, a caller asked whether to rotate out of artificial intelligence stocks and add to Eli Lilly and Company (NYSE:LLY) rather than chase Johnson & Johnson (NYSE:JNJ) or Cardinal Health (NYSE...
After Years of Sideways Trading, Jim Cramer Sees New Life in Box, Inc. (BOX)
Answering a caller’s query about Box, Inc. (NYSE:BOX) during the lightning round of Mad Money on September 3, Jim Cramer commented: Box is finally, after multiple years, it is finally breaking out.
Jim Cramer Discusses UnitedHealth’s (UNH) Profitable Growth, and Market Positioning
On September 3, a caller asked if UnitedHealth Group Incorporated (NYSE:UNH) has enough profitable growth that they should consider adding it to their portfolio.
Jim Cramer on Intel (INTC) Corporation, Earnings Performance, and Government Stake
On September 3, a caller mentioned that they are unsure whether to buy, sell, or hold Intel Corporation (NASDAQ:INTC).
VersaBank (VBNK) Surpasses $7 Billion in Total Assets, Targets More US Growth
On September 3, VersaBank (NASDAQ:VBNK) reported its results for the third quarter ended July 31, 2026. The quarter marked another period of record credit assets, revenue, and net interest income.
Campbell’s (CPB) Turnaround Bid Faces a Tough Test as Costs and Weak Demand Persist
The Campbell's Company (NASDAQ:CPB) is taking aggressive steps to turn around its fortunes, but the food company faces a difficult test.
Adobe Is Inviting Figma Users to Test a New AI Design Tool. Should Investors Worry?
Adobe Inc. (NASDAQ:ADBE) is asking designers who use Figma, Inc. (NYSE:FIG) and similar tools to help test Project Oasis, a web-based graphic-design tool with brand-aware AI.
Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity
Broadcom Inc. (NASDAQ:AVGO) could be one of the biggest beneficiaries of Anthropic’s accelerating compute requirements.
Caterpillar (CAT)’s FieldAI Partnership Strengthens Its AI Autonomy Opportunity
Caterpillar Inc. (NYSE:CAT) is stepping up its push into AI-powered autonomy as the company looks to help customers build, move and power progress more safely and efficiently.
Robinhood (HOOD) Chain’s Early Revenue Is Explosive. But Can It Last?
Robinhood Markets (NASDAQ:HOOD) could gain an important new source of fee revenue with its recently launched Robinhood Chain platform. Activity on that blockchain is accelerating rapidly.
Northrop Grumman (NOC) Just Won Another Missile-Defense Contract. Why Does the Stock Still Trade at a Discount?
Wall Street has bid up defense contractors on geopolitical tensions alongside expanded missile-defense funding, but Northrop Grumman Corporation (NYSE:NOC) remains an outlier.
Axon (AXON) Was the S&P's Biggest Loser — and it’s Not Entirely the Business’s Fault
On September 1, 2026, Axon Enterprise, Inc.
Jim Cramer Prefers CoreWeave (CRWV) Over IREN (IREN)
When a caller inquired about IREN Limited (NASDAQ:IREN) during the lightning round on September 3, Mad Money host Jim Cramer said: If you're going to do neocloud, you got to do, the only one I like is...
Jim Cramer on Alphabet (GOOGL): "I Don't Care Where It Went, I Care Where It's Going"
Focusing on large-cap technology equities that have lagged behind broader market momentum during the September 3 episode of Mad Money, Jim Cramer broke down why Alphabet Inc.
Jim Cramer Breaks Down Why Amazon (AMZN) Is a "Screaming Buy" on AI Potential
During a segment on the September 3 episode, Mad Money host Jim Cramer shared a detailed bullish thesis on Amazon.com, Inc. (NASDAQ:AMZN). He stated: Let's start with Amazon.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Why Cable One (CABO) Became a Repeated Short Target?
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Prosper Stars & Stripes’ Q2 2026 Investor Letter
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter.
What Makes Broadcom (AVGO) a Lucrative Bet?
American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
Guidance Upside Drives Advanced Micro Devices (AMD) Higher, Hurting Non Owners
American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
374Water Unveils Strategy to Scale AirSCWO into a Global Waste Destruction Platform
Company targets recurring Waste Destruction Services revenue, regional biosolids infrastructure and global expansion through licensing and strategic partnerships Morrisville, NC - 374Water Inc.
Here's Why The Fund Sold Regeneron Pharmaceuticals (REGN)
American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
American Century Investments Focused Dynamic Growth Fund's Q2 2026 Investor Letter
American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. U.S.
Power and Digital Strengths Drive Brookfield Corp.’s (BN) AI Edge
Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Alphyn Capital on Its Special-Situation Investment: AnaptysBio (ANAB)
Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Evaluating Visa’s (V)Long-Term Moat
Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Analyzing Amazon’s (AMZN) Reinvestment Flywheel in the AI Era
Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Alphabet (GOOG) Surges Over 20% Revenue Growth, Cloud Strength
Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Alphyn Capital Management’s Q2 2026 Investor Letter
Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter.
Arauca Capital’s Investment Thesis for Versabank (VBNK)
Arauca Capital, an investment management firm focused on a concentrated portfolio of high-quality companies, released its latest investor letter. The letter can be downloaded here.
Alphabet (GOOG) Exit: Monetizing Derivative Gains and Securing Returns
Arauca Capital, an investment management firm focused on a concentrated portfolio of high-quality companies, released its latest investor letter. The letter can be downloaded here.
Arauca Capital’s Q2 2026 Investor Letter
Arauca Capital, an investment management firm focused on a concentrated portfolio of high-quality companies, released its latest investor letter.
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