Will Costco (COST) be Able to Continue High Dividend Growth?
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Mastercard (MA) Moat Looks Unbreakable — Except For One Growing Threat
Mastercard (NYSE:MA) is one of the top non-AI stocks among retail investors right now, based on our search of Reddit investing communities.
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Howmet Aerospace (HWM) Positions to Benefit from Prudent Capital Allocation
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Bristol Gate US Equity Strategy: W.R. Berkley (WRB) Offers Ballast to the Portfolio
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Generative AI Disruption Fears Hurt Intuit (INTU)
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Here’s the Investment Thesis for Celestica (CLS)
Deep Sail Capital Partners, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
W.R. Berkley's Q2 is Making Analysts Raise Price Targets, But Is The Optimism Justified?
W.R. Berkley’s (NYSE:WRB) fiscal Q2 report appears to be gaining favor among analysts, with several of them raising their price targets on the stock.
Space Exploration Technologies Corp. (SPCX) Stock Just Lost $1 Trillion in a Month. Is the Selloff a Buying Opportunity or a Warning?
Space Exploration Technologies Corp. (NASDAQ:SPCX) stock fell for a seventh straight session on Monday, dropping 3.3% to $119.85. That's below its $135 IPO price from June.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks.
Alphabet and Tesla Were Punished for Heavy Spending. IBM Already Took Its Hit a Week Earlier.
Three big earnings reports came out this week. Alphabet Inc. (NASDAQ:GOOGL) and Tesla, Inc.
Ryanair Holdings plc (RYAAY)'s Profit Fell by a Third on the Iran War. Is the Selloff a Buying Opportunity?
Ryanair Holdings plc (NASDAQ:RYAAY)'s fiscal first-quarter profit fell 34% to €538 million from €820 million a year earlier.
Big Pharma Is Buying Growth. Novartis (NVS) Is Betting on Its Pipeline.
Biotech M&A has hit a record pace in 2026, with deal value reaching $216 billion so far this year, up from $118 billion over the same stretch last year, according to LSEG data.
Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter of fiscal year ...
NovaGold (NG) Jumps 10.3% on $4.2B Donlin Mine Takeover
NovaGold extended its winning streak to a third consecutive day on Wednesday, surging 10.30 percent to close at $6.21 apiece after expanding its gold portfolio with the full acquisition of the Donlin ...
Mandela Digital Announces $5 Million Investment From Datavault AI
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Meta Platforms (META): 'Dead Money' or Best Cheap AI Stock? - Retail Investors Debate
To gauge where retail sentiment stands on major AI stocks, we scoured Reddit investing communities where retail traders debate stock picks and swap theses in real time.
Super Micro (SMCI) Climbs 27% as Orders Surge to $60B; More Hedge Funds Buy In
Super Micro Computer Inc.
Can American Airlines (AAL) Close the Profitability Gap With Delta and United?
American Airlines Group Inc. (NASDAQ:AAL) seeks to close its profitability gap with rivals Delta Air Lines and United Airlines.
Arrowhead (ARWR) Soars to New High as Plozasiran Nears Expanded Commercialization
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Why TotalEnergies (TTE) Could Be a Strong Energy Stock to Buy
TotalEnergies (NYSE:TTE) continues to reinforce its position as one of the energy sector's most compelling investment opportunities.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Sandisk Corporation (SNDK) Rose on Stronger Pricing Dynamics
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
Fastly (FSLY) Fell as Growth Concerns Weakened Investor Conviction
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
Astera Labs (ALAB) Surged on Accelerating AI Infrastructure Spending
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
Jim Cramer Draws the Line on NVIDIA in China: Why National Security Comes First
On Tuesday, during Mad Money’s episode, host Jim Cramer strongly defended his commitment to major technology stocks by highlighting Apple Inc.
DigitalOcean Holdings (DOCN) Rose on Strong Execution and Improving Growth Expectations
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
Bloom Energy Corporation (BE) Rose on AI-Driven Power Demand
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
BWX Technologies (BWXT) Lagged Despite Strong Nuclear and Defense Growth Prospects
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
STARTRADER Introduces 24/7 US Stock CFDs Across NVIDIA, Apple, Meta, and Leading Global Equities
The 24/5 range spans technology, energy, healthcare, finance, and industrials, covering Boeing, SpaceX, Mastercard, and Palo Alto Networks across themes including defence modernisation, cybersecurity, ...
ANY: The Next Question Is Not Power — It Is Proof
Across digital infrastructure, the market has already shown what it is willing to reward. Hut 8 Corp.
CVS Health Corporation (CVS) Rose on Improving Execution and Payer Margin Outlook
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
MarketAxess Holdings (MKTX) Remains Attractive Despite Competition and Margin Concerns
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
IREN Limited (IREN) Lands $2.8 Billion in AI Contracts. Is This the Catalyst Its Stock Needed?
For a long time, IREN Limited (NASDAQ:IREN) was considered a Bitcoin mining operation company, but the company’s cloud approach and AI deals have successfully transitioned it into a vertically integrated...
What Makes KLA Corporation (KLAC) an Attractive Bet?
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Bristol Gate US Equity Strategy’s Q2 2026 Investor Letter
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”.
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