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.
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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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.
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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.
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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
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Jim Cramer Defends His Dell Stance as Investors Complain About Missing Out
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Investor’s Skepticism Weighed on MercadoLibre (MELI)
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
Tidewater (TDW) Slid Following the U.S.–Iran Ceasefire in June
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
Talen Energy (TLN) Gains from Current Electrification Trends
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
ICON Plc (ICLR) is Strengthening After Challenges
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
City Different Global Equity Strategies’ Q2 2026 Investor Letter
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Should You Add KKR & Co.’s (KKR) to Your Portfolio?
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here.
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