O’Keefe Stevens Advisory’s Q2 2026 Investor Letter
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter.
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Aris Mining Corporation (ARIS): An Undervalued Opportunity with Huge Upside?
The EMA GARP Fund, managed by Equity Management Associates, recently released its second-quarter investor letter for 2026. The letter can be downloaded here.
Western Digital Corporation (WDC) Surged on Strong Hard Drive Demand and Tighter Supply
Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter.
Bloom Energy (BE) Rose on AI Data Center Power Demand
Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter.
Lam Research (LRCX) Rose on AI Data Center and Memory Spending
Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter.
Applied Materials (AMAT) Rose on AI-Driven Wafer Fabrication Spending
Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter.
Advanced Micro Devices (AMD) Surged on an Agentic AI-Driven Server CPU Renaissance
Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter.
Columbia Seligman Global Technology Fund’s Q2 2026 Investor Letter
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second-quarter 2026 investor letter.
Chevron Corporation (CVX) Remains Well Placed to Benefit From High Commodity Prices
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download...
Lam Research Corporation (LRCX) Rose on Strong Semiconductor Capital Spending
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download...
McDonald’s Corporation (MCD) Fell as Rising Beef Prices Weighed on Sentiment
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download...
Accenture (ACN) Faces Growth Concerns
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download...
AT&T (T) Remains Competitive Despite Satellite Connectivity Concerns
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download...
T-Mobile US (TMUS) Lagged on Emerging Network Competition Concerns
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download...
Root (ROOT) Faces Near-Term Industry Headwinds Despite Long-Term Potential
Buckley Capital Advisors, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Liquidia Corporation (LQDA) Has 50%+ Upside on Yutrepia Ruling and Buyout Potential
Buckley Capital Advisors, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Celsius Holdings (CELH) an Attractive Bet?
Buckley Capital Advisors, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Dave Inc. (DAVE) Lost Appeal as Valuation Became Too Expensive
Buckley Capital Advisors, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Buckley Capital Advisors’ Q2 2026 Investor Letter
Buckley Capital Advisors, an investment management company, released its second-quarter 2026 investor letter.
Salesforce's Agentforce Bet Made It the Dow's Worst Performer. Is the Market Overreacting?
Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they've become one of the major sources of buyer distrust.
Why Alnylam's Best Quarter Ever Didn't Come With a Richer Valuation
2026 has marked a significant turning point in biotech capital markets, not just a small comeback.
AMC Entertainment (AMC) Soars 10% on Record IMAX Revenue, Thanks to 'The Odyssey'
AMC Entertainment (NYSE:AMC) grew its share prices by 10.57 percent on Monday to end at $2.51 apiece, as investors placed bets on a combination of blockbuster box office momentum which supported strong...
RingCentral (RNG) Soars to New High as 67% Higher Dividend Payout Looms
RingCentral (NYSE:RNG) said that it grew its revenues in the second quarter of the year by 5.9 percent to $657 million from $620 million in the same period last year.
Shopify (SHOP) Jumps 11.5% on 'High-Twenties' Revenue Growth Hopes for Q2
Last week, Shopify Inc.
Bitmine (BMNR) Jumps 13% on More ETH Buy, Ahead of Clarity Act Vote
Bitmine Immersion climbed by 13.49 percent on Monday to finish at $17.92 apiece, after reinforcing its position as one of the market’s emerging crypto treasury firms with the recent acquisition of nearly...
Higher Fuel Prices Are Hurting Europe's Budget Airlines; Is Ryanair or EasyJet Better Positioned?
The US-Iran conflict has come as a brutal shock to Europe’s budget airlines.
Johnson & Johnson (JNJ) Raised Its Outlook. Is It the Better Healthcare Stock to Own After Earnings?
Johnson & Johnson (NYSE:JNJ) delivered strong fiscal Q2 2026 results, with sales for the quarter growing nearly 7% to $25.31 billion, above analysts' average estimate of about $25.05 billion.
Genius Sports (GENI) Jumps 12% on 'Buy' Call, Price Target Hike
In its coverage on the same day, the investment firm said it assigned a buy call on shares of Genius Sports Ltd.
Abbott (ABT) Raised Its Profit Forecast. What's Driving Its Growth?
Abbott Laboratories (NYSE:ABT) delivered strong fiscal Q2 2026 results, beating quarterly estimates and raising its annual profit forecast as robust demand for its cancer diagnostics and medical devices...
Edwards Lifesciences (EW)'s TMTT Revenue Surges 47%: Can Rapid Growth Drive the Next Leg of Earnings Expansion?
On July 23, Edwards Lifesciences Corporation (NYSE:EW) delivered second-quarter 2026 net sales of $1.74 billion, up 13.6% year over year (12.5% on a constant currency basis), surpassing Wall Street expectations...
CXMT’s Blockbuster IPO Hits MU, SNDK and WDC—Is the Memory Rally at Risk?
Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai stock market debut to...
UnitedHealth Group Incorporated (UNH) and Intuitive Surgical, Inc. (ISRG) Just Showed Why Beating Estimates Isn't Enough
Two big healthcare companies, UnitedHealth Group Incorporated (NYSE:UNH) and Intuitive Surgical, Inc. (NASDAQ:ISRG) reported earnings the same week in July. Both beat what Wall Street expected.
GLP-1 Drugs Need to Stay Cold: Is it Turning Into a Real Growth Story for United Parcel Service, Inc. (UPS) and FedEx Corporation (FDX)?
Logistics companies make money by moving packages.
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