Wall Street Is Paying Attention to Palantir (PLTR) Again
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Crushing the Street: 9 Stocks That Beat Earnings Expectations
In this article, we identify the nine names that exceeded Wall Street expectations in terms of earnings per share (EPS) estimates, based on the percentage by which their reported EPS exceeded the consensus...
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Amlani bought 10,433 Aware Inc shares at $1.21
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Starr bought 335 Azenta Inc. shares at $24.17
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Benefit bought 48,991 Altisource Portfolio Solutions S.a. shares at $5.78
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Ha sold 26,995 Hope Bancorp Inc shares at $14.25
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Stock sold 3,333 Liberty Energy Inc. shares at $20.00
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Oracle (ORCL) Deepens Google Gemini Integration—What It Means for Investors
On July 30, Oracle (NYSE:ORCL) and Alphabet Inc.'s (NASDAQ:GOOGL) Google Cloud expanded their partnership to bring Google's Gemini models into Oracle's core applications, including Fusion Cloud Applications...
MediaTek Wants 20% of Custom AI Chips. Alphabet (GOOGL) Could Win Before Broadcom (AVGO) Loses
MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S.
Royal Caribbean vs. Norwegian Cruise Line: Pricing Power Divide Sparks Cruise Divergence
The second-quarter 2026 earnings season highlighted a sharp divide within the cruise sector, as high interest rates and persistent inflation continued to strain discretionary consumer spending.
The $280 Million Reason Boeing Missed—and Why Wall Street Shrugged It Off
The global aerospace sector is currently characterized by a stark contrast between rising commercial fleet demand and friction in legacy fixed-price defense manufacturing.
Mondelez's (MDLZ) Earnings Beat May Matter Less Than Its 2027 Growth Bet
While cost-conscious buyers in developed markets continue to face cumulative inflation and greater scrutiny around discretionary snack consumption, international demand in emerging economies remains structurally...
Abbott vs Danaher: Which Healthcare Stock Looks Better Positioned Following Earnings?
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...
Apple vs. Alphabet: The $5 Trillion AI Bet That's Renting, Not Building
Apple (NASDAQ:AAPL) touched a $5 trillion market cap last week before its fiscal third quarter report landed on July 30.
ZenaTech Files Five Patents for ZenaDrone’s Acoustic Drone Solution for Wildfire Suppression, Positioning for Government, Emergency Management and Commercial Opportunities in Aerial Firefighting Expected to Grow to a $2.8 Billion Market by 2033
VANCOUVER, British Columbia, Aug. 04, 2026 — ZenaTech, Inc.
Applied Digital Corp (APLD)’s 400% Revenue Surge — Breakout AI Infrastructure Play or Risky Bet?
Applied Digital Corp (NASDAQ:APLD)'s transformation from a crypto-mining/data-center hosting company to an AI infrastructure provider is beginning to reflect in its earnings. The company is enjoying...
Danaher Beat Earnings Estimates, so Why Are Investors Still Concerned About Growth?
Danaher Corporation (NYSE:DHR) delivered second-quarter results on July 21, marked by core growth improving compared to the previous quarter, along with disciplined execution that drove high-single-digit...
AI Integration Strengthens Alphabet's (GOOG) Core Business
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard.
ICON plc (ICLR) Surged 57% in Q2 After Accounting Clarity
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard.
Is Elevance Health (ELV) Entering a Major Earnings Recovery?
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard.
Is Lockheed Martin (LMT) a Buying Opportunity After Its 16% Drop?
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard.
Is Intercontinental Exchange (ICE) a Buying Opportunity After Its 22% Drop?
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard.
Greenskeeper Asset Management’s Q2 2026 Investor Letter
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. After a slow start to the year, the Fund gained 10.9% in the...
Broader Crude Oil Price Weakness Hurt Kosmos Energy Ltd. (KOS) in Q2
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here.
APA Corp. (APA) Declined Despite Meeting Expectations
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here.
Hotchkis & Wiley Mid-Cap Value Fund is Bullish on Marriott Vacations Worldwide (VAC)
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here.
Humana’s (HUM) Path to Recovery and Growth
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here.
Here’s How Intermodal Demand Is Positioning CSX Corp. (CSX) for Growth
CSX Corp (NASDAQ:CSX) reported better-than-expected results for the second quarter of 2026, thanks to strong intermodal demand.
Centene Corp. (CNC) Surged on Earnings Beat and Improved Outlook
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here.
Chlor-alkali Market Tightening Drives Olin Corp. (OLN) Stock Recovery
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here.
Hotchkis & Wiley Mid-Cap Value Fund’s Q2 2026 Investor Letter
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” Equity markets posted strong returns in the second...
Argenx SE (ARGX) Prepares to Demonstrate Vyvgart’s Efficacy in Broader Autoimmune Diseases
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
Does BillionToOne (BLLN) Have Another Major Growth Engine Beyond Prenatal Testing?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
Is Elevance Health (ELV) Positioned for Margin Recovery?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
Could Gilead Sciences (GILD) Have a Major HIV Growth Engine in Yeztugo?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
Edwards Lifesciences (EW) Has a Growth Runway Competitors May Struggle to Match
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
Is Eli Lilly (LLY) Still the Undisputed Leader in the $150 Billion Obesity Drug Market?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
Veradermics (MANE) Positioned to Disrupt Hair Loss Market
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
Baron Capital Added to Mettler-Toledo (MTD) After Its Sharp Decline
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
Rambus's (RMBS) Margin Problem: When Record Revenue Isn't the Whole Story
Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement.
Here's Why Baron Health Care Fund Remains Bullish on Insmed (INSM)
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
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