Micron’s AI Repricing Is Real — But the Market Still Isn’t Sure It Can Last
Micron Technology, Inc. (NASDAQ:MU)'s recent earnings growth has been so rapid that it nearly appears to be a new firm rather than a cyclical memory maker.
Beyond Consensus: Earnings Surprises That Shook Wall Street Yesterday
As over 150 companies released their second-quarter earnings on July 23, investors were still absorbing the headline economic event of the day as the US Trade Representative announced new 10% to 12.5% ...
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Choo bought 100,000 Cytomed Therapeutics Ltd shares at $1.50
Choo bought 100,000 Cytomed Therapeutics Ltd shares at $1.50
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Mink bought 391 Dlh Holdings Corp. shares at $5.10
Mink bought 79 Dlh Holdings Corp. shares at $5.10
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Tcg sold 162,500 Surrozen Inc. shares at $21.25
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GE Aerospace (GE) Just Beat and Dropped Again — Is the Third Straight Selloff Any Different This Time?
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AT&T’s Q2 Beat Suggests the Wireless Giants Still Have Room to Run
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Jim Cramer Called 3M Company (NYSE:MMM) "Easy Money" As Earnings Hit The Wires
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Western Digital Corporation (NASDAQ:WDC) Got Lucky While Micron's The Real Deal, Says Jim Cramer
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Jim Cramer Said To Buy Johnson & Johnson (NYSE:JNJ)'s Shares - Here's What Happened Next
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Jim Cramer Discsusses Meta Platforms (META)'s "Brilliant Team of People" & Their Big Worry
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Jim Cramer Discussed A Surprise For International Business Machines Corporation (NYSE:IBM) CEO
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Jim Cramer: These Two Financial Stocks Are Outrageously Cheap
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Jim Cramer Thinks Market Sentiment For Wells Fargo & Company (NYSE:WFC) Is "A Mistake"
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Jim Cramer Says Buy CrowdStrike (CRWD) as AI Agents Go Rogue
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General Motors (GM) Lifts 2026 Outlook: Is GM Stock Still a Buy?
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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.
Murphy USA (MUSA) Entered a Favorable Profit Cycle on Improving Fuel Margins
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Carillon Eagle Growth & Income Fund’s Q2 2026 Investor Letter
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund.” The second quarter of 2026 was driven by ...
Twist Bioscience (TWST) Surged on Strong Results and AI Drug Discovery Demand
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
USA Rare Earth (USAR) Strengthens Its Mine-to-Magnet Strategy With Serra Verde Acquisition
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Virtu Financial (VIRT) Positioned for a Durable Profit Cycle on Strategic Expansion
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Waystar Holding (WAY) Lost Appeal as Slower Demand Weakened Profit Cycle Confidence
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
MACOM Technology Solutions (MTSI) Rose on Strong Results and Data Center Demand
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Lattice Semiconductor (LSCC) Rose on Strong Results, Guidance and AMI Acquisition
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Installed Building Products (IBP) Faces a Slower Profit Recovery After Weak Results
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Guidewire Software (GWRE) Remains Well Positioned Despite AI Concerns
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Artisan Small Cap Fund Trimmed Ascendis Pharma (ASND) Amid Lawsuit Concerns
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Zevia (ZVIA) Illustrates the Strategy’s Sell Discipline
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
Lifeway Foods (LWAY) Gains from Consumer Health Trends
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
Strattec Security (STRT): Insider Buy Signals Undemanding Valuation
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
Here’s What Powered Mayville Engineering Company (MEC) Stock Rally
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
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