Nvidia's (NVDA) Alpamayo Launch and the Robotaxi Bet
On August 4, Nvidia Corporation (NASDAQ:NVDA) opened up commercial use of Alpamayo 2 Super, a reasoning model built for robotaxis and self-driving cars.
Wall Street's 76 Biggest Earnings Winners
Through July 24, 86 percent of the S&P 500 companies that reported second-quarter earnings exceeded analyst expectations, well above the 10-year average of 76 percent.
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Jim Cramer Was "Blown Away" By Microsoft Corporation (NASDAQ:MSFT)'s Financials
Microsoft Corporation (NASDAQ:MSFT)'s shares are down by 4% over the past year and are up by 5% year-to-date. The year's gains are due to a strong fourth-quarter earnings performance.
Jim Cramer Says There's Merit To Starbucks Corporation (NASDAQ:SBUX)'s Turnaround Efforts
Starbucks Corporation (NASDAQ:SBUX)'s turnaround has seen Cramer discuss the firm on several occasions. On most of these, he has been optimistic about the firm and its prospects.
Jim Cramer Believes Meta Platforms, Inc. (NASDAQ:META) Can Do Better
Meta Platforms, Inc. (NASDAQ:META)'s shares are down by 22% over the past year and by 9% year-to-date.
Jim Cramer Reveals How Alphabet Inc (NASDAQ:GOOGL) Can Reverse Recent Weakness
Alphabet Inc (NASDAQ:GOOGL)'s shares are up by 80% over the past year and by 12.3% year-to-date. Cramer has turned increasingly positive on the firm over the past couple of months.
Jim Cramer Called Linde plc (NASDAQ:LIN)'s Share Price Movement "Stupid"
Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date.
Jim Cramer Shares Key Reason Why Caterpillar Inc. (NYSE:CAT)'s Shares Are Higher Than Deere's
Caterpillar Inc. (NYSE:CAT) has been on Jim Cramer's radar with respect to the AI data center buildout for quite some time now.
Jim Cramer Gloats After Getting The Boeing Company (NYSE:BA)'s Shares Right
Aerospance giant The Boeing Company (NYSE:BA) is a stock that Jim Cramer got right well before its turn.
Jim Cramer Didn't Think Seagate Technology Holdings plc (NASDAQ:STX)'s Earnings Were Bad
Seagate Technology Holdings plc (NASDAQ:STX)'s shares have caught a lot of quarters, including Cramer, by surprise in today's AI-driven era of investing.
Jim Cramer Thought Ford Motor Company (NYSE:F)'s Quarter Was Among The Top Results
Ford Motor Company (NYSE:F)'s shares are up by 24% over the past year and by 5%. year-to-date. The shares gained almost 8% between July 23rd and July 29th.
Jim Cramer's Post Earnings Palantir Technologies Inc. (NASDAQ:PLTR) Worry Didn't Materialize
Palantir Technologies Inc. (NASDAQ:PLTR) is a stock that Jim Cramer has, perhaps begrudgingly, shifted his opinion on.
Jim Cramer Shares Reasons Behind Why NVIDIA Corporation (NASDAQ:NVDA)'s Shares Are Finally Rising
NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled.
Jim Cramer Says US Markets Will Regret Letting SK hynix Inc. (NASDAQ:SKHY) In
SK hynix Inc. (NASDAQ:SKHY)'s journey is a classic tale of how fortunes can change due to expanding industries.
Jim Cramer Continues To Believe In Banco Santander, S.A. (NYSE:SAN) & European Banks
Banco Santander, S.A. (NYSE:SAN) continues to remain one of Jim Cramer's top European stocks. The CNBC TV host praised the firm several times in 2025.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
STARCARES Revamps Basketball Court at the University of Lagos for Future Healthcare Professionals
STARCARES, the community impact initiative of STARTRADER, has completed the redevelopment of the basketball court at the College of Medicine, University of Lagos, giving approximately 2,000 students a...
PU Prime Expands Gold Trading with the Launch of XAUUSD247
PU Prime has launched XAUUSD247, a new offering that enables clients to trade gold 24 hours a day, seven days a week on MT5.
STARTRADER in Discussions with Trustpilot to Consolidate Review Profiles
STARTRADER is in ongoing discussions with Trustpilot about a proposed consolidation of its existing review profiles into a single listing.
NVIDIA (NVDA) Is Evolving Beyond GPUs Into a Full AI Infrastructure Platform
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Could Taiwan Semiconductor (TSM) Be the Most Critical Bottleneck in the AI Chip Boom?
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Sands Capital Technology Innovators Fund’s Q2 2026 Investor Letter
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter.
Is Valaris (VAL) Losing Momentum After Its Strong Rally?
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
Could Qorvo’s (QRVO) Skyworks Merger Unlock a Major Turnaround?
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
Why Antipodes Exited Suzano (SUZ) as Pulp Oversupply Threatened Returns
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
Why Antipodes Trimmed Workday (WDAY) Despite Strong Cash Flow
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
This Congresswoman Keeps Buying AI and Nuclear Stocks. Hedge Funds Are Split
Congresswoman April McClain Delaney recently disclosed up to $1.4 million worth of new stock trades.
Palomar Holdings’ (PLMR) Premium Growth Overshadowed by Sector Caution
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
U.S. Physical Therapy (USPH): Return Expectations Tempered Despite Solid Execution
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Advisors’ Bets on nCino’s (NCNO) Durable Expansion
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Replacement Cycle Anchors IRadimed Corp.’s (IRMD) Long Term Growth
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Multiple Headwinds Overshadow Hillman Solutions Corp.’s (HLMN) Strong Fundamentals
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Onterris’ (ONT) Resilience Amid Revenue Decline
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Long-Term Growth Opportunities Remain for Artivion (AORT) Despite Challenges
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Strong Execution Drove Graham Corp. (GHM) Higher
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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