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Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter.
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Nearly seven in 10 S&P 500 companies have exceeded revenue expectations, while earlier FactSet data showed that 77 percent beat revenue estimates - well above the historical five- and 10-year averages...
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On August 11, Bicara Therapeutics (NASDAQ:BCAX) used its second-quarter earnings call to deliver two headlines at once.
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Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company (TSM) Looks Built for Long-Term Growth, but What Happens in the Next Downturn?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter.
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Why ASML (ASML) Could Remain a Long-Term Winner in Advanced Semiconductors
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter.
Comcast (CMCSA) Turns To Home Security To Lock In Broadband Customers
On August 18, Comcast Corp. (NASDAQ:CMCSA) announced Xfinity Shield, a new home security platform meant to make its broadband service harder to leave.
Amazon (AMZN) Sees Bigger AWS Growth, but Rising Competition Could Pressure Returns
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Microsoft Corporation's (MSFT) Rich Innovation Legacy Anchors Platform Growth
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Micron (MU) Is Earning More Than Apple or Microsoft, but Can It Last?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alphabet's (GOOGL) Small Data Deal Hints At A Bigger AI Appetite
On August 17, Google, a unit of Alphabet Inc.
Nvidia’s (NVDA) $105B Ohio Bet: Ecosystem Expansion or Strategic Circularity?
On August 17, Nvidia (NASDAQ:NVDA) agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike County, Ohio, being developed by SoftBank-owned SB Energy.
Is NVIDIA’s (NVDA) AI Dominance About to Face Its Biggest Test Yet?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Eagle Capital Management’s Q2 2026 Investor Letter
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter.
How Howard Hughes Holdings’ (HHH) Vantage Acquisition Sets the Stage for Compound Growth?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Uber (UBER) Bets On Drones As Its Delivery Engine Accelerates
On August 17, Uber Technologies (NYSE:UBER) announced a partnership with drone delivery company Zipline to bring autonomous drone delivery to Uber Eats customers across the United States, alongside a ...
What Makes Alcon (ALC) a Bullish Bet?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Intercontinental Exchange (ICE) a Simple, Durable Business Misunderstood by Market?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
S&P Global (SPGI) Positioned to Unlock Growth Potential Amid AI Fears
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Multi Year Growth Runway Fuels Visa’s (V) Bullish Case
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Stable Growth Trajectory Positions Mastercard (MA) for Strong Returns
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Buybacks and EPS Growth Strengthens Restaurant Brands International’s (QSR) Upside
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Serve Robotics (SERV) Turns To Grubhub After Losing Uber Eats Deal
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Alibaba (BABA) Cashes Out Of Gaming To Double Down On AI
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Casella Waste Systems (CWST) Offers Durable Potential Beyond Market Concerns
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
The Fund Sold Floor & Decor (FND) as Housing Demand Stayed Weak
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Small Cap Fund".
Can Applied Aerospace & Defense (AADX) Convert Its Backlog Into Durable Earnings Growth?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Freedom Holding Marks New Türkiye Milestone as Freedom Yatırım Secures Brokerage License
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Philip Morris International (PM) vs. Altria Group (MO): Which Tobacco Dividend Fits Your Portfolio
Philip Morris International Inc. (NYSE:PM) and Altria Group, Inc. (NYSE:MO) often come up in the same conversation when investors look for tobacco dividend stocks.
UnitedHealth Group (UNH) vs. Eli Lilly and Company (LLY): Which Healthcare Stock Offers the Better Dividend?
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PPG Industries (PPG) is an Underrated Dividend Stock Worth a Closer Look
PPG Industries, Inc. (NYSE:PPG) has spent decades building a dividend record that is difficult to ignore.
Stanley Black & Decker (NYSE:SWK)'s 58-Year Dividend Streak is Hard to Ignore
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Automatic Data Processing (ADP) Dividend Outlook: Strong Fundamentals, Modest Yield
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McDonald’s is One Dividend Hike Away from Becoming a Dividend King
McDonald's Corporation (NYSE:MCD) is just one dividend increase away from becoming a Dividend King.
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