Unique Payer Network Strengthens InfuSystem (INFU)
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks
Billionaire Daniel Loeb’s Third Point opened about 16 new positions during the second quarter. Two of the new buys sit well outside the AI trade, and we decided to focus on those for this article.
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Sutherland bought 1,000 Gaia Inc shares at $1.67
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Diamond Hill Sees Insteel (IIIN) as a Hidden Winner From Infrastructure and Data Center Growth
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Diamond Hill Sees Daktronics (DAKT) as a Turnaround Opportunity With a Strong Balance Sheet
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
The Bank of New York Mellon Corp. (BNY): Here's Why Gabelli Likes This Financial Stock
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Chevron Corp. (CVX): Here's Why Gabelli Remains Bullish on the Energy Stock
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Genuine Parts Co. (GPC): Here's Why Gabelli Sees Value in This Auto Parts Stock
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Flowserve Corp. (FLS): Here's Why Gabelli Sees Growth Ahead for This Industrial Stock
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Global Business Travel Group (GBTG) to Be Acquired for $9.50: What Investors Should Know
Gabelli Investment Management Firm recently released its "ABC Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli’s International Small Cap Fund Likes Manchester United plc (MANU)
Gabelli Investment Management Firm recently released its "International Small Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Exited Cimpress (CMPR) After Its Rally
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Artisan Sold Medline (MDLN) as Cost Pressures Delayed the Company’s Profit Recovery
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here.
Main Street Capital's (MAIN) Blowout Exit Fuels A Bigger Dividend
On August 6, Main Street Capital Corporation (NYSE:MAIN) reported second-quarter results that pushed net asset value to $33.92 per share, up from $33.46 at the end of March, while the business development...
Nexstar (NXST) Posted Record Revenue, But Wall Street Isn't Fully Buying It
On August 6, Nexstar Media Group (NASDAQ:NXST) reported second-quarter net revenue of $1.99 billion, a 62.2% jump from a year earlier and the highest quarterly total in the company's history.
New Jersey Resources (NJR) Turns Last Year's Loss Into A Guidance Raise
On August 3, New Jersey Resources Corporation (NYSE:NJR) reported a fiscal third quarter that looked nothing like the one before it.
Novanta's (NOVT) Second Quarter Shows Profits Outrunning Sales
On August 5, Novanta Inc. (NASDAQ:NOVT) reported second quarter results showing something rarer than strong revenue growth: profit growth that beat it by a wide margin.
A Record Quarter Raises The Stakes For VSE Corp. (VSEC)
On August 5, VSE Corporation (NASDAQ:VSEC) reported second-quarter results that read like two different companies stitched together: one growing fast on its own, the other still digesting a wave of acquisitions...
Stevanato Group (STVN) Trades A Subsidiary For Margin Gains And Growth
On August 4, Stevanato Group (NYSE:STVN) reported second-quarter revenue of €302.0 million, up 8% year over year, while also closing the sale of its California-based subsidiary, Balda C. Brewer Inc.
Black Hills (BKH) Posts Higher Profit While Wall Street Stays Skeptical
On August 5, Black Hills Corp.
Remitly's (RELY) Record Growth Meets One-Time Tax Boosts And Take-Rate Questions
On August 5, Remitly (NASDAQ:RELY) reported second-quarter results that set records across nearly every line the company chooses to highlight, then raised its full-year outlook on top of it.
Cirrus Logic's (CRUS) Record Quarter Meets PC Headwinds
On August 5, Cirrus Logic (NASDAQ:CRUS) reported record first-quarter revenue of $459.7 million, up 13% year over year, alongside non-GAAP earnings per share of $1.84, a June quarter record for the company...
Legence (LGN) Doubled Revenue While Margins And Losses Widened
On August 13, Legence Corp.
Hamilton Lane's (HLNE) Record Scale Meets Choppy Client Flows
On August 4, Hamilton Lane (NASDAQ:HLNE) posted a first fiscal quarter that showed just how far the private markets manager has scaled.
Frontdoor's (FTDR) Profit Surge Comes With A Pricing Question
On August 6, Frontdoor (NASDAQ:FTDR) reported second-quarter results that outpaced its own recent history.
Ligand Pharmaceuticals (LGND): Massive XOMA Acquisition Doubles The Royalty Book
On August 6, Ligand Pharmaceuticals (NASDAQ:LGND) reported second-quarter 2026 results showing royalty revenue up 32% year over year, just weeks after the company closed its acquisition of XOMA Royalty...
Archrock's (AROC) Compression Business Locks In Years Of Growth
On August 4, Archrock (NYSE:AROC) posted second-quarter results that told two different stories at once.
Versant Media (VSNT): Media Company Just Told Two Different Stories At Once
On August 6, Versant Media Group (NASDAQ:VSNT) reported second-quarter 2026 results that capture a company in transition.
RadNet (RDNT) Posts Record Revenue But Profit Growth Lags
On August 9, RadNet (NASDAQ:RDNT) posted second-quarter revenue of $622.7 million, a 25.0% jump from $498.2 million a year earlier, and raised its full-year outlook for the second time in three months...
Starwood Property Trust's (STWD) Penny Profit Hides A Bigger Number
On August 6, Starwood Property Trust (NYSE:STWD) reported results for the quarter ended June 30, and the headline number looks almost like a rounding error.
Teleflex (TFX): Guidance Cut Meets A Bigger Buyback Push
On August 6, Teleflex Incorporated (NYSE:TFX) reported second-quarter results for the period ended June 30, and the numbers told two different stories at once.
OpenText (OTEX) Posts Record Profits While Core Revenue Stalls
On August 6, OpenText Corporation (NASDAQ:OTEX) reported its fourth quarter and full fiscal 2026 results, and the numbers pulled in two very different directions at once.
Ooma (OOMA) Rides A Phone Line Extinction Into Faster Growth
On August 26, Ooma Inc. (NYSE:OOMA) reported second-quarter fiscal 2027 revenue of $83.2 million, up 25% year over year, as the slow shutdown of copper phone lines kept turning into new business.
StealthGas (GASS): Shrinking Fleet Just Delivered This Shipper's Best Profits Yet
On September 2, StealthGas (NASDAQ:GASS) reported second-quarter revenue of $42.8 million, down from the record $47 million it posted a year earlier.
OpenAI Declares “AGI Era” With Astra Launch. Anthropic’s Fable 5.1 More Than Doubled Its Predecessor’s Science Score. MSFT and AMZN Both Win, but One Has A Slight Edge
OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed OpenAI had reached AGI.
RBC Raised Adobe's Target Before an "In-Line" Quarter — Because Its Peers Got More Expensive
Adobe Inc. (NASDAQ:ADBE) reports its fiscal third-quarter results on September 10.
Google’s New Energy Project Gives Eos Energy a Key Technology Validation
MN8 Energy, Eos Energy Enterprises, Inc. (NASDAQ: EOSE), and Alphabet Inc.
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