Can Veeva Systems Inc. (VEEV)’s AI Platform Keep Pace With Eli Lilly and Company (LLY)’s Explosive Growth
On August 11, Veeva Systems Inc. (NYSE:VEEV) announced that Eli Lilly and Company (NYSE:LLY) committed to deploying Veeva Vault CRM globally.
Q2 Outliers: 16 Stocks Beating Earnings Estimates
Although technology and AI have remained central to the growth narrative in the second-quarter earnings season, the latest data shows that this season is not just a tech earnings story.
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Can Abbott Laboratories (ABT)’s Lingo Partnership With Alphabet (GOOG) Unlock a New Era of AI-Powered Health?
On August 11, medtech leader Abbott Laboratories (NYSE:ABT) and tech behemoth Alphabet Inc. (NASDAQ:GOOG) announced a multi-year partnership to unite continuous glucose monitoring with consumer AI.
Can MacroGenics (MGNX) Turn Gilead Sciences (GILD)’s $10M Milestone Into a Major Pipeline Catalyst?
On August 11, Gilead Sciences, Inc. (NASDAQ:GILD) exercised its option to exclusively license a preclinical bispecific program targeting solid tumors using MacroGenics, Inc.
Vistra (VST) Is Not Just a Power Producer, But an AI Infrastructure Bet
Over the past decade, power producers were valued as cyclical businesses, as their performance was associated with commodity prices and weather patterns.
Jim Cramer Says Palantir (PLTR) Deserves a "Little Bit More Love" After a Massive Surge
After a dramatic weekly rally, a caller on the August 11 episode of CNBC’s Mad Money pointed out the rapid trajectory of Palantir Technologies Inc. (NASDAQ:PLTR).
Jim Cramer Calls Post-Earnings Pullback in Ferguson Enterprises (FERG) a "Gift"
Shares of distributor Ferguson Enterprises Inc. (NYSE:FERG) experienced post-earnings volatility despite beating quarterly expectations.
Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand
Then today, aided by a benign consumer price index number, the data center stocks couldn't be contained. Lumentum, which makes fiber optics, told a terrific tale...
Jim Cramer Reevaluates Novo Nordisk (NVO) as Wegovy Pill Adoption Accelerates
Shares of Danish pharmaceutical giant Novo Nordisk A/S (NYSE:NVO) experienced sharp volatility following its latest quarterly results.
Can Keros Therapeutics (KROS)’s $20M Takeda Pharmaceutical Company Limited (TAK) Milestone Unlock a Billion-Dollar Opportunity?
On July 30, Keros Therapeutics, Inc. (NASDAQ:KROS) triggered a $20 million development milestone payment from its global partner Takeda Pharmaceutical Company Limited (NYSE:TAK).
Jim Cramer Weighs In on Lumentum (LITE) and Coherent (COHR) Post-Earnings
Shares of optical technology leaders Lumentum Holdings Inc. (NASDAQ:LITE) and Coherent Corp. (NYSE:COHR) experienced some action after the quarterly reports.
Jim Cramer Considers Vistra (VST) and Constellation Oversold (CEG)
Toward the end of the lightning round on August 12, a caller asked host Jim Cramer for his thoughts on Vistra Corp.
Is BeOne Medicines AG (ONC) Deal With Revolution Medicines (RVMD) a Win-Win for Both Companies?
Two oncology powerhouses, BeOne Medicines AG (NASDAQ:ONC) and Revolution Medicines, Inc. (NASDAQ:RVMD), announced a major multi-part clinical collaboration and regional licensing deal.
Can AbCellera Biologics (ABCL)’s Vertex Pharmaceuticals Incorporated (VRTX) Deal Turn its TCE Platform Into a Breakthrough?
On July 29, AbCellera Biologics Inc.
Is Biohaven (BHVN)’s Latest Regeneron Pharmaceuticals (REGN) Deal a Major Catalyst for its Pipeline?
Two prominent biopharmaceutical names, Biohaven Ltd. (NYSE:BHVN) and Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), are deepening their relationship across oncology.
Could a Tesla (TSLA)-Space Exploration Technologies (SPCX) Merger Help Elon Musk Unlock his Massive Tesla Pay Package?
A potential merger between Elon Musk’s flagship companies, Tesla, Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp.
Can Fiserv (FISV)’s Turnaround Close the Gap With Mastercard Incorporated (MA)’s Growth Machine?
Payment giants Fiserv, Inc. (NASDAQ:FISV) and Mastercard Incorporated (NYSE:MA) announced a major strategic global partnership on August 4.
AST SpaceMobile (ASTS) Has a $1.3B Backlog. Can it Build Fast Enough?
Investors appeared more interested in AST SpaceMobile, Inc. (NASDAQ:ASTS)'s deployment progress.
Why Is Teledyne Technologies (TDY) Paying a 52% Premium for Varex (VREX)?
Varex Imaging Corporation (NASDAQ:VREX) surged 48.5% to $18.42 on August 10 after Teledyne Technologies Incorporated (NYSE:TDY) agreed to acquire the X-ray technology company for $18.90 per share in cash...
Embraer (EMBJ) Raised Its Cash Flow Floor to $400M. How Much Is Repeatable?
Embraer S.A. (NYSE:EMBJ) gave investors a strong headline and a complicated earnings bridge.
Barrick Mining (B) Cleared Its IPO Hurdle. Why Did Shares Fall 6%?
Newmont Corporation (NYSE:NEM) consented to the transaction as part of an agreement resolving the companies’ disputes over Nevada Gold Mines.
Did Greg Abel Just End Berkshire Hathaway’s (BRK-B) Cash-Hoard Problem?
Berkshire Hathaway Inc. (NYSE:BRK-B) shares closed 1.5% higher at $529.42 on August 10 after gaining as much as over 3% during the session.
How Serious Are Thousands of Addiction Lawsuits for Meta (META) and Snap (SNAP)?
A federal appeals court removed another procedural obstacle facing more than 3,000 lawsuits accusing Meta Platforms, Inc. (NASDAQ:META), Snap Inc.
Aristotle Core Equity Fund’s Q2 2026 Investor Letter
Aristotle Capital Management, LLC, an investment management company, released its "Core Equity Fund" Q2 2026 investor letter. The fund returned 14.69% in the second quarter of 2026, slightly trailing...
Aristotle Small Cap Equity Fund’s Q2 2026 Investor Letter
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter.
Hims & Hers (HIMS) Raised Guidance. Can Growth Survive Its GLP-1 Margin Reset?
Hims & Hers Health, Inc. (NYSE:HIMS) shares fell over 6% in extended trading on August 10 after the telehealth company delivered another quarter of rapid growth alongside sharply weaker profitability.
Rocket Lab (RKLB) Set a Revenue Record. Is Neutron Slipping Into 2027?
Rocket Lab Corporation (NASDAQ:RKLB) shares continued to decline on Tuesday after falling roughly 7% in extended trading Monday.
AI Shopping is Sending Better Leads to Ulta and Etsy. Can They Keep the Customer?
On August 7, Reuters reported that 41% of U.S. consumers used generative AI for online shopping in June, according to Adobe Analytics. The traffic also appeared unusually valuable.
Is Autonomous Driving Becoming a Risk for Uber (UBER)?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Zoetis (ZTS) Remains a Leader, So Why Was It Sold?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Why Accenture (ACN) Lost Its Place in This Portfolio
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Synopsys (SNPS) Growth Disappointed - Should Investors Worry?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Is Aon's (AON) Growth Story Starting to Slow?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Hedge Fund Resource Center Lists
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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending
New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)
J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum
11 Best Cancer Stocks to Buy Right Now
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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut
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15 States with the Best Weed in America
16 Countries with the Largest Proven Oil Reserves in the World
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20 Countries with the Strongest Armies in the World
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40 Best Places to Visit in Europe Before You Die
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25 Cities with the Highest Homeless Population in the World
20 Countries With The Best English Accent in The World
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10 Best Gold Stocks Under $30
10 Best Genomics Stocks To Buy Right Now
