Texas Instruments Incorporated (TXN) Benefits from AI without Being Pure Play AI
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Forget Marginal Beats: More Stocks Are Crushing Wall Street Estimates
The second-quarter earnings have been a major source of support for US equities, with profit growth noticeably strong, thanks to a boost from AI investments.
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Andvari Associates Strategic Investment in Martin Marietta Materials (MLM)
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Microsoft Corporation (MSFT) Generates Revenues and Profits Beyond AI Theme
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Liquidia Corporation's (LQDA) Yutrepia Launch Continues to Outpace the Expectations
Summers Value Partners, a boutique investment firm, noted in its Q2 2026 investor update that The Summers Value Fund delivered strong results in the quarter, returning 41.7% net, outperforming the Russell...
Sands Capital Select Growth Fund Sold DoorDash’s (DASH) in Q2
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S.
ePlus (PLUS) Expands Its Microsoft Footprint Even As Profit Margins Slip
On August 24, ePlus (NASDAQ:PLUS) announced it had completed the acquisition of the assets of Daymark Solutions, a Massachusetts-based IT services provider, with the deal having closed three days earlier...
How Micron Technology (MU) is Shaping the AI Landscape
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S.
Himax (HIMX) Turns Palm Veins Into Its Next Growth Bet
On August 18, Himax Technologies (NASDAQ:HIMX) said its WiseEye palm vein biometric technology now powers the WAFERLOCK L322, a smart lock built by Taiwan-based WAFERLOCK Corporation that just went on...
What Makes Bloom Energy (BE) a Compelling Investment Bet?
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S.
Riverwater Exited Perella Weinberg (PWP) as Smaller M&A Advisors Face a Tough Road Ahead
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Artisan Trimmed AMD (AMD) After Its AI-Driven Surge
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.
What Makes DoorDash (DASH) an Attractive Bet Amid AI Disruption Concerns
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.
Artisan Sold Cencora (COR) as Earnings Momentum Slowed
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.
Artisan Reduced Amer Sports (AS) After Its Rally Despite Long-Term Brand Strength
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.
Helios Technologies (HLIO) Drives Its Electronics Growth Story Off-Road
On September 1, Helios Technologies (NYSE:HLIO) announced that its Electronics segment had expanded the No Roads platform with Apple CarPlay and Android Auto, bringing familiar smartphone integration ...
Chemours (CC) Enters the AI Cooling Market with New Refrigerants
On August 10, Chemours (NYSE:CC) launched two new refrigerants, Opteon ZE and Opteon 515B, built specifically for stationary chillers that cool data centers, commercial buildings, and other facilities...
Biohaven (BHVN) Cashes In On Its Biggest Epilepsy Bet
On August 26, Biohaven (NYSE:BHVN) and SK Biopharmaceuticals announced a global licensing agreement covering opakalim, Biohaven's lead epilepsy candidate, in a deal worth up to $795 million plus royalties...
Central Garden & Pet (CENT) Raises Guidance Even As Sales Slide
On August 5, Central Garden & Pet (NASDAQ:CENT) reported fiscal 2026 third-quarter results for the period ended June 27, and the numbers pull in two directions at once.
A Record Renewables Quarter Powers The Andersons (ANDE) Higher
On August 3, The Andersons Inc.
HCI Group's (HCI) Earnings Are Climbing Faster Than They Look
On August 6, HCI Group (NYSE:HCI) reported a second quarter that kept the momentum from earlier in the year rolling.
Ethos (LIFE) Grows Revenue 113% While Margins Quietly Compress
On August 3, Ethos Technologies (NASDAQ:LIFE) reported second-quarter results for the period ended June 30, showing revenue climbing 113% year over year to $189.6 million, the company's second straight...
Innospec's (IOSP) Strong Quarter Hides A Cash Flow Problem Worth Watching
On August 4, Innospec (NASDAQ:IOSP) reported second-quarter results that pushed revenue up 12% to $491.4 million, with every one of its three businesses posting higher operating income.
Ocular Therapeutix (OCUL): Faster Path To Approval Comes With Rising Costs
On August 3, Ocular Therapeutix (NASDAQ:OCUL) reported second-quarter 2026 financial results that read as much like a regulatory update as an earnings report.
Kodiak Sciences (KOD) Races Toward Three Make-Or-Break Trial Verdicts
On August 13, Kodiak Sciences Inc. (NASDAQ:KOD) reported second-quarter financial results for the period ended June 30, alongside an update on its three late-stage eye disease programs.
Peloton (PTON) Turns The Corner, But Subscribers Keep Slipping
On August 6, Peloton Interactive (NASDAQ:PTON) reported results for its fiscal fourth quarter and full year ended June 30, and the headline number is one the company has chased for years: a full year ...
LiveRamp's (RAMP) Profits Surge Just As A Buyout Nears The Finish Line
On August 5, LiveRamp (NYSE:RAMP) reported first-quarter fiscal 2027 results for the period ended June 30, and the numbers looked less like a company coasting toward a sale than one hitting its stride...
Dentsply Sirona (XRAY) Swings Back To Profit While Sales Keep Sliding
On August 6, Dentsply Sirona (NASDAQ:XRAY) reported second-quarter 2026 results that pulled the stock in two directions at once.
PENN Entertainment (PENN) Swings To Profit As Debt Comes Down
On August 6, PENN Entertainment (NASDAQ:PENN) reported second-quarter results that flipped from a year-ago loss into a profit.
Clover Health (CLOV) Turns Profitable As Medicare Membership Explodes
On August 5, Clover Health Investments Corp. (NASDAQ:CLOV) reported second-quarter 2026 results that turned a year-ago loss into real profit.
UFP Technologies (UFPT) Posts Record Profits, But The Margin Story Gets Complicated
On August 3, UFP Technologies (NASDAQ:UFPT) reported second-quarter net income of $20.9 million, up 21.4% from $17.2 million a year earlier, alongside net sales of $174.0 million, a 15.1% jump from $151...
LTC Properties (LTC) Doubles Down On Senior Housing Bet
On August 5, LTC Properties (NYSE:LTC) reported second-quarter results for the period ended June 30, 2026, and the numbers show a real estate investment trust leaning harder into a strategy it only started...
JinkoSolar (JKS) Chases New Growth Engines While Solar Margins Shrink
On August 26, JinkoSolar (NASDAQ:JKS) reported a quarter that looked rough on the surface but revealed a company quietly rebuilding itself underneath.
Movado Group (MOV): 145-Year-Old Watchmaker Is Suddenly Turning Heads Again
On August 26, Movado Group (NYSE:MOV) reported second-quarter fiscal 2027 results that pushed adjusted earnings per share to $0.54 from $0.23 a year earlier, while net sales climbed 4.9% to $169.8 million...
A Profit Collapse Masks Qfin's (QFIN) Bigger AI Ambitions
On August 25, Qfin Holdings (NASDAQ:QFIN) reported second-quarter results that tell two very different stories at once.
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