Coherent (COHR) & Lumentum Holdings (LITE): Two AI Optics Suppliers Just Beat Earnings. Why Did Investors Punish One of Them?
Lumentum Holdings Inc.
President Trump's Portfolio Added 2 Stocks Bill Gates and Bill Ackman Also Own
The latest filings covering President Donald Trump’s assets show that securities held on his behalf included purchases of Mastercard (NYSE: MA) and Home Depot (NYSE: HD) in June.
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Nebius Group (NBIS) Just Posted 514% Revenue Growth. Can CoreWeave (CRWV)’s Numbers Compete?
On August 12, 2026, Nebius Group N.V. (NASDAQ:NBIS)'s cloud business revenue jumped 514% year over year in the second quarter, sending shares up more than 20%.
Berkshire Hathaway (BRK-B)'s Cash Pile Just Shrank for the First Time in Years. Is Greg Abel Finally Spending?
Warren Buffett spent decades building Berkshire Hathaway Inc.
AI Infrastructure Stocks Surge: How Long Can CoreWeave (CRWV) and Super Micro Computer (SMCI) Keep It Up?
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General Motors Company (GM) Spends $4.5B on Chips: Is Ford Motor Company (F) Betting Bigger on America?
On August 11, 2026, General Motors Company (NYSE:GM) disclosed that it set up a purchasing facility worth up to $4.5 billion with a firm called Procura Auto Parts, designed to keep important components...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
FPA Queens Road Small Cap Value Fund’s Q2 2026 Investor Letter
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. The Fund returned 27.02% in the first half...
Is Linde (LIN) Set to Benefit From a Global Industrial Recovery?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
SGA Exits Alcon (ALC) as Cataract Demand Slows and Competition Rises
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
Why SGA Is Betting on Equinix (EQIX) Again as AI Demand Accelerates
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
Is Salesforce (CRM) an Undervalued AI Opportunity Despite Slower Growth?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
IUX Launches New Education Webinar Series to Support Traders’ Financial Literacy
IUX Education has launched its IUX Education Webinar Series, a live online programme designed to help traders deepen their understanding of financial markets, stay connected with timely market discussions...
Is Netflix (NFLX) a Buying Opportunity After Its Sharp Selloff?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
Could Taiwan Semiconductor Manufacturing Co. (TSM) Be the Biggest Long-Term Winner From the AI Chip Boom?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
ServiceNow (NOW) Faces Questions Over Acquisitions and Capital Allocation
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
SGA Sold Intuit (INTU) as TurboTax and Mailchimp Weakness Deepened
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
Why SGA Raised Its Bet on Alphabet (GOOG) as AI Demand Accelerates
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
Arm Holdings (ARM) Delivers Strong Growth, but Has the Valuation Run Too Far?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
SGA Global Growth Strategy’s Q2 2026 Investor Letter
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The SGA Global Growth Portfolio returned 7...
KLA (KLAC) Gains From Advanced Nodes, HBM and Packaging
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here.
Lam Research (LRCX) Sees Strong Growth Extend Into 2027 as AI Spending Accelerates
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here.
Can AMD (AMD) Win From the Shift Toward More CPU-Heavy AI Data Centers?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here.
This Fund Exits Intuit (INTU) Amid Concerns of AI Disruption to TurboTax’s Moat
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here.
Applied Materials (AMAT) Is Positioned to Capture More of the AI Chip Manufacturing Boom
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here.
Nasdaq (NDAQ) Has Quietly Built a More Durable Business Beyond Trading
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Is Adobe (ADBE) Losing Its Edge Despite Strong AI Adoption?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Is Netflix (NFLX) Facing a Growth Slowdown After Its Strong First Quarter?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here.
Guinness Global Innovators Fund’s Q2 2026 Investor Letter
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Trip.com (TCOM): China’s Largest Travel Platform Set for Long Term Gains
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Streaming Scale and Global Base Power Netflix’s (NFLX) Next Phase of Monetization
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Amazon.com (AMZN) Trades at Significant Discount to Intrinsic Value
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Alphabet’s (GOOG) Sustainable Growth Outlook Appears Stronger Than Expectations
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Non-Smartphone End Markets Fuel Arm Holdings’ (ARM) Next Phase of Expansion
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Hackers Breach Apollo Global (APO) Right as Assets Hit $1 Trillion
On August 21, Apollo Global Management (NYSE:APO) disclosed in a letter that hackers gained unauthorized access to some of its cloud platforms between July 6 and July 10, exposing names, dates of birth...
Loomis Sayles Global Growth Fund’s Q2 2026 Investor Letter
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return.
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