The Fund Mounts Against Alphabet’s (GOOG) Aggressive AI Spending
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here.
Nebius Group (NBIS) Just Soared 34% on AI Infra Demand. Here's What to Expect This Week
Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging...
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Alpha Wealth The Insiders Fund’s Q2 2026 Investor Letter
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”.
Alphabet (GOOG): AI Era’s Primary Beneficiary
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here.
What Makes Welltower (WELL) a Bullish Bet?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here.
Is Fervo Energy Company (FRVO) the Future of Baseload Power?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here.
Broadcom (AVGO) Strengthens Market Position with Major Customers and Strategic Agreements
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here.
GDS Holdings Limited (GDS) Declined Despite Solid Operating Results
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here.
On Holding (ONON) Just Had Its Worst Trading Day Ever. Did Investors Overreact?
On Holding (NYSE:ONON) shares fell as much as 20.29% on August 11, their worst single-day drop on record, after the Swiss running shoe maker's second-quarter results and trimmed guidance sent traders ...
Sea Limited (SE) Jumped 15%, But Can the Rally Last?
Sea Limited (NYSE:SE) shares jumped as much as 14.8% on August 11 after the company posted second-quarter 2026 results that beat revenue expectations even as profit growth cooled.
Jim Cramer’s Surprise AI Pick: Aramark (ARMK)
Jim Cramer has spent months tracking the expanding ripple effects of the artificial intelligence infrastructure boom.
GameStop's Ryan Cohen Considers Scrapping $56B eBay Takeover for Store Partnership
Three months after Ryan Cohen startled Wall Street with an unsolicited $56 billion bid for eBay Inc. (NASDAQ:EBAY), GameStop Corp. (NYSE:GME)'s CEO appears to be backing away from it.
Verisk (VRSK) Tried to Walk Away From a $2.35 Billion Deal. A Judge Sent It Back
Verisk Analytics, Inc. (NASDAQ:VRSK) believed it had made a clean break from its $2.35 billion cash deal.
Jim Cramer Says Investors Are Getting Sysco’s (SYY) Solid Quarter “For Free”
After a brief post-earnings dip in Sysco Corporation (NYSE:SYY) shares, Jim Cramer argued during the August 11 episode of Mad Money that the market completely missed the real story: a business using...
Here is Why Chevron (CVX) is a Favorite Among Hedge Funds
Chevron Corporation (NYSE:CVX) is the energy stock boasting the highest number of hedge fund investors at the end of Q1 2026 in the Insider Monkey database.
Talos Energy (TALO) Just Reshaped Its Map, So What's The Catch?
On August 5, Talos Energy (NYSE:TALO) delivered record free cash flow in its second quarter and simultaneously closed out a string of portfolio moves that stretch from the Gulf of America to Honduras.
Freshworks (FRSH) Just Turned Profitable, So Why Is Wall Street Skeptical?
Freshworks (NASDAQ:FRSH) delivered its Q2 2026 earnings call on August 4, and the headline number was hard to argue with.
Hinge Health (HNGE) Just Bought Its Way Into A New Market, So Now What?
On August 4, Hinge Health (NASDAQ:HNGE) delivered a quarter that beat its own guidance on nearly every line, then turned around and used the extra cash to buy its way into a brand new category.
Alight's (ALIT) Earnings Beat Hides A Shrinking Core, So What Gives?
On August 4, Alight (NYSE:ALIT) posted a second quarter that beat Wall Street's numbers while its core business kept shrinking underneath the headline.
Voya Financial (VOYA) Just Took A Hit. Should Investors Worry?
Voya Financial (NYSE:VOYA) posted second-quarter adjusted operating earnings of $1.51 per diluted share on its August 5 earnings call, a number that absorbed roughly $0.90 per share of drag from weak ...
Celanese (CE) Beat Estimates, So Why Is Guidance Getting Trickier?
Celanese (NYSE:CE) walked into its August 4 earnings call having beaten the plan it laid out back in May, then spent the call flagging a bumpier third quarter ahead.
Stride (LRN) Just Got A New CEO. What Happens Next?
Stride (NYSE:LRN) walked into its August 4 fourth-quarter fiscal 2026 earnings call with a brand-new face running the company. Robert E.
Syndax (SNDX) Sales Nearly Doubled, So Why Did The Stock Fall?
Syndax Pharmaceuticals (NASDAQ:SNDX) just posted a quarter that nearly doubled revenue, yet shares slipped 2.41% anyway.
BP (BP) Has A New CEO And A Blunt Diagnosis. Will It Work?
Meg O'Neill's first earnings call as BP Plc's (NYSE:BP) chief executive, held August 4, doubled as a confession.
Paramount Skydance (PSKY): Executives Sold Shares, So Why Do They Still Own So Much?
Paramount Skydance (NASDAQ:PSKY) insiders just showed up in SEC filings selling stock, and that headline rarely looks good.
AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It
On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target.
Regal Rexnord (RRX) Orders Are Surging, So Why Is Margin Guidance Falling?
Regal Rexnord (NYSE:RRX) just posted its strongest order growth in years, with a new chief executive at the helm as of July 1.
Apple’s CXMT Bet Could Strengthen Its Memory Supply, But Risks Remain
Apple Inc. (NASDAQ:AAPL) is testing DRAM chips from China’s ChangXin Memory Technologies (CXMT) across several product lines, including iPhones and MacBooks.
The Kraft Heinz Company (KHC)'s Dividend Looks Safe. The Bigger Question Is Growth
The Kraft Heinz Company (NASDAQ:KHC) keeping its quarterly dividend at $0.40 per share was not unexpected.
The Goldman Sachs Group (GS)'s $2.3 Billion ETF Bet: How Does It Compare With JPMorgan?
The Goldman Sachs Group, Inc.
Airbnb, Inc. (ABNB)'s AI Strategy and Hotel Expansion Could Unlock New Growth
On August 6, Reuters reported that Airbnb, Inc.
Oracle (ORCL) Adds Quantum Computing To Its Cloud, So What's The Catch?
Oracle (NYSE:ORCL) just gave its cloud story a new frontier.
Robinhood's Crypto Slump Got the Headlines. Its 10x Business Got Ignored.
Robinhood Markets, Inc. (NASDAQ:HOOD) reported record quarterly revenue on July 29, 2026, and the stock faded anyway. Second-quarter revenue hit an all-time high of $1.31 billion, up 32%.
Why Did Joby's (JOBY) $500M Defense Bet Spook Investors?
Joby Aviation (NYSE:JOBY) just made its boldest move yet, and it has nothing to do with flying you to the airport.
Lyft, Inc. (LYFT)'s Q2 Earnings Point to Strong Demand, but Efficiency is the Next Test
Lyft, Inc. (NASDAQ:LYFT)'s second-quarter results were strong in several areas, but they also showed why investors should not look at the company’s growth numbers in isolation.
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