Baidu (BIDU) Sank 12.7% After Earnings. Is Its AI Transition Losing Momentum?
Baidu, Inc. (NASDAQ:BIDU) reported a second quarter that made its AI transformation look both more credible and more difficult.
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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Performance Food (PFGC) Grew Sales 6.4% as Product Inflation Hit 4.7%. How Much Growth Was Real?
Performance Food Group Company (NYSE:PFGC) reported fiscal fourth-quarter sales of $18.03 billion, up 6.4% from a year earlier, as overall product cost inflation reached approximately 4.7%.
AEVEX (AVEX) Doubled Revenue, then Announced a $650M Acquisition. Is Growth Outrunning Dilution?
AEVEX Corp. (NYSE:AVEX) nearly doubled quarterly revenue, remained profitable, swung from a year-earlier loss, raised guidance, and announced a proposed acquisition valued at up to $650 million.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Fulcrum (FULC) is Allocating 95% of the Combined Company to Slate and PIPE Investors. Is the $270M Dividend Enough?
Fulcrum Therapeutics, Inc. (NASDAQ:FULC) signed an all-stock merger agreement with Slate Medicines that would turn the public company into a migraine-focused biotechnology business.
Marvell Technology (MRVL) Thrives on Data Center Growth Amid Networking Dominance
Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026. The letter can be downloaded here.
Is Elevance Health (ELV) a Mispriced Opportunity?
Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026. The letter can be downloaded here.
Qualcomm (QCOM) Positioned to Harness Immense AI Opportunity
Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026. The letter can be downloaded here.
Arxis (ARXS) Closed an Approximately $770 Million Connector Acquisition. Is its Roll-Up Still Disciplined?
Arxis, Inc. (NASDAQ:ARXS) completed its acquisition of Omnetics Connector Corporation at an agreed enterprise value of approximately $770 million, subject to customary closing adjustments.
SQM Beat Expectations and Raised its Lithium Outlook. Is the Downturn Over?
Sociedad Química y Minera de Chile S.A. (NYSE:SQM) delivered its clearest evidence yet that the lithium downturn is easing.
Southwest Airlines (LUV) is Reshaping Operations to Unlock Margin Growth
Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026. The letter can be downloaded here.
Alphabet (GOOGL) Raised $3.9B After Free Cash Flow Turned Negative. Is AI Spending Becoming a Risk?
Alphabet Inc. (NASDAQ:GOOGL) raised A$5.5 billion, or approximately $3.9 billion, through its inaugural Australian-dollar bond offering on August 19.
Sound Shore Fund’s Q2 2026 Investor Letter
Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026.
How SAP SE's (SAP) Enterprise Brainstem Shields It from the AI Software Sell-Off
Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter. The letter can be downloaded here.
UnitedHealth Group Incorporated’s (UNH) Recovery Story: 37% Yearly Return, 80% Off Bottom
Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter. The letter can be downloaded here.
Bretton Fund’s Q2 2026 Investor Letter
Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter.
Roku (ROKU) Announces Acquisition by Fox Corp for $96 Cash and Shares
RGA Investment Advisors, an investment management company, has released its second-quarter 2026 investor letter. The letter can be downloaded here.
Analyzing Adobe's (ADBE) Path Forward in the AI Era
RGA Investment Advisors, an investment management company, has released its second-quarter 2026 investor letter. The letter can be downloaded here.
RGAIA Bets on GitLab (GTLB) for Its AI-Driven Growth Potential
RGA Investment Advisors, an investment management company, has released its second-quarter 2026 investor letter. The letter can be downloaded here.
RGA Investment Advisors’ Q2 2026 Investor Letter
RGA Investment Advisors, an investment management company, has released its second-quarter 2026 investor letter.
Bilbel Capital Sold CareCloud (CCLD) for More Attractive Opportunities
Bilbel Capital, an investment management company, released its second-quarter 2026 investment letter. The letter can be downloaded here.
Bilbel Capital’s Q2 2026 Investor Letter
Bilbel Capital, an investment management company, released its second-quarter 2026 investment letter.
Canadian Pacific Kansas City (CP) Reaffirms 36.9% Locomotive Emissions Reduction Goal by 2030
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.
What Does the Pizza Hut Sale Mean for Yum! Brands (YUM)?
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.
QXO (QXO) is Rebuilding Business Models for Greater Value
Orbis Investment Management, an investment management company, released its Q2 2026 investor letter for “Orbis Global Equity Strategy”. The letter can be downloaded here.
AI is Sharpening Ryan Specialty Holdings (RYAN), Not Replacing Them
Orbis Investment Management, an investment management company, released its Q2 2026 investor letter for “Orbis Global Equity Strategy”. The letter can be downloaded here.
Newmont (NEM) Faces Gold Above $4,500. Will Rising Costs Dilute the Windfall?
Newmont Corporation (NYSE:NEM) shares climbed 7.9% to close at $125.08 on August 19 as gold gained more than 2% and traded near $4,516 per ounce.
Ultragenyx (RARE) Jumped 7.5% on FDA Approval. Can a $2.7 Million Gene Therapy Become a Commercial Success?
Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) was up 7.5% in after-hours trading as of approximately 5:33 p.m.
AI and Insurance: Is Brown & Brown (BRO) Facing Extinction or Evolution?
Orbis Investment Management, an investment management company, released its Q2 2026 investor letter for "Orbis Global Equity Strategy”. The letter can be downloaded here.
Lowe’s (LOW) Cut Its Outlook. Is Pro Demand Strong Enough to Offset the DIY Slump?
Lowe’s Companies, Inc. (NYSE:LOW) delivered an earnings beat alongside weak organic growth and a reduced outlook.
Orbis Global Equity Strategy’s Q2 2026 Investor Letter
Orbis Investment Management, an investment management company, released its Q2 2026 investor letter for "Orbis Global Equity Strategy”.
Affirm (AFRM) Slipped After Klarna Cut Guidance. Category Warning or Share-Gain Opportunity?
Shares of Affirm Holdings, Inc. (NASDAQ:AFRM) fell 1.3% on August 18 as Klarna plunged more than 22% after reducing its 2026 volume and revenue forecasts.
Merck (MRK) Surges on a Melanoma Win. Can Intismeran Extend Keytruda’s Growth Runway?
Merck & Co., Inc. (NYSE:MRK) jumped 12.6% to a record $152.20 on August 19 after a pivotal melanoma trial validated intismeran autogene, the individualized mRNA cancer therapy developed with Moderna.
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