Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?
On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle.
15 Stocks Beating Wall Street's Earnings Expectations
As many as three-quarters of S&P 500-member companies have already reported earnings in the second quarter of the year, with 85 percent exceeding analyst expectations and beating the 76 percent 10-year...
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Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other
Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street's revenue estimates this week, but investors could not have reacted more differently.
Hedge Funds Favor argenx (ARGX) Over Forte Biosciences, Inc. (FBRX): Argenx Agrees to Buy Forte Biosciences
argenx SE (NASDAQ:ARGX) agreed to buy Forte Biosciences, Inc. (NASDAQ:FBRX) for about $2.2 billion in cash, paying $77 a share, a roughly 40% premium to Forte's Friday closing price.
Visa Inc. (V) vs. Mastercard Incorporated (MA): Same Strong Spending Story, Very Different Stock Reactions
Visa Inc. (NYSE:V) and Mastercard Incorporated (NYSE:MA) both beat Wall Street's profit estimates this earnings season on resilient consumer spending and a World Cup travel boost.
Jim Cramer Says Buy the Dip in Sterling Infrastructure (STRL), Just "Don’t Buy It All at Once"
During a segment on CNBC’s Mad Money on August 5, a caller sought host Jim Cramer’s guidance on Sterling Infrastructure, Inc. (NASDAQ:STRL) following a dramatic post-earnings decline.
NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea
NVIDIA Corporation (NASDAQ:NVDA) will invest about $1.01 billion in South Korean internet company Naver to help finance an AI data center, taking a 4.5% stake in Naver once the deal closes.
Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally
Arista Networks, Inc. (NYSE:ANET) posted $3.04 billion in total sales for Q2 2026, which represents a 37.7% year-over-year increase and beat Wall Street consensus estimates by $210 million.
Wells Fargo (WFC) Bets On Blockchain, But Can The Rally Continue?
Wells Fargo (NYSE:WFC) just told its biggest clients they can move money on a Sunday.
Robinhood (HOOD)'s Growth Story: Can Diversification Offset Market Volatility?
Robinhood Markets, Inc. (NASDAQ:HOOD)'s push to become a diversified financial-services platform received a boost after the company delivered second-quarter results that affirmed underlying growth.
Is Broadcom's (AVGO) Next Big Bet Hidden in Plain Sight?
On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, ...
Walmart (WMT) Bets On Streaming Ads. Can The Stock Catch Up?
Walmart (NYSE:WMT) just made its boldest move yet to turn shopping data into ad dollars.
QumulusAI (QMLS) Signs Nvidia DRW Blackwell Deal: Can Contract Momentum Translate Into Revenue?
On August 11, QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated Nvidia Blackwell B300 ...
Exxon's (XOM) Profit Missed. So Why Is The Dividend Getting Stronger?
ExxonMobil (NYSE:XOM) reported second-quarter 2026 results on July 31, and the headline number disappointed.
Jim Cramer Weighs In on Sentiment Shifts Driving Accenture and Cognizant Rallies
On Monday’s CNBC Mad Money episode, host Jim Cramer examined the top-performing stocks in the S&P 500, focusing on the dramatic turnaround in IT consulting leaders Cognizant Technology Solutions Corporation...
Jim Cramer Compares Enterprise Software Dynamics in Workday and ServiceNow
During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc.
Jim Cramer Examines PayPal Holdings Performance Under Enrique Lores and M&A Speculation
On CNBC's Mad Money’s August 3 episode, host Jim Cramer highlighted PayPal Holdings, Inc. (NASDAQ:PYPL) as one of the standout performers in the S&P 500 during July as it gained 32.5%.
Jim Cramer Highlights Willis Towers Watson Following July Gains
On Mad Money’s Monday episode, Jim Cramer pointed to Willis Towers Watson Public Limited Company (NASDAQ:WTW) as July's fifth-best performer in the S&P 500.
Why Did The Pentagon Just Hand Lockheed Martin (LMT) $58.62B?
Lockheed Martin (NYSE:LMT) just landed one of the largest single contract awards in its history.
Jim Cramer Weighs In on SoFi’s (SOFI) $16–$19 Range
During CNBC’s Mad Money episode on August 5, a caller questioned the near-term trajectory of SoFi Technologies, Inc.
Lake Victoria Gold Unveils Maiden 580,000-Ounce Resource at Tembo Project in Tanzania
Lake Victoria Gold Ltd.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Polen Focus Growth Strategy’s Q2 2026 Investor Letter
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter.
Consistent Results Restored Confidence in Forgent Power Solutions (FPS)
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here.
Baron Discovery Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”.
JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Flowers Foods (FLO) Cuts Dividend to Strengthen Financial Health
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Brown-Forman Corporation (BF-B) Says No to Sazerac's $15 Billion Takeover Bid, Again
Brown-Forman Corporation (NYSE:BF-B) rejected a renewed $15 billion takeover bid from privately held spirits company Sazerac, calling the offer "not actionable." Sazerac's proposal, an all-cash offer ...
PayPal Holdings (PYPL) Delivered Adequate Returns Without Dramatic Change
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Unlocking Alibaba’s (BABA) Transformation Beyond Distribution
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Funds are Bullish on AstraZeneca PLC (AZN)
AstraZeneca PLC (NYSE:AZN) topped second-quarter profit expectations, with core earnings per share of $2.63 versus the $2.48 analysts expected.
JB Global Capital’s Q2 2026 Investor Letter
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding.
Nvidia (NVDA) Is Going Beyond GPUs in the $500 Billion AI Boom, Wells Fargo Says
NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure.
The Resilient Bull Case for Red Violet (RDVT): From Dip to Violent Snapback
Immersion Investment Partners, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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