Jefferies Sees Cameco (CCJ) and BWXT as Winners in the Nuclear Boom
Jefferies turned bullish on the nuclear energy sector on September 3 and initiated coverage of Cameco Corporation (NYSE:CCJ) and BWX Technologies, Inc.
Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks
Billionaire Daniel Loeb’s Third Point opened about 16 new positions during the second quarter. Two of the new buys sit well outside the AI trade, and we decided to focus on those for this article.
Hedge Funds
News & Analysis
Top Fund Managers
Best Performing Funds
Featured Content
Insider Trading
News & Analysis
Latest Insider Purchases
De bought 313,104 Liberty Latin America Ltd. shares at $20.95
De bought 17,596 Liberty Latin America Ltd. shares at $20.65
De bought 145,490 Liberty Latin America Ltd. shares at $21.00
Altman bought 800 Biocardia Inc. shares at $1.09
Engert bought 5,140 Enovis Corp shares at $19.46
Latest Insider Sales
Kandiah sold 498,728 Rackspace Technology Inc. shares at $3.21
Ainscow sold 23,678 Asp Isotopes Inc. shares at $3.89
Ainscow sold 25,000 Asp Isotopes Inc. shares at $3.91
Mann sold 83,759 Asp Isotopes Inc. shares at $4.10
Mann sold 83,758 Asp Isotopes Inc. shares at $3.92
Featured Content
Do not Miss
Wells Fargo Just Raised its Bets on These 2 Refining Giants
The US refining stocks have been on a strong rally this year, driven by an unusually sharp surge in global refining margins as the ongoing disruptions have significantly reduced the world’s refining...
Eni (E) is Betting Billions on Venzuela's Massive Oil Reserves
Eni S.p.A (NYSE:E) announced on September 2 that it had signed a new 25-year production sharing agreement with Venezuela’s state-owned PDVSA related to the large Junin 5 heavy oil area in the country...
PG&E (PCG) and Edison (EIX) Sink After California Wildfire Liability Deal Falls Apart
PG&E Corporation (NYSE:PCG) and Edison International (NYSE:EIX) plunged on August 31 when California lawmakers introduced a bill that would update the state’s wildfire response, but would not shift ...
Broadcom's AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of that.
Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains
Oracle is gaining an encouraging earnings outlook as it transforms its position in the market to become a major GPU-as-a-Service (GPUaaS) and AI infrastructure provider.
Evercore Warns AI IPOs Could Pressure These Struggling Stocks. IBM and AppLovin Face Different Tests
Investors seeking a slice of a possible blockbuster AI flotation might sell something they already own to pay for it. That is the portfolio risk behind Evercore ISI's warning reported September 7.
Burry’s Palantir Warning Is Back. Accenture Shows What Investors Should Check
Michael Burry’s accounting critique of Palantir Technologies Inc.
Jim Cramer Discusses Procter & Gamble (PG) Valuation and Growth
During the September 3 episode of Mad Money, a caller asked for Jim Cramer’s current opinion of The Procter & Gamble Company (NYSE:PG), and he replied: Okay, this is something Jeff Marks and I from ...
Jim Cramer Wants Nvidia to Buy Back $500 Billion. Can Apple’s Playbook Work?
Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to authorize a $500 billion buyback and purchase shares daily. His September 1 Mad Money argument points to Apple Inc. (NASDAQ:AAPL) as the model.
Can Marathon Petroleum (MPC) Keep Rallying? Wells Fargo Says Yes
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the broader market, posting gains of almost 132% since the beginning of 2026.
Jim Cramer Says Meta (META) is “At the Price” After Settlement Eases Major Legal Overhang
During the September 3 episode of Mad Money, host Jim Cramer said Meta Platforms, Inc. (NASDAQ:META) had become “a hated stock,” as he said: Next, okay, here's one. Maybe the cheapest of all.
Jim Cramer Says Buy Walmart (WMT) as Target’s (TGT) Turnaround Gains Momentum
During the September 3 episode of Mad Money, a caller asked why Walmart Inc.’s (NASDAQ:WMT) stock has lagged behind Target despite widespread analyst opinions favoring Walmart.
Jim Cramer Discusses NVIDIA (NVDA) Acquiring Hugging Face
On the September 3 episode of Mad Money, Jim Cramer turned his attention to NVIDIA Corporation (NASDAQ:NVDA) and its expansion into open-source software infrastructure.
SLB Bets $4.1 Billion on the AI Data Center Boom
SLB NV (NYSE:SLB) announced on August 31 that it will acquire Kelvion from Apollo Global and funds advised by Triton for around $3.4 billion in cash and the assumption of approximately $0.7 billion of...
Chevron's Record Run Isn't Over Yet, BMO Says
Chevron Corporation (NYSE:CVX) is one of the largest integrated energy companies in the world.
Twilio’s (TWLO) AI Push Finds a Strong Fit in Latin America
Twilio Inc. (NYSE:TWLO) revealed latest developments around its customer engagement platform for the Latin American market.
Lockheed Martin (LMT)'s HIMARS Win in Sweden Strengthens its European Defense Footprint
Sweden has decided to purchase around 10 Lockheed Martin Corporation (NYSE:LMT) HIMARS launchers plus ammunition in a deal worth roughly $729 million, with deliveries expected to begin in 2027.
What Potential Does 75F Acquisition Carry for Carrier Global (CARR)?
Carrier Global Corp.
Wegovy’s Latest Trial Gives Novo Nordisk (NVO) Another Potential Growth Catalyst
Novo Nordisk A/S (NYSE:NVO) has delivered encouraging late-stage data for Wegovy in younger children, with its STEP Young trial showing that 40.4% of children aged 6 to under 12 were no longer classified...
Illumina and Everpure to Join S&P 500 in September Rebalancing: What it Means for Investors
Illumina, Inc. (NASDAQ:ILMN) and Everpure, Inc.
Citigroup (C) Moves Deeper Into China’s Capital Markets as Competition Intensifies
Citigroup Inc. (NYSE:C) is reportedly expecting Chinese regulatory approval for its wholly owned mainland brokerage business as soon as September 2026.
Sirius XM (SIRI) Stock: Deutsche Bank Sees Big Upside, But Risks Remain
Sirius XM Holdings Inc. (NASDAQ:SIRI) is attracting renewed investor attention after Deutsche Bank upgraded the stock to Buy from Hold on September 2 and raised its price target to $45 from $31.
A Potential Maserati Partnership Puts Stellantis (STLA)'s Strategy Under the Spotlight
Stellantis N.V. (NYSE:STLA) is reportedly in advanced discussions with Huawei and China’s JAC Group over a long-term industrial partnership for Maserati, according to Reuters.
Cybercab Could Transform Tesla, But Regulatory Risks Loom
Tesla, Inc. (NASDAQ:TSLA) has started offering paid rides in its new Cybercab robotaxi on a limited basis in Austin, Texas.
CECO Environmental (CECO) Raises Guidance After Thermon Deal — Can the Momentum Last?
CECO Environmental Corp (NASDAQ:CECO) finalized its acquisition of Thermon Group Holdings, which is a leading player within the global industrial process heating space, in early June.
Lockheed Martin’s (LMT) Javelin JV Signs Co-Production MOU With Tata Advanced Systems
The Javelin Joint Venture, which is a partnership between Lockheed Martin Corp.
Broadcom Inc. (AVGO)’s AI Opportunity Expands Across AI Infrastructure
The AI infrastructure market is in a powerful expansion phase, with hyperscalers making significant investments in custom AI accelerators, high-speed networking, as well as complex data-center architectures...
Novartis (NVS) Has a Potential $3 Billion MS Opportunity — But Investors Face Key Risks
Novartis AG (NYSE:NVS) could be staring at a $3 billion annual peak-sales opportunity in multiple sclerosis (MS) if its drug remibrutinib successfully advances through the regulatory process and gains...
Jim Cramer Explains Why "Buyers Flocked in" for Dell (DELL)
During the September 2 episode of Mad Money, Jim Cramer turned his attention to Dell Technologies Inc.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Entegris (ENTG) Positions to Benefit From Rebounding Wafer Starts and Memory Capex
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the "Artisan Mid Cap Fund". The letter can be downloaded here.
Hedge Fund Resource Center Lists
11 Largest Uranium Producing Countries in the World
12 Fastest Declining Economies in the World in 2026
10 Most Popular Stocks on Robinhood in 2026
9 Undervalued Chemical Stocks to Buy According to Hedge Funds
7 Most Promising Psychedelic Stocks According to Hedge Funds
7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds
15 Innovative Healthcare Stocks to Buy According to Analysts
9 High Growth Small Cap Stocks That Are Profitable
20 Most Profitable Stocks of the Last 20 Years
15 High Growth Mid-Cap Stocks to Buy
Top 10 Oncology Stocks to Buy Now
10 Best Investments During A Recession
7 Best Rare Earth Stocks to Buy According to Hedge Funds
Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending
New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)
J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum
11 Best Cancer Stocks to Buy Right Now
Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut
20 Countries with the Highest Homeless Population
12 Countries with the Highest Bond Yields in the World
20 Countries with the Most Battle Tanks in the World
12 Best Nasdaq Stocks Under $20 to Buy Now
10 Best Low Beta Tech Stocks to Buy According to Analysts
10 Worst Performing Currencies of 2024
16 Countries with the Largest Proven Oil Reserves in the World
16 Highest Quality Chocolate Brands in the US
20 Countries with the Strongest Armies in the World
Top 13 English Speaking Countries in Asia
20 States with Highest Female to Male Ratio in the US
20 States with the Lowest Life Expectancy in the US
25 Cities with the Highest Homeless Population in the World
30 Cities with the Highest Weed Consumption in the US
25 Countries with the Highest Alcohol Consumption per Capita
10 Best Gold Stocks Under $30
10 Best Genomics Stocks To Buy Right Now
20 Countries with the Best Economy in the World in 2024
30 Cheapest Countries in the World in 2024
15 Healthiest Countries in Europe
15 Healthiest Countries In Africa
25 Most Tropical Cities in the US
20 Most Industrialized Countries in Asia
The Most Successful Celebrity Beauty Company in the World
Top 20 U.S. Cities with the Highest Murders in 2024
30 Cities with The Highest Murders Per Capita in 2024 in the World
20 Budget-Friendly Corporate Gifts for Employees
15 Dangerous Jobs That Pay $75,000 or More
20 African Countries with Highest Divorce Rate
The Best State for Education in the US
20 High-Paying Entry-Level Jobs in the US
25 Countries with the Most Public Holidays in the World