Anthropic's IPO Could Be a $240 Billion Moment for Amazon (AMZN)
The AI IPO wave of 2026 continues to produce outsized winners among the corporations that backed it, instead of just those going public.
Verizon (VZ) After Earnings: Cheap Stock or Value Trap?
Verizon just posted a strong quarter for postpaid phone net additions in five years, beating analyst expectations by a wide margin. Broadband adds stayed strong across fixed wireless and fiber.
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Exxon Mobil (XOM): President Trump's Top Energy Stock Pick?
ExxonMobil (NYSE:XOM) is one of the top energy names in President Donald Trump's financial disclosures from earlier this year. The stock is up about 27% so far this year.
Reddit's Self-Service Ad Push Could Matter More Than Its Headline Growth Numbers
Digital advertising spending in 2026 is expected to expand unevenly.
First Horizon (FHN): 20% Earnings Growth Backs Cramer's Buy Call, But the Stock Is No Longer Cheap
Regional banks have spent 2026 rebuilding the credibility they lost in 2023, when panicked customers withdrew large sums of money.
Brown-Forman Corporation: Sazerac’s $32 Cash Bid Rebuffed as Dual-Class Control Shields Valuation Disconnect
The global spirits sector is undergoing a phase of aggressive structural consolidation, as evidenced by Sazerac Company's ambitious bid to merge with Brown-Forman Corporation (NYSE:BF-B).
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Marsh & McLennan (MRSH) Reinvents Operations with AI Productivity Push
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here.
ICON Public Limited Company (ICLR) Surges on Net Book-to-Bill Strength
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here.
Keurig Dr Pepper (KDP) Pops on Strong Beverage Sales
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here.
Harris Oakmark U.S. Concentrated Strategy’s Q2 2026 Investor Letter
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”.
Strong Fundamentals Keep Loar Holdings (LOAR) Flying High
Wasatch Global Investors, an asset management company, released its “Select Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
RBC Bearings (RBC) Rolls Ahead on Aerospace Strength
Wasatch Global Investors, an asset management company, released its “Select Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Private Credit Worries Weigh on Hamilton Lane (HLNE)
Wasatch Global Investors, an asset management company, released its “Select Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Wasatch Global Select Strategy’s Q2 2026 Investor Letter
Wasatch Global Investors, an asset management company, released its “Select Strategy” Q2 2026 investor letter.
Caterpillar (CAT) Shrugs Off Tariff Hit as Demand 'Heats Up'
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”. A copy of the letter can be downloaded here.
Zoetis (ZTS) Slid on Weak Response to Great Ideas
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”. A copy of the letter can be downloaded here.
Birkenstock Holding plc (BIRK) Walks Tall on Margins
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”. A copy of the letter can be downloaded here.
Platinum International Brands Fund’s Q2 2026 Investor Letter
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”.
MarineMax (HZO): Ace River Exit Driven by Opportunity Cost, Not Fundamentals
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is RCI Hospitality Holdings (RICK) a Mispriced Opportunity?
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Meta (META), BlackRock (BLK) Form $14 Billion AI Data Center Venture—Can It Ease the Cost of Meta’s AI Buildout?
Wall Street is taking center stage in financing the AI buildout. On July 28, Meta Platforms, Inc. (NASDAQ: META) and asset manager BlackRock, Inc.
What Makes Vox Royalty Corp. (VOXR) an Attractive Long-Term Compounder?
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Ace River Capital’s Q2 2026 Investor Letter
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter.
CrowdStrike (CRWD) Rides the AI Threat Wave, But Can It Lead the Pack?
AI is now greatly advancing both sides of the cybersecurity war, with data increasingly favoring attackers.
Why China’s DUV Push Hit ASML (ASML) and Micron (MU) for Different Reasons
China has started producing domestic immersion deep-ultraviolet lithography tools, Reuters reported on July 28.
argenx Bets $2.2 Billion on a Vitiligo Breakthrough: What the Forte Biosciences Deal Means for Both Stocks
The biopharma sector is in the middle of a transformation in which macroeconomic pressures and policy developments actively dictate corporate dealmaking.
Lucid Group (LCID) Soars 21% as Saudi Prince Backing Eases Financial Health Worries
Lucid Group (NASDAQ:LCID) powered by 21.54 percent on Tuesday to finish at $7.90 apiece, after a Saudi prince's backing that helped allay concerns about the electric vehicle-maker’s financial health...
Itron (ITRI) Soars 26% After Earnings Beat, Raised Growth Outlook
In an updated report on the same day, the technology company said that it ended the second quarter of the year with a non-GAAP diluted earnings per share of $1.59, lower by $0.03 versus the same period...
Qualcomm’s (QCOM) Samsung Expansion and AI Deals Could Reshape Its Growth Story
Qualcomm Incorporated (NASDAQ:QCOM) is entering a new phase of growth as two major catalysts—the expansion of its Samsung partnership and its push into AI infrastructure— begin reshaping the company...
TE Connectivity's Record Orders Say the AI Trend Is Real — Its Stock Reaction Says Guidance Still Rules
The physical infrastructure enabling artificial intelligence requires considerably more than just high-performance accelerators and primary grid connections.
Aging Jets, Rising Threats: Why RTX Corporation (RTX) Just Raised Its 2026 Outlook
RTX Corporation (NYSE:RTX) on Thursday lifted its sales and profit outlook for 2026, amid sustained demand for commercial aircraft maintenance and military systems, as airlines continue to rely on older...
Telecom Stocks: Is Verizon (VZ) Better Than T-Mobile (TMUS)?
The telecom industry is entering the next era powered by 5G.
Wall Street's Trading Boom Just Got a New Leader: Can Morgan Stanley (MS) Keep It?
Wall Street just delivered one of its most impressive earnings weeks in history, with the five largest US banks reporting a combined net income of around $49 billion in the second quarter of 2026, up ...
OpenAI’s Agent Hacked Hugging Face. Sam Altman Says the Singularity Is Here; Nvidia (NVDA), CrowdStrike (CRWD) Build the Defenses
OpenAI disabled its production safety classifiers to measure the models’ maximum cyber capability.
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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending
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