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Amazon (NASDAQ:AMZN) just gave security teams a fresh reason to watch its cloud business.
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Bank bought 322 Blackrock Municipal Credit Alpha Portfolio Inc. shares at $12.29
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Bank bought 500 Blackrock Municipal Credit Alpha Portfolio Inc. shares at $12.29
Bank bought 500 Blackrock Municipal Credit Alpha Portfolio Inc. shares at $12.29
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Pittas sold 250 Eurodry Ltd. shares at $37.80
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Brennan sold 2,000 Nuveen Amt-Free Municipal Credit Income Fund shares at $12.46
Brennan sold 1,000 Nuveen Amt-Free Municipal Credit Income Fund shares at $12.45
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On August 10, Dover Corporation (NYSE:DOV) raised its quarterly cash dividend to $0.525 per share, up from $0.52. That is an increase of $0.005 per share.
NIKE, Inc. (NKE) Dividend: Why a Small Increase Could Be on the Way
NIKE, Inc. (NYSE:NKE) raised its quarterly dividend from $0.40 to $0.41 in November 2025, a roughly 3% increase. That marked the company's 24th consecutive year of dividend growth.
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On August 6, Carlisle Companies Incorporated (NYSE:CSL) announced that its Board of Directors approved a 14% increase in its regular quarterly dividend.
Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir's "Otherworldly" Quarter Sends Shares Soaring 30%
Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an "otherworldly" second quarter.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
NVIDIA Corporation’s (NVDA) End-to-End Dominance Fuels Strong Fundamentals
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.
How Internal AI Efficiency Unlocks Guidewire Software’s (GWRE) Profitability?
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.
Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market
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.
Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech's $1 Trillion Lease Bill
On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc.
Baron Opportunity Fund Trimmed Datadog (DDOG) After Rally
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.
Here’s Why Baron Opportunity Fund Sold CoStar Group (CSGP)
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.
ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure
On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT).
Micron Technology's (MU) Competitive Edge in a Rapidly Evolving Industry
aron 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.
Space Exploration Technologies Corp (SPCX) Leads Fund’s Performance Following Historic Initial Public Offering
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.
Baron Opportunity Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”.
Paramount Skydance Corporation (PSKY) vs. Warner Bros. Discovery, Inc. (WBD): A Deal Stuck in Legal Limbo
Paramount Skydance Corporation's (NASDAQ:PSKY) roughly $110 billion deal to buy Warner Bros. Discovery, Inc.
The trillionaire cash-out: When institutional selling changes the gold trade
Gold spent the first weeks of 2026 doing what almost nobody expected.
Operational Traction Restores Investors’ Confidence in Cracker Barrel Old Country Store (CBRL)
Signia Capital Management, a boutique money management firm focusing on Small-Micro Cap and Small Cap Value investing, released its second-quarter 2026 investor letter for “Signia Small Cap Value Strategy...
What Makes Itron (ITRI) a Strong Investment Bet?
Signia Capital Management, a boutique money management firm focusing on Small-Micro Cap and Small Cap Value investing, released its second-quarter 2026 investor letter for “Signia Small Cap Value Strategy...
Signia Small Cap Value Strategy Sold Hudbay Minerals (HBM) at Valuation Target
Signia Capital Management, a boutique money management firm focusing on Small-Micro Cap and Small Cap Value investing, released its second-quarter 2026 investor letter for “Signia Small Cap Value Strategy...
Navigating Liberty Energy’s (LBRT) Journey From Oilfield Services to Data Center Power
Signia Capital Management, a boutique money management firm focusing on Small-Micro Cap and Small Cap Value investing, released its second-quarter 2026 investor letter for “Signia Small Cap Value Strategy...
Signia Small Cap Value Strategy’s Q2 2026 Investor Letter
Signia Capital Management, a boutique money management firm focusing on Small-Micro Cap and Small Cap Value investing, released its second-quarter 2026 investor letter for “Signia Small Cap Value Strategy...
Visa Inc. (V) vs. Mastercard Incorporated (MA): Visa Bets $2.4 Billion on Stopping AI-Powered Fraud
On August 3, 2024, Visa Inc.
Karman Holdings’ (KRMN) CEO Transition Strengthens the Long-Term Bull Case
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.
Grab Holdings Limited (GRAB) vs. Sea Limited (SE): Grab Raises Its Outlook as AI and Affordability Pay Off
On August 4, 2026, Grab Holdings Limited (NASDAQ:GRAB) raised its full-year revenue and profit forecasts.
Baron Discovery Fund Remains Bullish on Shake Shack (SHAK)
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 Gains from Strategic Accumulation of CareDx (CDNA)
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.
ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom
Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V.
Strong Fundamentals Position Kratos Defense & Security Solutions (KTOS) for Long-Term Upside
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.
How Samsara’s (IOT) Operating Leverage Unlocks Margin Expansion
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 Trimmed Advanced Energy Industries (AEIS) on Valuation and Position Size
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.
Is Commvault Systems, Inc. (CVLT) A Good Investment Right Now?
Commvault Systems, Inc. (NASDAQ:CVLT) develops enterprise software platforms focused on cyber resilience, data defense, and hybrid cloud management.
Baron Discovery Fund’s Strategic Trim of Establishment Labs Holdings Inc (ESTA) Locks Gains
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.
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