Nasdaq (NDAQ) Has Quietly Built a More Durable Business Beyond Trading
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Better-Than-Expected: These Stocks Just Topped Q2 Projections
The second quarter earnings season has shown that companies are generating exceptional profits, and that a significant portion of the headline improvement is connected to investments in artificial intelligence...
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Is Adobe (ADBE) Losing Its Edge Despite Strong AI Adoption?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Is Netflix (NFLX) Facing a Growth Slowdown After Its Strong First Quarter?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here.
Guinness Global Innovators Fund’s Q2 2026 Investor Letter
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Trip.com (TCOM): China’s Largest Travel Platform Set for Long Term Gains
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Streaming Scale and Global Base Power Netflix’s (NFLX) Next Phase of Monetization
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Amazon.com (AMZN) Trades at Significant Discount to Intrinsic Value
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Alphabet’s (GOOG) Sustainable Growth Outlook Appears Stronger Than Expectations
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Non-Smartphone End Markets Fuel Arm Holdings’ (ARM) Next Phase of Expansion
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Hackers Breach Apollo Global (APO) Right as Assets Hit $1 Trillion
On August 21, Apollo Global Management (NYSE:APO) disclosed in a letter that hackers gained unauthorized access to some of its cloud platforms between July 6 and July 10, exposing names, dates of birth...
Loomis Sayles Global Growth Fund’s Q2 2026 Investor Letter
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return.
Evaluating RELX PLC’s (RELX) Enterprise Advantages in the AI Era
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here.
InterContinental Hotels Group (IHG): AI Search Functions Improve Visibility and Customer Reach
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here.
Navigating W.W. Grainger's (GWW) New Competitive Landscape
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here.
Inside Cintas Corp. (CTAS) Operational AI Integration
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here.
How SAP SE (SAP) Is Monetizing AI Through Joule and Data Cloud
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here.
Secure Credentials Cement Visa’s (V) Role as Payment Gatekeeper in Agentic AI Era
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here.
Honeywell Aerospace (HONA) Spin-Off Unlocks Standalone Value Amid Strong Market Outlook
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here.
AbbVie’s Humira Replacement Strategy Is Working, But Could Growth Be Too Concentrated?
AbbVie Inc. (NYSE:ABBV) spent years preparing investors for the decline of Humira, once one of the best-selling medicines in the world.
Pfizer vs. Johnson & Johnson: Which Pharma Giant Is Better Prepared for Its Patent Cliff?
Patent expirations are forcing Pfizer Inc. (NYSE:PFE) and Johnson & Johnson (NYSE:JNJ) to prove that their newer medicines can replace some of their most successful franchises.
Zoetis Wins Emergency Authorization for Simparica Trio, Can It Support a Slowing U.S. Business?
The timing of Zoetis Inc.’s (NYSE:ZTS) latest regulatory win is particularly relevant for shareholders. Just one week after the animal-health company reported a 7% decline in U.S.
Gilead’s Core Business Is Accelerating, But Will Its $11 Billion Pipeline Bet Pay Off?
Gilead Sciences, Inc. (NASDAQ:GILD) produced an unusual earnings report in fiscal Q2 2026.
AstraZeneca’s Earnings Beat Shows Momentum, But Can its Pipeline Deliver $80 Billion in Revenue?
AstraZeneca PLC (NYSE:AZN) investors received a reassuring earnings report at a sensitive point in the company’s growth story.
Novo Nordisk Expands Its AI Push With AWS, But Can It Accelerate Drug Discovery?
Novo Nordisk A/S (NYSE:NVO) has entered a strategic partnership with Amazon Web Services to accelerate drug discovery and modernize its operations through artificial intelligence and cloud technology.
Disney Adds Formula E to Disney+: Can Live Sports Strengthen its Streaming Business?
The Walt Disney Company (NYSE:DIS) has secured a multi-year agreement to stream the all-electric Formula E World Championship across 144 territories, expanding the live-sports offering available through...
Abbott vs. Intuitive Surgical: Which MedTech Stock Offers Better Long-Term Upside?
MedTech investors are facing an increasingly difficult choice.
Gilead’s HIV Business is Surging, but is the Company Too Dependent on One Franchise?
Gilead Sciences, Inc. (NASDAQ:GILD) delivered strong fiscal Q2 2026 results, with total revenue rising 10% year over year to approximately $7.8 billion.
Pfizer’s Turnaround is Gaining Traction, but Can New Products Offset its Patent Cliff?
Pfizer Inc. (NYSE:PFE) is beginning to show signs of steadier growth following the sharp decline in its pandemic-related business.
Is Johnson & Johnson’s $5.5 Billion Talc Settlement a Buy Signal, or Is the Legal Risk Far From Over?
Johnson & Johnson (NYSE:JNJ) has proposed a whopping $5.5 billion settlement to resolve tens of thousands of lawsuits that allege its baby powder and other talc products cause ovarian cancer.
Medtronic vs. Thermo Fisher: Which Healthcare Turnaround Offers More Upside?
Turnarounds in the healthcare sector do not all look the same.
Abbott vs. Thermo Fisher: Which is the Better Investment, Diversification or Recovery?
Healthcare investors are often faced with a choice between companies that generate steady growth across diversified businesses and those positioned to benefit from improving industry conditions.
Johnson & Johnson vs. Thermo Fisher: Which Healthcare Growth Story Is More Durable?
Healthcare investors looking for long-term growth don't always have to choose between fast-growing companies and defensive businesses.
Danaher vs. Intuitive Surgical: Is Recovery or Innovation the Better Long-Term Bet?
Healthcare investors often face a difficult decision when choosing between companies with very different paths to growth.
Thermo Fisher vs. Intuitive Surgical: Which Premium Healthcare Stock Deserves its Valuation?
Premium healthcare stocks often trade at elevated valuations for very different reasons.
Danaher vs. Medtronic: Which Healthcare Recovery Story Has More Upside?
Healthcare investors are beginning to see signs of recovery across several parts of the industry, but not every recovery looks the same.
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