What Salesforce’s (CRM) $1.6 Billion VA Contract Signals for Its Government Cloud Strategy
Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services.
Measuring the Beat: 57 Stocks Surpassing Earnings Expectations
Academic research has consistently found that corporate earnings surprises cluster around small positive values, rather than large outperformance.
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Jim Cramer Can't Help But Gloat At Apple Inc (NASDAQ:AAPL)'s AI Developments
Ever the Apple Inc. (NASDAQ:AAPL) bull, Jim Cramer is nothing but ecstatic about the firm's recent fortunes.
Believe In Elon Musk, Says Jim Cramer About Tesla, Inc. (NASDAQ:TSLA)
As is the case with NVIDIA, Jim Cramer continues to believe in Tesla, Inc. (NASDAQ:TSLA) even though the shares have been weak.
Jim Cramer Admits Its Time To Talk About Space Exploration Technologies Corp (NASDAQ:SPCX)
Space Exploration Technologies Corp (NASDAQ:SPCX)'s shares show just how fast fortunes can change on the stock market.
Jim Cramer Was Left "Shocked" By Alphabet Inc. (NASDAQ:GOOGL)'s Shares
Alphabet Inc. (NASDAQ:GOOGL)'s shares are up by 6.8% year-to-date and by 71% over the past year. More recently, the shares are down by 5.7% over the past month.
Jim Cramer Reveals Why Intel Corporation (NASDAQ:INTC) Is About More Than Just Selling Computer Chips
Intel Corporation (NASDAQ:INTC), over the past year, has remained one of Cramer's favorite stocks. The shares are up by 302% over the past year and by 107% year-to-date.
Jim Cramer Shares Troubling Whispers About Charter Communications, Inc. (NASDAQ:CHTR)
Cable giant Charter Communications, Inc. (NASDAQ:CHTR)'s shares are among the worst performers in the market as they are down by 50% over the past year and by 33% year-to-date.
Jim Cramer Makes Big Prediction About T-Mobile US Inc. (NASDAQ:TMUS) Which Involves Apple
As is the case with all mobile carriers, T-Mobile US Inc. (NASDAQ:TMUS)'s story also revolves around the firm's subscriber base. More subscribers mean more revenue and happy investors.
Jim Makes Subtle Yet Big Shift For Nvidia Corporation (NASDAQ:NVDA)
Nvidia Corporation (NASDAQ:NVDA) is a stock that Jim Cramer has stuck by despite the relatively weak share price performance as of late.
Jim Cramer Is Sad About IBM's Performance
International Business Machines Corporation (NYSE:IBM) is another stock that Jim Cramer has been quite optimistic about. However, its shares are down by 23% year-to-date and by 12% over the past year.
Jim Cramer Said Trouble Was Brewing As Salesforce Inc. (NYSE:CRM)'s Shares Rose
Salesforce Inc. (NYSE:CRM)'s shares, like other stocks, haven't performed well in today's AI era. They are down by 30.9% over the past year and by 29.6% year-to-date.
Jim Cramer Believes Cybersecurity Stocks Like Palo Alto & CrowdStrike Will Do Well
Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are part of the cybersecurity sector, which Cramer has been a fan of.
EasyJet's Profits Just Dropped 70%; Can it Weather Higher Fuel Costs Better Than Investors Expect?
EasyJet (LON:EZJ) recently revealed a whopping 70% drop in profits, spurred mainly by increasing fuel costs and later bookings because of the conflict between Iran and the U.S.
Johnson & Johnson vs. Danaher: Which Healthcare Stock Looks Better Positioned Following Earnings?
Johnson & Johnson (NYSE:JNJ) delivered strong fiscal Q2 2026 results, with sales for the quarter growing nearly 7% to $25.31 billion, above analysts' average estimate of about $25.05 billion.
Intuitive Surgical (ISRG) vs. Medtronic (MDT): Which MedTech Stock Looks Better Positioned for Growth?
Intuitive Surgical (NASDAQ:ISRG) beat both top- and bottom-line consensus estimates in its fiscal Q2 2026 results, with revenue for the quarter growing 19% to $2.89 billion and adjusted EPS reaching $...
Analysts Appear Bullish on Thermo Fisher (TMO): Is The Stock Really a Buy After Earnings?
Thermo Fisher Scientific Inc.
TransDigm (TDG) Adds Another Bolt-On: What the $1.07 Billion Prince & Izant Deal Says About Its Playbook
Although chronic supply chain bottlenecks continue to dampen new commercial aircraft deliveries, the main driving force of the aerospace sector this year is the aging of the global airline fleet.
Detroit’s Divided Quarter: How General Motors (GM) Outpaced Ford in a High-Rate Environment
The North American automotive industry is facing a dramatic change in the operational environment this year, which is marked by increased financing barriers and ongoing consumer price sensitivity.
Nvidia's Valuation Gap With AMD Just Got Bigger
Nvidia (NASDAQ:NVDA) dropped nearly 4% on July 29, its third sharp pullback in a week, and now trades well off its 52 week high.
Datadog (DDOG) Jumped 7.7% Following Upward PT Revisions—the Real Story Is Who's Driving Its Growth
Following changes to price targets from multiple analysts, Datadog, Inc. (NASDAQ:DDOG) climbed 7.7%.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Ariel Small Cap Value Fund’s Q2 2026 Investor Letter
Ariel Investments, an investment management company, released its "Small Cap Value Fund" Q2 2026 investor letter.
Ariel Focus Fund’s Q2 2026 Investor Letter
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q2 2026 investor letter.
Ariel Appreciation Fund’s Q2 2026 Investor Letter
Ariel Investments, an investment management company, released its "Appreciation Fund" Q2 2026 investor letter.
Fundsmith Equity Fund’s Q2 2026 Investor Letter
Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” The Fund returned -2.9% in the first half of 2026, ...
Chewy (CHWY) Faces Consumer Pressure Despite Profitable Customer Growth
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Antero Resources' (AR) Strategic Role in AI Infrastructure Expansion
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Cencora (COR) Remains Attractive Despite Temporary Headwinds
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Datadog (DDOG) Rose on Accelerating Growth and AI-Driven Demand
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Cadence Design Systems (CDNS): Agentic Capabilities Improve New Growth Engine
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Here’s Why CoStar Group (CSGP) Faces Slow Momentum
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
HubSpot’s (HUBS) Strong Results Overshadowed by Competitive Concerns
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Procore Technologies’ (PCOR) SaaS Model Tested in Volatile Market
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Age Verification Rollout Hurt Roblox Corporation (RBLX) in Q2
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Rocket Lab (RKLB) Just Won Its Biggest-Ever Contract. The Stock Barely Noticed
On July 27, Rocket Lab Corporation (NASDAQ:RKLB) announced its largest launch contract in corporate history, a $266 million multi-launch arrangement with the United States Space Force's Rocket Systems...
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