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.
Top 2 Earnings Surprises Wall Street Never Saw Coming — Time to Buy or Sell?
For this article, we define a surprise as Wall Street expecting a company's earnings or revenue to move in one direction year over year, and the company reporting that same metric moving in the opposite...
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Datadog (DDOG) Jumped 7.7% Following Upward PT — 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, Inc. (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...
Spyglass Exited nCino (NCNO) as Confidence Weakens
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.
MKS (MKSI): A Mission Critical Semiconductor Supplier Behind Next Gen Chip Making
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.
What Makes Forgent Power Solutions (FPS) a Bullish Bet?
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.
Kinsale Capital Group (KNSL) Faced Rising Challenges
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.
SAP Fioneer Launches Cloud Accounting Subledger to Simplify Multi-GAAP Accounting for Financial Institutions
SAP Fioneer, a leading provider of software solutions for financial services, today announced the launch of its Cloud Accounting Subledger (CAS), a cloud-based solution designed to help financial institutions...
STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear
STARTRADER today announced the launch of 31 new US Share CFDs and ETF CFDs, available on the trading platform from August 3 and on the STARTRADER app from August 5, spanning semiconductors, AI infrastructure...
Inside Project Peregrine: Why Blackstone and KKR Bought Into Kuwait's Oil Pipelines
The signing of "Project Peregrine" on July 25 marks a historic moment for alternative asset managers in 2026. In the largest foreign direct investment in Kuwait's history, Blackstone Inc.
TopBuild Acquisition Seals QXO’s (QXO) North American Dominance
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.
AAON (AAON) Backlog Strengthens From Data Centre Buildout and Margin Improvement
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.
AI Traction Fuels Snowflake’s (SNOW) Guidance Boost
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.
Affirm Holdings (AFRM) Reclaims Investor Confidence, with 146% Affirm Card Growth
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.
Optical Momentum Triggers Investor Rerating of Credo Technology Group Holding Ltd (CRDO)
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.
Spyglass Growth Strategy’s Q2 2026 Investor Letter
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Everest Group, Ltd. (EG) Converts Cyclical Headwinds Into Double-Digit Growth
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners is Bullish on Ryan Specialty Holdings (RYAN)
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Fortune Brands Innovations (FBIN) Sets the Stage for Growth
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Google Cloud Has Become Alphabet's (GOOG) Primary Valuation Driver
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
TransDigm Group's (TDG) Fair Value Estimate Climbs at Double-Digit Pace
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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