AST SpaceMobile (ASTS) Has a $1.3B Backlog. Can it Build Fast Enough?
Investors appeared more interested in AST SpaceMobile, Inc. (NASDAQ:ASTS)'s deployment progress.
Q2 Outliers: 16 Stocks Beating Earnings Estimates
Although technology and AI have remained central to the growth narrative in the second-quarter earnings season, the latest data shows that this season is not just a tech earnings story.
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Why Is Teledyne Technologies (TDY) Paying a 52% Premium for Varex (VREX)?
Varex Imaging Corporation (NASDAQ:VREX) surged 48.5% to $18.42 on August 10 after Teledyne Technologies Incorporated (NYSE:TDY) agreed to acquire the X-ray technology company for $18.90 per share in cash...
Embraer (EMBJ) Raised Its Cash Flow Floor to $400M. How Much Is Repeatable?
Embraer S.A. (NYSE:EMBJ) gave investors a strong headline and a complicated earnings bridge.
Barrick Mining (B) Cleared Its IPO Hurdle. Why Did Shares Fall 6%?
Newmont Corporation (NYSE:NEM) consented to the transaction as part of an agreement resolving the companies’ disputes over Nevada Gold Mines.
Did Greg Abel Just End Berkshire Hathaway’s (BRK-B) Cash-Hoard Problem?
Berkshire Hathaway Inc. (NYSE:BRK-B) shares closed 1.5% higher at $529.42 on August 10 after gaining as much as over 3% during the session.
How Serious Are Thousands of Addiction Lawsuits for Meta (META) and Snap (SNAP)?
A federal appeals court removed another procedural obstacle facing more than 3,000 lawsuits accusing Meta Platforms, Inc. (NASDAQ:META), Snap Inc.
Aristotle Core Equity Fund’s Q2 2026 Investor Letter
Aristotle Capital Management, LLC, an investment management company, released its "Core Equity Fund" Q2 2026 investor letter. The fund returned 14.69% in the second quarter of 2026, slightly trailing...
Aristotle Small Cap Equity Fund’s Q2 2026 Investor Letter
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter.
Hims & Hers (HIMS) Raised Guidance. Can Growth Survive Its GLP-1 Margin Reset?
Hims & Hers Health, Inc. (NYSE:HIMS) shares fell over 6% in extended trading on August 10 after the telehealth company delivered another quarter of rapid growth alongside sharply weaker profitability.
Rocket Lab (RKLB) Set a Revenue Record. Is Neutron Slipping Into 2027?
Rocket Lab Corporation (NASDAQ:RKLB) shares continued to decline on Tuesday after falling roughly 7% in extended trading Monday.
AI Shopping is Sending Better Leads to Ulta and Etsy. Can They Keep the Customer?
On August 7, Reuters reported that 41% of U.S. consumers used generative AI for online shopping in June, according to Adobe Analytics. The traffic also appeared unusually valuable.
Is Autonomous Driving Becoming a Risk for Uber (UBER)?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Zoetis (ZTS) Remains a Leader, So Why Was It Sold?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Why Accenture (ACN) Lost Its Place in This Portfolio
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Synopsys (SNPS) Growth Disappointed - Should Investors Worry?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Is Aon's (AON) Growth Story Starting to Slow?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Howmet Aerospace (HWM): A Critical Aerospace Supply Chain Play
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Why GE Vernova (GEV) Is Emerging as an AI Power Winner
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Is GE Aerospace (GE) One of the Best Aerospace Stocks to Own?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Why Slow Banking Tech Adoption Gives Jack Henry & Associates (JKHY) a Strategic Edge
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.
Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks
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 Risks and Opportunities in Bentley Systems' (BSY) AI Strategy
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.
Re-evaluating Moody's Corporation (MCO) Long-Term Growth Strategy
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.
Aoris International Fund Admits Multi-Year Stock Holdings in Accenture (ACN) Were a "Costly Mistake"
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.
EMCOR Group (EME): The Overlooked AI Infrastructure Play?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Why Did Oscar Health (OSCR) Fall After Record Profit and a Guidance Hike?
Oscar Health, Inc. (NYSE:OSCR) shares closed 11.9% lower at $26.54 on August 6, even after the insurer reported its most profitable first half and raised its full-year outlook.
Why ATI (ATI) Is Emerging as an Aerospace Supply Chain Winner
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Why Investors Keep Doubting CoStar Group (CSGP)
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Why Lam Research (LRCX) Became This Portfolio’s Top Performer
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Evaluating Amphenol’s (APH) AI Infrastructure Play
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.
Blackstone Could Pay $53 for MarineMax (HZO). What Is It Really Buying?
Before the U.S. market opened on August 10, Reuters reported that Blackstone Infrastructure’s Safe Harbor Marinas was nearing an agreement to acquire MarineMax, Inc.
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