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Markets are Missing This: Apple Stock Offers a Different Way to Bet on the Future of AI
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Venture Global (VG) Soars as Geopolitical Tensions Fuel Natural Gas Rally
On Friday, Kuwait—one of the world’s 10 largest oil producers—said that Iran damaged a power and water desalination plant following a missile attack, sparking a fire that affected a large number...
Why IBM Stock Crashed 25% Even as AI Spending Exploded
International Business Machines Corporation (NYSE:IBM) lost 25.2% on July 14, erasing about $68 billion in market value in the stock’s worst session on record.
Aehr Test (AEHR) Rockets as Traders Buy Into Triple Revenue Growth Outlook
Shares in Aehr Test Systems Inc.
Is Automatic Data Processing (ADP) A Better Stock Than PAYX and WDAY
Is ADP a good stock to buy? We came across a bullish thesis on Automatic Data Processing, Inc. on Contrarian Indicator’s Substack by Cameron Fen.
SpaceX (SPCX) Loses Its IPO Premium as a Bigger Supply Test Looms
With investors increasingly questioning whether massive AI and infrastructure spending will generate adequate returns, Space Exploration Technologies Corp (NASDAQ:SPCX) has become one of the stocks caught...
Analog Devices (ADI) at $375: Are Investors Paying an AI Premium for Industrial Tech?
Is ADI a good stock to buy? We came across a bullish thesis on Analog Devices, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on ADI.
Trevi Therapeutics (TRVI) Soars as Haduvio Taps Into $15B Addressable Market
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Netflix, Inc. (NFLX) Is Sinking After Earnings — Should You Buy the Dip?
Netflix, Inc. (NASDAQ:NFLX) reported fiscal Q2 2026 earnings after market close on July 16.
Sellas Life (SLS) Climbs 12% Ahead of 'Potentially Company-Defining' Clinical Trial Result
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ManpowerGroup (MAN) Rockets to Fresh High on Better-Than-Expected Q2
ManpowerGroup saw its share price climb to a four-year high on Thursday, after the global staffing company delivered better-than-expected second-quarter results, bolstering investor optimism that hiring...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Here are the Compelling Reasons to Own Extreme Networks (EXTR)
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded fhere.
Is Encompass Health (EHC) an Attractive Long-Term Bet?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Do You Think Shake Shack (SHAK) Offers Attractive Value Amid Sell-off?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why Simply Good Foods (SMPL) is Struggling
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund Sold OneSpaWorld Holdings (OSW) as It Reached Intrinsic Value
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Does Acquisition Drive Value to Belden (BDC)?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Indie Semiconductor (INDI) a Compelling Bet?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund’s Q2 2026 Investor Letter
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. The small-cap market showed exceptional strength in Q2, largely due to anticipated peace in the Middle East.
Taiwan Semiconductor Manufacturing (TSM): A Beneficiary of AI Boom
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
United Rentals (URI) Rose on Robust Nonresidential Construction End Markets
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
22% Growth in iPhone Powers Apple’s (AAPL) Rally
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Should You Be Bullish on Visa (V)?
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Meta Platforms’ (META) Capital Allocation Strategy
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here are Updates on Amazon’s (AMZN) Rational FCF Reinvestment
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Wedgewood Partners' Views on Microsoft’s (MSFT) Capital Expenditure
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Accelerated Growth in Google Search and Cloud Strengthens Alphabet’s (GOOG) Rally
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Wedgewood Partners’ Q2 2026 Investor Letter
Wedgewood Partners, an investment management company, released its second-quarter 2026 investor letter.
Attractive Valuation Offers Entry in FTI Consulting (FCN)
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Capital One Financial Corp (COF) Positioned to Benefit from AI?
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Fiduciary Management Inc’s Q2 2026 Investor Letter
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter.
GeneDx Holdings Corp. (WGS) Fell Following a Significant Cut in 2026 Guidance
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here.
Increased Investor Confidence Boosted Vicor Corporation (VICR) in Q2
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here.
AtaiBeckley (ATAI) Soars to 4-Year High on $3.8B Merger with Eli Lilly
Under the agreement, AtaiBeckley Inc.
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