KULR Tech (KULR) Bets Big On Drones While Bitcoin Losses Bite
On August 13, KULR Technology Group (NYSEAMERICAN:KULR) held its second-quarter earnings call, and CEO Michael Mo did not sugarcoat it.
Wall Street Surprises: 5 Stocks Beating EPS Targets
As a large number of companies beat expectations on earnings, the market is becoming more selective about what constitutes a good earnings report.
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Gorilla (GRRR) Raised its Outlook After Revenue Nearly Doubled. How Much Growth Was Pulled Forward?
Gorilla Technology Group Inc. (NASDAQ:GRRR) shares closed at $15.83, down 1.4%, on August 24. The stock fell 13.1% to $13.76 as of 5:27 p.m.
Nvidia’s GPU Price Hikes Look Bad for CoreWeave. Truist Says the Opposite May Be True
CoreWeave, Inc. (NASDAQ:CRWV) stock should have been under pressure following news that NVIDIA Corporation (NASDAQ:NVDA) is reportedly hiking prices for its GPUs by roughly 17%.
Strive (ASST) Increased Bitcoin Holdings 5.5%, but Bitcoin per Assumed Diluted Share Rose Just 1.3%. Is the Treasury Strategy Creating Value?
Strive, Inc. (NASDAQ:ASST) purchased 1,110 Bitcoin for approximately $81.5 million between August 17 and August 21, paying an average of $73,409 per coin, including fees and expenses.
Napco (NSSC) Reported a 61.3% Gross Margin. How Much Was Temporary?
Napco Security Technologies, Inc. (NASDAQ:NSSC) reported fiscal fourth-quarter revenue of $55.8 million, up 10.0% year over year.
Gossamer (GOSS) Announced Up to $250M of Financing, but Only $25M is Expected Upfront. Is the Runway Secure?
Gossamer Bio, Inc. (NASDAQ:GOSS) announced a structured private placement on August 21 that could generate up to approximately $250 million in gross proceeds. However, Gossamer Bio, Inc.
PDD (PDD) Grew Revenue 8% but GAAP Net Income Fell 12%. Are Merchant Investments Producing Enough Growth?
PDD Holdings Inc. (NASDAQ:PDD) reported second-quarter revenue of RMB112.4 billion, up 8% year over year but below the RMB116.35 billion consensus estimate.
Digimarc's (DMRC) Turnaround Bet Rests On A Fixable Execution Gap
On August 13, Digimarc (NASDAQ:DMRC) laid out a quarter that looked messy on paper while making the case that the mess is fixable.
Buckle (BKE) Raised Prices as Units Per Transaction Fell. Is its 48% Gross Margin Sustainable?
The Buckle, Inc. (NYSE:BKE) reported fiscal second-quarter net sales of $319.8 million, up 4.6%, while comparable-store sales increased 2.1% and online sales rose 2.3%.
Flowers Foods (FLO) Lost Volume as Price/Mix Rose. Is the Bread Aisle Breaking its Business Model?
Flowers Foods, Inc. (NYSE:FLO) delivered a troubling second-quarter demand signal on August 20.
Autohome (ATHM) Authorized a $400M Buyback as Revenue Fell 32%. Can Repurchases Outrun Business Erosion?
Autohome Inc. (NYSE:ATHM) is using its balance sheet to counter market pessimism.
York Space Systems (YSS) Cuts Guidance While Backlog Keeps Climbing
On August 13, York Space Systems (NYSE:YSS) walked investors through a quarter that looked strong on execution but weak on near-term revenue.
Globant's (GLOB) AI Pivot Masks A Slowing Legacy Business
On August 13, Globant (NYSE:GLOB) held its second-quarter 2026 earnings call, and the numbers told two very different stories. One shows a company reinventing how it sells its services.
Twin Disc (TWIN): Record Quarter Comes With A Margin Warning Attached
On August 20, Twin Disc (NASDAQ:TWIN) reported its fiscal fourth-quarter results, and the headline numbers looked like a breakout.
RLX Technology (RLX) Bets Big On Europe And Nicotine Pouches
On August 14, RLX Technology (NYSE:RLX) reported second-quarter results that told two different stories at once.
RUM Group Signed a $13.7 Billion AI Deal. The Penny Warrants Are the Real Plot Twist
RUM Group just landed a $13.7 billion AI infrastructure contract, roughly 339 times its latest quarterly revenue.
The Market Still Treats Micron Like a Boom-and-Bust Stock. That May Be Getting Outdated
Micron Technology, Inc. (NASDAQ:MU) trades at roughly 7 times forward earnings despite an AI-driven memory boom that has sent revenue, profits and the stock sharply higher.
Micron’s Gross Margin Just Beat Nvidia’s. Nvidia’s Memory Problem Explains Why
Micron Technology, Inc. (NASDAQ:MU) posted an 84.9% non-GAAP gross margin in its fiscal third quarter.
OpenAI Built an Nvidia-Beating Inference Chip in Nine Months. Broadcom (AVGO) Helped Make It Happen
OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt than the comparison systems, and it went from initial design to tape-out in nine months.
Anthropic Bet Tens of Billions on AMD. One Month Later, It Signed a $45 Billion Nvidia-Powered Lease
Reuters reported on August 26, citing a person familiar with the matter after Bloomberg broke the news, that Anthropic will spend $45 billion over six years to rent Nvidia Vera Rubin computing capacity...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Weatherford International's (WFRD) Remarkable Recovery
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Greenlight Capital Exits Victoria’s Secret (VSXY) After Remarkable Turnaround
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Is Versigent (VGNT) Undervalued With Margin Expansion and Buyback Potential Ahead?
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Is PayPal (PYPL) a Turnaround Opportunity After the CEO Transition?
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Can Primo Brands (PRMB) Turn Merger Challenges Into a Free Cash Flow Opportunity?
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Board Restructuring Drives Value Creation at Fortune Brands (FBIN)
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Greenlight Capital Added Comcast (CMCSA) Amid Pullback
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Greenlight Capital’s Q2 2026 Investor Letter
Greenlight Capital is an investment management firm specializing in value-oriented strategies.
Harmovest Capital Strengthens Global Financial Services Through Technology and Compliance
Harmovest Capital today announced the continued development of its global financial services platform, bringing together technology, international market access, compliance and professional services within...
YETI (YETI) Remains a Strong Player Despite Market Setbacks
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date ...
KinderCare (KLC) Trims Its Footprint While Enrollment Keeps Slipping
On August 13, KinderCare Learning Companies (NASDAQ:KLC) reported second-quarter results that captured the company in the middle of major surgery on itself.
How Miami International Holdings (MIAX) is Redefining Derivatives Markets
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date ...
Langdon Global Smaller Companies Strategy’s Q2 2026 Investor Letter
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date ...
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