Hedge Funds Are Bullish on DXC Technology (DXC)
DXC Technology (NYSE:DXC) shares have fallen 16.41% so far this year as of July 29, 2026.
Redditors Think Wall Street is Wrong About Atlassian (TEAM)
We recently scanned investment communities on Reddit — subreddits like value investing and stocks — to see what Redditors are buying.
Hedge Funds
News & Analysis
Top Fund Managers
Best Performing Funds
Featured Content
Insider Trading
News & Analysis
Latest Insider Purchases
Abu bought 932,917 Overland Advantage shares at $24.59
Melbye bought 5,850 Uranium Royalty Corp. shares at $3.13
Melbye bought 4,000 Uranium Royalty Corp. shares at $3.13
Melbye bought 4,000 Uranium Royalty Corp. shares at $3.12
Riddick bought 1,628 Vista Credit Strategic Lending Corp. shares at $19.13
Latest Insider Sales
Bolton sold 1,500 Carter Bankshares Inc. shares at $34.60
Oberst sold 13,125 Old Republic International Corp shares at $43.96
Kruzinski sold 3,500 Wsfs Financial Corp shares at $81.74
Langs sold 2,500 Carter Bankshares Inc. shares at $34.54
Ruppert sold 37,500 Richardson Electronics Ltd. shares at $19.01
Featured Content
Do not Miss
Tesla's (TSLA) Margins Broke in a Way Deliveries Can't Fix
July 22 and 23 proved to be one of the most significant 48-hour periods of 2026's artificial intelligence trade, showing a clear flaw in how public equity markets reward massive capital spending.
Reddit (RDDT) May Walk Away From Google’s (GOOGL) $60 Million-a-Year Deal as AI Search Eats Its Traffic
Reddit, Inc. (NYSE:RDDT) may be willing to walk away from roughly $60 million a year to stop Google from turning its discussions into answers that users never leave Google to read.
AMD Fell 8% as China Unveils New Technology — the Real Risk Is the Multiple, Not the Lithography
An announcement from a manufacturing facility in Shanghai on July 27, 2026, caused a severe summer downturn for the AI semiconductor market.
Nvidia (NVDA) Could Backstop $250 Billion for OpenAI. Where Does That Leave Microsoft (MSFT)?
Nvidia Corporation (NASDAQ:NVDA) is discussing a financing backstop that could change who bears the risk of OpenAI’s next infrastructure expansion.
The Market Thinks Texas Instruments (TXN) Is a Boring Analog Chipmaker; AI Data Centers Disagree
Arete Research, an independent research firm, has upgraded Texas Instruments Incorporated (NASDAQ:TXN) to Buy from Neutral and lifted its price target to $405 from $303.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Micron vs SanDisk: Which Chipmaker Stands Out After the Pullback
Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher.
Nvidia (NVDA) Reportedly Anchors Hut 8’s (HUT) $19.6 Billion AI Lease Bet
Nvidia Corporation (NASDAQ:NVDA) is reportedly the previously unnamed customer behind Hut 8 Corp.’s (NASDAQ:HUT) Beacon Point data center leases in Texas.
Hedge Funds Favor Union Pacific Corporation (UNP) Over Canadian Pacific (CP): UNP Beat Earnings and Just Got a Major Win
Union Pacific Corporation (NYSE:UNP)'s Big Boy 4014, the world's largest operating steam locomotive, has been touring the country this summer, and grown adults keep tearing up when they see it.
Microsoft (MSFT) Soars, Meta (META) Sinks After Earnings—Here’s Why
Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings reports produced ...
Blackstone Inc. (BX)'s Profit Jumped 26% on AI Bets but the Stock Barely Moved. Here's Why.
Blackstone Inc. (NYSE:BX) just posted one of its stronger quarters in years. Profit available to shareholders jumped 26% to $1.52 a share, beating estimates that were clustered around $1.33 to $1.35.
Strong Demand for Custom Silicon Chips Boosts Teradyne's (TER) Market Outlook
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Why Investors Are Getting More Bullish on Marvell Technology (MRVL)
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
What Makes MACOM Technology (MTSI) a Resilient Player in High-Growth Markets?
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Meta (META) Could Spend $62 Billion With CoreWeave (CRWV) and Nebius (NBIS), Then Become Their Competitor
Meta Platforms Inc (NASDAQ:META) may spend more than $62 billion with CoreWeave Inc. (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS), then offer customers a version of the same service.
Vertiv Holdings (VRT) Sees Robust Growth Ahead as AI Infrastructure Spending Accelerates
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Karman Holdings (KRMN): Temporary Organic Softness Masks Robust Long-Term Program Backlog
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Honeywell Technologies (HON)'s First Earnings as a Standalone Company: Bull vs Bear Analysis
Honeywell Technologies (NASDAQ:HON) used to be one giant company that made everything from thermostats to jet engines. Not anymore.
Insmed Incorporated's (INSM) Commercial Acceleration Overshadows Q1 Stumble
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Carillon Eagle Mid Cap Growth Fund's Q2 2026 Investor Letter
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Vulcan Value Partners on CarMax’s (KMX) Strong Performance
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Selkirk Copper Announces Updated Mineral Resource Estimate with 182% Increase in Measured & Indicated Copper and 184% Increase in Measured & Indicated Gold
The 2026 Mineral Resource Estimate (2026 MRE) establishes a Measured & Indicated Resource of 47.8 million tonnes, representing a 280% increase in tonnage in these categories compared to the 2025...
What Makes Veeva Systems (VEEV) a Mission-Critical Software Firm?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Analyzing ServiceNow's (NOW) Unique Position in Workflow Automation
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is This the Good Time to Increase Your Holdings in SAP SE (SAP)?
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 MillerKnoll (MLKN))
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
PROG Holdings (PRG) Thrives Amid Tough Consumer Landscape
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes TPG (TPG) a Compelling Bet?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Badger Meter (BMI) Looks Attractive on Stable Demand and Advanced Infrastructure
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Investors’ Favour Strengthens Elevance Health’s (ELV) Rebound
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
UnitedHealth Group (UNH) Recovering from Overlooked to Recognized
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
World Cup Cross-Border Acceleration and AI Workforce Pivot Anchor Visa's Fiscal Q3 Beat
The global payments ecosystem in 2026 is being defined by two merging macro tailwinds: staggering growth in international travel and an aggressive corporate push for AI-driven operational efficiency.
Equifax (EFX) Looks Attractive Defying Mortgage Weakness and AI Fears
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Resource Center Lists
11 Largest Uranium Producing Countries in the World
5 Largest Uranium Producing Countries in the World
12 Cheapest Cigarette Brands in 2026
5 Cheapest Cigarette Brands in 2026
12 Best Cheap Colognes for Men That Smell Amazing
12 Fastest Declining Economies in the World in 2026
5 Fastest Declining Economies in the World in 2026
10 Most Popular Stocks on Robinhood in 2026
25 Countries with the Highest Debt to GDP Ratios
15 States with the Most Gun Violence in the US
9 Undervalued Chemical Stocks to Buy According to Hedge Funds
7 Most Promising Psychedelic Stocks According to Hedge Funds
7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds
15 Innovative Healthcare Stocks to Buy According to Analysts
9 High Growth Small Cap Stocks That Are Profitable
20 Most Profitable Stocks of the Last 20 Years
15 High Growth Mid-Cap Stocks to Buy
Top 10 Oncology Stocks to Buy Now
10 Best Investments During A Recession
7 Best Rare Earth Stocks to Buy According to Hedge Funds
Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending
New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)
J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum
11 Best Cancer Stocks to Buy Right Now
40 Most Unfriendly Countries in the World
30 Unhappiest Countries in the World in 2025
Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut
5 Countries with the Most Beautiful Women in the World
20 Countries with the Most Beautiful Women in the World
20 US Cities with the Highest Homeless Population Per Capita
20 Countries with the Highest Homeless Population
12 Countries with the Highest Bond Yields in the World
20 Countries with the Most Battle Tanks in the World
12 Best Nasdaq Stocks Under $20 to Buy Now
10 Best Low Beta Tech Stocks to Buy According to Analysts
10 Worst Performing Currencies of 2024
15 States with the Best Weed in America
16 Countries with the Largest Proven Oil Reserves in the World
16 Highest Quality Chocolate Brands in the US
20 Countries with the Strongest Armies in the World
Top 13 English Speaking Countries in Asia
20 States with Highest Female to Male Ratio in the US
40 Best Places to Visit in Europe Before You Die
20 States with the Lowest Life Expectancy in the US
25 Cities with the Highest Homeless Population in the World
20 Countries With The Best English Accent in The World
30 Cities with the Highest Weed Consumption in the US
25 Countries with the Highest Alcohol Consumption per Capita
10 Best Gold Stocks Under $30
10 Best Genomics Stocks To Buy Right Now
