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.
Analyst Says Meta's (META) AI Gains Are an 'Illusion,' Company Isn't Well Positioned in AI Race
Meta shares are under pressure amid fears about heavy AI spending.
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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.
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.
Aoris International Fund’s Q2 2026 Investor Letter
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”.
Conviction in Gartner (IT) Backed by Competitive Advantage
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S.
Is Cheniere Energy the Best Bet to Play the Global LNG Boom?
Cheniere Energy, Inc. (NYSE:LNG) was held by 74 hedge funds at the end of Q1 2026 in the Insider Monkey database, down from 81 in the previous quarter.
Broad Q1 Beat and Outlook Raise Power Quanta Services’ (PWR) Rally
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S.
Amphenol Corporation (APH) Rebounds as Investors Look Past Copper Displacement Fears
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S.
Here is Why Analysts are Bullish on Occidental Petroleum (OXY)
Occidental Petroleum Corporation (NYSE:OXY) was held by 78 hedge funds at the end of Q1 2026 in the Insider Monkey database, with a cumulative stake value of almost $20.8 billion.
Baron Asset Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. U.S.
ThredUp (TDUP) Beats Across All Metrics and Raises Outlook
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here.
ConocoPhillips (COP): Wall Street Sees More Upside Despite Leadership Shakeup
ConocoPhillips (NYSE:COP) was held by 74 hedge fund investors at the end of Q1 2026 in the Insider Monkey database, with a total stake value of just over $7.5 billion.
First Advantage (FA) Rebounds with Strong Results
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here.
Is Carvana (CVNA) a Clear Bargain at 13x EBITDA?
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here.
Wayfair’s (W) Physical Retail Emerging as Growth Engine
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here.
Optimist Fund’s Investment Thesis for Affirm Holdings (AFRM)
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here.
Optimist Fund’s Q2 2026 Investor Letter
Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased.
Rockwell Automation’s (ROK) Strength Lies in Operations
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here.
Energy Transfer (ET) Positions to Capitalize on the AI Power Surge
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here.
Strong Buy Case for Abbott Laboratories (ABT)
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here.
Insider Buying Reflects Leadership Conviction in GE Healthcare Technology (GEHC)
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here.
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