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XP Inc. (XP) Beat Estimates. Is a U.S. Banking Operation Growth or Distraction?
XP Inc. (NASDAQ:XP) reported managerial net revenue, a non-GAAP measure, of R$4.884 billion, up 9% and slightly above consensus estimates. IFRS total revenue and income were R$4.849 billion.
Fabrinet (FN) Beat Earnings. Why Did Shares Fall 7% After Hours?
Fabrinet (NYSE:FN) delivered record fiscal fourth-quarter revenue of $1.316 billion, up 45% from a year earlier, and non-GAAP EPS of $4.10.
Capricor (CAPR) Closed 58% Higher on an FDA Lifeline. Is Approval Really Back on Track?
Capricor Therapeutics, Inc.
Alibaba (BABA) is Selling Lingxi Games. Is AI Now Its Only Priority?
Alibaba Group Holding Limited (NYSE:BABA) agreed to sell its entire interest in Lingxi Games to private equity firm Trustar Capital.
Union Pacific (UNP) Reported a $91M Fuel Surcharge Surplus. Could That Hurt its Norfolk Southern Deal?
Union Pacific Corporation (NYSE:UNP) reported $91.1 million more in fuel-surcharge revenue than in fuel cost during the second quarter, according to its Surface Transportation Board filing.
Abbott vs. Intuitive Surgical: Is Consistent Growth Better Than Premium Growth?
Abbott Laboratories (NYSE:ABT) delivered strong fiscal Q2 2026 results, beating quarterly estimates and raising its annual profit forecast as robust demand for its cancer diagnostics and medical devices...
Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?
The battle between Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) has so far been defined by blockbuster injectable weight loss drugs. But the next phase of that rivalry may look very different.
Kraft Heinz vs. General Mills: A Closer Look at Their 6%+ Dividends
The Kraft Heinz Company (NASDAQ:KHC) and General Mills, Inc. (NYSE:GIS) are both familiar names in the consumer staples sector, and both are offering yields above 6%.
Is Tractor Supply Company (TSCO) an Underrated Dividend Growth Opportunity?
Tractor Supply Company (NASDAQ:TSCO)'s dividend looks better when viewed beyond the headline yield.
BioMarin Pharmaceutical (BMRN)'s Alesta Deal Adds New Growth Potential in Rare Diseases
BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) is expanding its rare-disease business with the acquisition of Alesta Therapeutics for $275 million upfront.
Moderna (MRNA)'s Melanoma Vaccine Win: Big Opportunity, Bigger Expectations
Moderna, Inc. (NASDAQ:MRNA) has delivered a major boost to its turnaround story.
Analog Devices (ADI)'s Strong Forecast Points to Continued AI-Driven Growth
Analog Devices, Inc. (NASDAQ:ADI) has plenty of momentum heading into the next quarter.
Pony AI Is Scaling Robotaxis Fast—Can the Stock Reach BofA’s $17 Target?
The autonomous driving industry is moving rapidly towards commercialization, with competition intensifying as firms race to commercialize robotaxi services both domestically and overseas. China, in ...
The Charles Schwab Corporation (SCHW)'s India Investment Could Support Margins as AI Changes Banking
The Charles Schwab Corporation (NYSE:SCHW) is making a bigger push into India with a new global capability centre in Hyderabad.
Lowe's Companies (LOW) Shows Profit Resilience, But Housing Headwinds Persist
Lowe's Companies, Inc. (NYSE:LOW)'s second-quarter results were a mixed bag. The company beat expectations on earnings and gross margin, with EPS of $4.27 versus $4.22 expected.
The TJX Companies (TJX) Has a Strong Earnings Story, but Consumer Weakness Is Becoming a Concern
The TJX Companies, Inc. (NYSE:TJX) had a solid second quarter on the surface, but the outlook raised some concerns.
Marvell Technology (MRVL) Expands Google AI Partnership: What Investors Need to Know
Marvell Technology, Inc. (NASDAQ:MRVL) has expanded its partnership with Google to develop custom chips for AI infrastructure, strengthening its position in the growing custom-silicon market.
Target Corporation (TGT) vs. Walmart (WMT): A Closer Look at Two Dividend Giants
At first glance, Target Corporation (NYSE:TGT) and Walmart Inc. (NASDAQ:WMT) may look similar from a dividend investor's perspective.
NVIDIA (NVDA): What Foxconn and Super Micro Are Telling Us about the AI Boom
NVIDIA Corporation (NASDAQ:NVDA) is heading into its August 26 earnings report with expectations already elevated.
Tencent Music (TME) Turns Streaming Into A Sprawling Entertainment Machine
On August 12, Tencent Music Entertainment Group (NYSE:TME) held its second-quarter 2026 earnings call, and the numbers told a story bigger than a music app.
Venture Global (VG): Record Earnings and Raised Outlook Signal Strong Growth
On August 11, Venture Global (NYSE:VG) reported its Q2 2026 earnings.
Cardinal Health's (CAH) Big Earnings Beat Hides a More Complicated Story
On August 11, Cardinal Health (NYSE:CAH) reported fourth-quarter fiscal 2026 results that on the surface look almost too good to be true.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
ConocoPhillips (COP) Has Low-Cost Inventory and a Major Cash Flow Catalyst Ahead
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Workday (WDAY) Mispriced With 30%+ Margin Potential Ahead?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Aramark’s (ARMK) AI Data Center Push Gains Traction Amid Strong Q3 Results
On August 11, Aramark (NYSE:ARMK) reported fiscal third-quarter results that beat expectations on nearly every line, with organic revenue climbing 9% to $5 billion and adjusted earnings per share jumping...
Is SAP (SAP) Mispriced as AI Fears Overshadow Its Core ERP Strength?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Lennar Corporation (LEN) Collapses as Market Weakness and Spin-off Bite
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
eToro's (ETOR) Acquisition Spree Signals A Bigger Ambition Than Trading
On August 11, eToro Group Ltd. (NASDAQ:ETOR) reported second-quarter results that read like a company trying to become more than a trading app.
Vestis (VSTS) Delivers Its First Real Pricing Win
On August 11, Vestis (NYSE:VSTS) reported fiscal third-quarter results that mark a turning point for a company that has spent its short public life trying to prove its uniform and workplace supply business...
Can Intuit (INTU) Turn AI Disruption Into an Advantage?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
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