Hotchkis & Wiley Global Value Fund’s Q2 2026 Investor Letter
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Global Value Fund.” In Q2 2026, the MSCI World Index rose by +...
Insider Monkey Blog
Reddit’s Next AI Catalyst Isn’t User Growth — It’s What Alphabet’s Google and OpenAI Do Next
Reddit (NYSE: RDDT)’s data licensing deals with Alphabet Inc.
Brookfield Quintupled Its AI Power Framework to $25 Billion. Bloom Gets the Opportunity, but Who Takes the Risk?
Brookfield and Bloom Energy have dramatically enlarged their wager on data-center electricity. On June 30, Brookfield Asset Management Ltd.
Nvidia Put $2 Billion Into Coherent. Is Optical Bandwidth the Next AI Bottleneck?
Nvidia has placed a large financial bet on the lasers that connect AI systems. On March 2, NVIDIA Corporation (NASDAQ:NVDA) invested $2 billion in Coherent Corp.
Tiger Global Cut Alphabet 45% and Opened an AMD Position. Is It Rotating From AI Platforms to AI Chips?
Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc.
Microsoft Signed a 20-Year AI Power Deal With Chevron. Is Power Becoming the New Chip Shortage?
Microsoft's next major AI constraint may be measured in turbines rather than processors.
Billionaire Philippe Laffont Increased Micron 19-Fold and Added 49% to Amazon. Is This One Giant AI Demand Bet?
Billionaire Philippe Laffont made two of Coatue Management's most revealing second-quarter moves at opposite ends of the AI supply chain.
Morgan Stanley Just Upgraded Robinhood Markets Inc. (HOOD). Here’s Why
Investors may be underestimating Robinhood Markets Inc.(NASDAQ:HOOD) ability to generate more revenue from its existing customer base as the company expands beyond its traditional...
Elastic Beat and Raised Guidance. Wall Street Says One Quarter Isn’t Enough.
Elastic N.V. (NYSE:ESTC) delivered a quarter that should have won over Wall Street.
Salesforce Raised Guidance Again. Now It Has to Deliver the Revenue Acceleration
Salesforce Inc. (NYSE:CRM) reported robust Q2 results recently, driven by strong demand for AI tools such as Agentforce.
Microsoft’s AI Capex Problem Just Got Harder for Bears to Defend
Microsoft Corporation (NASDAQ:MSFT) reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand.
Meta and Google’s AI Returns Slide, Piper Sandler Says Amazon’s Capital Discipline Sets It Apart
As Big Tech continues to spend aggressively on artificial intelligence, one Wall Street firm believes there is a clear winner when it comes to return on invested capital (ROIC...
Marvell Beat and Raised Guidance. Why Its Google Deal Still Spooked Investors
A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc.
SentinelOne’s ARR Guidance Just Moved From Low- to Mid-Single Digits. Scotiabank Says That’s the Real Signal.
SentinelOne (NYSE:S) reported solid second-quarter performance when it reported on August 27.
JOYY Inc. (JOYY): Livestreaming Giant Is Building Two New Growth Engines Fast
On August 25, JOYY Inc. (NASDAQ:JOYY) reported second-quarter results that show a livestreaming company turning into something else entirely.
PPL Corp.’s (PPL) Guidance Holds Steady Amid A Data Center Gold Rush
On August 7, PPL Corporation (NYSE:PPL) reported second-quarter earnings that kept its long-term growth story fully intact.
Insmed’s (INSM) New Drug Launch Is Reshaping The Whole Business
On August 6, Insmed (NASDAQ:INSM) reported second-quarter results that mark a turning point for a company long defined by red ink.
Corpay (CPAY) Simplifies Its Business As Profits Take A Hit
On August 5, Corpay (NYSE:CPAY) delivered two headlines in one breath.
ATI’s (ATI) Record Backlog And Raised Guidance Signal Bigger Ambitions
On August 6, ATI Inc.
A Rocket Launch Just Highlighted Teledyne’s (TDY) Overlooked Space Business
On August 27, Teledyne Technologies (NYSE:TDY) watched a piece of its own hardware ride an Ariane 6 rocket off a pad in French Guiana.
Tenaris (TS) Rides Rising Drilling Demand Even As Hormuz Cuts Into Sales
On August 5, Tenaris (NYSE:TS) reported second-quarter results that read as two different companies stapled together.
TechnipFMC’s (FTI) Deepwater Deal Streak Meets A Flattening Backlog
On August 11, TechnipFMC (NYSE:FTI) said Azule Energy had awarded it a contract to supply flexible flowlines, risers, and related equipment for the West Hub Tails project, an ...
Biogen’s (BIIB) Immunology Bet Meets A Pricier Balance Sheet
On August 6, Biogen (NASDAQ:BIIB) completed its acquisition of RayThera, a privately held biotech developing small-molecule immunology therapies whose lead program entered Phase...
GE HealthCare’s (GEHC) Latest Scanner Breakthrough Meets A Mixed Market
On August 31, GE HealthCare (NASDAQ:GEHC) announced that its Photonova Spectra photon-counting CT scanner had received CE Mark approval, opening the door to sales across Europe...
Centene (CNC) Hands Its Turnaround Playbook To A New Tech Chief
On August 31, Centene Corporation (NYSE:CNC) named Bradley Bolivar its new Chief Information Officer, taking over from Brian LeClaire, who plans to retire by the end of October...
Elbit Systems (ESLT): $270M Deal Adds To A Growing Backlog
On September 1, Elbit Systems (NASDAQ:ESLT) said it signed contracts worth roughly $270 million with an international customer for advanced ISR and targeting payloads, spanning...
Northern Trust (NTRS) Deepens Its Bet On Digital Assets
On August 26, Northern Trust (NASDAQ:NTRS) and Commonwealth Superannuation Corporation, one of Australia's largest superannuation funds, signed a Memorandum of Understanding to...
Iron Mountain (IRM) Swings To Profit As Growth Businesses Surge
On August 5, Iron Mountain (NYSE:IRM) reported second-quarter revenue of $2.03 billion, up 18.5% from a year earlier, and a return to profitability after last year's loss.
TKO (TKO) Raises Guidance As Every Segment Fires At Once
On August 3, TKO Group Holdings (NYSE:TKO) reported second-quarter 2026 results that topped the prior year across nearly every line and pushed the company to raise its full-year...
The Gabelli Global Content & Connectivity Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
MiniMed (MMED) Soars on Revenue Growth, Price Target Hike; Hedge Fund Conviction Weakens
MiniMed Group (NASDAQ:MMED) saw its share price increase by 10.66 percent on Tuesday to finish at $22.42 apiece after reporting strong revenues and earning a price target upgrade...
Comstock Resources (CRK) Bags $2.1B New Deals, Climbs 11%
Comstock Resources (NYSE:CRK) finished 11 percent higher on Tuesday after clinching $2.1 billion worth of investment and partnership deals with two companies.
Fervo Energy (FRVO) Bags New Power Deal, Soars 28%; Hedge Fund Interest Climbs
Fervo Energy (NASDAQ:FRVO) soared by 28.41 percent on Tuesday to close at $19.75 apiece after bagging home a new power purchase agreement (PPA) with Google to support the development...
John Ternus Takes Over Apple with Just Eight Days Until His First Big Test
John Ternus has officially taken over as CEO of Apple Inc. (NASDAQ:AAPL), succeeding Tim Cook after his successful 15-year run.
Cantor Expects a Smaller Snowflake Beat Than Last Quarter — Will That Be Enough?
Snowflake (NYSE:SNOW) is all set to report its fiscal second-quarter 2027 earnings on Wednesday, September 2.
Workday Crushed Every Estimate. An Analyst Downgraded It Anyway.
Workday recently announced results for the second-quarter of fiscal 2027, beating estimates and pulling in numbers that would normally warrant an upgrade from analysts.
As AI Models Become Commoditized, Palantir Is Betting Its Ontology Is the New Moat
After attending a technology demonstration with a small group of investors, Baird came away incrementally positive on Palantir Technologies Inc. (NASDAQ:PLTR) .
Meta May Overtake Google Search This Year. That Makes Its AI Capex Harder to Dismiss
Meta may be on track to surpass Google Search this year, says Bernstein.
SentinelOne Just Rebounded From a Rough Quarter With a Beat-and-Raise. Wall Street’s Still Not Convinced
SentinelOne (NYSE:S) delivered a clean beat-and-raise this quarter, yet Wall Street had mixed opinions.
Intel’s CEO Put $10 Million Into His Own Stock. It’s Now Cheaper Than He Paid
Intel CEO Lip-Bu Tan put almost $10 million of his own money into Intel Corporation (NASDAQ:INTC) on August 11.
Rosenblatt Sees Booking (BKNG) as the Best-Positioned Online Travel Agency Despite Challenges
Shares of Booking Holdings Inc. (NASDAQ:BKNG) have underperformed the broader market so far this year.
Billionaire Peter Thiel’s Fund Is Betting on the Grid Behind AI: 2 Energy Stock Picks
Peter Thiel is a billionaire investor who co-founded PayPal and Palantir.
Aerospace and Defense Management Teams Meet Investors at Gabelli’s September 9 and 10 Events in New York City
Two Days in New York City: the Defending Our Nation Leadership Forum on September 9 and the 32nd Annual Gabelli Aerospace & Defense Symposium on September 10 Attend In Person ...
Billionaires Were Buying These Two Nancy Pelosi AI Stocks
Latest filings of Nancy Pelosi show the politician's spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE).
Congressman Ro Khanna’s 2 Beaten-Down Stock Picks
Ro Khanna is a Democratic congressman from California whose stock picks keep making headlines.
Retail Investors’ 2 Favorite AI Stocks for the Long Term: Alphabet, IBM
The market is flooded with names that claim to be AI companies.
Royalty Pharma (RPRX) Bets $100M On A Blood Disorder Breakthrough
On August 12, Royalty Pharma (NASDAQ:RPRX) agreed to pay Zealand Pharma $100 million for the rights to future royalties on rusfertide, an experimental treatment for a rare blood...
A Landmark Deal Just Rewired Martin Marietta’s (MLM) Growth Engine
On August 21, Martin Marietta Materials (NYSE:MLM) completed its combination with Lhoist North America, a subsidiary of Lhoist Group and one of the country's leading producers...
Sprouts Farmers Market (SFM) Stock Has Crashed: Is It a Buy Now?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
UGI Corp (UGI) Trades at Just 11x Earnings: Is It a Buy?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
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