Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?
Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.
Insider Monkey Blog
The Overlooked Winner From Google’s Free AI Video Move: Micron
As of September 23, AI video creation in Vids no longer costs anything for Google and Workspace users.
Jim Cramer Says the Chip Shortage “Can’t Be Solved” Without KLAC
While reviewing the Nasdaq 100’s third-quarter laggards on the October 1 episode of Mad Money, Jim Cramer singled out KLA Corporation (NASDAQ:KLAC) as a stock he would buy.
Jim Cramer Backs CrowdStrike as Cybersecurity Demand Grows
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the Nasdaq 100 winners Jim Cramer highlighted during Mad Money on October 1.
Jim Cramer Sticks to His Wait-a-Quarter Rule on IBM
International Business Machines Corporation (NYSE:IBM) came up during Jim Cramer’s October 1 review of the Dow Jones Industrial Average’s third-quarter performance.
Jim Cramer Sees Little Relief for Home Depot (HD) Until Rates Fall
While discussing the Dow Jones Industrial Average’s third-quarter laggards on October 1, Jim Cramer addressed The Home Depot, Inc. (NYSE:HD).
Jim Cramer Sees a Possible Buying Opportunity in Caterpillar (CAT) After Its Pullback
During the October 1 episode of Mad Money, Jim Cramer discussed Caterpillar Inc. (NYSE:CAT) while reviewing the Dow Jones Industrial Average’s third-quarter losers.
Powerfleet vs. Roadzen: Is Faster Growth Worth Paying Twice the Sales Multiple?
Roadzen is growing faster than Powerfleet, but its shareholders face a less comfortable question than the revenue headline suggests: how long can the balance sheet fund that growth...
Hilton (HLT) Has Negative Shareholder Equity. Here is What You Are Buying
Hilton Worldwide Holdings Inc. (NYSE:HLT) was trading at around $318 on October 5, up 22.75% over twelve months.
Is Pfizer (PFE) a Good or Bad Investment at Today’s Price?
Pfizer Inc. (NYSE:PFE) was trading at around $27 on October 5, down 1.35% on the day and up 5.18% over twelve months. The shares yield 6.19%.
McDonald’s (MCD) Has Negative Shareholder Equity. Here is Why That Is Deliberate
McDonald's Corporation (NYSE:MCD) was trading at around $232 on October 5, down 21.67% over twelve months and close to its 52-week low of $229.20.
Williams (WMB) vs Kinder Morgan (KMI): Which is a Better Stock to Buy?
The Williams Companies, Inc. (NYSE:WMB) was trading at around $71 on October 5, and Kinder Morgan, Inc. (NYSE:KMI) at around $32.
McKesson (MCK) Earns 1.12% on Sales and Has No Equity Left. How Does That Work?
McKesson Corporation (NYSE:MCK) was trading at around $916 on October 5, up 1.53% on the day and 21.72% over twelve months.
Jim Cramer Finds More Than a Stock Price Gap Between PepsiCo (PEP) and Coca-Cola (KO)
During the October 2 episode of Mad Money, Jim Cramer discussed the widening gap between PepsiCo, Inc.
Option Care Health (OPCH) Rockets as CD&R, McKesson Table 37% Premium Bid
Option Care Health Inc.
10 Best AI Stocks to Buy According to Billionaire Ken Fisher
Billionaire Ken Fisher is the founder and executive chairman of Fisher Investments, a closely held money manager.
Jim Cramer Says This Company Faces a Test With Little Room for Error
During the October 2 episode of Mad Money, Jim Cramer discussed Levi Strauss & Co.
Delta’s (DAL) Amazon Decision Sends Jim Cramer’s Attention Back to SpaceX (SPCX)
During the October 2 episode of Mad Money, Jim Cramer connected Delta Air Lines, Inc. (NYSE:DAL) with Space Exploration Technologies Corp.
Why Do Investors Like Alphabet (GOOG, GOOGL) Despite AI Search Threats?
Alphabet (NASDAQ:GOOG) owns the place where most people start a search, and it is adding AI to that product without losing users.
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Royce Small Cap Fund’s Q3 2026 Investor Letter
Royce & Associates, LLC (operating as Royce Investment Partners) recently released its "Small Cap Fund" third-quarter 2026 investor letter.
Chevron (CVX) Is Up 35% This Year. Can Its Exploration Push Keep the Rally Going?
Following a 5-year period of soft spending on its conventional exploration and appraisal, Chevron Corp.
Is Amazon (AMZN) a Good AI Stock to Buy for Long-Term Investors?
Amazon's valuation has become a topic of discussion as the stock lags other major AI names.
ZenaTech Advances ZenaDrone 2000 Heavy-Lift Interceptor Toward Flight Testing for Counter-UAS and Maritime Defense
Vancouver, British Columbia, October 6th, 2026, FinanceWire Gasoline-powered platform designed for more than four hours of hover endurance advances through prototype assembly, ...
Should Investors Buy the Dip in AeroVironment (AVAV) or Wait for Profitability?
Despite a lackluster performance by the underlying stock, AeroVironment Inc.
Thermo Fisher Scientific (TMO): Strong Q3 Guidance and Broadening Demand Support Multi-Year Outlook
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
Is Seagate (STX) a Buy After Recent Declines?
Seagate Technology Holdings plc (NASDAQ:STX) is down about 6% over the past five days.
Can Apple’s (AAPL) Record Quarter Justify Its Multiple?
A while ago, Apple (NASDAQ:AAPL) posted the kind of growth that rarely shows up at a company its size: fiscal third-quarter 2026 revenue of $109.4 billion, up 16 percent.
Can Palantir (PLTR) Justify a Multiple that’s 5 Times the Sector’s?
Palantir (NASDAQ:PLTR) just about doubled its revenue in fiscal Q2 2026, up 93% to $1.935 billion, and turned 47% of it into GAAP operating income.
Meta Platforms (META) Advances Following Record Launch of Muse Personal AI Agent
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
Motorola Solutions (MSI): Showcasing Resilient Demand and Intrinsic Value in a Volatile Market
Orbis Investment Management, an investment management company, released its Q3 2026 investor letter for “Orbis Global Equity Strategy”. The letter can be downloaded here.
Vstock Transfer Names Securities Industry Veteran Erica Goodstein General Counsel and Chief Compliance Officer
New York, USA, October 6th, 2026, FinanceWire Vstock Transfer today announced that Erica Goodstein, a veteran securities attorney with over 26 years of experience, has joined ...
Alphabet (GOOGL): Well-Positioned to Capitalize on Ongoing AI Adoption
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026. The letter can be downloaded here.
Beyond Disruption Fears: How ServiceNow (NOW) is Harnessing AI
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026. The letter can be downloaded here.
MercadoLibre (MELI) Capitalizes on Early-Stage E-Commerce and Digital Finance
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026. The letter can be downloaded here.
GM Defense Delivers in 22 Days. What It Means for Lockheed Martin (LMT)
The first delivery of mission-critical components from GM Defense represents a major milestone for Lockheed Martin Corp.’s (NYSE:LMT) PAC-3 Missile Segment Enhancement (MSE) ...
Workiva (WK) Performance Update: Accelerated Margin Expansion in Focus
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026. The letter can be downloaded here.
Foundayo Showed Better Results Than Oral Semaglutide in a New Analysis. There’s a Catch Investors Shouldn’t Miss
At the European Association for the Study of Diabetes meeting in Milan, Eli Lilly and Company (NYSE:LLY) presented data showing that its oral GLP-1 pill, Foundayo, delivered greater...
STARTRADER Adds 20 Stock and ETF CFDs to Its 24/7 Trading Range
Port Louis, Mauritius, October 6th, 2026, FinanceWire Available from October 6, 2026, the 12 stocks and 8 ETFs extend STARTRADER's round-the-clock access across South Korea, Hong...
Indulgence Spending Is Still Growing, and These 4 Companies Are Building on It (TRWD, RICK, BUD, MO)
Naples, United States, October 6th, 2026, FinanceWire Spending on nights out and other forms of consumer indulgence has continued to hold up even as households keep a closer eye...
NIKE Trades 28% Below Its Usual Earnings Multiple. Here’s Why That Doesn’t Make It Cheap Yet
NIKE, Inc. (NYSE:NKE) launched Caitlin Clark’s signature collection worldwide on October 1, the same day it reported earnings.
$10 Million and Counting: Hola Prime Hits Major Trader Payout Milestone
New York, USA, October 6th, 2026, FinanceWire Hola Prime, the global proprietary trading firm known for its 1-Hour Payout model, today announced it has paid out more than $10 ...
Deepening AI Integration Powers MapleBear’s (CART) Larger Basket Sizes and Lower Order Friction
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
Deckers Outdoor Corporation (DECK) Navigates Athletic Footwear Pullback and Tariff Concerns
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
Here’s What Pressured StandardAero (SARO)
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
What Makes Otis Worldwide Corp. (OTIS) a Compelling Bet?
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
SpaceX Is About to Spend $53 Billion on AI. Evercore Sees an $83 Billion Payoff
Space Exploration Technologies Corp.
ClearBridge Investments Large Cap Growth Strategy’s Q3 2026 Investor Letter
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”.
Orbis Global Equity Strategy’s Q3 2026 Investor Letter
Orbis Investment Management, an investment management company, released its Q3 2026 investor letter for “Orbis Global Equity Strategy”.
Lakehouse Global Growth Fund’s August 2026 Investor Letter
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026.
Hedge Fund Resource Center
