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.
Insider Monkey Blog
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.
Why RLI Corp (RLI) Remains a Top Specialty Insurance Stock
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
JBT Marel (JBTM): A Food Processing Equipment Stock With Consistent Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Unitil (UTL) Could Deliver 5%-7% Annual EPS Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Bank of N.T. Butterfield (NTB): A Caribbean Banking Stock Trading Below 10x Earnings
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why InterDigital (IDCC) Could Be a Hidden Gem in Wireless Technology
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Vontier (VNT) Could Be an Overlooked Value Stock
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why ePlus (PLUS) Could Benefit From Rising Corporate IT Spending
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Synaptics (SYNA) Agrees to $7 Billion Deal With Onsemi: What Investors Should Know
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Arrow Electronics (ARW) Trades at 10x Earnings: Is This Semiconductor Recovery Stock a Buy?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Littelfuse (LFUS) Is Emerging as an AI Infrastructure Winner
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Fabrinet (FN): A Hidden AI Infrastructure Stock to Watch
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
TD SYNNEX (SNX): How Its Data Center Business Is Driving Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Vishay Intertechnology (VSH) Could Benefit From the Electronics Recovery
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Qorvo (QRVO) Agreed to Be Acquired by Skyworks
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Graphic Packaging (GPK): Can Its Paper Packaging Business Drive a Turnaround?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Concentrix (CNXC): Can AI Turnaround This Cheap Customer Experience Stock?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Upbound Group (UPBD) Could Be an Undervalued Stock to Watch
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
FDA Approval Marks A Turning Point For BeOne Medicines (ONC)
On August 25, BeOne Medicines (NASDAQ:ONC) said the FDA approved TEVIMBRA in combination with ZIIHERA and chemotherapy as a first-line treatment for HER2-positive gastroesophageal...
Archer-Daniels-Midland (ADM) Bets Big On Oilseed Crush Capacity
On August 4, Archer-Daniels-Midland (NYSE:ADM) executives told investors on an earnings call that the company would expand capacity at four US oilseed-crushing plants, a roughly...
ThinkMarkets Expands Weekend Trading Offering, Launches Weekend League Competition
London, United Kingdom, September 1st, 2026, FinanceWire ThinkMarkets, a global multi-asset CFD broker, today confirmed the launch of Weekend League, a client trading competition...
RISE Robotics Awarded $100,000 MassVentures Grant to Accelerate Commercialization of Beltdraulic Technology
Somerville, Massachusetts, USA, September 1st, 2026, FinanceWire RISE Robotics, a developer of electric actuation technology for heavy machinery and defense applications, today...
TrustFinance Community Choice Awards 2026 Opens Global Voting
Singapore, Singapore, September 1st, 2026, FinanceWire Voting is now open for the TrustFinance Community Choice Awards 2026, inviting the public to recognize financial companies...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Alphabet (GOOG) Reports Strong Growth Fueled by AI Demand and Cloud Revenue
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Agentforce: Scaling the Next Generation of Salesforce (CRM)
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Investing in ExxonMobil Holdings Corporation (XOM): A Case for Long-Term Growth and Returns
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
HCA Healthcare (HCA) Navigates Patient Volume Challenges While Reporting Growth
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Charter Communications (CHTR) Strengthens Market Position Amid Fierce Competition
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Elevance Health (ELV) Soars as Investors Gain Confidence in Profitability
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
First Eagle Global Fund’s Q2 2026 Investor Letter
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”.
Citi Trends (CTRN) Turns A Growth Streak Into Real Profit
On August 25, Citi Trends (NASDAQ:CTRN) reported second-quarter results that pushed its comparable sales growth streak to eight consecutive quarters, and this time the momentum...
Elevance Health (ELV): Bridging the Gap between Care and Coverage
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here...
Workday (WDAY): Pioneering the Future of Enterprise Resource Planning
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here...
Hedge Fund Resource Center
