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Insider Monkey Blog

How Eaton’s (ETN) Data Center Business Complements Amphenol’s AI Infrastructure Opportunity

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Walmart (WMT) Joins Meta’s AI Commerce Push as Retailers Explore Agentic Shopping

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Alphabet (GOOG) Could Be a Key Rival to Meta in the Race for AI Assistants, Burke Wealth Says

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Amazon’s (AMZN) Stance on Meta’s AI-Driven Commerce Plans Draws Burke Wealth’s Attention

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Amphenol’s (APH) AI Data Center Exposure Draws Fresh Investment From Burke Wealth

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Burke Wealth Initiates a New Position in Palantir (PLTR) as AI Software Growth Accelerates

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Why Burke Wealth Sold Salesforce (CRM) After Its 20% Post-Earnings Rally

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

ServiceNow (NOW) Rallies as Investors Reassess the Value of Enterprise AI Software

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Snowflake Inc. (SNOW) Gains as Burke Wealth Sees Enterprise Software Emerging as an AI Winner

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Why Burke Wealth Trimmed CrowdStrike Holdings (CRWD) Despite Its Strong AI Security Outlook

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Burke Wealth Sees Meta Platforms’ (META) Muse AI Assistant as a Potential Growth Catalyst

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Burke Wealth Highlights TransDigm’s (TDG) Acquisition Strategy in Its Amphenol Investment Thesis

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Hedge Fund Investor Letters Q3 2026

In this article, we will share the hedge fund investor letters for the second quarter of 2026.

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October 26 - Hedge Fund Investor Letters, News

What Drives Visa’s (V) Long-Term Compounding Potential?

Akre Capital Management, an investment management company, published the “Akre Focus ETF” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Mastercard (MA): Scaling Network Infrastructure for the Era of Agentic Commerce

Akre Capital Management, an investment management company, published the “Akre Focus ETF” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Multiple Growth Engines Support Long-Term Compounding at KKR (KKR)

Akre Capital Management, an investment management company, published the “Akre Focus ETF” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Why Brookfield Corporation (BN) Continues to Gain Share in Private Markets?

Akre Capital Management, an investment management company, published the “Akre Focus ETF” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

How Moody’s Corporation (MCO) Is Benefiting from the AI Infrastructure Boom?

Akre Capital Management, an investment management company, published the “Akre Focus ETF” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Akre Focus ETF’s Q3 2026 Investor Letter

Akre Capital Management, an investment management company, published the third-quarter 2026 investor letter for “Akre Focus ETF.” The Akre Focus ETF fell 0.84% in Q3 2026, ...

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October 26 - Hedge Fund Investor Letters, News

Alger Capital Appreciation Fund’s Q3 2026 Investor Letter

Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Capital Appreciation Fund.” The Fund outperformed the Russell...

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October 26 - Hedge Fund Investor Letters, News

Lam Research (LRCX) vs. AMAT and KLAC: Can Strong Cash Flow and AI Demand Support Further Upside?

Is LRCX a good stock to buy? We came across a bullish thesis on Lam Research Corporation on Astute Optics - US’s Substack.

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October 26 - News, Stock Analysis

Nebius Group N.V. (NBIS) Faces Dilution Concerns Despite Strong AI Demand

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Western Digital Corporation (WDC): Near-Term Weakness Diverges from Robust Cloud Demand

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

NVIDIA Corporation (NVDA): A Key Beneficiary of Durable Global AI Infrastructure Buildout

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Alger Spectra Fund’s Q3 2026 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. During the third quarter of 2026, U.S.

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October 26 - Hedge Fund Investor Letters, News

Bretton Fund’s Views on Mobility Global (MBGL)

The Bretton Fund’s Q3 2026 letter reports a -1.75% return for the quarter, versus +2.30% for the S&P 500. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Bretton Fund’s Q3 2026 Investor Letter

The Bretton Fund’s Q3 2026 letter reports a -1.75% return for the quarter, versus +2.30% for the S&P 500.

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October 26 - Hedge Fund Investor Letters, News

Heico Corp.’s (HEI.A) Momentum Remains Strong Despite Market Headwinds

Brasada Capital Management, an investment management company, released its Q3 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Brasada Capital Management’s Q3 2026 Investor Letter

Brasada Capital Management, an investment management company, released its Q3 2026 investor letter.

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October 26 - Hedge Fund Investor Letters, News

Here’s What Pressured PROG Holdings’ (PRG) Performance

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Strong Q2 Results and Cloud Momentum Reinforce SAP SE’s (SAP) Investment Thesis

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Market Pressures Weigh on Fortune Brands Innovation (FBIN)

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Here’s Why Skyworks Solutions (SWKS) Offers Compelling Long-Term Value Potential

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Tyler Technologies (TYL) Positioned for Continued Value Creation

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Value Realization Drives CarMax (KMX) Position Sale

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

Misplaced Fears: Positioning NICE Ltd. (NICE) as an AI Winner

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

StandardAero’s (SARO) Near-Term Results Mask Long-Term Potential

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

ServiceNow (NOW) Continues to Benefit from Mission-Critical Software

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

High Business Quality and Resilient Moat Drive Veeva Systems’ (VEEV) Long-Term Investment Conviction

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 26 - Hedge Fund Investor Letters, News

NextEra Energy (NEE) vs. DUK and AEP: Can Its Dividend Moat and Earnings Growth Close the Valuation Gap?

Is NEE a good stock to buy? We came across a bullish thesis on NextEra Energy, Inc. on Quality At A Fair Price’s Substack by Longacres Finance.

Keep Reading →

October 26 - News, Stock Analysis

IUX Introduces Next-Generation Web Client Portal for Traders

Ebene, Mauritius, October 26th, 2026, FinanceWire Riding the momentum of the industry recognitions, including Most Innovative Technology Broker 2026 from FxDailyInfo and Best ...

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October 26 - Press Releases

Pluri and ZEO ScientifiX Partner to Expand U.S. Manufacturing and Commercial Platform

Haifa, Israel, October 26th, 2026, FinanceWire Pluri and ZEO ScientifiX Partner to Expand U.S. Manufacturing and Commercial Platform for Regenerative Medicine.

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October 26 - Press Releases

SciSparc Shifts Focus to Agentic AI, Targeting Cybersecurity and Finance Applications

TEL AVIV, Israel, October 26th, 2026, FinanceWire SciSparc Ltd.

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October 26 - Press Releases

5 Dividend Stocks with the Highest Yield

A high dividend yield is typically the result of either a high dividend or a low share price.

Keep Reading →

October 24 - News

10 Dividend Stocks with the Highest Yield

A high dividend yield is typically the result of either a high dividend or a low share price.

Keep Reading →

October 24 - Dividend Stocks, Hedge Funds, News

5 Oversold AI Stocks: Where Wall Street Analysts Are Spotting 50%+ Upside

The AI selloff has opened a wide gap between share prices and Wall Street's expectations.

Keep Reading →

October 24 - News

10 Oversold AI Stocks: Where Wall Street Analysts Are Spotting 50%+ Upside

The AI selloff has opened a wide gap between share prices and Wall Street's expectations.

Keep Reading →

October 24 - Market Movers, News

Alphabet (GOOGL): Investing Behind AI Demand and TPU Growth

Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 23 - Hedge Fund Investor Letters, News

Strong Azure Growth and Cash Flow Discipline Strengthen Microsoft Corporation (MSFT)

Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Stock Market Movers: Biggest Losers and Gainers on 23 October 2026

Biggest Losers 10. NWL: Newell Brands (NWL) falls 6.46% as UBS reiterates neutral stance on concerns about sustainability of improvements. 9. INFY: Infosys Ltd.

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October 23 - Market Movers, News

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