Three years ago, General Motors Company (NYSE:GM) bet that its own in-house infotainment software could replace Apple CarPlay and Android Auto in the minds and dashboards of its...
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September 23 - Hedge Funds, News
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here.
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September 23 - Hedge Fund Investor Letters, News
Q2 13F filings show that billionaire Ken Fisher’s Fisher Asset Management opened new positions in CRISPR Therapeutics (NASDAQ: CRSP) and Coinbase Global (NASDAQ: COIN).
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September 23 - News, Stock Analysis
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here.
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September 23 - Hedge Fund Investor Letters, News
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here.
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September 23 - Hedge Fund Investor Letters, News
When biopharmaceutical companies advance platform technologies targeting complex immunological pathways, market participants must weigh clinical efficacy against the heavy capital...
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September 23 - Hedge Funds, News
On September 22, AutoZone, Inc. (NYSE:AZO) reported results for its fourth quarter, which covered 16 weeks and ended August 29, 2026.
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September 23 - Hedge Funds, News
Chipotle Mexican Grill Inc (NYSE:CMG) spent this summer doing damage control, including removing affected jalapeños from restaurants after they were linked to a salmonella outbreak...
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September 23 - Hedge Funds, News
ValueAct Capital takes concentrated, long-term positions in publicly traded companies and works with management teams and boards to improve shareholder value.
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September 23 - News, Stock Analysis
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here.
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September 23 - Hedge Fund Investor Letters, News
For years, the "domestic rare earth supply chain" has been more of a policy talking point than a viable business. That's starting to change. MP Materials Corp.
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September 23 - Hedge Funds, News
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. U.S.
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September 23 - Hedge Fund Investor Letters, News
Casey’s General Stores, Inc. (NASDAQ:CASY) just delivered a 27.7% jump in fiscal 2027 first-quarter EPS and kept its full-year guidance intact.
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September 23 - Hedge Funds, News
On September 17, DA Davidson lowered its price target on Reddit, Inc. (NYSE:RDDT) from $200 to $185 and maintained its Buy rating.
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September 23 - Hedge Funds, News
During the Mad Money episode aired on September 18, Jim Cramer discussed Costco Wholesale Corporation (NASDAQ:COST) as the retail giant prepares to report its quarterly financial...
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September 23 - Hedge Funds, News
Elon Musk has reopened a question investors have kicked around for years: why keep Tesla and SpaceX separate if more of their technology is beginning to converge? During the September...
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September 23 - News, Stock Analysis
When biotechnology innovators approach the commercialization cliff, market participants must weigh the clinical promise of a lead asset against the stark realities of surging ...
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September 23 - Hedge Funds, News
Meta launched Muse just over two weeks ago. It is already forcing the AI-agent market to answer a much bigger question than whose model scores highest on a benchmark.
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September 23 - News, Stock Analysis
When examining a long-term compounder, astute market participants look past quarterly headlines to evaluate core operational drivers, margin stability, and pricing power.
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September 23 - Hedge Funds, News
One of 2026’s wildest AI trades is not Nvidia. It is SanDisk. SanDisk Corporation (NASDAQ:SNDK) was up more than 650% for the year after an 11% surge on September 18.
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September 23 - News, Stock Analysis
Analyzing a gaming and entertainment operator requires looking past headline-grabbing project announcements to examine underlying cash generation, portfolio compounding, and capital...
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September 23 - Hedge Funds, News
Evaluating a turnaround story requires looking past transient headlines to examine underlying fundamentals, capital allocation, and recurring revenue durability.
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September 23 - Hedge Funds, News
For years, Medical Properties Trust (NYSE:MPT) has operated under a cloud of debt scrutiny, prompting a careful examination of its underlying fundamentals, asset quality, and ...
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September 23 - Hedge Funds, News
In the specialized market of advanced aerospace and defense manufacturing, long-term shareholder value is fundamentally driven by multi-year program visibility, operating leverage...
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September 23 - Hedge Funds, News
In the capital-intensive world of multi-site collision repair, long-term shareholder returns are driven by disciplined scale, network density, and margin compounding.
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September 23 - Hedge Funds, News
In the high-stakes realm of clinical-stage biotechnology, long-term shareholder value is fundamentally forged by pipeline assets that solve deep-seated clinical bottlenecks while...
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September 23 - Hedge Funds, News
Beneath the headline-driven sentiment of biotech investing lies the true engine of value creation: portfolio durability, capital efficiency, and sustainable revenue compounding...
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September 23 - Hedge Funds, News
Behind every enduring regional banking franchise lies a careful alchemy of balance sheet management, geographic positioning, and compounding portfolio growth.
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September 23 - Hedge Funds, News
When evaluating a century-old industrial pioneer like Kennametal (NYSE:KMT), the headline numbers, such as a recent surge to record profitability, only tell half the story.
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September 23 - Hedge Funds, News
Sinda Ltd.
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September 23 - Hedge Funds, News
Palantir Technologies Inc. (NASDAQ:PLTR) is up roughly 10% year-to-date and about 1% over the past year.
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September 23 - Hedge Funds, News
Securitize Corp.
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September 23 - Hedge Funds, News
Lockheed Martin Corporation (NYSE:LMT) signed a framework agreement with the U.S.
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September 23 - Hedge Funds, News
Accenture plc (NYSE:ACN) and Anthropic have formed a partnership to integrate evaluators within Anthropic to red-team its models and test its safeguards.
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September 23 - Hedge Funds, News
On September 14, the two most-watched public companies in pet retail shared the same Goldman Sachs stage and offered very similar messages from very different starting places.
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September 23 - Hedge Funds, News
Marc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different.
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September 23 - Hedge Funds, News
SK Hynix is exploring something it has never done before: manufacturing memory chips in the United States.
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September 23 - News, Stock Analysis
MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push ...
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September 23 - News, Stock Analysis
Former Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive.
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September 23 - News, Stock Analysis
When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc.
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September 23 - News, Stock Analysis
Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to care about FPGAs.
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September 23 - News, Stock Analysis
Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI.
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September 23 - News, Stock Analysis
NIKE, Inc.
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September 23 - Hedge Funds, News
On Holding AG Ltd.
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September 22 - Market Movers, News
Ennis, Inc. (NYSE:EBF) reported higher sales and lower earnings for the quarter ended August 31, 2026, but legal items complicate the comparison.
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September 22 - Hedge Funds, News
Westinghouse Air Brake Technologies Corporation (NYSE:WAB) announced on September 21 a services agreement worth more than $700 million with La Compagnie du TransGuinéen.
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September 22 - Hedge Funds, News
Vista Gold Corp. (NYSEAMERICAN:VGZ) announced on September 21 that it had agreed to be acquired by Artemis Gold Inc. (TSXV:ARTG).
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September 22 - Hedge Funds, News
Titan International, Inc. (NYSE:TWI) announced a definitive agreement on September 21 to sell its Italtractor ITM undercarriage business to USCO S.p.A.
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September 22 - Hedge Funds, News
NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) has cleared a major regulatory hurdle.
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September 22 - Hedge Funds, News
Interparfums, Inc.
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September 22 - Hedge Funds, News
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