Fermi Inc. (FRMI) Just Scored Its First Big Win. Now The Real Test Begins
Fermi Inc.
Insider Monkey Blog
Sweetgreen and Yum Brands: Two Restaurant Stocks Still Reeling From the 2026 Cyclospora Outbreak
The US restaurant industry is dealing with the aftermath of the largest cyclosporiasis outbreak on record, caused mostly by shredded iceberg lettuce provided by Taylor Farms de...
One Company’s Clinical Miss Is Another’s Moat: Vertex Rallies as Sionna’s CF Bet Collapses
Cystic fibrosis investors came to learn a harsh lesson on August 10 about how concentrated a market can be: Sionna Therapeutics, Inc.
NIQ Global (NIQ) Soars 42% After Earnings. What’s Next?
NIQ Global Intelligence PLC (NYSE:NIQ) saw its share price soar by 42 percent on Tuesday to close at $16.58 after beating its estimates in the second quarter and raising its growth...
Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction
Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street's estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling.
Alphabet Inc. (GOOGL) vs. Meta Platforms, Inc. (META): Washington and Brussels Both Turn Up the Heat on AI Safety
Alphabet Inc. (NASDAQ:GOOGL)'s Google, along with Meta Platforms, Inc.
Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)
Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S.
Stryker’s (SYK) Comeback Quarter Looks Great, But At What Cost?
Stryker (NYSE:SYK) turned in one of its stronger quarters in recent memory on July 30, with sales climbing 9.4% to $6.6 billion and reported EPS jumping 44.1% to $3.30.
Can A New Vitiligo Registry Move The Needle For Thermo Fisher (TMO)?
Thermo Fisher Scientific (NYSE:TMO) mostly sells the instruments and supplies that let other companies do science, not the treatments themselves.
Spotify Just Legalized Fan Remixes, So What Does It Mean For SPOT?
On August 4, Spotify (NYSE:SPOT) and Merlin announced a licensing agreement that lets independent artists opt into Spotify's upcoming fan-made covers and remixing tool.
Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback?
Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion...
Can Revolution Medicines (RVMD) Turn A New Ally Into Global Reach?
Revolution Medicines (NASDAQ:RVMD) just picked up a partner with deep pockets and a presence across Asia.
Synopsys (SNPS) Bets Big On Agentic AI: Can The Stock Follow?
Synopsys (NASDAQ:SNPS) just showed off some of the most ambitious autonomous engineering software on the market, built alongside Nvidia (NASDAQ:NVDA), at the DAC Chips to Systems...
ExxonMobil Holdings Corporation (XOM) vs. Chevron Corporation (CVX): Trump Attacks the Oil Giants for Making “Too Much Money”
On August 3, 2026, President Trump accused ExxonMobil Holdings Corporation (NYSE:XOM) and Chevron Corporation (NYSE:CVX) of making "too much money" off high fuel prices just three...
TransDigm’s (TDG) Earnings Soared, So Why Did The Stock Sink?
TransDigm Group (NYSE:TDG) reported fiscal third quarter results on August 4, with net sales climbing 23% to $2,741 million and adjusted EPS up 13% to $10.87.
Is Commvault Systems, Inc. (CVLT) A Good Investment Right Now?
Commvault Systems, Inc. (NASDAQ:CVLT) develops enterprise software platforms focused on cyber resilience, data defense, and hybrid cloud management.
The Boeing Company (BA) vs. Southwest Airlines Co. (LUV): A Long-Delayed Plane Finally Clears the Runway
The FAA certified The Boeing Company (NYSE:BA)’s 737 MAX 7 on Monday, the smallest version of its bestselling jet, nearly a decade after the company first expected approval.
EPS Surprise: 26 Stocks Beating Wall Street Expectations
Financial data and software firm FactSet said that 10 out of 11 sectors in the S&P 500 report year-on-year earnings growth, with eight posting double-digit gains.
Can Teradyne’s (TER) AI Boom Keep Outrunning Wall Street?
Teradyne (NASDAQ:TER) delivered a second quarter that beat almost every number Wall Street had penciled in.
AstraZeneca PLC (AZN) vs. Bristol-Myers Squibb Company (BMY): Wall Street Doesn’t Buy This Merger Talk
AstraZeneca PLC (NYSE:AZN) shares closed down as much as 9% on Monday, the stock's biggest one-day drop since 2020, after reports that it held merger talks with U.S.
Talen Energy (TLN) Raised Guidance In August, So Why The Loss?
On August 5, Talen Energy (NASDAQ:TLN) posted a net loss for the second quarter, and yet the same release raised the company's full-year 2026 outlook and lifted its expectations...
Rivian Automotive, Inc. (RIVN) vs. Ferrari N.V. (RACE): A Mass-Market EV Bet Against Ultra-Luxury Pricing Power
Rivian Automotive, Inc. (NASDAQ:RIVN) and Ferrari N.V. (NYSE:RACE) both beat estimates last week but for opposite reasons.
Is Uber (UBER) Losing Waymo Partnership? What Does It Mean in the Robotaxi Race?
The robotaxi market could become one of the most important new segments of the next decade.
Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?
On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle.
Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other
Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street's revenue estimates this week, but investors could not have reacted more differently.
Hedge Funds Favor argenx (ARGX) Over Forte Biosciences, Inc. (FBRX): Argenx Agrees to Buy Forte Biosciences
argenx SE (NASDAQ:ARGX) agreed to buy Forte Biosciences, Inc.
Jim Cramer Says Buy the Dip in Sterling Infrastructure (STRL), Just “Don’t Buy It All at Once”
During a segment on CNBC’s Mad Money on August 5, a caller sought host Jim Cramer’s guidance on Sterling Infrastructure, Inc.
NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea
NVIDIA Corporation (NASDAQ:NVDA) will invest about $1.01 billion in South Korean internet company Naver to help finance an AI data center, taking a 4.5% stake in Naver once the...
Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally
Arista Networks, Inc.
Wells Fargo (WFC) Bets On Blockchain, But Can The Rally Continue?
Wells Fargo (NYSE:WFC) just told its biggest clients they can move money on a Sunday.
Robinhood (HOOD)’s Growth Story: Can Diversification Offset Market Volatility?
Robinhood Markets, Inc.
Is Broadcom’s (AVGO) Next Big Bet Hidden in Plain Sight?
On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, ...
Walmart (WMT) Bets On Streaming Ads. Can The Stock Catch Up?
Walmart (NYSE:WMT) just made its boldest move yet to turn shopping data into ad dollars.
QumulusAI (QMLS) Signs DRW Blackwell Deal: Can Momentum Translate Into Revenue?
On August 11, QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated...
Exxon’s (XOM) Profit Missed. So Why Is The Dividend Getting Stronger?
ExxonMobil (NYSE:XOM) reported second-quarter 2026 results on July 31, and the headline number disappointed.
Jim Cramer Weighs In on Sentiment Shifts Driving Accenture and Cognizant Rallies
On Monday’s CNBC Mad Money episode, host Jim Cramer examined the top-performing stocks in the S&P 500, focusing on the dramatic turnaround in IT consulting leaders Cognizant...
Jim Cramer Compares Enterprise Software Dynamics in Workday and ServiceNow
During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc.
Jim Cramer Examines PayPal Holdings Performance Under Enrique Lores and M&A Speculation
On CNBC's Mad Money’s August 3 episode, host Jim Cramer highlighted PayPal Holdings, Inc.
Jim Cramer Highlights Willis Towers Watson Following July Gains
On Mad Money’s Monday episode, Jim Cramer pointed to Willis Towers Watson Public Limited Company (NASDAQ:WTW) as July's fifth-best performer in the S&P 500.
Why Did The Pentagon Just Hand Lockheed Martin (LMT) $58.62B?
Lockheed Martin (NYSE:LMT) just landed one of the largest single contract awards in its history.
Jim Cramer Weighs In on SoFi’s (SOFI) $16–$19 Range
During CNBC’s Mad Money episode on August 5, a caller questioned the near-term trajectory of SoFi Technologies, Inc.
Lake Victoria Gold Unveils Maiden 580,000-Ounce Resource at Tembo Project in Tanzania
Lake Victoria Gold Ltd.
ZenaTech’s ZenaDrone Begins In-House PCB Flight Testing, Advancing Vertical Integration Strategy Toward NDAA-Compliant Blue UAS Certification and Expanded Defense Opportunities
In-house production strengthens ZenaDrone’s path to Blue UAS Certification as federal restrictions on Chinese-made drones open a significant market opportunity for compliant...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Polen Focus Growth Strategy’s Q2 2026 Investor Letter
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter.
Consistent Results Restored Confidence in Forgent Power Solutions (FPS)
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here.
Baron Discovery Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”.
JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Resource Center
