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
Amazon (AMZN) vs. Alibaba (BABA): Which AI Bet Is Starting to Pay Off?
Amazon.com, Inc. (NASDAQ:AMZN) and Alibaba Group Holding Limited (NYSE:BABA) have more in common than their e-commerce roots suggest.
Can Roche’s Latest Obesity Drug Results Help it Challenge Eli Lilly and Novo Nordisk?
Roche's push into the obesity market has received another boost after its experimental drug, enicepatide, helped overweight or obese patients with type 2 diabetes improve blood...
Can JPMorgan’s $20 Billion QIA Partnership Strengthen its Global Asset Management Business?
JPMorgan Chase & Co.'s (NYSE:JPM) asset management arm is set to deepen its relationship with one of the world's largest sovereign wealth funds through a planned $20 billion partnership...
Can CoreWeave’s (CRWV) Computing Advantage Become a Lasting Moat?
CoreWeave, Inc. (NASDAQ:CRWV) has become one of the market's more closely watched infrastructure stocks.
Can J&J’s Latest Trial Win Strengthen its Neuroscience Business?
Johnson & Johnson's (NYSE:JNJ) $14.6 billion acquisition of Intra-Cellular Therapies has gained another potential growth avenue after Caplyta met the main goal of a late-stage...
Can AbbVie’s Backing Help ADARx Win Over Biotech IPO Investors at a $1.74 Billion Valuation?
ADARx Pharmaceuticals is testing investor appetite for another biotech listing, targeting a valuation of as much as $1.74 billion in a U.S.
Can J&J’s Partnership Drive More Upside for Nanobiotix?
Guggenheim has assumed coverage of Nanobiotix S.A.
Jefferies Downgrades Roblox (RBLX) to Underperform on Bookings Growth Risk
Roblox Corporation (NYSE:RBLX) was cut to Underperform from Hold at Jefferies on September 28, with the firm leaving its price target at $38.
Gilead vs. Intuitive Surgical: Which Healthcare Stock Offers the Better Risk-Adjusted Upside?
At first glance, Gilead Sciences, Inc. (NASDAQ:GILD) and Intuitive Surgical, Inc. (NASDAQ:ISRG) don't make for the most obvious comparison.
China Weighs Letting ByteDance and Alibaba Buy New Nvidia (NVDA) Chips
NVIDIA Corporation (NASDAQ:NVDA) may be allowed to sell part of its chip range in China again.
Can R$12.2 Billion in Fuel Subsidies Ease Petrobras’ Pricing Pressure?
Petróleo Brasileiro S.A.
General Motors (GM) Warns of Tougher US Competition as China Risks Build
General Motors Company (NYSE:GM) has said it will run as lean as possible as it braces for heightened competition at home.
Google’s €403 Million Privacy Fine Keeps Alphabet’s EU Regulatory Risk in Focus
Alphabet Inc. (NASDAQ:GOOGL)'s Google has been hit with another major European regulatory penalty, this time over how it historically processed users' location data.
Boeing (BA) Finds a 737 MAX Software Glitch Affecting Automated Navigation
The Boeing Company (NYSE:BA) has identified a software fault in the 737 MAX that can cause an automated navigation feature to fail during landing, according to the Wall Street...
Could Boston Scientific’s $300 Million Cyber Hit Be Mostly a 2026 Problem?
Wells Fargo has put a number on the damage Boston Scientific Corporation's (NYSE:BSX) August cybersecurity incident could do to its third-quarter results, which comes up to roughly...
Why Oppenheimer Cut Boston Scientific’s Price Target by $20 Despite Keeping its Outperform Rating
Oppenheimer has become considerably more cautious on Boston Scientific Corporation (NYSE:BSX), but not cautious enough to abandon its bullish rating.
Analysts Cut Costco (COST) Price Targets After a Q4 Beat and the Stock Rose Anyway
Costco Wholesale Corporation (NASDAQ:COST) reported fourth-quarter results on September 24 that came in ahead of expectations, with net sales up 11.2% to $93.9 billion and earnings...
What is PayPal’s (PYPL) Economic Moat, and is it Widening or Narrowing?
PayPal Holdings, Inc. (NASDAQ:PYPL) trades at roughly nine times earnings, a multiple the market normally reserves for businesses it expects to shrink.
Gilead vs. Danaher: Which Healthcare Growth Story is More Convincing?
Gilead Sciences, Inc. (NASDAQ:GILD) and Danaher Corporation (NYSE:DHR) are both showing signs of stronger growth, but they are getting there in very different ways.
Why Starbucks’ 800-Person India Tech Expansion Matters to its Turnaround
Starbucks (NASDAQ:SBUX) is adding another piece to the infrastructure behind its turnaround, and this one sits thousands of miles from its headquarters.
Can Meta’s C$13 Billion Alberta Bet Strengthen its AI Infrastructure Advantage?
Spending on AI by hyperscalers is expanding so dramatically that electricity supply is becoming part of the investment story.
Novo Nordisk Just Beat Lilly in a Trial. Is the Comeback Finally Taking Shape?
Novo Nordisk (NYSE:NVO) finally has a CagriSema result it can put next to Eli Lilly's (NYSE:LLY) tirzepatide and come out ahead.
Tesla Heads to Trial in California. Should Investors Be Worried?
Tesla (NASDAQ:TSLA) investors already have plenty to keep track of, from vehicle deliveries to the company's expansion into AI and autonomous driving.
10 Best Healthcare Stocks to Buy According to Hedge Funds
Healthcare has rarely been short of investment opportunities, but deciding where to look has become more complicated.
Gilead vs. Thermo Fisher: Which Life Sciences Stock has the Stronger Growth Outlook?
Gilead Sciences, Inc. (NASDAQ:GILD) and Thermo Fisher Scientific Inc. (NYSE:TMO) are benefiting from two very different sources of growth.
An Ex-Google Researcher Says AI Could “Kill Us All.” Should Alphabet Investors Care?
Warnings about artificial intelligence don't get much more extreme than this.
Guggenheim Sees 41% Upside in Curtiss-Wright as Defense and Nuclear Demand Build
Curtiss-Wright Corporation (NYSE:CW) isn't relying on one hot market to keep growing, with its products sitting across defense and commercial nuclear and marking two areas where...
Citizens Cuts Enova’s Price Target after its Bank Deal Falls Apart
Enova International, Inc. (NYSE:ENVA) has abandoned a deal that was supposed to give the online lender something it has never had: its own bank.
AI & Tech Companies Present Live and Take Investor Meetings at the October 1 Virtual Investor Conference
Live Presentations and Q&A Across Semiconductors, Data Centers, Battery Materials, AI-Driven Fintech, Retail Technology and Online Marketplaces Investors Can Request One-on-One...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
What Makes Figure Technologies (FIGR) an Investment Bet?
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
The Brown Capital Management Small Company Fund’s Q2 2026 Investor Letter
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” For the...
Descartes Systems Group (DSGX) Fundamentals Remain Intact Despite Share Price Decline
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
What Makes Texas Capital Bancshares (TCBI) a Bullish Bet?
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
Sportradar (SRAD): Persistent Valuation Disconnect Triggers Position Sale
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
Long Qualification Cycles and Specialized Products Build Materion’s (MTRN) Competitive Moat
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
Short-Seller Report Weighs on Figure Technology Solutions (FIGR) Share Price and Investor Sentiment
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
Here’s What Strengthens Silicon Motion Technology (SIMO)
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
Disciplined Accumulation of Digital Turbine (APPS): The Fund Gained from Anticipated Rebound
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
Formula One Group (FWONK): An Exceptional Non-AI Value Play
Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
TKO Group Holdings (TKO) Benefit from Strong Demand for Sports and Entertainment
Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
Pricing Cycle Pressure Weighed on Ryan Specialty (RYAN)
Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
PU Prime Strengthens UAE Momentum with Strong Showing at Forex Expo Dubai 2026
DUBAI, United Arab Emirates, September 28th, 2026, FinanceWire PU Prime, a global multi-licensed online brokerage, has announced its participation in Forex Expo Dubai 2026, where...
PU Prime Deepens Argentina Presence Through FX Expo Buenos Aires 2026
Buenos Aires, Argentina, September 28th, 2026, FinanceWire PU Prime strengthened its engagement with Argentina’s financial sector through its participation in FX Expo Buenos...
Can the Seeds Spin-Off Unlock Hidden Value in Corteva (CTVA)?
Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
Cooper Investors Reduced CME Group (CME) Exposure Amid New Futures Market Threats
Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
Marvell vs. Broadcom: Which Custom AI Chip Stock Has More Room to Run?
Broadcom (NASDAQ:AVGO) and Marvell (NASDAQ:MRVL) both help hyperscalers design specialized AI accelerators. Both are seen as major custom AI chip plays.
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