Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of that.
Insider Monkey Blog
Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains
Oracle is gaining an encouraging earnings outlook as it transforms its position in the market to become a major GPU-as-a-Service (GPUaaS) and AI infrastructure provider.
Evercore Warns AI IPOs Could Pressure These Struggling Stocks. IBM and AppLovin Face Different Tests
Investors seeking a slice of a possible blockbuster AI flotation might sell something they already own to pay for it.
Burry’s Palantir Warning Is Back. Accenture Shows What Investors Should Check
Michael Burry’s accounting critique of Palantir Technologies Inc.
Jim Cramer Discusses Procter & Gamble (PG) Valuation and Growth
During the September 3 episode of Mad Money, a caller asked for Jim Cramer’s current opinion of The Procter & Gamble Company (NYSE:PG), and he replied: Okay, this is something...
Jim Cramer Wants Nvidia to Buy Back $500 Billion. Can Apple’s Playbook Work?
Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to authorize a $500 billion buyback and purchase shares daily. His September 1 Mad Money argument points to Apple Inc.
Can Marathon Petroleum (MPC) Keep Rallying? Wells Fargo Says Yes
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the broader market, posting gains of almost 132% since the beginning of 2026.
Jim Cramer Says Meta (META) is “At the Price” After Settlement Eases Major Legal Overhang
During the September 3 episode of Mad Money, host Jim Cramer said Meta Platforms, Inc. (NASDAQ:META) had become “a hated stock,” as he said: Next, okay, here's one.
Jim Cramer Says Buy Walmart (WMT) as Target’s (TGT) Turnaround Gains Momentum
During the September 3 episode of Mad Money, a caller asked why Walmart Inc.’s (NASDAQ:WMT) stock has lagged behind Target despite widespread analyst opinions favoring Walmart...
Jim Cramer Discusses NVIDIA (NVDA) Acquiring Hugging Face
On the September 3 episode of Mad Money, Jim Cramer turned his attention to NVIDIA Corporation (NASDAQ:NVDA) and its expansion into open-source software infrastructure.
SLB Bets $4.1 Billion on the AI Data Center Boom
SLB NV (NYSE:SLB) announced on August 31 that it will acquire Kelvion from Apollo Global and funds advised by Triton for around $3.4 billion in cash and the assumption of approximately...
Chevron’s Record Run Isn’t Over Yet, BMO Says
Chevron Corporation (NYSE:CVX) is one of the largest integrated energy companies in the world.
Twilio’s (TWLO) AI Push Finds a Strong Fit in Latin America
Twilio Inc. (NYSE:TWLO) revealed latest developments around its customer engagement platform for the Latin American market.
Lockheed Martin (LMT)’s HIMARS Win in Sweden Strengthens its European Defense Footprint
Sweden has decided to purchase around 10 Lockheed Martin Corporation (NYSE:LMT) HIMARS launchers plus ammunition in a deal worth roughly $729 million, with deliveries expected...
What Potential Does 75F Acquisition Carry for Carrier Global (CARR)?
Carrier Global Corp.
Wegovy’s Latest Trial Gives Novo Nordisk (NVO) Another Potential Growth Catalyst
Novo Nordisk A/S (NYSE:NVO) has delivered encouraging late-stage data for Wegovy in younger children, with its STEP Young trial showing that 40.4% of children aged 6 to under ...
Illumina and Everpure to Join S&P 500 in September Rebalancing: What it Means for Investors
Illumina, Inc. (NASDAQ:ILMN) and Everpure, Inc.
Citigroup (C) Moves Deeper Into China’s Capital Markets as Competition Intensifies
Citigroup Inc. (NYSE:C) is reportedly expecting Chinese regulatory approval for its wholly owned mainland brokerage business as soon as September 2026.
Sirius XM (SIRI) Stock: Deutsche Bank Sees Big Upside, But Risks Remain
Sirius XM Holdings Inc.
Cybercab Could Transform Tesla, But Regulatory Risks Loom
Tesla, Inc. (NASDAQ:TSLA) has started offering paid rides in its new Cybercab robotaxi on a limited basis in Austin, Texas.
CECO Environmental (CECO) Raises Guidance After Thermon Deal — Can the Momentum Last?
CECO Environmental Corp (NASDAQ:CECO) finalized its acquisition of Thermon Group Holdings, which is a leading player within the global industrial process heating space, in early...
Lockheed Martin’s (LMT) Javelin JV Signs Co-Production MOU With Tata Advanced Systems
The Javelin Joint Venture, which is a partnership between Lockheed Martin Corp.
Broadcom Inc. (AVGO)’s AI Opportunity Expands Across AI Infrastructure
The AI infrastructure market is in a powerful expansion phase, with hyperscalers making significant investments in custom AI accelerators, high-speed networking, as well as complex...
Novartis (NVS) Has a Potential $3 Billion MS Opportunity — But Investors Face Key Risks
Novartis AG (NYSE:NVS) could be staring at a $3 billion annual peak-sales opportunity in multiple sclerosis (MS) if its drug remibrutinib successfully advances through the regulatory...
Jim Cramer Explains Why “Buyers Flocked in” for Dell (DELL)
During the September 2 episode of Mad Money, Jim Cramer turned his attention to Dell Technologies Inc.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Entegris (ENTG) Positions to Benefit From Rebounding Wafer Starts and Memory Capex
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the "Artisan Mid Cap Fund". The letter can be downloaded here.
Artisan Partners Mid Cap Fund’s Q2 2026 Investor Letter
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the "Artisan Mid Cap Fund".
These 2 AI Power Stocks Jumped While the S&P 500 Fell
NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%.
Innovation Engine Drives SharkNinja’s (SN) Sustainable Advantage
Spheria Asset Management, an investment management company, released its Q2 2026 investor letter for “Spheria Global Opportunities Fund”.
Spheria Global Opportunities Fund’s Q2 2026 Investor Letter
Spheria Asset Management, an investment management company, released its Q2 2026 investor letter for “Spheria Global Opportunities Fund”.
Bernie Sanders Wants to Ban Superintelligence. What It Means for Microsoft and Amazon
Senator Bernie Sanders and Representative Greg Casar announced forthcoming legislation on September 3 that would permanently ban artificial superintelligence and temporarily pause...
Why Active Owners Are Betting on Jack in the Box (JACK)
The GreenWood Q2 2026 investor letter reports a flat first-half performance, with accounts down 3.6% versus a +11.7% return for the MSCI ACWI index.
GreenWood Investor’s Q2 2026 Investor Letter
The GreenWood Q2 2026 investor letter reports a flat first-half performance, with accounts down 3.6% versus a +11.7% return for the MSCI ACWI index.
Alibaba (BABA) Shares Decline Amid Macro and Competitive Headwinds
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here.
Diamond Hill International Fund’s Q2 2026 Investor Letter
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”.
Nvidia’s (NVDA) Strong Results Reinforce Long Term Outlook
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S.
Here’s Why SGA U.S. LCG Liquidated Its Position in Aon plc (AON)
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S.
Dukascopy Bank Unveils AI-Powered Trading, 25,000+ Stock CFDs and a New Flagship E-Banking App
Geneva, Switzerland, September 7th, 2026, FinanceWire Swiss-regulated bank brings AI-powered trading, 25,000+ stock CFDs and a new flagship app to clients in a single innovation...
SGA U.S. Large Cap Growth Strategy’s Q2 2026 Investor Letter
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S.
Do You Believe West Pharmaceutical Services (WST) Represents a Tremendous Opportunity?
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2026 investor letter.
Do You Think Micron Technology’s (MU) Return Drivers May Falter Ahead
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2026 investor letter.
Generation Investment Management Global Equity Strategy Q2 2026 Investor Letter
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2026 investor letter.
Global Growth Fund is Re-Evaluating Flutter Entertainment’s (FLUT) Strategic Fit
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”.
Tetra Tech (TTEK): Navigating Growth Amid Infrastructure Investment Uncertainty
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”.
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