Digital Realty Trust (DLR) Forms Türkiye Venture. Does Secured Power Justify the Commitment?
Digital Realty Trust, Inc. (NYSE:DLR) announced a joint venture with Rönesans Infrastructure on September 14 to develop and operate data centers in Türkiye.
Insider Monkey Blog
Nvidia’s CUDA-Q Logical Extends Its Quantum Software Moat, But the Hardware Timeline Remains Uncertain
Nvidia Corporation (NASDAQ:NVDA) has expanded CUDA-Q with a new orchestration layer designed for fault-tolerant quantum computing.
Bernstein Flags CoreWeave as Most Exposed to an AI Training Slowdown
Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds...
SpaceX Said $100 Billion Is Within Reach, Its Cash Flow Tells Another Story
Space Exploration Technologies Corp. (NASDAQ:SPCX) is increasingly confident it can reach a $100 billion annual revenue run rate by year-end.
Logistic Properties of the Americas (LPA) Wins $145 Million Sale Approval. Can Mexico Replace Peru Income?
Logistic Properties of the Americas (NYSEAMERICAN:LPA) moved closer to selling Parque Logístico Lima Sur after Peru’s antitrust authority, INDECOPI, approved the transaction...
Roblox (RBLX) Plans Standalone Games. Can its Business Expand Beyond its App?
Roblox Corporation (NYSE:RBLX) announced on September 11 that creators will be able to distribute games as standalone applications across mobile devices, computers, and consoles...
Iren’s CEO Says Demand Is Strong, The Financials Says It’s Complicated
Iren Limited (NASDAQ:IREN) CEO Daniel Roberts has presented a detailed, data-backed argument that demand for AI compute remains fundamentally constrained by limited supply, irrespective...
The Elmet Group (ELMT) Announces $450 Million Commitment. Can Tungsten Expansion Deliver Profits?
The Elmet Group Co. (NASDAQ:ELMT) announced a $450 million committed Department of War investment on September 14 and closed the initial $200 million financing that day.
Public and Private Nuclear Companies Meet Institutional Investors at the StoneX Nuclear Innovation Summit, September 23-24
Presentations, Two Panels and One-on-One Meetings in Knoxville, Tennessee, Then a Day Inside Oak Ridge National Laboratory Uranium Enrichment, Small Modular Reactors, Microreactors...
Boyd Group (BGSI) Approves Buybacks. Can Acquisitions and Capital Returns Coexist?
Boyd Group Services Inc. (NYSE:BGSI) is adding repurchases to a capital allocation strategy built around collision-repair consolidation.
GMR Solutions (GMRS) Targets $28 Million in Interest Savings. How Much Comes from Cheaper Debt?
GMR Solutions Inc. (NYSE:GMRS) disclosed on September 11 that its subsidiary, Global Medical Response, Inc., secured binding commitments to reprice its first-lien term loan.
Takeda Pharmaceutical (TAK) Gets Priority Review. Can Zasocitinib Win in Psoriasis?
Takeda Pharmaceutical Company Limited (NYSE:TAK) announced on September 14 that the FDA accepted its New Drug Application for zasocitinib under priority review for adults with...
Aon’s $17 Billion USI Deal: What Hedge Fund Sentiment Says About AON and KKR
Aon Plc (NYSE:AON) confirmed on August 31 that it will buy USI Insurance Services from KKR & Co. Inc. (NYSE:KKR) for $17.0 billion in an all-cash deal funded by new debt.
Polestar (PSNY)’s US Exit Just Showed Up in its Guidance
Reuters reported that Polestar Automotive Holding UK PLC (NASDAQ:PSNY) cut its full-year 2026 delivery forecast on September 3, noting the fallout from being barred from selling...
Jim Cramer on Tesla (TSLA): “My Only Solution to It Is That SpaceX Has to Buy It”
On September 14, a caller asked for Mad Money’s host Jim Cramer’s thoughts on Tesla, Inc. (NASDAQ:TSLA). He replied: It's at $358. I don't know.
Apple (AAPL) Faces a $2.7 Billion UK Lawsuit over its App Tracking Rules
On September 3, 2026, Reuters reported that Apple Inc.
Lululemon (LULU) Cuts its Outlook Again Just as a New CEO Walks through the Door
On September 4, 2026, Reuters reported that lululemon athletica inc.
Rackspace’s Nvidia Partnership Sparks Early Rally, But a $2.8 Billion Debt Load Remains
Rackspace Technology, Inc. (NASDAQ:RXT) shares climbed more than 6% after the company announced that it was joining Nvidia’s Cloud Partner Program.
Meta (META) Overhauls Instagram and Facebook for Teens after its $17 Billion Settlement
On August 26, 2026, Meta Platforms, Inc.
A Deadly Amazon (AMZN) Cargo Plane Crash in Miami Puts its Air Network Under Scrutiny
On September 6, 2026, an Amazon.com, Inc.
SpaceX (SPCX)’s Space Data Center Dream Runs into Four Very Earthly Problems
On September 6, 2026, CNBC reported that Space Exploration Technologies Corp.
BioCryst (BCRX) Turns its First Profit and Now Wants to Go Shopping for Rare Disease Drugs
On August 28, 2026, CNBC reported that BioCryst Pharmaceuticals, Inc.
Stellantis (STLA) and Ford (F) Bet Gas Engines Can Fix America’s EV Range Anxiety
In a report published September 7, 2026, the Wall Street Journal said Stellantis N.V.
AstraZeneca (AZN) Wins FDA Approval for its Breast Cancer Pill After Regulators Voiced Doubts
On September 5, 2026, Bloomberg reported that the FDA granted accelerated approval to AstraZeneca PLC (NYSE:AZN)’s camizestrant, sold as Etcamah, for a genetically driven form...
Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside
On September 15, Berenberg upgraded its rating on Eli Lilly and Company (NYSE:LLY) from Hold to Buy and lifted its price target from $1,220 to $1,400.
Novo Nordisk (NVO) and Eli Lilly (LLY)’s Weight-Loss Drugs Still Work at Smaller Doses, Study Finds
On August 31, 2026, Reuters reported on a new study finding that patients who stay on the lowest starter doses of GLP-1 weight-loss drugs still lose weight, though far less than...
ETSY Gets a Bullish Upgrade: What Investors Should Know
On September 15, Oppenheimer upgraded Etsy, Inc. (NYSE:ETSY) from Perform to Outperform and set a price target of $90.
Nike (NKE) Is Down 40% YTD: Will the Turnaround Strategy Work?
On September 15, Telsey Advisory Group cut its price target on NIKE, Inc. (NYSE:NKE) from $47 to $44 and maintained its Market Perform rating on the stock.
Novartis (NVS) and Ionis (IONS)’ Big Cholesterol Bet Comes Up Short in Late-Stage Trial
On September 5, 2026, Reuters reported that pelacarsen, an experimental drug from Novartis AG (NYSE:NVS) and partner Ionis Pharmaceuticals, Inc.
A Struggling Rival Shows Just How Hard it is to Challenge Tesla (TSLA)’s Semi Truck
In a report published September 4, 2026, the Wall Street Journal said Windrose Technology, a Chinese-European startup once dubbed the biggest challenger to Tesla, Inc.
Tesla (TSLA)’s Driverless Cybercab Draws a Federal Safety Probe Right Out of the Gate
On September 4, WSJ and Reuters reported that NHTSA opened an investigation into Tesla, Inc. (NASDAQ:TSLA)'s Cybercab after the company began offering rides in Austin, Texas.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
VinFast (VFS)-Backed Taxi Firm GSM Plots a US and European Push ahead of its Hong Kong IPO
On September 3, 2026, Reuters reported that Green and Smart Mobility (GSM), the Vietnamese electric taxi operator linked to VinFast Auto Ltd.
Talen Energy (TLN) Gains as Regulatory Progress Enhances Data Center Framework
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Ryanair (RYAAY) Slashes its Winter Flight Plans to Dodge a Costly Oil Spike
On September 2, 2026, Bloomberg and Reuters reported that Ryanair Holdings plc (NASDAQ:RYAAY) cut its full-year traffic target from 216 million to 214 million passengers.
Abitibi Metals Intersects 3.72% CuEq over 9.2 m Within a Broader 1.25% CuEq over 60.2 m at the B26 Deposit
Toronto, Ontario, September 17th, 2026, FinanceWire Abitibi Metals Corp.
ZenaTech Selected for Canada’s Defence Drone Initiative Marketplace, Expanding Opportunities for ZenaDrone’s AI-Powered Autonomous Drone Solutions
Toronto, Canada, September 17th, 2026, FinanceWire ZenaTech, Inc.
Strong Execution Strengthens Macerich (MAC) in Q2
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Starbucks (SBUX) Wins Big in Court, but One Finding Still Sticks
A federal appeals court declined to enforce most of a National Labor Relations Board ruling that Starbucks Corporation (NASDAQ:SBUX) illegally threatened employees with reprisals...
Boeing (BA)’s $8.4 Billion Supplier Buyback Keeps Turning Up New Costs
On September 3, The Wall Street Journal reported that The Boeing Company (NYSE:BA) has uncovered hundreds of millions of dollars in additional liabilities at Spirit AeroSystems...
Southwest (LUV) Finally Joins the Lounge Business it Long Rejected
Southwest Airlines Co.
Medtronic (MDT) Raises its Outlook Again as Heart Device Demand Keeps Climbing
Reuters reported that Medtronic plc (NYSE:MDT) raised the lower end of its fiscal 2027 profit forecast and its revenue growth outlook on September 1, banking on strong demand ...
Here’s Why Why Baron Capital Bought Alexandria (ARE)
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
OpenAI Fires Back at Apple (AAPL)
Reuters reported that OpenAI denied Apple Inc. (NASDAQ:AAPL)’s allegations of trade secret theft in a filing late Monday, August 31, in U.S.
Baron Real Estate Income Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Renewed Industry Competition Sparks T-Mobile US’s (TMUS) Sell-Off
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Strong Operational Momentum Drives Quanta Services’ (PWR) Full-Year Outlook Upgrade
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Coherent (COHR): Unmet Hyperscaler Demand Fuels Aggressive Capacity Expansion
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
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