Chewy (CHWY) Faces Consumer Pressure Despite Profitable Customer Growth
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Insider Monkey Blog
Antero Resources’ (AR) Strategic Role in AI Infrastructure Expansion
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Cencora (COR) Remains Attractive Despite Temporary Headwinds
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Datadog (DDOG) Rose on Accelerating Growth and AI-Driven Demand
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Meta Dropped, Amazon and Microsoft Rallied: Don’t Panic, Accumulate
Meta Platforms (NASDAQ:META) fell 20% since July 15th, even though FQ2 2026 revenue beat estimates.
Cadence Design Systems (CDNS): Agentic Capabilities Improve New Growth Engine
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Here’s Why CoStar Group (CSGP) Faces Slow Momentum
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
HubSpot’s (HUBS) Strong Results Overshadowed by Competitive Concerns
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Procore Technologies’ (PCOR) SaaS Model Tested in Volatile Market
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Age Verification Rollout Hurt Roblox Corporation (RBLX) in Q2
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Rocket Lab (RKLB) Just Won Its Biggest-Ever Contract. The Stock Barely Noticed
On July 27, Rocket Lab Corporation (NASDAQ:RKLB) announced its largest launch contract in corporate history, a $266 million multi-launch arrangement with the United States Space...
Spyglass Exited nCino (NCNO) as Confidence Weakens
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
MKS (MKSI): A Mission Critical Semiconductor Supplier Behind Next Gen Chip Making
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
What Makes Forgent Power Solutions (FPS) a Bullish Bet?
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Kinsale Capital Group (KNSL) Faced Rising Challenges
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
SAP Fioneer Launches Cloud Accounting Subledger to Simplify Multi-GAAP Accounting for Financial Institutions
SAP Fioneer, a leading provider of software solutions for financial services, today announced the launch of its Cloud Accounting Subledger (CAS), a cloud-based solution designed...
STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear
STARTRADER today announced the launch of 31 new US Share CFDs and ETF CFDs, available on the trading platform from August 3 and on the STARTRADER app from August 5, spanning semiconductors...
Inside Project Peregrine: Why Blackstone and KKR Bought Into Kuwait’s Oil Pipelines
The signing of "Project Peregrine" on July 25 marks a historic moment for alternative asset managers in 2026.
TopBuild Acquisition Seals QXO’s (QXO) North American Dominance
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
AAON (AAON) Backlog Strengthens From Data Centre Buildout and Margin Improvement
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
AI Traction Fuels Snowflake’s (SNOW) Guidance Boost
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Affirm Holdings (AFRM) Reclaims Investor Confidence, with 146% Affirm Card Growth
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Optical Momentum Triggers Investor Rerating of Credo Technology Group Holding Ltd (CRDO)
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Spyglass Growth Strategy’s Q2 2026 Investor Letter
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Everest Group, Ltd. (EG) Converts Cyclical Headwinds Into Double-Digit Growth
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners is Bullish on Ryan Specialty Holdings (RYAN)
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Fortune Brands Innovations (FBIN) Sets the Stage for Growth
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Google Cloud Has Become Alphabet’s (GOOG) Primary Valuation Driver
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
TransDigm Group’s (TDG) Fair Value Estimate Climbs at Double-Digit Pace
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Amazon.com’s (AMZN) Secular Tailwinds Reinforces Its Competitive Moat
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Genpact Limited (G) an Underestimated Force in AI Disruption?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Littelfuse (LFUS) Positions for Long-Term Growth and Margin Expansion
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Ituran Location and Control Ltd. (ITRN) Reports 19% Revenue Growth Amid OEM Partnerships
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Bausch Health (BHC) Rockets 28% as Q2 Turnaround Fuels Recovery Outlook
Bausch Health (NYSE:BHC) climbed by 28.85 percent on Thursday to end at $6.03 apiece, after announcing a strong second quarter of the year that set the ground for the company’...
MarketAxess (MKTX) Rockets on Merger Deal at 33% Premium
MarketAxess Holdings (NASDAQ:MKTX) soared by 29.45 percent on Thursday to end at $162.76 apiece after agreeing to be acquired by Intercontinental Exchange for $6 billion, at a...
Blowing Past the Street: 46 Stocks That Crushed Q2 EPS Projections
More than 250 companies announced their earnings performance in the second quarter of the year on Wednesday, July 29, offering a fresh look at how they performed relative to what...
Is Hormel Foods (HRL) a Buy After New CEO?
Hormel Foods (NYSE:HRL) is a company in transition. It reported a strong second quarter, it just named a new CEO, and its stock still trades near multi-year lows.
Colgate-Palmolive (CL) Earnings on Deck: What to Watch
Colgate's first quarter showed the split that defines this stock right now. Net sales grew 8.4%. Organic sales, which strip out currency and acquisitions, grew just 2.9%.
Equinor’s (EQNR) Best Quarter in Years Came With an Asterisk Its Own CFO Pointed Out
Growing conflict in the Middle East has significantly altered global energy trading channels in 2026, leading to a steep gap between vulnerable producers and protected operators...
Should You Buy Automatic Data Processing (ADP) On Post-Earnings Dip?
Automatic Data Processing (NASDAQ:ADP) reported fiscal fourth-quarter results on Wednesday. Adjusted earnings per share and revenue beat Wall Street estimates.
Hedge Funds Are Bullish on DXC Technology (DXC)
DXC Technology (NYSE:DXC) shares have fallen 16.41% so far this year as of July 29, 2026.
Microsoft (MSFT) Soars, Meta (META) Sinks After Earnings—Here’s Why
Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings...
Tesla’s (TSLA) Margins Broke in a Way Deliveries Can’t Fix
July 22 and 23 proved to be one of the most significant 48-hour periods of 2026's artificial intelligence trade, showing a clear flaw in how public equity markets reward massive...
AMD Fell 8% as China Unveils New Technology — the Real Risk Is the Multiple, Not the Lithography
China's breakthrough in domestic chipmaking equipment sparked a major semiconductor sell-off, dragging down Advanced Micro Devices, Inc.
Nvidia (NVDA) Could Backstop $250 Billion for OpenAI. Where Does That Leave Microsoft (MSFT)?
Nvidia Corporation (NASDAQ:NVDA) is discussing a financing backstop that could change who bears the risk of OpenAI’s next infrastructure expansion.
The Market Thinks Texas Instruments (TXN) Is a Boring Analog Chipmaker; AI Data Centers Disagree
Arete Research, an independent research firm, has upgraded Texas Instruments Incorporated (NASDAQ:TXN) to Buy from Neutral and lifted its price target to $405 from $303.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Micron vs SanDisk: Which Chipmaker Stands Out After the Pullback
Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher.
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