AI-Fueled Demand Signals a Bigger Opportunity for Bloom Energy (BE) Investors
According to Goldman Sachs projections, U.S. data center power demand could more than double from 31 gigawatts in 2025 to 66 gigawatts by 2027.
Reddit (RDDT): A Buy Ahead Of Earnings, Or Is The Selloff Justified?
Reddit reports second-quarter earnings this Thursday, July 30. Heading into the print, the stock is down about 27% year-to-date, and most of that damage came from one story.
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Kilpin sold 10,000 Hasbro Inc. shares at $92.00
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This is What Rising Defense Spending means for Northrop Grumman Corp (NOC)
Northrop Grumman Corp (NYSE:NOC)'s leadership in military aviation received another boost after the U.S. Navy awarded the company a $1.2 billion contract.
Anthropic's IPO Could Be a $240 Billion Moment for Amazon (AMZN)
The AI IPO wave of 2026 continues to produce outsized winners among the corporations that backed it, instead of just those going public.
TotalEnergies (TTE) Posts A War-Driven Earnings Surge, But The Real Test Is What Happens To LNG Once It Fades
The gain traced almost entirely to the Iran war, as Hormuz disruption pushed crude and gas prices to multi-year highs and lifted European refining margins while Middle East capacity stayed offline.
Why AMD (AMD) and Core Scientific (CORZ) Are Pairing AI Chips With Up to 2.5 Gigawatts
Advanced Micro Devices, Inc. (NASDAQ:AMD) and Core Scientific, Inc. (NASDAQ:CORZ) announced an infrastructure partnership on July 28 that starts with more than 500 megawatts of U.S.
Why Wall Street Is Split on Phillips 66 (PSX) Even as Its Numbers Improve
The energy sector in 2026 is experiencing a split-margin scenario that few investors are pricing cleanly.
Caterpillar Trades at 3x Its Historical Multiple — Michael Burry Is Betting Against It
AI data centers are putting pressure on the US electrical grid in ways that did not seem possible just a few years ago, and that strain is a direct benefit to heavy equipment manufacturers, not just chipmakers...
Corning (GLW) Crashed 20% Despite 32% Optical Growth. Should Coherent (COHR) Investors Worry?
Corning Incorporated (NYSE:GLW) delivered rapid optical growth on July 28, then suffered a share-price decline of more than 20% after its guidance fell short of elevated expectations. Coherent Corp.
Moderna Stock Has Doubled in 2026, But Wall Street Still Isn't Convinced
The year 2026 has turned into a pivotal year for the biotech capital markets.
Why Ericsson's Worst Day in Three Years Wasn't About This Quarter's Numbers
The AI buildout has resulted in an unanticipated casualty distant from Silicon Valley: telecom equipment manufacturers, who now compete with hyperscalers for the same memory chips.
Exxon Mobil (XOM): President Trump's Top Energy Stock Pick?
ExxonMobil (NYSE:XOM) is one of the top energy names in President Donald Trump's financial disclosures from earlier this year. The stock is up about 27% so far this year.
Reddit's Self-Service Ad Push Could Matter More Than Its Headline Growth Numbers
Digital advertising spending in 2026 is expected to expand unevenly.
First Horizon (FHN): 20% Earnings Growth Backs Cramer's Buy Call, But the Stock Is No Longer Cheap
Regional banks have spent 2026 rebuilding the credibility they lost in 2023, when panicked customers withdrew large sums of money.
Brown-Forman Corporation: Sazerac’s $32 Cash Bid Rebuffed as Dual-Class Control Shields Valuation Disconnect
The global spirits sector is undergoing a phase of aggressive structural consolidation, as evidenced by Sazerac Company's ambitious bid to merge with Brown-Forman Corporation (NYSE:BF-B).
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Marsh & McLennan (MRSH) Reinvents Operations with AI Productivity Push
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here.
ICON Public Limited Company (ICLR) Surges on Net Book-to-Bill Strength
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here.
Keurig Dr Pepper (KDP) Pops on Strong Beverage Sales
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here.
Harris Oakmark U.S. Concentrated Strategy’s Q2 2026 Investor Letter
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”.
Strong Fundamentals Keep Loar Holdings (LOAR) Flying High
Wasatch Global Investors, an asset management company, released its “Select Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
RBC Bearings (RBC) Rolls Ahead on Aerospace Strength
Wasatch Global Investors, an asset management company, released its “Select Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Private Credit Worries Weigh on Hamilton Lane (HLNE)
Wasatch Global Investors, an asset management company, released its “Select Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Wasatch Global Select Strategy’s Q2 2026 Investor Letter
Wasatch Global Investors, an asset management company, released its “Select Strategy” Q2 2026 investor letter.
Caterpillar (CAT) Shrugs Off Tariff Hit as Demand 'Heats Up'
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”. A copy of the letter can be downloaded here.
Zoetis (ZTS) Slid on Weak Response to Great Ideas
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”. A copy of the letter can be downloaded here.
Birkenstock Holding plc (BIRK) Walks Tall on Margins
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”. A copy of the letter can be downloaded here.
Platinum International Brands Fund’s Q2 2026 Investor Letter
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”.
MarineMax (HZO): Ace River Exit Driven by Opportunity Cost, Not Fundamentals
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is RCI Hospitality Holdings (RICK) a Mispriced Opportunity?
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Meta (META), BlackRock (BLK) Form $14 Billion AI Data Center Venture—Can It Ease the Cost of Meta’s AI Buildout?
Wall Street is taking center stage in financing the AI buildout. On July 28, Meta Platforms, Inc. (NASDAQ: META) and asset manager BlackRock, Inc.
What Makes Vox Royalty Corp. (VOXR) an Attractive Long-Term Compounder?
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Ace River Capital’s Q2 2026 Investor Letter
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter.
CrowdStrike (CRWD) Rides the AI Threat Wave, But Can It Lead the Pack?
AI is now greatly advancing both sides of the cybersecurity war, with data increasingly favoring attackers.
Why China’s DUV Push Hit ASML (ASML) and Micron (MU) for Different Reasons
China has started producing domestic immersion deep-ultraviolet lithography tools, Reuters reported on July 28.
argenx Bets $2.2 Billion on a Vitiligo Breakthrough: What the Forte Biosciences Deal Means for Both Stocks
The biopharma sector is in the middle of a transformation in which macroeconomic pressures and policy developments actively dictate corporate dealmaking.
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