Nvidia Just Paused Part of Its AI Financing Machine. The Timing Is Awkward
NVIDIA Corporation (NASDAQ:NVDA) just delivered another monster quarter, then immediately gave investors a reason to revisit one of the ugliest questions around the AI boom.
Crushing Wall Street: Stocks Beating Analyst Estimates
The second quarter earnings season is beginning to wind down and is shaping up to be another strong quarter in terms of growth.
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This Bitcoin Miner Says It Has $4 Billion of Contracted AI ARR. One Analyst Thinks It Can More Than Double
IREN Limited (NASDAQ:IREN) told investors on August 27 that its 2026 AI capacity is largely sold out and carries about $4 billion of contracted annualized run-rate revenue.
The Canary in Foot Locker's Coalmine: DICK'S Guidance Cut Drags NIKE Down With It
On August 25, DICK’S Sporting Goods, Inc. (NYSE:DKS) not only missed Wall Street numbers, but also sent a warning signal to NIKE, Inc. (NYSE:NKE), the brand on which it relies the most.
Jim Cramer Tells Mad Money Caller Why Netflix (NFLX) Is Worth a Moderate Buy
Voicing frustration on the August 27 episode of Mad Money over leadership missteps like the botched buyout attempt in February and Reed Hastings stepping down, a caller asked if they should hold, add ...
Jim Cramer Notes Abercrombie & Fitch (ANF) is a Buy on a Pullback After Earnings Surge
Abercrombie & Fitch Co. (NYSE:ANF) delivered a powerful second quarter, which led to a nearly 36% one-day gain in its shares and a sharply higher full-year outlook.
Spyre (SYRE) Fell 13% on Its Weakest Program. Its Best One Just Worked
Spyre Therapeutics, Inc. (NASDAQ:SYRE) fell 13% to $94 on August 26, 2026, but the sell-off sharply overreacted to the underlying data.
The PayPal (PYPL) Buyout Is No More. Now Investors Have to Decide if the Business Is Worth It.
On August 28, 2026, Advent International and Stripe ended their roughly $53 billion pursuit of PayPal Holdings, Inc. (NASDAQ:PYPL) after failing to agree on a purchase price.
Kaiser Aluminum Has Pulled Back. UBS Sees an Attractive Entry Point
Kaiser Aluminum Corporation (NASDAQ:KALU) has pulled back sharply from its recent highs, but UBS sees the weakness as a buying opportunity.
SPGI Yields Around 1%. Is Its Dividend Growth Worth the Low Starting Yield?
S&P Global Inc. (NYSE:SPGI) is not a stock that investors typically buy for its dividend yield. At around 1%, the current income is fairly small.
Why P&G's 3% Yield Could Matter More to Long-Term Dividend Investors
The Procter & Gamble Company (NYSE:PG) remains one of the most established dividend-growth companies in the market.
Nordson (NDSN) Raises Dividend 15%: The Case for this Underrated Dividend Stock
Nordson Corporation (NASDAQ:NDSN) could be one of the more underrated dividend-growth stocks in the industrial sector.
Trump Says Exxon Will Enter Venezuela as Oil Investment Ramps Up
President Donald Trump said ExxonMobil Holdings Corporation (NYSE:XOM) is among the major oil companies preparing to enter Venezuela, signaling a potential reversal of Exxon’s nearly two-decade absence...
The Dividend King Investors May Have Overlooked
The Marzetti Company (NASDAQ:MZTI) is an interesting dividend story precisely because it is easy to overlook.
Genuine Parts (GPC): A Dividend King Worth Watching
Genuine Parts Company (NYSE:GPC) has increased its dividend for 70 consecutive years, placing it among the longest-running dividend growth records in the market.
FTC Lawsuit Puts Amazon’s (AMZN) High-Margin Advertising Business in Focus
The U.S. Federal Trade Commission, joined by 22 states, has sued Amazon.com, Inc.
Hims & Hers’ Australia Expansion Adds Growth, But Execution Will Be Key
Hims & Hers Health, Inc. (NYSE:HIMS) has entered Australia, marking its first expansion into the Asia-Pacific market.
Cheniere Energy: Corpus Christi Expansion Strengthens Its LNG Growth Outlook
Cheniere Energy, Inc. (NYSE:LNG) is substantially completing the Corpus Christi Stage 3 expansion, with contractor Bechtel handing over the seventh and final liquefaction train.
Venezuela's Energy Reopening Could Benefit Chevron (CVX) and GE Vernova (GEV), But Risks Remain
Chevron Corporation (NYSE:CVX), GE Vernova Inc.
Deere (DE): Baird Sees Upside as Agricultural Recovery Approaches
On August 31, Baird upgraded Deere & Company (NYSE:DE) to Outperform from Neutral and raised its price target to $800 from $640, implying meaningful upside from the share price cited in the report.
Eli Lilly (LLY) Makes a $2.88 Billion Autoimmune Bet. What Could Go Right or Wrong?
Eli Lilly and Company (NYSE:LLY) has agreed to acquire privately held Merida Biosciences for up to $2.875 billion in cash, including an upfront payment and milestone-based payments.
ONEOK (OKE) Doubles Down on the Permian with $4.43 Billion Brazos Acquisition
ONEOK, Inc. (NYSE:OKE) has agreed to acquire Brazos Midstream’s Permian Midland Basin natural-gas gathering and processing assets for $4.425 billion in cash.
Aon (AON) Bets $17 Billion on USI in Major Insurance Brokerage Deal
Aon plc (NYSE:AON) has agreed to acquire USI Insurance Services from KKR and other shareholders for $17 billion in cash, making it one of the largest insurance-brokerage acquisitions in recent years.
Nvidia (NVDA) Invests $3.5 Billion in MediaTek. Is This the Next Leg of Its AI Growth?
NVIDIA Corporation (NASDAQ:NVDA) is investing $3.5 billion in Taiwan-based MediaTek through convertible bonds, taking an existing AI partnership a step further.
Elastic (ESTC) Finally Delivered After Years of Head-Fakes — and Wall Street Still Can't Agree It Lasts
Elastic N.V. (NYSE:ESTC) frequently curbed its previous rallies with conservative guidance.
First Solar (FSLR) Sold Off After the Tariffs. It’s the Solar Stock Built to Benefit From Them
Washington announced Section 232 solar tariffs on August 6, 2026, setting a $0.38-per-watt minimum import price on finished modules and a 15% tariff on certain polysilicon derivatives, effective December...
Best Buy's (BBY) Turnaround Gains Steam As Leadership Changes Hands
Best Buy (NYSE:BBY) delivered a quarter that turns skeptics into second-guessers.
SentinelOne (S) Rides an AI Security Boom to Record Operating Margins
On August 27, SentinelOne (NYSE:S) posted the kind of quarter that makes a growth stock look like it's maturing into a profit machine.
Malibu Boats (MBUU) Rides A Saxdor Wave Into A Choppier Market
On August 27, Malibu Boats (NASDAQ:MBUU) posted the kind of quarter that makes a rough industry stretch look like a distant memory.
Adobe (ADBE) Bets Big On Saudi Arabia While Wall Street Hesitates
On August 31, Adobe (NASDAQ:ADBE) committed more than $4 billion to giving away its AI tools.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
The Gabelli International Small Cap Fund's Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "International Small Cap Fund” second-quarter 2026 investor letter.
The Gabelli Equity Income Fund's Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. The Fund highlighted a strong rebound in U.S.
The Gabelli ABC Fund's Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "ABC Fund” second-quarter 2026 investor letter.
Digi International (DGII) Surged on AI and Automation Demand
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
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