Does Palantir (PLTR) Have a Moat Strong Enough to Protect Its AI Dominance?
Palantir Technologies Inc. (NASDAQ:PLTR) has become one of the most closely watched AI software companies over the last few years. As a result, it is not exactly cheap.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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Sabater bought 350 Dycom Industries Inc shares at $280.62
Durable bought 150,000 Goosehead Insurance Inc. shares at $47.32
Nigro bought 2,500 Kestrel Group Ltd shares at $5.34
Grossman bought 5,102 Engene Therapeutics Inc. shares at $1.97
Ault bought 12,034 Universal Safety Products Inc. shares at $5.11
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Isq sold 24,194 Kinetik Holdings Inc. shares at $53.55
Isq sold 39,937 Kinetik Holdings Inc. shares at $53.72
Miller sold 1,000 Giftify Inc. shares at $1.00
Gershowitz sold 50,000 Marcus Corp shares at $27.61
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Micron (MU) Stock Looks Cheap. But Is AI Growth Already Priced In?
Micron Technology, Inc. (NASDAQ:MU) has been on a tear this year. The stock has surged by 250% since March 30 and is now valued well above a trillion dollars.
Mastercard’s Faster Services Growth Could Reshape its Rivalry with Visa
Ant International, Mastercard Incorporated (NYSE:MA), and Visa Inc. (NYSE:V) have announced a collaboration on a Know-Your-Agent (KYA) interoperability framework.
Can Uber's (UBER) Economic Moat Survive the Rise of Robotaxis?
Uber Technologies, Inc. (NYSE:UBER) has built one of the world's largest mobility marketplaces, connecting riders with drivers across billions of trips.
Could TotalEnergies (TTE)’ LNG Growth Give it an Edge Over ExxonMobil (XOM)?
TotalEnergies SE (NYSE:TTE) announced on September 7, 2026, that the 5.6 Mtpa Papua LNG project achieved critical commercial and contractual milestones toward a Final Investment Decision (FID).
Is Taiwan Semiconductor (TSM) Stock a Better Bet than ASML Holding (ASML) as Advanced Chipmaking Accelerates?
On September 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML Holding N.V.
GSK Bets on HUTCHMED to Expand its Multi-Billion-Dollar Oncology Opportunity
On September 3, HUTCHMED (China) Limited (NASDAQ:HCM) announced an exclusive global development and licensing agreement with GSK plc (NYSE:GSK) for HMPL-A830, targeting colorectal, pancreatic, and lung...
Is Meta's (META) Stock Still Cheap After Its AI-Fueled Rally?
Meta Platforms, Inc. (NASDAQ:META) has galloped over the last few weeks, jumping almost 40% since the end of July.
Will Vertiv Holdings (VRT)’s $1.45 Billion UIG Deal Accelerate its AI Infrastructure Growth?
On September 2, Vertiv Holdings Co (NYSE:VRT) agreed to acquire Utility Innovation Holdings, Inc. (operating as UtilityInnovation Group or UIG) for approximately $1.45 billion in cash at closing.
Could Medtronic (MDT)’s $700 Million Robotics Bet Unlock its Next Growth Engine?
On September 1, Medtronic plc (NYSE:MDT) announced a $700 million strategic partnership with Hong Kong-based Cornerstone Robotics, securing rights to distribute Cornerstone’s Sentire surgical system...
Could Lockheed Martin (LMT)’s Missile Defense Boom Give it an Edge Over General Dynamics (GD)?
On August 31, the Department of War (DoW) announced the signing of two seven-year framework agreements with General Dynamics Corporation (NYSE:GD)'s Ordnance and Tactical Systems (GD) and Lockheed Martin...
Shopify Opens Its Doors to Muse, Here’s Why Amazon Won’t
Shopify Inc. (NASDAQ:SHOP) has signed a deal to make eligible Shopify stores fully shoppable through Meta’s new AI agent Muse.
Could CrowdStrike (CRWD)’s Snowflake (SNOW) Partnership Unlock a New AI Growth Engine?
On August 31, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a major collaboration with Snowflake Inc. (NYSE:SNOW) to bring its AI-native Falcon platform to the Snowflake Marketplace.
Micron vs. Sandisk: Which AI Memory Stock Is the Better Buy?
Micron Technology, Inc. (NASDAQ:MU) and Sandisk Corporation (NASDAQ:SNDK) have produced two of the strongest rallies in the AI infrastructure trade, yet neither looks expensive on headline earnings.
Could Eaton Corporation (ETN)’s $242 Million Expansion Power its Next Data Center Growth Phase?
On September 2, Eaton Corporation plc (NYSE:ETN) announced a $242 million investment to expand its U.S. manufacturing footprint with a 1-million-square-foot facility in North Little Rock, Arkansas.
Could a New Vaccine Formula XFG Give Pfizer (PFE) and BioNTech (BNTX) a Post-Pandemic Revenue Boost?
Pfizer Inc. (NYSE:PFE) and BioNTech SE (NASDAQ:BNTX) announced on August 27 that the U.S.
Can Microsoft (MSFT) Sustain its Recurring Cash Flows, Growing Payouts, and Azure Momentum?
A strong track record of payouts leads a compelling case for Microsoft (NASDAQ:MSFT).
Could Albany International (AIN)’s The Boeing (BA) Deal Strengthen its Aerospace Growth Story?
Albany International Corp (NYSE:AIN) segment Albany Engineered Composites reached an agreement with The Boeing Company (NYSE:BA) to extend component manufacturing for the 787 Dreamliner.
Beyond Rides: How Uber Technologies (UBER) Is Building a Global Delivery and AV Powerhouse?
Long-term case for Uber Technologies Inc. (NYSE:UBER) expands beyond its ride-hailing solutions, as the management remains focused on an autonomous vehicle strategy.
Amazon Faces Another Worker Lawsuit. Is Employment Scrutiny Becoming an Investor Risk?
Amazon.com, Inc. (NASDAQ:AMZN) is no stranger to disputes over its massive workforce.
Can Stellantis (STLA) Turn Around Quality Concerns While Betting on EREVs?
Stellantis N.V. (NYSE:STLA) has spiked investor attention through some recent developments. As the company prepares to launch extended-range electric vehicles (EREVs) across the U.S.
Boeing’s Deliveries are at an 8-Year High. Is its Production Recovery Taking Hold?
Boeing (NYSE:BA) delivered fewer aircraft in August than it did a year earlier, but that headline misses the more interesting number for investors.
What AeroVironment’s (AVAV) $464.8 Million Laser Contract Means for Its Defense Growth Outlook
Enduring High Energy Laser (E-HEL) contract awarded by the U.S. Army represents a landmark development for AeroVironment Inc. (NASDAQ:AVAV).
GE Aerospace is Spending $11.75 Billion to Fix a Supply-Chain Bottleneck. Will it Pay Off?
GE Aerospace (NYSE:GE) has plenty of demand. Getting enough engines and parts out the door has been the harder part.
Another NATS Outage Hit UK Flights. Why Ryanair and Wizz Air Investors Should Care
Technical problems with Britain’s air traffic control system are becoming a recurring frustration for European airlines.
Inhibrx’s Cancer Drug Nearly Doubled Response Rate, So Why Did the Stock Fall?
Inhibrx Biosciences, Inc. (NASDAQ:INBX) delivered the kind of clinical update that would normally be expected to get investors’ attention.
Failure of Novartis' Pelacarsen Could Reshape the Lp(a) Race for CRISPR and Ionis
Novartis AG’s (NYSE:NVS) Phase 3 Lp(a)HORIZON setback carries implications beyond the Swiss drugmaker.
Haleon is Buying Better Shelf Space, Can the Visibility Help it Against Procter & Gamble and Colgate-Palmolive?
Haleon plc (NYSE:HLN) is trying to win the US consumer-health market one shelf at a time. The Sensodyne and Advil owner has secured more prominent positions at Walmart Inc.
Titiminas Silver Reports Results from Twelve Additional Packsack Drill Holes at Madre Sierra Norte and Madre Sierra, Expanding High-Grade Silver Mineralization Across Multiple Vein Structures
LIMA, Peru, September 24th, 2026, FinanceWire Twelve drill holes completed between August and September 15, 2026, intersected mineralized structures in every hole, including a 1.00 m (true width) interval...
Bloom Energy Corporation (BE): A Critical Player in AI Buildout
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here.
Tran Capital Management Midcap Equity Strategy’s Q2 2026 Investor Letter
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”.
ZenaTech’s ZenaDrone Advances Defense-Focused Quantum Navigation System for GPS-Denied Operations to Drone Testing Phase
VANCOUVER, British Columbia, September 24th, 2026, FinanceWire ZenaTech, Inc.
BaazEX Enters the Asian Trading Market With a New Approach to Online Forex Trading.
Victoria, Seychelles, September 23rd, 2026, FinanceWire Baazex Expands Its Presence in Asian Trading Markets with a Clearer Approach to Online Forex Trading.
Forex Expo Dubai 2026 Breaks Guinness World Record Again With 23,816 Attendees
Dubai, UAE, September 24th, 2026, FinanceWire A record-breaking turnout highlights the strength of Dubai’s forex and online trading community amid regional uncertainty.
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