Should You Buy ServiceNow (NOW) Before Earnings?
ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS. But Reddit value investors think this is exactly the setup Peter Lynch loved.
Claude AI Says Market is Ignoring Ardelyx (ARDX) Growth Catalysts
Ardelyx, Inc (NASDAQ:ARDX) is a biotech company. It makes drugs for gut and kidney conditions.
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Why Nvidia Stock is Flat Since November Despite Tripling Its Net Income
In the past few years, NVIDIA Corporation (NASDAQ:NVDA) has been one of the most-covered stocks in the media as analysts and experts give their take on the undisputed engine of the AI revolution.
Is ASML Extremely Overvalued or a Bargain at 45x Forward Earnings?
In recent years, ASML Holding N.V.
Is Magnite (MGNI) Undervalued? Claude AI Says Yes
Note: The stocks mentioned in this article were selected from “The Claude Portfolio” account on X, which is associated with Autopilot.
Claude AI Says Zeta Global (ZETA) Is a Better Buy Than Microsoft (MSFT)
Zeta Global Holdings (NASDAQ:ZETA) is one of the top picks of Claude AI.
Kimi K3 Hit a GPU Wall. Why Nvidia and Microsoft May Be the Real Winners
Moonshot AI introduced Kimi K3 on July 17 as fresh "evidence" that Chinese developers could approach the AI frontier at lower advertised prices.
AMC Entertainment (AMC) Rockets 25.8% on Record Revenue in 106-Year History
AMC Entertainment saw its share price climb by as much as 25.77 percent during intra-day trading on Monday at $2.44 apiece, after the theater giant posted its highest quarterly revenue in its 106-year...
Pinterest, Inc. (PINS) Keeps Winning on Engagement. Why Is Its Valuation Still Sliding?
In the social media space, Pinterest, Inc. (NYSE:PINS) has remained one of the key players, demonstrating strong user growth and engagement enhancements.
Broadcom's AI Mix Shift: How AVGO's Booming AI Chip Business Changes the Investment Thesis
The AI sell-off extended on Friday and affected stock markets around the world. Oil prices remained volatile amid the U.S.-Iran tensions.
Is Intel (INTC) Stock a Buy Before Q2 Earnings?
The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures...
From Gold to Bitcoin: How Crypto Exchanges Are Reshaping Global Macro Investing
The Deutsche Bank Research Institute documents a stark macro backdrop in its April 2026 paper, noting the US dollar share of global central bank reserves has fallen from over 60% at its peak to approximately...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Rewey Asset Management's Q2 2026 Investor Letter
Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026.
RS Large Cap Value Strategy's Q2 2026 Investor Letter
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter.
The St. Joe (JOE) Positions to Benefit from Land Appreciation and Population Migration
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. A copy of the letter can be downloaded here.
Should You Be Bullish on Universal Technical Institute (UTI)?
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. A copy of the letter can be downloaded here.
Will Lincoln Educational Services (LINC) Benefit from Reskilling Amid AI Adoption?
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. A copy of the letter can be downloaded here.
Excent Capital Partners With BridgeWise to Bring AI-Powered Market Analysis to All Traders
Excent Capital, the global multi-asset regulated trading platform that builds and owns its technology, announces a strategic partnership with BridgeWise, a global leader in artificial intelligence for...
Praetorian Capital’s Q2 2026 Investor Letter
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Jumped as Market Favored AI Capex Winners
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes AerCap Holdings N.V. (AER) a High-Quality Compounder?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
L1 Capital International Sees Intuit’s (INTU) Decline as Market’s Overreaction
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Intercontinental Exchange (ICE) Trading at a Compelling Valuation?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why You Should Be Optimistic in Amazon.com’s (AMZN) Outlook?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Nvidia (NVDA) Strengthens with Improving AI Capabilities and Stronger Capital Expenditure
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why This Fund Sold Salesforce (CRM) in Q2
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why This Fund Divested CDW Corporation (CDW)
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Jacob Andreou: “Microsoft (MSFT) Needs to Lift Its Game and Execute Better to Clear the Higher Bar"
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
L1 Capital International’s Q2 2026 Investor Letter
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter.
Investors' Concerns Hurt Insmed Incorporated (INSM) Despite Better-Than-Expected Results
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
GFL Environmental (GFL) Slid Following the Deal Reveal
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Longer-Term Opportunity Overshadows Karman Holdings’ (KRMN) Near-Term Concerns
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alger Mid Cap Focus Fund’s Q2 2026 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter.
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