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Arrowhead Pharmaceuticals Inc.
Is Washington Building a Tariff Wall Around American AI?
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Why TotalEnergies (TTE) Could Be a Strong Energy Stock to Buy
TotalEnergies (NYSE:TTE) continues to reinforce its position as one of the energy sector's most compelling investment opportunities.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Sandisk Corporation (SNDK) Rose on Stronger Pricing Dynamics
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
Fastly (FSLY) Fell as Growth Concerns Weakened Investor Conviction
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
Astera Labs (ALAB) Surged on Accelerating AI Infrastructure Spending
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
Jim Cramer Draws the Line on NVIDIA in China: Why National Security Comes First
On Tuesday, during Mad Money’s episode, host Jim Cramer strongly defended his commitment to major technology stocks by highlighting Apple Inc.
DigitalOcean Holdings (DOCN) Rose on Strong Execution and Improving Growth Expectations
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
Bloom Energy Corporation (BE) Rose on AI-Driven Power Demand
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
BWX Technologies (BWXT) Lagged Despite Strong Nuclear and Defense Growth Prospects
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here.
STARTRADER Introduces 24/7 US Stock CFDs Across NVIDIA, Apple, Meta, and Leading Global Equities
The 24/5 range spans technology, energy, healthcare, finance, and industrials, covering Boeing, SpaceX, Mastercard, and Palo Alto Networks across themes including defence modernisation, cybersecurity, ...
ANY: The Next Question Is Not Power — It Is Proof
Across digital infrastructure, the market has already shown what it is willing to reward. Hut 8 Corp.
CVS Health Corporation (CVS) Rose on Improving Execution and Payer Margin Outlook
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
MarketAxess Holdings (MKTX) Remains Attractive Despite Competition and Margin Concerns
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
IREN Limited (IREN) Lands $2.8 Billion in AI Contracts. Is This the Catalyst Its Stock Needed?
For a long time, IREN Limited (NASDAQ:IREN) was considered a Bitcoin mining operation company, but the company’s cloud approach and AI deals have successfully transitioned it into a vertically integrated...
What Makes KLA Corporation (KLAC) an Attractive Bet?
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Bristol Gate US Equity Strategy’s Q2 2026 Investor Letter
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”.
Jim Cramer Defends His Dell Stance as Investors Complain About Missing Out
Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories.
Investor’s Skepticism Weighed on MercadoLibre (MELI)
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
Tidewater (TDW) Slid Amid the U.S.–Iran ceasefire in June
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
Talen Energy (TLN) Gains from Current Electrification Trends
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
ICON Plc (ICLR) is Strengthening After Challenges
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
City Different Global Equity Strategies’ Q2 2026 Investor Letter
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies.
Should You Add KKR & Co.’s (KKR) to Your Portfolio?
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here.
What Makes Thermo Fisher Scientific (TMO) an Attractive Long-Term Bet?
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here.
Here are the Compelling Reasons to Own Visa (V)
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here.
Dodge & COX Stock Fund’s Q2 2026 Investor Letter
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. Despite volatile oil prices and rising inflation, U.S.
Why Supermicro Stock Is Surging Even as Revenue Falls Short
Super Micro Computer Inc. (NASDAQ:SMCI) gave investors conflicting figures in its Q4 preliminary update on July 21.
Here’s What Propelled AmpliTech Group (AMPG) Higher
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Fuels Credo Technology Group Holding Ltd’s (CRDO) Exceptional Return in Q2?
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Deep Sail Capital Partners’ Q2 2026 Investor Letter
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter.
Multiple Catalysts Spur Upslope Capital Management's Latest Buy: Magnum Ice Cream (MICC)
Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
AI Worries Weighed on Jack Henry (JKHY) in Q2
Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
AI Is Eating Big Tech’s Free Cash Flow: Why Microsoft and Oracle Face Different Risks
The AI boom is forcing some of technology’s biggest cash machines to behave more like utilities.
Upslope Capital Management’s Q2 2026 Investor Letter
Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter.
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