CleanSpark (CLSK) Soars on Fresh Multi-Billion AI Investments
CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence...
Insider Monkey Blog
Cipher Digital (CIFR) Surges 17% Ahead of Q2 Earnings; Hedge Fund Participation Jumps
Cipher Digital climbed by 16.97 percent on Monday to end at $20.54 apiece, as investors resorted to bargain-hunting after five days of declines, while starting to position portfolios...
Claude AI Sells Broadcom (AVGO) Stock
Broadcom (NASDAQ:AVGO) is one of the stocks Claude AI recently pulled the plug on. Claude's total return was about 20% since its first purchase in March.
Claude AI Says Michael Burry’s Micron (MU) Warning “Deserves Respect”
Michael Burry recently shorted Micron (NASDAQ:MU) and called it "cyclical like no other." His argument: the stock's rally reached historically extreme levels driven by fear of...
Claude AI Disagrees With President Trump on Eli Lilly (LLY)
President Donald Trump recently praised Eli Lily at a public event and called it "a great company” and highlighted its planned $3.5 billion investment for a manufacturing plant...
Kinross Gold (KGC): The One Stock Claude AI Wants When Everything Else Falls
Kinross Gold (NYSE:KGC) mines gold across the US, Canada, Brazil, Mauritania, and Chile, selling at spot prices. Its profits move directly with gold.
Archer Aviation (ACHR) Unveils Defense Aircraft Amid Geopolitical Tensions, Takes Off 19.6%
Archer Aviation ended three days of losses on Monday, jumping 19.59 percent to close at $5.31 apiece, as investors digested the rosy prospects for the company amid the successful...
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.
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...
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.
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.
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.
Jim Cramer Explains Why Wells Fargo Stock “Was a Steal” Despite a Price Target Cut
Wells Fargo & Company (NYSE:WFC) provides financial services, including banking, lending, investment, and wealth management solutions.
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...
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...
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 ...
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.
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.
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.
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...
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
NexGen Energy Ltd. (NXE) Fell Due to Risk-Off Sentiment in the Commodity Market
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Copper Price Rally Powers Hudbay Minerals (HBM) in Q2
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
James Hardie Industries plc (JHX) Recovered Following Easing Middle East Conflict and Strong Outlook
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
L1 Long Short Fund’s Q2 2026 Investor Letter
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter.
Do You Believe in the Upside Potential of Madison Air Solutions (MAIR)?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Multiple Headwinds Hurt Option Care Health (OPCH)
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
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