Is Taiwan Semiconductor Manufacturing (TSM) One of the Top AI Stocks to Buy According to Philippe Laffont?
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the top AI stocks to buy, according to billionaire Philippe Laffont.
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American Express (AXP): An Analysis of The Role of AI and Payment Systems
Bretton Capital Management, an investment management company, released the “Bretton Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Bretton Fund’s Q1 2026 Investor Letter
Bretton Capital Management, an investment management company, released the “Bretton Fund” first-quarter 2026 investor letter.
Exceptional Momentum Powers Taiwan Semiconductor Manufacturing’s (TSM) Rally
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
KKR & Co. (KKR) Fell 27% Despite a Strong Recovery in March
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
Applied Materials (AMAT) Advanced 33% in Q1
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
Netflix (NFLX) Gained From Multiple Tailwinds
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
What Makes Lockheed Martin Corporation (LMT) a Powerful Investment Right Now?
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
Is ServiceNow (NOW) Turning AI Disruption to Expansion?
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
Pinterest (PINS) Fell 40% in Q1
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
Here’s Why Shopify (SHOP) is Struggling
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
Eli Lilly and Company (LLY) Fell on Regulatory And Pricing Policy Challenges
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
Is Costco Wholesale Corporation (COST) a Durable Long-Term Compounder?
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
RiverPark Large Growth Fund’s Q1 2026 Investor Letter
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
Costco Wholesale Corporation (COST) Benefits from Investors’ Focus on Resilient Businesses
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available...
Should You Consider Selling Veralto Corp (VLTO)?
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available...
Hilton Worldwide Holdings (HLT) Jumped on Robust Results and Improved Guidance
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available...
Strong Results Lifted Trane Technologies (TT) in Q1
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available...
Demand Uptick Lifted Generac Holdings (GNRC)
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available...
Here’s Why The Fund Chose to Exit The Trade Desk (TTD)
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available...
Truist Raises its Price Target on Cummins (CMI)
On July 2, 2026, Truist raised the firm’s price target on Cummins Inc. (NYSE:CMI) to $901 from $815 and kept a Buy rating on the shares.
Here’s Why HP (HPE) is Among the 15 Best Data Center Stocks to Buy and Hold for the Next Decade
On July 1, 2026, ScanSource (SCSC) announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE), including HPE Juniper Networking.
Truist Keeps Buy Rating on AECOM (ACM)
On July 2, 2026, Truist lowered the firm’s price target on AECOM (NYSE:ACM) to $102 from $109 and kept a Buy rating on the shares.
Jacobs Solutions (J) Selected for 288MW Palmer Wind Farm Project
On July 2, 2026, Jacobs Solutions Inc. (NYSE:J) was selected by Tilt Renewables as Owner’s Engineer for its 288-megawatt Palmer Wind Farm near Adelaide, South Australia.
Truist Raises its Price Target on MasTec (MTZ)
On July 2, 2026, Truist raised the firm’s price target on MasTec, Inc. (NYSE:MTZ) to $550 from $518 and kept a Buy rating on the shares.
JPMorgan Upgrades Primoris Services (PRIM) to Overweight
On June 29, 2026, JPMorgan analyst Mark Strouse upgraded Primoris Services Corporation (NYSE:PRIM) to Overweight from Neutral with a price target of $116, up from $105.
Tetra Tech (TTEK) Wins $49M U.S. Army Corps Contract
On June 25, 2026, Tetra Tech, Inc. (NASDAQ:TTEK) announced that the U.S. Army Corps of Engineers Mobile District selected the company for a $49M multiple-award contract.
Goldman Sachs Removes nVent Electric (NVT) from US Conviction List
On June 10, Bernstein initiated coverage of nVent Electric with an Outperform rating and $218 price target.
Truist Raises its Price Target on SPX Technologies (SPXC)
On July 2, 2026, Truist raised the firm’s price target on SPX Technologies, Inc. (NYSE:SPXC) to $295 from $261 previously and kept a Buy rating on the shares.
Is Digital Realty (DLR) the Best Data Center Stock to Buy and Hold for the Next Decade?
On June 30, 2026, Digital Realty Trust, Inc.
Truist Raises its Price Target on Parker-Hannifin (PH)
On July 2, 2026, Truist analyst Jamie Cook raised the firm’s price target on Parker-Hannifin Corporation (NYSE:PH) to $1,269 from $1,147 and kept a Buy rating on the shares.
Barclays Raises its Price Target on Legence (LGN)
On June 22, 2026, Barclays raised the firm’s price target on Legence Corp. (NASDAQ:LGN) to $80 from $60 and kept an Equal Weight rating on the shares.
Stifel Raises its Price Target on Power Integrations (POWI)
On June 24, 2026, Stifel raised the firm’s price target on Power Integrations, Inc. (NASDAQ:POWI) to $95 from $82 and kept a Buy rating on the shares.
AXT (AXTI) Appoints Tracy Liu to Board of Director
On June 23, 2026, AXT, Inc. (NASDAQ:AXTI) announced that Tracy Liu was appointed to its Board of Directors, effective June 17, 2026.
Comfort Systems (FIX): The Best Data Center Stock to Buy and Hold for the Next Decade
On June 23, Comfort Systems USA, Inc. (NYSE:FIX) announced that Craig Sasser, currently Regional Vice President, Atlantic Region, will be appointed COO, effective July 1.
SailPoint (SAIL) Backs Q2 Guidance at Investor Day
On June 17, 2026, SailPoint, Inc. (NASDAQ:SAIL) backed its Q2 adjusted EPS guidance of 7c-8c, compared with the consensus of 8c.
UBS Raises its Price Target on JFrog (FROG)
On July 2, 2026, UBS analyst Radi Sultan raised the firm’s price target on JFrog Ltd. (NASDAQ:FROG) to $110 from $92 and kept a Buy rating on the shares.
Is Cloudflare (NET) the Best High Growth Cybersecurity Stock to Buy Now?
On July 1, 2026, Cloudflare, Inc.
Here’s Why Palo Alto (PANW) is Among the 8 High Growth Cybersecurity Stocks to Buy Now
Also on July 1, BTIG raised the firm’s price target on Palo Alto Networks to $380 from $333, kept a Buy rating on the shares, and reiterated Palo Alto as the “top pick” ...
WidePoint (WYY) Says ITMS Command Center Deployment Remains on Schedule
On June 30, 2026, WidePoint Corporation (NYSE American:WYY) said deployment of its previously announced FedRAMP Authorized ITMS™ Command Center Platform for a leading U.S.
Castellum (CTM) Subsidiary Wins $4M U.S. Navy Modernization Subcontract
On June 24, 2026, Castellum, Inc.
Citi Raises its Price Target on V2X (VVX)
On July 1, 2026, Citi raised the firm’s price target on V2X, Inc. (NYSE:VVX) to $75 from $72 and kept a Neutral rating on the shares.
Datadog (DDOG): The Best High Growth Cybersecurity Stock to Buy Now
On July 1, 2026, Datadog, Inc. (NASDAQ: DDOG) announced the acquisition of Adaptive ML.
Cantor Fitzgerald Raises its Price Target on KLA (KLAC)
On June 29, 2026, Cantor Fitzgerald raised its price target on KLA Corporation (NASDAQ:KLAC) to $325 from $250 and kept an Overweight rating.
Here’s Why Vertiv (VRT) is Among the 10 Best Pick and Shovel AI Stocks to Invest In
On July 1, 2026, Vertiv Holdings Co (NYSE:VRT) announced the opening of its manufacturing facility in Johor, Malaysia, expanding its manufacturing footprint to support demand ...
Ciena (CIEN) Names New Supply Chain and Product Technology Chiefs
On June 22, 2026, Ciena Corporation (NYSE:CIEN) announced the appointment of Grant Hoffman as Chief Supply Chain Officer and the transition of Brodie Gage to Chief Product and...
Barclays Raises its Price Target on Equinix (EQIX)
On July 1, 2026, Barclays raised its price target on Equinix, Inc. (NASDAQ:EQIX) to $1,130 from $1,109 and kept an Equal Weight rating.
Is Seagate (STX) the Best Pick and Shovel AI Stock to Invest In?
On July 1, 2026, BofA analyst Wamsi Mohan raised the firm’s price target on Seagate Technology Holdings plc (NASDAQ:STX) to $1,150 from $1,000 and kept a Buy rating.
Barclays Raises its Price Target on Digital Realty (DLR)
On July 1, 2026, Barclays raised its price target on Digital Realty Trust, Inc. (NYSE:DLR) to $197 from $189 and kept an Equal Weight rating.
Barclays Raises its Price Target on Iron Mountain (IRM)
On July 1, 2026, Barclays analyst Brendan Lynch raised the firm’s price target on Iron Mountain Incorporated (NYSE:IRM) to $143 from $127 and kept an Overweight rating.
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