The Williams Companies (WMB) Loses NESE Water Permit. Can it Preserve a Q4 2027 Start?
The Williams Companies, Inc.
Insider Monkey Blog
Circle Agrees to Buy Tazapay. Can Over $25B in Annualized Payment Volume Improve USDC Monetization?
Circle Internet Group, Inc.
CareTrust REIT’s (CTRE) $400M Bet Extends A Record Year
On September 15, CareTrust REIT (NYSE:CTRE) announced it had closed on a $400 million skilled nursing portfolio in the Southwest, effective September 1, and unveiled a reloaded...
Aptiv (APTV) Turns Chip Partnerships Into A Physical AI Bet
On August 25, Aptiv (NYSE:APTV) said it will support NVIDIA's newly announced Jetson Orin Nano 2 processor, extending a partnership that already covers the more powerful Jetson...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Elastic (ESTC) Bets Big On AI Search With New Database
On September 11, Elastic (NYSE:ESTC) rolled out Elasticsearch Vector Database, a new serverless offering the company says lets developers ship large-scale vector search and AI...
Westlake’s (WLK) Second Quarter Turned Two Straight Losses Into Profit
On August 4, Westlake Corporation (NYSE:WLK) reported second-quarter results that erased two consecutive quarterly losses in a single swing.
Kinetik’s (KNTK) Record Quarter Sets Up A Bigger 2027 Bet
On August 5, Kinetik Holdings Inc. (NYSE:KNTK) reported the strongest quarterly results in company history and raised its full-year 2026 guidance.
Radiant Logistics (RLGT) Bets $100M On A Freight Rebound
On September 14, Radiant Logistics (NYSEAMERICAN:RLGT) held its fourth fiscal quarter earnings call, and the headline numbers landed harder than a typical logistics update.
Alluvium Raised Its McKesson (MCK) Stake as Long-Term Growth Expectations Remain Strong
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Here’s Why This Fund Sold Brown & Brown (BRO)
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
SandiskCorp. (SNDK): AI Boom Fuels Attractive Storage Market Opportunity
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
US Politicians Are Buying These Two Stocks
An analysis of recent filings from American politicians shows that Accenture (NYSE: ACN) and Boston Scientific (NYSE: BSX) saw an uptick in purchases from notable politicians.
Dave & Buster’s (PLAY) Bets On New Leaders To Reverse Its Slide
On September 14, Dave & Buster's Entertainment (NASDAQ:PLAY) reported second-quarter fiscal 2026 results that read like two different companies at once.
Comfort Systems USA (FIX) Positioned to Benefit from Accelerated AI Investment
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
The Fund Exited Insmed (INSM) After the Investment Thesis Played Out
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
Revolution Medicines’ (RVMD) Promising Clinical Results Signal Potential Paradigm Shift
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
Billionaire Ray Dalio’s Bridgewater’s and Cathie Wood’s ARK Portfolios: 2 Stocks They Both Own
Billionaire Ray Dalio’s Bridgewater Associates and Cathie Wood’s ARK Invest follow sharply different investment philosophies.
Medline (MDLN) Slips Amid Broader MedTech Weakness
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
How Lumentum Holdings (LITE) Powers the Next Generation of AI Data Demand
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
Brad Gerstner Says Latest ‘Negativity’ Around AI is ‘Political Agenda’; See His 2 New AI Stock Picks
AI investors are weighing warnings from technology executives about the safety risks posed by the rapid advancement of artificial intelligence.
American Battery Technology (ABAT) Turns A Profit, But Faces A New Export Threat
On September 14, American Battery Technology Company (NASDAQ:ABAT) held its fiscal year 2026 earnings call, and for once the numbers matched the ambition.
Coda Octopus (CODA) Just Posted A First-Ever Profit Milestone
On September 14, Coda Octopus Group (NASDAQ:CODA) reported third-quarter fiscal 2026 results that quietly crossed a threshold the company had never reached in its public history...
Billionaire Ray Dalio’s Bridgewater’s 2 Non-AI Stock Picks
Billionaire Ray Dalio's Bridgewater Associates has disclosed several new picks in its Q2 filings.
Ray Dalio’s Fund Was Buying These 2 AI Stocks
Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays.
IR-MED and Dice Technologies Announce collaboration to Evaluate and Advance Pressure-Injury Prevention Platform in Japan
Rosh Pinna, Israel, September 16th, 2026, FinanceWire Letter of Intent (“LOI”) signed to cooperate in the evaluation, research support, localization, commercialization preparation...
Here’s What Dragged Netflix (NFLX) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
AI and Next-Gen Sequencing Strengthens Twist Bioscience Corp. (TWST)
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
Parnassus Growth Equity Fund’s Q2 2026 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
Charter Communications (CHTR): Cox Merger and Wireless Growth Signal Stronger Future Ahead
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
Investor Fears of AI Disintermediation Weigh on Accenture (ACN) Stock
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
Jim Cramer Says Brinker (EAT) “Never Fails to Wow Me”
On the September 11 episode of Mad Money, Jim Cramer expressed strong optimism for Brinker International, Inc.
CoStar (CSGP): Residential Strategy Unchanged Despite Persistent Market Skepticism
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
The Bull Case for Netflix’s (NFLX) New Growth Engine
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
What Makes Mettler-Toledo International (MTD) an Attractive Bet?
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
Weitz Multi Cap Equity Fund’s Q2 2026 Investor Letter
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
Real REMAX Group (REAX) Stock Weakness Reflects Fears of AI-Driven Market Changes
Wasatch Global Investors, an asset management company, released its “Long/Short Alpha Fund” Q2 2026 investor letter. The letter can be downloaded here.
Bloom Energy Corp. (BE) Short Position Weighs on Performance Amid Small-Cap AI Rally
Wasatch Global Investors, an asset management company, released its “Long/Short Alpha Fund” Q2 2026 investor letter. The letter can be downloaded here.
Wasatch Long/Short Alpha Fund’s Q2 2026 Investor Letter
Wasatch Global Investors, an asset management company, released its “Long/Short Alpha Fund” Q2 2026 investor letter.
LyondellBasell (LYB) Retraces Amid Shifting Commodity Sentiment
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Alphabet (GOOG) Surges 24% as Revenue Growth Soars — But Is $190 Billion in Capex Too Much?
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Liberty Capital (GLIBK) Acquires Quintillion in $360M Synergistic Deal
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Can the Cox Acquisition Reverse Charter Communications’ (CHTR) Broadband Growth Concerns?
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Robert Half (RHI): Can a Slow Recruitment Recovery Turn a Former Buying Mistake Into a Winner?
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Alluvium Increases HCA Healthcare (HCA) Holdings After Its 17.5% Selloff
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Three 121 Mining Investment Events Named B2i Digital Featured Conferences
B2i Digital Provides Marketing Support for the BHP Xplor x 121 Mining Investment Showcase in New York on September 17, 121 Global Online on October 13 and 14, and 121 London on...
Alluvium Bought More Ryanair (RYAAY) on Weakness — Then Trimmed After the Rebound
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Toogood Gold’s Table Mountain Sits in the Shadow of a Nevada Gold Rush
Dallas, USA, September 16th, 2026, FinanceWire Toogood Gold Corp.
i-payout Expands U.S. Money Transmitter Licensing Footprint and Advances European EMI Strategy
Fort Lauderdale, Florida, September 15th, 2026, FinanceWire Expanded regulatory infrastructure is designed to give marketplaces, gig economy platforms, gaming and esports companies...
Zscaler, Inc. (ZS)’s Growth Engine Is Strong, But Slowing ARR Could Pressure the Stock
Zscaler, Inc. (NASDAQ:ZS) remains in a phase of robust growth as innovation drives heightened platform adoption.
Hedge Fund Resource Center
