Should You Buy Lockheed Martin After Its Strong Q2 Earnings Rally?
Global defense spending is entering a historic expansion phase, driven by geopolitical flashpoints from Ukraine to the Indo‑Pacific and record Pentagon budgets.
Insider Monkey Blog
Why Did Northrop Grumman (NOC) Fall After Raising Its 2026 Forecast?
Northrop Grumman Corporation (NYSE:NOC) beat quarterly expectations, secured $20 billion in net awards, reported record backlog, and raised its 2026 sales and MTM-adjusted earnings...
EPS Surprises: Top Performers from Friday’s Earnings Calls
Friday is widely considered the least effective day to announce corporate updates in the financial markets, especially for firms wanting to receive maximum attention, as it is...
Is The Boston Beer Company, Inc. (SAM) Stock a Buy as Margin Gains Offset Ongoing Volume Declines?
The Boston Beer Company, Inc.
GE HealthCare Technologies Inc. (GEHC) Beats Q2 Expectations, Reaffirms 2026 Outlook Despite CFO Transition
GE HealthCare Technologies Inc.
Does Boeing’s (BA) FAA Win Signal the 737 MAX Turnaround Is Finally Underway?
On July 17, the Federal Aviation Administration (FAA) delivered a massive regulatory milestone for The Boeing Company (NYSE:BA) by officially restoring the aerospace giant’s...
Freeport-McMoRan Inc. (FCX) and Digital Realty Trust, Inc. (DLR) Highlight the Companies Cashing In on AI Infrastructure
Big tech companies are spending close to $700 billion this year building AI data centers. Most of the attention goes to chipmakers like Nvidia.
Intel Corporation (INTC) Just Had Its Best Quarter in 15 Years. Is the Turnaround Finally Real?
Intel Corporation (NASDAQ:INTC) had its best quarter in nearly 15 years.
The Iran War Is Creating Winners and Losers: Lockheed Martin (LMT) vs. American Airlines (AAL)
American Airlines Group Inc. (NASDAQ:AAL) and Lockheed Martin Corporation (NYSE:LMT) Corporation (NYSE:LMT) both reported earnings the same day this week.
CSX Corporation (CSX) and Knight-Swift Transportation Holdings Inc. (KNX) Show the Freight Cycle Is Turning. Southwest Airlines Co. (LUV) Shows Fuel Costs Still Hurt Airlines.
Three transportation companies reported earnings on the same day this week: railroad firm CSX Corporation (NASDAQ:CSX), trucking company Knight-Swift Transportation Holdings Inc...
International Business Machines Corporation (IBM) Survived One AI Scare in February. This One Might Be Different.
International Business Machines Corporation (NYSE:IBM)‘s stock dropped 25% on July 14.
Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now?
Is NVDA a good stock to buy? We came across a bullish thesis on NVIDIA Corporation on Compounding Your Wealth’s Substack by Sergey.
Jim Cramer Says Kimberly-Clark’s Acquisition of Kenvue Creates a High-Margin Powerhouse
On Tuesday’s episode of CNBC’s Mad Money, Jim Cramer highlighted Kimberly-Clark Corporation (NYSE:KMB) as a defensive holding for investors looking to lock in profits from...
Micron’s AI Repricing Is Real — But the Market Still Isn’t Sure It Can Last
Micron Technology, Inc. (NASDAQ:MU)'s recent earnings growth has been so rapid that it nearly appears to be a new firm rather than a cyclical memory maker.
GE Aerospace (GE) Just Beat and Dropped Again — Is the Third Straight Selloff Any Different This Time?
GE Aerospace (NYSE:GE) has acquired an odd habit of beating earnings and then watching the stock sink.
Elon Musk Warns Short Sellers as $25 Billion Bet Builds Against SpaceX Ahead of Earnings
Space Exploration Technologies Corp (NASDAQ:SPCX) had the largest IPO in history in June, opening at $135 per share and momentarily reaching a $2.1 trillion value, and in the ...
AT&T’s Q2 Beat Suggests the Wireless Giants Still Have Room to Run
AT&T Inc. (NYSE:T) appears to have given telecom bears reason to pause after its second-quarter report.
Oracle Corporation (NYSE:ORCL)’s Stock Is The One To Watch, Says Jim Cramer
Oracle Corporation (NYSE:ORCL)'s shares are among the most troubled in the market when it comes to AI investing.
Jim Cramer Called 3M Company (NYSE:MMM) “Easy Money” As Earnings Hit The Wires
In his appearance on CNBC's Squawk on the Street on Tuesday, Jim Cramer briefly discussed industrial conglomerate 3M Company (NYSE:MMM).
Western Digital Corporation (NASDAQ:WDC) Got Lucky While Micron’s The Real Deal, Says Jim Cramer
Even though the shares have been among the top performers in the market, CNBC's Jim Cramer still believes that Western Digital Corporation (NASDAQ:WDC) got lucky.
Jim Cramer Said To Buy Johnson & Johnson (NYSE:JNJ)’s Shares – Here’s What Happened Next
Healthcare giant Johnson & Johnson (NYSE:JNJ) is one of Jim Cramer's top healthcare stocks even though the shares have been lackluster.
Jim Cramer Discsusses Meta Platforms (META)’s “Brilliant Team of People” & Their Big Worry
Despite tremors in its share price, Cramer continues to be lukewarm about Meta Platforms (NASDAQ:META).
Jim Cramer Discussed A Surprise For International Business Machines Corporation (NYSE:IBM) CEO
International Business Machines Corporation (NYSE:IBM) is another stock that Jim Cramer has continued to stick by, even though the shares have struggled.
Jim Cramer: These Two Financial Stocks Are Outrageously Cheap
In his appearance on Squawk on the Street on Tuesday, Jim Cramer continued to heap praise on banking giant JPMorgan Chase & Co. (NYSE:JPM).
Jim Cramer Thinks Market Sentiment For Wells Fargo & Company (NYSE:WFC) Is “A Mistake”
In his Tuesday appearance on Squawk on the Street, Jim Cramer continued to assert that Wells Fargo & Company (NYSE:WFC)'s multiple was too low.
Jim Cramer Wants Novo Nordisk A/S (NYSE:NVO) To Compete With Eli Lilly In The Market & Not The Courts
Novo Nordisk A/S (NYSE:NVO) was at the center of media coverage as it sued rival weight loss drug manufacturer Eli Lilly on Tuesday.
GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss
AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout.
Jim Cramer Says Buy CrowdStrike (CRWD) as AI Agents Go Rogue
On Wednesday’s episode of Mad Money, Jim Cramer labeled a recent security incident a “watershed moment” for the technology industry, making a case for CrowdStrike Holdings...
General Motors (GM) Lifts 2026 Outlook: Is GM Stock Still a Buy?
General Motors Co (NYSE:GM) raised its full-year profit outlook even as it continues to navigate a challenging global operating environment characterized by tariffs, rising energy...
Beyond Consensus: Earnings Surprises That Shook Wall Street Yesterday
As over 150 companies released their second-quarter earnings on July 23, investors were still absorbing the headline economic event of the day as the US Trade Representative announced...
RingCentral (RNG) Soars 27% After Crushing Q2 Estimates, Boosts Dividends 67%
RingCentral (NYSE:RNG) climbed by as much as 27 percent in intra-day trading on Friday to be just 83-cents shy of its 52-week high, after management announced a strong earnings...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Murphy USA (MUSA) Entered a Favorable Profit Cycle on Improving Fuel Margins
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
Carillon Eagle Growth & Income Fund’s Q2 2026 Investor Letter
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund.” The second quarter...
Twist Bioscience (TWST) Surged on Strong Results and AI Drug Discovery Demand
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
USA Rare Earth (USAR) Strengthens Its Mine-to-Magnet Strategy With Serra Verde Acquisition
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
Virtu Financial (VIRT) Positioned for a Durable Profit Cycle on Strategic Expansion
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
Waystar Holding (WAY) Lost Appeal as Slower Demand Weakened Profit Cycle Confidence
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
MACOM Technology Solutions (MTSI) Rose on Strong Results and Data Center Demand
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
Lattice Semiconductor (LSCC) Rose on Strong Results, Guidance and AMI Acquisition
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
Installed Building Products (IBP) Faces a Slower Profit Recovery After Weak Results
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
Guidewire Software (GWRE) Remains Well Positioned Despite AI Concerns
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
Artisan Small Cap Fund Trimmed Ascendis Pharma (ASND) Amid Lawsuit Concerns
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund".
Zevia (ZVIA) Illustrates the Strategy’s Sell Discipline
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Lifeway Foods (LWAY) Gains from Consumer Health Trends
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Strattec Security (STRT): Insider Buy Signals Undemanding Valuation
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Here’s What Powered Mayville Engineering Company (MEC) Stock Rally
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Market Views AI as Tailwind for Red Violet (RDVT)
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Hedge Fund Resource Center
