Corpay (CPAY) Simplifies Its Business As Profits Take A Hit
On August 5, Corpay (NYSE:CPAY) delivered two headlines in one breath.
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ATI’s (ATI) Record Backlog And Raised Guidance Signal Bigger Ambitions
On August 6, ATI Inc.
A Rocket Launch Just Highlighted Teledyne’s (TDY) Overlooked Space Business
On August 27, Teledyne Technologies (NYSE:TDY) watched a piece of its own hardware ride an Ariane 6 rocket off a pad in French Guiana.
Tenaris (TS) Rides Rising Drilling Demand Even As Hormuz Cuts Into Sales
On August 5, Tenaris (NYSE:TS) reported second-quarter results that read as two different companies stapled together.
TechnipFMC’s (FTI) Deepwater Deal Streak Meets A Flattening Backlog
On August 11, TechnipFMC (NYSE:FTI) said Azule Energy had awarded it a contract to supply flexible flowlines, risers, and related equipment for the West Hub Tails project, an ...
Biogen’s (BIIB) Immunology Bet Meets A Pricier Balance Sheet
On August 6, Biogen (NASDAQ:BIIB) completed its acquisition of RayThera, a privately held biotech developing small-molecule immunology therapies whose lead program entered Phase...
GE HealthCare’s (GEHC) Latest Scanner Breakthrough Meets A Mixed Market
On August 31, GE HealthCare (NASDAQ:GEHC) announced that its Photonova Spectra photon-counting CT scanner had received CE Mark approval, opening the door to sales across Europe...
Centene (CNC) Hands Its Turnaround Playbook To A New Tech Chief
On August 31, Centene Corporation (NYSE:CNC) named Bradley Bolivar its new Chief Information Officer, taking over from Brian LeClaire, who plans to retire by the end of October...
Elbit Systems (ESLT): $270M Deal Adds To A Growing Backlog
On September 1, Elbit Systems (NASDAQ:ESLT) said it signed contracts worth roughly $270 million with an international customer for advanced ISR and targeting payloads, spanning...
Northern Trust (NTRS) Deepens Its Bet On Digital Assets
On August 26, Northern Trust (NASDAQ:NTRS) and Commonwealth Superannuation Corporation, one of Australia's largest superannuation funds, signed a Memorandum of Understanding to...
Iron Mountain (IRM) Swings To Profit As Growth Businesses Surge
On August 5, Iron Mountain (NYSE:IRM) reported second-quarter revenue of $2.03 billion, up 18.5% from a year earlier, and a return to profitability after last year's loss.
TKO (TKO) Raises Guidance As Every Segment Fires At Once
On August 3, TKO Group Holdings (NYSE:TKO) reported second-quarter 2026 results that topped the prior year across nearly every line and pushed the company to raise its full-year...
The Gabelli Global Content & Connectivity Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
MiniMed (MMED) Soars on Revenue Growth, Price Target Hike; Hedge Fund Conviction Weakens
MiniMed Group (NASDAQ:MMED) saw its share price increase by 10.66 percent on Tuesday to finish at $22.42 apiece after reporting strong revenues and earning a price target upgrade...
Comstock Resources (CRK) Bags $2.1B New Deals, Climbs 11%
Comstock Resources (NYSE:CRK) finished 11 percent higher on Tuesday after clinching $2.1 billion worth of investment and partnership deals with two companies.
Fervo Energy (FRVO) Bags New Power Deal, Soars 28%; Hedge Fund Interest Climbs
Fervo Energy (NASDAQ:FRVO) soared by 28.41 percent on Tuesday to close at $19.75 apiece after bagging home a new power purchase agreement (PPA) with Google to support the development...
John Ternus Takes Over Apple with Just Eight Days Until His First Big Test
John Ternus has officially taken over as CEO of Apple Inc. (NASDAQ:AAPL), succeeding Tim Cook after his successful 15-year run.
Cantor Expects a Smaller Snowflake Beat Than Last Quarter — Will That Be Enough?
Snowflake (NYSE:SNOW) is all set to report its fiscal second-quarter 2027 earnings on Wednesday, September 2.
Workday Crushed Every Estimate. An Analyst Downgraded It Anyway.
Workday recently announced results for the second-quarter of fiscal 2027, beating estimates and pulling in numbers that would normally warrant an upgrade from analysts.
As AI Models Become Commoditized, Palantir Is Betting Its Ontology Is the New Moat
After attending a technology demonstration with a small group of investors, Baird came away incrementally positive on Palantir Technologies Inc. (NASDAQ:PLTR) .
Meta May Overtake Google Search This Year. That Makes Its AI Capex Harder to Dismiss
Meta may be on track to surpass Google Search this year, says Bernstein.
SentinelOne Just Rebounded From a Rough Quarter With a Beat-and-Raise. Wall Street’s Still Not Convinced
SentinelOne (NYSE:S) delivered a clean beat-and-raise this quarter, yet Wall Street had mixed opinions.
Intel’s CEO Put $10 Million Into His Own Stock. It’s Now Cheaper Than He Paid
Intel CEO Lip-Bu Tan put almost $10 million of his own money into Intel Corporation (NASDAQ:INTC) on August 11.
Rosenblatt Sees Booking (BKNG) as the Best-Positioned Online Travel Agency Despite Challenges
Shares of Booking Holdings Inc. (NASDAQ:BKNG) have underperformed the broader market so far this year.
Billionaire Peter Thiel’s Fund Is Betting on the Grid Behind AI: 2 Energy Stock Picks
Peter Thiel is a billionaire investor who co-founded PayPal and Palantir.
Aerospace and Defense Management Teams Meet Investors at Gabelli’s September 9 and 10 Events in New York City
Two Days in New York City: the Defending Our Nation Leadership Forum on September 9 and the 32nd Annual Gabelli Aerospace & Defense Symposium on September 10 Attend In Person ...
Billionaires Were Buying These Two Nancy Pelosi AI Stocks
Latest filings of Nancy Pelosi show the politician's spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE).
Congressman Ro Khanna’s 2 Beaten-Down Stock Picks
Ro Khanna is a Democratic congressman from California whose stock picks keep making headlines.
Retail Investors’ 2 Favorite AI Stocks for the Long Term: Alphabet, IBM
The market is flooded with names that claim to be AI companies.
Royalty Pharma (RPRX) Bets $100M On A Blood Disorder Breakthrough
On August 12, Royalty Pharma (NASDAQ:RPRX) agreed to pay Zealand Pharma $100 million for the rights to future royalties on rusfertide, an experimental treatment for a rare blood...
A Landmark Deal Just Rewired Martin Marietta’s (MLM) Growth Engine
On August 21, Martin Marietta Materials (NYSE:MLM) completed its combination with Lhoist North America, a subsidiary of Lhoist Group and one of the country's leading producers...
Sprouts Farmers Market (SFM) Stock Has Crashed: Is It a Buy Now?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
UGI Corp (UGI) Trades at Just 11x Earnings: Is It a Buy?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why RLI Corp (RLI) Remains a Top Specialty Insurance Stock
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
JBT Marel (JBTM): A Food Processing Equipment Stock With Consistent Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Unitil (UTL) Could Deliver 5%-7% Annual EPS Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Bank of N.T. Butterfield (NTB): A Caribbean Banking Stock Trading Below 10x Earnings
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why InterDigital (IDCC) Could Be a Hidden Gem in Wireless Technology
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Vontier (VNT) Could Be an Overlooked Value Stock
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why ePlus (PLUS) Could Benefit From Rising Corporate IT Spending
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Synaptics (SYNA) Agrees to $7 Billion Deal With Onsemi: What Investors Should Know
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Arrow Electronics (ARW) Trades at 10x Earnings: Is This Semiconductor Recovery Stock a Buy?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Littelfuse (LFUS) Is Emerging as an AI Infrastructure Winner
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Fabrinet (FN): A Hidden AI Infrastructure Stock to Watch
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
TD SYNNEX (SNX): How Its Data Center Business Is Driving Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Vishay Intertechnology (VSH) Could Benefit From the Electronics Recovery
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Qorvo (QRVO) Agreed to Be Acquired by Skyworks
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Graphic Packaging (GPK): Can Its Paper Packaging Business Drive a Turnaround?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Concentrix (CNXC): Can AI Turnaround This Cheap Customer Experience Stock?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Upbound Group (UPBD) Could Be an Undervalued Stock to Watch
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
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