Stewart Asset Management: AI Infrastructure Drives Lumentum Holdings’ (LITE) Potential
Stewart Asset Management’s flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%.
Insider Monkey Blog
Stewart Asset Management’s Q2 2026 Investor Letter
Stewart Asset Management’s flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%.
Harbor Mid Cap Value Fund’s Q2 2026 Investor Letter
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”.
What Makes Guardant Health (GH) a Compelling Bet?
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.
Is Tradeweb Markets (TW) Set for a Rebound?
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.
Forex Expo Dubai to Take Place as Scheduled on 22–23 September 2026
Dubai, United Arab Emirates, September 8th, 2026, FinanceWire Ninth edition proceeds as planned, bringing the industry together as the sector moves through a period of rapid platform...
Teledyne Technologies (TDY) Raises Guidance as Defense, Space and Industrial Demand Accelerate
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.
Artisan Sold Insulet (PODD) Due to Competition Concerns
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.
Artisan Added Comfort Systems USA (FIX) as Data Center Demand Accelerates
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.
Twist Bioscience (TWST) Rallied as AI and Pharma Drive DNA Demand
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.
Roblox (RBLX) Faces a Growth Reset After Guidance Cuts — Is the Long-Term Story Still Intact?
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.
What Makes C.H. Robinson (CHRW) an Attractive Bet?
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.
The Gabelli Small Cap Growth Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter.
The Gabelli Focused Growth and Income Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "Focused Growth and Income Fund” second-quarter 2026 investor letter.
The Gabelli Global Rising Income and Dividend Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "Global Rising Income and Dividend Fund” second-quarter 2026 investor letter.
The Gabelli Global Growth Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "Global Growth Fund” second-quarter 2026 investor letter.
Moerus Worldwide Fund’s Q2 2026 Investor Letter
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Reservoir Media’s (RSVR) Recorded Music Arm Is Suddenly Roaring
On August 4, Reservoir Media (NASDAQ:RSVR) reported first-quarter fiscal 2027 results for the period ended June 30, and the headline number was a 12% jump in revenue to $41.5 ...
Hyster-Yale’s (HY) Bookings Boom Meets A Widening Loss
On August 4, Hyster-Yale (NYSE:HY) reported second-quarter results that read like two companies at once: bookings more than doubling from a year earlier and a bottom line still...
Honest Company’s (HNST) Revenue Fell, Yet Profits Nearly Tripled
On August 5, The Honest Company (NASDAQ:HNST) reported second-quarter results that pulled in two directions at once.
BlueLinx (BXC) Quietly Turns A Lumber Slump Into Profit
On August 4, BlueLinx Holdings (NYSE:BXC) reported second quarter 2026 results for the fiscal three months ended July 4, and the building products distributor posted margin gains...
Natural Grocers (NGVC) Grows Sales But Trims Its Own Forecast
On August 6, Natural Grocers by Vitamin Cottage (NYSE:NGVC) reported fiscal third-quarter results that capture a company growing again, just not as fast as it once promised.
Enviri’s (NVRI) Massive Quarterly Loss Comes With A Silver Lining
On August 11, Enviri Corporation (NYSE:NVRI) reported second-quarter 2026 results showing a GAAP loss from continuing operations of $297 million, a sharp step down from the $45...
Consensus Cloud’s (CCSI) Buyback Doubles, But Growth Has A Catch
On August 6, Consensus Cloud Solutions (NASDAQ:CCSI) reported second-quarter results that read as two different companies stapled together.
Claritev’s (CTEV) Profit Picture Brightens, But Its Cash Cushion Shrinks
On August 7, Claritev Corporation (NYSE:CTEV) reported second-quarter results that beat its own targets, marking five consecutive quarters of year-over-year revenue growth.
CorMedix (CRMD) Just Tripled Its Profits, But Guidance Barely Budged
On August 13, CorMedix (NASDAQ:CRMD) reported second quarter revenue of $101.9 million, more than double what it posted a year earlier, alongside net income of $26 million and...
A Navy Contract And A Cash Cushion Reshape Hyliion’s (HYLN) Story
On August 11, Hyliion Holdings Corp.
Matthews International (MATW) Cuts Its Outlook While Chasing A Battery Future
On August 6, Matthews International (NASDAQ:MATW) delivered fiscal third-quarter results that read as two different companies stapled together.
Altimmune’s (ALT) Three Liver Trials Move Forward At Once
On August 12, Altimmune (NASDAQ:ALT) reported second quarter results that read less like a routine earnings update and more like a status check on three separate diseases at the...
Supervielle (SUPV) Swings Back To Profit As Layoffs Reshape The Bank
On August 10, Grupo Supervielle (NYSE:SUPV) reported second-quarter results that swung the Argentine bank back into the black, but the number that will decide whether the rally...
Granite Ridge (GRNT) Grows Profits While Costs Quietly Creep Higher
On August 6, Granite Ridge Resources (NYSE:GRNT) reported second quarter results that showed a company growing production, raising its dividend payout schedule, and still working...
Aquestive Therapeutics (AQST): Second Chance At Anaphylm Comes Into Focus
On August 11, Aquestive Therapeutics (NASDAQ:AQST) reported second-quarter 2026 results and said it remains on track to resubmit its Anaphylm epinephrine film to the FDA in the...
Could Aficamten Give Cytokinetics the First Approved nHCM Treatment?
Cytokinetics, Incorporated (NASDAQ:CYTK) has reported detailed late-stage results that could support an expansion of aficamten into a form of genetic heart disease that currently...
Can Kimberly-Clark Turn its $40 Billion Kenvue Bet into $2.1 Billion in Savings?
Kimberly-Clark Corporation’s (NASDAQ:KMB) proposed $40 billion takeover of Kenvue has entered another stage of regulatory review.
Bixlenvo Gives Gilead a New HIV Growth Path. How Large is the Market?
Gilead Sciences, Inc.
BioNTech Ended a Cancer Vaccine Trial. What Does it Mean for its mRNA Strategy?
BioNTech SE (NASDAQ:BNTX) is ending a mid-stage study of its personalized mRNA cancer vaccine, autogene cevumeran, after an independent monitoring committee concluded that continuing...
What Lisraya’s $35,000 Monthly Price Could Mean for Roivant (ROIV)
Roivant Sciences Ltd. (NASDAQ:ROIV) and Priovant Therapeutics have moved quickly to commercialize Lisraya following its FDA approval for dermatomyositis.
Could Mounjaro’s New Heart Benefit Unlock the Next Growth Phase for Lilly?
Eli Lilly and Company’s (NYSE:LLY) Mounjaro has already become a major growth driver in diabetes treatment, and its latest FDA approval could strengthen that position by expanding...
FDA Authorization Expands Philip Morris’s Zyn Bet, Can It Pay Off?
Philip Morris International Inc.
Piper Sandles Sees ExxonMobil (XOM) Heading Toward New Highs
ExxonMobil Holdings Corporation (NYSE:XOM) is the largest oil company in the United States, and one of the largest integrated energy companies in the world.
NextEra-Dominion Merger Wins Shareholder Backing: What’s Next?
It was reported on September 3 that NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc.
Bloom Energy (BE) Joins S&P 500: Can Its AI Rally Continue?
Bloom Energy Corporation (NYSE:BE) jumped after trading on September 4 after it was announced that the stock had been added to the S&P 500, marking an important milestone for ...
FLEX Makes a $4.4 Billion Bet on AI Power
Flex Ltd. (NASDAQ:FLEX) announced on September 3 that it will acquire power conversion systems maker EPC Power in a deal valued at $4.4 billion.
Eni (E) Bets Big on Uruguay with Stakes in Two Offshore Blocks
Eni S.p.A (NYSE:E) announced on August 29 that it had signed an agreement with YPF’s subsidiary Miwen SA and Uruguay's national oil company Ancap for entry into the OFF-5 exploration...
Baker Hughes (BKR) Lands Multi-Year Contract with Pakistan’s OGDC
Baker Hughes Company (NASDAQ:BKR) announced on September 3 that it had secured a multi-year contract with Pakistan's Oil & Gas Development Company to maximize production performance...
Chevron (CVX) Doubles Down on Venezuela with a $7 Billion Oil Bet
Chevron Corporation (NYSE:CVX) announced on September 2 that it will invest more than $7 billion in Venezuela over the next five years to double its oil production in the country...
GeoPark’s Venezuela Deal: Massive Opportunity or Risky Bet?
On September 2, GeoPark Limited (NYSE:GPRK) announced its strategic entry into Venezuela through the acquisition of the Bare Block, a large heavy-oil producing asset in the country...
Jefferies Sees Cameco (CCJ) and BWXT as Winners in the Nuclear Boom
Jefferies turned bullish on the nuclear energy sector on September 3 and initiated coverage of Cameco Corporation (NYSE:CCJ) and BWX Technologies, Inc.
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