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Insider Monkey Blog

Jim Cramer Says US Markets Will Regret Letting SK hynix Inc. (NASDAQ:SKHY) In

SK hynix Inc. (NASDAQ:SKHY)'s journey is a classic tale of how fortunes can change due to expanding industries.

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August 7 - News

Jim Cramer Continues To Believe In Banco Santander, S.A. (NYSE:SAN) & European Banks

Banco Santander, S.A. (NYSE:SAN) continues to remain one of Jim Cramer's top European stocks. The CNBC TV host praised the firm several times in 2025.

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August 7 - News

Hedge Fund Investor Letters Q2 2026

In this article, we will share the hedge fund investor letters for the second quarter of 2026.

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August 7 - Hedge Fund Investor Letters, News

STARCARES Revamps Basketball Court at the University of Lagos for Future Healthcare Professionals

The revitalised basketball court gives approximately 2,000 future healthcare professionals a dedicated space to recharge, connect, and build community activities beyond their ...

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August 7 - Press Releases

PU Prime Expands Gold Trading with the Launch of XAUUSD247

PU Prime has launched XAUUSD247, a new offering that enables clients to trade gold 24 hours a day, seven days a week on MT5.

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August 7 - Press Releases

STARTRADER in Discussions with Trustpilot to Consolidate Review Profiles

STARTRADER is in ongoing discussions with Trustpilot about a proposed consolidation of its existing review profiles into a single listing.

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August 7 - Press Releases

NVIDIA (NVDA) Is Evolving Beyond GPUs Into a Full AI Infrastructure Platform 

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Cloudflare (NET) Jumps on AI Demand as CrowdStrike (CRWD) Sets a High Bar

Cloudflare, Inc.

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August 7 - Hedge Funds, News

Could Taiwan Semiconductor Manufacturing (TSM) Be the Most Critical Bottleneck in the AI Chip Boom? 

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Sands Capital Technology Innovators Fund’s Q2 2026 Investor Letter 

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Is Valaris (VAL) Losing Momentum After Its Strong Rally? 

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...

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August 7 - Hedge Fund Investor Letters, News

Could Qorvo’s (QRVO) Skyworks Merger Unlock a Major Turnaround? 

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...

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August 7 - Hedge Fund Investor Letters, News

Antipodes Exited Suzano (SUZ) as Pulp Oversupply Threatened Returns 

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...

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August 7 - Hedge Fund Investor Letters, News

Why Antipodes Trimmed Workday (WDAY) Despite Strong Cash Flow 

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...

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August 7 - Hedge Fund Investor Letters, News

This Congresswoman Keeps Buying AI and Nuclear Stocks. Hedge Funds Are Split

Congresswoman April McClain Delaney recently disclosed up to $1.4 million worth of new stock trades.

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August 7 - News, Stock Analysis

Claude AI’s Newest Stock Picks Are Also Hedge Fund Favorites: One Breakout Biotech, One AI Chip Bet

Note: the trade details cited in this article come from The Claude Portfolio account on X, a third-party account not affiliated with Anthropic.

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August 7 - News

Palomar Holdings’ (PLMR) Premium Growth Overshadowed by Sector Caution

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

U.S. Physical Therapy (USPH): Return Expectations Tempered Despite Solid Execution

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Conestoga Capital Advisors’ Bets on nCino’s (NCNO) Durable Expansion

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Replacement Cycle Anchors IRadimed Corp.’s (IRMD) Long Term Growth

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Multiple Headwinds Overshadow Hillman Solutions Corp.’s (HLMN) Strong Fundamentals

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Onterris’ (ONT) Resilience Amid Revenue Decline

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Long-Term Growth Opportunities Remain for Artivion (AORT) Despite Challenges

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Strong Execution Drove Graham Corp. (GHM) Higher

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Geopolitical Risk and Guidance Withdrawal Dim Energy Recovery’s (ERII) Near-Term Visibility

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Why Conestoga Capital Advisors Decided to Sell PL Planet Labs (PL)

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Conestoga Capital Advisors Exited N-able (NABL) Despite AI Innovation Potential

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

What Makes Park Aerospace Corp. (PKE) a Bullish Bet?

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

NPK International (NPKI) Positioned to Win as Utility Infrastructure Expands

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Alpha Teknova (TKNO) Stock Moves Higher on Booming Clinical Demand

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Investor Confidence in CryoPort (CYRX) Strengthened Backed by Pipeline Expansion

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Revenue Growth Reinforces Twist Bioscience Corp.’s (TWST) Technology Leadership

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Conestoga Capital Advisors Micro-Cap Strategy’s Q2 2026 Investor Letter

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Strategic Pipeline Network Secures DT Midstream’s (DTM) Long-Term Earnings Potential

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

What Makes Permian Resources Corp. (PR) an Investment Bet?

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

What Makes Abbott Laboratories (ABT) a Compelling Investment Opportunity with Reliable Growth

Matrix Asset Advisors, an asset management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

McDonald (MCD): A Consistent Dividend Payer Since 1976

Matrix Asset Advisors, an asset management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

What’s Next For Caris Life Sciences (CAI) After 21% Jump?

After soaring by as much as 21.58 percent on Thursday, Caris Life Sciences Inc.

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August 7 - News

Insmed (INSM) Soars 33.86% as Brinsupri Drives Fourfold Growth. Here’s What to Watch Next

Insmed (NASDAQ:INSM) saw its share price increase by 33.86 percent on Thursday to close at $132.55 apiece after nearly quadrupling its revenues in the second quarter of the year...

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August 6 - Market Movers, News

Mastercard (MA) vs. Visa (V): Stablecoins or AI Fraud Defense?

On August 3, Mastercard (NYSE:MA) announced that it had completed its acquisition of BVNK, a deal meant to connect its card network with the stablecoins and tokenized assets that...

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August 6 - Hedge Funds, News

Visa (V) vs. Mastercard (MA): $2.4B BioCatch Acquisition Escalates the Payments Security War

Visa (NYSE:V) said on August 3 that it would buy fraud intelligence provider BioCatch for $2.4 billion in cash, its latest move to build out cybersecurity tools for the banks ...

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August 6 - Hedge Funds, News

Linde (LIN) vs. Air Products (APD): Racing for the Chip Boom

Linde (NASDAQ:LIN) just locked in one of its biggest electronics bets yet.

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August 6 - Hedge Funds, News

Michael Burry Disagrees With Hedge Funds Over Flutter (FLUT)

Flutter Entertainment (NYSE: FLUT), parent of FanDuel, is having a rough year. The stock is down 57% year to date. The latest quarterly results didn't help.

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August 6 - News, Stock Analysis

Alibaba’s Qwen3.8-Max Launch: What BABA vs. BIDU Means for Investors

Alibaba (NYSE:BABA) unveiled its largest and most capable AI model to date on August 3, and the market noticed immediately, sending its Hong Kong-listed shares up about 7% the...

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August 6 - Hedge Funds, News

RTX (RTX) vs. Lockheed Martin (LMT): How Street Is Pricing Two Defense Giants

On August 3, Raytheon, an RTX Corporation (NYSE:RTX) business, finished installing the first SPY-6(V)4 radar array at a Navy test site on Wallops Island, Virginia.

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August 6 - Hedge Funds, News

AT&T (T) Bulks Up Its Spectrum As SpaceX Fears Ease

AT&T (NYSE:T) closed a $23 billion acquisition of wireless spectrum licenses from EchoStar (NASDAQ:ECHO) on July 28, a deal first announced in August 2025.

Keep Reading →

August 6 - Hedge Funds, News

Nvidia (NVDA) Bets on Design Tools While AMD (AMD) Scales the Hardware Stack

Nvidia Corporation (NASDAQ:NVDA) already sells the chips that train and run the world's AI models.

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August 6 - Hedge Funds, News

Microsoft’s (MSFT) Record Rally Puts Alphabet (GOOGL) Rivalry Back In Focus

On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded.

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August 6 - Hedge Funds, News

Microsoft (MSFT) vs. Alphabet (GOOGL): Which AI Giant Has the Edge in Next-Gen Cybersecurity?

Microsoft (NASDAQ:MSFT) just planted a flag in one of AI's most consequential new battlegrounds.

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August 6 - Hedge Funds, News

Iovance Biotherapeutics (IOVA) Pops 43% on Stellar Q2. Here’s What Comes Next

Iovance Biotherapeutics Inc.

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August 6 - Market Movers, News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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