Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?
Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.
Insider Monkey Blog
Nike’s Growth Problem is Bigger than One Bad Quarter
NIKE, Inc. (NYSE:NKE) is in a tough spot.
PepsiCo Stock Looks Cheaper but Growth Remains the Catch
PepsiCo, Inc. (NASDAQ:PEP) is not really a soda company, at least not in the traditional sense. There is much more going on under the hood.
Here’s Why Investors Keep Buying Nvidia (NVDA)
Nvidia (NASDAQ:NVDA) added $150 billion to its share repurchase authorization, the largest increase of its kind in history.
Delta (DAL) vs. United (UAL): Which Airline Stock Looks More Attractive?
Airlines have traditionally been difficult investments.
SoFi (SOFI) Is Becoming an “Everything App.” Does It Finally Have a Moat?
SoFi Technologies, Inc.
SanDisk (SNDK) vs. Seagate (STX): Which Storage Stock Is the Better Buy Right Now?
The AI trade is moving beyond GPUs. As AI models become more capable, they also generate, process, and retain massive amounts of data.
Zoetis (ZTS) Has a Huge Animal Health Moat. Is It Starting to Crack?
Zoetis Inc. (NYSE:ZTS) has built one of the strongest franchises in animal health.
Okta (OKTA) vs. Rubrik (RBRK): Which Security Stock Is the Better Buy Right Now?
Enterprise security is changing. Companies are not just adding another tool every time a new threat appears.
GE Vernova (GEV) vs. Quanta Services (PWR): Which AI Power Stock Has More Room to Run?
The AI boom is creating a problem that has little to do with chips.
Can Target’s (TGT) Turnaround Justify the 60% YTD Rally?
Target Corporation (NYSE:TGT) has become one of the more surprising retail stocks of 2026.
Celestica (CLS) Is Setting Up for a Big 2027. Should You Buy?
Celestica Inc. (NYSE:CLS) has already had a remarkable year. The interesting part is that the company doesn't seem to be slowing down.
Adobe (ADBE) Forecasts US Holiday Online Sales up 6.7% on Discounting
Adobe Inc. (NASDAQ:ADBE) said on September 28 that online spending in the United States will grow 6.7% this holiday season, reaching a record of about $275 billion.
AstraZeneca (AZN) Puts $2 Billion Into Summit Therapeutics (SMMT) for a Cancer Tie-Up
AstraZeneca PLC (NASDAQ:AZN) said on September 28 that it will make a $2 billion equity investment in Summit Therapeutics, Inc.
Accenture (ACN) Soars 15.8% as Q4 Earnings, AI Bookings Crush Disruption Fears
Accenture PLC (NYSE:ACN) extended its winning streak to a 3rd straight day on Thursday, climbing 15.78 percent to close at $212.30 apiece, as investors cheered its strong earnings...
Can Reality Labs Ever Earn Enough to Justify Meta’s Spending?
Meta Platforms, Inc. (NASDAQ:META) earns enough from its apps to fund a business that loses billions of dollars each quarter.
What Was Behind Bernstein’s 3M Upgrade, And Why It Isn’t a Buy?
3M Company (NYSE:MMM) gained 1.4% on September 26, after Bernstein upgraded the stock from Underperform to Market Perform and raised its price target from $145 to $171.
How Much Must Google Cloud Be Worth to Justify Alphabet’s Valuation?
Alphabet Inc. (NASDAQ:GOOGL) now has a cloud business large enough to change the valuation discussion.
Jim Cramer Likes HEICO (HEI) but Warns About Aerospace and Boeing (BA)
During the lightning round of the September 29 episode of Mad Money, a caller sought Jim Cramer’s opinion of HEICO Corporation (NYSE:HEI), and he replied: Well, I like HEICO...
Can AI Really Disrupt DoorDash (DASH)? Jim Cramer Isn’t Convinced
During the September 29 episode of Mad Money, Jim Cramer pointed to DoorDash, Inc.
Amazon (AMZN) and GoodRx (GDRX) Chase Prescription Subscribers as Insurance Coverage Slips
Amazon.com, Inc. (NASDAQ:AMZN) and GoodRx Holdings, Inc.
McDonald’s (MCD) Launches a Media Network and Starts Selling Drive-Thru Ads
McDonald's Corporation (NYSE:MCD) said on September 23 that it will build its own advertising business, selling space on the digital screens customers already stand and sit in...
DataMeds AI’s Corexa Pharmacy Surpasses $1 Million In Monthly Revenue
September 2026 revenue up more than 66 percent from July 2026 with expansion of retail customer base and Tollo Health pharmaceutical-adjunct product launches TAMPA, FL - DataMeds...
PDD Holdings (PDD) vs. BABA and JD: Value Play or Trap at Its 52-Week Low?
Is PDD a good stock to buy at its 52-week low? We came across a bullish thesis on PDD Holdings Inc. on Astute Optics - US’s Substack.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
PACCAR (PCAR) vs. OSK and CMI: Can Its Truck Replacement Cycle Revive Earnings Growth?
Is PCAR a good stock to buy? We came across a bullish thesis on PACCAR Inc on Astute Optics - US’s Substack. In this article, we will summarize the bulls’ thesis on PCAR.
Qualcomm (QCOM): Can Its AI Strategy Overcome Skepticism Around Its Current Market Position?
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”.
Munro Partners Sees Arm Holdings (ARM) as a Key Beneficiary of Agentic AI
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”.
Advanced Micro Devices (AMD) Benefit from Surging CPU Demand in Autonomous AI
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”.
Would You Buy P&G at this Valuation?
The Procter & Gamble Company (NYSE:PG) is the kind of business investors usually look at when they want stability rather than rapid growth.
Munro Concentrated Global Growth Fund’s Q2 2026 Investor Letter
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”.
Visa’s (V) Asset-Light Cash Flow Supports Upside Re-Rating
PM Capital, an investment management company, released its Q2 2026 investor letter for its “Global Opportunities Fund.” The letter can be downloaded here.
PM Capital Global Opportunities Fund’s Q2 2026 Investor Letter
PM Capital, an investment management company, released its Q2 2026 investor letter for its “Global Opportunities Fund.” Three themes shaped markets in the June quarter: inflation...
Capitalizing on Defense and Aviation Spending: The Thesis for Holding Honeywell Aerospace (HONA)
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Cambiar is Retaining FedEx Freight Holding Company (FDXF), the Pure-Play LTL Leader Post-Spinoff
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Capitalizing on the Valuation Disconnect in Intercontinental Exchange (ICE)
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Delta Air Lines (DAL) Rebounds: How Falling Oil Prices Reversed 1Q Drawdowns
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Emp Metals and Saltworks Host Delegation Tour of Project Aurora Demonstration Plant in Saskatchewan
Vancouver, BC, October 1st, 2026, FinanceWire EMP Metals Corp.
Elevance Health (ELV): Conviction Pays Off as Underwriting Disciplines Stabilize Margins
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
CME Group (CME): Adding on Weakness as All-Time High Volume Disconnects From Stock Price
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
How Alphabet (GOOGL) Answers the AI ROI Question
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Why Amazon’s (AMZN) Infrastructure Investment Sets Up Record Downstream FCF
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
AI Compute Expansion and Memory Shortages Extend Applied Materials’ (AMAT) Growth Runway
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Centene (CNC): Pricing Actions and Profit Stabilization Drive Earnings Recovery
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Cambiar Opportunity Fund’s Q2 2026 Investor Letter
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. U.S.
Centene Corporation (CNC) Jumped on Beat-and-Raise Earnings Quarter
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Sharply Reduced Earnings Outlook Sends Primoris Services Corp (PRIM) Shares Tumbling
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Automotive and Industrial Demand Recovery Fuels Jabil’s (JBL) Ongoing Momentum
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
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