Nvidia Backed SB Energy’s $50 Billion Valuation Push. Wall Street Just Hit the Brakes
SB Energy's planned public listing is turning into a stress test for the financing side of the AI buildout.
Insider Monkey Blog
Alibaba Just Unveiled an AI Chip 3x Faster Than Its Predecessor. Nvidia Has a China Problem to Watch
Alibaba used its September 22 developer conference to show how quickly China's AI stack is filling the holes left by restricted access to U.S. chips.
Google Is Taking Its AI Chips Outside the Cloud. Nvidia Just Got a New Sovereign-AI Rival
Google is testing whether its custom AI chips can become national infrastructure instead of remaining mostly a cloud advantage.
Jim Cramer Calls Cintas (CTAS) a “Pretty Good Business”
On September 18, during the episode of Mad Money, Jim Cramer said Cintas Corporation (NASDAQ:CTAS) is entering its fiscal first-quarter earnings report with “a full head of ...
Jim Cramer Says Paychex (PAYX) is Entering Earnings With a “Full Head of Steam”
Jim Cramer expects Paychex, Inc.
Jim Cramer on General Mills (GIS): “I Can’t Recommend It”
During the September 18 episode of Mad Money, Jim Cramer pointed out General Mills, Inc.’s (NYSE:GIS) unusually high dividend yield, calling it a warning sign for the packaged...
Kraft Heinz’s Bull Case Runs Into Its Own Recent Reversal
RBC is making a strongly bullish case for The Kraft Heinz Company (NYSE:KHC), pointing to the company’s investment in innovation, pricing, and marketing as evidence that its...
Nucor (NUE): Strong Shipments, but Q3 Guidance Raises Earnings Questions
On September 17, Freedom Broker downgraded Nucor Corporation (NYSE:NUE) from Buy to Hold and lowered its price target from $305 to $285.
Tempus AI (TEM) Has a $75 Goldman Sachs Target, But Its Data Business Faces a Bigger Test
Goldman Sachs’ Neutral initiation of Tempus AI, Inc.
Jim Cramer Notes Snowflake (SNOW) “Caught Fire in Recent Months”
While speaking about software platforms during the September 17 episode of Mad Money, Jim Cramer shared his recent takeaways from catching up with Snowflake Inc.
ABM Industries (ABM) Is Scaling in Semiconductors and Data Centers. What Is Holding the Stock Back?
On September 8, 2026, ABM Industries Incorporated (NYSE:ABM) reported financial results for its fiscal third quarter, the three months ended July 31, 2026.
10 Best Dividend Kings To Buy According to Hedge Funds
The Federal Reserve raised interest rates by 25 basis points on September 16, taking its target range to 3.75%-4%. It was the first rate hike since 2023.
J.Jill (JILL): Four Analysts Raise Targets, But a $13.3 Million Refund Flatters the Profit Surge
On September 9, 2026, J.Jill, Inc. (NYSE:JILL) reported second-quarter fiscal 2026 results for the period ended August 1, 2026.
Ollie’s (OLLI): Wall Street Calls Q2 “Better Than Feared,” But Nobody’s Fully Convinced
On September 2, 2026, Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) reported second-quarter results for the period ended August 1, 2026.
374Water to Present New Supercritical Water Oxidation Destruction Data at WEFTEC 2026
Podium presentation will detail AirSCWO performance across PFAS, tire-derived 6PPD-q, and pharmaceutical waste streams MORRISVILLE, NC - 374Water Inc.
NetApp (NTAP) Just Deepened Its VMware Cloud Integration. How Much Does It Matter?
For private and hybrid cloud deployments, NetApp Inc.’s (NASDAQ:NTAP) ONTAP platform now offers a credible and secure data infrastructure foundation.
What Weekend On-Chain Prices Say About Monday, and What They Don’t
For decades the answer to what Monday would look like came from index futures, foreign listings and inference.
Microsoft (MSFT) Raises Its Dividend 8%. Does AI Spending Change the Investment Case?
Microsoft Corporation (NASDAQ:MSFT) continues to demonstrate its commitment to returning capital to shareholders even as it ramps up spending on cloud computing and artificial...
Power Metallic Extends Lion 25% Deeper as Power Metallic Intercepts 5.70 Meters of 14.00% CuEqRec¹ in Hole 26-125
TORONTO, CANADA, September 22nd, 2026, FinanceWire Power Metallic Mines Inc.
Emp Metals Completes Commissioning of Project Aurora Demonstration Plant and Transitions to Full-Time Operations
Vancouver, BC, September 22nd, 2026, FinanceWire VANCOUVER, BC, Sept. 22, 2026 — EMP Metals Corp.
West Red Lake Gold Reports 176.04 g/t Au over 5.3m, 128.32 g/t Au over 4.5m and 35.72 g/t Au over 13.35m from Austin 955 and 904 Complexes
Vancouver, British Columbia, September 22nd, 2026, FinanceWire West Red Lake Gold Mines Ltd.(“West Red Lake Gold” or “WRLG” or the “Company”) (TSXV:WRLG)(OTCQX:WRLGF...
Knightscope Reports Approximately $27 Million in Estimated Renewals, Bookings and Client Awards Since May 2026
SUNNYVALE, Calif., September 22nd, 2026, FinanceWire Update Follows the Company’s Launch of the Autonomous Security Force at GSX 2026; 109 Contracts and Awards Across Seven ...
Herc Holdings Inc. (HRI) Was Gabelli Focused Growth and Income Fund’s Top Q2 Contributor
Gabelli Investment Management Firm recently released its "Focused Growth and Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
XPLR Infrastructure LP (XIFR) Was a Top Contributor for Gabelli Focused Growth and Income Fund
Gabelli Investment Management Firm recently released its "Focused Growth and Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Global Growth Fund Added Advanced Micro Devices (AMD) in Q2
Gabelli Investment Management Firm recently released its "Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Global Growth Fund Added Micron Technology (MU) in Q2
Gabelli Investment Management Firm recently released its "Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why RPC (RES) Was a Q2 Detractor for Gabelli Small Cap Growth Fund
Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why RPC (RES) Was a Q2 Detractor for Gabelli Small Cap Growth Fund
Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Dana (DAN) Was a Q2 Detractor for Gabelli Small Cap Growth Fund
Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Graco (GGG) Was a Q2 Detractor for Gabelli Small Cap Growth Fund
Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Myers Industries (MYE) Was a Top Performer for Gabelli in Q2
Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Crane Co. (CR) Was Among Gabelli’s Top Q2 Performers
Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gorman-Rupp Co. (GRC) Was a Top Performer for Gabelli in Q2
Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Maximus’ (MMS) Tech Capabilities and Beaten-Down Valuation Point to M&A Upside
Third Avenue Management, an investment management company, released its second-quarter 2026 investor letter for the “Third Avenue Small-Cap Value Fund”.
What Makes CRA International (CRAI) an Investment Bet?
Third Avenue Management, an investment management company, released its second-quarter 2026 investor letter for the “Third Avenue Small-Cap Value Fund”.
Third Avenue Small-Cap Value Fund’s Q2 2026 Investor Letter
Third Avenue Management, an investment management company, released its second-quarter 2026 investor letter for the “Third Avenue Small-Cap Value Fund”.
What Makes Berkshire Hathaway (BRK-B) a Strong Investment?
Marram Investment Management's second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%.
ICON Public Limited Company’s (ICLR) Shrinking Moat Warranted an Early Departure
Marram Investment Management's second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%.
Marram Exits PayPal Holdings (PYPL) Due to Thesis Breakdown
Marram Investment Management's second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%.
Marram Investment Management’s Q2 2026 Investor Letter
Marram Investment Management's second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%.
Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)
Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Silver Beech Capital Management’s Q2 2026 Investor Letter
Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2026 investor letter.
This Fund Trimmed Matson (MATX) on Strength
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.
Continued AI Disruption Concerns Weigh on CCC Intelligent Solutions Holdings (CCC)
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.
Resilient Cash Flows and Organic Drivers Position McGrath RentCorp (MGRC) for Long-Term Growth
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.
Durable Business Strengths Underpin Vontier Corp’s (VNT) Long-Term Growth Outlook
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.
Can Meta’s Connect Event Outweigh Investor Concerns Over AI Spending?
Citi has placed Meta Platforms, Inc.
This Fund Trimmed Murphy USA (MUSA) Amid Fuel Margin Strengths
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.
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