Taiwan Semiconductor (TSM): The Key Enabler of AI Chips and a Durable Long-Term Share Gainer
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.
Insider Monkey Blog
Palo Alto Networks (PANW) is Strengthening from Enterprise Security Consolidation Amid Rising AI Threats
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.
Critical Role of ARM Holdings (ARM) In Powering the Next Wave of Agentic AI
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.
Tran Capital Management Multi Cap Growth Strategy’s Q2 2026 Investor Letter
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.
Buffalo Mid Cap Discovery Fund’s Q2 2026 Investor Letter
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Dodge and Cox’s Bullish Stance on Thermo Fisher Scientific (TMO)
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”.
Visa (V): A High Margin Company with Long-Term Growth Potential
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”.
What Makes KKR (KKR) an Investment Bet?
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”.
Dodge and Cox Stock Fund’s Q2 2026 Investor Letter
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. U.S.
Kulicke & Soffa Industries (KLIC): A Powerful Inflection in Profitability Is Underway
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Avnet’s (AVT) Triple Drivers for Continued Profit Expansion
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Operating Leverage and Product Innovation Drive LivaNova’s(LIVN) Sustained Profit Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Buckle (BKE) Approves Quarterly Distribution for Shareholders: What Backs the Payout
The Buckle Inc. (NYSE:BKE) approved a quarterly dividend payout of $0.35 per share, during its board meeting on September 14.
What Is Improving Essential Properties Realty Trust’s (EPRT) Profit Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Several Factors Supports Micron Technology’s (MU) Strengthening Earnings Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Applied Materials (AMAT) Continues to Benefit from Surging AI-Driven Demand
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Snowflake’s (SNOW) Profit Outlook Strengthens as Product Adoption Accelerates
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Abbott Laboratories (ABT) is Facing Segment Competition and Sluggish Nutrition Recovery
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Sales Growth and Margin Expansion Improve Amer Sports’ (AS) Profit Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
How Is Nordson (NDSN) Positioned for This Next Chapter of Semiconductor Growth
Despite being highly cyclical, the broader semiconductor market is currently on a long-term growth trajectory, fueled by factors that are beyond any specific underlying segment...
Advanced Micro Devices (AMD) is Emerging as a Viable Alternative to Nvidia
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Tributary Capital Management Multi Cap Core Equity Strategy’s Q2 2026 Investor Letter
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”.
How H World Group Limited (HTHT) Captures China’s Domestic Lodging Expansion?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of...
Emerald Wealth Partners Added Booking Holdings (BKNG) as AI Creates New Growth Opportunities
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
Fortinet (FTNT) is Positioned to Benefit From an Expanding Cybersecurity Market and AI Adoption
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
Emerald Wealth Partners – Growth Equity Strategy’s Q2 2026 Investor Letter
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
MDA Space (MDA) Targets Defence SATCOM With AURORA BLACK — Can It Strengthen the Growth Story?
MDA Space Ltd. (NYSE:MDA) has expanded its MDA AURORA product line, which includes software-defined satellite solutions.
Semtech (SMTC) Is Expanding Into Higher-Growth Connectivity Markets. Can the New Products Drive Meaningful Upside?
Semtech Corp. (NASDAQ:SMTC) product expansion efforts are well on track.
Boeing’s (BA) 737 MAX Landing Gear Exchange Expands Its Aftermarket Opportunity
The Boeing Company (NYSE:BA) achieved a major milestone by extending its established Landing Gear Exchange Program to single-aisle 737 MAX platform.
Marcus & Millichap (MMI) Arranges $75.1M Monroe Hotel Recapitalization. Can IPA Win More Complex Deals?
Institutional Property Advisors (IPA), a division of Marcus & Millichap (NYSE:MMI), is reinforcing its expertise in structuring complex multisource financing arrangements for ...
Uranium Royalty (UROY) Posts Strong Q1, But One-Off Gains Complicate the Earnings Picture
Uranium Royalty Corp. (NASDAQ:UROY) reported its first quarter FY27 results on September 14.
On Holding Just Poached One Of Football’s Biggest Star From NIKE— And Wall Street Is Paying Attention
For nearly two decades, Kylian Mbappé has worn NIKE, Inc. (NYSE:NKE).
AMD Just Joined the Trillion-Dollar Club. Is the Stock Still a Buy, or Is This the Top?
Advanced Micro Devices, Inc.
How PicPay’s (PICS) Kovr Acquisition and Estrutural Stake Support Its Insurance Strategy
Acquisition of Kovr Participações S.A.
Tigress Raises Alphabet (GOOGL) Price Target to $485 as AI Fuels Growth. Can the Momentum Last?
AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses.
Intuit (INTU) Bets on AI and Big Bets. Can They Offset Slower Growth?
Intuit Inc. (NASDAQ:INTU) used its Investor Day to reinforce its long-term growth strategy rather than introduce a major change to its financial outlook.
CooperCompanies (COO) Keeps CooperSurgical and Expands Buybacks. What Did the Strategic Review Reveal?
With marginal growth across key metrics during the third quarter, The Cooper Companies Inc.
ServiceTitan (TTAN) Gains a Roofing Proof Point With Canopy. Can It Scale?
Canopy Services is leveraging ServiceTitan Inc.’s (NASDAQ:TTAN) end-to-end roofing capabilities for its growing portfolico of roofing brands.
Hain Celestial (HAIN) Moves Toward a Leaner Business. Can the Turnaround Hold?
Fiscal 2026 was marked with portfolio simplification, debt reduction and free cash flow improvements for The Hain Celestial Group Inc. (NASDAQ:HAIN).
Pinterest (PINS) Has Monetization Headroom. Can Growth Investments Pay Off Without Hurting Margins?
Despite improvements in monetizing its audience, Pinterest Inc. (NYSE:PINS) still faces gaps compared to its peers.
Voyager Technologies (VOYG) Loses 16% on Dilution Potential of $350M Fundraising
Voyager Technologies (NYSE:VOYG) dropped its share price by 16.33 percent on Wednesday to end at $31.40 apiece amid the dilution potential of its plan to raise $350 million in...
NASA’s $946 Million SpaceX Award Extends Crew Dragon Through 2030, But Redundancy Remains Uncertain
With a new $946 million, NASA has extended Space Exploration Technologies Corp.’s (NASDAQ:SPCX) crewed ISS mission commitments through 2030, bringing the total contract value...
Can Globant (GLOB)’s AI Pivot Lead to Better Economics? Early Results Offer Hope
Artificial intelligence is tearing up the business model that built Globant S.A. (NYSE:GLOB). The company’s stock price has dropped sharply to around $40 from $350 in 2021.
Wells Fargo Raises Salesforce’s Price Target. Can $1.5 Billion Agentforce ARR Drive Growth?
Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business.
Hims and Hers Is Scaling Rapidly, But Management Needs To Address The Difficult Questions
At first glance, Hims & Hers Health, Inc. (NYSE:HIMS) delivered the kind of result that investors typically reward.
GE HealthCare (GEHC) is Down 28% and Wall Street is Starting to Buy. Is the Selloff Finally Over?
GE HealthCare Technologies Inc. (NASDAQ:GEHC) specializes in hospital imaging, including MRI, CT, and ultrasound machines, and the contrast agents required to interpret scans.
Boeing’s Demand Is Strong. Can Production Finally Catch Up?
Boeing’s long-term growth hinges on one question: can the company increase aircraft production and turn its massive backlog into cash flow? Recent comments from CEO Kelly Ortberg...
Paramount Settled the Warner Bros. Antitrust Fight. Is the Deal Finally Close?
Paramount Skydance Corporation (NASDAQ:PSKY)'s $110 billion takeover of Warner Bros. Discovery, Inc.
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