AbbVie vs. AstraZeneca: Which Pharma Giant Has the Stronger Earnings Growth Story?
AbbVie Inc. (NYSE:ABBV) and AstraZeneca PLC (NYSE:AZN) are both delivering earnings growth, but their latest results reveal different strengths.
Insider Monkey Blog
Calamos Global Equity Fund’s Q3 2026 Investor Letter
Calamos Investments, a diversified global asset management firm, released its third-quarter 2026 investor letter for “Calamos Global Equity Fund”.
Nvidia vs. Microsoft: Is NVDA’s Explosive Growth Being Undervalued?
There is something unusual about the way investors are pricing Nvidia Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT).
Amazon vs. Alphabet: Is GOOGL’s Cloud Growth Being Undervalued?
Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc.
Amazon (AMZN): Can Custom AI Silicon Outpace Capex Commitments?
Amazon (NASDAQ:AMZN) opened its Trainium AI chips to every PyTorch developer on Monday.
Rewey Asset Management’s Q3 2026 Investor Letter
Rewey Asset Management’s Q3 2026 letter reports a 7.16% decline for its RAM Smid composite during the quarter, compared to a 4.36% decline for the Russell 2500 Value Index; ...
Grab (GRAB) Earned $235M, but One Gain Drove the Jump
Grab Holdings (NASDAQ:GRAB) reported $235 million in profit for the second quarter of 2026, up from $20 million a year earlier.
Forget User Growth: Here’s the Real Reason Reddit’s Revenue Is Exploding
Reddit (NYSE:RDDT) reports third-quarter results later this month, and the company has already told investors to expect revenue of $860 million to $870 million.
Credo (CRDO): Can Optics Become the Second Engine for AI Data Center Cables?
Credo Technology (NASDAQ:CRDO) showed off a new optical cable last week that is designed to use roughly 30% less power than comparable copper cables, the kind Credo sells today...
Nvidia (NVDA) Is Trading Like Growth Will Stop. The Numbers Say Otherwise.
Earlier this month, a hotter-than-expected inflation report pushed Nvidia (NASDAQ:NVDA) down more than 3% in a single session, according to Yahoo Finance’s Ines Ferré.
Micron (MU) Is Trading at 5x Earnings Despite 87% Margins. What Is Wall Street Missing?
Micron Technology (NASDAQ:MU) spent only $650 million on share repurchases in fiscal 2026.
On Holding (ONON) Trades Full-Price Sales for Volume: Will It Pay Off by 2029?
On Holding (NYSE:ONON) reports its next quarterly results next month, and investors will go straight to sales growth.
Blue Tower on Enova International’s Grasshopper Bank Deal Termination
Blue Tower Asset Management's Q3 2026 investor letter highlights portfolio performance and key market updates. A copy of the letter can be downloaded here.
Bank of America (BAC): Is Its Wealth Business More Valuable Than the Headline Bank Suggests?
Bank of America Corporation (NYSE:BAC) has a wealth franchise that deserves attention beyond lending spreads.
Berkshire Hathaway (BRK-B): Is BNSF Still a Strong Home for Reinvested Capital?
Berkshire Hathaway Inc. (NYSE:BRK-B) owns a railroad benefiting from tighter trucking capacity and stronger freight volumes.
AT&T (T): Do Fiber and Wireless Bundles Create More Valuable Customers?
AT&T Inc. (NYSE:T) wants households to buy mobile service and home internet together.
TJX (TJX): Can Its Bargain Supply Stay Strong as the Store Base Grows?
The TJX Companies, Inc. (NYSE:TJX) turns excess merchandise into bargains. Second-quarter fiscal 2027 comparable sales grew 4%, with management reporting abundant supply.
Linde (LIN): How Much Value Is Really Locked Into Its Project Backlog?
Linde plc (NASDAQ:LIN) is turning semiconductor investment into long-term gas contracts.
Home Depot (HD): Does Becoming a Bigger Distributor Change How the Stock Should Be Valued?
The Home Depot, Inc. (NYSE:HD) now combines 2,364 retail stores with more than 1,340 distribution locations.
Netflix (NFLX): Can Local-Language Hits Improve Returns on Content Spending?
Netflix, Inc. (NASDAQ:NFLX) says non-English titles generated more than a third of viewing in the first half of 2026.
Cisco (CSCO): Can It Profit From Helping Customers Spend Less on AI?
Cisco Systems, Inc.
UnitedHealth (UNH): Does Optum Truly Diversify Its Earnings Risk?
UnitedHealth Group Incorporated (NYSE:UNH) produced $8.0 billion of second-quarter 2026 operating earnings, with Optum contributing $4.0 billion.
Blue Tower Asset Management’s Q3 2026 Investor Letter
Blue Tower Asset Management's Q3 2026 investor letter highlights portfolio performance and key market updates.
How the Termination Fee and Low Valuation Create Asymmetric Upside for Netflix (NFLX)
White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.
Chevron (CVX): Can Long-Term LNG Contracts Make Cash Flow More Predictable?
Chevron Corporation (NYSE:CVX) has secured long-term buyers for most of its Australian equity liquefied natural gas, or LNG.
ICE (ICE): Can Mortgage Software Earn Adequate Returns Without a Refinancing Boom?
Intercontinental Exchange, Inc. (NYSE:ICE) operates exchanges, sells financial data, and supplies software that helps lenders originate, close, and service mortgages.
Willis Towers Watson (WTW): Will Another Cost-Cutting Program Deliver More Cash?
Willis Towers Watson Public Limited Company (NASDAQ:WTW) earns commissions and fees from insurance broking and advice on employee benefits, retirement, and workforce management...
White Brook Capital’s Q3 2026 Investor Letter
White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.
ServiceNow (NOW) Needs Stronger Cash Flow to Support Its AI Expansion
ServiceNow, Inc. (NYSE:NOW) is winning more business as companies use AI to automate work, but growing its platform costs more.
Longleaf Partners Small-Cap Fund’s Q3 2026 Investor Letter
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”.
People Incorporated (PPLI): Solid Quarterly Earnings Highlight Ongoing Corporate Simplification
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Texas Instruments (TXN) Sees Profits Recover, but Is the Stock Still Expensive?
Texas Instruments Incorporated (NASDAQ:TXN) is gaining from recovering chip demand just as its heavy factory spending starts to ease.
Fortune Brands Innovations (FBIN) Prioritizes Long-Term Value Over Short-Term Guidance
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Baidu (BIDU) Expands Its AI Business, but the Core Revenue Recovery Remains Uncertain
Baidu, Inc. (NASDAQ:BIDU) is expanding autonomous driving and AI services while its traditional business stays under pressure.
MGM Resorts International’s (MGM) Solid Regionals Performance Overshadowed by M&A Noise
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Ford (F): Can Better Earnings and BlueCruise Support Its Valuation?
Ford Motor Company (NYSE:F) is trying to improve profits while it funds electric vehicles and more capable driving features.
General Motors (GM) Combines a Low Earnings Multiple With a Margin Recovery
General Motors Company (NYSE:GM) does not need a profitable robotaxi fleet to improve its investment case.
NVIDIA (NVDA) is Strengthening AI Conviction Balanced Against Evolving Competitive Risks
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Qualcomm (QCOM): Automotive Growth Meets Pressure on Handset Earnings
QUALCOMM Incorporated (NASDAQ:QCOM) sells more technology into vehicles while its larger smartphone business weakens.
Tesla (TSLA) Needs Stronger Earnings to Justify Its Autonomy Ambitions
Tesla, Inc. (NASDAQ:TSLA) needs autonomous driving to become more than an impressive product demonstration.
Uber (UBER) Trades at a Discount as Robotaxi Investments Grow
Uber Technologies, Inc. (NYSE:UBER) wants autonomous vehicles to become another source of rides on its platform.
Aurora (AUR) Is Scaling Driverless Trucks. Can Revenue Catch Up With the Spending?
Aurora Innovation, Inc. (NASDAQ:AUR) offers a more direct investment in autonomous driving than a diversified technology company does.
10 Best Autonomous Vehicle Stocks to Buy Now
The autonomous vehicle industry faces a commercial test.
Hola Prime Simplifies Prop Trading Rules With Launch Of It’s Rulebook
New York, USA, October 21st, 2026, FinanceWire The rulebook consolidates account requirements, removes three funded account restrictions and maintains transparent change logs ...
Beyond Big Tech: 4 Companies Capitalizing on Infrastructure and Agentic AI (CHGA, PENG, AIP, INOD)
Naples, US, October 21st, 2026, FinanceWire Artificial intelligence is still the biggest theme in the stock market this year.
Billionaire Ken Fisher and Jim Cramer Agree on Starbucks (SBUX). Is It a Buy Now?
Starbucks Corporation (NASDAQ:SBUX) was in the headlines this month amid reports that it explored a takeover of Chipotle Mexican Grill.
Jim Cramer and Ken Fisher’s AI Pick: Microsoft (MSFT)
Microsoft Corporation (NASDAQ:MSFT) has gone almost nowhere over the past twelve months, with the stock up about 2% in that period.
Jim Cramer and a Billionaire Like Meta (META) Stock Despite AI CapEx Concerns
Meta Platforms, Inc. (NASDAQ:META) remains in the spotlight amid rising AI spending and investors are looking for the results beyond the Muse AI agent.
Here’s What Weighed on Albertsons Companies (ACI)
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Hedge Fund Resource Center
