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Insider Monkey Blog

Coherent (COHR): Unmet Hyperscaler Demand Fuels Aggressive Capacity Expansion

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Corning (GLW) Rallied on Strong Long-Term Outlook Upgrade

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Reaves Long Term Value Strategy’s Q2 2026 Investor Letter

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% (gross) increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Corning’s (GLW) Leadership Advantage in Adapting to Tech Transitions

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

ACV Auctions (ACVA) Jumps on Top-Line Growth and Large Buyback Authorization

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Renewed Demand Momentum Lifts WillScot Holdings (WSC)

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

HF Sinclair (DINO) Strengthens from Its Refining Segment Despite Sector Weakness

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Lazard (LAZ) Slid on Slower M&A Activity

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Here’s Why Dolby Laboratories (DLB) Traded Down in Q2

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Cambiar SMID Fund’s Q2 2026 Investor Letter

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. U.S.

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September 17 - Hedge Fund Investor Letters, News

STARPRIME Responds to Diverging Gold Market Demand with AM/PM Fixing and XAU24/7

Port Louis, Mauritius, September 17th, 2026, FinanceWire New offerings address two distinct market needs: fixing-related exposure management and continuous quote-driven gold access...

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September 17 - Press Releases

AtlasClear Holdings Reports Preliminary Fiscal 2026 Revenue of Approximately $20.1 Million, Up 85%; Revenue Plus Interest Income of Approximately $21.9 Million

TAMPA, Fla, September 17th, 2026, FinanceWire Stock Locate Fees Grow More Than 20-Fold to Approximately $6.8 Million; Commissions Up Approximately 56% Non-Commission Revenue Lines...

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September 17 - Press Releases

Jim Cramer on Aflac (AFL): “Not Great, Not Bad”

On September 11, toward the end of the lightning round, a caller inquired whether they should sell, continue to buy, or hold Aflac Incorporated (NYSE:AFL).

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September 17 - Hedge Funds, News

BCSM Exits Heartflow (HTFL) on Competitive Concerns

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

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September 17 - Hedge Fund Investor Letters, News

BCSM Exits Insulet Corporation (PODD), Maintains Watchlist Status

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

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September 17 - Hedge Fund Investor Letters, News

Rising Commoditization Threatens Booz Allen Hamilton Holding Corporation’s (BAZ) Margins

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

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September 17 - Hedge Fund Investor Letters, News

Fund Capitalizes on Axon Enterprise (AXON) in AI-Related Selloff

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

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September 17 - Hedge Fund Investor Letters, News

Coherent Corp. (COHR): A Critical Player in AI Data Center Buildouts

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

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September 17 - Hedge Fund Investor Letters, News

Baron SMID Cap ETF’s Q2 2026 Investor Letter

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF’”.

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September 17 - Hedge Fund Investor Letters, News

Why Lincoln Educational (LINC) Is Outperforming 

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Merck & Co. (MRK) is Building a Stronger Future Beyond Its Keytruda Franchise 

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Earnings Drag and Geopolitical Headwinds Weigh on Lockheed Martin’s (LMT) Performance

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Group 1 Automotive (GPI): Can High Debt and a Troubled UK Acquisition Derail the Recovery? 

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Falling Bitcoin Prices Drag Down Products and Mining Revenue for Canaan (CAN)

On September 8, Canaan Inc. (NASDAQ:CAN) announced its second quarter FY26 results, which did not inspire confidence.

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September 17 - Hedge Funds, News

Alphabet (GOOG): Is Massive Infrastructure Capex Worth It?

Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

The Return-on-Capital Question Looming Over NVIDIA Corporation’s (NVDA) AI Investments

Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Jim Cramer Hesitates to Bet Against QXO CEO Brad Jacobs

Mentioning that their “stock is in the hole,” a caller asked if they should stay with QXO, Inc. (NYSE:QXO) or leave during the September 11 episode of Mad Money.

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September 17 - Hedge Funds, News

Jim Cramer Explains Why AppLovin (APP) Stock Is Going Down

During the September 11 episode of Mad Money, a caller asked whether to sell AppLovin Corporation (NASDAQ:APP) after gains of about 400% following an 800% peak, or continue holding...

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September 17 - Hedge Funds, News

Jim Cramer Believes Sphere Entertainment (SPHR) Is “Amazing”

Starting the lightning round of the September 11 episode, a caller asked if they should keep their “best winner” Sphere Entertainment Co. (NYSE:SPHR).

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September 17 - Hedge Funds, News

Jim Cramer Says He Thinks “You Hold on to Meta”

During the September 11 episode of Mad Money, a caller asked about Meta Platforms, Inc.

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September 17 - Hedge Funds, News

Jim Cramer Says He Can’t “Counsel Owning” Honeywell Aerospace (HONA)

When a caller inquired about Honeywell Aerospace Inc.

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September 17 - Hedge Funds, News

Estée Lauder (EL) Partners with University of Leeds to Address Shade-Matching Challenges

Estée Lauder Companies Inc. (NYSE:EL) aims to establish advanced standards for scientific formulation of complexion-enhancing products such as concealers and foundations.

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September 17 - Hedge Funds, News

Jim Cramer on Advanced Micro Devices (AMD): “Buy It”

A caller asked during September 11’s episode of Mad Money if Advanced Micro Devices, Inc.

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September 17 - Hedge Funds, News

Jim Cramer Suggests A Caller That It Is Time to Move On From DraftKings (DKNG)

During the September 11 episode of Mad Money, an Investing Club member asked whether DraftKings Inc.

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September 17 - Hedge Funds, News

Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street Hesitates

On August 11, Silicon Labs (NASDAQ:SLAB) reported second-quarter results for the period ended July 4, posting revenue of $228 million, up 18% from a year earlier.

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September 17 - Hedge Funds, News

South Bow (SOBO): Pipeline Operator Cashes In On Global Crude Chaos

On August 5, South Bow Corp.

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September 17 - Hedge Funds, News

A Philippine Telecom’s AI Makeover Tests UiPath’s (PATH) Pitch

On September 11, UiPath (NYSE:PATH) announced that PLDT, the leading digital services provider in the Philippines, had scaled its use of the UiPath Platform to keep pace with ...

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September 17 - Hedge Funds, News

AXIS Capital (AXS) Adds A High-Performing Excess Liability Book

On August 5, AXIS Capital (NYSE:AXS) announced it agreed to acquire the renewal rights to the Excess Liability business of DUAL North America, a program administrator that wrote...

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September 17 - Hedge Funds, News

Figure (FIGR) Bets AI Agents Can Rescue Trillions in Stalled Home Loans

On September 10, Figure Technology Solutions (NASDAQ:FIGR) announced a partnership with Sierra, the conversational AI platform co-founded by Bret Taylor and Clay Bavor, to attack...

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September 17 - Hedge Funds, News

CAE (CAE) Expands Into Drone Training With New Poland Alliance

On September 8, CAE (NASDAQ:CAE) signed a memorandum of understanding with WB Electronics, a Polish defense technology company, at the MSPO 2026 exhibition in Kielce, Poland.

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September 17 - Hedge Funds, News

Central Bancompany’s (CBC) Profits Climb As It Doubles Down On Buybacks

On August 4, Central Bancompany (NASDAQ:CBC) reported second-quarter results that topped both the prior quarter and the year-ago period on nearly every measure that matters to...

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September 17 - Hedge Funds, News

StandardAero’s (SARO) Margins Are Growing Faster Than Its Revenue

On August 6, StandardAero (NYSE:SARO) reported second-quarter results that leaned harder on margin than on revenue, and the numbers show why that distinction matters.

Keep Reading →

September 17 - Hedge Funds, News

Paylocity’s (PCTY) Record Profits Come With A Slowing Growth Forecast

On August 4, Paylocity Holding Corporation (NASDAQ:PCTY) closed the books on a fiscal 2026 that most software companies would envy: 11% total revenue growth, a 22.4% jump in diluted...

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September 17 - Hedge Funds, News

COPT Defense (CDP) Keeps Leasing Ahead Of Its Own Targets

On September 9, COPT Defense Properties (NYSE:CDP) told investors it had already leased 408,000 square feet of vacant space this year, more than the 400,000 square feet it originally...

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September 17 - Hedge Funds, News

StoneX (SNEX) Turns Mortgage Bond Complexity Into New Revenue

On September 10, StoneX Group (NASDAQ:SNEX) and DeltaTerra Investments rolled out a synthetic credit structure built around Agency mortgage bonds issued through Fannie Mae's Connecticut...

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September 17 - Hedge Funds, News

A Profit Plunge Masks Timken’s (TKR) Real Momentum Story

On August 4, Timken (NYSE:TKR) reported second-quarter results that read like two different stories depending on which line you stop at.

Keep Reading →

September 17 - Hedge Funds, News

Spyre (SYRE) Clears Monotherapy Phase for IBD Portfolio, Setting Up Combination Tests

On September 8, Spyre Therapeutics (NASDAQ:SYRE) announced that SPY003, its anti-IL-23 antibody, hit its primary endpoint in Part A of the Phase 2 SKYLINE trial, posting a 10....

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September 17 - Hedge Funds, News

SentinelOne (S) Expands Wayfinder With OpenAI’s Newest Cyber Model

On September 3, SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services with new tools built on OpenAI's latest cyber-focused model, arriving just a week after the company...

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September 17 - Hedge Funds, News

Mosaic (MOS) Bets On Enzymes While Its Core Business Bleeds

On August 17, Mosaic Biosciences, a unit of The Mosaic Company (NYSE:MOS), launched Renuvis Enzara, an enzyme-based treatment meant to speed up how fast crop residue breaks down...

Keep Reading →

September 17 - Hedge Funds, News

Hess Midstream (HESM) Boosts Its Payout As Volumes Keep Sliding

On August 3, Hess Midstream LP (NYSE:HESM) reported second-quarter results that raised more questions than they answered.

Keep Reading →

September 17 - Hedge Funds, News

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