A Strong Rebound Case of IQVIA Holdings (IQV)
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
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Valvoline (VVV) Strengthens from Strong Execution
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Commercial Foodservice Recovery Drives The Middleby Corporation (MIDD) Higher
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Here’s Why Sotera Health Company (SHC) Surges 25% in Q2
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Broyhill Asset Management’s Q2 2026 Investor Letter
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter.
Vishay Precision (VPG) Became a Winner From Industrial Recovery and the Humanoid Robotics Boom
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Universal Display (OLED): Is the AI Infrastructure Boom Becoming a Hidden Risk for Display Suppliers?
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
How AI Infrastructure and Component Costs Threaten Logitech’s (LOGI) Outlook
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
AMD (AMD) Could Compound EPS at 65% Through 2030, Piper Says
With Agentic AI accelerating CPU server chip demand, Wall Street believes Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the primary beneficiaries taking share.
Can Rising Component Costs and Weak Consumer Spending Break Dolby Laboratories’ (DLB) Growth Outlook?
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Broadcom’s Real Constraint Isn’t Demand. It’s Supply.
Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference.
Qualcomm’s Datacenter Pivot Is Real, but The Market Already Knows This
Despite being late to the Data center party, QUALCOMM Incorporated (NASDAQ: QCOM) may finally have found the path to becoming a meaningful data center chip supplier.
Meta’s (META) Muse Math: 10 Million Paying Users Could Mean $2.4 Billion a Year
Goldman Sachs has proclaimed Meta Platforms, Inc. (NASDAQ: META) as a stock currently in transition.
GameStop (GME) Hits Operating Milestone Despite Weakness in Core Sales
On September 8, GameStop Corp.
Jim Cramer Said This AI Stock Has A Clever Technology Chief
Data center computing infrastructure provider Oracle Corporation (NYSE:ORCL) is one of the most discussed stocks in the AI space.
Google’s Traffic Numbers Look Fine, Its Search Economics Tell Another Story
According to Bank of America’s traffic data, Alphabet Inc. (NASDAQ:GOOG) is holding its position despite growing competition from a range of AI challengers.
Morgan Stanley Direct Lending (MSDL) Holds Its Dividend As Profits Slip
On August 6, Morgan Stanley Direct Lending Fund (NYSE:MSDL) reported financial results for the quarter ended June 30, and its board kept the regular dividend at $0.45 per share...
The Fed May Hike Again. Here’s Why CoreWeave and IREN Face Different Rate Risks
AI infrastructure investors now have two simultaneous reasons to think about the cost of money.
Edgewell’s (EPC) Margins Slip Even As North America Rebounds
On August 5, Edgewell Personal Care (NYSE:EPC) reported third quarter fiscal 2026 results for the period ended June 30, and the numbers tell two different stories at once.
AI Stocks Fell, but Workday and Adobe Jumped. A Favorite AI Disruption Trade Just Flinched
Software moved against the chip tape on September 14. Workday, Inc. (NASDAQ:WDAY) and Adobe Inc.
Texas and Cape Town Are Tightening the Data-Center Gate. Digital Realty and Equinix Could Still Benefit
The AI data-center boom is running into the same two scarce resources in very different places: power and political permission.
Herbalife (HLF) Bets $250M On Its Own Battered Stock
On September 8, Herbalife Ltd. (NYSE:HLF) told investors its board had cleared a new $250 million share buyback, to be spread across the next three years.
Anthropic Expects a Second Straight Quarter of Adjusted Operating Profit. Amazon and Alphabet Investors Should Read the Fine Print
Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company.
ORIC (ORIC) Doubles Down On Prostate Cancer With Phase 3 Launch
On August 3, ORIC Pharmaceuticals (NASDAQ:ORIC) reported second-quarter results that showed a clinical-stage biotech converting years of early work into two separate late-stage...
Acquisitions Are Doing More of the Work in Core & Main’s (CNM) Growth Story
Core & Main Inc. (NYSE:CNM) announced its second-quarter results for the fiscal year 2026, on September 9.
Ameresco’s (AMRC) Data Center Boom Masks A Cash Flow Problem
On August 3, Ameresco (NYSE:AMRC) announced second-quarter 2026 financial results for the period ended June 30, and the headline number was hard to ignore.
Jim Cramer Says Lululemon (LULU) is in “No Man’s Land” After Another Brutal Quarter
Jim Cramer says lululemon athletica inc. (NASDAQ:LULU) has gone from a premier growth stock to a company facing a serious deterioration in demand, competition, and execution.
Dole’s (DOLE) Revenue Climbs While Fruit Costs Squeeze Profits
On August 10, Dole plc (NYSE:DOLE) reported second-quarter 2026 financial results that told two very different stories under one roof.
Bristow’s (VTOL) Profit Nearly Doubles While A Government Problem Lingers
On August 4, Bristow Group (NYSE:VTOL) reported second-quarter results showing net income of $21.2 million, or $0.70 per diluted share, up sharply from $13.1 million, or $0.44...
FuboTV’s (FUBO) Revenue Explosion Meets A Skeptical Stock Market
On August 5, FuboTV Inc. (NYSE:FUBO) reported third-quarter fiscal 2026 results for the period ended June 30, and the headline number is hard to miss.
Harmonic (HLIT) Bets On AI Intelligence To Reshape Broadband Operations
On September 8, Harmonic (NASDAQ:HLIT) unveiled cOS SensAI, a vendor-agnostic software layer built to pull scattered network data from routers, modems, and in-home devices into...
A $148M Sale Masks What Alexander’s (ALX) Really Earned
On August 3, Alexander's Inc. (NYSE:ALX) reported second-quarter net income of $155.4 million, more than 25 times what it earned in the same quarter of 2025.
T1 Energy (TE) Bets Big On Domestic Solar While Losses Mount
On August 12, T1 Energy (NYSE:TE) reported second-quarter 2026 results that summed up exactly where the company stands right now.
Everforth (EFOR) Lands $30M Pentagon Health Deal But Growth Questions Persist
On August 11, Everforth (NYSE:EFOR) said its federal segment, Everforth ECS, had won a four-year, $30 million contract to support the Defense Health Agency's technology modernization...
AMN Healthcare (AMN) Swings To Profit While Two Segments Keep Sliding
On August 6, AMN Healthcare Services (NYSE:AMN) reported second quarter revenue of $673.2 million, up 2% from a year earlier, alongside net income of $21.2 million and adjusted...
Seneca Foods (SENEA) Sees Sales and Earnings Climb Amid Mixed Margin Signals
On August 6, Seneca Foods Corporation (NASDAQ:SENEA) reported financial results for the three months ended June 27, and the swings in the numbers are hard to ignore.
POET Technologies (POET) Doubles Revenue As Cash Burn Accelerates
On August 13, POET Technologies (NASDAQ:POET) reported second-quarter revenue of $569,925, up 112% from a year earlier and its sixth straight quarter of sequential growth.
Jim Cramer Calls Kailera Therapeutics (KLRA) “The Most Speculative Stock On Earth”
During the lightning round of the September 10 episode of Mad Money, a caller asked if Kailera Therapeutics, Inc. (NASDAQ:KLRA) is a buy, sell, or hold.
Amazon Could Buy Up to $60 Billion From Qualcomm Just as Apple Brings Modems In-House. Is the AI Pivot Real?
QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc.
Donald Trump Rejects Calls For AI Slowdown. That Changes the Game for Nvidia and AMD
President Donald Trump has rejected calls to slow frontier AI development on September 13, arguing that the US must preserve its lead over China.
Dell Seeks $4 Billion as AI Boom Fuels Growth and Debt Management
Dell Technologies Inc. (NYSE:DELL) is looking to raise roughly $4 billion through an investment-grade bond sale, mainly to refinance debt coming due in 2026.
UnitedHealth Partners with TPG to Strengthen Underperforming Florida Clinics
UnitedHealth Group Incorporated (NYSE:UNH) has sold an interest in some of its Optum Health operations in Florida to private-equity firm TPG, specifically involving its WellMed...
UBS Bets Big on Lockheed Martin (LMT): “Material Upside” Ahead as Missile Boom Reshapes the Growth Story
A legacy defense company recently got a fresh growth story. UBS analyst Gavin Parsons on September 8 upgraded Lockheed Martin Corporation (NYSE:LMT) to Buy from Neutral.
Big Tech Issued About $220 Billion of Bonds. Alphabet and Meta Show How AI Is Warping the Credit Market
AI spending is now large enough to distort the bond market around it.
Northrop Grumman (NOC) Gets a Vote of Confidence as UBS Raises Target, Keeps Buy
On September 8, UBS lifted its price target on Northrop Grumman Corporation (NYSE:NOC) to $704 from $685, while maintaining a Buy rating on the shares.
Amazon and Microsoft Can Buy GPUs. But U.S. Construction Is Short 439,000 Workers
The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S.
CrowdStrike and Palo Alto Rallied While AI Stocks Sank. Wall Street Is Pricing a Different AI Trade
The September 14 AI selloff produced an odd winner: cybersecurity. As chip stocks fell after frontier AI leaders called for slower development, CrowdStrike Holdings, Inc.
Adobe (ADBE): A Billion Users, But Wall Street Wants Proof It Pays
On September 10, 2026, Adobe Inc.
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