Meta Platforms’ (META) Capital Expense Guidance Raised Concerns Over Overspending on AI
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.
Insider Monkey Blog
Broadcom (AVGO) Rallied on Strong AI Momentum
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.
Demand Boom Sent Taiwan Semiconductor Manufacturing Company Limited (TSM) Higher
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.
Baron Durable Advantage Fund’s Q4 2025 Investor Letter
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Durable Advantage Fund”.
Cooper Investors Global Equities Fund: Taiwan Semiconductor Manufacturing Company (TSM) Delivered EPS Growth of 30% p.a. Since Its Addition
Cooper Investors, an investment management firm, released its fourth-quarter 2025 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”. A copy of the letter...
Cooper Investors Global Equities Fund’s Views on Its Largest 2025 Contributor: TKO Group Holdings (TKO)
Cooper Investors, an investment management firm, released its fourth-quarter 2025 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”. A copy of the letter...
Soft Insurance Pricing Environment Hurt Ryan Specialty’s (RYAN) Performance
Cooper Investors, an investment management firm, released its fourth-quarter 2025 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”. A copy of the letter...
Cooper Investors Global Equities Fund’s Q4 2025 Investor Letter
Cooper Investors, an investment management firm, released its fourth-quarter 2025 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
Baron Partners Fund is Leveraging IDEXX Laboratories’ (IDXX) Long-Term Growth Drivers
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.
Gartner (IT) Fell Following a Slowdown in Contract Value
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.
Investors’ Optimism is Fueling The Charles Schwab Corporation’s (SCHW) Performance
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.
Red Rock Resorts (RRR) is Capitalizing on Its Durango Property
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.
Baron Partners Fund Trimmed Tesla (TSLA) Despite Increased Confidence
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.
Baron Partners Fund’s Q4 2025 Investor Letter
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”.
ITI and Westcliff University Announce Partnership to Offer Accredited Master’s in Trading Degree
The International Trading Institute (ITI) and Westcliff University have announced a new academic partnership to offer a Master’s in Trading degree taught by ITI and awarded ...
Matrix Asset Management Sold Fiserv (FISV) Following an Unexpected Earnings Miss
Matrix Asset Advisors, an asset management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Should You Be Optimistic on Texas Instruments’ (TXN) Growth Potential?
Matrix Asset Advisors, an asset management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.
Matrix Asset Management’s Q4 2025 Investor Letter
Matrix Asset Advisors, an asset management company, released its Q4 2025 investor letter. The stock market hit a new all-time high in the fourth quarter of 2025, rising +2.66...
Netflix (NFLX) Plunged Due to Investors’ Concerns Over Acquisition Pricing
LVS Advisory, a New York City-based full-service investment firm, recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Jumia Technologies AG (NYSE:JMIA) Q4 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen. Thank you for standing by. Welcome to Jumia's Results Conference Call for the Fourth Quarter of 2025.
Robinhood Markets, Inc. (NASDAQ:HOOD) Q4 2025 Earnings Call Transcript
Robinhood Markets, Inc. (NASDAQ:HOOD) Q4 2025 Earnings Call Transcript February 10, 2026Robinhood Markets, Inc. beats earnings expectations.
Lyft, Inc. (NASDAQ:LYFT) Q4 2025 Earnings Call Transcript
Erin Brewer: Good afternoon, everyone. This is Erin Brewer. Welcome to Lyft, Inc.'s fourth quarter and full year 2025 earnings call.
Advanced Energy Industries, Inc. (NASDAQ:AEIS) Q4 2025 Earnings Call Transcript
Advanced Energy Industries, Inc. (NASDAQ:AEIS) Q4 2025 Earnings Call Transcript February 10, 2026Advanced Energy Industries, Inc. beats earnings expectations.
Sequans Communications S.A. (NYSE:SQNS) Q4 2025 Earnings Call Transcript
Operator: Welcome to the Fourth Quarter and Full Year Sequans Earnings Conference Call 2025. My name is Shannon. I'll be your operator for today's call.
Xylem Inc. (NYSE:XYL) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to Xylem's Fourth Quarter 2025 Results Conference Call. All participants will be in a listen-only mode.
Zillow Group, Inc. Class C (NASDAQ:Z) Q4 2025 Earnings Call Transcript
Zillow Group, Inc. Class C (NASDAQ:Z) Q4 2025 Earnings Call Transcript February 10, 2026Zillow Group, Inc. Class C misses on earnings expectations.
Duke Energy Corporation (NYSE:DUK) Q4 2025 Earnings Call Transcript
Duke Energy Corporation (NYSE:DUK) Q4 2025 Earnings Call Transcript February 10, 2026Duke Energy Corporation beats earnings expectations.
Vestis Corporation (NYSE:VSTS) Q1 2026 Earnings Call Transcript
Operator: Thank you for your continued patience. Your meeting will begin shortly.
Gilat Satellite Networks Ltd. (NASDAQ:GILT) Q4 2025 Earnings Call Transcript
Gilat Satellite Networks Ltd. (NASDAQ:GILT) Q4 2025 Earnings Call Transcript February 10, 2026Gilat Satellite Networks Ltd. beats earnings expectations.
IRadimed Corporation (NASDAQ:IRMD) Q4 2025 Earnings Call Transcript
IRadimed Corporation (NASDAQ:IRMD) Q4 2025 Earnings Call Transcript February 10, 2026IRadimed Corporation beats earnings expectations.
Klaviyo, Inc. (NYSE:KVYO) Q4 2025 Earnings Call Transcript
Krista: Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.
Teradata Corporation (NYSE:TDC) Q4 2025 Earnings Call Transcript
Teradata Corporation (NYSE:TDC) Q4 2025 Earnings Call Transcript February 10, 2026Teradata Corporation beats earnings expectations.
Ares Commercial Real Estate Corporation (NYSE:ACRE) Q4 2025 Earnings Call Transcript
Ares Commercial Real Estate Corporation (NYSE:ACRE) Q4 2025 Earnings Call Transcript February 10, 2026Ares Commercial Real Estate Corporation beats earnings expectations.
CVS Health Corporation (NYSE:CVS) Q4 2025 Earnings Call Transcript
CVS Health Corporation (NYSE:CVS) Q4 2025 Earnings Call Transcript February 10, 2026CVS Health Corporation beats earnings expectations.
Quest Diagnostics Incorporated (NYSE:DGX) Q4 2025 Earnings Call Transcript
Quest Diagnostics Incorporated (NYSE:DGX) Q4 2025 Earnings Call Transcript February 10, 2026Quest Diagnostics Incorporated misses on earnings expectations.
The Coca-Cola Company (NYSE:KO) Q4 2025 Earnings Call Transcript
The Coca-Cola Company (NYSE:KO) Q4 2025 Earnings Call Transcript February 10, 2026The Coca-Cola Company beats earnings expectations.
Saia, Inc. (NASDAQ:SAIA) Q4 2025 Earnings Call Transcript
Operator: Good day. And welcome to Saia, Inc. Fourth Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
Upstart Holdings, Inc. (NASDAQ:UPST) Q4 2025 Earnings Call Transcript
Operator: Good afternoon, and welcome to the Upstart Fourth Quarter and Full Year 2025 Earnings Call.
Genasys Inc. (NASDAQ:GNSS) Q1 2026 Earnings Call Transcript
Genasys Inc. (NASDAQ:GNSS) Q1 2026 Earnings Call Transcript February 10, 2026Genasys Inc. misses on earnings expectations.
MNTN Inc. (NYSE:MNTN) Q4 2025 Earnings Call Transcript
Operator: Hello, and welcome to the MNTN Inc. Fourth Quarter and Full Year 2025 Results Conference Call.
Edwards Lifesciences Corporation (NYSE:EW) Q4 2025 Earnings Call Transcript
Edwards Lifesciences Corporation (NYSE:EW) Q4 2025 Earnings Call Transcript February 10, 2026Edwards Lifesciences Corporation misses on earnings expectations.
Rapid7, Inc. (NASDAQ:RPD) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone. My name is Kehaylani, and I will be your conference operator today.
Gilead Sciences, Inc. (NASDAQ:GILD) Q4 2025 Earnings Call Transcript
Gilead Sciences, Inc. (NASDAQ:GILD) Q4 2025 Earnings Call Transcript February 10, 2026Gilead Sciences, Inc. beats earnings expectations.
InMode Ltd. (NASDAQ:INMD) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to InMode Ltd.'s fourth quarter and full year 2025 earnings conference call. All participants will be in listen-only mode.
Electromed, Inc. (AMEX:ELMD) Q2 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Electromed, Inc. Second Quarter Fiscal Year 2026 Earnings Conference Call. All participants will be in listen-only mode.
DuPont de Nemours, Inc. (NYSE:DD) Q4 2025 Earnings Call Transcript
DuPont de Nemours, Inc. (NYSE:DD) Q4 2025 Earnings Call Transcript February 10, 2026DuPont de Nemours, Inc. misses on earnings expectations.
Organigram Global Inc. (NASDAQ:OGI) Q1 2026 Earnings Call Transcript
Organigram Global Inc. (NASDAQ:OGI) Q1 2026 Earnings Call Transcript February 10, 2026Organigram Global Inc. misses on earnings expectations.
Spotify Technology S.A. (NYSE:SPOT) Q4 2025 Earnings Call Transcript
Spotify Technology S.A. (NYSE:SPOT) Q4 2025 Earnings Call Transcript February 10, 2026Spotify Technology S.A. beats earnings expectations.
Lattice Semiconductor Corporation (NASDAQ:LSCC) Q4 2025 Earnings Call Transcript
Lattice Semiconductor Corporation (NASDAQ:LSCC) Q4 2025 Earnings Call Transcript February 10, 2026Lattice Semiconductor Corporation reports earnings inline with expectations.
XPLR Infrastructure, LP (NYSE:XIFR) Q4 2025 Earnings Call Transcript
XPLR Infrastructure, LP (NYSE:XIFR) Q4 2025 Earnings Call Transcript February 10, 2026XPLR Infrastructure, LP beats earnings expectations.
Hedge Fund Resource Center
