Here’s Why MercadoLibre (MELI) Offers Long Runway for Growth?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Insider Monkey Blog
Taiwan Semiconductor Manufacturing Company (TSM) Looks Built for Long-Term Growth, but What Happens in the Next Downturn?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
STARPRIME Completes Beta Testing of Market-Maker Model for Retail Brokers
The Market-Maker Model developed by STARPRIME has completed an extensive beta-testing phase, working with a select number of clients.
Why ASML (ASML) Could Remain a Long-Term Winner in Advanced Semiconductors
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Comcast (CMCSA) Turns To Home Security To Lock In Broadband Customers
On August 18, Comcast Corp. (NASDAQ:CMCSA) announced Xfinity Shield, a new home security platform meant to make its broadband service harder to leave.
Amazon (AMZN) Sees Bigger AWS Growth, but Rising Competition Could Pressure Returns
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Microsoft Corporation’s (MSFT) Rich Innovation Legacy Anchors Platform Growth
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Micron Technology (MU) Is Earning More Than Apple or Microsoft, but Can It Last?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alphabet’s (GOOGL) Small Data Deal Hints At A Bigger AI Appetite
On August 17, Google, a unit of Alphabet Inc.
Nvidia’s (NVDA) $105B Ohio Bet: Ecosystem Expansion or Strategic Circularity?
On August 17, Nvidia (NASDAQ:NVDA) agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike County, Ohio, being developed by SoftBank-owned SB...
Is NVIDIA’s (NVDA) AI Dominance About to Face Its Biggest Test Yet?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Eagle Capital Management’s Q2 2026 Investor Letter
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter.
How Howard Hughes Holdings’ (HHH) Vantage Acquisition Sets the Stage for Compound Growth?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Uber (UBER) Bets On Drones As Its Delivery Engine Accelerates
On August 17, Uber Technologies (NYSE:UBER) announced a partnership with drone delivery company Zipline to bring autonomous drone delivery to Uber Eats customers across the United...
What Makes Alcon (ALC) a Bullish Bet?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Intercontinental Exchange (ICE) a Simple, Durable Business Misunderstood by Market?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
S&P Global (SPGI) Positioned to Unlock Growth Potential Amid AI Fears
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Multi Year Growth Runway Fuels Visa’s (V) Bullish Case
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Stable Growth Trajectory Positions Mastercard (MA) for Strong Returns
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Buybacks and EPS Growth Strengthens Restaurant Brands International’s (QSR) Upside
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Serve Robotics (SERV) Turns To Grubhub After Losing Uber Eats Deal
On August 17, Serve Robotics (NASDAQ:SERV) said it is partnering with Grubhub to fulfill orders on the food delivery platform using its sidewalk robots.
Alibaba (BABA) Cashes Out Of Gaming To Double Down On AI
On August 17, Alibaba Group (NYSE:BABA) agreed to hand its entire stake in game studio Lingxi Games to private equity firm Trustar Capital, a deal a person familiar with the matter...
Casella Waste Systems (CWST) Offers Durable Potential Beyond Market Concerns
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares...
The Fund Sold Floor & Decor (FND) as Housing Demand Stayed Weak
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares...
Can Applied Aerospace & Defense (AADX) Convert Its Backlog Into Durable Earnings Growth?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares...
Freedom Holding Marks New Türkiye Milestone as Freedom Yatırım Secures Brokerage License
Istanbul, Türkiye - August 18, 2026. Freedom Yatırım Menkul Değerler A.Ş., a subsidiary of Freedom Holding Corp.
Philip Morris International (PM) vs. Altria Group (MO): Which Tobacco Dividend Fits Your Portfolio
Philip Morris International Inc. (NYSE:PM) and Altria Group, Inc. (NYSE:MO) often come up in the same conversation when investors look for tobacco dividend stocks.
UnitedHealth Group (UNH) vs. Eli Lilly and Company (LLY): Which Healthcare Stock Offers the Better Dividend?
UnitedHealth Group Incorporated (NYSE:UNH) and Eli Lilly and Company (NYSE:LLY) both have respectable dividend records, but the two companies are at different stages of their ...
PPG Industries (PPG) is an Underrated Dividend Stock Worth a Closer Look
PPG Industries, Inc. (NYSE:PPG) has spent decades building a dividend record that is difficult to ignore.
Stanley Black & Decker (NYSE:SWK)’s 58-Year Dividend Streak is Hard to Ignore
Stanley Black & Decker, Inc. (NYSE:SWK) isn't usually the first name that comes to mind when investors talk about dividend stocks. Still, its record is difficult to overlook.
This Dividend Stock Has a Realistic Shot at Becoming a Dividend King
Aflac Incorporated (NYSE:AFL) has built an impressive dividend track record over the years.
Automatic Data Processing (ADP) Dividend Outlook: Strong Fundamentals, Modest Yield
Automatic Data Processing, Inc. (NASDAQ:ADP) has quietly built one of the better dividend records in the market.
McDonald’s is One Dividend Hike Away from Becoming a Dividend King
McDonald's Corporation (NYSE:MCD) is just one dividend increase away from becoming a Dividend King.
Johnson & Johnson’s Dividend Looks Well Positioned for the Long Term
Johnson & Johnson (NYSE:JNJ) continues to stand out as a dividend stock for investors who value dependable income and a long track record of growth.
Kimberly-Clark (KMB): An Overlooked Dividend King Income Investors Should Know
Kimberly-Clark Corporation (NASDAQ:KMB) is not usually the first name that comes up when investors discuss Dividend Kings. Its track record says it probably should be.
Medtronic plc (MDT) is Closing in on Dividend King Status
Medtronic plc (NYSE:MDT) is now just one dividend increase away from becoming a Dividend King.
PepsiCo (PEP)’s Dividend is Strong but the Stock Needs a Turnaround
PepsiCo, Inc. (NASDAQ:PEP)'s recent stock performance has been a letdown for shareholders.
Why Procter & Gamble Remains a Dividend Powerhouse After 70 Years
The Procter & Gamble Company (NYSE:PG) has reached a milestone that very few companies can match.
Amylyx (AMLX) Climbs to Fresh High as Avexitide Moves Closer to Commercialization
Amylyx Pharmaceuticals Inc.
Blowing Past the Street: 3 Stocks Beating EPS Estimates
Nearly seven in 10 S&P 500 companies have exceeded revenue expectations, while earlier FactSet data showed that 77 percent beat revenue estimates - well above the historical five...
Famous Billionaires Were Rushing to Buy Taiwan Semiconductor (TSM). Here’s Why
Taiwan Semiconductor (NYSE: TSM) is one of the most widely held AI chip stocks among elite hedge funds and billionaire investors, the latest 13F filings for the second quarter...
T-Mobile (TMUS), The Market’s Favorite Telecom Just Got Downgraded — and the Reason Should Worry Bulls
For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry.
Bill Gates and Warren Buffett’s Berkshire Portfolios Have This One Non-AI Stock in Common
The latest 13F filings show that Bill Gates' foundation trust and Warren Buffett's Berkshire Hathaway, now run by Greg Abel, had one stock in common in their portfolios as of ...
Baidu Q2 Revenue Misses as Advertising Slides—Is the AI Thesis Still Intact?
China’s Baidu (NASDAQ:BIDU) reported its second-quarter results today, missing Wall Street estimates as continued weakness in its advertising business overshadowed growth in...
Mission Produce (AVO): Understanding The Long-Term Upside Ahead of Q3 Results
Interested in more stocks insiders are piling into before the rest of the market catches on? Check out Insider Monkey's coverage of insider buying and hedge fund positioning...
Forget AI Stocks: Value Investing Giant Seth Klarman Is Loading Up on Genuine Parts (GPC)
Klarman’s Baupost Group increased its position in Genuine Parts Company (NYSE: GPC) by 89% in the second quarter, ending June with 2.82 million shares worth about $332.3 million...
Billionaire Dan Loeb Is Buying This Boring Non-AI Stock the Market Is Ignoring
Recent filings show billionaire Loeb’s Third Point bought Performance Food Group (NYSE:PFGC) in the second quarter.
Algonquin Power (AQN) Bets Big on a US Move While Earnings Slip
On August 7, Algonquin Power & Utilities (NYSE:AQN) held its second-quarter earnings call, and the story split cleanly in two.
Value Investing Legend Howard Marks Is Buying This Stock Down 30%. Should You Buy?
Billionaire Howard Marks is one of the most respected value investors alive.
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