Honeywell International Inc. (NASDAQ:HON) closed at $213.80 on October 1, having completed the second of two spin-offs that split the conglomerate into three listed companies.
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October 2 - Hedge Funds, News
Micron Technology, Inc. (NASDAQ:MU) has generated enough cash during the memory boom to change its financial resilience.
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October 2 - News, Stock Analysis
CoreWeave, Inc. (NASDAQ:CRWV) can produce a high EBITDA margin while earning much less for equity holders.
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October 2 - News, Stock Analysis
Alphabet (NASDAQ:GOOG) has a new flagship AI model, and it took months longer than promised.
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October 2 - News, Stock Analysis
Snowflake Inc. (NYSE:SNOW) is growing faster while compensation consumes a smaller percentage of sales. That improvement supports the business case.
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October 2 - News, Stock Analysis
Netflix (NASDAQ:NFLX) fell in September and co-CEO Ted Sarandos admitted growth is running slower than he wants. Viewership rose just 2% in the first half of 2026.
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October 2 - News, Stock Analysis
Palantir Technologies Inc. (NASDAQ:PLTR) is producing substantially more cash as its revenue expands.
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October 2 - News, Stock Analysis
Amazon (NASDAQ:AMZN) has a very big tenant.
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October 2 - News, Stock Analysis
Alluvial Capital Management recently released its "Tactile Fund" second-quarter 2026 investor letter.
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October 2 - Hedge Fund Investor Letters, News
Why Stanley Druckenmiller Is Worth Following Billionaire Stanley Druckenmiller is one of the most closely followed macro investors on Wall Street.
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October 2 - Hedge Funds, News
NIKE, Inc. (NYSE:NKE) is in a tough spot.
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October 2 - Hedge Funds, News
PepsiCo, Inc. (NASDAQ:PEP) is not really a soda company, at least not in the traditional sense. There is much more going on under the hood.
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October 2 - Hedge Funds, News
Nvidia (NASDAQ:NVDA) added $150 billion to its share repurchase authorization, the largest increase of its kind in history.
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October 2 - News, Stock Analysis
Airlines have traditionally been difficult investments.
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October 1 - Hedge Funds, News
SoFi Technologies, Inc.
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October 1 - Hedge Funds, News
The AI trade is moving beyond GPUs. As AI models become more capable, they also generate, process, and retain massive amounts of data.
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October 1 - Hedge Funds, News
Zoetis Inc. (NYSE:ZTS) has built one of the strongest franchises in animal health.
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October 1 - Hedge Funds, News
Enterprise security is changing. Companies are not just adding another tool every time a new threat appears.
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October 1 - Hedge Funds, News
The AI boom is creating a problem that has little to do with chips.
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October 1 - Hedge Funds, News
Target Corporation (NYSE:TGT) has become one of the more surprising retail stocks of 2026.
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October 1 - Hedge Funds, News
Celestica Inc. (NYSE:CLS) has already had a remarkable year. The interesting part is that the company doesn't seem to be slowing down.
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October 1 - Hedge Funds, News
Adobe Inc. (NASDAQ:ADBE) said on September 28 that online spending in the United States will grow 6.7% this holiday season, reaching a record of about $275 billion.
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October 1 - Hedge Funds, News
AstraZeneca PLC (NASDAQ:AZN) said on September 28 that it will make a $2 billion equity investment in Summit Therapeutics, Inc.
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October 1 - Hedge Funds, News
Alphabet Inc.
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October 1 - Hedge Funds, News
Accenture PLC (NYSE:ACN) extended its winning streak to a 3rd straight day on Thursday, climbing 15.78 percent to close at $212.30 apiece, as investors cheered its strong earnings...
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October 1 - Market Movers, News
Meta Platforms, Inc. (NASDAQ:META) earns enough from its apps to fund a business that loses billions of dollars each quarter.
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October 1 - News, Stock Analysis
3M Company (NYSE:MMM) gained 1.4% on September 26, after Bernstein upgraded the stock from Underperform to Market Perform and raised its price target from $145 to $171.
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October 1 - Hedge Funds, News
Alphabet Inc. (NASDAQ:GOOGL) now has a cloud business large enough to change the valuation discussion.
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October 1 - News, Stock Analysis
During the lightning round of the September 29 episode of Mad Money, a caller sought Jim Cramer’s opinion of HEICO Corporation (NYSE:HEI), and he replied: Well, I like HEICO...
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October 1 - Hedge Funds, News
During the September 29 episode of Mad Money, Jim Cramer pointed to DoorDash, Inc.
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October 1 - Hedge Funds, News
Amazon.com, Inc. (NASDAQ:AMZN) and GoodRx Holdings, Inc.
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October 1 - Hedge Funds, News
McDonald's Corporation (NYSE:MCD) said on September 23 that it will build its own advertising business, selling space on the digital screens customers already stand and sit in...
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October 1 - Hedge Funds, News
September 2026 revenue up more than 66 percent from July 2026 with expansion of retail customer base and Tollo Health pharmaceutical-adjunct product launches TAMPA, FL - DataMeds...
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October 1 - Business, News, Press Releases
Is PDD a good stock to buy at its 52-week low? We came across a bullish thesis on PDD Holdings Inc. on Astute Optics - US’s Substack.
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October 1 - News, Stock Analysis
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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October 1 - Hedge Fund Investor Letters, News
Is PCAR a good stock to buy? We came across a bullish thesis on PACCAR Inc on Astute Optics - US’s Substack. In this article, we will summarize the bulls’ thesis on PCAR.
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October 1 - News, Stock Analysis
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”.
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October 1 - Hedge Fund Investor Letters, News
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”.
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October 1 - Hedge Fund Investor Letters, News
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”.
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October 1 - Hedge Fund Investor Letters, News
The Procter & Gamble Company (NYSE:PG) is the kind of business investors usually look at when they want stability rather than rapid growth.
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October 1 - Hedge Funds, News
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”.
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October 1 - Hedge Fund Investor Letters, News
PM Capital, an investment management company, released its Q2 2026 investor letter for its “Global Opportunities Fund.” The letter can be downloaded here.
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October 1 - Hedge Fund Investor Letters, News
PM Capital, an investment management company, released its Q2 2026 investor letter for its “Global Opportunities Fund.” Three themes shaped markets in the June quarter: inflation...
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October 1 - Hedge Fund Investor Letters, News
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
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October 1 - Hedge Fund Investor Letters, News
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
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October 1 - Hedge Fund Investor Letters, News
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
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October 1 - Hedge Fund Investor Letters, News
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
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October 1 - Hedge Fund Investor Letters, News
Vancouver, BC, October 1st, 2026, FinanceWire EMP Metals Corp.
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October 1 - Press Releases
Hedge Fund Resource Center 
