Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here.
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August 3 - Hedge Fund Investor Letters, News
Shopify climbed by 11.54 percent on Monday to end at $126.88 apiece, as investors began positioning portfolios ahead of the results of its earnings performance in the second quarter...
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July 27 - News
Wall Street is returning to Shopify Inc. (NASDAQ:SHOP). On July 13, Jefferies upgraded the stock from Hold to Buy and raised its target to $160 from $140.
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July 14 - News
On July 6, CNBC reported that Swedish fintech company Klarna Group plc (NYSE:KLAR), known for its buy now, pay later offerings, stated that it has applied to federal and state...
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July 13 - Hedge Funds, Industries, News
The S&P North American Technology Software Index has fallen around 10% over the past 6 months, mainly due to rising concerns that advances in AI could disrupt the software ...
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July 6 - Hedge Funds, News
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
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July 6 - Hedge Fund Investor Letters, News
On June 11, Emily Roland, Manulife John Hancock Investment Management, Co-Chief Investment Strategist, joined 'Squawk Box' on CNBC to describe the current market environment ...
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June 22 - Hedge Funds, News
On June 9, the S&P 500 and the NASDAQ Index fell by around 2.4% and 3.6%, respectively. The slight sell-off has resurfaced the concerns of a market bubble ready to burst.
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June 15 - Hedge Funds, News
The Nasdaq Composite shed 4% on Friday, June 5, its worst single-session loss since April 2025’s tariff turmoil.
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June 15 - Hedge Funds, News
E-commerce spending is still climbing, even as consumers have become more selective about where they open their wallets.
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June 13 - Hedge Funds, News
High-growth stocks often come with a catch.
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June 13 - Hedge Funds, News
Technology stocks are flashing bearish signals as a rotation from all-time highs gathers pace.
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June 12 - Hedge Funds, News
On June 8, Michael Zinn, Managing Director & Senior Portfolio Manager at UBS, joined BNN Bloomberg to discuss the outlook on the markets.
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June 10 - Hedge Funds, News
Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here.
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June 9 - Hedge Fund Investor Letters, News
Investor disappointment was visible on April 23, when IBM and ServiceNow plunged despite both beating first-quarter revenue and profit estimates.
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May 30 - Hedge Funds, News
Major US benchmarks are sitting at record highs following a slate of positive earnings results, solid economic data, and a positive outlook.
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May 29 - Hedge Funds, News
On May 22, Reuters reported that high-flying US stocks could face more ups and downs in the final days of a blowout corporate earnings season.
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May 25 - Hedge Funds, News
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the first quarter of 2026.
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May 20 - Hedge Fund Investor Letters, News
Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.
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May 19 - Hedge Fund Investor Letters, News
The S&P 500 index shed 1.24% on Friday to close at 7,408.50. Shares were already under pressure due to a rise in U.S.
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May 18 - Hedge Funds, News
In this article, we will look at the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally.
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May 13 - Hedge Funds, News
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
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May 8 - Hedge Funds, News
Quality stocks are getting more attention as investors look for companies that can keep growing earnings without needing a perfect market backdrop.
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May 8 - Hedge Funds, News
Carrie Gillard: Good morning, and thank you for joining Shopify's First Quarter 2026 Conference Call. I am Carrie Gillard, Director of Investor Relations.
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May 6 - News, Transcripts
In this article, we will look at the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings.
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May 4 - Hedge Funds, News
Is SHOP a good stock to buy? We came across a bullish thesis on Shopify Inc. on Investomine’s Substack. In this article, we will summarize the bulls’ thesis on SHOP.
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April 30 - News, Stock Analysis
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here...
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April 29 - Hedge Fund Investor Letters, News
On April 24, the S&P 500 and Nasdaq closed at all-time highs; however, the bigger story is what's driving them there and what's coming next.
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April 28 - Hedge Funds, News
On April 24, Bank of England Deputy Governor Sarah Breeden said global stock markets could fall because current share prices do not fully reflect the risks facing the global economy...
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April 25 - Hedge Funds, News
The tug-of-war between sentiment and fundamentals is unlikely to recede, given the way global politics is shifting.
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April 23 - Hedge Funds, News
In recent months, artificial intelligence has changed from being a high-concept frontier technology to one that is perhaps the central driver of corporate value creation and capital...
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April 22 - Hedge Funds, News
Investment management company Nightview Capital recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here.
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April 22 - Hedge Fund Investor Letters, News
On April 18, Morgan Stanley's Katerina Simonetti joined CNBC's 'Fast Money' to talk about the state of the market and what she is looking at for both the near and long-term.
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April 20 - Hedge Funds, News
Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here.
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April 20 - Hedge Fund Investor Letters, News
On April 18, Dan Ives from Wedbush Securities appeared on a CNBC Television interview to discuss his takeaways from a recent trip to Asia to assess AI demand.
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April 20 - Hedge Funds, News
For more than a decade, U.S. equities have been the default destination for global investors.
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April 19 - Hedge Funds, News
Even before tensions between Iran and the US picked up, retail investors were already moving toward energy stocks.
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April 17 - Hedge Funds, News
In this article, we will look at the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks.
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April 15 - Hedge Funds, News
In this article, we will look at Jim Cramer’s review of the S&P 500’s top performers and the Nasdaq 100’s biggest laggards for the first quarter.
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April 3 - Hedge Funds, News
Shopify Inc. (NASDAQ:SHOP) is one of the 10 High Growth Mega Cap Stocks to Buy and Hold for Next 10 Years. On March 24, Shopify Inc.
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March 28 - News
By the end of 2025, the US stock market was heavily concentrated in the top 10 companies, the highest concentration since 1932, according to a Morningstar report published by ...
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March 27 - Hedge Funds, News
Is SHOP a good stock to buy? We came across a bullish thesis on Shopify Inc. on Compounding Your Wealth’s Substack by Sergey.
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March 19 - News, Stock Analysis
The markets have not done well lately amid the ongoing geopolitical tensions and economic uncertainties.
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March 18 - Hedge Funds, News
E-commerce platform company Shopify Inc (NASDAQ:SHOP) ranks second on the list of the best stocks to buy for 2026 according to Cathie Wood.
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March 17 - News
In this article, we will list the Cathie Wood 2026 Portfolio: 5 Best Stocks to Buy.
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March 16 - News
On March 9, 2026, Shopify Inc.
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March 13 - News
The broader software industry, long known for premium valuations, has recently been under investor scrutiny amid growing concerns that rapid advances in artificial intelligence...
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March 12 - Hedge Funds, News
ARK Investment Management LLC, or ARK Invest, is an American investment management firm that oversees several actively managed ETFs.
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March 6 - Hedge Funds, News
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Global Opportunity Fund”. A copy of the letter can be downloaded here.
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March 5 - Hedge Fund Investor Letters, News