The Fund’s Largest Relative Detractor: Unowned Advanced Micro Devices (AMD)
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
Insider Monkey Blog
Seagate Technology (STX): The Primary Beneficiary of the AI Driven HDD Demand
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
Western Digital (WDC): The Fund’s Top Relative Contributor
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
Fidelity Dividend Growth Fund’s Q2 2026 Investor Letter
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
Is First Citizens BancShares (FCNCA) an Undervalued Opportunity?
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
International Trading Institute Expands Professional Trader Development Beyond the Master’s in Trading
Barcelona, Spain, September 15th, 2026, FinanceWire The International Trading Institute (ITI) has expanded its education offering beyond its flagship Master’s in Trading, creating...
Jim Cramer Questions TJX After Marmaxx Stumbles
Jim Cramer raised concerns about The TJX Companies, Inc.
Lilly’s Foundayo Quickly Gains Ground in the Oral Weight-Loss Market
Eli Lilly and Company (NYSE:LLY) says its newly launched oral obesity drug Foundayo has captured more than 30% of new U.S.
Abbott Faces $384 Million Cost as Infant Formula Legal Risks Persist
Abbott Laboratories (NYSE:ABT) has agreed to pay more than $384 million to resolve U.S.
Bank of America Warns of 10%+ Drop in Q3 Investment Banking Fees
Bank of America Corporation (NYSE:BAC) expects third-quarter investment banking fees to fall by at least 10% year over year, which highlights a broader normalization across capital...
BioNTech’s Lung Cancer Drug Shows Signs of a Major Breakthrough
BioNTech SE (NASDAQ:BNTX) reported that its investigational lung-cancer drug gotistobart produced a clinically meaningful overall-survival benefit in the Phase 3 PRESERVE-003 ...
From Novo Nordisk to ‘Novo’: A Strategic Reset Amid Rising Lilly Pressure
Novo Nordisk A/S (NYSE:NVO)'s decision to rebrand its day-to-day identity as “Novo” and launch a cultural reset is primarily a strategic response to the company’s loss of...
Why Rentokil Initial’s (RTO) Discount to Rollins Could Narrow
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Kimberly-Clark Moves to Clear EU Hurdle with Kenvue Asset Sales
Kimberly-Clark Corporation (NASDAQ:KMB) is preparing asset sales to address EU antitrust concerns surrounding its planned $40 billion acquisition of Kenvue, according to Reuters...
Oracle Adds $700 Million to the Cost of its AI Transformation
Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up...
Nvidia’s Anthropic Investment: Securing AI Demand Amid Rising Competition
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in...
AstraZeneca’s Oncology Engine Faces a Key Test After Camizestrant Miss
AstraZeneca PLC (NYSE:AZN)'s breast cancer pill Etcamah (camizestrant) failed to meet the primary endpoint in the Phase III SERENA-4 trial, dealing a setback to one of the company...
GSK Cuts 641 Jobs in Vaccine Manufacturing Restructuring
GSK plc (NYSE:GSK) plans to close its vaccine manufacturing facility in Dresden, Germany, by summer 2027, putting 641 jobs at risk.
Colgate-Palmolive Seeks Value Through Portfolio Reshaping
Colgate-Palmolive Company (NYSE:CL) is reportedly exploring the sale of several mass-market personal care brands, including Softsoap, Irish Spring and Speed Stick, in a portfolio...
Strong Volume Growth and Intact Pricing Lifted Masco Corporation (MAS) in Q2
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Broyhill Maintains Confidence in ServiceNow (NOW). Here’s Why
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Inside Broyhill’s Bearish Exit of Accenture (ACN)
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
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.
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.
Hedge Fund Resource Center
