On August 13, York Space Systems (NYSE:YSS) walked investors through a quarter that looked strong on execution but weak on near-term revenue.
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August 27 - Hedge Funds, News
On August 13, Globant (NYSE:GLOB) held its second-quarter 2026 earnings call, and the numbers told two very different stories.
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August 27 - Hedge Funds, News
On August 20, Twin Disc (NASDAQ:TWIN) reported its fiscal fourth-quarter results, and the headline numbers looked like a breakout.
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August 27 - Hedge Funds, News
On August 14, RLX Technology (NYSE:RLX) reported second-quarter results that told two different stories at once.
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August 27 - Hedge Funds, News
RUM Group just landed a $13.7 billion AI infrastructure contract, roughly 339 times its latest quarterly revenue.
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August 27 - News, Stock Analysis
Micron Technology, Inc. (NASDAQ:MU) trades at roughly 7 times forward earnings despite an AI-driven memory boom that has sent revenue, profits and the stock sharply higher.
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August 27 - News, Stock Analysis
Micron Technology, Inc. (NASDAQ:MU) posted an 84.9% non-GAAP gross margin in its fiscal third quarter.
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August 27 - News, Stock Analysis
OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt than the comparison systems, and it went from initial design to tape-out in nine months...
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August 27 - News, Stock Analysis
Reuters reported on August 26, citing a person familiar with the matter after Bloomberg broke the news, that Anthropic will spend $45 billion over six years to rent Nvidia Vera...
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August 27 - News, Stock Analysis
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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August 27 - Hedge Fund Investor Letters, News
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Keep Reading →
August 27 - Hedge Fund Investor Letters, News
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Keep Reading →
August 27 - Hedge Fund Investor Letters, News
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Keep Reading →
August 27 - Hedge Fund Investor Letters, News
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Keep Reading →
August 27 - Hedge Fund Investor Letters, News
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here.
Keep Reading →
August 27 - Hedge Fund Investor Letters, News
Greenlight Capital is an investment management firm specializing in value-oriented strategies.
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August 27 - Hedge Fund Investor Letters, News
Harmovest Capital today announced the continued development of its global financial services platform, bringing together technology, international market access, compliance and...
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August 27 - Press Releases
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain...
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August 27 - Hedge Fund Investor Letters, News
On August 13, KinderCare Learning Companies (NASDAQ:KLC) reported second-quarter results that captured the company in the middle of major surgery on itself.
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August 27 - Hedge Funds, News
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain...
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August 27 - Hedge Fund Investor Letters, News
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain...
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August 27 - Hedge Fund Investor Letters, News
Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
On August 14, AirJoule Technologies (NASDAQ:AIRJ) reported second-quarter results that arrived alongside a striking backdrop: state governments are now blocking new data centers...
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August 27 - Hedge Funds, News
Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter.
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August 27 - Hedge Fund Investor Letters, News
Emeth Value Capital, an investment management company, released its second-quarter investor letter. A copy of the letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
Emeth Value Capital, an investment management company, released its second quarter investor letter.
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August 27 - Hedge Fund Investor Letters, News
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
On August 13, Capricor Therapeutics (NASDAQ:CAPR) held its second-quarter earnings call, just over two weeks after an FDA advisory committee voted 3 to 9 against the company's...
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August 27 - Hedge Funds, News
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
On August 13, Nu Holdings Ltd.
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August 27 - Hedge Funds, News
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
Wall Street sees a new leg of artificial intelligence infrastructure boom taking shape, particularly as the industry shifts its attention from pure model training to complex, ...
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August 27 - Hedge Funds, News
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
On August 13, StoneCo (NASDAQ:STNE) walked investors through a quarter that captures the central tension in its story right now: a credit business scaling faster than almost anyone...
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August 27 - Hedge Funds, News
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here.
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August 27 - Hedge Fund Investor Letters, News
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” U.S.
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August 27 - Hedge Fund Investor Letters, News
On August 13, Nektar Therapeutics (NASDAQ:NKTR) held its second-quarter earnings call and laid out where its lead drug candidate stands after years of development.
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August 27 - Hedge Funds, News
13D Activist Fund is a mutual fund focusing on companies that are targeted by shareholder activists.
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August 27 - Hedge Fund Investor Letters, News
On August 20, ATRenew (NYSE:RERE) reported second-quarter results that beat the high end of its own guidance, with revenue climbing 32.4% year over year to RMB 6.6 billion.
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August 27 - Hedge Funds, News
13D Activist Fund is a mutual fund focusing on companies that are targeted by shareholder activists.
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August 27 - Hedge Fund Investor Letters, News
On August 20, Futu Holdings Limited (NASDAQ:FUTU) reported the strongest quarter in its history, with trading volume pushing past HK$6 trillion for the first time.
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August 27 - Hedge Funds, News
Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%.
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August 27 - Hedge Fund Investor Letters, News
Citizens’ analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $315 price target.
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August 27 - Hedge Funds, News
Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%.
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August 27 - Hedge Fund Investor Letters, News
Citizens’ $515 price target for Alphabet Inc. (NASDAQ:GOOGL) may look like a stretch, sitting at a street-high above the $425 average.
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August 27 - Hedge Funds, News
Zoom Communications Inc. (NASDAQ:ZM) delivered a clean Q2 2027 print.
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August 27 - Hedge Funds, News