Apple (AAPL) Cut Its Europe App Store Fees. Its Own Earnings Show Why It Had To
Apple Inc. (NASDAQ:AAPL) announced on August 18, 2026, that alternative app stores in the European Union will be charged a 5% commission on in-app purchases.
Insider Monkey Blog
Diana Shipping (DSX) & Genco Shipping (GNK): A Nearly Year-Long Shipping Takeover Fight Just Ended. Here’s Who Blinked
On August 14, 2026, Diana Shipping Inc.
Apple (AAPL)’s China AI Strategy: Why Remove the Alibaba (BABA) Guide?
Reuters reported on August 14, 2026, that Apple Inc.
Eli Lilly (LLY) Is Suing Six Companies Over an Unapproved Drug—Leaving Novo Nordisk (NVO) Clear in the GLP-1 Wars
On August 12, 2026, Eli Lilly and Company (NYSE:LLY) said that it filed six lawsuits against US companies it accuses of illegally selling black-market versions of retatrutide.
Cerebras Systems (CBRS) Revenue Surges: Why Did CBRS Stock Crash, and What About AMD?
On August 12, 2026, Cerebras Systems Inc.
Cisco Systems (CSCO) & Arista Networks (ANET): Cisco Just Beat Every Estimate. Why Did the Stock Still Drop 8%?
On August 12, 2026, Cisco Systems, Inc.
Ford Motor (F) is Bringing Lincoln Production Home. Why is General Motors (GM) Walking Away From Its Battery Plant?
On August 12, 2026, Ford Motor Company (NYSE:F) said that it will increase US production of its Lincoln vehicles starting in 2030 and phase out imports from China entirely, a ...
QuikBot vs. Serve Robotics (NASDAQ:SERV): Will Physical AI Be Won by Robots or the Infrastructure Behind Them?
Autonomous delivery is gaining traction as companies seek faster drop times and lower labor costs. Serve Robotics Inc.
Is the Weight-Loss Drug Market Really a Winner-Take-All Fight Between Novo Nordisk (NVO) and Eli Lilly (LLY)?
On August 13, 2026, Novo Nordisk A/S (NYSE:NVO) CEO Mike Doustdar told Reuters that investors are underestimating how much the obesity drug market will fragment as new treatments...
Steve Cohen’s Point72 Boosted Its Stake 467% in This Boring Cable Stock in Q2. Its AI Orders Are Starting to Take Off
Steve Cohen’s Point72 made a striking move in Belden Inc. (NYSE:BDC) during the second quarter, increasing its position by 467% to 224,800 shares.
Nvidia Signed a $1.5 Billion Deal With This Chip Stock. Then the Stock Crashed 25%
Nvidia Corporation (NASDAQ:NVDA) handed Amkor Technology, Inc. (NASDAQ:AMKR) a massive vote of confidence on July 23.
Super Micro Computer (SMCI)’s Guidance Just Crushed Estimates. Can it Outrun its Legal Troubles?
On August 11, 2026, Super Micro Computer, Inc.
This Generator Stock Has Been Crushed. But Data Center Orders Just Became a $1 Billion Growth Story
Generac Holdings Inc. (NYSE:GNRC) has fallen a long way from the excitement that carried its shares to a 52-week high of $296.44 on June 25.
Coherent (COHR) & Lumentum Holdings (LITE): Two AI Optics Suppliers Just Beat Earnings. Why Did Investors Punish One of Them?
On August 12, 2026, Coherent Corp. (NYSE:COHR) beat fourth-quarter earnings estimates and forecast first-quarter revenue and profit above expectations.
Nebius Group (NBIS) Just Posted 514% Revenue Growth. Can CoreWeave (CRWV)’s Numbers Compete?
On August 12, 2026, Nebius Group N.V. (NASDAQ:NBIS)'s cloud business revenue jumped 514% year over year in the second quarter, sending shares up more than 20%.
Berkshire Hathaway (BRK-B)’s Cash Pile Just Shrank for the First Time in Years. Is Greg Abel Finally Spending?
Warren Buffett spent decades building Berkshire Hathaway Inc.
AI Infrastructure Stocks Surge: How Long Can CoreWeave (CRWV) and Super Micro Computer (SMCI) Keep It Up?
Shares of CoreWeave, Inc. (NASDAQ:CRWV) and Super Micro Computer, Inc.
General Motors Company (GM) Spends $4.5B on Chips: Is Ford Motor Company (F) Betting Bigger on America?
On August 11, 2026, General Motors Company (NYSE:GM) disclosed that it set up a purchasing facility worth up to $4.5 billion with a firm called Procura Auto Parts, designed to...
President Trump’s Portfolio Added 2 Stocks Bill Gates and Bill Ackman Also Own
The latest filings covering President Donald Trump’s assets show that securities held on his behalf included purchases of Mastercard (NYSE: MA) and Home Depot (NYSE: HD) in ...
Billionaire Leon Cooperman Says Investors Are Acting Like ‘Pavlov’s Dog’ — Reveals 2 New Stock Picks
In a recent CNBC interview, Billionaire Leon Cooperman said that he has a negative view of the market amid a rising fiscal deficit and debt.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Brad Gerstner and Cathie Wood Like Snowflake (SNOW) and Robinhood (HOOD)
Brad Gerstner of Altimeter Capital is known for his AI tech investing, while Cathie Wood is known for her aggressive growth investing across different sectors.
FPA Queens Road Small Cap Value Fund’s Q2 2026 Investor Letter
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. The Fund returned...
Is Linde (LIN) Set to Benefit From a Global Industrial Recovery?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Exits Alcon (ALC) as Cataract Demand Slows and Competition Rises
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Is Betting on Equinix (EQIX) as AI Demand Accelerates
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
Is Salesforce (CRM) an Undervalued AI Opportunity Despite Slower Growth?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
IUX Launches New Education Webinar Series to Support Traders’ Financial Literacy
IUX Education has launched its IUX Education Webinar Series, a live online programme designed to help traders deepen their understanding of financial markets, stay connected with...
Is Netflix (NFLX) a Buying Opportunity After Its Sharp Selloff?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
Could Taiwan Semiconductor Manufacturing Co. (TSM) Be the Biggest Long-Term Winner From the AI Chip Boom?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
ServiceNow (NOW) Faces Questions Over Acquisitions and Capital Allocation
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Sold Intuit (INTU) as TurboTax and Mailchimp Weakness Deepened
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Raised Its Bet on Alphabet (GOOG) as AI Demand Accelerates
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
Arm Holdings (ARM) Delivers Strong Growth, but Has the Valuation Run Too Far?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Global Growth Strategy’s Q2 2026 Investor Letter
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The SGA Global Growth...
KLA (KLAC) Gains From Advanced Nodes, HBM and Packaging
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Lam Research (LRCX) Sees Strong Growth Extend Into 2027 as AI Spending Accelerates
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Can AMD (AMD) Win From the Shift Toward More CPU-Heavy AI Data Centers?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
This Fund Exits Intuit (INTU) Amid Concerns of AI Disruption to TurboTax’s Moat
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Applied Materials (AMAT) Is Positioned to Capture More of the AI Chip Manufacturing Boom
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Nasdaq (NDAQ) Has Quietly Built a More Durable Business Beyond Trading
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Is Adobe (ADBE) Losing Its Edge Despite Strong AI Adoption?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Is Netflix (NFLX) Facing a Growth Slowdown After Its Strong First Quarter?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Guinness Global Innovators Fund’s Q2 2026 Investor Letter
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Trip.com (TCOM): China’s Largest Travel Platform Set for Long Term Gains
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Streaming Scale and Global Base Power Netflix’s (NFLX) Next Phase of Monetization
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Amazon.com (AMZN) Trades at Significant Discount to Intrinsic Value
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Alphabet’s (GOOG) Sustainable Growth Outlook Appears Stronger Than Expectations
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center Chips
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Hackers Breach Apollo Global (APO) Right as Assets Hit $1 Trillion
On August 21, Apollo Global Management (NYSE:APO) disclosed in a letter that hackers gained unauthorized access to some of its cloud platforms between July 6 and July 10, exposing...
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