Our 10 Best Semiconductor Stocks to Buy for the Next Decade shows where Micron and Sandisk rank against other durable chip franchises using weighted hedge-fund sentiment, durability...
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October 19 - News, Stock Analysis
Our 10 Best Semiconductor Stocks to Buy for the Next Decade ranks durable franchises using weighted sentiment, business resilience and valuation.
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October 19 - News, Stock Analysis
Our 10 Best Semiconductor Stocks to Buy for the Next Decade includes both memory and analog exposure.
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October 19 - News, Stock Analysis
Broadcom and Applied Materials both generate cash and repurchase shares, but shareholders ultimately own a fraction of a business.
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October 19 - News, Stock Analysis
Micron Technology, Inc. (NASDAQ:MU) generated $89.68 billion of operating cash in its fiscal year ended September 3.
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October 19 - News, Stock Analysis
Keeping a semiconductor-equipment franchise valuable for ten years requires repeated invention.
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October 19 - News, Stock Analysis
ASML Holding N.V. (NASDAQ:ASML) reported about €3.3 billion of installed-base management sales in its September quarter.
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October 19 - News, Stock Analysis
Our 10 Best Semiconductor Stocks to Buy for the Next Decade includes both the chip designer and the foundry. Advanced Micro Devices, Inc.
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October 19 - News, Stock Analysis
Nvidia and TSMC both appear in our 10 Best Semiconductor Stocks to Buy for the Next Decade, but they offer different answers to a long-term problem: what happens if the winning...
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October 19 - News, Stock Analysis
Our 10 Best Semiconductor Stocks to Buy for the Next Decade weighs the ability to keep investing through technology changes.
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October 19 - News, Stock Analysis
Alibaba Group (NYSE:BABA) is reportedly about to put more money into AI.
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October 19 - Stock Analysis
Coherent (NYSE:COHR) reports its fiscal first-quarter results early next month, and it has already set a high bar.
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October 19 - Stock Analysis
Memory chip stocks came under heavy selling last week after China’s CXMT claimed a chip technology breakthrough.
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October 19 - Stock Analysis
Broadcom (NASDAQ:AVGO) has told investors its AI chips will bring in $21.7 billion this quarter, up 236% from a year ago.
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October 19 - Stock Analysis
Super Micro Computer (NASDAQ:SMCI) has spent October fielding questions about a smuggling case.
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October 19 - Stock Analysis
AppLovin (NASDAQ:APP) reports third-quarter results in early November, and the question hanging over it is whether the company can keep growing this fast.
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October 19 - Stock Analysis
Investors are asking tougher questions than they were during the early stages of the AI boom. Recent sessions have seen an AI-led decline in tech indices.
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October 19 - Hedge Funds
Yahoo Finance reported earlier this month, citing the Wall Street Journal, that Oracle (NYSE:ORCL) is in talks with Apollo and Goldman Sachs about paying for AI chips.
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October 19 - Stock Analysis
Chip stocks fell sharply last week, and Nvidia (NASDAQ:NVDA) dropped nearly 2% with them.
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October 19 - Stock Analysis
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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October 19 - Hedge Fund Investor Letters, News
Munro Partners, an investment management firm, issued its third-quarter 2026 commentary for the “Munro Global Growth Fund”. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q3 2026 investor letter. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Two things are true of Targa Resources Corp. (NYSE:TRGP) at once.
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October 19 - Hedge Funds, News
TC Energy Corporation (NYSE:TRP) is priced at 21.19 times what analysts expect it to earn next year. Nothing in the business looks broken.
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October 19 - Hedge Funds, News
Microsoft Corporation (NASDAQ:MSFT) reports quarterly results on Oct 28, and the stock ranks eighth in our list of the 10 stocks in Trump’s latest stock portfolio.
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October 19 - News, Stock Analysis
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q3 2026 investor letter. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
A moat is usually described as something a competitor cannot copy. The test for The Williams Companies, Inc. (NYSE:WMB) is narrower than that.
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October 19 - Hedge Funds, News
ONEOK, Inc. (NYSE:OKE) closed at $93.31 on October 16.
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October 19 - Hedge Funds, News
Antero Resources drills for natural gas in Appalachia.
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October 19 - Hedge Funds, News
A share price well below its high usually says something about the balance sheet behind it. For DT Midstream, Inc.
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October 19 - Hedge Funds, News
Enbridge Inc. (NYSE:ENB) reported revenue close to twice the year-earlier figure and earnings a third lower.
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October 19 - Hedge Funds, News
Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Kinder Morgan, Inc. (NYSE:KMI) closed at $34.20 on October 16.
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October 19 - Hedge Funds, News
Kinetik Holdings Inc. (NYSE:KNTK) closed at $55.30 on October 16.
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October 19 - Hedge Funds, News
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q3 2026 investor letter.
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October 19 - Hedge Fund Investor Letters, News
A pipeline is a toll road. The company charges a fee to move someone else's gas or oil through steel it already owns.
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October 19 - Hedge Funds, News
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
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October 19 - Hedge Fund Investor Letters, News
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”.
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October 19 - Hedge Fund Investor Letters, News
SentinelOne (NYSE:S) used to be a story about how fast sales could grow. Over the past five years they rose about 60.83% a year.
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October 19 - Stock Analysis
Munro Partners, an investment management firm, issued its third-quarter 2026 commentary for the “Munro Global Growth Fund”.
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October 19 - Hedge Fund Investor Letters, News
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Keep Reading →
October 19 - Hedge Fund Investor Letters, News
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
Lucid Group (NASDAQ:LCID) delivered 3,806 vehicles in the third quarter but built only 2,954.
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October 19 - Stock Analysis
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
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October 19 - Hedge Fund Investor Letters, News
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