Donnelley Financial (DFIN) Bets AI Translation Powers Its Next Deal Boom
On September 14, Donnelley Financial Solutions (NYSE:DFIN) rolled out AI Document Translation and AI Document Summaries inside Venue, its virtual data room for deal teams.
Insider Monkey Blog
MannKind (MNKD) Bets On Inhaled Weight Loss Amid Widening Losses
On September 9, MannKind Corporation (NASDAQ:MNKD) announced a licensing and collaboration agreement with Rose Pharma Inc.
Artivion’s (AORT) Growth Story Hides A Widening Bottom-Line Problem
On August 6, Artivion Inc. (NYSE:AORT) reported second-quarter 2026 results that read as if two different companies wrote them.
Jefferson Capital (JCAP) Grows Everywhere, But Costs Are Climbing Faster
On August 13, Jefferson Capital (NASDAQ:JCAP) reported second-quarter results that showed every major growth engine moving in the same direction at once.
Jim Cramer Defends Intuit (INTU) Against AI Skeptics Ahead of Investor Day
On CNBC’s Mad Money episode aired on September 11, Jim Cramer highlighted Intuit Inc. (NASDAQ:INTU) ahead of its upcoming analyst meeting and investor day.
Anthropic Just Put Claude Inside Schwab and BlackRock. The AI Agent War Has Reached Wealth Management
Anthropic pushed Claude directly into wealth-management workflows on September 14, launching Claude for Financial Advisors with connections to Charles Schwab, BlackRock and other...
Palantir and Nvidia Are Restricting Anthropic’s AI. Microsoft Could Win the Enterprise Trust War
Palantir and Nvidia have reportedly tightened restrictions around Anthropic’s advanced AI models over data-retention concerns.
TSMC’s 2nm Era Is Accelerating With MediaTek. Nvidia and Alphabet Already Have Money on the Table
MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node...
Jim Cramer Likes McDonald’s (MCD) but Sees Jersey Mike’s (JMKE) as the Lower-Risk Bet
On September 11, an Investing Club member asked whether McDonald's Corporation (NYSE:MCD) was a buy, sell, or hold after the stock fell nearly 20% over the previous 12 months, ...
China’s State Media Calls AI Slowdown a “Cold War” Tactic. Z.AI Is Raising $5 Billion to Do the Opposite
An opinion piece in China’s state-backed Global Times on September 14 called Anthropic CEO Dario Amodei’s proposal to pace frontier AI a “Cold War playbook” aimed at China...
Jim Cramer Favors BWX Technologies (BWXT) Over Cameco (CCJ)
On September 11, a caller inquired about Cameco Corporation (NYSE:CCJ), and here’s what Mad Money host Jim Cramer had to say in response: I like uranium.
Here’s Why Kinetik Holdings Inc. (KNTK)’s Strong Fundamentals Could Fuel a Potential Takeover
According to a September 9 Bloomberg report, Kinetik Holdings Inc.
Meta Platforms Inc. (META) Stock Could Surge as AI Monetization Gains Momentum, Says JPMorgan
Meta Platforms, Inc. (NASDAQ:META) could be entering a new phase of artificial intelligence monetization.
Roblox (RBLX) Gets Higher Price Targets, But Analysts Stay Mixed
BTIG lifted its price target on Roblox Corporation (NYSE:RBLX) from $30 to $41 but maintained its Sell rating on the stock.
Northrop Grumman (NOC) Secures $4.8 Billion Army Contract. Execution Is the Bigger Test
The US Army has awarded Northrop Grumman Corporation (NYSE:NOC) a $4.8 billion contract for the Common Infrared Countermeasure (CIRCM) system.
Pentagon Adds $13.4 Billion to Boeing (BA) Contract. That Isn’t an Immediate Financial Windfall
The Pentagon has expanded the potential value of Boeing’s KC-46 Pegasus Combat Capability contract by $13.4 billion.
Jim Cramer Believes Apple (AAPL) Could See “Off The Charts” Demand For Its New Foldable
On the September 11 episode of Mad Money, Jim Cramer highlighted Apple Inc. (NASDAQ:AAPL) as a standout market performer. He commented: Apple's is very much in its own world.
Jim Cramer Says Adobe (ADBE) Could Be a Short-Squeeze Candidate
During the September 11 episode of Mad Money, discussing Adobe Inc. (NASDAQ:ADBE), Jim Cramer said: I'll tell you what, it was a true throwback day.
Jim Cramer on Salesforce (CRM): “It’s Been Very Strong of Late”
On the Mad Money episode aired on September 11, Jim Cramer highlighted Salesforce, Inc.
Jim Cramer Turns “More Bullish” on Oracle (ORCL)
On September 11, Jim Cramer said Oracle Corporation’s (NYSE:ORCL) latest quarter gave him “whiplash” as the stock erased an early gain, but the Mad Money host came away ...
Jim Cramer Says SoFi is a Long-Term Buy, But Highlights High Valuation
When a caller inquired about SoFi Technologies, Inc. (NASDAQ:SOFI) during the September 10 episode of Mad Money, Jim Cramer commented: Well, you know, it's a financial tech.
Jim Cramer on Procter & Gamble (PG): “They Don’t Have the Growth That I Want”
Answering a caller’s query about The Procter & Gamble Company (NYSE:PG) during the lightning round of the September 10 episode of Mad Money, Jim Cramer said: It's a tough stock...
Tesla’s Cybercab Launch Fizzles, Leaving Waymo as the Robotaxi Leader
Tesla, Inc. (NASDAQ:TSLA) spent nearly two years raising anticipation for the Cybercab.
Contemptible, Outrageous, Vile”: Robinhood and AMC Clash Over Who Controls a Stock’s Identity
A public company typically has limited control over third-party financial products that reference its shares, but Robinhood Markets, Inc.
Jim Cramer Likes Seneca Foods (SENEA) But is Hoping For a Pullback
Jim Cramer sees Seneca Foods Corporation (NASDAQ:SENEA) as an attractive food stock after its sharp rally, but he wants investors to leave room for a further pullback.
Biogen (BIIB) and AbbVie (ABBV) Get Wolfe Upgrades—Which Pharma Stock Has More Upside?
Wolfe Research upgraded two prominent pharmaceutical companies to Outperform on August 13. The firm upgraded both Biogen Inc. (NASDAQ:BIIB) and AbbVie Inc.
Boeing (BA) and RTX (RTX) Gain From Pentagon Missile Buildup, But Is the Upside Priced In?
On August 14, the Pentagon announced framework agreements with The Boeing Company (NYSE:BA) and RTX Corporation (NYSE:RTX) to increase component production for the SM-3 Block ...
U.S. Steel and Materials Stocks Swing as U.S.-Canada Trade War Escalates With 50% Tariffs
Steel and materials markets fluctuated between rallies and pullbacks as the US-Canada trade relationship shifted from near agreement to open dispute.
Jim Cramer Says “Target’s Doing Better than Walmart Right Now”
Inquiring about Walmart Inc.
Jim Cramer on Arista (ANET) CEO: “She Is Money and the Company’s Fantastic”
During the September 10 episode of Mad Money, a caller inquired about Mad Money host Jim Cramer’s confidence that Arista Networks, Inc.
Jim Cramer Validates Caller’s $1,400 Micron (MU) Thesis, Doubles Down on Charitable Trust Position
On September 10, a caller outlined a detailed financial thesis showing Micron Technology, Inc. (NASDAQ:MU) reaching $1,400 and asked whether the analysis held water.
What American Eagle’s (AEO) Q2 Numbers Say Beyond the Tariff Refund Boost
On September 9, American Eagle Outfitters Inc. (NYSE:AEO) revealed results for its fiscal 2026 second quarter.
United Natural Foods’ (UNFI) Path to Profitability–What Lies Ahead
On September 8, United Natural Foods Inc. (NYSE:UNFI) announced its fourth quarter and full FY26 results.
Imperial Petroleum (IMPP) Posts Robust Q2 Topline Growth Despite Soft Fleet Utilization
On September 10, Imperial Petroleum Inc.
Dell Technologies (DELL) Rallies on Bullish RBC Outlook: Is the Stock a Buy?
On September 11, Dell Technologies Inc.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Lovesac (LOVE) Target Cut by Canaccord, Analysts See 40% Upside
On September 10, Canaccord cut its price target for The Lovesac Company (NASDAQ:LOVE) from $22 to $20 but maintained its Buy rating on the stock.
H&R Block (HRB) Uses AI to Drive Value
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Alibaba’s (BABA) Short-Term Capex Drag Creates a 30% Valuation Discount
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Zumiez (ZUMZ) Falls on Weak Results and Lower Outlook, But Is the Selloff Overdone?
On September 10, Zumiez Inc.
Why Alluvium Bought Copart (CPRT) Despite the Long-Term Autonomous Driving Risk
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Conventum – Alluvium Global Fund’s Q2 2026 Investor Letter
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
How UnitedHealth (UNH) Leads the AI Revolution in the Insurance Industry
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Why Kroger Co. (KR) Could Be a Consumer Staples Comeback Story
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
How Caterpillar (CAT) Drives Sector-Leading Performance Beyond AI Models
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Gates Industrial (GTES) Benefits From AI Growth Without Being an AI Stock
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Auxier Asset Management’s Q2 2026 Investor Letter
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter.
How Allison Transmission Holdings (ALSN) is Capturing New Markets Beyond Commercial Vehicles
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.
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