Target Hospitality (NASDAQ:TH) presents a compelling capital allocation story: a specialized modular housing provider leveraging disciplined balance sheet management to capitalize...
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September 23 - Hedge Funds, News
Micron Technology (NASDAQ:MU) and Western Digital Corporation (NASDAQ:WDC) have both been transformed by the AI buildout, and both are effectively sold out.
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September 23 - Hedge Funds, News
Analyst calls don't often come with an admission that a thesis has run its course, but that's exactly what Rothschild & Co Redburn did on Southwest Airlines Co.
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September 23 - Hedge Funds, News
For growth investors, Establishment Labs Holdings (NASDAQ:ESTA) presents a compelling equity thesis: a medical aesthetics disruptor transitioning from cash-burning expansion to...
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September 23 - Hedge Funds, News
Mastercard Incorporated (NYSE:MA) is moving quickly to keep AI shopping agents on its payments network.
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September 23 - Hedge Funds, News
Evaluating a specialized engineering and asset-integrity provider requires looking past headline growth numbers to examine long-term fundamentals, including historical multi-year...
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September 23 - Hedge Funds, News
The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive.
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September 23 - News, Stock Analysis
At the intersection of net-lease real estate repositioning and disciplined balance sheet restructuring lies Global Net Lease (NYSE:GNL), a company historically characterized by...
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September 23 - Hedge Funds, News
Nscale filed for a U.S.
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September 23 - News, Stock Analysis
Masayoshi Son is turning SoftBank's public-market assets into fuel for his OpenAI bet.
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September 23 - News, Stock Analysis
On September 23, McDonald's Corporation (NYSE:MCD) warned that customer traffic in key markets could remain flat while inflation stays elevated, highlighting that its turnaround...
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September 23 - Hedge Funds, News
At the intersection of shifting workforce demographics and career-focused higher education lies Perdoceo Education Corp.
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September 23 - Hedge Funds, News
Intel Corporation (NASDAQ:INTC) has been one of the market's biggest recoveries this year.
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September 23 - Hedge Funds, News
Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what...
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September 23 - News, Stock Analysis
Google is moving from buying clean electricity to helping create more of it at existing nuclear plants.
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September 23 - News, Stock Analysis
AI drug discovery is about to get a public-market test with unusually recognizable backers. Iambic Therapeutics filed for a U.S.
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September 23 - News, Stock Analysis
Morgan Stanley has put a number on one of the AI boom's most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting...
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September 23 - News, Stock Analysis
At the intersection of explosive enterprise artificial intelligence adoption and mission-critical network security lies A10 Networks (NYSE:ATEN), a company demonstrating robust...
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September 23 - Hedge Funds, News
Intel Corporation (NASDAQ:INTC) can supply only about half of the processor demand its customers are asking for.
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September 23 - Hedge Funds, News
Amazon.com Inc (NASDAQ:AMZN) said on September 21 that it will invest $1.9 billion in its Delivery Service Partner program in 2027. Much of that goes to driver pay.
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September 23 - Hedge Funds, News
Rocket Lab Corporation (NASDAQ:RKLB) shares rose 8% on September 21 to close at $69.89, their best single-day performance in nearly two months, before rallying another 2% overnight...
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September 23 - Hedge Funds, News
Einride has managed to wedge itself between two of the market's most recognizable technology companies.
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September 23 - News, Stock Analysis
Medtronic plc (NYSE:MDT) drew a broad round of price-target increases after its fiscal 2027 first-quarter results, but Wall Street remains divided over whether accelerating growth...
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September 23 - Hedge Funds, News
JetBlue Airways Corporation (NASDAQ:JBLU) is finally seeing stronger fares translate into a better revenue outlook, but Wall Street is questioning how much of that improvement...
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September 23 - Hedge Funds, News
Stagwell Inc.
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September 23 - Hedge Funds, News
During the September 18 episode of Mad Money, a caller asked whether to lock in gains on Micron Technology, Inc.
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September 23 - Hedge Funds, News
Canaan Inc. (NASDAQ:CAN) shared data for its bitcoin mining and production during August 2026.
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September 23 - Hedge Funds, News
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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September 23 - Hedge Fund Investor Letters, News
Commercial launch of ReefIQ data platform marks a strategic pivot for MindWalk Holdings Corp. (NASDAQ:HYFT).
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September 23 - Hedge Funds, News
Focus Wealth Management released its Q2 2026 investor letter. You can download a copy of the letter here.
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September 23 - News
Focus Wealth Management released its Q2 2026 investor letter. You can download a copy of the letter here.
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September 23 - Hedge Fund Investor Letters, News
Focus Wealth Management released its Q2 2026 investor letter.
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September 23 - Hedge Fund Investor Letters, News
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”.
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September 23 - Hedge Fund Investor Letters, News
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”.
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September 23 - Hedge Fund Investor Letters, News
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”.
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September 23 - Hedge Fund Investor Letters, News
Alarm bells recently went off for Uber Technologies Inc. (NYSE:UBER) after videos showed Tesla Cybercabs hailing automatically.
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September 23 - News, Stock Analysis
Seth Klarman is a billionaire value investor who has run Baupost Group since 1982 and wrote the famous book Margin of Safety.
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September 23 - News, Stock Analysis
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”.
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September 23 - Hedge Fund Investor Letters, News
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”.
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September 23 - Hedge Fund Investor Letters, News
Tiger Global Management is a New York investment firm run by Chase Coleman III, who trained under Julian Robertson at Tiger Management before launching his own fund.
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September 23 - News, Stock Analysis
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”.
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September 23 - Hedge Fund Investor Letters, News
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”.
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September 23 - Hedge Fund Investor Letters, News
Rallies Arena gives AI models real money to manage their own hedge funds using real-time financial data, and publishes every trade the models make.
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September 23 - News, Stock Analysis
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”.
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September 23 - Hedge Fund Investor Letters, News
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for "Global Equity Strategy". The letter can be downloaded here.
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September 23 - Hedge Fund Investor Letters, News
Stagwell (NASDAQ:STGW) enters its next chapter backed by solid top-line performance, reporting second-quarter revenue of $786 million, up 11% year over year, with 10% organic ...
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September 23 - Hedge Funds, News
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for "Global Equity Strategy". The letter can be downloaded here.
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September 23 - Hedge Fund Investor Letters, News
Ho Chi Minh City, Vietnam, September 23rd, 2026, FinanceWire The Mid-Autumn initiative delivered gift sets, household essentials and direct financial support to 213 people at ...
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September 23 - Press Releases
Limassol, Cyprus, September 23rd, 2026, FinanceWire From 22 September to 20 October, traders with a verified XM account, including Copy Trading Strategy Managers and Investors...
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September 23 - Press Releases
Dubai, United Arab Emirates, September 22nd, 2026, FinanceWire Blueberry Financial Consultation, a global provider of online trading services, has announced a key milestone in...
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September 23 - Press Releases
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