Jim Cramer Can’t Help But Gloat At Apple Inc (NASDAQ:AAPL)’s AI Developments
Ever the Apple Inc. (NASDAQ:AAPL) bull, Jim Cramer is nothing but ecstatic about the firm's recent fortunes.
Insider Monkey Blog
Believe In Elon Musk, Says Jim Cramer About Tesla, Inc. (NASDAQ:TSLA)
As is the case with NVIDIA, Jim Cramer continues to believe in Tesla, Inc. (NASDAQ:TSLA) even though the shares have been weak.
Jim Cramer Admits Its Time To Talk About Space Exploration Technologies Corp (NASDAQ:SPCX)
Space Exploration Technologies Corp (NASDAQ:SPCX)'s shares show just how fast fortunes can change on the stock market.
Jim Cramer Was Left “Shocked” By Alphabet Inc. (NASDAQ:GOOGL)’s Shares
Alphabet Inc. (NASDAQ:GOOGL)'s shares are up by 6.8% year-to-date and by 71% over the past year. More recently, the shares are down by 5.7% over the past month.
Jim Cramer Reveals Why Intel Corporation (NASDAQ:INTC) Is About More Than Just Selling Computer Chips
Intel Corporation (NASDAQ:INTC), over the past year, has remained one of Cramer's favorite stocks. The shares are up by 302% over the past year and by 107% year-to-date.
Jim Cramer Shares Troubling Whispers About Charter Communications, Inc. (NASDAQ:CHTR)
Cable giant Charter Communications, Inc.
Jim Cramer Makes Big Prediction About T-Mobile US Inc. (NASDAQ:TMUS) Which Involves Apple
As is the case with all mobile carriers, T-Mobile US Inc. (NASDAQ:TMUS)'s story also revolves around the firm's subscriber base.
Jim Makes Subtle Yet Big Shift For Nvidia Corporation (NASDAQ:NVDA)
Nvidia Corporation (NASDAQ:NVDA) is a stock that Jim Cramer has stuck by despite the relatively weak share price performance as of late.
Jim Cramer Is Sad About nternational Business Machines Corporation (NYSE:IBM)’s Performance
International Business Machines Corporation (NYSE:IBM) is another stock that Jim Cramer has been quite optimistic about.
Jim Cramer Said Trouble Was Brewing As Salesforce Inc. (NYSE:CRM)’s Shares Rose
Salesforce Inc. (NYSE:CRM)'s shares, like other stocks, haven't performed well in today's AI era. They are down by 30.9% over the past year and by 29.6% year-to-date.
Jim Cramer Believes Cybersecurity Stocks Like Palo Alto & CrowdStrike Will Do Well
Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are part of the cybersecurity sector, which Cramer has been a fan of.
Measuring the Beat: 57 Stocks Surpassing Earnings Expectations
Academic research has consistently found that corporate earnings surprises cluster around small positive values, rather than large outperformance.
9 Stocks With Better-Than-Expected Earnings
According to FactSet, while around 75% of S&P 500 companies typically beat EPS estimates, only around 60% top revenue expectations.
EasyJet’s Profits Just Dropped 70%; Can it Weather Higher Fuel Costs Better Than Investors Expect?
EasyJet (LON:EZJ) recently revealed a whopping 70% drop in profits, spurred mainly by increasing fuel costs and later bookings because of the conflict between Iran and the U.S...
Johnson & Johnson vs. Danaher: Which Healthcare Stock Looks Better Positioned Following Earnings?
Johnson & Johnson (NYSE:JNJ) delivered strong fiscal Q2 2026 results, with sales for the quarter growing nearly 7% to $25.31 billion, above analysts' average estimate of about...
Intuitive Surgical (ISRG) vs. Medtronic (MDT): Which MedTech Stock Looks Better Positioned for Growth?
Intuitive Surgical (NASDAQ:ISRG) beat both top- and bottom-line consensus estimates in its fiscal Q2 2026 results, with revenue for the quarter growing 19% to $2.89 billion and...
Analysts Appear Bullish on Thermo Fisher (TMO): Is The Stock Really a Buy After Earnings?
Thermo Fisher Scientific Inc.
TransDigm (TDG) Adds Another Bolt-On: What the $1.07 Billion Prince & Izant Deal Says About Its Playbook
Although chronic supply chain bottlenecks continue to dampen new commercial aircraft deliveries, the main driving force of the aerospace sector this year is the aging of the global...
Detroit’s Divided Quarter: How General Motors (GM) Outpaced Ford in a High-Rate Environment
The North American automotive industry is facing a dramatic change in the operational environment this year, which is marked by increased financing barriers and ongoing consumer...
Nvidia’s Valuation Gap With AMD Just Got Bigger
Nvidia (NASDAQ:NVDA) dropped nearly 4% on July 29, its third sharp pullback in a week, and now trades well off its 52 week high.
Datadog (DDOG) Jumped 7.7% Following Upward PT Revisions—the Real Story Is Who’s Driving Its Growth
Following changes to price targets from multiple analysts, Datadog, Inc. (NASDAQ:DDOG) climbed 7.7%.
Top 2 Earnings Surprises Wall Street Never Saw Coming — Time to Buy or Sell?
Tesla (NASDAQ:TSLA) second-quarter earnings unexpectedly fell year over year while Wall Street was expecting growth. The stock is down 30% so far this year.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Ariel Small Cap Value Fund’s Q2 2026 Investor Letter
Ariel Investments, an investment management company, released its "Small Cap Value Fund" Q2 2026 investor letter.
Ariel Focus Fund’s Q2 2026 Investor Letter
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q2 2026 investor letter.
Ariel Appreciation Fund’s Q2 2026 Investor Letter
Ariel Investments, an investment management company, released its "Appreciation Fund" Q2 2026 investor letter.
Fundsmith Equity Fund’s Q2 2026 Investor Letter
Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” The Fund returned -2.9% in...
Chewy (CHWY) Faces Consumer Pressure Despite Profitable Customer Growth
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Antero Resources’ (AR) Strategic Role in AI Infrastructure Expansion
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Cencora (COR) Remains Attractive Despite Temporary Headwinds
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Datadog (DDOG) Rose on Accelerating Growth and AI-Driven Demand
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Meta Dropped, Amazon and Microsoft Rallied: Don’t Panic, Accumulate
Meta Platforms (NASDAQ:META) fell 20% since July 15th, even though FQ2 2026 revenue beat estimates.
Cadence Design Systems (CDNS): Agentic Capabilities Improve New Growth Engine
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Here’s Why CoStar Group (CSGP) Faces Slow Momentum
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
HubSpot’s (HUBS) Strong Results Overshadowed by Competitive Concerns
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Procore Technologies’ (PCOR) SaaS Model Tested in Volatile Market
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Age Verification Rollout Hurt Roblox Corporation (RBLX) in Q2
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Rocket Lab (RKLB) Just Won Its Biggest-Ever Contract. The Stock Barely Noticed
On July 27, Rocket Lab Corporation (NASDAQ:RKLB) announced its largest launch contract in corporate history, a $266 million multi-launch arrangement with the United States Space...
Spyglass Exited nCino (NCNO) as Confidence Weakens
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
MKS (MKSI): A Mission Critical Semiconductor Supplier Behind Next Gen Chip Making
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
What Makes Forgent Power Solutions (FPS) a Bullish Bet?
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Kinsale Capital Group (KNSL) Faced Rising Challenges
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
SAP Fioneer Launches Cloud Accounting Subledger to Simplify Multi-GAAP Accounting for Financial Institutions
SAP Fioneer, a leading provider of software solutions for financial services, today announced the launch of its Cloud Accounting Subledger (CAS), a cloud-based solution designed...
STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear
STARTRADER today announced the launch of 31 new US Share CFDs and ETF CFDs, available on the trading platform from August 3 and on the STARTRADER app from August 5, spanning semiconductors...
Inside Project Peregrine: Why Blackstone and KKR Bought Into Kuwait’s Oil Pipelines
The signing of "Project Peregrine" on July 25 marks a historic moment for alternative asset managers in 2026.
TopBuild Acquisition Seals QXO’s (QXO) North American Dominance
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
AAON (AAON) Backlog Strengthens From Data Centre Buildout and Margin Improvement
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
AI Traction Fuels Snowflake’s (SNOW) Guidance Boost
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Affirm Holdings (AFRM) Reclaims Investor Confidence, with 146% Affirm Card Growth
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Optical Momentum Triggers Investor Rerating of Credo Technology Group Holding Ltd (CRDO)
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
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