Archer Aviation (ACHR) Bets Big On Becoming More Than An Air Taxi Company
On August 10, Archer Aviation (NYSE:ACHR) held its second-quarter earnings call and used it to lay out a transformation few investors saw coming.
Insider Monkey Blog
Babcock & Wilcox (BW): This Legacy Power Company Just Found Its AI Gold Rush
On August 10, Babcock & Wilcox (NYSE:BW) reported second-quarter results that turned a story about power generation into a story about artificial intelligence.
Inside i-80 Gold’s (IAUX) High-Stakes Race To Grow Production
On August 11, i-80 Gold (NYSEAMERICAN:IAUX) walked investors through a second quarter that looked like a company finally standing on solid ground.
Upwork (UPWK) Posts A Profit Beat, But Cuts Its Growth Outlook
On August 10, Upwork (NASDAQ:UPWK) reported second-quarter 2026 results that beat its own targets on profit even as the freelance marketplace confronts a shrinking core business...
OppFi (OPFI) Cuts Guidance but Holds the Line on 2028 Targets
On August 10, OppFi (NYSE:OPFI) held its second-quarter 2026 earnings call, and the numbers pulled in two directions at once.
Rapid7 (RPD) Bets On A Sharper Focus To Reverse Its Slide
On August 10, Rapid7 (NASDAQ:RPD) held its first earnings call under new CEO Wael Mohamed, who used the moment to lay out a leaner, more focused version of the cybersecurity company...
American Public Education (APEI) Proves Its Multi-Year Overhaul Finally Paid Off
On August 10, American Public Education (NASDAQ:APEI) reported second-quarter results that beat the high end of its own guidance on nearly every line, then raised its outlook ...
Compass Diversified (CODI): Branded Consumer Growth Masks Industrial Drag in Q2
On August 10, Compass Diversified (NYSE:CODI) reported second-quarter results that told two very different stories at once.
From Yellowcake to Commercial Scale: Can Ur-Energy (URG) Live Up to Its Uranium Hype?
On August 11, Ur-Energy (NYSEAMERICAN:URG) held its second quarter 2026 earnings call, and the numbers behind it show a uranium producer moving from promise to production.
Pangaea Logistics (PANL): Freight Rate Rally Drives Operational Strength Amid Margin Pressures
On August 11, Pangaea Logistics Solutions (NASDAQ:PANL) reported second-quarter results that showed just how much a freight market can swing in a shipper's favor.
Flowco’s (FLOC) Growth Story Runs Into a Cost Problem
On August 11, Flowco Holdings (NYSE:FLOC) reported second-quarter results that landed within the company's original guidance range, even as rising fuel and lubricant costs cut...
Applied Materials Delivered a Record Quarter. The Stock Fell Anyway
The company published fiscal third-quarter results after the market closed on August 13, with revenue of $9.12 billion, up 25% year-over-year and higher than analyst expectations...
Nielsen’s $2.15 Billion Bet on DoubleVerify: What It Means for Ad-Tech
The global media analytics and digital advertising market is at a phase of rapid restructuring, as evidenced by Nielsen's definitive agreement to buy digital ad verification leader...
Diesel Engines Meet the AI Boom: Inside Caterpillar and Cummins’ Record Quarters
Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts.
Energy Transfer’s (ET) Natural Gas Opportunity is Huge. So are the Risks
Energy Transfer LP (NYSE:ET) owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with more than 125,000 miles of pipeline...
Permian Resources (PR): Is the 55% Rally Just Getting Started?
Permian Resources Corporation (NYSE:PR) was held by 56 hedge funds at the end of Q1 2026, remaining unchanged from the previous quarter.
Marathon Petroleum (MPC) is Up 121% in 2026. Is There Still More Upside?
Marathon Petroleum Corporation (NYSE:MPC) was held by 54 hedge funds at the end of Q1 2026 in the Insider Monkey database, down from 64 in the previous quarter.
Morgan Stanley Expects Chevron (CVX) to Hit a New High. Can the Oil Giant Keep Rallying?
Chevron Corporation (NYSE:CVX) is one of the largest integrated energy companies in the world.
BP Just Returned to Venezuela. Brilliant Bet or a Big Mistake?
A Bloomberg report on August 18 revealed that BP plc (NYSE:BP) has become the latest foreign company to enter the Venezuelan oil trade, with the tanker Monte Lema loading 400,...
L3Harris (LHX) Reaffirmed Guidance After Replacing Its CEO. Why Did Shares Fall 4.6%?
L3Harris Technologies, Inc.
Copper Just Overtook Iron Ore at BHP Group (BHP). Is Its Portfolio Finally Re-Rating?
BHP Group Limited (NYSE:BHP) delivered the clearest evidence yet that its earnings center has shifted.
XP Inc. (XP) Beat Estimates. Is a U.S. Banking Operation Growth or Distraction?
XP Inc. (NASDAQ:XP) reported managerial net revenue, a non-GAAP measure, of R$4.884 billion, up 9% and slightly above consensus estimates.
Fabrinet (FN) Beat Earnings. Why Did Shares Fall 7% After Hours?
Fabrinet (NYSE:FN) delivered record fiscal fourth-quarter revenue of $1.316 billion, up 45% from a year earlier, and non-GAAP EPS of $4.10.
Capricor (CAPR) Closed 58% Higher on an FDA Lifeline. Is Approval Really Back on Track?
Capricor Therapeutics, Inc.
Alibaba (BABA) is Selling Lingxi Games. Is AI Now Its Only Priority?
Alibaba Group Holding Limited (NYSE:BABA) agreed to sell its entire interest in Lingxi Games to private equity firm Trustar Capital.
Union Pacific (UNP) Reported a $91M Fuel Surcharge Surplus. Could That Hurt its Norfolk Southern Deal?
Union Pacific Corporation (NYSE:UNP) reported $91.1 million more in fuel-surcharge revenue than in fuel cost during the second quarter, according to its Surface Transportation...
Abbott vs. Intuitive Surgical: Is Consistent Growth Better Than Premium Growth?
Abbott Laboratories (NYSE:ABT) delivered strong fiscal Q2 2026 results, beating quarterly estimates and raising its annual profit forecast as robust demand for its cancer diagnostics...
Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?
The battle between Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) has so far been defined by blockbuster injectable weight loss drugs.
Kraft Heinz vs. General Mills: A Closer Look at Their 6%+ Dividends
The Kraft Heinz Company (NASDAQ:KHC) and General Mills, Inc. (NYSE:GIS) are both familiar names in the consumer staples sector, and both are offering yields above 6%.
Is Tractor Supply Company (TSCO) an Underrated Dividend Growth Opportunity?
Tractor Supply Company (NASDAQ:TSCO)'s dividend looks better when viewed beyond the headline yield.
BioMarin Pharmaceutical (BMRN)’s Alesta Deal Adds New Growth Potential in Rare Diseases
BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) is expanding its rare-disease business with the acquisition of Alesta Therapeutics for $275 million upfront.
Moderna (MRNA)’s Melanoma Vaccine Win: Big Opportunity, Bigger Expectations
Moderna, Inc. (NASDAQ:MRNA) has delivered a major boost to its turnaround story.
Analog Devices (ADI)’s Strong Forecast Points to Continued AI-Driven Growth
Analog Devices, Inc. (NASDAQ:ADI) has plenty of momentum heading into the next quarter.
Pony AI Is Scaling Robotaxis Fast—Can the Stock Reach BofA’s $17 Target?
The autonomous driving industry is moving rapidly towards commercialization, with competition intensifying as firms race to commercialize robotaxi services both domestically and...
The Charles Schwab Corporation (SCHW)’s India Investment Could Support Margins as AI Changes Banking
The Charles Schwab Corporation (NYSE:SCHW) is making a bigger push into India with a new global capability centre in Hyderabad.
Lowe’s Companies (LOW) Shows Profit Resilience, But Housing Headwinds Persist
Lowe's Companies, Inc. (NYSE:LOW)'s second-quarter results were a mixed bag.
The TJX Companies (TJX) Has a Strong Earnings Story, but Consumer Weakness Is Becoming a Concern
The TJX Companies, Inc. (NYSE:TJX) had a solid second quarter on the surface, but the outlook raised some concerns.
Marvell Technology (MRVL) Expands Google AI Partnership: What Investors Need to Know
Marvell Technology, Inc.
Target Corporation (TGT) vs. Walmart (WMT): A Closer Look at Two Dividend Giants
At first glance, Target Corporation (NYSE:TGT) and Walmart Inc. (NASDAQ:WMT) may look similar from a dividend investor's perspective.
NVIDIA (NVDA): What Foxconn and Super Micro Are Telling Us about the AI Boom
NVIDIA Corporation (NASDAQ:NVDA) is heading into its August 26 earnings report with expectations already elevated.
Crushing the Consensus: 4 Stocks That Beat Q2 Expectations
So far, US companies have demonstrated resilience in earnings, but it seems that strong results are no longer sufficient on their own.
Warren Buffett’s Berkshire Is Buying These 2 Homebuilding Stocks. Housing Market Recovery Coming?
Warren Buffett's Berkshire Hathaway, which is now run by Greg Abel, revealed in its latest 13F filing that the fund bought a new stake in D.R.
Tencent Music (TME) Turns Streaming Into A Sprawling Entertainment Machine
On August 12, Tencent Music Entertainment Group (NYSE:TME) held its second-quarter 2026 earnings call, and the numbers told a story bigger than a music app.
Venture Global (VG): Record Earnings and Raised Outlook Signal Strong Growth
On August 11, Venture Global (NYSE:VG) reported its Q2 2026 earnings.
Cardinal Health’s (CAH) Big Earnings Beat Hides a More Complicated Story
On August 11, Cardinal Health (NYSE:CAH) reported fourth-quarter fiscal 2026 results that on the surface look almost too good to be true.
Insiders Are Buying Intel (INTC) and Opendoor (OPEN)
Intel (NASDAQ:INTC) CEO Lip-Bu Tan bought about $10 million worth of INTC shares earlier this month at $95 a share, the same price at which Intel had just priced a $20 billion...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Hedge Fund Resource Center
