Stock Market Movers: Biggest Losers and Gainers on 22 October 2026
Biggest Losers 10. AXTI: AXT Inc. (AXTI) slashes 13.02% on combination of profit-taking after 3-day decline and broader market pessimism during the day. 9. ENTG: Entegris Inc.
Insider Monkey Blog
5 Undervalued AI Stocks According to the Media
The AI trade is getting bumpy as investors question whether the massive spending on data centers and chips will generate sufficient returns.
10 Undervalued AI Stocks According to the Media
The AI trade is getting bumpy as investors question whether the massive spending on data centers and chips will generate sufficient returns.
Karman Holdings (KRMN) vs. LMT and KTOS: Can a Specialized Defense Supplier Become a Premium Aerospace Platform?
Is KRMN a good stock to buy? We came across a bullish thesis on Karman Holdings Inc. on Market Mavericks: Writes’s Substack by Scott.
Verisk Analytics (VRSK) vs. MCO and SPGI: Can a 40% Pullback Unlock Upside in a Data-Driven Insurance Analytics Leader?
Is VRSK a good stock to buy? We came across a bullish thesis on Verisk Analytics, Inc. on THE ALPHA TRADER’s Substack by Warren.
Ferrovial N.V. (FER) vs. EME and FIX: Can Its High-Margin Concession Model Support a Re-Rating?
Is FER a good stock to buy? We came across a bullish thesis on Ferrovial N.V. on Astute Optics - US’s Substack.
Fortinet (FTNT) vs. CSCO and PANW: Can Its Hardware-Software Advantage Support Long-Term Growth?
Is FTNT a good stock to buy? We came across a bullish thesis on Fortinet, Inc. on Astute Optics - US’s Substack.
GE HealthCare Technologies (GEHC) vs. DHR and MDT: Can a $23.9B Backlog and AI Innovation Drive a Healthcare Re-Rating?
Is GEHC a good stock to buy? We came across a bullish thesis on GE HealthCare Technologies Inc. on Astute Optics - US’s Substack.
Gilead Sciences (GILD) vs. AMGN and VRTX: Can Oncology Growth and HIV Strength Drive a New Growth Era Beyond Acquisitions?
Is GILD a good stock to buy? We came across a bullish thesis on Gilead Sciences, Inc. on Astute Optics - US’s Substack.
Pagaya Technologies (PGY) vs. UPST and AFRM: Can AI-Powered Lending Growth and Free Cash Flow Turn a High-Risk Fintech Into a Value Opportunity?
Is PGY a good stock to buy? We came across a bullish thesis on Pagaya Technologies Ltd. on Beeli Capital’s Substack.
Kraft Heinz (KHC) vs. GIS and CAG: Can Strong Cash Generation and Debt Paydown Revive a Forgotten Consumer Staples Stock?
Is KHC a good stock to buy? We came across a bullish thesis on The Kraft Heinz Company on Astute Optics - US’s Substack.
Alphabet (GOOGL) vs. MSFT and AMZN: Can AI Investments and Google Cloud Growth Unlock a 26% Upside?
Is GOOGL a good stock to buy? We came across a bullish thesis on Alphabet Inc. on Astute Optics - US’s Substack.
Honeywell International Inc. (HON) vs. ETN and EMR: Can a More Focused Industrial Platform Turn Into the Next Growth Phase?
Is HON a good stock to buy? We came across a bullish thesis on Honeywell International Inc. on Astute Optics - US’s Substack.
Honeywell Aerospace (HONA) vs. GE and RTX: Can a High-Margin Aerospace Platform Deliver a Post-Spin-Off Re-Rating?
Is HONA a good stock to buy? We came across a bullish thesis on Honeywell Aerospace Inc. on Astute Optics - US’s Substack.
IDEXX Laboratories (IDXX) vs. ZTS and NEOG: Can Raised Guidance and Product Expansion Drive Further Earnings Growth?
Is IDXX a good stock to buy? We came across a bullish thesis on IDEXX Laboratories, Inc. on Astute Optics - US’s Substack.
Intuit (INTU) vs. PYPL and XYZ: Can an 81% Gross Margin and $8.6B Free Cash Flow Justify a Rebound?
Is INTU a good stock to buy? We came across a bullish thesis on Intuit Inc. on Astute Optics - US’s Substack. In this article, we will summarize the bulls’ thesis on INTU.
Keurig Dr Pepper (KDP) vs. KO and PEP: Can the JDE Peet’s Acquisition and Planned Split Unlock Value Despite Rising Debt?
Is KDP a good stock to buy? We came across a bullish thesis on Keurig Dr Pepper Inc. on Astute Optics - US’s Substack.
ZenaTech Unveils its Proprietary AI Software Suite Designed to Accelerate Land Survey Delivery for Drone as a Service Commercial, Municipal and Infrastructure Clients
Vancouver, British Columbia, October 22nd, 2026, FinanceWire Planned integration of automated LiDAR point cloud classification and feature extraction across ZenaTech’s Drone...
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
AI Disruption Raises New Questions for Rentokil’s (RTO) Growth Strategy
White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns. The letter can be downloaded here.
Intercontinental Exchange (ICE): A High-Quality Compounder with Multiple Growth Drivers
Upslope Capital Management, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Upslope Capital Management’s Q3 2026 Investor Letter
Upslope Capital Management, an investment management company, released its third-quarter 2026 investor letter.
Innovative Aerosystems (IA): From Avionics Niche to Integrated Aerospace Systems Provider
Deep Sail Capital Partners, an investment management company, released its third-quarter 2026 investor letter.
Deep Sail Capital Partners’ Q3 2026 Investor Letter
Deep Sail Capital Partners, an investment management company, released its third-quarter 2026 investor letter.
Praetorian Capital’s Q3 2026 Investor Letter
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter.
Rowan Street Capital Exits The Trade Desk (TTD) as Thesis Breaks
Rowan Street Capital, an investment management company, released its Q3 2026 investor letter. The letter can be downloaded here.
Rowan Street on Meta Platforms (META): 19% CAGR Over 8 Years Amid Extreme Volatility
Rowan Street Capital, an investment management company, released its Q3 2026 investor letter. The letter can be downloaded here.
NVIDIA Corporation (NVDA) Remains a Key AI Growth Driver Despite Benchmark Headwinds
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Polen Focus Growth Strategy Highlights ServiceNow, Inc. (NOW) on AI Revenue Growth
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Rowan Street Capital’s Q3 2026 Investor Letter
Rowan Street Capital, an investment management company, released its Q3 2026 investor letter.
Integrated Quantum Technologies Expands U.S. Government Market Strategy Through Partnership with ARMI Solutions
Vancouver, British Columbia, October 22nd, 2026, FinanceWire Vancouver, British Columbia–(October 22, 2026) – Integrated Quantum Technologies Inc.
Perma-Fix Environmental Services (PESI): Navigating Slipping Government Timelines and Financing Concerns
White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.
TripAdvisor (TRIP): TheFork Sale Unlocks Value, but Viator’s Slower Execution Weighs on Sentiment
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”. You can download the letter here.
Here’s What Lifted Liberty Capital Corporation (GLIBK) in Q3
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”. You can download the letter here.
Brown Advisory Exits Fair Isaac Corporation (FICO) Amid Fundamental and Regulatory Concerns
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.
Brown Advisory Initiates a Position in Valmont Industries, Inc. (VMI)
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.
Brown Advisory Buys Houlihan Lokey, Inc. (HLI) After a Share-Price Decline
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.
Brown Advisory Adds Prosperity Bancshares, Inc. (PB) to Its Portfolio
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.
Andersen Group, Inc. (ANDG) Rallies 45% in the Third Quarter
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.
Ulta Beauty, Inc. (ULTA) Gains 21% During the Third Quarter
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.
Brown Advisory Sees Further Growth Potential in Everpure, Inc. (P)
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.
Brown Advisory Highlights Industrial Growth at Plexus Corp. (PLXS)
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.
Brown Advisory Sees Long-Term Potential in Rocket Lab Corporation (RKLB)
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.
Brown Advisory Sees Accelerating Growth at Cloudflare, Inc. (NET)
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.
Brown Advisory Highlights AI Momentum at Snowflake Inc. (SNOW)
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.
AAON, Inc. (AAON) Helps Offset Industrial Weakness
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.
Brown Advisory Reviews Weakness in Vulcan Materials Company (VMC)
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.
Empire State Realty Trust (ESRT) Declines as Observatory Headwinds Overshadow Solid Office Fundamentals
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”. You can download the letter here.
Brown Advisory Notes Accelerating Revenue Growth at Twilio Inc. (TWLO)
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.
Hedge Fund Resource Center
