UBS Remains Bullish on Deere (DE) Despite Weakness in Farm Equipment Cycle: Here’s Why
The broader agricultural equipment industry is witnessing a cyclical slowdown as softness in equipment demand is impacting the manufacturers.
Insider Monkey Blog
Adobe Inc. (ADBE): Can New AI Strategy Revive Growth and Unlock Higher Valuation?
Jefferies reiterated a Hold rating on Adobe Inc.
Financial Outperformance and Demand Tailwinds Lead to Bullish Narrative Around CoreCivic (CXW)
On August 10, Joe Gomes from Noble Capital reiterated his Outperform rating on CoreCivic Inc. (NYSE:CXW).
Jim Cramer Explains Why CrowdStrike (CRWD) Upended the Tech Bear Thesis
During the August 27 Mad Money episode, Jim Cramer turned his attention to CrowdStrike Holdings, Inc. (NASDAQ:CRWD).
Peter Thiel’s Fund Disclosed $59 Million in This Beaten-Down Power Stock
Billionaire technology investor Peter Thiel’s hedge fund, Thiel Macro LLC, disclosed 372,755 shares of Vistra Corp.
Duolingo Jumped After Evercore Doubled Its Target to $210. Are ChatGPT Fears Finally Breaking?
Duolingo shares rose about 7% on September 1 after Evercore ISI upgraded the stock from In Line to Outperform and doubled its price target from $105 to $210.
Apple (AAPL) Faces Mixed Outlook Ahead of Foldable iPhone Launch
Shares of Apple Inc. (NASDAQ:AAPL) have performed well so far this year.
Jim Cramer Calls Dell’s (DELL) Quarter One of the Best He Has Ever Seen
Jim Cramer broke down Dell Technologies Inc.’s (NYSE:DELL) post-close earnings report on Mad Money’s episode aired on September 1, as he declared it one of the best quarters...
Soluna’s Revenue Rose 73% Excluding an Accounting Change. Can Its AI Pipeline Deliver?
Soluna Holdings reported second-quarter revenue of $15.1 million, up 145% year over year. That headline needs an important qualification.
C3.ai Bookings Jumped 73% and Free Cash Flow Turned Positive. Is the $7 Bear Case Breaking?
C3.ai's fiscal first-quarter results replaced a speculative earnings setup with a mixed turnaround test.
LivePerson Shareholders Approved SoundHound’s Deal. Does Closing Solve the Hard Part?
LivePerson shareholders approved the company's acquisition by SoundHound AI at a September 2 special meeting, resolving the voting uncertainty that had delayed the transaction...
Jim Cramer Wants NVIDIA (NVDA) to Bet $500 Billion on Itself as AI Financing Risks Grow
Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to dramatically increase its buybacks.
Jim Cramer Explains the Reason Behind Caterpillar’s (CAT) Post-Earnings Pullbacks
On September 1, a caller mentioned that they do not know how to value Caterpillar Inc. (NYSE:CAT) amid the heavy artificial intelligence market hype and asked for a breakdown.
Jim Cramer Prefers Lockheed Martin Over General Dynamics as Defense Demand Accelerates
Toward the end of the lightning round of the September 1 episode of Mad Money, a caller asked for Jim Cramer’s opinion of General Dynamics Corporation (NYSE:GD).
Jim Cramer Explains Why He Isn’t Ready to Pull the Trigger on Marvell (MRVL) Stock Yet
During the September 1 episode of Mad Money, a caller inquired whether Marvell Technology, Inc. (NASDAQ:MRVL) is a buy.
Jim Cramer is Bullish on Palo Alto (PANW) After Earnings Report
Palo Alto Networks, Inc.
Jim Cramer Explains Why He Recommends Buying KLA (KLAC) Stock in Small Doses
Noting that long-held KLA Corporation (NASDAQ:KLAC) shares had pulled back significantly after peaking past $300 in June, a caller on the September 1 episode of Mad Money asked...
Jim Cramer Calls CrowdStrike (CRWD) a Cybersecurity Heavy Hitter
On the September 1 episode of Mad Money, Jim Cramer called CrowdStrike Holdings, Inc.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Does Janus Living (JAN) Have an Attractive Runway for Long-Term Growth?
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here.
Robinhood (HOOD) Positioned with Multiple Long Term Growth Drivers
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here.
Billionaire Portfolios: Top 2 Real Estate Stocks With High Dividend Yields
We ran an analysis based on Insider Monkey's proprietary database to see which real estate stocks billionaire-led funds held at the end of the second quarter.
WaterBridge Infrastructure’s (WBI) Approach to Managing Water Resources
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here.
WestEnd Capital Management’s Q2 2026 Investor Letter
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter.
Diamond Hill Remains Bullish on United States Lime & Minerals (USLM) Despite Margin Headwinds
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Ryman Hospitality (RHP) Gains from Resilient Cash Flow Generation
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Diamond Hill Stayed Focused on Magnolia Oil & Gas (MGY) After the Geopolitical Selloff
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Ducommun (DCO) Benefits as Defense Spending and Commercial Aerospace Rebound
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Here’s What Boosted Astrana Health (ASTH) in Q2
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”. The letter can be downloaded here.
Diamond Hill Small Cap Strategy’s Q2 2026 Investor Letter
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Small Cap Strategy”.
Do You Believe Arthur J. Gallagher (AJG) Could Deliver Mid-Teens EPS Growth for Years?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Mastercard (MA) Stays Resilient with AI Integration and Payment Duopoly
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Flywire (FLYW) Bets On Open Banking To Widen Its Payment Moat
On August 12, Flywire (NASDAQ:FLYW) expanded its partnership with Trustly, bringing "Pay by Bank" open banking payments to customers across the US and Canada.
Danaher (DHR) Seen Deftly Navigating AI Integration
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Congressman Ro Khanna Was Buying This Small-Cap Stock. Should You?
Ro Khanna is a Democratic congressman known for being one of the most active stock traders in Congress, with hundreds of disclosed transactions.
S&P Global (SPGI) Could Deliver Mid-Teens EPS Growth From a Cheaper Valuation
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is UnitedHealth Group (UNH) Finally Turning the Corner Under Stephen Hemsley?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
This Fund Bought Moderna Before It Nearly Tripled. See Its 2 New Stock Picks
Bamco, the advisory arm of Ron Baron's Baron Capital Group, opened a new position in Moderna (NASDAQ:MRNA) during the second quarter of 2026.
Billionaires Like These 2 AI Data Center Stocks
We ran an analysis based on Insider Monkey's proprietary database of over 900 hedge funds to see which AI and data center stocks billionaire-led funds were piling into during ...
Can Better Star Ratings and Margin Expansion Drive Humana (HUM) Higher?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN): AI Exposure Adds, But Other Businesses Drive Results
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Texas Instruments Incorporated (TXN) Benefits from AI without Being Pure Play AI
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Andvari Associates Strategic Investment in Martin Marietta Materials (MLM)
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Microsoft Corporation (MSFT) Generates Revenues and Profits Beyond AI Theme
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Liquidia Corporation’s (LQDA) Yutrepia Launch Continues to Outpace the Expectations
Summers Value Partners, a boutique investment firm, noted in its Q2 2026 investor update that The Summers Value Fund delivered strong results in the quarter, returning 41.7% net...
Sands Capital Select Growth Fund Sold DoorDash’s (DASH) in Q2
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
ePlus (PLUS) Expands Its Microsoft Footprint Even As Profit Margins Slip
On August 24, ePlus (NASDAQ:PLUS) announced it had completed the acquisition of the assets of Daymark Solutions, a Massachusetts-based IT services provider, with the deal having...
How Micron Technology (MU) is Shaping the AI Landscape
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
Himax (HIMX) Turns Palm Veins Into Its Next Growth Bet
On August 18, Himax Technologies (NASDAQ:HIMX) said its WiseEye palm vein biometric technology now powers the WAFERLOCK L322, a smart lock built by Taiwan-based WAFERLOCK Corporation...
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