Bloom Energy (BE) Soars 14.8% on Sharp PT Upgrade Ahead of Q2 Earnings
Bloom Energy saw its share price climb by 14.82 percent on Tuesday to end at $226.26 apiece, as investors cheered an investment firm’s sharp price target upgrade and looked ...
Insider Monkey Blog
Applied Optoelectronics (AAOI) Soars 15.8% Ahead of Earnings; Hedge Fund Holdings More Than Triple
Applied Optoelectronics rallied for a third consecutive day on Tuesday, jumping 15.76 percent to finish at $119.26 apiece, as investors began positioning their portfolios ahead...
Nebius (NBIS) Soars on Nvidia 9.3% Stake; Hedge Fund Bets More Than Double
Nebius Group extended its winning streak to a third consecutive day on Tuesday, jumping 18.78 percent to finish at $216.92 apiece, after Nvidia Corp.
Cipher Digital (CIFR) Earnings on Deck; Hedge Fund Sentiment Improves
Cipher Digital extended its rally for a second day on Tuesday, surging 19 percent in intra-day trading to claw back to the $24 level, as investors resumed buying positions ahead...
Are Chinese Planes Ready to Challenge Boeing, Airbus Duopoly and Their Suppliers in Commercial Aviation?
Latest reports suggest that European regulators have wrapped up a months-long testing process for the China-made C919 passenger jet without finding any major problems in the hardware...
Monolithic Power Systems (MPWR) vs. TXN and ADI: Are Investors Paying Too Much for AI Power Growth?
Is MPWR a good stock to buy? We came across a bullish thesis on Monolithic Power Systems, Inc. on Contrarian Indicator’s Substack by Cameron Fen.
Is Alibaba the Best Chinese AI Play After Apple’s Endorsement?
Alibaba (NYSE:BABA) has strengthened its position as one of China's most compelling artificial intelligence investment opportunities.
How to Fix QuickBooks has Stopped Working, Frozen, or Won’t Open Issues?
Many factors can cause your QuickBooks application to stop operating, get stuck, freeze, or stop responding.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
The Progressive Corporation’s (PGR) EPS Growth Not Reflected in Share Price
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter.
Mastercard (MA) Trails Market Despite Earnings Growth
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter.
Is The Charles Schwab Corporation (SCHW) Trading at a Discount?
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter.
Giverny Capital Asset Management’s Q2 2026 Investor Letter
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter.
Here’s What Boosted Marvell Technology (MRVL) in Q2
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
Here’s Why NZS Capital Decided to Strengthen Its Position in Quanta Services (PWR)
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
NZS Capital Added Axogen (AXGN) as an Optionality Position
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
Intuitive Surgical (ISRG) Slid Despite Strong Fundamentals
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
Market Thinks Cadence’s (CDNS) Moat Is at Risk Due To Kimi K3. We Think it’s Not, Here’s Why
Cadence Design Systems Inc (NASDAQ:CDNS) stock dropped by more than 10% on July 17. The trigger came from an unlikely place.
Should You Be Bullish on Arm Holdings plc (ARM)?
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
Here’s Why Lam Research Corporation (LRCX) is Rallying
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
Rationale for Adding Back NVIDIA (NVDA)
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
NZS Growth Equity Strategy’s Q2 2026 Investor Letter
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
Credo Technology Gains from Increasing Connectivity Challenge
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter.
Strong Results Boosted Guardant Health (GH) in Q2
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter.
GeneDx Holdings Corp. (WGS) Slid as Revenue Fell Short of Expectations
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter.
Should You Be Bullish on Forte Biosciences (FBRX)?
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter.
Alger Small Cap Focus Fund’s Q2 2026 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. U.S.
Cardinal Infrastructure Group (CDNL) Rallied as Results Align with Guidance
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter.
Silicon Motion Technology (SIMO) Jumped on Beating Expectations
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter.
Planet Fitness (PLNT) Declined After Guidance Cut
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter.
Hamilton Lane (HLNE) Slid Amid Broader Concerns
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter.
Below Expected Sales for AMDS Hurt Artivion (AORT) in Q2
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter.
Here’s Why Investors Favour DigitalOcean Holdings (DOCN)
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter.
Alger Weatherbie Specialized Growth Fund’s Q2 2026 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. U.S.
Ryan Cohen Says He’s Coming for eBay “One Way or Another.” What GameStop (GME) Shareholders Need to Know
Ryan Cohen built Chewy into a top online pet retailer and sold it to PetSmart. He then rebuilt GameStop Corp. (NYSE:GME)’s balance sheet after the meme-stock era.
Is AMC Entertainment’s (AMC) Record Revenue Proof That the Theater Recovery Is Finally Real?
AMC Entertainment Holdings, Inc. (NYSE:AMC) jumped 16% in premarket trading on Monday after reporting record second-quarter revenue and a surprise adjusted profit.
Claude AI Bought This Overlooked Stock. Here’s Why You Should Pay Attention
LPL Financial Holdings (NASDAQ:LPLA) doesn't manage money directly.
CleanSpark (CLSK) Soars on Fresh Multi-Billion AI Investments
CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence...
Cipher Digital (CIFR) Surges 17% Ahead of Q2 Earnings; Hedge Fund Participation Jumps
Cipher Digital climbed by 16.97 percent on Monday to end at $20.54 apiece, as investors resorted to bargain-hunting after five days of declines, while starting to position portfolios...
Claude AI Sells Broadcom (AVGO) Stock
Broadcom (NASDAQ:AVGO) is one of the stocks Claude AI recently pulled the plug on. Claude's total return was about 20% since its first purchase in March.
Claude AI Says Michael Burry’s Micron (MU) Warning “Deserves Respect”
Michael Burry recently shorted Micron (NASDAQ:MU) and called it "cyclical like no other." His argument: the stock's rally reached historically extreme levels driven by fear of...
Claude AI Disagrees With President Trump on Eli Lilly (LLY)
President Donald Trump recently praised Eli Lily at a public event and called it "a great company” and highlighted its planned $3.5 billion investment for a manufacturing plant...
Kinross Gold (KGC): The One Stock Claude AI Wants When Everything Else Falls
Kinross Gold (NYSE:KGC) mines gold across the US, Canada, Brazil, Mauritania, and Chile, selling at spot prices. Its profits move directly with gold.
Archer Aviation (ACHR) Unveils Defense Aircraft Amid Geopolitical Tensions, Takes Off 19.6%
Archer Aviation ended three days of losses on Monday, jumping 19.59 percent to close at $5.31 apiece, as investors digested the rosy prospects for the company amid the successful...
Should You Buy ServiceNow (NOW) Before Earnings?
ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS.
Why Nvidia Stock is Flat Since November Despite Tripling Its Net Income
In the past few years, NVIDIA Corporation (NASDAQ:NVDA) has been one of the most-covered stocks in the media as analysts and experts give their take on the undisputed engine of...
Is ASML Extremely Overvalued or a Bargain at 45x Forward Earnings?
In recent years, ASML Holding N.V.
Hedge Fund Resource Center
