Cloudflare (NET) Jumps on AI Demand as CrowdStrike (CRWD) Sets a High Bar
Cloudflare, Inc.
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Could Taiwan Semiconductor (TSM) Be the Most Critical Bottleneck in the AI Chip Boom?
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter.
Sands Capital Technology Innovators Fund’s Q2 2026 Investor Letter
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter.
Is Valaris (VAL) Losing Momentum After Its Strong Rally?
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
Could Qorvo’s (QRVO) Skyworks Merger Unlock a Major Turnaround?
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
Antipodes Exited Suzano (SUZ) as Pulp Oversupply Threatened Returns
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
Why Antipodes Trimmed Workday (WDAY) Despite Strong Cash Flow
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
This Congresswoman Keeps Buying AI and Nuclear Stocks. Hedge Funds Are Split
Congresswoman April McClain Delaney recently disclosed up to $1.4 million worth of new stock trades.
Claude AI’s Newest Stock Picks Are Also Hedge Fund Favorites: One Breakout Biotech, One AI Chip Bet
Note: the trade details cited in this article come from The Claude Portfolio account on X, a third-party account not affiliated with Anthropic.
Palomar Holdings’ (PLMR) Premium Growth Overshadowed by Sector Caution
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
U.S. Physical Therapy (USPH): Return Expectations Tempered Despite Solid Execution
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Advisors’ Bets on nCino’s (NCNO) Durable Expansion
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Replacement Cycle Anchors IRadimed Corp.’s (IRMD) Long Term Growth
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Multiple Headwinds Overshadow Hillman Solutions Corp.’s (HLMN) Strong Fundamentals
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Onterris’ (ONT) Resilience Amid Revenue Decline
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Long-Term Growth Opportunities Remain for Artivion (AORT) Despite Challenges
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Strong Execution Drove Graham Corp. (GHM) Higher
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Geopolitical Risk and Guidance Withdrawal Dim Energy Recovery’s (ERII) Near-Term Visibility
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Conestoga Capital Advisors Decided to Sell PL Planet Labs (PL)
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Advisors Exited N-able (NABL) Despite AI Innovation Potential
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Park Aerospace Corp. (PKE) a Bullish Bet?
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
NPK International (NPKI) Positioned to Win as Utility Infrastructure Expands
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alpha Teknova (TKNO) Stock Moves Higher on Booming Clinical Demand
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Investor Confidence in CryoPort (CYRX) Strengthened Backed by Pipeline Expansion
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Revenue Growth Reinforces Twist Bioscience Corp.’s (TWST) Technology Leadership
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Advisors Micro-Cap Strategy’s Q2 2026 Investor Letter
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter.
Strategic Pipeline Network Secures DT Midstream’s (DTM) Long-Term Earnings Potential
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Permian Resources Corp. (PR) an Investment Bet?
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Abbott Laboratories (ABT) a Compelling Investment Opportunity with Reliable Growth
Matrix Asset Advisors, an asset management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
McDonald (MCD): A Consistent Dividend Payer Since 1976
Matrix Asset Advisors, an asset management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
What’s Next For Caris Life Sciences (CAI) After 21% Jump?
After soaring by as much as 21.58 percent on Thursday, Caris Life Sciences Inc.
Insmed (INSM) Soars 33.86% as Brinsupri Drives Fourfold Growth. Here’s What to Watch Next
Insmed (NASDAQ:INSM) saw its share price increase by 33.86 percent on Thursday to close at $132.55 apiece after nearly quadrupling its revenues in the second quarter of the year...
Mastercard (MA) vs. Visa (V): Stablecoins or AI Fraud Defense?
On August 3, Mastercard (NYSE:MA) announced that it had completed its acquisition of BVNK, a deal meant to connect its card network with the stablecoins and tokenized assets that...
Visa (V) vs. Mastercard (MA): $2.4B BioCatch Acquisition Escalates the Payments Security War
Visa (NYSE:V) said on August 3 that it would buy fraud intelligence provider BioCatch for $2.4 billion in cash, its latest move to build out cybersecurity tools for the banks ...
Linde (LIN) vs. Air Products (APD): Racing for the Chip Boom
Linde (NASDAQ:LIN) just locked in one of its biggest electronics bets yet.
Michael Burry Disagrees With Hedge Funds Over Flutter (FLUT)
Flutter Entertainment (NYSE: FLUT), parent of FanDuel, is having a rough year. The stock is down 57% year to date. The latest quarterly results didn't help.
Alibaba’s Qwen3.8-Max Launch: What BABA vs. BIDU Means for Investors
Alibaba (NYSE:BABA) unveiled its largest and most capable AI model to date on August 3, and the market noticed immediately, sending its Hong Kong-listed shares up about 7% the...
RTX (RTX) vs. Lockheed Martin (LMT): How Street Is Pricing Two Defense Giants
On August 3, Raytheon, an RTX Corporation (NYSE:RTX) business, finished installing the first SPY-6(V)4 radar array at a Navy test site on Wallops Island, Virginia.
AT&T (T) Bulks Up Its Spectrum As SpaceX Fears Ease
AT&T (NYSE:T) closed a $23 billion acquisition of wireless spectrum licenses from EchoStar (NASDAQ:ECHO) on July 28, a deal first announced in August 2025.
Nvidia (NVDA) Bets on Design Tools While AMD (AMD) Scales the Hardware Stack
Nvidia Corporation (NASDAQ:NVDA) already sells the chips that train and run the world's AI models.
Microsoft’s (MSFT) Record Rally Puts Alphabet (GOOGL) Rivalry Back In Focus
On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded.
Microsoft (MSFT) vs. Alphabet (GOOGL): Which AI Giant Has the Edge in Next-Gen Cybersecurity?
Microsoft (NASDAQ:MSFT) just planted a flag in one of AI's most consequential new battlegrounds.
Iovance Biotherapeutics (IOVA) Pops 43% on Stellar Q2. Here’s What Comes Next
Iovance Biotherapeutics Inc.
Boeing (NYSE:BA) Shows Operational Acceleration Ahead of Max 7 Rollout
The Boeing Company (NYSE:BA) got a certificate seven years in the making.
Jim Cramer Reaffirms Buy Stance on Celestica (CLS) 25% Pullback
During the August 4 episode of CNBC's Mad Money, a caller inquired about Celestica Inc.
Analyst Sees Trouble Brewing Beneath Disney (DIS) Numbers; Is Warner Bros (WBD) Any Better?
Investors are assessing Walt Disney (NYSE: DIS) latest results, which were mixed and most of the limelight went to the boost that came due to Toy Story 5.
Jim Cramer on Microsoft (MSFT): “Glad We Held On to It Because They Did a Great Job”
During August 3’s episode of CNBC's Mad Money, host Jim Cramer spotlighted Microsoft Corporation (NASDAQ:MSFT) as July's eighth-best performer in the S&P 500.
Will AT&T (T)’s Expanded Quantum Deal Turn D-Wave (QBTS) Into a Scalable Enterprise Player?
Telecom companies continue to expand their AI-powered services, fiber infrastructure, and 5G network capabilities.
AI Workloads Drive CPU Demand as AMD Discusses Longer-Term China Deals
Advanced Micro Devices, Inc. (NASDAQ:AMD) is poised to benefit from the next phase of the AI infrastructure boom.
Amazon’s Premium vs. Microsoft’s Backlog: Who Wins the Next Trillion?
Amazon (NASDAQ:AMZN) crossed a market value of $3 trillion for the first time on August 3, with shares jumping 5% to a record $285.01.
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