AMD Is Winning Nvidia (NVDA) Customers But Investors May Be Missing The Catch
Advanced Micro Devices, Inc. (NASDAQ:AMD) has finally landed the kind of AI customers investors spent years waiting for.
Insider Monkey Blog
Hedge Funds Have Flooded Into This AI Power Stock But Baron Dumped 60% of Its Stake
Hedge funds and Baron Capital are sending very different signals on Advanced Energy Industries, Inc. (NASDAQ:AEIS).
Tapestry (TPR) Stock: Why Investors Should Focus on Coach Momentum and Expanding Margins
The luxury and premium fashion market continues to reward brands capable of combining pricing power, robust consumer loyalty, and international growth, instead of being dependent...
United Bankshares: An Underrated Dividend Stock with a 52-Year Growth Streak
United Bankshares, Inc. (NASDAQ:UBSI) stands out as a relatively conservative dividend-paying regional bank.
TotalEnergies Navigates Hormuz Crisis with Discounted Oil and Strong Trading Economics
TotalEnergies SE (NYSE:TTE) is showing that its trading and integrated business model can create opportunities even in a highly disrupted oil market.
Shell’s Chemicals Exit Attracts XOM and LYB: Capital Discipline or Missed Opportunity?
Shell plc (NYSE:SHEL) is considering selling its U.S.
UPS Builds for Future Growth With $2 Billion Global Logistics Investment
United Parcel Service, Inc. (NYSE:UPS) is putting more than $2 billion into its International, Healthcare and Supply Chain Solutions businesses.
Altria vs. Philip Morris: What the New Manufacturing Deal Means for Investors
Altria Group, Inc. (NYSE:MO) and Philip Morris International Inc.
Abbott Pays $670 Million to Settle Formula Claims as Legal Risks Persist
Abbott Laboratories (NYSE:ABT) has agreed to pay $670 million to settle claims involving about 2,000 people who alleged that its specialized preterm infant formulas contributed...
Alibaba (BABA) Bets $10 Billion on AI: Is the Massive Spending Worth It?
Alibaba Group Holding Limited (NYSE:BABA) has launched a HK$80 billion ($10.2 billion) Hong Kong share placement to fund its artificial intelligence ambitions.
Walmart’s Rare Comparable-Sales Miss: Should Investors Worry?
Walmart Inc. (NASDAQ:WMT) reported a rare comparable-sales miss in its latest quarter, with U.S. same-store sales rising 2.6%, below Wall Street’s 3.8% estimate.
Deere & Company (DE)’s Strong Quarter Raises the Stakes for an Agricultural Recovery
Deere & Company (NYSE:DE) delivered a stronger-than-expected third quarter, with the company benefiting from a surprising source: the construction boom linked to AI data centers...
T. Rowe Price Bets on Fixed-Income ETFs With F/m Investments Deal
T. Rowe Price Group, Inc.
Alvotech (ALVO) Gets New ‘Buy’ Reco. Should Investors Follow?
Alvotech (NASDAQ:ALVO) extended its winning streak to a 5th consecutive day on Monday, jumping 18.51 percent to finish at $5.25 apiece, after the Bank of America (BofA) raised...
Apple (AAPL) Cut Its Europe App Store Fees. Its Own Earnings Show Why It Had To
Apple Inc. (NASDAQ:AAPL) announced on August 18, 2026, that alternative app stores in the European Union will be charged a 5% commission on in-app purchases.
Diana Shipping (DSX) & Genco Shipping (GNK): A Nearly Year-Long Shipping Takeover Fight Just Ended. Here’s Who Blinked
On August 14, 2026, Diana Shipping Inc.
Apple (AAPL)’s China AI Strategy: Why Remove the Alibaba (BABA) Guide?
Reuters reported on August 14, 2026, that Apple Inc.
Eli Lilly (LLY) Is Suing Six Companies Over an Unapproved Drug—Leaving Novo Nordisk (NVO) Clear in the GLP-1 Wars
On August 12, 2026, Eli Lilly and Company (NYSE:LLY) said that it filed six lawsuits against US companies it accuses of illegally selling black-market versions of retatrutide.
Cerebras Systems (CBRS) Revenue Surges: Why Did CBRS Stock Crash, and What About AMD?
On August 12, 2026, Cerebras Systems Inc.
Cisco Systems (CSCO) & Arista Networks (ANET): Cisco Just Beat Every Estimate. Why Did the Stock Still Drop 8%?
On August 12, 2026, Cisco Systems, Inc.
Ford Motor (F) is Bringing Lincoln Production Home. Why is General Motors (GM) Walking Away From Its Battery Plant?
On August 12, 2026, Ford Motor Company (NYSE:F) said that it will increase US production of its Lincoln vehicles starting in 2030 and phase out imports from China entirely, a ...
QuikBot vs. Serve Robotics (NASDAQ:SERV): Will Physical AI Be Won by Robots or the Infrastructure Behind Them?
Autonomous delivery is gaining traction as companies seek faster drop times and lower labor costs. Serve Robotics Inc.
Is the Weight-Loss Drug Market Really a Winner-Take-All Fight Between Novo Nordisk (NVO) and Eli Lilly (LLY)?
On August 13, 2026, Novo Nordisk A/S (NYSE:NVO) CEO Mike Doustdar told Reuters that investors are underestimating how much the obesity drug market will fragment as new treatments...
Steve Cohen’s Point72 Boosted Its Stake 467% in This Boring Cable Stock in Q2. Its AI Orders Are Starting to Take Off
Steve Cohen’s Point72 made a striking move in Belden Inc. (NYSE:BDC) during the second quarter, increasing its position by 467% to 224,800 shares.
Nvidia Signed a $1.5 Billion Deal With This Chip Stock. Then the Stock Crashed 25%
Nvidia Corporation (NASDAQ:NVDA) handed Amkor Technology, Inc. (NASDAQ:AMKR) a massive vote of confidence on July 23.
Super Micro Computer (SMCI)’s Guidance Just Crushed Estimates. Can it Outrun its Legal Troubles?
On August 11, 2026, Super Micro Computer, Inc.
This Generator Stock Has Been Crushed. But Data Center Orders Just Became a $1 Billion Growth Story
Generac Holdings Inc. (NYSE:GNRC) has fallen a long way from the excitement that carried its shares to a 52-week high of $296.44 on June 25.
Coherent (COHR) & Lumentum Holdings (LITE): Two AI Optics Suppliers Just Beat Earnings. Why Did Investors Punish One of Them?
On August 12, 2026, Coherent Corp. (NYSE:COHR) beat fourth-quarter earnings estimates and forecast first-quarter revenue and profit above expectations.
Nebius Group (NBIS) Just Posted 514% Revenue Growth. Can CoreWeave (CRWV)’s Numbers Compete?
On August 12, 2026, Nebius Group N.V. (NASDAQ:NBIS)'s cloud business revenue jumped 514% year over year in the second quarter, sending shares up more than 20%.
Berkshire Hathaway (BRK-B)’s Cash Pile Just Shrank for the First Time in Years. Is Greg Abel Finally Spending?
Warren Buffett spent decades building Berkshire Hathaway Inc.
AI Infrastructure Stocks Surge: How Long Can CoreWeave (CRWV) and Super Micro Computer (SMCI) Keep It Up?
Shares of CoreWeave, Inc. (NASDAQ:CRWV) and Super Micro Computer, Inc.
General Motors Company (GM) Spends $4.5B on Chips: Is Ford Motor Company (F) Betting Bigger on America?
On August 11, 2026, General Motors Company (NYSE:GM) disclosed that it set up a purchasing facility worth up to $4.5 billion with a firm called Procura Auto Parts, designed to...
President Trump’s Portfolio Added 2 Stocks Bill Gates and Bill Ackman Also Own
The latest filings covering President Donald Trump’s assets show that securities held on his behalf included purchases of Mastercard (NYSE: MA) and Home Depot (NYSE: HD) in ...
Billionaire Leon Cooperman Says Investors Are Acting Like ‘Pavlov’s Dog’ — Reveals 2 New Stock Picks
In a recent CNBC interview, Billionaire Leon Cooperman said that he has a negative view of the market amid a rising fiscal deficit and debt.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Brad Gerstner and Cathie Wood Like Snowflake (SNOW) and Robinhood (HOOD)
Brad Gerstner of Altimeter Capital is known for his AI tech investing, while Cathie Wood is known for her aggressive growth investing across different sectors.
FPA Queens Road Small Cap Value Fund’s Q2 2026 Investor Letter
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. The Fund returned...
Is Linde (LIN) Set to Benefit From a Global Industrial Recovery?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Exits Alcon (ALC) as Cataract Demand Slows and Competition Rises
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Is Betting on Equinix (EQIX) as AI Demand Accelerates
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
Is Salesforce (CRM) an Undervalued AI Opportunity Despite Slower Growth?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
IUX Launches New Education Webinar Series to Support Traders’ Financial Literacy
IUX Education has launched its IUX Education Webinar Series, a live online programme designed to help traders deepen their understanding of financial markets, stay connected with...
Is Netflix (NFLX) a Buying Opportunity After Its Sharp Selloff?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
Could Taiwan Semiconductor Manufacturing Co. (TSM) Be the Biggest Long-Term Winner From the AI Chip Boom?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
ServiceNow (NOW) Faces Questions Over Acquisitions and Capital Allocation
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Sold Intuit (INTU) as TurboTax and Mailchimp Weakness Deepened
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Raised Its Bet on Alphabet (GOOG) as AI Demand Accelerates
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
Arm Holdings (ARM) Delivers Strong Growth, but Has the Valuation Run Too Far?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
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