Jim Cramer Explains Why Palantir’s Rule of 40 Dominance Proves Bears Wrong
During the August 31 episode of Mad Money, Jim Cramer highlighted Palantir Technologies Inc. (NASDAQ:PLTR) as one of the market's standout performers.
Insider Monkey Blog
Jim Cramer Breaks Down the Enterprise Software Rebound for Salesforce (CRM) and Veeva (VEEV)
During the August 31 episode of Mad Money, Jim Cramer examined the sharp rotation back into enterprise software following the forced unwinding of bearish hedge fund positions.
Q2 Cash Flow Turnaround Supports Boeing’s (BA) Rating Upgrade by Argus
On August 11, Kristina Ruggeri from Argus upgraded The Boeing Company (NYSE:BA) from Hold to Buy, based on the company’s long-term prospects within the expanding commercial ...
Here’s Why Berenberg Sees More Upside on Autodesk Stock Despite Key AI Headwinds
Autodesk Inc. (NASDAQ:ADSK)'s core business is growing at a healthy pace, profitability is improving, and management is confident about the long-term outlook.
CrowdStrike’s AI Security Boom May Still Have Room to Run
Wall Street experts believe that AI adoption continues to create a cybersecurity spending cycle, with companies increasingly needing to secure AI agents, applications, and cloud...
Rosenblatt Raises MongoDB (MDB) Price Target Despite Atlas Growth Concerns
On September 2, Rosenblatt raised its price target on MongoDB, Inc. (NASDAQ:MDB) from $395 to $445 while maintaining a Buy rating.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Do You Believe in Insmed’s INSM) Long-Term Potential Despite Short-Term Challenges?
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
L3Harris Technologies (LHX) Declined Despite Reporting Strong Results
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
Rocket Doctor AI Reports Strong Operational Momentum in Q2 2026 Driven by U.S. Expansion and Growing Patient Reach
Quarterly revenue for Q2 2026 was $734,028, representing a 43% year-over-year growth. Loss per share for Q2, 2026: ($0.07) per share.
Alternus Clean Energy Relaunches as Aedis Energy, Building a Scalable Platform for Onsite Power
Common stock to begin trading under the ticker symbol “ADIS” on September 17, 2026; new identity reflects the Company’s strategic shift towards distributed energy solutions...
Tarana Wireless and Itellum Demonstrate Live 1 Gbps Service at the 13th Latin America Spectrum Management Conference, Paving the Way for Nationwide FWA Coverage in Costa Rica
New 6 GHz standard power framework from SUTEL enables gigabit-class fixed wireless access, offering a faster path to broadband for underserved communities across the country SAN...
Gold X2 Announces NYSE American Listing Approval and Extension of Deadline for Annual General Meeting of Shareholders
Vancouver, British Columbia, September 2nd, 2026, FinanceWire Gold X2 Mining Inc.
What Makes Robinhood Markets (HOOD) as an Attractive Bet?
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
Investing in STMicroelectronics N. V. (STM): A Bet on Semiconductor Innovation
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
Taiwan Semiconductor Manufacturing Company Limited (TSM): The Powerhouse of Advanced Semiconductor Manufacturing
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
Lam Research Corporation (LRCX) is Exploring Growth Opportunities in the Semiconductor Equipment Market
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
easyMarkets Expands Commodity Offering with 24/7 Gold, Silver and Oil Trading
Limassol, Cyprus, September 2nd, 2026, FinanceWire New Gold24, Silver24 and Oil24 instruments give clients access to three major commodities around the clock.
Corning (GLW) is Well Positioned for Strong Earnings Growth
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
The Fund Added GE Aerospace (GE) Amid Market Skepticism
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
Artisan Partners Global Opportunities Strategy’s Q2 2026 Investor Letter
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
What Makes DPC Holdings Limited (DPC) an Attractive Bet?
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Global Opportunity Fund”.
NVIDIA and Equinix Deepen Their AI Inference Partnership. Here’s What It Means for Both Stocks
Digital infrastructure company Equinix Inc.
How CrowdStrike (CRWD) is Defending Against Evolving Threats
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Global Opportunity Fund”.
Here’s What Weighed on Nu Holdings (NU) in Q2
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Global Opportunity Fund”.
The Future of Website Building with Wix.com (WIX)
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Global Opportunity Fund”.
Baron Global Opportunity Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Global Opportunity Fund”.
Intercontinental Exchange (ICE) Stays Resilient Amidst Competition and Innovation
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
Entertainment Unleashed: Sphere Entertainment’s (SPHR) Innovative Approaches
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
Exploring Semiconductor Resurgence: Lam Research’s (LRCX) Role in Advanced Chip Manufacturing
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
Strength in Specialty: Carpenter Technology’s (CRS) Drive in Aerospace Materials
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
Ecommerce Evolution: Shopify’s (SHOP) AI-Driven Approach to Retail Success
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
Navigating Spotify Technology S.A.’s (SPOT) AI Transformation and Revenue Growth Strategies
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
Billionaire Portfolios: 2 Under-$20 Healthcare Stock Picks
The recent breakout of Moderna reminded investors that AI stocks aren't the only destination to make money.
Sands Capital Select Growth Fund’s Q2 2026 Investor Letter
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. Select Growth Fund targets U.S.
Analyzing Alphabet’s (GOOGL) Strategy in Diversifying Technology Ventures
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Global Value Fund.” The letter can be downloaded here.
Hotchkis & Wiley Global Value Fund’s Q2 2026 Investor Letter
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Global Value Fund.” In Q2 2026, the MSCI World Index rose by +...
Reddit’s Next AI Catalyst Isn’t User Growth — It’s What Alphabet’s Google and OpenAI Do Next
Reddit (NYSE: RDDT)’s data licensing deals with Alphabet Inc.
Brookfield Quintupled Its AI Power Framework to $25 Billion. Bloom Gets the Opportunity, but Who Takes the Risk?
Brookfield and Bloom Energy have dramatically enlarged their wager on data-center electricity. On June 30, Brookfield Asset Management Ltd.
Nvidia Put $2 Billion Into Coherent. Is Optical Bandwidth the Next AI Bottleneck?
Nvidia has placed a large financial bet on the lasers that connect AI systems. On March 2, NVIDIA Corporation (NASDAQ:NVDA) invested $2 billion in Coherent Corp.
Tiger Global Cut Alphabet 45% and Opened an AMD Position. Is It Rotating From AI Platforms to AI Chips?
Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc.
Microsoft Signed a 20-Year AI Power Deal With Chevron. Is Power Becoming the New Chip Shortage?
Microsoft's next major AI constraint may be measured in turbines rather than processors.
Billionaire Philippe Laffont Increased Micron 19-Fold and Added 49% to Amazon. Is This One Giant AI Demand Bet?
Billionaire Philippe Laffont made two of Coatue Management's most revealing second-quarter moves at opposite ends of the AI supply chain.
Morgan Stanley Just Upgraded Robinhood Markets Inc. (HOOD). Here’s Why
Investors may be underestimating Robinhood Markets Inc.(NASDAQ:HOOD) ability to generate more revenue from its existing customer base as the company expands beyond its traditional...
Elastic Beat and Raised Guidance. Wall Street Says One Quarter Isn’t Enough.
Elastic N.V. (NYSE:ESTC) delivered a quarter that should have won over Wall Street.
Salesforce Raised Guidance Again. Now It Has to Deliver the Revenue Acceleration
Salesforce Inc. (NYSE:CRM) reported robust Q2 results recently, driven by strong demand for AI tools such as Agentforce.
Microsoft’s AI Capex Problem Just Got Harder for Bears to Defend
Microsoft Corporation (NASDAQ:MSFT) reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand.
Meta and Google’s AI Returns Slide, Piper Sandler Says Amazon’s Capital Discipline Sets It Apart
As Big Tech continues to spend aggressively on artificial intelligence, one Wall Street firm believes there is a clear winner when it comes to return on invested capital (ROIC...
Marvell Beat and Raised Guidance. Why Its Google Deal Still Spooked Investors
A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc.
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