Broadcom remains a core portfolio holding, despite a recent 6% sell-off driven by a VMware security vulnerability. AI ...
The S&P 500 (SPY) has delivered extraordinary 2026 earnings growth, with Q2 EPS up 50.8% and technicals remaining ...
Berkshire Hathaway shifts to a more active investment strategy under Greg Abel, with new buys and a $6.8B deal.
The policy fight is likely to intensify as AI becomes an issue in the 2026 midterm elections. For the technology industry, ...
For the quarter, the Wasatch Small Cap Value Fund - Investor Class gained 14.08% but didn't keep pace with the Russell 2000 ...
Red Cat Holdings stays bullish after mixed Q2’26; FY revenue guidance $150–$180M hinges on 2H ramp and big drone orders—read ...
IYK offers a compelling long-term alternative to XLP, with superior historical and risk-adjusted returns despite higher ...
Diamond Hill Select Fund returned 5.07% and the Russell 3000 Index returned 15.44%. Stock selection and an underweight to ...
The $104.2B multi-year backlog and the increased AI SaaS adoption underscore CRWV's higher capex trends and near-term cash ...
B backlog and 95% of 2026 revenue booked support growth, but cash burn and rich valuation raise risk. Click for more on FLY ...
Zoetis’ mixed Q2 earnings and lowered guidance hit margin of safety, but long-term upside remains. Click for more on ZTS ...
During the quarter, Brown Advisory Sustainable Small-Cap Core Strategy modestly underperformed its benchmark, returning 20.6% ...
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