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Battle of the briefs: UP-NS fires back at AGs anti-merger letter
FreightWaves2d agoneutral
Battle of the briefs: UP-NS fires back at AGs anti-merger letter

Union Pacific and Norfolk Southern turn to former federal anti-trust officials to refute claims by red state Attorneys General opposing their transcontinental rail merger. The post Battle of the briefs: UP-NS fires back at AGs anti-merger letter appeared first on FreightWaves.

FedEx 777 in retro livery lands at Memphis airport renamed for Fred Smith
FreightWaves2d agoneutral
FedEx 777 in retro livery lands at Memphis airport renamed for Fred Smith

FedEx founder Fred Smith was memorialized with the renaming of Memphis airport in his name and the ceremony included the arrival of a FedEx Boeing 777 freighter painted with a throwback brand design. The post FedEx 777 in retro livery lands at Memphis airport renamed for Fred Smith appeared first on FreightWaves.

Widening Spreads and Tariff Protection Drive Steel Dynamics’ (STLD) Rally
Insider Monkey2d agobullish
Widening Spreads and Tariff Protection Drive Steel Dynamics’ (STLD) Rally

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

Is Trump Media & Technology Group (DJT) Lawsuit A Threat To Its Business Model?
Simply Wall St.2d agobearish
Is Trump Media & Technology Group (DJT) Lawsuit A Threat To Its Business Model?

Trump Media & Technology Group (NasdaqGM:DJT) is facing a federal lawsuit from multiple US media organizations over its plan to sell premium early access to Truth Social posts. The plaintiffs argue the paywall on early access to Truth Social content violates press freedom protections under the First Amendment and raises Fifth Amendment concerns. The case focuses on whether charging for priority access to what plaintiffs describe as presidential or government related communications is...

Micron Technology (MU): A Clear Beneficiary of the AI Infrastructure Buildout?
Insider Monkey2d agoneutral
Micron Technology (MU): A Clear Beneficiary of the AI Infrastructure Buildout?

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

KLA Corporation (KLAC) Positioned to Benefit from Semiconductor Chip Complexity
Insider Monkey2d agoneutral
KLA Corporation (KLAC) Positioned to Benefit from Semiconductor Chip Complexity

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

CrowdStrike Holdings (CRWD) Gains as Autonomous AI Agents Go Mainstream
Insider Monkey2d agoneutral
CrowdStrike Holdings (CRWD) Gains as Autonomous AI Agents Go Mainstream

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

AI Tailwinds and Faster CyberArk Integration Power Palo Alto Networks (PANW)
Insider Monkey2d agoneutral
AI Tailwinds and Faster CyberArk Integration Power Palo Alto Networks (PANW)

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

Intuitive Surgical (ISRG) Backs Long-Term Moat Amid Near-Term Volatility
Insider Monkey2d agoneutral
Intuitive Surgical (ISRG) Backs Long-Term Moat Amid Near-Term Volatility

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

Here’s What Hurt Boston Scientific Corporation (BSX) in Q2
Insider Monkey2d agoneutral
Here’s What Hurt Boston Scientific Corporation (BSX) in Q2

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]