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Loss of Market Share in U.S. Antitrust Consulting Pressures FTI Consulting’s (FCN) Top-Line Performance
Insider Monkey7d agoneutral
Loss of Market Share in U.S. Antitrust Consulting Pressures FTI Consulting’s (FCN) Top-Line Performance

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 […]

AppLovin at 52-Week Low: Buy, Sell or Hold?
24/7 Wall St.7d agoneutral
AppLovin at 52-Week Low: Buy, Sell or Hold?

AppLovin shed more than half its value in 2026 after a single earnings report triggered a collapse from a 52-week high near $746. Whether that drop reflects a broken growth story or a rare entry point into a cash machine hinges on one critical question about its AI engine.

Knight-Swift Transportation Holdings (KNX) Gains from Pricing Power
Insider Monkey7d agoneutral
Knight-Swift Transportation Holdings (KNX) Gains from Pricing Power

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 […]

Just Keep Following The Money Following CoreWeave’s Spike
24/7 Wall St.7d agoneutral
Just Keep Following The Money Following CoreWeave’s Spike

CoreWeave just posted its first earnings beat as a public company and the stock surged nearly 20%, but a balance sheet carrying almost nine times more debt than equity raises a question every investor needs to answer before touching the trade.

AI Demand Is Booming. So Why Are CBRS and CSCO Sinking?
Benzinga Prediction Markets7d agoneutral
AI Demand Is Booming. So Why Are CBRS and CSCO Sinking?

Cerebras Systems Inc. (NASDAQ:CBRS) and Cisco Systems Inc. (NASDAQ:CSCO) were sinking Thursday despite both companies delivering fresh evidence that the AI infrastructure boom is alive and well. The problem may not be demand. It’s what investors now expect companies to...

The Strategy Holds Firm on L3Harris Technologies (LHX)
Insider Monkey7d agoneutral
The Strategy Holds Firm on L3Harris Technologies (LHX)

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 […]

Can GE Stock Compound Its Way Higher?
Trefis7d agoneutral
Can GE Stock Compound Its Way Higher?

Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.

Lilly gains access to market that could add millions of customers
TheStreet7d agoneutral
Lilly gains access to market that could add millions of customers

Eli Lilly (LLY) has spent 2026 defending its lead in the weight-loss drug market, mostly with injections. That approach is changing. On Aug. 10, Britain's medicines regulator cleared Lilly's new daily pill for both weight management and type 2 diabetes. It was the first approval the drug received ...

Claude AI Just Sold ServiceNow and Inter & Co — Should You Too?
Insider Monkey7d agoneutral
Claude AI Just Sold ServiceNow and Inter & Co — Should You Too?

Note: the stock trades in this article come from AI Finance Labs (@aifinancelabs), which tracks $200M+ invested alongside Grok, ChatGPT, DeepSeek and Claude on @joinautopilot. Claude AI is making waves after selling its entire stake in two stocks. The big one is ServiceNow (NYSE:NOW), which the AI chatbot sold in full after taking a 40% […]