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Why Accenture (ACN) Lost Its Place in This Portfolio
Insider Monkey7d agoneutral
Why Accenture (ACN) Lost Its Place in This Portfolio

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Synopsys (SNPS) Growth Disappointed – Should Investors Worry?
Insider Monkey7d agoneutral
Synopsys (SNPS) Growth Disappointed – Should Investors Worry?

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

JPMorgan Sees Further Equity Upside in Second Half as Market Rally Broadens
InvestorsHub7d agobullish
JPMorgan Sees Further Equity Upside in Second Half as Market Rally Broadens

JPMorgan remains positive on equities for the second half of the year, arguing that concerns surrounding geopolitics, inflation, market concentration, the economic cycle and weakness in bonds are unlikely to prevent stocks from advancing further. The bank expects broader participation in the rally, with cyclical and higher-beta areas potentially taking a greater role as the year progresses.

Big Tech's Earnings Growth Largely Reflects Investment Gains
The Wall Street Journal7d agoneutral
Big Tech's Earnings Growth Largely Reflects Investment Gains

71% That's the share of Alphabet’s quarterly profits that came from "other income" last quarter. The gains came from revaluing equity holdings, which include SpaceX and Anthropic. Other income made up 66% of Amazon’s earnings, primarily due to its stake in Anthropic.

Seagate Technology Holdings (STX) Following Strong FY2026 Results Looks Undervalued By The Narrative
Simply Wall St.7d agoneutral
Seagate Technology Holdings (STX) Following Strong FY2026 Results Looks Undervalued By The Narrative

Seagate Technology Holdings (STX) has drawn fresh investor attention after reporting a strong finish to fiscal 2026, with revenue and profitability ahead of expectations and non GAAP gross margin expanding for the 13th straight quarter. See our latest analysis for Seagate Technology Holdings. The strong fiscal 2026 finish has come alongside powerful momentum in Seagate Technology Holdings’ stock, with a 1 day share price return of 4.91%, a 90 day share price return of 15.83%, and a year to...

Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?
Insider Monkey7d agoneutral
Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

5 Insightful Analyst Questions From Kraft Heinz’s Q2 Earnings Call
StockStory7d agoneutral
5 Insightful Analyst Questions From Kraft Heinz’s Q2 Earnings Call

Kraft Heinz’s second quarter was marked by ongoing sales declines and a negative market reaction, reflecting persistent challenges in core packaged food categories. Management attributed the weak top-line performance to continued softness in U.S. consumption and lower sales volumes, while incremental investment in marketing and innovation began to show early signs of stabilization in select brands. CEO Steven Cahillane acknowledged, “Nobody is doing a victory lap that we’re declining less than w