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Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]
Apnimed just went public with a single pill designed to replace the CPAP masks that millions of sleep apnea patients abandon every year, but its own FDA filing reveals some uncomfortable truths about how Oxnimbi stacks up against the competition.
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]
Stocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.
CIEN enters 2027 with a $7.7B backlog, strong orders and new products supporting revenue outlook as AI fuels network demand.
Forecasts are rising for how much money Big Tech will throw at the AI data center build-out this year. But money may not get the job done if chips, skilled labor, and power bottlenecks stand in the way.
Kyndryl’s second quarter results saw a negative market reaction, as sales declined and missed Wall Street’s revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring IBM hardware and software directly. CEO Martin Schroeter cited positive momentum in Kyndryl Consult and hyperscaler partnerships, but acknowledged that lengthening sales cycles and workforce rebalancing charges weighed on profitability. He
Here is how INPLAY OIL CP (IPOOF) and Kosmos Energy (KOS) have performed compared to their sector so far this year.
Jack Henry & Associates heads into Q4 with cloud and payments growth in focus, but slower digital revenues and higher costs may pressure earnings.
Oklo's Groves reactor milestone adds real-world nuclear operating experience, but larger Aurora projects still face regulatory and execution hurdles.
Aug 14 (Reuters) - Wall Street's main indexes were mixed at the open on Friday, a day after the S&P 500 closed at a record high, as investors assessed retail sales data and took stock of the latest
It's a war of words in the fast food space.
The standards target projects seeking interconnection within ERCOT, while Meta’s 1-GW campus will be served by El Paso Electric. Existing tax incentives and road funding remain in effect.
Jefferies just slapped a sell rating on Apple right before what could be its most consequential product era in two decades. The case for staying in the stock rests on a consumer AI opportunity that most bearish analysts appear to be pricing at exactly zero.
JPMorgan Chase (NYSE: $JPM), the largest U.S. bank, has reportedly ended its banking relationship with prediction m...
Tech stocks look a touch lively in premarket trading.
The S&P 500 kicked off Friday’s session on pace to end its third straight week of gains with another record. The market benchmark rose 0.1%. The Dow Jones Industrial Average fell 114 points, or 0.2%. The Nasdaq Composite was up 0.
Taboola’s second quarter was met with a negative market response as revenue fell short of Wall Street expectations. Management attributed the shortfall primarily to two factors: a Google policy change that discontinued the “Explore More” product and a deliberate effort to remove low-performing international publishers, particularly in Greater China. CEO Adam Singolda acknowledged the impact of these actions, noting, “Despite these two headwinds, I’m happy with our ability to accelerate growth an
Coinbase has shed more than half its value in a year, but a closer look at what just happened in Q2 reveals a company that may be stronger than its stock price suggests.
New leadership outlines turnaround strategy amid traffic declines and margin pressure.
The average brokerage recommendation (ABR) for Teradyne (TER) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The average brokerage recommendation (ABR) for Caterpillar (CAT) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The average brokerage recommendation (ABR) for Riot Platforms, Inc. (RIOT) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
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 […]
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 […]
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]
Joby is acquiring Resonant Sciences in a $500 million deal.
e.l.f. Beauty delivered a notably strong performance in Q2, with management attributing growth to robust brand momentum, new product launches, and targeted pricing actions. CEO Tarang Amin highlighted the benefits of a diversified portfolio and emphasized that recent innovations, such as the Main Stain Lip Marker and e.l.f. Hair, resonated with consumers. The reinvestment of tariff refunds into marketing and selective price reductions also supported unit momentum and further enhanced the company
Management believes the 1 GW campus has passed the current ERCOT review stage, although formal authorization remains outstanding. Beacon Point is still targeting initial energization in the first quarter of…
BUD's Q2 beer volumes rise 1.1% as market share gains, megabrand investment and emerging-market growth fuel improving global momentum.
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