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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 […]
“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in...
Cathie Wood’s ARK Invest bought 106,941 Cerebras shares worth $28.02 million after the AI chipmaker’s stock fell following its earnings report.
Crocs shares surged 26.9% in three months as DTC and international growth strengthened, but HEYDUDE and margin pressure remain key tests.
Hyperscalers are accelerating spending, Vera Rubin chips promise a 10x efficiency leap, and Nvidia's valuation keeps compressing. Whether that makes the stock a screaming buy or a trap for bargain hunters depends on one critical question few investors are asking.
APH is broadening its AI interconnect opportunity as rising bandwidth, optical adoption and power needs drive data-center demand.
Crocs trades at a discount as stronger brand trends and cash flow support the case, but HEYDUDE weakness and tariffs cloud the outlook.
Palantir just delivered the most explosive quarter in its history, yet its stock sits nearly flat for the year. Something has to give, and the gap between where shares trade today and where the numbers say they could go tells a striking story.
A military strike on Qatar's LNG facilities sent global gas buyers scrambling for alternatives almost overnight, and Wall Street wasted no time identifying which American energy companies stand to capture that demand.
When the Nasdaq tumbled and the VIX spiked toward 21, three covered-call ETFs started collecting bigger premiums than they had all year. Which one you own depends on a tax and upside tradeoff most income investors never think to ask about.
Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.
Virgin Galactic delays its first commercial Delta flight to February 2027 but keeps its 2027 cash flow target as ticket demand stays strong.
ONDS raises its 2026 revenue target to $525-$550M, citing broad demand as it works to convert a $757M backlog and reach adjusted EBITDA profitability sooner.
NU says record risk-adjusted margins can stay near current levels as AI expands, credit holds firm and Mexico's banking push accelerates.
Iran faces new economic pressure. See which ETFs could gain or lose from higher oil, defense spending and inflation risks.
Morgan Stanley has adopted a more constructive stance on U. S.
Crocs raised its 2026 outlook as DTC and international growth strengthened, while HEYDUDE weakness and tariff costs pressured margins.
Tesla (NASDAQ: TSLA) rose 1.3% in pre-market trading following the report. The Roadster reveal is a rare positive narrative catalyst for a stock that has shed nearly a quarter of its value in 2026 while the Nasdaq has gained roughly 15% over the same period, according to The Information’s reporting. Shares of air-taxi companies Archer Aviation and Joby Aviation each declined about 2% in pre-market trading.
The average of price targets set by Wall Street analysts indicates a potential upside of 50.5% in TTM (TTMI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
The mean of analysts' price targets for Astera Labs, Inc. (ALAB) points to a 30.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The mean of analysts' price targets for MaxLinear (MXL) points to a 31.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The average of price targets set by Wall Street analysts indicates a potential upside of 31.5% in Generac Holdings (GNRC). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
The average of price targets set by Wall Street analysts indicates a potential upside of 38.8% in Viavi Solutions (VIAV). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
The consensus price target hints at a 42.6% upside potential for Rocket Lab Corporation (RKLB). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
ONDS enters the second half of 2026 with a $757 million backlog, strong order momentum and several major programs set to ramp.
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 […]
LONDON, Aug 14 (Reuters) - Nvidia's colossal financing deal for AI infrastructure buildouts is the talk of private markets this week.
Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.
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