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Here is Why Analysts are Bullish on Occidental Petroleum (OXY)
Insider Monkey3d agoneutral
Here is Why Analysts are Bullish on Occidental Petroleum (OXY)

Occidental Petroleum Corporation (NYSE:OXY) was held by 78 hedge funds at the end of Q1 2026 in the Insider Monkey database, with a cumulative stake value of almost $20.8 billion. This compares to 67 hedge fund investors with a total investment value of approximately $12 billion in the prior quarter. Jeremy Hosking’s Hosking Partners held […]

China Fears Affect Nividia and AMD in Very Different Ways
24/7 Wall St.3d agoneutral
China Fears Affect Nividia and AMD in Very Different Ways

Both chipmakers crushed their earnings estimates, yet the same geopolitical pressure that wiped out billions for one barely registered for the other. Understanding why reveals something surprising about where real AI market power actually sits.

StockStory3d agoneutral
The 5 Most Interesting Analyst Questions From Solaris Energy Infrastructure’s Q2 Earnings Call

Solaris Energy Infrastructure delivered a robust second quarter, surpassing Wall Street’s revenue and profit expectations and prompting a positive market reaction. Management attributed the quarter’s outperformance to expanded contract scope with major technology and energy customers, higher ancillary service revenue, and successful integration of new business lines. Chairman and Co-CEO Bill Zartler emphasized, “We continue to provide dedicated power at scale to data centers, consistently achiev

ConocoPhillips (COP): Wall Street Sees More Upside Despite Leadership Shakeup
Insider Monkey3d agoneutral
ConocoPhillips (COP): Wall Street Sees More Upside Despite Leadership Shakeup

ConocoPhillips (NYSE:COP) was held by 74 hedge fund investors at the end of Q1 2026 in the Insider Monkey database, with a total stake value of just over $7.5 billion. This is up from 65 hedge fund holders with a cumulative investment of almost $5.5 billion in the previous quarter. Ric Dillon’s Diamond Hill Capital […]

Is Carvana (CVNA) a Clear Bargain at 13x EBITDA?
Insider Monkey3d agoneutral
Is Carvana (CVNA) a Clear Bargain at 13x EBITDA?

Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its goal of annualized returns of 16.5%. The outlook for the next […]