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Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum […]
Investors still should wait for confirmation that selling has truly exhausted itself and that buyers are beginning to take control.
Shopify (NasdaqGS:SHOP) is back in focus as investors look ahead to second quarter 2026 results, with expectations for high 20% revenue growth supported by Gross Merchandise Volume, Shopify Payments, Shop Pay and new AI tools. See our latest analysis for Shopify. At the current US$117.01 share price, Shopify has seen momentum cool in the short term, with the 7 day share price return down 10.19% and the year to date share price return down 25.57%. However, the 3 year total shareholder return...
TransMedics Group, Inc. previously announced it would report its Q2 2026 results after the market close on August 4, 2026, alongside an earnings call, while also granting stock options and restricted stock units to new employees under Nasdaq Listing Rule 5635(c)(4). UBS’s recent initiation of analyst coverage, combined with new equity awards aimed at retaining and attracting talent, highlights growing institutional attention to TransMedics’ transplant-focused technology platform and...
Sandisk (SNDK) is back in focus after a 47% slide in July, with investors weighing that sharp pullback against strong AI storage themes, fresh HBF standards news, and closely watched earnings this week. See our latest analysis for Sandisk. After a steep pullback that left Sandisk roughly 48% below its late June peak and down 26.2% on a 30 day share price return basis, recent gains including a 17.5% 7 day share price return and a very large 1 year total shareholder return suggest momentum has...
Marvell Technology (MRVL) is back in focus after the company used the Future of Memory and Storage 2026 conference to showcase its latest AI focused memory and storage portfolio to data center customers. See our latest analysis for Marvell Technology. Investors have reacted quickly to Marvell Technology's recent AI memory announcements and India expansion plans, with a 1 day share price return of 3.31% and a 7 day share price return of 11.06% helping to offset a 30 day share price return that...
In recent days, GameStop Corp. agreed to privately exchange about US$1.40 billion of its outstanding zero-coupon convertible senior notes for shares of its Class A common stock, aiming to cut long-term debt without using cash and expecting the deal to close around late September 2026. An important twist is that the exact number of new shares will be set over a 35-day pricing window, heightening uncertainty about how much existing shareholders may be diluted. We’ll now examine how this large...
Wix.com's (WIX) Q2 results marked a "step forward" as the company maintained its full-year outlook a
Nokia Oyj (HLSE:NOKIA) stock is back in focus after the company reported second quarter 2026 results and issued third quarter guidance that assumes a 3% to 7% quarter on quarter rise in net sales. See our latest analysis for Nokia Oyj. At a share price of €8.10, Nokia Oyj has seen the 30 day share price return fall 27.48% and the 90 day share price return fall 28.60%. However, the year to date share price return is 46.63% and the 1 year total shareholder return is 134.96%, which suggests that...
A Bilt spokesman said that roughly 1,850 cardholders were affected and that it moved quickly to correct the errors.
The data mining and AI specialist just leveled up.
TDG posts stronger-than-expected Q3 results, fueled by broad organic sales growth, while raising its fiscal 2026 outlook on solid operating momentum.
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]
Amazon joins the $3T club as AI-driven AWS growth accelerates. See how ETFs with AMZN exposure can capture upside while helping reduce single-stock risk.
IQM Quantum Computers (NASDAQ:IQMX) reported its first results as a public company, outlining a growing order backlog, a second-half-weighted revenue outlook and continued investment in superconducting quantum systems for high-performance computing environments. The company began trading on the Nas
IPG Photonics (NASDAQ:IPGP) reported second-quarter 2026 revenue of $279 million, up 11% from a year earlier and representing its third consecutive quarter of double-digit year-over-year sales growth. Revenue exceeded the midpoint of the company’s guidance, while bookings improved and book-to-bill r
Hut 8 (NASDAQ:HUT) reported second-quarter 2026 revenue growth and improved adjusted EBITDA as its compute operations expanded, while management highlighted progress on its AI data center development projects and project-level financing strategy. Revenue rose approximately 81% year over year to $74
The transition to sustainable energy infrastructure has been experiencing steady progress in recent years across the globe, while simultaneously undergoing constant fluctuation. Actual progress is influenced by a wide variety of factors, such as the drivers behind participants’ motivations and the technologies enabling the transition, as well as the status of supply chains and geopolitical […]
Vertex Pharmaceuticals (VRTX) reported a solid Q2 and raised its outlook, highlighting the strength
(Update with economist's comment in the third and sixth paragraphs.) Canada's manufacturing secto
Fewer leaders are finding reportable business value from their AI use than they did earlier this year, according to Accenture data.
Does Valero Energy (VLO) have what it takes to be a top stock pick for momentum investors? Let's find out.
Apple may soon need to make up its mind about spending on AI. It resisted developing its own AI models, relying instead on OpenAI to fuel its AI strategy under a 2024 deal. Earlier this year, it abandoned OpenAI in favor of Google’s Gemini, which is set to power a revamped AI-infused version of its Siri digital assistant.
Anthropic has signed a $10 billion, six-year deal for computing capacity with Volta Infra Holdings, a cloud infrastructure startup backed by Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), according to media reports citing people familiar with the matter, as the Claude maker moves to secure additional...
Autodesk currently trades at $246.30 per share and has shown little upside over the past six months, posting a small loss of 2.6%. The stock also fell short of the S&P 500’s 7.1% gain during that period.
Wayfair’s free cash flow came in at $301 million, compared to $230 million last year, which the company claims was its strongest since 2020.
EME's record backlog, AI infrastructure demand and acquisitions are strengthening growth, as it lifts its 2026 revenue and earnings outlook.
CoreWeave stock rose after the artificial intelligence data center builder said it will expand in Asia-Pacific markets.
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