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21,233 signal articles · 473 in last 24h · 104,174 total before filter · latest 1h ago
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Allegro Microsystems (ALGM) Advanced from Sharp Demand Growth
Insider Monkey9d agoneutral
Allegro Microsystems (ALGM) Advanced from Sharp Demand Growth

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

PTC (PTC): A Mispriced Opportunity?
Insider Monkey9d agoneutral
PTC (PTC): A Mispriced Opportunity?

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

Inflated AI Risk Hurt Autodesk (ADSK)
Insider Monkey9d agoneutral
Inflated AI Risk Hurt Autodesk (ADSK)

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

Excessive Extrapolation Pressured Globant S.A. (GLOB)
Insider Monkey9d agoneutral
Excessive Extrapolation Pressured Globant S.A. (GLOB)

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

Compelling Reasons to Add ATS Corporation (ATS)
Insider Monkey9d agoneutral
Compelling Reasons to Add ATS Corporation (ATS)

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

Data Centre Cooling Demand Boosted AAON (AAON)
Insider Monkey9d agoneutral
Data Centre Cooling Demand Boosted AAON (AAON)

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]

Everus Construction Group (ECG) Strengthens from Long-Term Infrastructure Demand
Insider Monkey9d agoneutral
Everus Construction Group (ECG) Strengthens from Long-Term Infrastructure Demand

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]

Procore Technologies (PCOR) Slid Amid AI Disruption Concerns
Insider Monkey9d agoneutral
Procore Technologies (PCOR) Slid Amid AI Disruption Concerns

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]

JFrog Ltd. (FROG) Overcomes AI Challenges and Gains Momentum
Insider Monkey9d agoneutral
JFrog Ltd. (FROG) Overcomes AI Challenges and Gains Momentum

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]

Here’s Why Ollie’s Bargain Outlet Holdings (OLLI) Traded Lower in Q2
Insider Monkey9d agoneutral
Here’s Why Ollie’s Bargain Outlet Holdings (OLLI) Traded Lower in Q2

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]

Short-Seller Concerns Hurt Ensign Group (ENSG) in Q2
Insider Monkey9d agobearish
Short-Seller Concerns Hurt Ensign Group (ENSG) in Q2

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]

Bloomberg9d agoneutral
Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors

(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall

Michael Saylor's Strategy Gears Up to Report Q2 Earnings—Will Bitcoin's Persistent Declines Weigh on Results?
Benzinga9d agoneutral
Michael Saylor's Strategy Gears Up to Report Q2 Earnings—Will Bitcoin's Persistent Declines Weigh on Results?

Strategy Inc. (NASDAQ:MSTR) will report its second-quarter earnings after the market close on Thursday. Here’s a quick overview of what’s going on with the company and its stock. Strategy To Report Loss Again? Analysts estimate the Bitcoin (CRYPTO: BTC) holding giant to report a loss of $2.19 per share, according to data from TradingView and FactSet. The company is expected to announce quarterly revenue of $121.88 million, reflecting an increase of 6.40% from the same quarter last year. The MSTR

Strategy (MSTR) Joins BlackRock And Coinbase In Bitcoin Security Consortium
Simply Wall St.11d agoneutral
Strategy (MSTR) Joins BlackRock And Coinbase In Bitcoin Security Consortium

Strategy (NasdaqGS:MSTR) has joined BlackRock, Coinbase, and other industry players to form the Bitcoin Security Consortium. The consortium is focused on strengthening Bitcoin against potential quantum computing threats. Members have committed a combined US$15 million to support research and development of quantum resistant security measures. For investors following Strategy, the move into the Bitcoin Security Consortium highlights how closely the company is tying its profile to Bitcoin and...

After MicroStrategy, another crypto company sells Bitcoin
TheStreet12d agobearish
After MicroStrategy, another crypto company sells Bitcoin

The ongoing crypto winter has forced Michael Saylor's Strategy (Nasdaq: MSTR), formerly MicroStrategy, to sell Bitcoin (BTC) twice this year. 32 Bitcoin for around $2.5 million during May 26-313,588 BTC for $216 million during June 29-July 5 The company has sold Bitcoin for the first time after ...