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25,548 signal articles · 33 in last 24h · 122,425 total before filter · latest 21m ago
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Why UnitedHealth Group (UNH) Is Back on Investors’ Radar
Insider Monkey20d agoneutral
Why UnitedHealth Group (UNH) Is Back on Investors’ Radar

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]

Datadog (DDOG) Grows Revenue by Over 30% as AI Demand Accelerates
Insider Monkey20d agoneutral
Datadog (DDOG) Grows Revenue by Over 30% as AI Demand Accelerates

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]

Oracle (ORCL) Has the AI Demand. Can It Fund the Infrastructure?
Insider Monkey20d agoneutral
Oracle (ORCL) Has the AI Demand. Can It Fund the Infrastructure?

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]

Why MercadoLibre (MELI) Is Spending Big to Defend Its Latin American Moat
Insider Monkey20d agoneutral
Why MercadoLibre (MELI) Is Spending Big to Defend Its Latin American Moat

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]

Investing.com20d agoneutral
Starlink, AI Capex, rockets: deep dive into SpaceX’s first ever public report

SPCX shares are trading roughly 18% below the $135 IPO price and more than 50% off the post-IPO peak of $225.64. Investors bracing for the print will find no formal guidance from management to anchor expectations — SpaceX has not issued official Q2 guidance, leaving the market unusually dependent on analyst models.