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Investors’ Concerns Hurt Insmed Incorporated (INSM) Despite Better-Than-Expected Results
Insider Monkey18d agoneutral
Investors’ Concerns Hurt Insmed Incorporated (INSM) Despite Better-Than-Expected Results

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index returning 15.2%. A ceasefire between the United States and Iran and accelerated investment in artificial […]

GFL Environmental (GFL) Slid Following the Deal Reveal
Insider Monkey18d agoneutral
GFL Environmental (GFL) Slid Following the Deal Reveal

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index returning 15.2%. A ceasefire between the United States and Iran and accelerated investment in artificial […]

Longer-Term Opportunity Overshadows Karman Holdings’ (KRMN) Near-Term Concerns
Insider Monkey18d agoneutral
Longer-Term Opportunity Overshadows Karman Holdings’ (KRMN) Near-Term Concerns

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index returning 15.2%. A ceasefire between the United States and Iran and accelerated investment in artificial […]

Is Passive Investing Sabotaging Fund Managers?
The Wall Street Journal18d agoneutral
Is Passive Investing Sabotaging Fund Managers?

Mutual-fund managers can’t catch a break, and maybe they never will. Hedge-fund manager David Einhorn  caused a stir two years ago when he called markets “fundamentally broken.” Money regularly comes out of paychecks and pours into index funds tracking the S&P 500, buying stocks with no regard to value—only their weighting.

2 Services Stocks Worth Your Attention and 1 Facing Challenges
StockStory18d agoneutral
2 Services Stocks Worth Your Attention and 1 Facing Challenges

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Still, investors are uneasy as firms face challenges from AI-driven disruptors and tightening corporate budgets. These doubts have certainly contributed to services stocks’ recent underperformance - over the past six months, the industry’s 8% gain has fallen behind the S&P 500’s 10.8% rise.

US Stock Market Today: S&P 500 Futures Drop As Yields Ease And Housing Cools
Simply Wall St.18d agobearish
US Stock Market Today: S&P 500 Futures Drop As Yields Ease And Housing Cools

The Morning Bull - US Market Morning Update Monday, Jul, 20 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down around 1%, as investors weigh falling bond yields against a cooling housing backdrop. The US 10 year Treasury yield has slipped to about 4.5% after softer inflation readings. In plain terms, this means borrowing costs in financial markets are easing a little even as the debate over the Federal Reserve's next move continues. At the same time,...

SOXX Enters Bear Market: Why Ed Yardeni Says Semiconductor Stocks Could Fall Another 12%
Benzinga18d agobearish
SOXX Enters Bear Market: Why Ed Yardeni Says Semiconductor Stocks Could Fall Another 12%

The broader stock market remains seemingly calm, but a brutal 20% semiconductor plunge has veteran strategist Ed Yardeni warning that high-flying tech equities have even further to fall. While the S&P 500 is hovering securely around the 7,500 level—just 2.0% below its June 2 all-time high—momentum tech stocks are in freefall. Tech Wreck Beneath the Surface “The surface stayed calm while the engine broke,” Yardeni noted, highlighting the stark divergence between the broader market and the tech se