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How Internal AI Efficiency Unlocks Guidewire Software’s (GWRE) Profitability?
Insider Monkey16h agoneutral
How Internal AI Efficiency Unlocks Guidewire Software’s (GWRE) Profitability?

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

Tech just got cheaper - what it means for the bull market
Yahoo Finance Video16h agoneutralVIDEO
Tech just got cheaper - what it means for the bull market

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market’s latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into the end of the year.

The Dow Is Down. The AI Rotation Shows Signs of Life.
Barrons.com17h agoneutral
The Dow Is Down. The AI Rotation Shows Signs of Life.

The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level.

Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market
Insider Monkey17h agoneutral
Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company
Barrons.com17h agoneutral
Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote.

Baron Opportunity Fund Trimmed Datadog (DDOG) After Rally
Insider Monkey17h agobullish
Baron Opportunity Fund Trimmed Datadog (DDOG) After Rally

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

Here’s Why Baron Opportunity Fund Sold CoStar Group (CSGP)
Insider Monkey17h agoneutral
Here’s Why Baron Opportunity Fund Sold CoStar Group (CSGP)

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

Micron Technology’s (MU) Competitive Edge in a Rapidly Evolving Industry
Insider Monkey17h agoneutral
Micron Technology’s (MU) Competitive Edge in a Rapidly Evolving Industry

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

Space Exploration Technologies Corp (SPCX) Leads Fund’s Performance Following Historic Initial Public Offering
Insider Monkey17h agoneutral
Space Exploration Technologies Corp (SPCX) Leads Fund’s Performance Following Historic Initial Public Offering

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

3 Reasons KMX is Risky and 1 Stock to Buy Instead
StockStory19h agobullish
3 Reasons KMX is Risky and 1 Stock to Buy Instead

CarMax’s 28.4% return over the past six months has outpaced the S&P 500 by 17.4%, and its stock price has climbed to $58.87 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.