We added several new, small long positions during the quarter, such as Comcast, Fortune Brands Innovations, Primo Brands, ...

The Greenlight Capital funds returned -4.3% in Q2 2026 and 1.9% YTD, each net of fees and expenses. Read more here.

Lumentum Holdings (LITE) is a high-growth, AI infrastructure-exposed business with rapidly increasing free cash flow and ...

Broadcom CEO on OpenAI’s $50B revenue run rate, losses and AI-chip financing ties—what it means for sustainable AI demand and ...

Johnson Controls earns a Buy rating, with operationally-driven EPS growth and effective cost discipline underpinning its ...

McKesson stock is up 170% since 2022. Learn what’s driving growth, how recent M&A reshapes its portfolio, and if valuation ...

Asian equity markets traded following a mixed sentiment on Wall Street  Tech led the declines, while energy, communication ...

Q4 FY26 record results, AI chip demand, and margin upside drive a Buy case. Read here for a detailed investment analysis.

Character Technologies has voluntarily filed for Chapter 11 bankruptcy protection in the U.S. Bankruptcy Court for the ...

SGOV is a Buy for cash needed within 12 months, while TLT is a Hold—see key CPI/Fed catalysts, yields, and rate-risk outlook.

Palomar stock stays a "Buy" as earthquake insurance demand grows and AI boosts efficiency. Here's what investors need to know ...

Gloo Holdings (GLOO) rated Hold at fair value: raised FY2026 revenue guide to $200M but cash burn risks dilution. See here ...