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JPMorgan's Dimon says AI will 'cure cancers' but remains cautious on stock valuations, warning against buying at current prices. Article highlights AI infrastructure plays like Nvidia as compelling d…
Fred Alger's Q2 2026 letter highlights S&P 500's 15.2% rally on Iran ceasefire and AI optimism, though Fed turned hawkish. Focus is on small-cap fund performance and holding GeneDx (WGS), not major i…
Alger's Q2 2026 letter notes S&P 500 surged 15.2% amid US-Iran ceasefire and AI optimism; highlights Forte Biosciences (FBRX) as a fund detractor despite promising FB102 autoimmune drug data.
Investor letter discusses Q2 2026 market rally and highlights Artivion (AORT), a medical device maker not in tracked symbols; broader S&P 500 macro commentary included but stock-specific relevance li…
Fred Alger's Mid Cap Focus Fund Q2 2026 letter notes S&P 500 up 15.2% on AI optimism and Iran ceasefire; Insmed (INSM) was a top detractor despite decent results.
NVIDIA remains a top AI investment with strong data center demand and bullish earnings projections ahead of its Q4 report next week, highlighting substantial growth potential and positioning for futu…
Nvidia stock rose 1.9% premarket amid strong chip sector gains and positive supplier earnings, ahead of Big Tech earnings and the Fed rate decision, signaling investor optimism around AI-driven growt…
Amazon shows potential for 2026 with solid cloud growth and new AI initiatives, while Meta and Nvidia remain strong players. The market outlook is cautious amid stretched valuations and anticipated s…