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Sands Capital's Q2 2026 letter highlights a 26.9% fund return driven by AI infrastructure and semiconductor gains, with Samsara (IOT) seen as undervalued despite strong growth, though not applicable …
Berkshire Hathaway's Q2 2026 earnings rose to $12.98B as new CEO Greg Abel ramped up buybacks and net stock purchases, ending a 14-quarter selling streak. Alphabet entered Berkshire's top five holdin…
Junior gold miner reported Q2 2026 production up 210% QoQ to 2,133 oz, $8.2M sales, but high AISC costs ($1,886-$2,549/oz) and no forward guidance temper enthusiasm despite strong cash position and e…
DHT Holdings announced Q2 2026 results, but the full report was only in an attachment. No specific financial figures were included in this press release itself.
Third Point's Q2 2026 letter highlights strong semiconductor/memory sector gains offset by a June AI infrastructure sell-off seen as disconnected from fundamentals. The firm also flags Block, Inc. (X…
Ariel Investments' Appreciation Fund gained 13.71% in Q2 2026, driven by tech, power infrastructure, and entertainment holdings. Generac Holdings surged on strong C&I demand and data center exposure,…
Woodside Energy posted 28% revenue growth in Q2 2026 to $4.18bn, driven by higher realized oil prices, despite an 18% production drop. Key projects like Scarborough remain on track, supporting strong…
Kinross Gold reported strong Q2 2026 results with 492,000 gold equivalent ounces produced and $727 million free cash flow, reaffirming 2026 guidance. Company advanced Lobo-Marte and Great Bear growth…
Caledonia Mining reported Q2 2026 gold production of 17,360 oz from Blanket Mine, up 18% QoQ but below Q2 2025's record levels. Company reaffirmed full-year guidance of 72,000-76,500 oz, citing impro…
Alphabet and other Big Tech firms prepare to report earnings amid strong AI-driven investments and solid sector-wide profits, sustaining market optimism despite expected profit growth moderation in Q…