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Criteo cut its full-year guidance, now expecting contribution ex-TAC to decline instead of slight growth. Read why I'm downgrading CRTO stock to a Hold rating.
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The Impax US Sustainable Economy Fund underperformed in Q1 2026 due to its exclusion of the surging Energy sector. Read the full analysis for more details.
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Nvidia remains a core holding, with robust revenue and earnings quality. But read why I refrain from further accumulation ahead of NVDA stock's earnings.
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Baupost Group's Q1 2026 13F portfolio decreased to ~$5.12B. Check out the stake increases, decreases, and major disposals of the portfolio here.
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Guggenheim Ultra Short Duration Fund returned 0.79% in Q1 2026 as carry drove absolute performance. Read the full analysis for more details.
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2026-05-17. The following slide deck was published by Digital Core REIT in conjunction with this event.
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2026-05-17. The following slide deck was published by Alfresa Holdings Corporation in conjunction with their 2026 Q4 earnings call.
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Janus Henderson's Global Technology and Innovation Fund fell 7.02% in Q1 2026 as AI-related disruption hit software stocks. Read the full analysis for more.
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Massif Capital reports a 16% return in Q1 2026, highlighting a strategic focus on geography-driven commodity pricing. Read the full analysis for more details.
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Nvidia is set report crucial FQ1'27 earnings after the close on May 20 with the market forecasting 80% sales growth with ex-China sales growing at 105%.
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