Blog
This New $125 Million Position Signals Confidence in One Cash-Rich Mining Stock Up 150% in a Year
On May 14, 2026, L1 Capital Pty disclosed a new position in Centerra Gold (NYSE:CGAU), acquiring 7,051,683 shares in a transaction estimated at $125.39 million based on quarterly average pricing.
Should You Buy Micron Stock Before June 24?
As Micron Technology (NASDAQ: MU) gears up to report fiscal third-quarter results on June 24, some investors are wondering whether it makes sense to buy shares ahead of the announcement. The chip
A New $21 Million Position Signals Confidence in This Post-IPO Drug Developer
On May 15, 2026, HarbourVest Partners disclosed a new position in Generate Biomedicines (NASDAQ:GENB), acquiring 1,722,210 shares in the first quarter. The estimated transaction value is $21.03
Software Was the Market's Big Laggard This Year. Snowflake's Blowout Might Be the Spark That Changes That.
Software stocks have had a brutal first five months of 2026, with many of them falling sharply even as the S&P 500 has risen. Snowflake (NYSE: SNOW), despite management describing its artificial
I'm Thinking About Pulling the Trigger on This Producer of a Mineral Deemed "Critical" to the U.S.
For decades, the world was heavily reliant on China for rare-earth elements and other critical materials that U.S. companies need, meaning China could control output and pricing to suit its aims.
How Today's Higher Gas Prices Could Lead to a Larger 2027 Social Security Cost-of-Living Adjustment (COLA)
Heading to the gas station has gotten a lot more painful over the last few months, with the current national average sitting at $4.459 per gallon, up from $3.174 a year ago, according to the
This $5.5 Million Exit Raises Questions After Wave Life Sciences' Rough First Quarter
On May 15, 2026, Exome Asset Management reported selling out of Wave Life Sciences (NASDAQ:WVE), liquidating 421,488 shares in an estimated $5.49 million trade based on quarterly average pricing.
Is Archer Stock a Millionaire Maker?
Millionaire-making stocks don't always look obvious from the start. Unfortunately, by the time the business gets proven, the stock's biggest gains are usually behind it. That's the trade-off with
Grid Modernization and Electrification Power Quanta's Backlog of Nearly $50 Billion
Quanta Services (NYSE: PWR) finds itself in a sweet spot, as it's positioned to benefit from the infrastructure build-out needed to power artificial intelligence (AI) and modernize the electric
A $3 Million Insurance Bet: What This Fund Might Be Seeing in Ryan Specialty Stock
Guardian Point Capital increased its stake in Ryan Specialty Holdings (NYSE:RYAN) by 75,000 shares in the first quarter, an estimated $3.20 million trade based on quarterly average pricing
Why Zscaler Stock Plummeted This Week
Zscaler (NASDAQ: ZS) stock crashed this week after the company published results for the third quarter of its 2026 fiscal year -- which ended April 30. The cybersecurity specialist's share price
Why a Fintech-Focused Fund Just Added $44 Million of MercadoLibre Stock
On May 15, 2026, Ribbit Management Company disclosed a first-quarter buy of 22,725 MercadoLibre (NASDAQ:MELI) shares, an estimated $43.84 million trade based on quarterly average pricing.
According
United Rentals: The Industrial Stock Workhorse I'd Happily Hold Through Any Market Crash
In an environment filled with artificial intelligence (AI) enthusiasm and palpable fear of missing out (FOMO), it pays to remember that some of the most basic business models can reward investors,
This Is the First Energy Stock I Plan to Buy in June (Hint: It's Not ExxonMobil)
I'm a big fan of oil giant ExxonMobil (NYSE: XOM). I'm impressed by the oil giant's industry-leading performance over the past several years. Exxon has arguably built the best oil company in the
Why a Fund Made a $17 Million Bet on MercadoLibre Despite a 35% Stock Drop
On May 15, 2026, Moneda S.A. Administradora General de Fondos disclosed a buy of 8,653 MercadoLibre (NASDAQ:MELI) shares, an estimated $16.69 million trade based on quarterly average pricing.
Down 31%, Is It Finally Time to Buy Nu Stock?
Nu Holdings (NYSE: NU) is a Brazil-based online bank that's disrupting finance in Latin America. The former Warren Buffett stock trades down about 31% from its high early in 2026 despite phenomenal
This Chinese Education Company Generated $1.4 Billion in Revenue. Why Did a Fund Sell 826,670 Shares?
On May 15, 2026, Cederberg Capital disclosed in an SEC filing that it sold 826,670 shares of New Oriental Education (NYSE:EDU) last quarter.
According to a recent SEC filing, Cederberg Capital Ltd
Why a Fund Dumped a $24 Million China Education Stock While Keeping a Big Position in TAL
Tiger Pacific Capital sold out its stake in New Oriental Education (NYSE:EDU), according to a May 15, 2026, SEC filing, with the estimated transaction value at about $24.48 million based on
Berkshire Hathaway Has 28% of Its Portfolio in These 3 Warren Buffett-Approved AI Stocks
Warren Buffett has never been a big technology stock investor. He stuck to companies he understood, and that served him and Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) investors well during his
Why Poet Technologies Stock Plummeted This Week
Poet Technologies (NASDAQ: POET) stock got hit with a significant pullback in this week's trading. The company's share price fell 17.1% across the stretch. The S&P 500 gained 1.8% over the same
Why a Fund Walked Away From This $20 Million China Logistics Bet After a 24% Stock Drop
On May 15, 2026, Cederberg Capital disclosed in an SEC filing that it sold out of Full Truck Alliance (NYSE:YMM) last quarter.
According to a Securities and Exchange Commission (SEC) filing dated
What to Know About This Fund's $194 Million Exit From a China Logistics Stock
On May 15, 2026, Kontiki Capital Management (HK) Ltd. disclosed it sold out its entire stake in Full Truck Alliance (NYSE:YMM), an estimated $193.84 million trade based on average quarterly pricing.
The S&P 500's Dividend Yield Hasn't Been This Low Since the 1800s. That Makes This Top Dividend ETF Even More Enticing.
Companies have de-emphasized dividend payments over the years, opting to retain more cash to reinvest in their businesses and repurchase shares. Combine that with rising stock prices, and the S&P
This Is My Best Artificial Intelligence (AI) Stock to Buy in June (Hint: It's Not Micron Technology)
Micron Technology (NASDAQ: MU) stock has delivered outstanding gains to investors so far in 2026, with shares of the memory specialist rising by 208% as of this writing, and the good part is that
Why This $3 Million Plains GP Holdings Buy Could Signal Confidence in a $2.9 Billion Outlook
On May 15, 2026, Energy Income Partners disclosed a first-quarter buy of 120,765 shares of Plains GP Holdings (NASDAQ:PAGP), an estimated $2.64 million trade based on quarterly average pricing.


