West Grove Re aims to expand Talcott’s capacity for US annuities and scalable reinsurance solutions with Goldman Sachs as strategic partner. Talcott Financial Group and Goldman Sachs Asset & Wealth Management have launched West Grove Re, a Bermuda-domiciled reinsurance sid
In its Q2 2026 investor letter, Conestoga Capital Advisors highlighted AAON, Inc. (NASDAQ:AAON) as a material contributor. AAON, Inc. (NASDAQ:AAON) designs and manufactures high-efficiency air conditioning and heating equipment On August 4, 2026, AAON, Inc. (NASDAQ:
In its Q2 2026 investor letter, Conestoga Capital Advisors highlighted Perimeter Solutions, Inc. (NYSE:PRM) as a newly added position in the small cap composite. Perimeter Solutions, Inc. (NYSE:PRM) is a leading manufacturer of firefighting products, electronic components,
Analysts forecast COP to post $2.92 EPS for Q2 2026, more than doubling year-over-year results amid higher revenue expectations. ConocoPhillips (COP) will release its Q2 2026 earnings on August 6 before the market opens. Wall Street expects the company to report earnings p
Needham lifts Bitdeer’s target citing a 16-year colocation pact with $4.7 billion in contracted revenue and 94% upside potential. Needham increased Bitdeer Technologies’ (NASDAQ: BTDR) price target to $22 from $19 after the company secured a 121 IT MW lease at its Tydal ca
Investors punished SpaceX for surging capex, overshadowing record revenue and AI growth in the quarter. SpaceX reported Q2 revenue of $7.8 billion, up 92% year-over-year and nearly $1 billion above estimates. AI cloud services revenue surged 213% sequentially to $2.6 billi
Conestoga Capital highlights MTDR as a top holding in Q2 2026, citing disciplined capital allocation and market leadership shifts. Conestoga Capital Advisors named Matador Resources Co. (MTDR) a key holding in its Q2 2026 investor letter, emphasizing the company’s discipli
Andre J. Hawaux increases TSCO holdings by 21% via revocable trust amid prolonged stock decline. Tractor Supply Company (NASDAQ:TSCO) director Andre J. Hawaux purchased 3,150 shares at $31.83 on August 3, 2026, increasing his total beneficial ownership to 18,435 shares. Th
Tim Cook said Apple will pay more for memory in the September quarter amid surging DRAM prices driven by AI demand. Apple CEO Tim Cook indicated the company will face higher memory costs in the September-ending quarter, citing a "hundred-year flood" in pricing. He expects
The ORLEN Group has acquired a 216MW hybrid renewable energy project in the municipality of Kazimierz Biskupi in the Greater Poland region. The project will combine an 180MW solar photovoltaic (PV) farm and a 36MW wind farm, and has an expected annual electricity output of
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