In its Q2 2026 investor letter, the Spyglass Growth Strategy highlighted Procore Technologies, Inc. (NYSE:PCOR), a technology company that detracted from the performance during the quarter. Procore Technologies, Inc. (NYSE:PCOR) provides a cloud-based construction manageme
Situational Awareness fund liquidated leveraged semiconductor bets after margin calls erased $35 billion in assets. A hedge fund focused on AI stocks saw its assets plummet from $45 billion to $10 billion within days. The fund, run by former OpenAI researcher Leopold Asche
Micron Technology and Sandisk have benefited significantly from the memory chip boom over the past year, as the demand for the dynamic random-access memory (DRAM) and NAND flash storage chips they manufacture has significantly exceeded supply. Of course, investors have bee
From the perspective of an objective investor, it's impossible to have any complaints about the stock market. Look at the S&P 500 index (SNPINDEX: ^GSPC) It generated total returns of 26%, 25%, and 18%, respectively, in 2023, 2024, and 2025. And as of July 29, its t
Investor letter cites regulatory rollout as a drag on Roblox Corporation performance in the second quarter of 2026. Roblox Corporation (RBLX) faced headwinds in Q2 2026 due to the implementation of age verification measures, according to an investor letter. The rollout dis
Luckin Coffee (LKNCY) is scheduled to announce Q2 earnings results on Saturday, August 3rd, before market open. - The consensus EPS Estimate is $0.58 (-9.4% Y/Y) and the consensus Revenue Estimate is $2.27B (+31.7% Y/Y). - Over the last 2 years, LKNCY
Chevron has reported net income of $12.1bn for the second quarter of 2026 (Q2 2026), a 384% increase from $2.5bn in the same period of 2025. Adjusted earnings for the quarter were $12bn, compared to $3.1bn in Q2 2025, a 287% increase Total revenue for the quarter re
The contract marks Rocket Lab’s largest to date but failed to sustain gains amid broader tech sector pressure and balance sheet concerns. Rocket Lab (RKLB) announced a $266 million multi-launch contract with the U.S. Space Force, its largest in history, covering 12 suborbi
In its Q2 2026 investor letter, Spyglass Growth Strategy highlighted NCino, Inc. (NASDAQ:NCNO). NCino, Inc. (NASDAQ:NCNO) is a software-as-a-service company that provides software solutions to financial institutions On July 30, 2026, NCino, Inc. (NASDAQ:NCNO) closed
Unexpected things happen in the stock market all the time. For instance, there's one popular exchange-traded fund (ETF) that generated a total return of 53% in the five-year period from the start of 2021 to the end of 2025 This year, it's put on an incredible perfor
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