Affiliated Managers Group reports Q2 2026 economic EPS of $8.29 as alternatives now drive over 60% of earnings. Affiliated Managers Group (AMG) announced record assets under management of $942 billion for Q2 2026, up from prior levels. The firm reported economic earnings p
Quick Read - Apple (AAPL) posted its eighth straight EPS beat while Amazon (AMZN) AWS grew 28%, its fastest pace in 15 quarters. - Apple returns cash via a $100B buyback and dividend while Amazon pours ~$200B into AI infrastructure with free cash flow down 95%. - Amazon carries...</strong
Vulcan Value Partners exited its CarMax position after shares rose to $59.11, reflecting an $8.39 billion market cap. CarMax (KMX) closed at $59.11 on July 29, 2026, delivering a 15.95% one-month return and a market capitalization of $8.39 billion. The used vehicle retaile
Quick Read - Amazon trades 13% below its 52-week high while AWS just posted 28% growth at its best operating margin in 15 quarters. - AMZN's consensus target of $314 implies 27% upside, with 62 of 66 analysts rating it Buy despite shares badly lagging 74% earnings growth. -...</p
Emcor Group (EME) reported record second-quarter results that easily topped Wall Street expectations and sharply raised its full-year outlook, sending the engineering and construction company's shares up about 20% as trading began Thursday. Second-quarter revenue rose 19.8
Michael Burry highlights a negative correlation between Big Tech AI capex and stock performance, with Apple as the sole exception. Michael Burry suggested that heavy AI-related capital expenditures by Big Tech firms are dragging down the S&P 500. Charts shared in his post
Ebro Foods has confirmed the acquisition of a pasta plant in the US. The Spain-based food group, so far unwilling to comment on reports it had bought the site, this week disclosed the transaction alongside the publication of its second-quarter results. "On 1 July, the grou
Shares of Steven Madden (SHOO) rose about 4.6% in early trading on Thursday after the footwear and accessories maker reported second-quarter results that beat Wall Street expectations and raised its fiscal 2026 outlook. The company reported adjusted earnings of 44
Vulcan Value Partners adds ServiceNow to its All-Cap strategy, citing its dominant position in enterprise workflow automation. ServiceNow (NOW) closed at $115.76 per share on July 29, 2026, reflecting a market capitalization of $119.7 billion. The stock posted a one-month
La Mancha Resource Capital, which manages the La Mancha Resource Fund, has announced that the fund plans to purchase a shareholding of approximately 19.9% in Miata Metals. The investment will be made through a strategic private placement of around 31 million Miata Metals'
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