Riverwater Partners, an investment management company, released its "Micro Opportunities Strategy" Q2 2026 investor letter. A copy of the letter is available to download here In Q2 2026, the Micro Opportunities strategy underperformed the Russell Microcap Index, des
Quick Read - Jensen Huang projects NVDA's semiconductor industry must grow 10x to serve 100 billion AI agents replacing today's roughly 1 billion human computing endpoints. - Nvidia's $500B SK Group partnership targets HBM memory roadmaps and AI supercomputers, while a $1B Naver...</stron
In its Q2 2026 investor letter, Riverwater Micro Opportunities Strategy highlighted Uranium Royalty Corp. (NASDAQ:UROY). Uranium Royalty Corp. (NASDAQ:UROY), a pure-play uranium royalty company, weighed on fund performance in the quarter without fundamental news On
July 14 was one of the most concentrated single-day events of Wall Street's Q2 2026 earnings season, with all five of America's largest banks reporting results on the same morning, alongside the June CPI report and Federal Reserve Chair Kevin Warsh's inaugural Congressional...</p
Despite a challenging macroeconomic backdrop, airline stocks have performed well over the past year. This is especially true for Delta Air Lines (NYSE: DAL) Shares in the legacy carrier have soared by nearly 50% in the past 12 months, trouncing the performance of ev
Young investors report high interest in sustainable investing, yet global ESG funds suffered massive withdrawals last year. Global ESG funds recorded $84bn in outflows during 2025, despite strong verbal support for sustainable investing among younger generations. A Morgan
In its Q2 2026 investor letter, Riverwater Micro Opportunities Strategy highlighted Iradimed Corporation (NASDAQ:IRMD). Iradimed Corporation (NASDAQ:IRMD) is a medical device company focusing on developing MRI-compatible intravenous infusion pump systems and patient monito
Microsoft, Meta, Apple, and Amazon reports will reveal capital expenditure trends amid investor concerns over AI-driven cash flow pressures. Tech stocks edged higher Monday as investors awaited earnings from Microsoft, Meta Platforms, Apple, and Amazon this week. The resul
The fund trailed the S&P 500 by 11.46 percentage points in the first half of 2026 while adjusting holdings in homebuilding stocks. The GoodHaven Fund declined 0.15% in the first half of 2026, significantly underperforming the S&P 500, which rose 11.31% over the same period
Major indices climb on lower crude prices and reduced Middle East tensions, easing inflation concerns and boosting market sentiment. US stock indices opened sharply higher, led by the Dow Jones Industrial Average, which rose 1.23%. The NASDAQ gained 0.95%, or 242 points, w
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