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1 Semiconductor Stock Worth Investigating and 2 We Avoid
StockStory39d agoneutral
1 Semiconductor Stock Worth Investigating and 2 We Avoid

Semiconductors are the core infrastructure powering the Information Age. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 53.6% and beaten the S&P 500 by 39.7 percentage points.

Stop waiting for a dip — Fundstrat’s Mark Newton on stocks to buy now
TheStreet39d agobullish
Stop waiting for a dip — Fundstrat’s Mark Newton on stocks to buy now

Transcript: CAROLINE WOODS:Let's kick off the week with some technical perspective. Mark Newton is global head of technical strategy at Fundstrat and joins us now. Mark, great to have you at the desk. Thanks so much for being here. MARK NEWTON:Great to be here. CAROLINE WOODS:All right. So stocks ...

Guardant Health (GH) Surges on FDA Approval and Cancer Screening Momentum
Insider Monkey39d agobullish
Guardant Health (GH) Surges on FDA Approval and Cancer Screening Momentum

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

Why Investors Are Moving On From Synopsys (SNPS)
Insider Monkey39d agoneutral
Why Investors Are Moving On From Synopsys (SNPS)

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

Boston Scientific (BSX) Faces Growth Concerns in Key Medical Device Franchises
Insider Monkey39d agoneutral
Boston Scientific (BSX) Faces Growth Concerns in Key Medical Device Franchises

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

Why Investors Sold Amphenol (APH) Despite Its Strong Business Fundamentals
Insider Monkey39d agoneutral
Why Investors Sold Amphenol (APH) Despite Its Strong Business Fundamentals

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

Why Exxon Mobil (XOM) Is Expanding Beyond Traditional Oil and Gas
Insider Monkey39d agoneutral
Why Exxon Mobil (XOM) Is Expanding Beyond Traditional Oil and Gas

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

Advanced Micro Devices (AMD) Is Positioned for the Next Wave of AI Demand
Insider Monkey39d agoneutral
Advanced Micro Devices (AMD) Is Positioned for the Next Wave of AI Demand

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

Can Intercontinental Exchange (ICE) Defend Its Data Moat?
Insider Monkey39d agoneutral
Can Intercontinental Exchange (ICE) Defend Its Data Moat?

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

1 Industrials Stock for Long-Term Investors and 2 We Ignore
StockStory40d agoneutral
1 Industrials Stock for Long-Term Investors and 2 We Ignore

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 2.7% has fallen short of the S&P 500’s 13.9% rise.