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Bitcoin Climbs Above $85,000 After ETF Inflows, Strategy Purchases
The Wall Street Journal4d agobullish
Bitcoin Climbs Above $85,000 After ETF Inflows, Strategy Purchases

Bitcoin surged above $85,000 on Monday for the first time since January. The largest cryptocurrency recently traded around $86,000, up 6% from its 4 p.m. ET level on Friday. Crypto-linked stocks, including Coinbase Global and Strategy, also moved higher Monday morning in tandem with bitcoin.

Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells
Insider Monkey4d agobullish
Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]

Investing.com4d agobullish
Roblox shares rise as JPMorgan notes surge in weekend platform engagement

Investing.com -- Roblox Corp (NYSE:RBLX) shares advanced 5.2% in early Monday trading following fresh weekly engagement data from JPMorgan that highlighted a sharp weekend spike in platform usage. The uptick came as JPMorgan analyst Cory Carpenter reiterated a Neutral rating and $40.00 price target on the online gaming platform, citing encouraging progress in discovery algorithm performance despite broader seasonal pressure. Peak concurrent users across the entire platform reached 28.7 million o

Is MARA Stock A Buy Today, Before Any AI Leases Are Signed?
Trefis4d agobullish
Is MARA Stock A Buy Today, Before Any AI Leases Are Signed?

The hopeful view of MARA (MARA) is that it is becoming a power and data center business, not only a Bitcoin miner. Management expects its power portfolio to reach about 4.8 gigawatts once pending deals close, more than double today's capacity. For that to pay off, the deals must close and turn into AI leases, and MARA's Bitcoin must carry it until then. The Long Ridge power deal looks close to a decision. The Bitcoin cushion is holding, but much of it is now pledged against loans.

Quest Diagnostics Sees Growth Outpace Targets as Consumer Testing Surges
MarketBeat4d agobullish
Quest Diagnostics Sees Growth Outpace Targets as Consumer Testing Surges

Quest Diagnostics (NYSE:DGX) CEO and President Jim Davis said the diagnostic testing company is exceeding the growth framework it outlined at its prior investor day, driven largely by organic growth, consumer-health demand and partnerships rather than a heavier-than-expected pace of acquisitions. D

Applied Optoelectronics (AAOI): Hyperscaler Capex Surge Fuels Unprecedented Demand for Optical Infrastructure
Insider Monkey4d agobullish
Applied Optoelectronics (AAOI): Hyperscaler Capex Surge Fuels Unprecedented Demand for Optical Infrastructure

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]

Molina Healthcare (MOH) Jumped 70.7% in Q2: Why the Stock Rally Was Enough to Sell
Insider Monkey4d agobullish
Molina Healthcare (MOH) Jumped 70.7% in Q2: Why the Stock Rally Was Enough to Sell

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

Centene Corp. (CNC) Soared 98.8% in Q2: What Drove the Massive Gain?
Insider Monkey4d agobullish
Centene Corp. (CNC) Soared 98.8% in Q2: What Drove the Massive Gain?

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]