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30,604 signal articles · 132 in last 24h · 155,426 total before filter · latest 2h ago
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3 Big Reasons to Love Progressive (PGR)
StockStory16d agoneutral
3 Big Reasons to Love Progressive (PGR)

Progressive has been treading water for the past six months, recording a small return of 4.4% while holding steady at $215.87. The stock also fell short of the S&P 500’s 13.6% gain during that period.

3 Consumer Stocks We Steer Clear Of
StockStory16d agoneutral
3 Consumer Stocks We Steer Clear Of

Consumer discretionary businesses are levered to the highs and lows of economic cycles. Over the past six months, it seems like demand may be facing some headwinds as the industry’s 2.3% return has lagged the S&P 500 by 11.3 percentage points.

Apple’s iPhone Rally Might Have to Wait
The Wall Street Journal16d agobullish
Apple’s iPhone Rally Might Have to Wait

A big tech unveil hasn't drummed up day-of market enthusiasm for Apple stock in years, but the picture tends to get brighter in the longer-term. The iPhone maker has lagged behind the broader S&P 500 index on five consecutive iPhone launch days.

Broadcom Stock Slipped While Its Revenue Schedule Got Longer
Trefis16d agoneutral
Broadcom Stock Slipped While Its Revenue Schedule Got Longer

Broadcom (AVGO) stock sits about 23% below its 52-week high, and it has lost 6.9% over the past three months while the S&P 500 gained 3.6%. The latest drop followed a fiscal Q4 2026 revenue guide that fell short of Wall Street expectations. Set beside that guide was a revenue schedule stretching to fiscal 2028. That schedule is where the upside case lives.

Power and Digital Strengths Drive Brookfield Corp.’s (BN) AI Edge
Insider Monkey16d agoneutral
Power and Digital Strengths Drive Brookfield Corp.’s (BN) AI Edge

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

2 Healthcare Stocks with Competitive Advantages and 1 We Question
StockStory16d agoneutral
2 Healthcare Stocks with Competitive Advantages and 1 We Question

Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. Those leading the charge have not only realized strong financial performance but also propelled the broader industry’s returns as healthcare stocks have gained 25.7% over the past six months while the S&P 500 was up 13.6%.

Alphyn Capital on Its Special-Situation Investment: AnaptysBio (ANAB)
Insider Monkey16d agoneutral
Alphyn Capital on Its Special-Situation Investment: AnaptysBio (ANAB)

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

Evaluating Visa’s (V)Long-Term Moat
Insider Monkey16d agoneutral
Evaluating Visa’s (V)Long-Term Moat

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

Analyzing Amazon’s (AMZN) Reinvestment Flywheel in the AI Era
Insider Monkey16d agoneutral
Analyzing Amazon’s (AMZN) Reinvestment Flywheel in the AI Era

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

Alphabet (GOOG) Surges Over 20% Revenue Growth, Cloud Strength
Insider Monkey16d agobullish
Alphabet (GOOG) Surges Over 20% Revenue Growth, Cloud Strength

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]