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These 2 AI Power Stocks Jumped While the S&P 500 Fell
Insider Monkey18d agobullish
These 2 AI Power Stocks Jumped While the S&P 500 Fell

NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%. The gains were consistent with the broader AI-power trade where data-center projects increasingly depend on generators that can add reliable capacity, navigate interconnection queues, and sign contracts before construction. NRG Energy, Inc. (NYSE:NRG) and Constellation Energy Corporation […]

Nvidia’s (NVDA) Strong Results Reinforce Long Term Outlook
Insider Monkey18d agoneutral
Nvidia’s (NVDA) Strong Results Reinforce Long Term Outlook

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” The letter can be downloaded here. SGA focuses on building high-conviction portfolios of quality growth businesses expected to achieve mid-teens earnings growth with less variability. Their investment strategy aims to protect and compound client capital. […]

Here’s Why SGA U.S. LCG Liquidated Its Position in Aon plc (AON)
Insider Monkey18d agoneutral
Here’s Why SGA U.S. LCG Liquidated Its Position in Aon plc (AON)

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” The letter can be downloaded here. SGA focuses on building high-conviction portfolios of quality growth businesses expected to achieve mid-teens earnings growth with less variability. Their investment strategy aims to protect and compound client capital. […]