CRM trades at $184 with a $259 price target implying 41% upside, driven by Agentforce ARR surging 205% to $1.2 billion.
NOW commands a premium to CRM's 13 forward P/E despite roughly double the AI growth rate, while ORCL dominates on contract backlog scale.
Noncurrent debt surging from $10 billion to $39 billion and Informatica integration risk anchor the bear case, pointing to a $221 floor.
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Salesforce (NYSE:CRM) has spent most of 2026 convincing the market that its Agentic AI pivot is substantive. With shares down sharply from December highs and Agentforce ARR compounding at triple digits, the setup into year end is compelling. Below is where our proprietary model lands, and how we got there.

#surging

Agentic artificial intelligence takes automated trading to a new level. Unlike trading bots that follow preset rules, AI agents can actually act on decisions they make, trading according to market conditions and learning from mistakes. AI agents can react to shifts in the market in real time, ***** yze data, form plans, and execute trades.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Customers of several brokerages, including Robinhood (NASDAQ: HOOD), can now connect AI tools such as Anthropic's Claude or OpenAI's ChatGPT to their accounts. Users move funds into their AI agent account and give it instructions for how they want it to trade. Robinhood CEO Vlad Tenev wants AI agents to be able to do everything humans can. He aims to give retail investors the same computing power as institutional investors.
Here are some of the ways agentic AI trading could transform not only crypto investing, but all investing -- for good and bad.
Cryptocurrency investing is always a wild ride, but the growth of agentic AI trading could make it even wilder. Having multiple AI agents automatically trading crypto in milliseconds on the back of breaking news or price movements could amplify price swings and quickly reduce liquidity, particularly if many traders have set up similar AI instructions. Many crypto investors have witnessed firsthand how automated liquidations can spiral rapidly into flash crashes.

#agentic

CrowdStrike (CRWD) is in focus after Loop Capital dubbed it "simply the best positioned cybersecurity vendor in the emerging agentic artificial intelligence (AI) era." In his research note this morning, **** yst Yun Kim announced a Buy rating on CRWD, with a $230 price target, indicating potential upside of more than 25% from current levels.
Kim's call is significant given that CrowdStrike stock is already trading at more than 2x its price in late February.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock

#Stock #crowdstrike #crwd #capital

Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund's Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index's 33.65% gain. Stock selection in semiconductors, technology hardware and software, together with an off-benchmark electrical equipment allocation, supported relative performance, while exposure to financials, consumer discretionary and healthcare detracted. Technology stocks rallied as concerns over the Iran conflict eased and AI infrastructure spending boosted demand for semiconductors, memory, networking, servers and power solutions. The Fund expects AI and data-centre investment to remain strong, supported by broadening earnings growth and improving software bookings, cloud consumption and customer spending. However, geopolitical uncertainty, higher interest rates and heavy AI investment could pressure valuations and free cash flow. The strategy holds 50–75 technology companies across market capitalisations and uses bottom-up GARP research to identify misunderstood and undervalued businesses in the technology industry. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Columbia Seligman Global Technology Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures of AI accelerators, microprocessors, and graphics processing units. On July 27, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $494.95 per share. One-month return of Advanced Micro Devices, Inc. (NASDAQ:AMD) was -14.80% and its shares gained 178.94% over the past 52 weeks. Advanced Micro Devices, Inc. (NASDAQ:AMD) has a market capitalization of about $807.07 billion.
Columbia Seligman Global Technology Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"The fund did not own some of the larger central processing unit (CPU) companies such as Advanced Micro Devices, Inc. (NASDAQ:AMD) and the server CPU opportunity is having a renaissance driven by agentic AI. This lack of exposure ultimately detracted from performance, as the companies' share prices moved sharply higher during the quarter."
Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 20 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 134 hedge fund portfolios held Advanced Micro Devices, Inc. (NASDAQ:AMD) at the end of the first quarter, up from 132 in the previous quarter. While we acknowledge the potential of Advanced Micro Devices, Inc. (NASDAQ:AMD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extreme

Circle—the company behind USDC (the digital dollar used by millions worldwide for payments, savings, and international transfers)—just bought the blockchain patent library IBM spent more than a decade building. The deal, announced July 27, hands Circle over 1,000 blockchain patents issued by IBM worldwide.
Patents are legal rights that give the holder exclusive control over a specific invention. If you hold a patent on a method for processing transactions on a blockchain—the shared digital ledger where crypto activity is permanently recorded and can't be altered—you get to decide who else uses it and on what terms. IBM had been building that kind of leverage since its mid-2010s enterprise blockchain push.
By December 2025, patent ******* ytics firm PatSnap credited IBM with 790 U.S. blockchain patents—more than any other American company, with Bank of America a distant second at roughly 200. Circle, which received its first-ever patent in December 2023 (covering parallel blockchain data processing—a technique for verifying multiple groups of transactions simultaneously), went from essentially zero to the top of the U.S. rankings overnight.
"The portfolio comprises over 680 patent families and nearly 1,000 issued patents worldwide, spanning foundational blockchain technology, banking, financial services, insurance, enterprise infrastructure, supply chain verification, and secure cloud operations," Circle said in its official announcement.
Circle plans to put them to work across its entire stack. "The expanded IP position directly supports Circle's foundation for building the internet financial system, including USDC, Circle Payments Network, Arc, and a growing suite of onchain products and agentic financial tools," the company added. Arc is Circle's own payment-focused blockchain built for institutional finance. The agentic tools are AI-powered software programs that can execute financial transactions autonomously—no human required for each step.

#building

SoundHound AI (NASDAQ: SOUN) stock has taken a severe beating so far this year, losing nearly 40% of its value as of this writing. Shares of the company that provides conversational artificial intelligence (AI) solutions to customers are now trading close to their 52-week low, but what's worth noting is that the steep drop in SoundHound's stock price doesn't seem justified.
After all, SoundHound operates in the fast-growing conversational AI market, where demand for agentic AI solutions is rising rapidly. Additionally, SoundHound's results have been solid in recent quarters, and the company is pulling the right strings to ensure that it remains a key player in the conversational AI ****** e.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
We will take a closer look at the company's prospects in this article and check if it is worth investing $1,000 in this AI stock in anticipation of a turnaround in its fortunes.
When SoundHound AI released its Q1 results in May this year, it reported a 52% year-over-year increase in revenue to $44.2 million. The company also announced the acquisition of conversational AI solutions provider LivePerson to strengthen its voice and agentic AI offerings. This seems like a smart move that should ideally bolster SoundHound's growth.

#solutions #flashing

Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they've become one of the major sources of buyer distrust. According to Anaconda and Forrester research, over 88% of AI agent pilots never reach production, as confirmed by independent polls from a16z and MIT Sloan's CIO panel, while Gartner predicts that more than 40% of agentic AI initiatives will be discontinued entirely by 2027 due to questionable ROI.
Salesforce Inc. (NYSE:CRM) walked into the gap between agent hype and agent reality when it placed its growth narrative on Agentforce, and by 2026, that bet has made Salesforce Inc. (NYSE:CRM) one of the worst-performing components of the Dow Jones Industrial Average, down around 31.48% year to date.
The immediate cause appears to be a credibility problem, not a demand issue. Bernstein downgraded Salesforce Inc. (NYSE:CRM) to Sector Weight from Outperform on July 9, removing its price target completely and citing poor customer feedback on Agentforce in particular. According to **** yst Jackson Ader, the released data doesn't yet indicate growing momentum, and a recent CIO survey found Salesforce Inc. (NYSE:CRM) to be "a standout for the wrong reasons."
That said, this interpretation is not uniform, and the debate on the market is serious. On July 14, Goldman Sachs reiterated its Buy rating and $242 price target, expecting organic growth to pick up in the third quarter as more details on AI monetization become available at Salesforce's Agentforce event in September. Goldman's more constructive reading is based on management's own acknowledgment of headwinds in Tableau, Commerce, and Marketing, which the firm sees as realistic rather than concerning, arguing that Salesforce Inc. (NYSE:CRM) is being open about a 12-to-24-month drag on its organic growth algorithm rather than covering it up.
Salesforce Inc. (NYSE:CRM)'s historical valuation decline looks to be the most mispriced aspect of the market story. Shares are currently trading at a compressed forward earnings multiple of only 10.83x, a substantial drop from the stock's five-year historical average of over 127x. The disparity is even more obvious when compared to prominent peers such as ServiceNow, which trades at a forward P/E of around 20.43x and requires consistent revenue growth above 18% through 2028 to maintain its valuation premium. Salesforce's current valuation of less than 11x forecast earnings is in near-total deadlock, despite the company's strong free cash flow generation and substantial enterprise data integration.

#valuation #july

White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here. The portfolio delivered 8.5% in Q2 2026, trailing the S&P 500 TR's (CAD) 17.3%, MSCI AC TR's (CAD) 16.4%, and the S&P TSX TR's 6.9% returns. The YTD's 1.8% return also trailed the indices. The firm is underwhelmed by the portfolio's performance in the quarter; however, the firm emphasizes long-term performance over short-term results. The firm aims to achieve positive absolute returns adjusted for risk over a complete market cycle. The underperformance is not due to the business fundamentals but the momentum-driven rallies in AI-linked stocks. The firm maintains patience and discipline in capital allocation, with valuation as crucial for long-term returns. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, White Falcon Capital Management highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures of AI accelerators, microprocessors, and graphics processing units. On July 22, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $552.33 per share, reflecting a market capitalization of $900.63 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of 0.99%, while its shares gained 231.77% over the past 52 weeks.
White Falcon Capital Management stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor update:
"Before we do that, let's talk about Advanced Micro Devices, Inc. (NASDAQ:AMD). We purchased our initial position in AMD in October 2022 at about $80 per share when the stock was depressed due to weak outlook for its end markets. As is often the case with the market, when it does not like a stock or a sector it discounts it severely and we were able to purchase a cyclical stock (yes, semiconductor stocks were cyclical then!) with a net-cash balance sheet at a depressed multiple of depressed earnings. Our investment was underpinned by our confidence in AMD's management team, its engineering culture, and its ability to consistently deliver competitive products. It turns out that CPU's, AMD's core product, are needed for Agentic AI! The stock took off earlier this year and is currently trading at above $500 per share. From our perspective, the upside we captured was not due to any attempt to predict AI's trajectory, but simply the result of owning a quality company in a secularly growing sector, run by a strong management team at a sensible valuation.
As we've said before, high-quality businesses possess optionality that simply isn't available to mediocre businesses and even as these businesses trade at higher multiples, this optionality is often undervalued. Today, the world can't seem to buy enough semiconductor stocks, and AMD trades at a valuation that reflects a ve

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the 'SaaSpocalypse', yet the underlying businesses performed well. Montaka's strategy focuses on owning businesses that grow earnings in large markets, which struggled against short-term bottleneck trades that gained popularity. However, Montaka aims for long-term excess returns above market indices, anticipating that current mispricing will eventually correct. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Montaka Global Investments highlighted Mastercard Incorporated (NYSE:MA). Mastercard Incorporated (NYSE:MA) is a leading global payment technology company provides transaction processing and other payment-related products and services. On July 22, 2026, Mastercard Incorporated (NYSE:MA) closed at $531.98 per share, reflecting a market capitalization of $470.05 billion. Mastercard Incorporated (NYSE:MA) posted a one-month return of 8.81%, while its shares lost 5.59% over the past 52 weeks.
Montaka Global Investments stated the following regarding Mastercard Incorporated (NYSE:MA) in its Q2 2026 investor update:
"On the other side of the market are some of the world's highest quality businesses which have been overlooked during the semiconductor–mania.
Take Visa and Mastercard Incorporated (NYSE:MA), for example. Both are extraordinarily advantaged businesses and have consistently grown annual revenues at double–digit percentage rates for many years. And in our view, strong growth will likely continue – driven by new value–added services attached to their payment networks (related to stablecoins, agentic commerce, fraud detection, and other data services) which are growing at even faster rates.

#incorporated #businesses #Investments #quarter

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the 'SaaSpocalypse', yet the underlying businesses performed well. Montaka's strategy focuses on owning businesses that grow earnings in large markets, which struggled against short-term bottleneck trades that gained popularity. However, Montaka aims for long-term excess returns above market indices, anticipating that current mispricing will eventually correct. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Montaka Global Investments highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On July 22, 2026, Visa Inc. (NYSE:V) closed at $353.42 per share. One-month return of Visa Inc. (NYSE:V) was 5.95%, and its shares lost 1.07% over the past 52 weeks. Visa Inc. (NYSE:V) has a market capitalization of $665.89 billion.
Montaka Global Investments stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor update:
"On the other side of the market are some of the world's highest quality businesses which have been overlooked during the semiconductor–mania.
Take Visa Inc. (NYSE:V) and Mastercard, for example. Both are extraordinarily advantaged businesses and have consistently grown annual revenues at double–digit percentage rates for many years. And in our view, strong growth will likely continue – driven by new value–added services attached to their payment networks (related to stablecoins, agentic commerce, fraud detection, and other data services) which are growing at even faster rates.

#NYSE #Services #quarter #investor

ONDS raised FY2026 guidance to $390M with a $457M backlog, making L3Harris (LHX) the cleanest strategic fit given its Trusted Disruptor acquisition playbook.
Motorola Solutions (MSI) is the non-obvious wild card, as Silvus mesh-networking and unmanned comms overlap directly with Ondas' Iron Drone and Sentrycs ****** ets.
Private equity faces punishing LBO math at 45x price-to-sales, while ONDS shares at $8.25 sit well below the $19.81 ****** yst consensus target.
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Ondas (NASDAQ:ONDS) has ****** embled a system-of-systems autonomous-defense portfolio that looks increasingly like something a prime would rather own than compete with. The company reported Q1 FY2026 revenue of $50.12 million (+1,079.8% year over year), lifted its FY2026 revenue target to at least $390 million, and disclosed a pro forma backlog of $457 million. With counter-UAS (Sentrycs, Iron Drone), loitering munitions (Mistral, Rotron), stratospheric ISR (World View), and a SkyWeaver agentic-AI platform co-developed with Palantir, the strategic logic for a takeout is compelling. Here are four likely acquirers, ranked from longest shot to cleanest fit.

#onds #million #ondas #cleanest

Baird initiated Vertiv with a buy and $370 price target, implying 21% upside as liquid cooling demand surges from next-gen AI hardware launches.
Vertiv's ThermoKey acquisition bolsters its heat rejection capabilities, adding a competitive edge beyond liquid cooling as data centers scale up.
Trading at 47x forward earnings, Loop Capital's Baruah still calls Vertiv a tech company in disguise, suggesting shares may not yet be expensive enough.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Shares of cooling infrastructure play Vertiv (NASDAQ:VRT) have been that much harder to hang onto since the shares peaked out back in May. Despite the pick-up in turbulence and the plunge into bear market territory, a number of ******* ysts have not soured on the name. The AI data center buildout hasn't gone anywhere; if anything, things could get even more intense as companies look to get AI compute where it needs to be to roll out the red carpet for that agentic AI blast-off.

#cooling #trading

With massive gains of 357% over the past year, Intel (NASDAQ: INTC) has emerged as a top semiconductor play due to the company's fast-improving financial health and its growing influence in artificial intelligence (AI) chips.
However, Intel stock has slipped 25% from the 52-week high it reached on June 30. The company will release its second-quarter 2026 earnings report after the market closes on July 23, and there is a good chance the stock will regain momentum, thanks to a recent revelation from foundry giant Taiwan Semiconductor Manufacturing.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's take a closer look at this potential development that could spark a rally in Intel's shares.
Foundry giant TSMC recently released its Q2 earnings report. Management noted on the earnings call that the "emergence of agentic AI is leading to a resurgence in the role of CPUs in AI data centers." It is worth noting that AI data centers have primarily relied on graphics processing units (GPUs) to handle AI workloads, such as training large language models (LLMs).

#report

Interested in monday.com Ltd.? Here are five stocks we like better.
Monday.com's stock has fallen more than 70% on fears that AI coding tools will make its workflow software obsolete, despite recent gains since April.
Recent earnings show revenue grew 24% year-over-year with record operating profit and gross retention, contradicting the bearish narrative about AI disruption.
Monday.com is embracing agentic AI through a new seats-plus-credits pricing model, a $550 million buyback, and trades at a much lower valuation than last year.
Few stocks have taken as brutal a beating from AI disruption fears as Monday.com (NASDAQ: MNDY). Its shares have fallen over 70% from last year's high and are currently trading below $80.

#stocks #last

Arrakis, a seven-month old London- and Paris-based startup building what it calls an AI "operating system" for industrial companies, is emerging from stealth with $38 million in venture capital funding. It says its goal is to bring agentic AI to sectors such aerospace, energy, logistics, and manufacturing.

The company's latest funding is a $30 million Series A led by Blossom Capital, with participation from venture capital firms Accel, GFC, MainObject, and Rerail. Accel led an earlier $7.5 million seed round, and individual backers include Datadog CEO Olivier Pomel and OpenAI's head of business products, Olivier Godement.

The latest round values the company at $140 million post-money, cofounder and CEO Rafael Quintanilla told Fortune.

Quintanilla is a former vice president at Accel. While there, he spent the better part of a year crisscrossing the U.S., Europe, and the Middle East to develop the firm's thesis on defense and industrial resilience. What he found convinced him to quit and become a founder himself.
"I realized that there was a huge gap between what I was seeing at Accel and in the Valley, with us investing in companies like Anthropic and Lovable in Europe," he said, "and what I was seeing in the more industrial parts of the economy."

He said that most AI has targeted so-called knowledge workers who complete their jobs using software, but that many more jobs in the economy involve the production and movement of physical goods. "Most AI investment to date has targeted the 30% of workers behind a desk. The real ROI lies in the 70% running industrial operations," he said.
Sonali de Rycker, the Accel partner who backed Arrakis's seed round, said she is betting on the founder as much as the market. "Rafa has a rare combination of curiosity, hustle and tireless drive," she told Fortune. "After working closely with Rafa during his time at Accel, it's an honour to be working with him again as an entrepreneur."
But Arrakis is hardly alone in going after manufacturing and industrial firms. Consulting giants such as Accenture and Boston Consulting Group are racing into industrial AI, as is Palantir, and Jeff Bezos-backed Prometheus—now valued in the tens of billions of dollars—is pouring capital into automating the engineering of physical products. The frontier labs are circling too.
Quintanilla argues Arrakis is carving out a distinct niche from each of these competitors. If Prometheus worked with Airbus, he said, it would build AI for "the core engineering of building an aircraft." He said Arrakis, by contrast, "want[s] to take care of everything around it… We want to be the AI layer for key operations of those companies."

#arrakis

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter.
If generative AI is a potential game-changer for finance, agentic AI, which acts proactively rather than reactively, is even more so. But most CFOs say they feel pressed to deploy agents more quickly than is practicable.
That's according to a June survey of 1,505 CFOs and other senior finance leaders in the United States, United Kingdom, Australia and India who had deployed, piloted or actively evaluated AI agents in the previous 12 months.
The research, performed by Censuswide, was commissioned by Avalara, an interested party because it's a provider of agentic tax and compliance software. However, the findings are eye-opening nonetheless.
An overwhelming majority of those polled, 92%, said they're under significant (50%) or moderate (42%) pressure to demonstrate ROI from AI agents, and 71% said the pressure is entirely or mostly around deployment speed.

#cfos #united

UiPath (NYSE:PATH), an artificial intelligence (AI) robotic and automation software provider, closed at $12.04, down 0.99%. Recent investment reports that put the spotlight on UiPath's customer demand could have put it in focus, while investors will be watching the next earnings call for guidance and Annual Recurring Revenue (ARR) trends.
Trading volume reached 175.3 million shares, coming in about 235% above its three-month average of 52.3 million shares. UiPath IPO'd in 2021 and has fallen 832 since going public.
S&P 500 (SNPINDEX:^GSPC) rose 0.89% to 7,509, and the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.29% to 25,837. Among application software peers focused on enterprise automation, Appian closed at $25.35, down 2.61%, and Pegasystems closed at $30.94, down 2.27%.
UiPath slipped slightly today, but the increased trading volume suggests the stock is on investor radars. It has gained 17% in the past month as investors begin to re-enter the software-as-a-service sector, thinking this year's dramatic sell-off could have been overblown. While there was no direct UiPath news, a Zacks report yesterday highlighted continued demand for its services and rising ARR.
UiPath uses AI to automate repetitive tasks, but the risk is that clients will eventually be able to integrate AI-driven automation without needing an intermediary like UiPath to help them. Last week it announced a deal with UK-based online retailer, The Very Group, to provide agentic AI pricing, demonstrating commercial demand. However, it is a competitive and rapidly evolving **** e, and **** ysts are concerned that UiPath isn't growing fast enough.

#trading

Fred Alger Management, an investment management company, released its "Alger Small Cap Focus Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) fueled market optimism in the quarter, driving the Information Technology and Industrials sectors forward while Energy and Utilities lagged due to falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Alger Small Cap Focus Fund's Class A shares outperformed the Russell 2000 Growth Index in the quarter, driven by strong performances in the Industrials and Health Care sectors, while Financials and Consumer Discretionary detracted from the performance. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Small Cap Focus Fund highlighted Credo Technology Group Holding Ltd (NASDAQ:CRDO) as a notable performance contributor. Credo Technology Group Holding Ltd (NASDAQ:CRDO) is a US-based semiconductor company that provides high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications. On July 20, 2026, Credo Technology Group Holding Ltd (NASDAQ:CRDO) closed at $212.07 per share. One-month return of Credo Technology Group Holding Ltd (NASDAQ:CRDO) was -20.23%, and its shares gained 133.50% over the past 52 weeks. Credo Technology Group Holding Ltd (NASDAQ:CRDO) has a market capitalization of $39.55 billion.
Alger Small Cap Focus Fund stated the following regarding Credo Technology Group Holding Ltd (NASDAQ:CRDO) in its Q2 2026 investor update:
"Credo Technology Group Holding Ltd (NASDAQ:CRDO) provides high-speed connectivity solutions used to move data across AI data centers and hyperscale networks, including active electrical cables, optical digital signal processors, and PCIe retimers. As AI systems become larger and more complex, the need to move data quickly and efficiently between servers, GPUs, and networking equipment has become increasingly important. We believe Credo benefits from this growing connectivity challenge, with an expanding product portfolio that gives the company multiple opportunities to support next-generation data center architectures. During the quarter, shares contributed positively to performance as investors responded favorably to the company's rapid revenue growth and rising demand from hyperscale customers. Investor sentiment was further supported by the view that Credo's expanding product portfolio and recent silicon photonics capabilities could help the company remain well aligned with the evolving connectivity needs of AI da

Fred Alger Management, an investment management company, released its "Alger Small Cap Focus Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) fueled market optimism in the quarter, driving the Information Technology and Industrials sectors forward while Energy and Utilities lagged due to falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Alger Small Cap Focus Fund's Class A shares outperformed the Russell 2000 Growth Index in the quarter, driven by strong performances in the Industrials and Health Care sectors, while Financials and Consumer Discretionary detracted from the performance. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Small Cap Focus Fund highlighted Guardant Health, Inc. (NASDAQ:GH). Guardant Health, Inc. (NASDAQ:GH) is a precision oncology company that specializes in a liquid biopsy test to detect cancer from blood samples. On July 20, 2026, Guardant Health, Inc. (NASDAQ:GH) closed at $148.07 per share. One-month return of Guardant Health, Inc. (NASDAQ:GH) was 13.18%, and its shares gained 220.15% over the past 52 weeks. Guardant Health, Inc. (NASDAQ:GH) has a market capitalization of $19.63 billion.
Alger Small Cap Focus Fund stated the following regarding Guardant Health, Inc. (NASDAQ:GH) in its Q2 2026 investor update:
"Guardant Health, Inc. (NASDAQ:GH) is a precision oncology company that develops blood-based liquid biopsy tests spanning therapy selection, recurrence monitoring, and early cancer detection, anchored by its Guardant360, Reveal, and Shield platforms. We continue to view the company as one of the more strategically positioned names in molecular diagnostics, with leadership in liquid biopsy supported by a deep clinical evidence base, an expanding set of companion diagnostic labels, and a credible runway toward free cash flow breakeven. Shares contributed positively to performance during the quarter, advancing on first-quarter results that prompted management to raise full-year 2026 revenue guidance, the inclusion of the Shield blood test in updated colorectal cancer screening guidelines, and regulatory approval of Guardant360 CDx as a companion diagnostic for Boehringer Ingelheim's Hernexeos."

#guardant #small #focus #company

Fred Alger Management, an investment management company, released its "Alger Small Cap Focus Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) fueled market optimism in the quarter, driving the Information Technology and Industrials sectors forward while Energy and Utilities lagged due to falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Alger Small Cap Focus Fund's Class A shares outperformed the Russell 2000 Growth Index in the quarter, driven by strong performances in the Industrials and Health Care sectors, while Financials and Consumer Discretionary detracted from the performance. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Small Cap Focus Fund highlighted GeneDx Holdings Corp. (NASDAQ:WGS). GeneDx Holdings Corp. (NASDAQ:WGS) is a genomics company that offers advanced exome and genome sequencing for pediatric and rare disease diagnostics. On July 20, 2026, GeneDx Holdings Corp. (NASDAQ:WGS) closed at $60.65 per share, reflecting a market capitalization of $1.80 billion. GeneDx Holdings Corp. (NASDAQ:WGS) posted a one-month return of 4.42%, while its shares lost 25.03% over the past 52 weeks.
Alger Small Cap Focus Fund stated the following regarding GeneDx Holdings Corp. (NASDAQ:WGS) in its Q2 2026 investor update:
"GeneDx Holdings Corp. (NASDAQ:WGS) is a specialty genomics laboratory focused on delivering complex genetic tests, including whole exome and genome sequencing, to diagnose pediatric rare diseases. The company possesses a comprehensive and proprietary database of genetic data that enables it to deliver superior diagnostic yields relative to competitors and alternative testing modalities, creating a meaningful competitive advantage in a highly specialized market. Shares detracted from performance after first-quarter results missed revenue expectations on softer average reimbursement rates and weakness in non-core segments. While underlying exome and genome test volumes grew 33% year over year, management lowered full-year guidance, weighing on investor sentiment."

#NASDAQ #small #focus #fund

Fred Alger Management, an investment management company, released its "Alger Small Cap Focus Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) fueled market optimism in the quarter, driving the Information Technology and Industrials sectors forward while Energy and Utilities lagged due to falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Alger Small Cap Focus Fund's Class A shares outperformed the Russell 2000 Growth Index in the quarter, driven by strong performances in the Industrials and Health Care sectors, while Financials and Consumer Discretionary detracted from the performance. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Small Cap Focus Fund highlighted Forte Biosciences, Inc. (NASDAQ:FBRX). Forte Biosciences, Inc. (NASDAQ:FBRX), a US-based clinical-stage biopharmaceutical company, detracted from the Fund's performance during the quarter. On July 20, 2026, Forte Biosciences, Inc. (NASDAQ:FBRX) closed at $47.49 per share, reflecting a market capitalization of $972.54 million. Forte Biosciences, Inc. (NASDAQ:FBRX) posted a one-month return of 161.65%, while its shares gained 355.32% over the past 52 weeks.
Alger Small Cap Focus Fund stated the following regarding Forte Biosciences, Inc. (NASDAQ:FBRX) in its Q2 2026 investor update:
"Forte Biosciences, Inc. (NASDAQ:FBRX) is a clinical-stage biopharmaceutical company developing FB102, an anti-CD122 monoclonal antibody with potential application across a range of autoimmune conditions, including celiac disease, vitiligo, and alopecia areata. We view Forte favorably given the differentiated mechanism underlying FB102 and its potential applicability across multiple sizeable indications, supported by encouraging early celiac data and a series of meaningful clinical readouts anticipated through the balance of the year. Shares detracted from performance during the quarter, pressured by an equity raise whose limited initial disclosure was poorly received, as well as by growing investor impatience as anticipated vitiligo data extended beyond the previously communicated timeline. Despite a challenging quarter, we remain constructive ahead of the celiac readout expected later this year and cautiously optimistic on the forthcoming vitiligo results. We believe FB102 retains meaningful strategic value as its clinical profile comes into clearer focus."

#forte #biosciences #small #investor

Fred Alger Management, an investment management company, released its "Alger Weatherbie Specialized Growth Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) regained market optimism in the quarter, leading the Information Technology and Industrials sectors upward, and Energy and Utilities lagged because of falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Weatherbie Specialized Growth Fund's Class A shares outperformed the Russell 2500 Growth Index in the quarter. The Industrials and Information Technology sectors contributed to the relative performance, whereas Financials and Consumer Discretionary sectors detracted. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Weatherbie Specialized Growth Fund highlighted Cardinal Infrastructure Group Inc. (NASDAQ:CDNL) as a notable contributor. Cardinal Infrastructure Group Inc. (NASDAQ:CDNL) is a civil contracting company focused on site development and infrastructure services. On July 20, 2026, Cardinal Infrastructure Group Inc. (NASDAQ:CDNL) closed at $69.25 per share. One-month return of Cardinal Infrastructure Group Inc. (NASDAQ:CDNL) was -4.78%, and YTD its shares gained 186.39%. Cardinal Infrastructure Group Inc. (NASDAQ:CDNL) has a market capitalization of $1.38 billion.
Alger Weatherbie Specialized Growth Fund stated the following regarding Cardinal Infrastructure Group Inc. (NASDAQ:CDNL) in its Q2 2026 investor update:
"Cardinal Infrastructure Group Inc. (NASDAQ:CDNL) provides infrastructure services across residential, commercial, industrial, municipal, and state markets, including water, sewer, and stormwater installations, as well as grading, site clearing, erosion control, paving, and other related site services. The company benefits from demand for essential infrastructure work and has continued to expand its capabilities through organic growth and recent acquisitions. During the quarter, shares contributed positively to performance after the company reported strong first-quarter results that were consistent with management's recent positive commentary. Investor sentiment was further supported by robust organic growth, continued momentum in its mature Raleigh market, and the view that full-year guidance may prove conservative given the company's current operating trajectory."

#cardinal #group #quarter

Fred Alger Management, an investment management company, released its "Alger Weatherbie Specialized Growth Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) regained market optimism in the quarter, leading the Information Technology and Industrials sectors upward, and Energy and Utilities lagged because of falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Weatherbie Specialized Growth Fund's Class A shares outperformed the Russell 2500 Growth Index in the quarter. The Industrials and Information Technology sectors contributed to the relative performance, whereas Financials and Consumer Discretionary sectors detracted. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Weatherbie Specialized Growth Fund highlighted Silicon Motion Technology Corporation (NASDAQ:SIMO) as a notable contributor. Silicon Motion Technology Corporation (NASDAQ:SIMO) is a leading provider of NAND flash controllers for solid-state drivers and related devices. On July 20, 2026, Silicon Motion Technology Corporation (NASDAQ:SIMO) closed at $252.61 per share, reflecting a market capitalization of $8.57 billion. Silicon Motion Technology Corporation (NASDAQ:SIMO) posted a one-month return of -15.48%, while its shares gained 251.53% over the past 52 weeks.
Alger Weatherbie Specialized Growth Fund stated the following regarding Silicon Motion Technology Corporation (NASDAQ:SIMO) in its Q2 2026 investor update:
"Silicon Motion Technology Corporation (NASDAQ:SIMO) develops and supplies semiconductor products used across the electronics market, including flash controllers and storage solutions for solid-state drives, smartphones, data center applications, and other connected devices. The company holds a strong position in NAND flash controllers and continues to benefit from demand for higher performance storage as devices and infrastructure require faster, more efficient data management. We believe the company's share gains across end markets, including data center applications tied to AI-related workloads, reflect continued demand for its storage solutions and a strengthening competitive position. During the quarter, shares contributed positively to performance after the company delivered strong operating results that exceeded expectations, supported by accelerating revenue growth, solid profitability, and disciplined expense management. Investor sentiment was further supported by an improved management outlook, reinforcing confidence in the compa

By Deborah Mary Sophia and Rashika Singh
July 21 (Reuters) - Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ‌ambitions adds to worries over the payoff from massive data-center spending, months after raising ‌expectations with a blockbuster quarter for cloud sales.
The Google parent — set to report second-quarter results on Wednesday — has delayed from June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch up with rivals in the lucrative market for AI coding tools and agentic AI tasks.
The setback has raised concerns as Chinese open-source models increasingly challenge top U.S. labs for customers amid growing worries about steep AI ‌bills that have also fanned ⁠fears that Big Tech could be over-building capacity.
"While Google is missing the boat on AI coding and that's a very real growing concern ... Google's strategy is ⁠all about the ecosystem," said Dave Wagner, portfolio manager at Aptus Capital Advisors.

#launch #quarter

Fred Alger Management, an investment management company, released its "Alger Weatherbie Specialized Growth Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) regained market optimism in the quarter, leading the Information Technology and Industrials sectors upward, and Energy and Utilities lagged because of falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Weatherbie Specialized Growth Fund's Class A shares outperformed the Russell 2500 Growth Index in the quarter. The Industrials and Information Technology sectors contributed to the relative performance, whereas Financials and Consumer Discretionary sectors detracted. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Weatherbie Specialized Growth Fund highlighted Hamilton Lane Incorporated (NASDAQ:HLNE). Hamilton Lane Incorporated (NASDAQ:HLNE), a private equity and venture capital firm, detracted from the performance during the quarter. On July 20, 2026, Hamilton Lane Incorporated (NASDAQ:HLNE) closed at $84.60 per share, reflecting a market capitalization of $4.69 billion. Hamilton Lane Incorporated (NASDAQ:HLNE) posted a one-month return of 11.86%, while its shares lost 45.16% over the past 52 weeks.
Alger Weatherbie Specialized Growth Fund stated the following regarding Hamilton Lane Incorporated (NASDAQ:HLNE) in its Q2 2026 investor update:
"Hamilton Lane Incorporated (NASDAQ:HLNE) is a private markets investment firm that provides customized investment solutions, advisory services, and data driven tools to institutional and private wealth clients. The company benefits from a diversified platform across private markets, long-standing client relationships, and a growing evergreen business that broadens access to individual investors. During the quarter, shares detracted from performance as broader concerns around private credit and software exposure within private equity portfolios continued to weigh on sentiment across the alternative ***** et management industry. While these concerns pressured the stock, we believe Hamilton Lane's diversified portfolio exposure helps make the risks manageable."

#hamilton #hlne #weatherbie

Fred Alger Management, an investment management company, released its "Alger Weatherbie Specialized Growth Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) regained market optimism in the quarter, leading the Information Technology and Industrials sectors upward, and Energy and Utilities lagged because of falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Weatherbie Specialized Growth Fund's Class A shares outperformed the Russell 2500 Growth Index in the quarter. The Industrials and Information Technology sectors contributed to the relative performance, whereas Financials and Consumer Discretionary sectors detracted. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Weatherbie Specialized Growth Fund highlighted DigitalOcean Holdings, Inc. (NYSE:DOCN). DigitalOcean Holdings, Inc. (NYSE:DOCN) is a leading cloud infrastructure company that helps AI and Digital Native Enterprises build, run, and scale intelligent applications for growing technology companies. On July 20, 2026, DigitalOcean Holdings, Inc. (NYSE:DOCN) closed at $119.09 per share, reflecting a market capitalization of $13.92 billion. DigitalOcean Holdings, Inc. (NYSE:DOCN) posted a one-month return of -24.23%, while its shares gained 313.79% over the past 52 weeks.
Alger Weatherbie Specialized Growth Fund stated the following regarding DigitalOcean Holdings, Inc. (NYSE:DOCN) in its Q2 2026 investor update:
"DigitalOcean Holdings, Inc. (NYSE:DOCN) is a cloud infrastructure provider that offers computing, storage, networking, and related services to developers, startups, and businesses across multiple geographies. The company has differentiated itself through a simplified, developer-friendly platform and is increasingly positioning itself as a cloud provider purpose-built for inference and agentic AI workloads. We believe DigitalOcean is benefiting from the early stages of this demand cycle, as customers look for cloud infrastructure that is easier to use and better aligned with emerging AI applications. During the quarter, shares contributed positively to performance after the company delivered strong operating results and raised its revenue outlook for both 2026 and 2027. Investor sentiment was further supported by accelerating momentum in AI-related customer demand and the view that stronger fundamentals, rather than multiple expansion alone, helped drive the company's strong share price appreciation."

#digitalocean #holdings #docn #weatherbie

Fred Alger Management, an investment management company, released its "Alger Weatherbie Specialized Growth Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) regained market optimism in the quarter, leading the Information Technology and Industrials sectors upward, and Energy and Utilities lagged because of falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Weatherbie Specialized Growth Fund's Class A shares outperformed the Russell 2500 Growth Index in the quarter. The Industrials and Information Technology sectors contributed to the relative performance, whereas Financials and Consumer Discretionary sectors detracted. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Weatherbie Specialized Growth Fund mentioned stocks like Planet Fitness, Inc. (NYSE:PLNT). Planet Fitness, Inc. (NYSE:PLNT) a US-based franchise that operates fitness centers under the Planet Fitness brand, detracted from the Fund's performance during the quarter. On July 20, 2026, Planet Fitness, Inc. (NYSE:PLNT) closed at $55.25 per share. One-month return of Planet Fitness, Inc. (NYSE:PLNT) was 6.58%, and its shares lost 51.34% over the past 52 weeks. Planet Fitness, Inc. (NYSE:PLNT) has a market capitalization of $4.38 billion.
Alger Weatherbie Specialized Growth Fund stated the following regarding Planet Fitness, Inc. (NYSE:PLNT) in its Q2 2026 investor update:
"Planet Fitness, Inc. (NYSE:PLNT) is one of the largest fitness club franchisors in the world, operating a budget-friendly gym model built around low monthly dues, broad accessibility, and a welcoming brand position. We believe the company benefits from a capital-light franchise structure, strong brand recognition, and a meaningful long-term opportunity to expand its club base both in the U.S. and internationally. During the quarter, shares detracted from performance after the company lowered both its revenue and earnings outlook, as member sign-ups fell short of internal expectations following a recent brand repositioning. Sentiment was also pressured by management transition concerns, including the departure of the Chief Financial Officer, as well as broader pressure on discretionary consumer spending."

#planet #plnt

Fred Alger Management, an investment management company, released its "Alger Weatherbie Specialized Growth Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) regained market optimism in the quarter, leading the Information Technology and Industrials sectors upward, and Energy and Utilities lagged because of falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Weatherbie Specialized Growth Fund's Class A shares outperformed the Russell 2500 Growth Index in the quarter. The Industrials and Information Technology sectors contributed to the relative performance, whereas Financials and Consumer Discretionary sectors detracted. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Weatherbie Specialized Growth Fund highlighted Artivion, Inc. (NYSE:AORT). Artivion, Inc. (NYSE:AORT) is a global manufacturer and distributor of medical devices and implantable human tissues. On July 20, 2026, Artivion, Inc. (NYSE:AORT) closed at $25.37 per share. One-month return of Artivion, Inc. (NYSE:AORT) was 22.68%, and its shares lost 16.55% over the past 52 weeks. Artivion, Inc. (NYSE:AORT) has a market capitalization of $1.23 billion.
Alger Weatherbie Specialized Growth Fund stated the following regarding Artivion, Inc. (NYSE:AORT) in its Q2 2026 investor update:
"Artivion, Inc. (NYSE:AORT) manufactures, processes, and distributes medical devices and implantable human tissues used in cardiac and vascular surgical procedures, with a focus on treating patients with aortic disease. The company's portfolio includes established products as well as newer technologies designed to improve outcomes in complex cardiovascular procedures. During the quarter, shares detracted from performance after the company reported in-line first-quarter results but modestly lowered its full-year outlook, primarily due to slower-than-expected starter set sales for AMDS, its key new product cycle."
Artivion, Inc. (NYSE:AORT) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge fund portfolios held Artivion, Inc. (NYSE:AORT) at the end of the first quarter, up from 25 in the previous quarter. Artivion, Inc. (NYSE:AORT) delivered total revenue of $116.3 million in Q1 2026, an increase of 12% on a non-GAAP constant currency basis. While we acknowledge the potential of Artivion, Inc. (NYSE:AORT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If y

Fred Alger Management, an investment management company, released its "Alger Mid Cap Focus Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index returning 15.2%. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) fueled market optimism in the quarter, driving the Information Technology and Industrials sectors forward, while Energy and Utilities lagged due to falling oil and gas prices. Despite discussions about AI disruption, opportunities are identified within sectors adopting the technology as it enters its agentic phase. The Alger Mid Cap Focus Fund's Class A shares outperformed the Russell Midcap Growth Index in the quarter, driven by strong performances in Information Technology and Health Care, while Communication Services and Consumer Discretionary detracted from the performance. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Mid Cap Focus Fund highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focusing on developing therapies for patients with serious and rare diseases. On July 17, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $108.32 per share, reflecting a market capitalization of $23.49 billion. Insmed Incorporated (NASDAQ:INSM) posted a one-month return of 9.85%, and its shares gained 5.39% over the past 52 weeks.
Alger Mid Cap Focus Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor update:
"Insmed Incorporated (NASDAQ:INSM), GFL Environmental Inc, and Karman Holdings Inc. were among the top detractors from performance. Insmed is a commercial-stage biopharmaceutical company focused on respiratory, inflammatory, pulmonary, and rare disease treatments, with an approved portfolio that includes Brinsupri and Arikayce. The company's opportunity is tied to expanding adoption of its commercial products while advancing a pipeline aimed at areas of meaningful unmet medical need. During the quarter, shares detracted from performance despite headline results that were generally better than expected, as investors focused on early launch dynamics for Brinsupri. Concerns centered on patient additions, discontinuation rates, and compliance trends, which raised questions about the quality and durability of the launch. While these issues pressured the stock, management has begun providing greater detail around launch dynamics, and we believe improved execution and additional data could help restore investor confidence over time."

#insmed #incorporated #focus #technology

Fred Alger Management, an investment management company, released its "Alger Mid Cap Focus Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index returning 15.2%. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) fueled market optimism in the quarter, driving the Information Technology and Industrials sectors forward, while Energy and Utilities lagged due to falling oil and gas prices. Despite discussions about AI disruption, opportunities are identified within sectors adopting the technology as it enters its agentic phase. The Alger Mid Cap Focus Fund's Class A shares outperformed the Russell Midcap Growth Index in the quarter, driven by strong performances in Information Technology and Health Care, while Communication Services and Consumer Discretionary detracted from the performance. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Mid Cap Focus Fund highlighted GFL Environmental Inc. (NYSE:GFL). GFL Environmental Inc. (NYSE:GFL) is a Canadian-based waste management company offering non-hazardous solid waste management services. On July 17, 2026, GFL Environmental Inc. (NYSE:GFL) closed at $39.56 per share, reflecting a market capitalization of $14.28 billion. GFL Environmental Inc. (NYSE:GFL) posted a one-month return of 13.03%, while its shares lost 15.87% over the past 52 weeks.
Alger Mid Cap Focus Fund stated the following regarding GFL Environmental Inc. (NYSE:GFL) in its Q2 2026 investor update:
"Insmed Incorporated, GFL Environmental Inc. (NYSE:GFL), and Karman Holdings Inc. were among the top detractors from performance. GFL Environmental is one of the largest diversified environmental services companies in North America, providing solid waste collection, recycling, and related services across Canada and a broad footprint of U.S. states. During the quarter, shares detracted from performance even as the company reported better-than expected first-quarter results and raised its full-year guidance. The weakness instead centered on GFL's announcement of a sizeable acquisition that expands its presence in Western Canada, which pressured the stock as investors weighed the equity component used to fund the deal and the integration involved in absorbing a large new platform."
GFL Environmental Inc. (NYSE:GFL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 44 hedge fund portfolios held GFL Environmental Inc. (NYSE:GFL) at the end of the first quarter, up from 43 in the previous quarter. While we acknowledge the potential of GFL Environmental Inc. (NYSE:GFL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to ben