Investing

Haverty Furniture Companies, Inc. (NYSE: HVT) delivered a standout second quarter 2026, with earnings per share doubling year-over-year to $0.32 from $0.16, driven by an 8% increase in comparable store sales marking the fourth consecutive quarter of positive comps. Net sales rose 7.7% to $194.9 million, while total written sales surged 12.6% with comparable written … Read more

Voyager Technologies (NASDAQ: VOYG) shares rallied sharply on August 10 after the Denver-based defense and space technology company announced a significant new contract award from the U.S. Space Force (USSF). The agreement, managed through the Space Systems Command (SSC), tasks Voyager with developing flight-ready space-to-space communication solutions and executing an on-orbit demonstration — a strategic … Read more

Fund Performance vs. Single-Stock Pain JB Global Capital’s Q2 2026 investor letter reveals a classic portfolio management paradox: the fund has delivered a stellar 109.7% return since its January 2023 inception, outperforming the S&P 500’s 94.4%, yet its Q2 2026 performance sank 12.1%, largely due to its largest holding, Alibaba. Buried in the letter is … Read more

Shares of Vertiv Holdings (NYSE: VRT), a critical supplier of power management and thermal solutions for AI data centers, plunged 27.9% in July according to S&P Global Market Intelligence. The sharp decline came despite the company delivering a fundamentally strong second-quarter earnings report, highlighting how macro sentiment can overwhelm company-specific fundamentals in the current AI-driven … Read more

Legendary investor Michael Burry, famous for predicting the 2008 housing market collapse, has again taken a bearish stance on Oracle Corporation (ORCL). His latest short position, initiated around $145 per share, centers on a fundamental concern: Oracle’s massive artificial intelligence infrastructure spending may create a capital trap before generating sufficient returns. The Core of Burry’s … Read more

Dow Inc. (DOW), a global leader in materials science with a market capitalization of $22.1 billion, continues to capture investor attention. The Midland, Michigan-based enterprise serves key cyclical and high-growth end markets, including packaging, infrastructure, mobility, and consumer applications. Over the past year, the company has leveraged its integrated asset footprint and strategic innovations to … Read more

Baron Opportunity Fund’s Bold Sale of CoStar Group (CSGP): 27% Surge Explained Why Baron Opportunity Fund Sold CoStar Group (CSGP) In its Q2 2026 investor letter, Baron Opportunity Fund disclosed a 27.07% increase for the “Baron Opportunity Fund” (Institutional Shares), a performance that outpaced the Russell 3000 Growth Index’s 17.05% gain and the S&P 500 … Read more