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Riverwater’s Q2 Letter Shows Positive Return but Trails Russell Microcap

The update tests whether a disciplined, profit-focused microcap strategy can withstand an AI-fueled speculative rally and persistent supply shocks.

Berkshire’s Abel Makes $10 Billion Alphabet Bet, Reshaping Portfolio

Rocket Lab Agrees to Buy Iridium for About $8 Billion

Figma Posts Clear AI-Driven Revenue Gains as Shares Stay Deeply Discounted

IonQ Raises Guidance After Record Quarter as Investors Question Cash Burn

Berkshire Under Greg Abel Dumps Visa and Mastercard, Revives a 2020 Castoff

UBS Lifts Tesla to Neutral, Citing Balanced Risk After 2026 Slide

Wix Jumps 33% on Q4 Beat, $2 Billion Buyback Plan, and Base44–AI Momentum

Super Micro Jumps 11% on TSMC Spending Surge and AI Chip Optimism

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

Mairs & Power Details Q3 Moves as AI Leaders Concentrate 2025 Gains

Hotchkis & Wiley Mid‑Cap Value Fund Beats Benchmark in Q3, Spotlights WPP Turnaround and Centene Value Case

CoreWeave Slips on Data‑Center Delay as Wall Street Cuts Targets and Bridgewater Buys

CoreWeave Extends Credit Line to $2.5 Billion as Stock Halves After Guidance Cut

Carillon’s Q3 Letter Flags AI Concentration Risk, Spotlights Corning and AbbVie

Unity Shares Surge 18% on Q3 Beat and Upbeat Guidance

Celsius Extends Losing Streak as Investors Chase AI

Micron Jumps as Citi Hikes Target to $175, Flags Guidance Upside on AI Memory Strength

Palantir Joins Top 20 U.S. Companies with $375 Billion Valuation