In its second-quarter 2026 investor letter, American Century Investments Focused Dynamic Growth Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a key contributor. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On September 08, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $505.74 per share, reflecting a market capitalization of $825.61 billion. Over the past month, Advanced Micro Devices, Inc. (NASDAQ:AMD) returned 7.72%, but its shares are up 226.08% over the past year.

American Century Investments Focused Dynamic Growth Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:

“Advanced Micro Devices, Inc. (NASDAQ:AMD). Not owning the chip designer detracted as shares advanced after the company issued stronger-than-expected guidance. The stock benefited from accelerating artificial intelligence and data center chip demand, with growth across both graphics processing units and CPUs.”

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Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 20 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. As per our database, 164 hedge fund portfolios held Advanced Micro Devices, Inc. (NASDAQ:AMD) at the end of the second quarter which was 134 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 extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed Advanced Micro Devices, Inc. (NASDAQ:AMD) and shared Impax US Sustainable Economy Fund’s views on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

Morrisville, NC – 374Water Inc. (NASDAQ:SCWO) (“374Water” or the “Company”), a leading cleantech and environmental services company deploying supercritical water oxidation technology for the permanent destruction of PFAS and other organic waste streams, today outlined its corporate strategy to grow the business and scale its AirSCWO technology to build long-term value.

374Water Inc. is a B2i Digital Featured Company. See the company’s in-depth profile at: https://b2idigital.com/374water-inc-1.

AirSCWO technology is the result of years of development, thousands of engineering hours and real-world operating experience across more than 200 waste types. That experience has created a growing body of proprietary data and operating knowledge around the commercial use of supercritical water oxidation.

“Our leadership extends well beyond the equipment itself,” said Raj Melkote, CTO of 374Water. “Every waste stream we process generates data and know-how about how materials behave under supercritical conditions, and the art of achieving the high PFAS destruction efficiencies we’ve become known for. The more we operate, the more we learn. This leads to better systems, better operations, and better results for our customers.”

374Water is focused on converting this technology leadership into three interconnected commercial opportunities – what CEO Danny Bogar calls the Company’s value horizons.

1. NOW: Waste Destruction Services

374Water’s priority is building Waste Destruction Services (“WDS”), a fee-for-service model for permanently destroying difficult municipal, federal and industrial waste streams, primarily PFAS-contaminated waste streams, such as AFFF.

The Company’s Orlando facility is its first commercial WDS hub and serves as the model for future facilities. Orlando will also serve as the first hub in a broader federal hub-and-spoke strategy, aggregating AFFF and other concentrated PFAS wastes such as foam fractionate, spent granular activated carbon (“GAC”), spent ion exchange media and other difficult-to-destroy organic wastes. This federal opportunity is supported by the Success Memo issued by the Defense Innovation Unit, and our strategic agreement with Arcadis. Together, the Company believes these provide a pathway and mechanism – Other Transaction Authority (“OTA”) – for rapid government contracting across not only the US Military but the entire Federal government and subsequent revenue growth.

374Water has previously forecasted that Orlando, at its current planned capacity, has the potential to generate approximately $3 million to $5 million in annual revenue at targeted operating levels. The Company’s expansion plan anticipates increasing capacity approximately 3-4 times, with a target of $10 million to $14 million in annual revenue, subject to waste mix, utilization, and pricing.

“Successful execution in Orlando is expected to establish the operating and economic model for additional WDS hubs and future facilities. We will pursue intelligent financing through project-level debt, infrastructure capital and strategic partners to minimize reliance on corporate equity,” said Brad Meyers, COO of 374Water.

2. NEXT: Critical Regional Infrastructure

The permanent destruction of municipal biosolids and wastewater residuals is a challenge faced by every municipality, city, county, state, region, and the federal government. This is part of our critical societal infrastructure and affects every American.

Over 16,000 US wastewater treatment facilities generate biosolids that are predominantly land-applied, landfilled, incinerated or otherwise managed, rather than destroyed. Growing concern around the human health effects of PFAS, microplastics, pharmaceuticals, and other persistent contaminants increases the need for viable and sustainable alternatives. As a benchmark, the US EPA has issued draft guidance on managing PFAS in biosolids and is currently accepting public comments.

374Water is building critical foundational infrastructure for the permanent destruction of PFAS and other organic contaminants in biosolids. This growth is anchored by our projects in Orlando, FL; Orange County, CA; St. Cloud, MN; and most recently Olathe, KS, where the Company previously announced an approximately $4.8 million PO for AirSCWO equipment and operations.

We see the opportunity as regional infrastructure: centralized facilities capable of accepting biosolids from multiple wastewater treatment plants. The members of the Southern California Regional Biosolids Coalition alone generate approximately 42,000 dry tons of biosolids annually at an estimated disposal cost of $500 to $1000 disposal cost per dry ton. This is handling, drying, moving, spreading, dumping, not destroying. We forecast competitive pricing and superior outcomes at scale.

Regional facilities can aggregate material from multiple municipalities, creating the potential for larger facilities, higher utilization, and long-term contracted revenue. 374Water intends to pursue federal, state, and other non-dilutive funding alongside municipal, infrastructure and strategic capital to help develop this new class of waste destruction services.

3. HORIZON: Make the Model Global

The opportunities beyond national scale and diversified revenue are vast. Based on our differentiators as a Company and specific to our technology capability, we have targeted replicating WDS for the destruction of both concentrated PFAS wastes and biosolids as a viable and highly demanded service globally.

“Our objective is not simply to sell AirSCWO systems at home or around the world,” Bogar said. “We want to replicate the business model we are establishing in the United States globally. Depending on geography, that could mean 374Water-owned facilities, licensing agreements, or joint ventures and strategic partnerships. Every market works a little differently, but we are finding that the basic need is the same – destroy organic contaminants for the sake of human health, for good.”

This approach is designed to leverage 374Water’s technology, intellectual property, proprietary data and operating expertise while also leveraging partners’ capital, infrastructure, customers and local market knowledge to maximize shareholder returns.

“We don’t have to own every facility or self-fund every deployment,” Bogar said. “We need to own and continually advance the technology and knowledge that create value. The right partners can help us scale faster and more efficiently. Our vision is straightforward. Prove the WDS model. Prove the regional biosolids model. Then meet global demand.”

About 374Water

374Water Inc. (NASDAQ:SCWO) is a cleantech and environmental services company deploying supercritical water oxidation technology for the destruction of organic waste streams within the industrial, municipal, and federal markets. 374Water’s AirSCWO technology is designed to efficiently destroy and mineralize a broad spectrum of nonhazardous and hazardous organic wastes, producing safe dischargeable water streams, safe mineral effluent, safe vent gas, and recoverable heat energy. 374Water’s AirSCWO technology has the potential to assist its customers to meet discharge requirements, reduce or eliminate disposal costs, remove bottlenecks, and reduce litigation and other risks. 374Water continues to be a leader in innovative waste treatment solutions, dedicated to creating a greener future and eradicating harmful pollutants. Learn more by visiting www.374water.com.

Forward-Looking Statements

Certain statements in this communication are “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, as amended. Words such as “anticipate,” “believe,” “confidence,” “could,” “design,” “estimate,” “expect,” “intend,” “may,” “plan,” “predict,” “project,” “potential,” or other comparable terminology are intended to identify forward-looking statements. 374Water has based these forward-looking statements on its current expectations, assumptions, estimates, beliefs, and projections. While 374Water believes these expectations, assumptions, estimates, and projections are reasonable, such forward-looking statements are only predictions and involve known and unknown risks and uncertainties, many of which involve factors or circumstances that are beyond the 374Water’s control. These forward-looking statements are subject to risks and uncertainties, including those discussed under “Risk Factors” in 374Water’s Form 10-K for the year ended December 31, 2025, and in 374Water’s subsequent filings and reports with the SEC. The forward-looking statements herein are made only as of the date they were first issued, and unless otherwise required by laws, 374Water disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.

Investor Relations Contact

Belton Copp
Vice President
Direct: 401-419-1545
Belton.Copp@374water.com
www.374Water.com

Additional Contact:

David Shapiro
B2i Digital, Inc.
+1 212-579-4844
david@b2idigital.com

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In its second-quarter 2026 investor letter, American Century Investments Focused Dynamic Growth Fund highlighted Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) as a newly added position. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is a biotechnology company that develops and commercializes medicines to treat various diseases. On September 08, 2026, Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) closed at $810.31 per share, reflecting a market capitalization of $83.43 billion. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) posted a one‑month return of 0.19%, while its shares gained 43.84% over the past 52 weeks.

American Century Investments Focused Dynamic Growth Fund stated the following regarding Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) in its Q2 2026 investor letter:

“Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN). We’ve been long-time holders of Regeneron because of what we believed was the strength of its research platform. However, we continued to be disappointed by sluggish commercialization efforts for its macular degeneration treatment. We now believe the stock has limited appreciation potential and preferred to redeploy cash to other investments that we thought were more attractive.”

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Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 63 hedge fund portfolios held Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) at the end of the second quarter, down from 72 in the previous quarter. While we acknowledge the potential of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) and Harbor Mid Cap Value Fund’s bullish views on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

You can download the American Century Investments Focused Dynamic Growth Fund investor letter here.

In its second-quarter 2026 investor letter, Alphyn Capital Management highlighted Brookfield Corporation (NYSE:BN). Brookfield Corporation (NYSE:BN), a leading alternative asset manager and holding company, contributed 0.50% to the portfolio’s performance this quarter. On September 08, 2026, Brookfield Corporation (NYSE:BN) closed at $39.27 per share, reflecting a market capitalization of $87.79 billion. Brookfield Corporation (NYSE:BN) posted a one‑month return of -13.19%, while its shares lost 13.21% over the past 52 weeks.

Alphyn Capital Management stated the following regarding Brookfield Corporation (NYSE:BN) in its Q2 2026 investor letter:

“Brookfield Corporation (NYSE:BN) continues to compound intrinsic value through a widening base of permanent and semi-permanent capital. Fee-bearing capital rose to approximately $614 billion, and distributable earnings exceeded expectations, while two corporate actions advanced the simplification thesis. First, the Just Group acquisition closed in April, lifting insurance assets toward $180 billion. Second, management proposed a full combination of the corporation with its wealth-solutions entity, subject to a shareholder vote in July, which would place the permanent-capital base fully behind the insurance operations.

The company continued repurchasing shares at what it regards as roughly a 40% discount to intrinsic value and holds a record amount of deployable capital across a broad reinvestment runway. That opportunity became more tangible at quarter-end, when Brookfield’s asset-management arm expanded its financing framework with Bloom Energy from $5 billion to $25 billion to finance rapidly deployable onsite power for AI data centers. Brookfield’s capabilities across power and digital infrastructure leave it particularly well positioned for the investment required to expand AI capacity.”

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Brookfield Corporation (NYSE:BN) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 43 hedge fund portfolios held Brookfield Corporation (NYSE:BN) at the end of the second quarter, down from 47 in the previous quarter. While we acknowledge the potential of Brookfield Corporation (NYSE:BN) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we noted that Brookfield Corporation (NYSE:BN) is planning to expand its investments in AI and Nuclear Power following a strong quarter. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

In its second-quarter 2026 investor letter, Alphyn Capital Management highlighted AnaptysBio, Inc. (NASDAQ:ANAB) as a newly added position. AnaptysBio, Inc. (NASDAQ:ANAB) is a clinical-stage biotechnology company focusing on immunology therapeutics for autoimmune and inflammatory diseases. On September 08, 2026, AnaptysBio, Inc. (NASDAQ:ANAB) closed at $56.60 per share, reflecting a market capitalization of $1.68 billion. AnaptysBio, Inc. (NASDAQ:ANAB) posted a one-month return of -0.67%, while its shares gained 272.75% over the past 52 weeks.

Alphyn Capital Management stated the following regarding AnaptysBio, Inc. (NASDAQ:ANAB) in its Q2 2026 investor letter:

“AnaptysBio, Inc. (NASDAQ:ANAB) is a special-situation investment initiated late in the quarter. Following an April separation that moved its clinical pipeline into a new company, AnaptysBio became a stripped-down royalty business with fewer than ten employees and less than $10 million in expected annual expenses. Its principal asset is a royalty on Jemperli, a cancer drug developed and sold by GSK. The royalty begins at 8% and rises to 25% on annual sales above $2.5 billion. Jemperli generated more than $1.1 billion in sales in 2025, and GSK has set a target of more than $2.7 billion.

AnaptysBio argued that GSK was required to pursue the “optimal commercial return” for Jemperli but instead favored combinations involving Merck’s competing drug, Keytruda. AnaptysBio had previously prevailed in a related dispute, winning significant improvements in its royalty rate as compensation. In April, the Delaware court also dismissed a GSK counterclaim that could have cut the royalty rate in half, leaving me more confident that the situation offered mostly upside optionality with limited downside risk.

At my purchase price of approximately $59.50, I believed the value of AnaptysBio’s contracted future royalties, together with its net cash and authorized share-repurchase program, supported a value of $55 to $65 per share if nothing changed. Against that base case, I estimated that a settlement or ruling that strengthened GSK’s commercialization obligations or improved AnaptysBio’s royalty economics supported values of roughly $70 to $105 per share. The trial was scheduled to begin on July 14, so a relatively quick resolution could be expected.”

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AnaptysBio, Inc. (NASDAQ:ANAB) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 34 hedge fund portfolios held AnaptysBio, Inc. (NASDAQ:ANAB) at the end of the second quarter, compared to 33 in the previous quarter. While we acknowledge the potential of AnaptysBio, Inc. (NASDAQ:ANAB) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed AnaptysBio, Inc. (NASDAQ:ANAB) and shared Greenhaven Road Capital’s views on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

In its second-quarter 2026 investor letter, Alphyn Capital Management highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V), a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On September 08, 2026, Visa Inc. (NYSE:V) closed at $368.64 per share, reflecting a market capitalization of $688.27 billion. Visa Inc. (NYSE:V) posted a one‑month return of 2.57%, while its shares gained 9.03% over the past 52 weeks.

Alphyn Capital Management stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor letter:

“Visa Inc. (NYSE:V) is a new position and what I hope will be a good example of the durable compounder framework outlined above. It is frequently thought of simply as a consumer finance business; in fact it is the critical technology infrastructure layer for global electronic payments. The core thesis rests on the widening gap between front-end simplicity and back-end complexity. While the consumer experiences a frictionless tap or click, the back end requires instantaneous, cross-border coordination of authorization, fraud prevention, settlement, tokenization, and risk management among competing banks, merchants, and processors. That complexity is where the moat resides.

The defense mechanism protecting this moat is simultaneity. To displace Visa, a challenger cannot simply offer cheaper routing; it must simultaneously replicate a global base of issuing banks, acquiring merchants, and cardholders, alongside the necessary regulatory approvals and decades of tested technological reliability. Because Visa does not put its own balance sheet behind cardholder credit risk, it operates as a high-margin toll booth on global nominal GDP, resulting in exceptional returns on invested capital…” (Click here to read the full text)

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Visa Inc. (NYSE:V) ranks 9 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. As per our database, 194 hedge fund portfolios held Visa Inc. (NYSE:V) at the end of the second quarter, which was 181 in the previous quarter. While we acknowledge the potential of Visa Inc. (NYSE:V)  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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed Visa Inc. (NYSE:V) and shared Baron Financials ETF’s insights on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

In its second-quarter 2026 investor letter, Alphyn Capital Management highlighted Amazon.com, Inc. (NASDAQ:AMZN), which contributed 1.15% to portfolio performance this quarter. Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On September 08, 2026, Amazon.com, Inc. (NASDAQ:AMZN) closed at $256.97 per share. Over the past month, Amazon.com, Inc. (NASDAQ:AMZN) declined 3.86%, but its shares are up 11.57% over the past year. Amazon.com, Inc. (NASDAQ:AMZN) has a market capitalization of $2.77 trillion, and its stock has traded within a 52-week range of $196.00 to $287.20.

Alphyn Capital Management stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q2 2026 investor letter:

“Amazon.com, Inc.’s (NASDAQ:AMZN)  structural edge keeps widening. AWS growth reaccelerated to 28 percent, its fastest pace in roughly fifteen quarters, while maintaining nearly 38 percent segment margins. The unit also features a large, growing backlog that includes major AI commitments. This execution is the clearest validation yet that the company’s heavy infrastructure investment is meeting real demand. That investment is now substantial: capital spending is stepping up toward $200 billion this year and will pressure near-term free cash flow, which is the central tension in the name. I continue to view Amazon as a self-funded, multi-legged compounding machine, with AWS and advertising driving the majority of operating income, and I am watching the relationship between that capital spending and its eventual return closely.”

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Amazon.com, Inc. (NASDAQ:AMZN) is in top position on our list of 40 Most Popular Stocks Among Hedge Funds. According to our database, 369 hedge fund portfolios held Amazon.com, Inc. (NASDAQ:AMZN) at the end of the second quarter, compared to 353 in the previous quarter. While we acknowledge the potential of Amazon.com, Inc. (NASDAQ:AMZN) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed Amazon.com, Inc. (NASDAQ:AMZN) and shared Andvari Associates’ views on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

In its second-quarter 2026 investor letter, Alphyn Capital Management highlighted Alphabet Inc. (NASDAQ:GOOG) as a leading performance contributor. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On September 08, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $335.38 per share, reflecting a market capitalization of $4.12 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of -2.04%, while its shares gained 40.00% over the past 52 weeks.

Alphyn Capital Management stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:

“Alphabet Inc. (NASDAQ:GOOG) was the largest contributor this quarter. Operating results were strong: first-quarter revenue grew more than 20 percent, Google Cloud grew over 60 percent with its backlog nearly doubling in the quarter, and the vertically integrated AI stack continued to show up as a tailwind to the core rather than a threat. This stack spans proprietary infrastructure, leading models, and scaled distribution through Search and Android. The most notable development came in June, when Alphabet raised roughly $85 billion of fresh equity and lifted its 2026 capital expenditure guidance toward $180 to $190 billion. The size and suddenness of the raise pressured the shares, though Berkshire Hathaway’s $10 billion participation read as a vote of confidence in the long-term AI economics. I trimmed a portion of the position into strength during the quarter, but it remains a core holding. The central question I am now watching is the return on this extraordinary level of reinvestment.”

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Alphabet Inc. (NASDAQ:GOOG) ranks 7th on our list of 40 Most Popular Stocks Among Hedge Funds. As per our database, 195 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOG) at the end of the second quarter, which was 201 in the previous quarter. While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOG) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed Alphabet Inc. (NASDAQ:GOOG) and shared Hotchkis & Wiley Global Value Fund’s insights on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

You can download a copy of Alphyn Capital Management’s Q2 2026 investor letter here.

In its second-quarter 2026 investor letter, Arauca Capital highlighted VersaBank (NASDAQ:VBNK). VersaBank (NASDAQ:VBNK) is a fully digital bank, operating branchless, that provides a range of banking products and services in Canada and the United States. On September 08, 2026, VersaBank (NASDAQ:VBNK) closed at $22.06 per share. Over the past month, VersaBank (NASDAQ:VBNK) returned 13.13%, and its shares are up 81.71% over the past year. VersaBank (NASDAQ:VBNK) has a market capitalization of $715.16 million, and its stock has traded within a 52-week range of $11.25 to $25.05.

Arauca Capital stated the following regarding VersaBank (NASDAQ:VBNK) in its Q2 2026 investor letter:

“During the period, I initiated a position inVersaBank (NASDAQ:VBNK), a branchless bank founded and still run by David Taylor. VersaBank operates a highly specialised digital business to business model and does not lend directly to consumers. Instead, through what it calls the Structured Receivable Program, it funds point of sale finance companies, the businesses offering financing for things such as HVAC systems, kitchen renovations and commercial equipment.

VersaBank buys the cash flows from these loans, but the credit risk remains with the financing partner. This is the part that initially attracted me because, when investing in a bank, understanding the downside comes first. If a loan becomes 90 days overdue, it automatically returns to the partner. VersaBank also retains a cash holdback as a deposit from each partner, this provides a substantial layer of protection, and according to management, the holdback or deposit is several times larger than what the bank considers a worst-case loss scenario Borrowers in these portfolios do default, of course, VersaBank does not absorb the loss; the financing partner does. This is why the bank has reported zero credit losses throughout the history of the program…” (Click here to read the full text)

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VersaBank (NASDAQ:VBNK) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 6 hedge fund portfolios held VersaBank (NASDAQ:VBNK) at the end of the second quarter, the same as in the previous quarter. While we acknowledge the potential of VersaBank (NASDAQ:VBNK) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

In its second-quarter 2026 investor letter, Arauca Capital highlighted Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On September 08, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $335.38 per share, reflecting a market capitalization of $4.12 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of -2.04%, while its shares gained 40.00% over the past 52 weeks.

Arauca Capital stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:

“Alphabet Inc. (NASDAQ:GOOG) deserves a brief explanation because our exposure combined shares with a long-dated risk reversal. As the share price moved substantially above the call strike in the period, the calls behaved increasingly like a large (in fact very large) synthetic holding and accumulated a substantial unrealised gain. The decision to exit reflected a clear change in the risk profile. Operating results remained strong, with Cloud growing more than 80% and Search around 17%, but capital expenditure was accelerating sharply, the balance sheet had become heavier, and the valuation particularly looking at free cash flow multiples completely changed. At around $370, the margin of safety that existed in the mid-$140/50s was largely gone. With the options also moving closer to expiry, a meaningful fall in the share price could have erased a substantial part of the accumulated gain or the totality of it if spot crosses the strike on the way down. I therefore decided to monetise the derivative position and sell the remaining shares.”

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Alphabet Inc. (NASDAQ:GOOG) ranks 7th on our list of 40 Most Popular Stocks Among Hedge Funds. As per our database, 195 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOG) at the end of the second quarter, which was 201 in the previous quarter. While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOG) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed Alphabet Inc. (NASDAQ:GOOG) and shared Hotchkis & Wiley Global Value Fund’s insights on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

You can download a copy of Arauca Capital’s Q2 2026 investor letter here.

Limassol, Cyprus, September 9th, 2026, FinanceWire

Global multi-asset Forex and CFD broker FP Markets has been granted a Category 5 Licence by the UAE’s Capital Market Authority (CMA), formerly the Securities and Commodities Authority (SCA), adding to the Australian-founded broker’s global regulatory footprint and marking a strategic step into the UAE market.

The licence, held by group entity FP Markets MENA Securities L.L.C. S.O.C., permits the broker to carry out marketing, promotional, and client introduction activities in Dubai and across the Emirates. In recent years, the UAE has drawn growing numbers of brokers, fintechs, and financial services providers looking to operate on more solid regulatory ground as they build out their regional client base.

John Lewis, FP Markets Chief Marketing Officer, stated: ‘Securing a CMA licence is part of FP Markets’ longer-term approach to regulation. Over the past 20 years, each licence we’ve added has built toward the multi-regulated presence we operate today, and the UAE is a natural next step in that. For our clients and partners, this means added security, transparency, and quality of service.’

The licence also underpins a more direct regulatory relationship within the UAE market, on top of FP Markets’ existing multi-jurisdictional oversight. FP Markets holds licences across multiple leading jurisdictions including: the Australian Securities and Investments Commission (ASIC), the Financial Services Authority (FSA) in Seychelles, the Financial Sector Conduct Authority (FSCA) of South Africa, and the Capital Markets Authority (CMA) of Kenya.

FP Markets will continue to expand its regulatory coverage across markets, in conjunction with ongoing investment in its trading infrastructure, technology, and support functions, ensuring that the pace of regulatory growth is matched by the award-winning quality of service the broker offers to clients and partners alike.

About FP Markets

FP Markets is a global, multi-regulated, award-winning broker established in Sydney, Australia in 2005. The broker offers 10,000+ CFD instruments across seven asset classes, available on industry-leading platforms including MetaTrader 4/5, TradingView, and cTrader.

FP Markets’ regulatory presence includes the Australian Securities and Investments Commission (ASIC), the Financial Services Authority (FSA) in Seychelles, the Financial Sector Conduct Authority (FSCA) of South Africa, and the Capital Markets Authority (CMA) of Kenya.

For more information, users can visit www.fpmarkets.com

Contact

CMO
John Lewis
FP Markets
j.lewis@fpmarkets.com

In its second-quarter 2026 investor letter, Octahedron Capital highlighted Carvana Co. (NYSE:CVNA). Carvana Co. (NYSE:CVNA) is a US-based used car retailer that operates an e-commerce platform. On September 08, 2026, Carvana Co. (NYSE:CVNA) closed at $74.72 per share. Over the past month, Carvana Co. (NYSE:CVNA) returned 3.09%, and its shares are up 2.32% over the past year. Carvana Co. (NYSE:CVNA) has a market capitalization of $82.82 billion, and its stock has traded within a 52-week range of $54.46 to $97.38.

Octahedron Capital stated the following regarding Carvana Co. (NYSE:CVNA) in its Q2 2026 investor letter:

“In a world dominated by AI headlines, it is easy to forget that there are potentially excellent investments, such as Carvana Co. (NYSE:CVNA), available in the public market these days. Our investors might also remember that we interviewed Carvana CEO, Ernie Garcia, at our 2025 LP meeting. Carvana is a top five position for Octahedron as of August 31st, (that also include Intel, Nubank, Meta and Amazon). The story of Carvana has always been simple: The company is disrupting a ~$1T used car industry in the US, fixing a broken experience, building a scaled machine and winning share in a fragmented industry digitizing one of the last remaining areas of retail that has not been well penetrated by e-commerce. We have scaled up the position in Carvana over the last 6 months because we believe missteps in execution from 2H25 are now mostly remedied, which is now leading to a re-acceleration in unit growth as well as a recovery in profitability.

Our thesis is as follows: 1. All-time low labor hours per unit of refurbishment: Carvana is achieving this with new in-house technology around employee shift scheduling and overtime management, as well as centralizing many planning functions that needed to be done on-site. In addition, the in-house training program has cross trained many employees who provide flexibility across multiple functions in the inspection and reconditioning centers (“IRCs”). This should lead to higher retail gross profit per unit (“Retail GPU”)…” (Click here to read the full text)

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Carvana Co. (NYSE:CVNA) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 87 hedge fund portfolios held Carvana Co. (NYSE:CVNA) at the end of the second quarter, compared to 79 in the previous quarter. While we acknowledge the potential of Carvana Co. (NYSE:CVNA) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed Carvana Co. (NYSE:CVNA) and shared Optimist Fund’s views on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

You can download a copy of Octahedron Capital’s Q2 2026 investor letter here.

In its second-quarter 2026 investor letter, Baron Generational Growth Fund highlighted Arch Capital Group Ltd. (NASDAQ:ACGL), an insurance company that provides insurance, reinsurance, and mortgage insurance products. On September 08, 2026, Arch Capital Group Ltd. (NASDAQ:ACGL) closed at $95.71 per share, reflecting a market capitalization of $33.47 billion. Arch Capital Group Ltd. (NASDAQ:ACGL) posted a one‑month return of -1.62%, while its shares gained 5.64% over the past 52 weeks.

Baron Generational Growth Fund stated the following regarding Arch Capital Group Ltd. (NASDAQ:ACGL) in its Q2 2026 investor letter:

“We believe that there are two primary sources of this multiple compression. First is a “softening” of the property and casualty (P&C) insurance market, which has negatively impacted the valuations of Arch Capital Group Ltd. (NASDAQ:ACGL) and Kinsale Capital Group, Inc. After several years of consistent and elevated premium increases, premium prices in certain lines have flattened or declined. This is an inevitable but temporary phase of the P&C insurance cycle, as more capital enters the market to chase attractive ROE opportunities. Despite the softening market, both Arch and Kinsale are growing their written premium and book value per share through high returns on equity, market share gains, underwriting discipline, and attractive capital allocation strategies. We are confident that as the cycle inevitably turns again, premium growth will reaccelerate, and both stocks’ multiples will expand.”

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Arch Capital Group Ltd. (NASDAQ:ACGL) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 46 hedge fund portfolios held Arch Capital Group Ltd. (NASDAQ:ACGL) at the end of the second quarter, up from 40 in the previous quarter. While we acknowledge the potential of Arch Capital Group Ltd. (NASDAQ:ACGL) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed Arch Capital Group Ltd. (NASDAQ:ACGL) and shared Madison Large Cap Fund’s views on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

In its second-quarter 2026 investor letter, Baron Generational Growth Fund highlighted Primerica, Inc. (NYSE:PRI). Primerica, Inc. (NYSE:PRI), a financial company that provides financial products and services to middle-income households, contributed 0.74% to the fund’s performance this quarter. On September 08, 2026, Primerica, Inc. (NYSE:PRI) closed at $290.33 per share. Over the past month, Primerica, Inc. (NYSE:PRI) declined 6.60%, but its shares are up 7.61% over the past year. Primerica, Inc. (NYSE:PRI) has a market capitalization of $8.94 billion, and its stock has traded within a 52-week range of $230.09 to $327.28.

Baron Generational Growth Fund stated the following regarding Primerica, Inc. (NYSE:PRI) in its Q2 2026 investor letter:

“Shares of life insurance and investment products provider Primerica, Inc. (NYSE:PRI) contributed to performance as rising equity markets improved the outlook for investment sales and asset based fees. The company reported quarterly financial results that exceeded Street expectations, with 9% revenue growth and 19% earnings-per-share growth, reflecting investment products momentum, margin expansion, and share repurchases. We continue to own the stock because we expect earnings growth to persist, as Primerica provides much-needed financial advice to underserved middle-income households.”

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Primerica, Inc. (NYSE:PRI) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 37 hedge fund portfolios held Primerica, Inc. (NYSE:PRI) at the end of the second quarter, up from 32 in the previous quarter. While we acknowledge the potential of Primerica, Inc. (NYSE:PRI) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we shared that despite Primerica, Inc.’s (NYSE:PRI) strong Q2 headline figures, record investment growth contrasts with a shrinking life insurance sales force. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.

AI and Networking Create a Strong Growth Combination

Hewlett Packard Enterprise Company (NYSE:HPE) posted strong Q3 2026 revenue of $12.2 billion, reflecting a rise of 34% YoY, with GAAP operating profit rising by 464%. While the strength remained broad-based, Cloud & AI and Networking saw strong performances. Cloud & AI revenue went up by 25.4% to $9 billion, thanks to the 35.3% growth in server revenue to $6.8 billion. Networking revenue went up by 74.9% to $2.9 billion, while Data Center Networking revenue more than doubled to $382 million.

Investors seem to have noticed that growth has been translating into profitability. In Q3 2026, non-GAAP operating margin saw an expansion to 16.2% from 8.5% a year prior, while Cloud & AI operating margin touched 17%, reflecting an increase from 7%. The company also upped its FY 2026 revenue-growth outlook to 34% – 37%. Therefore, it expects at least $3.75 billion in FCF.

The demand outlook is another critical tailwind. Orders went up by 42% in Q3 2026, highlighted Truist Securities. This surpasses pro forma revenue growth and builds a backlog, which offers visibility for several quarters ahead.

AI inference and agentic applications can maintain the demand for traditional and AI servers. The company’s networking business could benefit as enterprises upgrade infrastructure to take care of the higher data-center traffic.

Networking Provides Additional Growth Prospects

Hewlett Packard Enterprise Company (NYSE:HPE)’s networking momentum tends to make the company stand apart from companies that are increasingly exposed to servers alone. For instance, Cisco Systems, Inc. (NASDAQ:CSCO) benefits from AI-backed networking demand. However, HPE’s Networking business still provides an additional growth engine, with normalized revenue increasing 10% and orders rising 36% during the quarter. Reported revenue jumped about 75%, largely because of the Juniper acquisition..

Both networking and AI infrastructure can result in cross-selling opportunities as customers build integrated data-center environments. With networking revenue growingand the segment maintaining an operating margin of ~22%, it continues to become an important contributor to growth and profitability.

Truist Securities Raises Price Target

Truist Securities lifted the price objective on Hewlett Packard Enterprise Company (NYSE:HPE)’s stock to $70 from $69, while maintaining a “Buy” rating. The firm lifted its estimates by ~10% – 15%, thanks to Cloud & AI strength, improvement in margins, and an increase in guidance. The firm also anticipates accelerating inference and agentic-AI adoption in order to aid server demand.

High Expectations Can Impact Stock Price

The main risk is whether Hewlett Packard Enterprise Company (NYSE:HPE) could maintain its current pace of growth after the normalization of AI infrastructure demand. Networking growth remains exceptionally strong, leading to difficult comparisons, while supply constraints and the growing mix of lower-margin AI systems could pressure profitability even if demand remains strong. Furthermore, a slowdown in orders can reduce the backlog-driven visibility, which is presently helping the outlook.

Conclusion

Hewlett Packard Enterprise Company (NYSE:HPE)’s strong results imply that AI infrastructure demand has been translating into revenue growth and operating leverage. Amidst expansion in Cloud & AI, with networking offering an additional growth engine, orders increasing by 42% and FCF guidance reaching a minimum of $3.75 billion, the setup seems to be attractive.

Wall Street opines that if AI infrastructure demand continues to persist, the company can continue delivering healthy earnings growth while returning significant cash to shareholders.

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While we acknowledge the potential of HPE 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years

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In its second-quarter 2026 investor letter, Baron Generational Growth Fund highlighted Choice Hotels International, Inc. (NYSE:CHH). Choice Hotels International, Inc. (NYSE:CHH), a multinational hospitality company, contributed 0.77% to the Fund’s performance this quarter. On September 08, 2026, Choice Hotels International, Inc. (NYSE:CHH) closed at $100.01 per share. Over the past month, Choice Hotels International, Inc. (NYSE:CHH) declined 5.24%, but its shares are down 11.09% over the past year. Choice Hotels International, Inc. (NYSE:CHH) has a market capitalization of $78.51 billion, and its stock has traded within a 52-week range of $84.04 to $123.82.

Baron Generational Growth Fund stated the following regarding Choice Hotels International, Inc. (NYSE:CHH) in its Q2 2026 investor letter:

“Global hotel franchisor Choice Hotels International, Inc. (NYSE:CHH) contributed to performance as revenue per available room accelerated throughout the quarter and management highlighted an increase in new hotel contract signings. This momentum should support stronger margins and cash flow and enable the company to step up share repurchases. Choice’s balance sheet also remains solid, with financial leverage below targeted levels. Earnings and cash flow continue to improve, yet the stock still trades at historically low valuation multiples. We believe this disconnect leaves the shares attractive at current levels.”

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Choice Hotels International, Inc. (NYSE:CHH) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 29 hedge fund portfolios held Choice Hotels International, Inc. (NYSE:CHH) at the end of the second quarter, down from 33 in the previous quarter. While we acknowledge the potential of Choice Hotels International, Inc. (NYSE:CHH) 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 benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In another article, we discussed Choice Hotels International, Inc. (NYSE:CHH) and shared Baron Capital’s insights on the company from the previous quarter. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

This article is originally published at Insider Monkey.