12+ hour, 41+ min ago   (230+ words) Number of Hedge Fund Holders: 119 Salesforce, Inc. (NYSE:CRM) and the US Army reached an agreement on January 26, which will enable the company to improve the Pentagon's data analytics capabilities and deploy AI agents. It is an indefinite-delivery, indefinite-quantity (IDIQ)…...

1+ day, 18+ hour ago   (1249+ words) Meridian Funds, managed by ArrowMark Partners, released its "Meridian Contrarian Fund" fourth-quarter 2025 investor letter. U.S. Meridian Funds, managed by ArrowMark Partners, released its "Meridian Contrarian Fund" fourth-quarter 2025 investor letter. U.S. equity markets experienced a quarter supported by optimism around potential monetary easing…...

3+ day, 9+ hour ago   (248+ words) Apis Capital Advisors" Apis Flagship Fund released its Q4 2025 investor letter. Apis Flagship Fund delivered strong performance in the fourth quarter of 2025, with the Fund up 10.0% net for the quarter and gaining 55.1% for the full year, significantly outperforming the MSCI ACWI…...

3+ day, 9+ hour ago   (205+ words) Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q4 2025 investor letter. In Q4 2025, the Polen Focus Growth strategy delivered a -1.37% gross return, underperforming the Russell 1000 Growth Index (+1.12%) and the S&P 500 (+2.66%), as concentrated mega'cap leadership and AI valuation concerns drove…...

4+ day, 22+ hour ago   (284+ words) Cloudflare, Inc. (NYSE:NET) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Citizens analyst Trevor Walsh reiterated a Market Outperform rating on the stock with a $270.00 price target. According to the firm, new agentic AI-driven traffic…...

6+ day, 19+ hour ago   (202+ words) Astro would remain open source to ensure long-term growth and development of the project under Cloudflare, Inc. (NYSE:NET)s stewardship. On January 13, UBS reduced its'price objective on Cloudflare, Inc. (NYSE:NET)s stock to $210 from $245, while keeping a "Neutral…...

1+ week, 15+ min ago   (1336+ words) Cloudflare, Inc. (NYSE:NET) is one of the Best Cybersecurity Stocks to Buy in 2026. Wall Street is bullish on the stock, with analysts" 12-month price targets reflecting more than 50% upside from the current level. Recently, on January 21, Gregg Moskowitz from…...

1+ week, 52+ min ago   (163+ words) Riverwater Partners, an investment management company, released its "Small Cap Strategy" Q4 2025 investor letter. The Strategy underperformed the Russell 2000 Index during the fourth quarter as well as in FY2025. The stock selection drove the underperformance of the Strategy in the quarter. The…...

1+ week, 2+ day ago   (236+ words) Fred Alger Management, an investment management company, released its "Alger Weatherbie Specialized Fund" fourth-quarter 2025 investor letter. The fund focuses on investing in a portfolio of 50 small and mid-cap companies with promising growth potential. The US equity market ended the fourth…...

1+ week, 2+ day ago   (227+ words) Fred Alger Management, an investment management company, released its "Alger Small Cap Focus Fund" fourth-quarter 2025 investor letter. The US equity market ended the fourth quarter on a strong note, with the S&P surging 2.7%, maintaining its steady upward momentum. Investors…...