Third Point Q2 2026 Investor Letter

Seeking Alpha - Mon, 08/03/2026 - 20:10

Genedx reaffirms 2026 revenue guidance of $475M-$490M while expecting meaningful collection-rate uplift starting in Q4

Seeking Alpha - Mon, 08/03/2026 - 20:00

GeneDx Holdings Corp. 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Mon, 08/03/2026 - 20:00

Okta: The Next Growth Phase May Come From Non-Human Origins

Seeking Alpha - Mon, 08/03/2026 - 19:48

Constellation Energy: A Strong Buy For The Largest Nuclear Fleet

Seeking Alpha - Mon, 08/03/2026 - 19:42

V2X forecasts $4.875B-$5.025B 2026 revenue while targeting ~2x net leverage by year-end

Seeking Alpha - Mon, 08/03/2026 - 19:41

Moving Averages Of The Ivy Portfolio And S&P 500: July 2026

Seeking Alpha - Mon, 08/03/2026 - 19:40

SBA Communications outlines ~600 new tower builds in 2026 while planning to resume buybacks in H2 2026

Seeking Alpha - Mon, 08/03/2026 - 19:33

Petrobras, Ecopetrol make deepwater gas discovery offshore Colombia

Seeking Alpha - Mon, 08/03/2026 - 19:28

Alto Ingredients: Strong Margin Expansion Is Driving Above-Average Earnings Growth

Seeking Alpha - Mon, 08/03/2026 - 19:24

BlackRock Commodity Strategies Fund Q2 2026 Commentary

Seeking Alpha - Mon, 08/03/2026 - 19:20

EPA grants biofuel exemption to Delek refinery, declines HF Sinclair petitions

Seeking Alpha - Mon, 08/03/2026 - 19:11

Trump calls out Exxon and Chevron for 'making too much money'

Seeking Alpha - Mon, 08/03/2026 - 18:55

Advanced Energy expects record Q3 revenue of $640M ± $20M as it raises 2026 growth outlook to low-to-mid 30%

Seeking Alpha - Mon, 08/03/2026 - 18:52

Adeia targets $600M long-term annual revenue as semiconductor opportunity rises to $200M

Seeking Alpha - Mon, 08/03/2026 - 18:40

Snap anticipates Q3 revenue of $1.70B-$1.74B while raising 2026 infrastructure cost outlook to $1.65B-$1.70B

Seeking Alpha - Mon, 08/03/2026 - 18:31

Medifast, Inc. 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Mon, 08/03/2026 - 18:30

Palantir Q2: Patience Is A Virtue

Seeking Alpha - Mon, 08/03/2026 - 18:14

Ultra Clean projects $700M-$750M Q3 revenue and $0.83-$1.03 EPS while targeting $4B run rate capacity by first half of 2027

Seeking Alpha - Mon, 08/03/2026 - 18:10

Jardine Matheson Holdings Limited 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Mon, 08/03/2026 - 18:09

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