Seeking Alpha
06 Aug 2026, 12:13 UTC · 2h ago
Alger Small Cap Focus Fund Q2 2026 Portfolio Review
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
06 Aug 2026, 12:13 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Credo Technology Group is experiencing rapid revenue growth and increasing demand from hyperscale customers. — Strong growth and demand from top-tier cloud providers are primary drivers for valuation increases in the semiconductor and networking sectors.
+0.60Nebius Group and Guardant Health were top contributors to performance during the quarter. — Positive price action suggests bullish investor sentiment, though specific catalysts are not detailed.
+0.30Karman Holdings, GeneDx Holdings, and Forte Biosciences were the top detractors from performance. — Underperformance indicates negative sentiment or missed expectations for these specific names.
-0.30Which stocks this story touches
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Top 1 mover · tap to explore
Positive performance driven by rapid revenue growth and demand from hyperscale customers.
Listed as one of the top contributors to performance.
Listed as one of the top detractors from performance.
Listed as one of the top contributors to performance.
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