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All Articles on Seeking Alpha

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Alger American Asset Growth Fund Q1 2026 Top Contributors And Detractors
2026-05-07 · via All Articles on Seeking Alpha

Summary

  • Western Digital Corporation contributed positively to performance after the company delivered strong fiscal second-quarter results.
  • Nebius Group reported positive adjusted earnings at the group level for the first time.
  • GE Vernova Inc. shares contributed positively to performance supported by a strong fiscal fourth-quarter earnings report.
  • The primary source of investor disappointment was Microsoft Corporation's Azure cloud business.
  • Amazon.com, Inc. shares detracted from performance as the company's fiscal fourth-quarter earnings report revealed plans to invest aggressively in AI infrastructure throughout 2026.

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