Bruker (BRKR) Wagers On Fusion Energy While Wall Street Waits
On September 4, Bruker (NASDAQ:BRKR) said its energy and supercon technologies unit, Bruker Energy & Supercon Technologies (or BEST), had struck a supply collaboration with Luvata...
Insider Monkey Blog
Primerica’s (PRI) Investment Boom Masks A Shrinking Sales Force
On August 5, Primerica (NYSE:PRI) reported second-quarter results that read as two different companies bolted together.
The Next Year Will Define Vaxcyte’s (PCVX) Vaccine Gamble
On August 5, Vaxcyte (NASDAQ:PCVX) reported second-quarter results that read less like a snapshot of today and more like a countdown to a verdict.
Alexandria’s (ARE) Profit Rebound Comes With A Cash Flow Catch
On August 3, Alexandria Real Estate Equities (NYSE:ARE) reported a Q2 2026 net loss of $0.43 per diluted share, narrower than the $0.64 loss posted a year earlier, while first...
Murphy USA (MUSA) Delivers Robust Second-Quarter Earnings on Surging Fuel Margins
On August 5, Murphy USA (NYSE:MUSA) reported second-quarter results that make the case for its unglamorous business model.
Wynn Resorts (WYNN) Doubles Its Profit But Cracks Are Showing
On August 4, Wynn Resorts Limited (NASDAQ:WYNN) reported second quarter 2026 results showing net income more than doubling to $140.1 million from $66.2 million a year earlier, ...
Protagonist (PTGX) Swings To A Profit As Two Drugs Near Blockbuster Status
On August 5, Protagonist Therapeutics (NASDAQ:PTGX) reported second-quarter 2026 results that flipped the company from red ink to a $162.8 million profit, or $2.29 per diluted...
Voya Financial’s (VOYA) Earnings Fell While Its Retirement Business Boomed
On August 4, Voya Financial (NYSE:VOYA) announced its second-quarter 2026 results, and the headline numbers tell an uncomfortable story.
SIGA Tech (SIGA): Profits Drop 65%, But Cash and Special Payouts Remain
On August 6, SIGA Technologies (NASDAQ:SIGA) reported financial results for the three and six months ended June 30, and the numbers tell two very different stories depending on...
TSS Inc. (TSSI) Is Quietly Rewiring Its Business Around AI Data Centers
On August 13, TSS Inc. (NASDAQ:TSSI) reported second-quarter results that look worse on the top line and better underneath it.
OraSure (OSUR) Returns To Profit, But Growth Remains Elusive
On August 5, OraSure Technologies (NASDAQ:OSUR) reported second-quarter 2026 results that included its first GAAP net income in years, a headline number of $6.2 million versus...
enCore Energy’s (EU) Uranium Sales Are Costing More Than They Earn
On August 13, enCore Energy (NASDAQ:EU) reported financial and operating results for the six months ended June 30, and the numbers pull in two directions at once.
Xponential Fitness (XPOF) Swings To A Loss And Cuts Guidance
On August 6, Xponential Fitness (NYSE:XPOF) reported results for the second quarter ended June 30, and the numbers came in well short of where the boutique-fitness franchisor ...
Nvidia’s Hugging Face Deal Is a Hedge against Broadcom’s Custom Silicon Threat
NVIDIA Corporation (NASDAQ:NVDA) has officially committed billions on AI developer platform Hugging Face for a $12.9 billion.
Wall Street Money Is Leaving Just As Atrium’s (RNA) Pipeline Turns Real
On August 13, Atrium Therapeutics (NASDAQ:RNA) reported second-quarter 2026 results that mixed real clinical progress with a familiar biotech question: how long the cash lasts...
AudioCodes (AUDC) Bets Big On Voice AI While Cash Dwindles
On August 4, AudioCodes (NASDAQ:AUDC) reported second-quarter revenue of $63 million, a modest 3.1% increase from $61.1 million a year earlier, and paired the update with a 20...
Adobe’s New CEO Takes Over in December. Is the Open CFO Search the Bigger Risk?
Adobe Inc. (NASDAQ:ADBE)'s CEO search has finally come to an end.
Intel’s AI Tailwinds Are Real. Mizuho Cut the Target Anyway.
On September 3, Mizuho lowered the price target on Intel Corporation (NASDAQ:INTC) to $92 from $109.
These 3 AI Stocks Are Way Off Their Highs. Is the Pullback a Buying Opportunity?
Vertiv, Applied Optoelectronics, and Innodata entered September well below their 2026 highs despite strong operating growth.
Michael Burry Says He Sold Alibaba, Calling It Pricey Before $10.2 Billion Share Sale
Michael Burry, the investor famous for his subprime mortgage bets detailed in "The Big Short," said on August 23 that he has sold his stake in Alibaba Group Holding Limited (NYSE...
AI Hardware Rallied While Adobe and Palantir Sank. Which Side Is Right?
September 4 delivered a stark rotation. Memory, connectivity, chip-equipment, and power stocks rallied while Adobe fell 6.7% and Palantir dropped 4.5%.
DA Davidson Assigns Buy Rating to Everus Construction (ECG) Based on Accretive M&A and Bookings Strength
On August 21, Kurt Yinger from DA Davidson initiated his coverage of Everus Construction Group Inc.
AI-Enabled Equipment Agent Bodes Well for United Rentals (URI)
United Rentals Inc.’s (NYSE:URI) AI-enabled Equipment Agent facilitates customers within the equipment rental industry in comparing and selecting equipment and machinery in ...
EPAM Systems (EPAM) Turns To Cybersecurity As Core Growth Cools
On August 25, EPAM Systems (NYSE:EPAM) announced a partnership with Wiz, the cloud and AI security platform now owned by Google Cloud, joining the Wiz Partner Alliance to help...
Everus (ECG) Bets $295M On Modular Construction’s Future
On September 1, Everus Construction Group (NYSE:ECG) completed a $295 million cash acquisition of Epsilon Industries, a maker of prefabricated mechanical and electrical systems...
Southwest Gas’s (SWX) Pipeline Bet Just Got $600M Bigger
On August 5, Southwest Gas Holdings (NYSE:SWX) reported second quarter results for the period ended June 30 and reaffirmed its full year 2026 guidance.
Magnolia Oil & Gas (MGY) Doubles Profits While Betting Big On Growth
On August 5, Magnolia Oil & Gas (NYSE:MGY) reported second-quarter results that more than doubled profits and cash generation from a year earlier, all while the company was in...
Installed Building Products (IBP) Grows Revenue While Margins Quietly Slip
On August 6, Installed Building Products (NYSE:IBP) reported second-quarter results that told two different stories at once.
Freedom Broker Turns Bullish on Argan (AGX) After Record Quarter
On September 2, Argan, Inc. (NYSE:AGX) reported strong results for its second quarter of fiscal year 2027.
The S&P 500 Fell, but These 2 AI Memory Stocks Exploded Higher
Wall Street delivered a sharp split on September 4.
These 2 AI Storage Stocks Soared as the S&P 500 Fell
Seagate gained 6.3% and Western Digital rose 5.9% on September 4 even as the S&P 500 fell 0.4%.
Nvidia Barely Moved. These 2 AI Connectivity Stocks Jumped More Than 7%
Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%.
Casella’s (CWST) Growth Machine Is Outrunning Its Own Profits
On August 6, Casella Waste Systems (NASDAQ:CWST) reported second-quarter revenue of $543.7 million, up 16.9% from a year earlier, alongside guidance that was raised on the top...
Two Chip-Equipment Stocks Just Crushed Nvidia. Is the AI Rally Broadening?
KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia's 0.8% move. The stocks do not sell accelerators.
Jim Cramer Explains Why He Is Avoiding Big Predictions on Rocket Companies (RKT)
During the lightning round on September 2, a caller mentioned that Rocket Companies, Inc.
Snowflake (SNOW)’s AI Flywheel Transitions into a Growth Engine
Snowflake Inc. (NYSE:SNOW) continues to demonstrate that enterprise AI adoption is capable of expanding rather than disrupting its data-platform opportunity.
Clear Secure’s (YOU) Profits Are Soaring While Growth Signals Cool
On August 5, Clear Secure (NYSE:YOU) reported second-quarter results that hit almost every mark investors watch: revenue, bookings, margins, and cash flow all moved in the right...
Valaris (VAL) Swings Back to Profit, but Middle East Costs Linger
On August 5, Valaris Limited (NYSE:VAL) reported second-quarter results that swung from a first-quarter loss to a real profit, even as the company kept paying extra to operate...
Management Reiterates Optimistic FY26 Guidance for Intuitive Machines (LUNR)
On August 18, Austin Moeller from Canaccord Genuity reiterated his Buy rating for Intuitive Machines (NASDAQ:LUNR).
Profits Slide At Red Rock Resorts (RRR) Even As Dividends Hold
On August 4, Red Rock Resorts (NASDAQ:RRR) reported second-quarter results for the period ended June 30, and nearly every headline number moved in the wrong direction.
AerCap Holdings (AER) Inspires Confidence with 100th Boeing 787 Delivery
AerCap Holdings N.V.
Extended Strategic Agreements to Support Management’s Full-Year 2026 Guidance Raise for ATI Inc. (ATI)
During the second quarter earnings announcement, ATI Inc. (NYSE:ATI) management raised its full-year guidance for 2026.
Jim Cramer Shares His Playbook for Buying Applied Materials (AMAT)
On September 1, when a caller mentioned that they purchased Applied Materials, Inc.
Lululemon (LULU) Struggles as Analysts Cut Targets, But Is the Story Over?
On September 4, UBS cut its price target on lululemon athletica inc.
Why Gabelli’s Global Content & Connectivity Fund Likes Rogers Communications (RCI)
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Why Gabelli’s Global Content & Connectivity Fund Likes T-Mobile US (TMUS)
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Why Anterix (ATEX) Surged 169.6% in Q2, According to Gabelli
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Why Gabelli’s Global Content & Connectivity Fund Likes Alphabet (GOOGL)
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Broadcom (AVGO) AI Revenue Soars, But Wall Street Wants More
On September 2, Broadcom Inc. (NASDAQ:AVGO) reported strong financial results for its third quarter of fiscal year 2026, driven by continued strength in AI-related demand.
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