Can Medtronic’s (MDT) Core Units Keep Up With Management’s New Bets?
Medtronic plc’s (NYSE:MDT) investment thesis rests on accelerating growth across its key innovation platforms.
Insider Monkey Blog
Immunovant (IMVT): One Trial Failure Doesn’t Break the Bull Case
We all have bad days. Immunovant, Inc. (NASDAQ:IMVT) had its latest bad day on September 23 after a clinical-trial setback, sending the shares lower.
Ligand (LGND)-AvenCell Deal: Most of the Funding Is Tied to Milestones
Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) is building a business model that differs from that of many drug developers.
Aurora Innovation (AUR): What Could Drive AUR Higher or Lower From Here?
Aurora Innovation, Inc.
Can Credo Technology (CRDO) Turn 1.6T Optical Transceivers Into Its Next AI Growth Driver?
Credo Technology Group Holding Ltd (NASDAQ:CRDO) just broadened its ZeroFlap (ZF) optical transceiver offerings with a new 224G-based lineup.
Foldables, AI Servers and India Expansion: What Lies Ahead for Apple (AAPL) Under the New CEO?
Jim Cramer recently labelled Apple Inc. (NASDAQ:AAPL) as a standout performer, reflecting on the company’s product focus under the leadership of new CEO, John Ternus.
What Lies Ahead for Micron (MU) in the Upcoming Fourth Quarter Report?
Investor attention turns to Micron Technology Inc.’s (NASDAQ:MU) scheduled fourth quarter fiscal 2026 announcement on September 30.
Is Walmart’s (WMT) Digital Transformation Paying Off?
Consensus sentiment around Walmart Inc.
Buybacks, Balance Sheet Strength and Portfolio Strategy in Focus for Shell (SHEL)
The second quarter of 2026 was the 19th back-to-back quarter where Shell plc (NYSE:SHEL) announced a share repurchase of at least $3 billion.
AI Pivot Can Give Okta (OKTA)’s Growth Engine a Second Gear
Wall Street experts believe that Okta, Inc.
Will SanDisk (SNDK) Ride the Next Wave of AI-Driven NAND Demand?
SanDisk Corporation (NASDAQ:SNDK) is positioned to benefit from the rapid expansion of AI infrastructure as hyperscalers increase spending on training and inference workloads.
What Catalysts Could Drive Qualcomm (QCOM)’s Stock Higher or Lower?
Qualcomm Incorporated (NASDAQ:QCOM) is increasingly focused on the premium smartphone market, where consumers tend to have greater purchasing power.
Is Alibaba (BABA)’s AI Investment Strategy Sustainable?
Alibaba Group Holding Limited (NYSE:BABA) is stepping up its artificial intelligence ambitions with a new AI accelerator that the company describes as China’s most powerful.
Beyond the Sell‑Off: Why Paychex (PAYX)’s PEO Engine Still Matters
Paychex, Inc. (NASDAQ:PAYX) may have been unfairly punished after its stock fell more than 5% following its fiscal first-quarter 2027 results.
Is Tenet Healthcare Corporation (THC) A Solid Play on Expanding Ambulatory Business?
Tenet Healthcare Corporation (NYSE:THC) is increasingly relying on its ambulatory business as an important driver of growth, combining favorable long-term outpatient trends with...
Paychex (PAYX) Beats EPS Estimates, But Slow Growth Weighs on Shares
Paychex, Inc. (NASDAQ:PAYX) fell despite reporting impressive fiscal 2027 Q1 results on September 23.
Foundayo’s Early Growth Is Raising Lilly (LLY)’s Revenue Expectations. But Can It Outrun Pricing Pressure?
Eli Lilly and Company (NYSE:LLY) received a modest price target raise on September 18 from Guggenheim.
Intuit (INTU) Is Getting Existing Customers to Spend More. Now It Needs More Customers
At its fiscal 2027 investor day on September 17, Intuit Inc. (NASDAQ:INTU) outlined plans to rebuild its customer acquisition engine.
IonQ (IONQ) Just Landed Nvidia Less Than 2 Years After Jensen Huang’s 30-Year Quantum Warning
Some may recall that in January 2025, Nvidia CEO Jensen Huang predicted a long wait, up to 30 years, for “very useful” quantum computers.
General Mills (GIS) Beats Q1 Estimates, But Its Growth Problem Remains
General Mills, Inc.
Fastly (FSLY) Is Getting More Interesting. Meta’s Muse Is Part of the Reason
Fastly, Inc. (NASDAQ:FSLY) is seeking to become more than a content delivery network.
Micron (MU) Trades at Just 6.5x Forward Earnings. RBC Says SCAs Could Change That
RBC Capital believes the market is not fully recognizing how Strategic Customer Agreements (SCAs) could change Micron Technology, Inc. (NASDAQ:MU)’s earnings profile.
Coinbase (COIN) Gets a Path to Tokenized Stocks in the US. But Can It Turn That Into Revenue?
On September 17, the SEC approved a temporary framework for trading tokenized US equities. Called the Innovation Exemption, this framework could give Coinbase Global, Inc.
Oracle vs. Alphabet: Which AI Cloud Stock Is the Better Buy?
Oracle Corporation (NYSE:ORCL) and Alphabet Inc.
Eli Lilly (LLY) vs. Novo Nordisk (NVO): Has the GLP-1 Race Changed the Moat?
Eli Lilly and Company (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) were once viewed as the two big winners of the GLP-1 boom.
Halliburton (HAL) Enters Venezuela’s Oil Revival with Two New Deals
Halliburton Company (NYSE:HAL) announced on September 21 that it had signed memorandums of understanding with Brazilian energy company Eneva and Venezuelan engineering firm WESCA...
TotalEnergies (TTE) is Back in Venezuela- Could this Deal Unlock Fresh Oil Growth?
TotalEnergies SE (NYSE:TTE) is laying the groundwork for a potential return to Venezuela after signing a memorandum of understanding with the country’s government on September...
Is Tesla’s (TSLA) Stock Really Priced Like a Car Company?
Tesla, Inc. (NASDAQ:TSLA)'s stock has been choppy over the last five years, with the stock falling 6% since November 2021.
Goldman Sachs Bets this Refining Stock Will Soar Past its Record High
Marathon Petroleum Corporation (NYSE:MPC) has surged by over 143% since the beginning of 2026, driven by an extraordinary spike in global refining margins as the ongoing geopolitical...
Truist Adds Fresh Fuel to Targa’s (TRGP) Growth Story. Is There More Upside Ahead?
Targa Resources Corp. (NYSE:TRGP) has been on a strong run this year, posting gains of almost 55% since the beginning of 2026.
Petrobras (PBR) Takes its Oil Hunt to Ivory Coast: Is Another Major Oil Play Taking Shape?
Petróleo Brasileiro S.A.
NVIDIA (NVDA) vs. Broadcom (AVGO): Which AI Chip Stock Has the Stronger Moat?
NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) have both been beneficiaries of the AI boom.
Shell (SHEL) is Eyeing a Massive LNG Expansion in Canada: Could this Be its Next Big Move?
A Reuters report on September 17 revealed that Shell plc (NYSE:SHEL) and its partners in the LNG Canada export project could reach a final investment decision on its Phase ...
TotalEnergies (TTE) Eyes a Bigger $16 Billion Bet on Iraq: Could this Unlock More Growth?
A Reuters report on September 14 indicated that TotalEnergies SE (NYSE:TTE) and Iraq’s government have agreed to discussions on energy projects in the country.
Are Investors Too Worried About Netflix’s (NFLX) Growth?
Netflix, Inc. (NASDAQ:NFLX) has spent much of 2026 under pressure as investors are beginning to wonder whether the company's growth will slow.
Celanese (CE) Announces Chemical Price Increases. Can Margins Improve?
Celanese Corporation (NYSE:CE) announced price increases across four acetyl products on September 21, effective immediately or as contracts and other commitments permit.
Visa (V): Is Its Economic Moat Strong Enough to Last?
Visa Inc. (NYSE:V) is one of the world's most recognizable brands. But its real advantage is much harder to replicate: its network effect.
Clearwater Paper (CLW) Refinances Debt Through 2031. Does More Time Mean a Stronger Balance Sheet?
Clearwater Paper Corporation (NYSE:CLW) disclosed in a September 21 filing that it signed a new credit agreement on September 18.
Old Dominion (ODFL) Announces a Rate Increase. Can it Keep Customers?
Old Dominion Freight Line, Inc. (NASDAQ:ODFL) announced on September 21 a 4.9% general rate increase effective October 5, 2026.
Can Caterpillar (CAT) Keep Growing as Construction Slows? AI May Hold the Key
Caterpillar Inc. (NYSE:CAT) has delivered strong growth this year, and that is reflected in the stock, which has jumped by 37% year-to-date.
BrightSpire Capital (BRSP) Prices $960 Million Financing Deal. Can Lending Returns Improve?
BrightSpire Capital, Inc.
ABIVAX (ABVX) Uses More Cash. Can its Funding Cover a Potential Launch?
ABIVAX Société Anonyme (NASDAQ:ABVX) reported first-half 2026 operating cash use of €102.5 million on September 21, up from €66.6 million a year earlier.
Alkermes (ALKS) Reports Early ADHD Drug Results. Can a Larger Trial Show it Works?
Alkermes plc (NASDAQ:ALKS) reported on September 21 that adults receiving the investigational oral drug ALKS 7290 showed improved symptoms of attention-deficit hyperactivity disorder...
Bio-Techne (TECH) Shareholders Approve the Merck KGaA Takeover and Reject the Pay Package
Bio-Techne Corporation (NASDAQ:TECH) shareholders voted on September 23 to approve the company's acquisition by Merck KGaA of Darmstadt, Germany.
TC Energy (TRP) Signs Pipeline Sale. Can Reinvestment Replace Cash Flow?
TC Energy Corporation (NYSE:TRP) announced on September 21 that it agreed to sell Energía Occidente de México, which owns the Guadalajara-Manzanillo pipeline, to affiliates ...
Elemental Royalty (ELE) Signs $290M Deal. Will Added Cash Flow Justify the Cost?
Elemental Royalty Corporation (NASDAQ:ELE) announced definitive agreements on September 21 to acquire five streams and royalties from Orion-managed funds for US$290 million.
Duke Energy (DUK) Hits a 52-Week Low as the 30-Year Treasury Reaches a 2004 High
Duke Energy Corporation (NYSE:DUK) closed at $113.23 on September 24, within a few cents of its lowest level in a year. Nothing went wrong at the company.
Cue Biopharma (CUE) Reports Hives Drug Results. Can Longer Relief Set it Apart?
Cue Biopharma, Inc. (NASDAQ:CUE) reported positive Phase 2 results for CUE-221 on September 20.
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