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.
Insider Monkey Blog
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.
Costco (COST) vs Walmart (WMT): Which is a Better Stock to Buy?
Costco Wholesale Corporation (NASDAQ:COST) reported fourth-quarter results on September 24. Earnings came in at $6.75 a share against a consensus near $6.55.
AnaptysBio (ANAB) Reports a Tax-Driven Profit. When Will Royalties Fund Shareholder Returns?
AnaptysBio, Inc. (NASDAQ:ANAB) reported $176.4 million of income from continuing operations for the six months ended June 30 in results released September 21.
Innventure (INV) Targets Cost Cuts. Can its Data-Center Cooling Bet Ease Cash Pressure?
Innventure, Inc. (NASDAQ:INV) announced on September 21 that it is concentrating on Accelsius while reducing parent-company expenses.
Reddit (RDDT) vs Snap (SNAP): Which is a Better Stock to Buy?
Reddit, Inc. (NYSE:RDDT) and Snap Inc. (NYSE:SNAP) are both selling advertising against an audience that did not exist twenty years ago, and both have been punished this year.
Oracle (ORCL) Says Ellison Canceled a Plan to Sell Up to $7.5 Billion in Shares. Does it Change the Investment Case?
On September 12, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) co-founder and executive chairman Larry Ellison canceled a plan to sell up to 50 million Oracle shares...
Tesla (TSLA) Sets an October 1 Roadster Unveiling. Can the Long-Delayed Car Restore Confidence?
On September 13, 2026, Reuters reported that Tesla, Inc.
What is Charles Schwab’s (SCHW) Economic Moat, and is it Widening or Narrowing?
The Charles Schwab Corporation (NYSE:SCHW) closed at $99.49 on September 24, well below the $114 it reached earlier in the year.
Tesla (TSLA) Gains U.S. EV Share as its Sales Fall. Can it Protect Automotive Margins?
On September 12, 2026, the Wall Street Journal reported that Tesla, Inc. (NASDAQ:TSLA)'s share of the U.S.
What is Salesforce’s (CRM) Economic Moat, and is it Widening or Narrowing?
Salesforce, Inc. (NYSE:CRM) closed at $238.22 on September 24. The company is worth about $195.53 billion and trades near twenty-one times earnings.
Boeing (BA) Reaches a Tentative Deal with Engineers. Will Higher Pay Help it Avoid a Strike?
On September 11, 2026, Reuters reported that The Boeing Company (NYSE:BA) and the Society of Professional Engineering Employees in Aerospace reached a tentative four-year contract...
Pfizer (PFE) Targets Air Traffic Fees Over Unpaid Vaccines. Can it Turn a Court Win Into Cash?
On September 13, 2026, the Wall Street Journal reported that Pfizer Inc.
Apple (AAPL) Plans a Health App Overhaul. Can Better Insights Boost Device Sales?
On September 9, 2026, the Wall Street Journal reported that Apple Inc. (NASDAQ:AAPL) is undertaking a major overhaul of its Health app and Apple Watch strategy.
HSBC Upgrades Dollar General (DG) and Lifts its Target to $160
Dollar General Corporation (NYSE:DG) was upgraded from Hold to Buy at HSBC on September 24. Analyst Daniela Bretthauer raised her price target to $160 from $125.
Alphabet (GOOGL) Faces Gemini Security Questions. Could AI Agents Raise its Risks?
On September 18, 2026, Reuters reported that Alphabet Inc.
Yum! Brands (YUM) vs Restaurant Brands International (QSR): Which is a Better Stock to Buy?
Yum! Brands, Inc. (NYSE:YUM) owns KFC and Taco Bell. Restaurant Brands International Inc. (NYSE:QSR) owns Burger King, Popeyes, and Tim Hortons.
Novartis (NVS) and Bristol Myers (BMY) Pause Autoimmune CAR-T Studies. Can Their Programs Recover?
On September 1, 2026, the Wall Street Journal first reported that Novartis AG (NYSE:NVS) paused eight clinical trials of its experimental CAR-T cell therapy rap-cel in autoimmune...
Apple (AAPL) Took a Different Pricing Approach with its New iPhones in China
On September 10, 2026, CNBC reported that Apple Inc.
Equifax (EFX) Hits a 52-Week Low. The Shares Are Down 42% From Their High
Equifax Inc. (NYSE:EFX) fell 4.20% on September 24 to close at $148.80, its lowest point in a year. The shares have lost roughly 42% of their value from last year's high.
Wendy’s (WEN) Hit by Franchisee Troubles Amid Takeover Interest
On September 18, 2026, CNBC reported that Meritage Hospitality Group, one of The Wendy's Company (NASDAQ:WEN) largest U.S.
Starbucks (SBUX) Settles Florida DEI Case for $1 Million. Will Nationwide Terms Matter?
On September 17, 2026, Reuters reported that Starbucks Corporation (NASDAQ:SBUX) agreed to settle a discrimination lawsuit filed by the state of Florida, pledging not to use race...
Akamai (AKAM) Lands an $11.6 Billion Anthropic Deal
Akamai Technologies, Inc. (NASDAQ:AKAM) said on September 24 that it has signed an $11.6 billion agreement with Anthropic, running for seven years.
Apple (AAPL) Eyes an Apple Pay Launch in India. How Much can it Grow Without UPI?
On September 18, 2026, Reuters reported that Apple Inc.
Qualcomm (QCOM) Renews its Global Patent License With Apple (AAPL)
QUALCOMM Incorporated (NASDAQ:QCOM) said on September 24 that it has renewed its global patent license agreement with Apple Inc. (NASDAQ:AAPL).
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