CACI’s (CACI) New CENTCOM Contract Arrives With Some Fine Print
On September 16, CACI International Inc.
Insider Monkey Blog
Healthpeak (DOC) Turns Portfolio Sales Into Fatter 2026 Guidance
On August 4, Healthpeak Properties (NYSE:DOC) reported second-quarter results and raised its full-year 2026 guidance for the second time this year.
Equitable (EQH) Just Put Bitcoin Inside a Retirement Annuity
On September 2, Equitable Holdings (NYSE:EQH) added the industry's first bitcoin-linked investment option to a registered index-linked annuity, a striking move for products built...
Somnigroup (SGI) Just Closed A Deal That Reshapes Its Entire Supply Chain
On August 26, Somnigroup International (NYSE:SGI) completed its combination with Leggett & Platt, folding a components manufacturer with nearly 140 years of history into a bedding...
Hyatt (H) And Delta Just Struck A Deal Wall Street Ignored
On September 9, Hyatt Hotels Corporation (NYSE:H) and Delta Air Lines announced a long-term loyalty partnership that will let elite members earn World of Hyatt points on qualifying...
DigitalOcean’s (DOCN) $725M Bet On AI’s Next Wave
On September 10, DigitalOcean Holdings (NYSE:DOCN) secured a $725 million equipment finance facility to fund the GPU and CPU capacity its AI-Native Cloud business needs.
Emera’s (EMA) Big Growth Promise Meets A Rockier Quarter
On August 7, Emera (NYSE:EMA) reported second-quarter results that read two different ways depending on which line you look at.
Kimco Realty’s (KIM) Occupancy Record Comes With A Bigger Dividend
On August 4, Kimco Realty (NYSE:KIM) reported second quarter results that pushed portfolio occupancy to an all time high of 96.4% and small shop occupancy to a record 92.9%.
Neurocrine’s (NBIX) Data Deluge Reshapes A Familiar Growth Story
On August 12, Neurocrine Biosciences (NASDAQ:NBIX) published something unusual for a psychiatric drug: proof that patients feel the difference, not just that a clinician's scale...
Viper Energy (VNOM) Trades A Bigger Payout For More Flexibility
On August 3, Viper Energy (NASDAQ:VNOM) reported second-quarter results that showed production and profit climbing sharply from a year earlier, and used the moment to rewrite ...
Lattice Semiconductor (LSCC) Debuts Mach-N2 FPGA Family to Secure Next-Gen Infrastructure
On September 16, Lattice Semiconductor (NASDAQ:LSCC) rolled out its Mach-N2 FPGA family, a chip line built specifically to guard the control systems inside servers, network gear...
A GAAP Loss Masks What Corebridge (CRBG) Actually Earned This Quarter
On August 4, Corebridge Financial (NYSE:CRBG) posted second-quarter numbers, for the period ended June 30, that read like two different companies at once.
RB Global’s (RBA) Earnings Jump While Its Take Rate Shrinks
On August 4, RB Global (NYSE:RBA) reported results for the three months ended June 30, and the numbers on the surface look almost too good.
James Hardie (JHX) Crushes Guidance and Raises Its Full-Year Outlook
On August 6, James Hardie Industries (NYSE:JHX) reported results for the quarter ended June 30 and beat its own numbers by enough to raise guidance just three months into the ...
APA Corp. (APA) Cuts Rigs In Half And Still Raises Its Oil Forecast
On August 6, APA Corporation (NASDAQ:APA) held its second-quarter earnings call, and one number stood out from the rest.
Amer Sports (AS) Went From Beating To Raising
On August 18, Amer Sports (NYSE:AS) reported second-quarter results that beat its own guidance and then raised the bar for the rest of the year.
Jazz Pharmaceuticals (JAZZ) Places An $820M Epilepsy Bet
On September 15, Jazz Pharmaceuticals plc (NASDAQ:JAZZ) completed its acquisition of privately held Actio Biosciences for $820 million upfront, adding a clinical-stage epilepsy...
Millicom’s (TIGO) Profit Plunged 84% While Cash Flow Hit A Record
On August 6, Millicom International Cellular (NASDAQ:TIGO) released its second-quarter 2026 results, and the numbers pulled in two directions at once.
Evolution Petroleum’s (EPM) Big Rebound Comes With One Familiar Catch
On September 16, Evolution Petroleum Corporation (NYSEAMERICAN:EPM) held its fiscal fourth-quarter and full-year 2026 earnings call, and the numbers told a story of a company ...
Merchant Supplier, Massive Upside: Guggenheim Picks Applied Aerospace & Defense (AADX) as its Top Defense Bet
On September 15, Guggenheim analyst Michael Ciarmoli initiated coverage of almost two dozen defense stocks, with a bullish, sector-wide buy-the-pullback call.
RTX Corporation (RTX)’s Pratt & Whitney Deepens Poland Bet with $25M Engine Parts Expansion
On September 4, RTX Corporation (NYSE:RTX) announced that its Pratt & Whitney business was investing $25 million to expand its manufacturing facility in Niepołomice, Poland.
Inside Huntington Ingalls Industries (HII)’s Latest Pentagon Win: Long Lead Materials, Long Runway to 2039
On September 4, the U.S. Department of War (DoW) announced a $336,112,000 Navy contract for Huntington Ingalls Industries, Inc.
JPMorgan Chase (JPM) Commits $750 Billion to Rebuilding America’s Housing Supply
JPMorgan Chase & Co. (NYSE:JPM) said it plans to place more than $750 billion through 2035 to increase U.S.
Uber (UBER)’s $15 Billion Delivery Hero Buyout Clears a Key Hurdle
On September 2, 2026, Delivery Hero's management and supervisory boards formally recommended that shareholders accept Uber Technologies, Inc.
GameStop (GME)’s Collectibles Business is Quietly Rewriting its Profit Story
On September 8, 2026, the Wall Street Journal reported GameStop Corp.
AstraZeneca (AZN)’s Lung Drug Delivers the Good News its Pipeline Needed
On September 8, 2026, CNBC reported that AstraZeneca PLC (NYSE:AZN) released full results from two successful late-stage trials of tozorakimab, an experimental drug for chronic...
United Natural Foods (UNFI) Calls the Bottom and Guides for Growth Again
On September 8, 2026, the Wall Street Journal reported United Natural Foods, Inc.
Novartis (NVS) Suffers its Third Drug Trial Setback in a Week, and its Worst Trading Day in Years
On September 8, 2026, CNBC reported that Novartis AG (NYSE:NVS) shares fell about 10% after the company said its experimental drug del-desiran failed to meet its primary goal ...
A Failed Cholesterol Drug Raises the Stakes for Amgen (AMGN) and Eli Lilly (LLY) Too
On September 8, 2026, CNBC reported that Novartis' failed pelacarsen trial has raised the stakes for rival experimental cholesterol drugs from Amgen Inc.
Microsoft (MSFT) Puts a Clock on Free Xbox Cloud Gaming
On September 3, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT)'s Xbox division will impose monthly time limits on cloud gaming for Game Pass subscribers starting...
Meta (META) Hands its New AI Agent the Keys to Your Inbox and Wallet
On September 9, 2026, Reuters reported that Meta Platforms, Inc.
Novo Nordisk (NVO) Pulls the Plug on Two More Heart Drug Trials
On September 7, 2026, Reuters reported that Novo Nordisk A/S (NYSE:NVO) halted two additional trials of its experimental cardiovascular drug ziltivekimab, further denting the ...
Washington Tells Ford (F) its Chinese Partnerships are a National Security Problem
On September 9, 2026, Reuters reported that U.S.
Inside L3Harris Technologies (LHX)’s C-HOBS Contract: What the $60M Air Force Award Means for Investors
On September 14, L3Harris Technologies, Inc. (NYSE:LHX) said it had secured a $60 million contract from the U.S.
Teledyne Technologies (TDY) Price Target Hiked to $760 as Needham Bets on Defense and Short-Cycle Recovery
On September 15, Needham analyst James Ricchiuti lifted the firm’s price target on Teledyne Technologies Incorporated (NYSE:TDY) to $760 from $750, and reiterated a Buy rating...
Jim Cramer Prefers Palo Alto (PANW) Over SentinelOne (S)
Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc.
Nike (NKE) Shareholders Side with the Board Over Norway’s Wealth Fund on Climate Disclosure
On September 8, 2026, Reuters reported that NIKE, Inc.
GE Aerospace (GE) Pays $12 Billion to Own the ‘Black Art’ Behind its Jet Engines
On September 9, 2026, Reuters reported that GE Aerospace (NYSE:GE) agreed to buy castings maker Consolidated Precision Products for $11.75 billion.
Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks
On September 14, during the episode of Mad Money, Jim Cramer said CrowdStrike Holdings, Inc.
High Tide (HITI) Reports Record Revenue. Why is Cash Flow Lagging Operating Profit Growth?
High Tide Inc. (NASDAQ:HITI) reported record fiscal third-quarter revenue of C$198.8 million on September 14, up 33% year over year.
Burford Capital (BUR) Prices $300M of Secured Debt. Is the Refinancing Buying Enough Time?
Burford Capital Limited (NYSE:BUR) announced on September 14 that its indirect, wholly owned subsidiary, Burford Capital Global Finance LLC, priced $300 million of 8% senior secured...
Jim Cramer on Broadcom (AVGO): “The Stock May Be Too Cheap to Ignore”
During the September 14 episode of Mad Money, Jim Cramer addressed the broader tech sector pullback and mentioned Broadcom Inc.
Jim Cramer Says Give Kraft Heinz (KHC) Six Months to Prove Its Turnaround
During the September 11 episode of Mad Money, a caller asked whether to buy, sell, or hold shares of The Kraft Heinz Company (NYSE:KHC).
CoinShares (CSHR) Attracts Inflows as Revenue Falls. Can Asset Gathering Restore Fee Economics?
CoinShares PLC (NASDAQ:CSHR) reported approximately $27.6 million in net inflows for the first half of 2026, yet U.S.
Crane Company (CR) Plans a $240M Pump Deal. Can Aftermarket Earnings Justify the Price?
Crane Company (NYSE:CR) announced a definitive agreement on September 14 to acquire Trillium Flow Technologies’ U.S. pump business for approximately $240 million.
Kestra Medical (KMTS) Raises Outlook. Can Better Reimbursement Support Scale?
Kestra Medical Technologies, Ltd. (NASDAQ:KMTS) reported on September 14 that fiscal first-quarter 2027 revenue increased 60% to $31.0 million.
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