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Insider Monkey Blog

Lisata Therapeutics (LSTA) Buys Marea and Signs $225M Financing. Is the Dilution Worth it?

Lisata Therapeutics, Inc.

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September 22 - Hedge Funds, News

Xenon Pharmaceuticals (XENE) Seeks Epilepsy Approval. Can its Drug Overcome a Depression Setback?

Xenon Pharmaceuticals Inc. (NASDAQ:XENE) advanced its epilepsy program while encountering a new obstacle to expansion.

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September 22 - Hedge Funds, News

Longeveron (LGVN) Heart Treatment Falls Short. Can a Strategic Review Preserve Value?

Longeveron Inc.

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September 22 - Hedge Funds, News

Rocket Pharmaceuticals (RCKT) Gets FDA Alignment on Heart Drug Trial. Can it Ease Safety Concerns?

Rocket Pharmaceuticals, Inc.

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September 22 - Hedge Funds, News

Equity LifeStyle (ELS) Slides Near 52-Week Lows: Can Core Rental Stability Offset Higher Rates?

Equity LifeStyle Properties, Inc. (NYSE:ELS) operates manufactured-home communities, recreational vehicle (RV) resorts, and marinas.

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September 22 - Hedge Funds, News

Connect Biopharma (CNTB) Misses Key Asthma Trial Goal. Can its Drug Still Move Forward?

Connect Biopharma Holdings Limited (NASDAQ:CNTB) reported mixed preliminary results on September 15 from its Phase 2 Seabreeze STAT asthma study.

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September 22 - Hedge Funds, News

Constellation (STZ) Brands Hit a 52-Week Low. Is the Corona-and-Modelo Machine Broken, or On Sale?

Constellation Brands, Inc. (NYSE:STZ) owns the rights to some of the biggest names in imported beer in the US, including Corona, Modelo Especial, and Pacífico.

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September 22 - Hedge Funds, News

Greif (GEF) Plans Coated Recycled Paperboard Exit. Can a Smaller Portfolio Earn Better Returns?

Greif, Inc. (NYSE:GEF) announced on September 16, 2026, that it plans to exit coated recycled paperboard by closing its Sweetwater mill in Austell, Georgia.

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September 22 - Hedge Funds, News

Flutter (FLUT), The World’s Biggest Betting Company Has Lost Two-Thirds of Its Value. Is the Bottom In?

Flutter Entertainment plc (NYSE:FLUT) owns one of the most popular sportsbooks in America, FanDuel.

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September 22 - Hedge Funds, News

Ares Management (ARES) Forms Logistics Venture. Can the $2.4B Target Drive Earnings?

Ares Management Corporation (NYSE:ARES) announced on September 16 that one of its real estate funds and the Public Sector Pension Investment Board, known as PSP Investments, established...

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September 22 - Hedge Funds, News

Chemed (CHE) Buys a $60.6M Roto-Rooter Franchise. Can Ownership Lift Returns?

Chemed Corporation (NYSE:CHE) announced on September 16 that its Roto-Rooter Services Company subsidiary had acquired the largest independent Roto-Rooter franchise for $60.6 million...

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September 22 - Hedge Funds, News

Sandisk (SNDK) Has Signed Away Two Thirds of Next Year’s Output. Can the AI Storage Boom Keep Paying?

Sandisk Corporation (NASDAQ:SNDK) has locked in buyers for roughly half of its output this fiscal year and two-thirds of next year's.

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September 22 - Hedge Funds, News

Butterfly Network (BFLY) Gets New ‘Buy’ Reco, Climbs 22%; Hedge Fund Holdings More-Than-Double

Butterfly Network Inc.

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September 22 - Market Movers, News

Wells Fargo Starts Applied Digital (APLD) at Overweight and Calls it a Top Idea

Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target.

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September 22 - Hedge Funds, News

Microchip (MCHP) Closes its Hailo Deal. Why the Chipmaker is Buying Edge AI on the Cheap

Microchip Technology Incorporated (NASDAQ:MCHP) said on September 21 that it has completed its acquisition of Hailo.

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September 22 - Hedge Funds, News

Telix (TLX) to Buy Germany’s ITM for up to $2.35 Billion to Lock in its Cancer Isotope Supply

Telix Pharmaceuticals Limited (NASDAQ:TLX) agreed on September 21 to acquire ITM Isotope Technologies Munich SE. The deal is worth up to $2.35 billion.

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September 22 - Hedge Funds, News

AbbVie (ABBV) Wins EU Approval for Rinvoq in Children. Why a Small Indication Still Matters

AbbVie Inc.

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September 22 - Hedge Funds, News

Viking Therapeutics (VKTX) Rockets 35.7% After Weight Loss Drug Trial — What’s The Selling Point?

Viking Therapeutics Inc.

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September 22 - Market Movers, News

On Holding (ONON) Approves a $1 Billion Buyback Alongside its 2029 Targets

On Holding AG (NYSE:ONON) set out new long-term targets at its investor day in Zurich on September 22.

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September 22 - Hedge Funds, News

Nvidia Backed SB Energy’s $50 Billion Valuation Push. Wall Street Just Hit the Brakes

SB Energy's planned public listing is turning into a stress test for the financing side of the AI buildout.

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September 22 - News, Stock Analysis

Alibaba Just Unveiled an AI Chip 3x Faster Than Its Predecessor. Nvidia Has a China Problem to Watch

Alibaba used its September 22 developer conference to show how quickly China's AI stack is filling the holes left by restricted access to U.S. chips.

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September 22 - News, Stock Analysis

Google Is Taking Its AI Chips Outside the Cloud. Nvidia Just Got a New Sovereign-AI Rival

Google is testing whether its custom AI chips can become national infrastructure instead of remaining mostly a cloud advantage.

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September 22 - News, Stock Analysis

Jim Cramer Calls Cintas (CTAS) a “Pretty Good Business”

On September 18, during the episode of Mad Money, Jim Cramer said Cintas Corporation (NASDAQ:CTAS) is entering its fiscal first-quarter earnings report with “a full head of ...

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September 22 - Hedge Funds, News

Jim Cramer Says Paychex (PAYX) is Entering Earnings With a “Full Head of Steam”

Jim Cramer expects Paychex, Inc.

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September 22 - Hedge Funds, News

Jim Cramer on General Mills (GIS): “I Can’t Recommend It”

During the September 18 episode of Mad Money, Jim Cramer pointed out General Mills, Inc.’s (NYSE:GIS) unusually high dividend yield, calling it a warning sign for the packaged...

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September 22 - Hedge Funds, News

Kraft Heinz’s Bull Case Runs Into Its Own Recent Reversal

RBC is making a strongly bullish case for The Kraft Heinz Company (NYSE:KHC), pointing to the company’s investment in innovation, pricing, and marketing as evidence that its...

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September 22 - Hedge Funds, News

Nucor (NUE): Strong Shipments, but Q3 Guidance Raises Earnings Questions

On September 17, Freedom Broker downgraded Nucor Corporation (NYSE:NUE) from Buy to Hold and lowered its price target from $305 to $285.

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September 22 - Hedge Funds, News

Tempus AI (TEM) Has a $75 Goldman Sachs Target, But Its Data Business Faces a Bigger Test

Goldman Sachs’ Neutral initiation of Tempus AI, Inc.

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September 22 - Hedge Funds, News

Jim Cramer Notes Snowflake (SNOW) “Caught Fire in Recent Months”

While speaking about software platforms during the September 17 episode of Mad Money, Jim Cramer shared his recent takeaways from catching up with Snowflake Inc.

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September 22 - Hedge Funds, News

ABM Industries (ABM) Is Scaling in Semiconductors and Data Centers. What Is Holding the Stock Back?

On September 8, 2026, ABM Industries Incorporated (NYSE:ABM) reported financial results for its fiscal third quarter, the three months ended July 31, 2026.

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September 22 - Hedge Funds, News

10 Best Dividend Kings To Buy According to Hedge Funds

The Federal Reserve raised interest rates by 25 basis points on September 16, taking its target range to 3.75%-4%. It was the first rate hike since 2023.

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September 22 - Dividend Stocks, Hedge Funds, News

J.Jill (JILL): Four Analysts Raise Targets, But a $13.3 Million Refund Flatters the Profit Surge

On September 9, 2026, J.Jill, Inc. (NYSE:JILL) reported second-quarter fiscal 2026 results for the period ended August 1, 2026.

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September 22 - Hedge Funds, News

Ollie’s (OLLI): Wall Street Calls Q2 “Better Than Feared,” But Nobody’s Fully Convinced

On September 2, 2026, Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) reported second-quarter results for the period ended August 1, 2026.

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September 22 - News

374Water to Present New Supercritical Water Oxidation Destruction Data at WEFTEC 2026

Podium presentation will detail AirSCWO performance across PFAS, tire-derived 6PPD-q, and pharmaceutical waste streams MORRISVILLE, NC - 374Water Inc.

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September 22 - News, Press Releases

Netskope (NTSK) Is Tackling a Major AI Agent Security Gap. Can Skylight Deepen Its Edge?

Netskope Inc.

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September 22 - Hedge Funds, News

NetApp (NTAP) Just Deepened Its VMware Cloud Integration. How Much Does It Matter?

For private and hybrid cloud deployments, NetApp Inc.’s (NASDAQ:NTAP) ONTAP platform now offers a credible and secure data infrastructure foundation.

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September 22 - Hedge Funds, News

What Weekend On-Chain Prices Say About Monday, and What They Don’t

For decades the answer to what Monday would look like came from index futures, foreign listings and inference.

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September 22 - Bitcoin, Ethereum and Other Cryptocurrencies, News

Microsoft (MSFT) Raises Its Dividend 8%. Does AI Spending Change the Investment Case?

Microsoft Corporation (NASDAQ:MSFT) continues to demonstrate its commitment to returning capital to shareholders even as it ramps up spending on cloud computing and artificial...

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September 22 - Hedge Funds, News

Power Metallic Extends Lion 25% Deeper as Power Metallic Intercepts 5.70 Meters of 14.00% CuEqRec¹ in Hole 26-125

TORONTO, CANADA, September 22nd, 2026, FinanceWire Power Metallic Mines Inc.

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September 22 - Press Releases

Emp Metals Completes Commissioning of Project Aurora Demonstration Plant and Transitions to Full-Time Operations

Vancouver, BC, September 22nd, 2026, FinanceWire VANCOUVER, BC, Sept. 22, 2026 — EMP Metals Corp.

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September 22 - Press Releases

West Red Lake Gold Reports 176.04 g/t Au over 5.3m, 128.32 g/t Au over 4.5m and 35.72 g/t Au over 13.35m from Austin 955 and 904 Complexes

Vancouver, British Columbia, September 22nd, 2026, FinanceWire West Red Lake Gold Mines Ltd.(“West Red Lake Gold” or “WRLG” or the “Company”) (TSXV:WRLG)(OTCQX:WRLGF...

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September 22 - Press Releases

Knightscope Reports Approximately $27 Million in Estimated Renewals, Bookings and Client Awards Since May 2026

SUNNYVALE, Calif., September 22nd, 2026, FinanceWire Update Follows the Company’s Launch of the Autonomous Security Force at GSX 2026; 109 Contracts and Awards Across Seven ...

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September 22 - Press Releases

Herc Holdings Inc. (HRI) Was Gabelli Focused Growth and Income Fund’s Top Q2 Contributor

Gabelli Investment Management Firm recently released its "Focused Growth and Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

XPLR Infrastructure LP (XIFR) Was a Top Contributor for Gabelli Focused Growth and Income Fund

Gabelli Investment Management Firm recently released its "Focused Growth and Income Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Gabelli Global Growth Fund Added Advanced Micro Devices (AMD) in Q2

Gabelli Investment Management Firm recently released its "Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Gabelli Global Growth Fund Added Micron Technology (MU) in Q2

Gabelli Investment Management Firm recently released its "Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why RPC (RES) Was a Q2 Detractor for Gabelli Small Cap Growth Fund

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why RPC (RES) Was a Q2 Detractor for Gabelli Small Cap Growth Fund

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Dana (DAN) Was a Q2 Detractor for Gabelli Small Cap Growth Fund

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 22 - Hedge Fund Investor Letters, News

Why Graco (GGG) Was a Q2 Detractor for Gabelli Small Cap Growth Fund

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

September 22 - Hedge Fund Investor Letters, News

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