Big Tech Issued About $220 Billion of Bonds. Alphabet and Meta Show How AI Is Warping the Credit Market
AI spending is now large enough to distort the bond market around it.
Insider Monkey Blog
Amazon and Microsoft Can Buy GPUs. But U.S. Construction Is Short 439,000 Workers
The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S.
CrowdStrike and Palo Alto Rallied While AI Stocks Sank. Wall Street Is Pricing a Different AI Trade
The September 14 AI selloff produced an odd winner: cybersecurity. As chip stocks fell after frontier AI leaders called for slower development, CrowdStrike Holdings, Inc.
Adobe (ADBE): A Billion Users, But Wall Street Wants Proof It Pays
On September 10, 2026, Adobe Inc.
Oracle (ORCL): Oracle Has the Backlog. Wall Street Wants the Cash
On September 10, 2026, Oracle Corporation (NYSE:ORCL) reported first-quarter fiscal 2027 results that beat Wall Street estimates on both revenue and earnings.
Looking Inside Sunbelt Rentals’ (SUNB) Record Revenues, Debt Discipline, and Uneven Segment Margins
Sunbelt Rentals Holdings Inc.
Acquisition Momentum Offset by Profitability Headwinds for Mission Produce (AVO)
Increased Mexican avocado supply due to higher yields and contributions from the Calavo acquisition were the stand out factors for Mission Produce Inc.
What Accuray’s (ARAY) $8 Million RaySearch Deal Means for Its Adaptive Therapy Push
Accuray Inc.’s (NASDAQ:ARAY) recent agreement with RaySearch Laboratories around an extended alliance, is a major step toward online adaptive radiation therapy.
SFL (SFL) Locks In $750 Million Hapag-Lloyd Deal, Backlog Hits $4.6 Billion
SFL Corporation Ltd. (NYSE:SFL) locked in a charter extension with Hapag-Lloyd AG for another seven years, covering six 15,400 TEU container vessels.
CIBC (CM) Sees Expansion of Actively Managed ETF Lineup Through Asset Management Arm
CIBC Global Asset Management, the asset management division of Canadian Imperial Bank of Commerce (NYSE:CM), recently broadened its ETF lineup by launching three additional funds...
Phio Announces Key Development Milestone for PH-762 with FDA Submission Supporting Next Stage of Clinical Development in Cutaneous Squamous Cell Carcinoma
Company Proposes Planned Phase 2b Neoadjuvant Study Following Successful Completion of Phase 1b Trial King of Prussia, Pennsylvania – Phio Pharmaceuticals Corp.
AI Leaders Say Slow Down. IREN Says Compute Demand May Never Be Satisfied. Nvidia Sits in the Middle
IREN Limited (NASDAQ:IREN) is building as if AI compute scarcity will last for years.
AI-Related Debt Sales Are Near $500 Billion. Meta and CoreWeave Show Why the Same Boom Creates Two Different Risks
AI infrastructure is becoming a credit story as much as a technology story.
Nvidia’s Training Trade Hit a Speed Bump. Intel Could Win From What Comes Next
The September 14 selloff treated slower frontier AI development as bad news for chips. The more interesting question is whether it changes which chips get bought.
CoreWeave Pays SOFR +5.5%. Nebius Pays +2.5%. AI Lenders Are Already Drawing a Line
The AI credit market is no longer pricing every GPU buildout the same. CoreWeave, Inc.
Texas Put AI Data Centers on Notice. Meta and Digital Realty Already Chose Their Side
Texas is no longer treating every proposed data center as an automatic addition to the grid.
Michael Burry Is Pushing Back on AI-Slowdown Calls. CoreWeave and Nebius Are the Stress Test
CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) became exceptionally direct tests of the AI spending debate on September 14.
Alliance Entertainment (AENT) Rises After Fiscal 2026 Results: What Investors Should Know
Shares of Alliance Entertainment Holding Corporation (NASDAQ:AENT) jumped after the company reported broad-based growth in revenue and adjusted earnings on September 10.
Jim Cramer on Ondas (ONDS): “It’s Not Great, Not Bad”
When a caller asked about Ondas Inc. (NASDAQ:ONDS) on September 10 during the lightning round of Mad Money, Jim Cramer remarked: Alright, this is a meme stock.
Jim Cramer Calls Texas Pacific Land (TPL) a “Fantastic Stock”
During the lightning round of the September 10 episode of Mad Money, a caller inquired about Texas Pacific Land Corporation (NYSE:TPL), and Jim Cramer commented: [Buy, buy, buy...
Jim Cramer Notes That Tractor Supply Just Cannot Seem To Lift
On September 10, mentioning that the stock is near its 52-week low, a caller asked if Tractor Supply Company (NASDAQ:TSCO) is a buy or “avoid.” Mad Money host Jim Cramer replied...
Alphyn Capital on Its Special-Situation Investment: AnaptysBio (ANAB)
Insider Monkey viewed a copy ofAlphyn Capital Management's second-quarter 2026 investor letter.
STARCARES-Renovated Court In Thailand Grows Into a Shared Space for School and Community
Sukhothai, Thailand, September 14th, 2026, FinanceWire STARCARES announced the completion of its sports court renovation project at Ban Nam Lat School in Sukhothai, Thailand, ...
Gold X2 Announces Inclusion in the GDXJ
Vancouver, British Columbia, September 14th, 2026, FinanceWire Gold X2 Mining Inc.
Knightscope Details the Human Layer of the Autonomous Security Force
Atlanta, Georgia, September 14th, 2026, FinanceWire New Field Brief Maps Every Human Role in the Force, On the Watch and Behind It, from the First Verified Alert to the Last Person...
Walmart (WMT) Delivery Push Gains Momentum with Papa John’s Partnership
Walmart Inc. (NASDAQ:WMT) is expanding its restaurant-delivery business through a partnership with Papa John’s, allowing customers in select U.S.
Energy Transfer’s Texas Listing Could Boost Visibility, but Risks Remain
Energy Transfer LP (NYSE:ET) is set to move the primary listing of its common and Series I preferred units from the New York Stock Exchange to the Texas Stock Exchange in early...
Novo Nordisk Expands Wegovy’s Reach with China MASH Approval
Novo Nordisk A/S (NYSE:NVO) has received approval in China for Wegovy to treat metabolic dysfunction-associated steatohepatitis (MASH), making it the first GLP-1 receptor agonist...
IBM Takes its AI Strategy Beyond Earth with NASA Lunar Model
International Business Machines Corporation (NYSE:IBM) and NASA have released the NASA-IBM Lunar Foundation Model, an open-source AI model designed to analyze decades of lunar...
The Cooper Companies (COO) Faces Near-Term Pressure from Slowing Contact Lens Demand
The Cooper Companies, Inc.
Enbridge (ENB) Expands its U.S. Oil Footprint with Tallgrass Acquisition
Enbridge Inc. (NYSE:ENB) has agreed to buy Blackstone-owned Tallgrass Energy’s crude oil business for $2.55 billion in cash, expanding its presence in the U.S.
TotalEnergies (TTE) Sees Long-Term Potential in Angola’s Offshore Oil
TotalEnergies SE (NYSE:TTE) plans to invest $10 billion alongside its partners in Angola over the next five years, with the goal of maintaining and potentially increasing its ...
Marriott International (MAR)’s Middle East Headwind Eases, but War Risks Remain
Marriott International, Inc.
HSBC Holdings (HSBC) Reshapes European Operations with German Exit
HSBC Holdings plc (NYSE:HSBC) is winding down its transaction services business in Germany, with more than 300 positions at HSBC Transaction Services GmbH and HSBC Service Company...
Booking Holdings (BKNG)’s Growth Strategy Hits an EU Roadblock
Booking Holdings Inc. (NASDAQ:BKNG) has lost its legal fight against the European Union’s decision to block its €1.63 billion ($1.90 billion) purchase of ETraveli.
Hewlett Packard Enterprise (HPE) Surges 19% in a Week — What to Watch For Next?
Hewlett Packard Enterprise (NYSE:HPE) grew its share price by 19.4 percent week-on-week amid the growth opportunities from continued investment outpour in the artificial intelligence...
Jim Cramer Tries To Predict NVIDIA Corporation (NASDAQ:NVDA) Share Price Movement Following Anthropic CEO’s Remarks
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is in fresh spotlight after interesting developments over the weekend saw major AI CEOs unite and call for a slowdown in development...
Jim Cramer Believes This AI Stock Is The Way To Go Over DRAM Memory
Computer hardware provider Dell Technologies Inc.
STAAR Surgical (STAA) Swings To Profit On China Rebound
On August 12, STAAR Surgical (NASDAQ:STAA) reported results for the quarter ended July 3 that flipped the script from a year earlier.
Loma Negra’s (LOMA) Dollar Profits Jump Even As Cement Volumes Stall
On August 6, Loma Negra Compania Industrial Argentina Sociedad Anonima (NYSE:LOMA) reported results for the three months ended June 30, and the numbers point in two different ...
Arhaus (ARHS) Turns A Tariff Refund Into A Blowout Quarter
On August 6, Arhaus (NASDAQ:ARHS) reported second quarter results that beat its own guidance on nearly every line, and the premium furniture retailer had a tailwind most companies...
LGI Homes (LGIH) Raises Guidance While Wall Street Bets Against It
On August 4, LGI Homes Inc. (NASDAQ:LGIH) reported second-quarter 2026 results and raised its full-year guidance for the second straight quarter.
Certara (CERT) Slashes Jobs While Doubling Down On Software Growth
On August 4, Certara (NASDAQ:CERT) reported second-quarter 2026 results that told two different stories at once.
Cronos Group (CRON) Returns To Profit Amid A Renewed Trade Threat
On August 6, Cronos Group (NASDAQ:CRON) reported second quarter results that finally paired growth with profitability.
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