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Insider Monkey Blog

Agentic Fabric and AI Could Drive SailPoint’s (SAIL) Next Growth Phase

SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security space, released its fiscal second-quarter 2027 on September 9.

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September 11 - Hedge Funds, News

Autonomous Systems Strength Offsets SCDE Weakness for AeroVironment (AVAV)

On September 9, AeroVironment Inc. (NASDAQ:AVAV) revealed its Q1 FY27 results, posting its highest ever first quarter revenue.

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September 11 - Hedge Funds, News

West Red Lake Gold Intersects 16.16 g/t Au over 1.5 Metres and 10.94 g/t Au over 1.5 Metres at Starratt-Olsen, Advancing Multi-Asset Strategy at Madsen

Vancouver, BC, September 10th, 2026, FinanceWire September 10, 2026 – Vancouver, BC – West Red Lake Gold Mines Ltd.

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September 11 - Press Releases

Cognizant Says AI Creates Jobs, Its Own Restructuring Says Otherwise

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is presenting itself as a key supporter of the American workforce in the AI era. The company is promising to hire U.S.

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September 11 - News

Qualcomm’s AWS Deal Takes Aim at Nvidia, But Comes With Fine Print

QUALCOMM Incorporated (NASDAQ:QCOM) has secured one of its strongest data center validations yet through a multi-generational silicon partnership with AWS, one of the world’...

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September 11 - News

Blackstone (BX) Eyes $2 Billion ZO Skin Health Exit

Blackstone Inc. (NYSE:BX) is exploring a possible sale of ZO Skin Health, the medical-grade skincare company founded by dermatologist Dr. Zein Obagi.

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September 11 - Hedge Funds, News

Chime Financial (CHYM) Moves Deeper into Banking with $590 Million Stride Acquisition

Chime Financial, Inc.

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September 11 - Hedge Funds, News

Smithfield Foods (SFD) Warns of Fresh Pork Loss as Industry Spreads Compress

On September 9, Reuters reported that Smithfield Foods, Inc.

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September 11 - Hedge Funds, News

The Goldman Sachs (GS) Deepens AI Push as Competition for Tech Talent Intensifies

On September 8, Reuters reported that The Goldman Sachs Group, Inc.

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September 11 - Hedge Funds, News

Visa Positions Itself for the Next Wave of Stablecoin Payments

Visa Inc. (NYSE:V) is expanding its data offering to blockchain-based lenders as demand for stablecoin-linked cards accelerates.

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September 11 - Hedge Funds, News

Positive Lung Cancer Data Lifts the Case for Amgen and AstraZeneca

Amgen Inc.

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September 11 - Hedge Funds, News

Bristol Myers’ Cancer Therapy Win Strengthens its Oncology Pipeline

Bristol-Myers Squibb Company (NYSE:BMY) said its experimental CAR-T cell therapy, arlocabtagene autoleucel (arlo-cel), met the main goal of a mid-stage trial in patients with ...

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September 11 - Hedge Funds, News

Google and Accenture Team Up to Accelerate Enterprise AI Adoption

Alphabet Inc.

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September 11 - Hedge Funds, News

Qualcomm’s AI Ambitions Get a Boost From Amazon Partnership

QUALCOMM Incorporated (NASDAQ:QCOM) has struck a long-term partnership with Amazon.com, Inc.

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September 11 - Hedge Funds, News

Drug Trial Setbacks Raise Questions Over Novartis (NVS)’s Growth Pipeline

Novartis AG (NYSE:NVS) has suffered a major setback after its experimental drug del-desiran failed a late-stage trial for myotonic dystrophy type 1, a rare muscle-wasting disease...

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September 11 - Hedge Funds, News

Aurukun Deal Gives Rio Tinto (RIO) More Bauxite Upside, But Risks Remain

Rio Tinto Group (NYSE:RIO) has agreed to acquire the Aurukun Bauxite Project in Western Cape York, Queensland, from a joint venture between Glencore and Mitsubishi Development...

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September 11 - Hedge Funds, News

EverBank-WaFd Merger Could Reshape the Regional Banking Landscape

EverBank Financial has agreed to merge with WaFd, Inc. (NASDAQ:WAFD) in a $3.9 billion reverse merger to create a regional bank with about $75 billion in assets.

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September 11 - Hedge Funds, News

Macy’s (M) Raises Guidance After Strong Q2 Results, But Investors Remain Cautious

Macy's, Inc. (NYSE:M) continued to make progress with its turnaround strategy in the second quarter of 2026, which allowed the company to also raise its guidance.

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September 11 - Hedge Funds, News

NIO’s European Push Stalls Even as China Business Shows Real Profitability Progress

NIO Inc.

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September 11 - News

Google Cloud Launches AI Agents for Banking, With Deutsche Bank as Its Proving Ground

Alphabet Inc.

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September 11 - Hedge Funds, News

Jane Street’s 2 New Energy Stock Picks

Jane Street is a private trading firm based in New York and one of the largest market makers in the world.

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September 11 - Hedge Funds, News, Stock Analysis

TSM’s Record Sales Say AI Chips Are Booming. The Nvidia-AMD Fight Is Now About Who Keeps the Margin

NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc.

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September 11 - News, Stock Analysis

Goldman Sachs and Billionaires Like These 2 AI Stocks

Goldman Sachs Group Inc.'s latest 13F filing shows the bank raised its stakes in Micron Technology, Inc. (NASDAQ:MU) and Amazon.com, Inc.

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September 11 - Hedge Funds, News, Stock Analysis

Jim Cramer on Joby Aviation (JOBY): “I Would Not Put My Money in It”

Starting the lightning round, a caller inquired about Joby Aviation, Inc.

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September 11 - Hedge Funds, News

Billionaire Stanley Druckenmiller’s 2 New Healthcare Stock Picks

Stanley Druckenmiller's Duquesne Family Office recently filed its 13F for the second quarter. The firm opened new stakes in more than 40 stocks. Rhythm Pharmaceuticals, Inc.

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September 11 - Hedge Funds, News, Stock Analysis

Billionaire Daniel Sundheim’s 2 New Non-AI Stock Picks

Billionaire Daniel Sundheim founded D1 Capital Partners in July 2018 and runs it as chief investment officer.

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September 11 - Hedge Funds, News, Stock Analysis

Delcath’s (DCTH) Liver Cancer Device Keeps Growing, But At A Cost

On August 6, Delcath Systems (NASDAQ:DCTH) reported second-quarter results that showed the company selling more of its liver cancer treatment than ever, even as the cost of running...

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September 11 - Hedge Funds, News

Forward Air’s (FWRD) Record Revenue Comes With a Massive Asterisk

On August 5, Forward Air (NASDAQ:FWRD) reported the highest quarterly operating revenue in company history, and then immediately buried that headline under a $244 million non-...

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September 11 - Hedge Funds, News

Solid Power’s (SLDP) Widening Losses Come With A Liquidity Cushion

On August 4, Solid Power (NASDAQ:SLDP) reported second quarter and first half 2026 results that showed a net loss of $23.8 million alongside $419.3 million in total liquidity.

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September 11 - Hedge Funds, News

Netgear’s (NTGR) Enterprise Boom Cannot Erase Consumer Weakness

On August 6, Netgear (NASDAQ:NTGR) reported second-quarter 2026 results for the period ended June 28, and the headline numbers came in above the company's own guidance range.

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September 11 - Hedge Funds, News

Zura Bio (ZURA) Hits Enrollment Milestones As Losses Widen Sharply

On August 11, Zura Bio (NASDAQ:ZURA) reported second-quarter results that landed on an unusual mix of good and bad news.

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September 11 - Hedge Funds, News

ProKidney (PROK) Nears A Pivotal Kidney Therapy Verdict

On August 10, ProKidney Corp.

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September 11 - Hedge Funds, News

OrthoPediatrics (KIDS) Crosses $70M as Guidance Climbs Higher

On August 4, OrthoPediatrics Corp. (NASDAQ:KIDS) reported second-quarter results that pushed revenue past $70 million for the first time in company history.

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September 11 - Hedge Funds, News

Amazon Triples Its NVIDIA GPU Orders to 3 Million Chips as AI Demand Surges

Amazon.com, Inc.

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September 11 - News

Jim Cramer Adds Chevron (CVX) to His Fantasy Portfolio as the Final Kicker

Rounding out his fantasy football roster on the September 8 episode of Mad Money, Jim Cramer compared Chevron Corporation (NYSE:CVX) to Houston Texans kicker, Ka'imi Fairbairn...

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September 11 - Hedge Funds, News

Meta’s (META) Muse Launch Turns the AI Debate toward Subscription Economics

Meta Platforms, Inc. (NASDAQ: META) launched Muse this week. The long-touted AI assistant, powered by its Muse Spark model, is aimed at customers and small businesses.

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September 11 - Hedge Funds, News

Rayonier Advanced Materials’ (RYAM) Pricing Power Is Surging, But Volumes Tell Another Story

On August 4, Rayonier Advanced Materials (NYSE:RYAM) reported second-quarter results for the period ended June 27, and the numbers finally moved in the right direction.

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September 10 - Hedge Funds, News

Integra Resources (ITRG) Hits Record Output, But At A Cost

On August 11, Integra Resources (NYSEAMERICAN:ITRG) reported second-quarter results that showed just how fast Florida Canyon has changed over the past year.

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September 10 - Hedge Funds, News

BrainsWay’s (BWAY) Growth Streak Just Got Harder To Ignore

On August 12, BrainsWay Ltd.

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September 10 - Hedge Funds, News

Costamare Bulkers (CMDB) Banks Cash While Betting On A Bulk Rebound

On August 3, Costamare Bulkers Holdings Limited (NYSE:CMDB) reported results for the second quarter and six-month period ended June 30.

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September 10 - Hedge Funds, News

Standard Lithium (SLI) Clears Two Big Hurdles Toward A Final Decision

On August 10, Standard Lithium (NYSEAMERICAN:SLI) reported second-quarter results for the three- and six-month periods ended June 30, and the real news wasn't the dollar figures...

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September 10 - Hedge Funds, News

Daktronics (DAKT) Just Posted Its Best Quarter In Years

On September 2, Daktronics (NASDAQ:DAKT) reported fiscal first-quarter results that included its highest quarterly earnings per share in three years.

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September 10 - Hedge Funds, News

Ollie’s (OLLI) Profits Soared While Its Shoppers Pulled Back

On September 2, Ollie's Bargain Outlet Holdings (NASDAQ:OLLI) reported a second quarter that looked much stronger on the bottom line than on the sales floor.

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September 10 - Hedge Funds, News

Clover Health (CLOV) Gets New ‘Buy’ Call, Higher PT, Climbs 8.5%

Clover Health Investments (NASDAQ:CLOV) grew its share price by 8.53 percent on Thursday to finish at $4.71 apiece, as investors took heart from Deutsche Bank’s optimistic rating...

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September 10 - Market Movers, News

MiniMed’s (MMED) New Pump Lineup Is Finally Winning Patients Over

On September 1, MiniMed (NASDAQ:MMED) reported its first full quarter as a stand-alone public company, and the numbers suggest the split from Medtronic is already paying off.

Keep Reading →

September 10 - Hedge Funds, News

Skyworks (SWKS) Rockets 9.8% on Looming $22B Qorvo Merger Nod

Skyworks Solutions Inc.

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September 10 - Market Movers, News

GSK’s mRNA Flu Vaccine Shows Promise, But Can It Deliver Late-Stage?

GSK plc (NYSE:GSK) is advancing its experimental seasonal influenza vaccine into late-stage development after encouraging mid-stage results in both younger and older adults.

Keep Reading →

September 10 - Hedge Funds, News

Keurig Dr Pepper is Cashing Out of Chobani, is the $925 Million Exit a Smart Reset?

Keurig Dr Pepper Inc. (NASDAQ:KDP) is turning a minority investment into cash as it prepares for a much larger corporate transformation.

Keep Reading →

September 10 - Hedge Funds, News

Meta’s $18 Billion Settlement Removes a Massive Risk, But May Reshape Teen Engagement

Meta Platforms, Inc.

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September 10 - Hedge Funds, News

Amazon’s Aviation Network Faces a Sobering Test after the Miami Crash

A fatal accident involving an aircraft operating for Amazon.com, Inc.’s (NASDAQ:AMZN) Prime Air network has placed the company’s cargo operations under renewed attention.

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September 10 - Hedge Funds, News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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12 Best Nasdaq Stocks Under $20 to Buy Now

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10 Worst Performing Currencies of 2024

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16 Countries with the Largest Proven Oil Reserves in the World

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16 Highest Quality Chocolate Brands in the US

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Top 13 English Speaking Countries in Asia

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10 Best Genomics Stocks To Buy Right Now

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20 Most Industrialized Countries in Asia

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20 African Countries with Highest Divorce Rate

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