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Insider Monkey Blog

Unicycive Therapeutics Announces FDA Acceptance of Oxylanthanum Carbonate New Drug Application Resubmission and PDUFA Date of March 25, 2027

Resubmission includes Chemistry, Manufacturing, and Controls (CMC) data from new drug product (DP) manufacturing vendor Unicycive Therapeutics, Inc.

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October 21 - Business, News, Press Releases

Salesforce (CRM) vs Oracle (ORCL): Which Is a Better Stock to Buy?

Salesforce, Inc. (NYSE:CRM) closed at $242.45 on October 19.

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October 21 - Hedge Funds, News

RTX Corporation (RTX) Strong Earnings and Cash Flow Make It an Aerospace Dividend Favorite

RTX Corporation (NYSE:RTX) is increasingly capitalizing on strong demand for aircraft replacement parts, repairs, and avionics upgrades.

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October 21 - Hedge Funds, News

Is Embraer S.A. (EMBJ) Stock Worth Buying as it Outperforms Aerospace Peers?

Embraer S.A. (NYSE:EMBJ) has outperformed the broader aerospace sector, driven by strong operational momentum and rising aircraft deliveries.

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October 21 - Hedge Funds, News

GE Aerospace (GE) Strong Growth and Dividend Hikes Face Premium Valuation

GE Aerospace (NYSE:GE) has had a challenging year despite strong operating results and sustained demand for its commercial aircraft engines and maintenance services.

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October 21 - Hedge Funds, News

Elbit Systems (ESLT) Gains Over 20% in 2026 as Aerospace Weakness Tests Its Premium Valuation

Elbit Systems Ltd. (NASDAQ:ESLT) has delivered solid returns in 2026, supported by robust demand for its advanced technologies.

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October 21 - Hedge Funds, News

Howmet Aerospace Inc. (HWM) Faces a Critical Test as Growth Expectations Rise

Howmet Aerospace Inc. (NYSE:HWM) has experienced considerable volatility in 2026, retreating sharply from its August highs.

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October 21 - Hedge Funds, News

Is FTAI Aviation Ltd. (FTAI) One of the Best Aerospace Dividend Stocks to Buy After Its 27% Decline?

FTAI Aviation Ltd. (NASDAQ:FTAI) has tumbled significantly after an impressive start to the year.

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October 21 - Hedge Funds, News

Could Growing Dividend and Record Backlog Support L3Harris Technologies, Inc. (LHX) Recovery?

L3Harris Technologies, Inc. (NYSE:LHX) has pulled back significantly after an impressive start to the year.

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October 21 - Hedge Funds, News

Northrop Grumman (NOC): Is This Dividend Stock Trading at a Discount?

Northrop Grumman Corporation (NYSE:NOC) has been under pressure. The stock is down about 17% year-to-date, compared with a 39% gain for the Insider Monkey Billionaire Index.

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October 21 - Hedge Funds, News

General Dynamics (GD): Is This Aerospace Dividend Stock Undervalued?

General Dynamics Corporation (NYSE:GD) has demonstrated resilience despite broader weakness in the aerospace sector.

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October 21 - Hedge Funds, News

JB Hunt (JBHT) Grew Sales 20%, but Can Profit Catch Up?

J.B. Hunt (NASDAQ:JBHT) reported third-quarter revenue of $3.68 billion last week, up 20% from a year earlier. Diluted earnings came to $1.82 a share, up 3%.

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October 21 - Stock Analysis

Eli Lilly (LLY) Grew Revenue 48% While Prices Fell, Can Volume Keep Winning?

Eli Lilly (NYSE:LLY) reports third-quarter results in about a week, and the split between volume and price matters more than the headline total.

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October 21 - Stock Analysis

Johnson & Johnson (JNJ) Drugs Lift Guidance, but Is 23 Times Earnings Fair?

Johnson & Johnson (NYSE:JNJ) raised its 2026 forecast earlier this month.

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October 21 - Stock Analysis

Procter & Gamble (PG) Expects 1% to 3% Organic Growth, Is That Enough?

Procter & Gamble (NYSE:PG) declared its quarterly dividend of $1.0885 per share earlier this month, a payout the company has raised for 70 years in a row.

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October 21 - Stock Analysis

Berkshire Hathaway (BRK-B) Starts Spending Its Cash, but Is 24 Times Earnings Fair?

Berkshire Hathaway (NYSE:BRK-B) will soon report its first quarter that includes Taylor Morrison, the homebuilder it agreed to buy for about $6.8 billion in cash.

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October 21 - Stock Analysis

Philip Morris (PM) Passed 40% Smoke-Free Revenue, but Cigarettes Did the Growing

Philip Morris International (NYSE:PM) just reported a record quarter that looks like proof its smoke-free bet is working.

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October 21 - Stock Analysis

Amgen (AMGN) Sales Grew 10%, but Can Earnings Catch Up to the Price?

Amgen (NASDAQ:AMGN) and AstraZeneca reported Phase 3 results this week for Tezspire in eosinophilic esophagitis, a condition that makes swallowing difficult.

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October 21 - Stock Analysis

Is AstraZeneca (AZN) Stock Cheap?

AstraZeneca (NYSE:AZN) reports third-quarter results next week, and it has already stuck to one promise this year.

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October 21 - Stock Analysis

Can Coca-Cola (KO) Stock Support 28 Times Earnings?

KFC plans to start serving Coca-Cola (NYSE:KO) drinks at its U.S. restaurants in January, replacing PepsiCo, The Wall Street Journal reported last week.

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October 21 - Stock Analysis

HSBC’s (HSBC) Wealth Business Is Growing 18%, but Can Hong Kong Keep Powering It?

HSBC Holdings (NYSE:HSBC) plans to shift senior staff pay from fixed allowances to bonuses starting in 2028, Bloomberg reported this month, citing a memo it had seen.

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October 21 - Stock Analysis

Novartis (NVS) Grew Sales Again as Entresto Fell 50%, Can Remibrutinib Carry It?

Earlier this month, Novartis (NYSE:NVS) won a second US approval for Rhapsido, the drug also known as remibrutinib, this time for symptomatic dermographism, a form of chronic ...

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October 21 - Stock Analysis

CH Robinson (CHRW) Earnings Grew 24.8% in a Freight Slump, Can That Last?

C.H. Robinson Worldwide (NASDAQ:CHRW) reports third-quarter results next week, and its last report set a high bar.

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October 21 - Stock Analysis

FedEx Freight (FDXF) Collects More per Shipment as Volume Shrinks, Can Margins Recover?

FedEx Freight (NYSE:FDXF) reports next week, its first full set of results since splitting from FedEx in June. But the number to watch isn’t revenue.

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October 21 - Stock Analysis

United Parcel Service (UPS) Charges More Per Package, but Is the Dividend Safe?

United Parcel Service (NYSE:UPS) reports third-quarter results next Tuesday, and its last report left an odd result to explain.

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October 21 - Stock Analysis

Lockheed Martin (LMT): Is the Pullback a Buying Opportunity?

Lockheed Martin Corporation (NYSE:LMT) has retreated significantly after powering to 52-week highs early in the year.

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October 21 - Hedge Funds, News

FedEx (FDX) Is Leaner After Its Freight Spin, but Can Earnings Catch Up?

FedEx (NYSE:FDX) is due to report results after the market closes next Wednesday, its first since the fiscal fourth-quarter report this summer.

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October 21 - Stock Analysis

Onto Innovation (ONTO) Guided Q3 Higher, Will Its $1 Billion Backlog Deliver?

Onto Innovation (NYSE:ONTO) will report third-quarter results shortly after the market closes in less than three weeks, and the company has already put a number on what it expects...

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October 21 - Stock Analysis

SK Hynix (SKHY) Earns a 76% Operating Margin, but Will It Hold?

A Chinese memory maker gave SK Hynix (NASDAQ:SKHY) investors something new to worry about last week.

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October 21 - Stock Analysis

Is STMicroelectronics (STM) a Buy Heading Into Earnings?

STMicroelectronics (NYSE:STM) reports third-quarter results next week, and the company has already set the bar.

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October 21 - Stock Analysis

Coupang (CPNG) Sales Grew 10% at Constant Currency, but Can Profit Catch Up?

Coupang (NYSE:CPNG) reports third-quarter results early next month, and profit will matter more than sales.

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October 21 - Stock Analysis

Barrick Mining (B) Earnings Rose 50%, but Is Cash Flow Keeping Up?

Barrick Mining (NYSE:B) reports third-quarter results early next month, and its last report left an odd pairing behind.

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October 21 - Stock Analysis

Ciena (CIEN) Has $8.5 Billion in Backlog, but Can It Justify Its Premium?

Ciena (NYSE:CIEN) took in $1.67 billion in its latest fiscal quarter, 37% more than a year earlier.

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October 21 - Stock Analysis

Jabil (JBL) Guides to 24% Growth, but Can Thin Margins Carry the Plan?

Last week, Jabil (NYSE:JBL) signed a non-binding agreement with Adani Enterprises to form a 50:50 joint venture in India.

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October 21 - Stock Analysis

Jim Cramer Doubles Down On CoreWeave (CRWV), Sort Of

CoreWeave, Inc. (NASDAQ:CRWV) is one of Jim Cramer's favorite stocks when it comes to the data center buildout.

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October 21 - Market Movers, News

10 Best Aerospace Dividend Stocks to Buy

Rising inflation, elevated Treasury yields, and Middle East uncertainty continue to weigh heavily on the aerospace industry.

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October 21 - Dividend Stocks, Hedge Funds, News

Hedge Fund Investor Letters Q3 2026

In this article, we will share the hedge fund investor letters for the second quarter of 2026.

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October 21 - Hedge Fund Investor Letters, News

GE Vernova’s (GEV) Q3 Pullback Reflects Profit-Taking Amid Sustained AI-Capex Demand

Calamos Investments, a diversified global asset management firm, released its third-quarter 2026 investor letter for “Calamos Global Equity Fund”.

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October 21 - Hedge Fund Investor Letters, News

NVIDIA (NVDA) Leverages AI Growth to Expand Its Autonomous Driving Opportunity

NVIDIA Corporation (NASDAQ:NVDA) supplies technology that autonomous vehicles need, but its valuation still rests mainly on demand for AI computing. That difference matters.

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October 21 - Hedge Funds, News

Alphabet (GOOGL): Does Its Valuation Account for Waymo’s Potential?

Alphabet Inc. (NASDAQ:GOOGL) can finance Waymo from a much larger advertising and cloud business.

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October 21 - Hedge Funds, News

Illumina’s (ILMN) Strong Quarterly Beats on Revenue and Earnings Drive Share Gains

Calamos Investments, a diversified global asset management firm, released its third-quarter 2026 investor letter for “Calamos Global Equity Fund”.

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October 21 - Hedge Fund Investor Letters, News

Amazon (AMZN) Trades at 24 Times Forward Earnings. Can Its Cash Engines Fund the Robotaxi Bet?

Amazon.com, Inc. (NASDAQ:AMZN) gives investors exposure to autonomous driving through Zoox, but the investment case still rests on the businesses that pay for that expansion.

Keep Reading →

October 21 - Hedge Funds, News

NVIDIA Corp.’s (NVDA): Surging AI Demand Across End-Markets Powers Standout Results

Calamos Investments, a diversified global asset management firm, released its third-quarter 2026 investor letter for “Calamos Global Equity Fund”.

Keep Reading →

October 21 - Hedge Fund Investor Letters, News

What Makes Mayville Engineering (MEC) an Attractive Opportunity?

Rewey Asset Management’s Q3 2026 letter reports a 7.16% decline for its RAM Smid composite during the quarter, compared to a 4.36% decline for the Russell 2500 Value Index; ...

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October 21 - Hedge Fund Investor Letters, News

AMD’s Data Center Business Is Finally Delivering Profits. Can MU’s Rival Sustain the Momentum?

Advanced Micro Devices, Inc.’s (NASDAQ:AMD) fastest-growing business is no longer the one most people associate with its name.

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October 21 - Hedge Funds, News

Broadcom’s AI Revenue Surges 221%, But is Growth Becoming Too Dependent on AI Spending?

Broadcom's most interesting number this quarter was not its earnings per share. It was the speed at which customers bought more of its custom AI chips.

Keep Reading →

October 21 - Hedge Funds, News

Nvidia Is Becoming More Than a Chipmaker. Can it Sustain Its Exceptional Margins?

NVIDIA Corp.'s (NASDAQ:NVDA) next test may have less to do with inventing a faster chip than with persuading customers to buy an entire computing system around it.

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October 21 - Hedge Funds, News

Is Ultra Clean Holdings (UCTT) Positioned for a Semiconductor Rebound?

Rewey Asset Management’s Q3 2026 letter reports a 7.16% decline for its RAM Smid composite during the quarter, compared to a 4.36% decline for the Russell 2500 Value Index; ...

Keep Reading →

October 21 - Hedge Fund Investor Letters, News

12 Best NASDAQ Growth Stocks to Buy Over the Next 5 Years

Five years can change a company's fortunes, but they can also expose how much investors overpaid for growth that never arrived.

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October 21 - Hedge Funds, News

Vertex Pharmaceuticals’ New Drugs Are Gaining Ground. Is That Enough for Investors?

Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) has spent years building a highly profitable cystic fibrosis franchise.

Keep Reading →

October 21 - Hedge Funds, News

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