Miniso (MNSO) Booming Membership Growth Collides With A Struggling Global Expansion
On August 28, Miniso Group Holding Limited (NYSE:MNSO) held its interim earnings call, and the numbers told two very different stories under one roof.
Insider Monkey Blog
Frontline (FRO) Just Delivered Its Best Quarter Yet, But Can It Last?
On August 28, Frontline (NYSE:FRO) posted the best quarter in company history, with net income of $659 million and adjusted profit of $580 million for the second quarter of 2026...
Pinterest’s (PINS) CFO Exit Tests Whether The Growth Story Holds
On August 28, Pinterest (NYSE:PINS) said that the Chief Financial Officer, Julia Donnelly, will leave the company on October 30, kicking off an external search for her replacement...
Honda (HMC), Nissan Edge Toward a Software Alliance
On August 29, Reuters reported that Honda Motor Co. Ltd.
What Affirm’s (AFRM) Blowout Quarter and Cautious CEO Say About the Consumer
On August 28, Affirm Holdings (NASDAQ:AFRM) gave investors two very different signals in the same breath.
How AI Power Demand Transformed Caterpillar (CAT) into a High-Multiple Tech Play
On August 17, Caterpillar Inc.
Josh Brown Says ‘Take a Break From AI CapEx World,’ Highlights His 2 Top Healthcare Stock Picks
In a recent interview on CNBC's Halftime Report, Josh Brown, CEO of Ritholtz Wealth Management, highlighted Incyte (NASDAQ: INCY) and Biogen (NASDAQ: BIIB) as two of his "Best...
Abercrombie (ANF) Jumps 32% This Week, Hedge Funds Cut Positions
Apparel maker Abercrombie & Fitch Co. (NYSE:ANF) saw its share prices climb by 32 percent week-on-week, with investor optimism primarily bolstered by a massive earnings beat.
David Einhorn Says SpaceX Could Mark a Speculative Top. Morgan Stanley Sees 113% Upside
David Einhorn and Morgan Stanley are looking at the same Space Exploration Technologies Corp. (NASDAQ:SPCX) and arriving at almost opposite conclusions.
Healthcare’s Best Week Since June Traces Back to a Single Moderna and Merck Cancer Trial
The health-care sector was on track for its strongest week since June 26, with the Health Care index rising more than 4% in the five trading days leading up to August 21, compared...
Klarna Recently Went for Its Worst Week Ever, Down More Than 30%
Shares of Klarna Group plc (NYSE:KLAR) were headed for their worst week as a public company recently, with more than a 30% decline over the five trading days leading to August...
Shattering Expectations: Standout Stocks Beating Consensus Estimates
The second quarter of the year has so far been a remarkably strong season for US-listed companies.
Coinbase and Robinhood Rally as Bitcoin Marches Toward Its Best Week in Months
Crypto-related stocks surged significantly on August 21, as bitcoin extended its rally, putting the digital currency on track to finish the week more than 20% higher.
Alibaba Shares Fell on a $10 Billion AI Raise. Insiders Saw a Buying Opportunity
Alibaba Group Holding Limited (NYSE:BABA) gave shareholders two very different signals within 48 hours.
Barclays Analysis: Major Record Labels Narrow Streaming Growth Gap With Spotify
According to Barclays' 12th Global Music Results Wrap, released August 21, major music companies reported an average streaming growth of 8.3% in the second quarter of 2026, with...
Salesforce Just Jumped 23%. Did the “SaaSpocalypse” Trade Finally Break?
Salesforce, Inc. (NYSE:CRM) jumped 22.6% on August 27 after earnings, and the move did more than rescue one software stock.
IREN Has $4B of Contracted ARR, but Only $1B Is Operating. How Much Will Reach GAAP Revenue?
IREN Limited (NASDAQ:IREN) disclosed $4 billion of contracted annualized run-rate revenue, or ARR, for calendar 2026 capacity, but only $1 billion was operating as of August 26...
PayPal (PYPL) Hit After Stripe, Advent Drop $53B Planned Takeover
PayPal Holdings Inc.
Dollar Tree (DLTR) Received $369M of Tariff Refunds and $14M of Interest. Will Reinvestment Produce Durable Traffic Growth?
Dollar Tree, Inc. (NASDAQ:DLTR) reported fiscal second-quarter net sales of $4.9 billion, an increase of 7.0% from a year earlier.
Dollar General (DG) Increased Traffic 2% and Expanded Gross Margin. How Much Improvement Was Temporary?
Dollar General Corporation (NYSE:DG) reported a quarter that combined stronger customer demand with a large temporary margin benefit.
DICK’S Sporting Goods (DKS): Foot Locker is Hurting, But the Core Business Holds Up
DICK'S Sporting Goods, Inc.
Jim Cramer Explained What Turned The Tide For NVIDIA Corporation (NASDAQ:NVDA)’s Stock
NVIDIA Corporation (NASDAQ:NVDA)'s earnings report saw a rather mixed reaction to the stock.
United Airlines (UAL): A321XLR Expansion Strengthens the International Growth Story
United Airlines Holdings, Inc. (NASDAQ:UAL) expects to receive enough Airbus A321XLR aircraft to support its European expansion in summer 2027.
Marvell Technology Inc. (NASDAQ: MRVL) Is Only Expensive If It Doesn’t Work, Jim Cramer Said
Marvell Technology Inc. (NASDAQ: MRVL) is one of Jim Cramer's favorite companies, particularly due to the firm's CEO.
Jim Cramer Shared Why Micron Technology, Inc. (NASDAQ:MU)’s Shares Didn’t Rise On Shortage News
Memory giant Micron Technology, Inc. (NASDAQ:MU)'s shares are among the top performers in the market.
McKesson Corporation (MCK) Doubles Down on Healthcare Growth With Precision Medicine Acquisition
McKesson Corporation (NYSE:MCK) has agreed to acquire privately held Precision Medicine Group for approximately $2.25 billion, as the healthcare company continues shifting its...
Here’s What Jim Cramer Thinks Is In Store For PayPal Holdings, Inc. (NASDAQ:PYPL) & Klarna
PayPal Holdings, Inc. (NASDAQ:PYPL)'s shares underwent significant turmoil on Friday after they closed a whopping 12.7% lower.
Best Buy (BBY) Raised Comparable-Sales Guidance but Product Margins Fell. Can Ads and Marketplace Sustain Margin Recovery?
Best Buy Co., Inc. (NYSE:BBY) reported stronger fiscal second-quarter results.
Ulta Beauty (ULTA) Sales Jumped 8.9%, but Space NK Pressured Gross Margin. Is the Deal Paying Off?
Ulta Beauty, Inc. (NASDAQ:ULTA) reported solid growth, but the Space NK acquisition is creating a more complicated margin story.
Rubrik (RBRK) Grew Revenue 38%, but Free Cash Flow Margin Fell to 15%. Is Growth Becoming Less Cash-Efficient?
Rubrik, Inc. (NYSE:RBRK) reported strong second-quarter growth, but cash generation did not keep pace with revenue.
Autodesk (ADSK) Grew Revenue 16% but Remaining Performance Obligations Rose Only 2%
Autodesk, Inc. (NASDAQ:ADSK) reported fiscal 2027 second-quarter revenue of $2.046 billion, up 16% year over year, while billings increased 10% to $1.854 billion.
Okta (OKTA) Grew Remaining Performance Obligations 17% While Revenue Rose 11%. Is the Platform Reaccelerating?
Okta, Inc. (NASDAQ:OKTA) reported fiscal second-quarter 2027 results that strengthened the case for a bookings recovery.
Workday (WDAY) Says AI Drove 25% of New Annual Contract Value. Why Did Total Subscription Backlog Grow Only 8%?
Workday, Inc. (NASDAQ:WDAY) is beginning to show that artificial intelligence can generate measurable contract activity.
Sellas Life (SLS) Falls 13% as Firm Still Mum on ALM Drug Candidate
Sellas Life Sciences (NASDAQ:SLS) saw its share price decline by 13.15 percent on Friday to close at $13.21 apiece, as investors turned increasingly concerned about the company...
Microsoft Made $24.1 Billion From OpenAI in 2026. Investors Still Can’t See One Crucial Number
Microsoft Corporation (NASDAQ:MSFT) quietly disclosed a number that changes the scale of its OpenAI relationship.
Kohl’s (KSS) Raised Profit Guidance as Comparable Sales Fell Again. How Much is From Tariff Refunds?
Kohl’s Corporation (NYSE:KSS) raised its profit outlook after reporting a mixed fiscal second quarter.
J. M. Smucker (SJM) Grew Sales 5% Due to Pricing. Is Volume Growth Broad Enough?
The J. M. Smucker Company (NYSE:SJM) reported a stronger fiscal first quarter and raised its full-year outlook.
Meta Is Down 27%. One Analyst Sees a $22 Billion AI Business Hiding in Plain Sight
Meta Platforms, Inc. (NASDAQ:META) has fallen around 27% from its 2025 high as investors question how quickly its huge AI spending will pay back.
IBM Introduces New Mainframe Processor Combining Its Own Tech With Arm Architecture
On August 24, International Business Machines Corporation (NYSE:IBM) introduced its next-generation dual-architecture processor for IBM Z and LinuxONE, the first processor milestone...
Bath & Body Works (BBWI) Returned to Digital Growth but Still Expects Sales to Decline. Can E-Commerce Fix Weak Store Traffic?
Bath & Body Works, Inc. (NYSE:BBWI) returned the North American direct business to growth in Q2 2026, marking the first year-over-year increase since 2021.
Dycom (DY) Grew Revenue 46% but Nearly $400M Came from Acquisitions. Is Organic Growth Strong Enough?
Dycom Industries, Inc. (NYSE:DY) reported record fiscal second-quarter revenue, but the headline growth rate requires some unpacking.
BofA Just Put a $70 Target on This Overlooked AI Packaging Stock
BofA Securities initiated Amkor Technology, Inc.
Marvell Fell After Its Google Deal. Why Did Investors Sell These Two AI Optics Stocks Too?
Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the numbers. Then Coherent Corp. (NYSE:COHR) and Lumentum Holdings Inc.
Williams-Sonoma (WSM) Grew Comparable Brand Revenue While Non-GAAP Operating Margin Fell. Can Demand Restore Operating Leverage?
Williams-Sonoma, Inc. (NYSE:WSM) delivered stronger demand across every major brand in fiscal 2026’s second quarter, but the underlying margin picture did not keep pace.
Wall Street Sees CoreWeave Anywhere From $74 to $250. Somebody Is Very Wrong
Wall Street is not simply divided on CoreWeave, Inc. (NASDAQ:CRWV). It is using almost incompatible valuation frameworks.
Abercrombie & Fitch (ANF) Posted Record Sales, but Hollister Comparable Sales Fell 3%. Is Brand Growth Broad Enough?
Abercrombie & Fitch Co. (NYSE:ANF) delivered record fiscal second-quarter net sales of $1.27 billion, up 5% from a year earlier.
Hedge Fund Resource Center
