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Insider Monkey Blog

American Financial Group (AFG) Closes Marina Sale, Expects $125M Gain

On August 31, American Financial Group (NYSE:AFG) announced it had closed the sale of Charleston Harbor Resort & Marina, a property it had agreed to offload back in April.

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September 22 - Hedge Funds, News

QXO (QXO) Bets Its Building Products Roll-Up On A Proven Operator

On August 24, QXO (NYSE:QXO) announced that Ken West will become its President and Chief Operating Officer effective September 1, taking over day-to-day operations and reporting...

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September 22 - Hedge Funds, News

Corcept’s (CORT) Cancer Drug Just Cleared Europe’s Toughest Hurdle

On September 18, Corcept Therapeutics (NASDAQ:CORT) said Europe's drug regulator recommended approval for the cancer therapy that has already earned a spot in US cancer treatment...

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September 22 - Hedge Funds, News

A New Patent Just Validated Nextpower’s (NXT) Boldest Growth Bet

On August 20, Nextpower (NASDAQ:NXT) announced that the US Patent and Trademark Office awarded it patent number 12,712,292 for its NX PowerMerge electrical balance of systems ...

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September 22 - Hedge Funds, News

Madison Air (MAIR) Bets Big With A $2.25B Stock Sale

On August 25, Madison Air Solutions Corporation (NYSE:MAIR) said it would sell roughly $2.25 billion of new stock to a group of investors that includes its own chairman.

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September 22 - Hedge Funds, News

Graco (GGG) Bets Big On Adhesives While Wall Street Trims Positions

On August 31, Graco Inc.

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September 22 - Hedge Funds, News

Lennox (LII) Trains An Army Of Technicians While Housing Lags

On September 3, Lennox International (NYSE:LII) opened a new training center in Fort Lauderdale, Florida, built to tackle one of commercial HVAC's biggest problems: not enough...

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September 21 - Hedge Funds, News

TTM Technologies (TTMI) Piles On Debt To Chase Growth

On September 10, TTM Technologies (NASDAQ:TTMI) priced $500 million in senior notes due 2034, carrying a 6.750% coupon.

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September 21 - Hedge Funds, News

SEI’s (SEIC) AI Expansion Lands Amid A Split Earnings Picture

On August 12, SEI Investments (NASDAQ:SEIC) announced a partnership with Zocks, an AI assistant built for financial advisors, adding another name to the ecosystem of tools it ...

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September 21 - Hedge Funds, News

Halozyme (HALO) Just Made A $1.3B Bet On Itself

On September 17, Halozyme (NASDAQ:HALO) priced $1.3 billion of convertible senior notes due 2033, an offering that grew from an originally planned $1.05 billion as demand came...

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September 21 - Hedge Funds, News

JBS (JBS) Wants All of Pilgrim’s Pride While Profits Slide

On August 18, JBS N.V.

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September 21 - Hedge Funds, News

Watsco (WSO) Bets $500M On Plumbing’s Next Frontier

On September 14, Watsco (NYSE:WSO) agreed to acquire The Granite Group, a plumbing and HVAC distributor generating roughly $500 million in annual sales across seven Northeast ...

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September 21 - Hedge Funds, News

UL Solutions (ULS) Turns Retail Data Into Its Next Growth Bet

On August 24, UL Solutions (NYSE:ULS) launched Retail Total Access, a software platform built to give retailers a single, unified view of the testing, inspection, and audit data...

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September 21 - Hedge Funds, News

Charles River’s (CRL) Vaccine Push Meets A Bumpy Quarter

On August 20, Charles River Laboratories (NYSE:CRL) announced a collaboration with Medigen Vaccine Biologics Corp/MVC to apply next-generation sequencing to MVC's new multivalent...

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September 21 - Hedge Funds, News

Charles River’s (CRL) New Automation Push Meets Old Margin Problems

On September 8, Charles River Laboratories (NYSE:CRL) said its newly automated cartridge manufacturing suite for Endosafe endotoxin testing had reached full operational capacity...

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September 21 - Hedge Funds, News

Amazon (AMZN) Bets Higher Pay Can Support its Next Phase of Growth

Amazon.com, Inc. (NASDAQ:AMZN) is raising the minimum starting wage for eligible full-time U.S. core operations workers by $1 to $20 an hour, effective September 27.

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September 21 - Hedge Funds, News

McDonald’s Becomes a Dividend King: What its 50-Year Streak Means for Income Investors

McDonald's Corporation (NYSE:MCD) reaching 50 consecutive years of dividend increases is a meaningful milestone.

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September 21 - Dividend Stocks, Hedge Funds, News

Ingredion’s Latest Move Offers Income Investors Something to Consider

Ingredion Incorporated (NYSE:INGR) increased its quarterly dividend to $0.83 per share, up from $0.82, marking the 12th consecutive year in which the company has raised its quarterly...

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September 21 - Dividend Stocks, Hedge Funds, News

Union Pacific (UNP) Sees Truck-to-Rail Shift as Diesel Prices Surge

Union Pacific Corporation (NYSE:UNP)'s management said rising diesel prices are beginning to push freight from trucks toward rail, as shippers look for more fuel-efficient transportation...

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September 21 - Hedge Funds, News

National Fuel’s Dividend Record Remains Strong as Energy Markets Shift

National Fuel Gas Company (NYSE:NFG) has declared a quarterly dividend of $0.555 per share, payable on October 15 to shareholders of record as of September 30.

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September 21 - Dividend Stocks, Hedge Funds, News

JPMorgan Raises its Dividend: A Look at Yield, Capital, and Shareholder Returns

JPMorgan Chase & Co.

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September 21 - Dividend Stocks, Hedge Funds, News

Intuitive Machines (LUNR) Rockets Higher as Analyst Bets on 100% Upside

Intuitive Machines (NASDAQ:LUNR) climbed by 12.93 percent on Monday to close at $15.72 apiece, after an investment firm reiterated its bullish stance on the stock, alongside a...

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September 21 - Market Movers, News

Microsoft’s Higher Dividend Comes with a Modest Yield and Heavy AI Spending

Microsoft Corporation (NASDAQ:MSFT) has raised its quarterly dividend to $0.98 per share from $0.91, an increase of 7 cents, or about 8%.

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September 21 - Dividend Stocks, Hedge Funds, News

Novartis (NVS) Faces Another Pipeline Setback as ALS Drug Fails Mid-Stage Trial

Novartis AG (NYSE:NVS) has discontinued development of VHB937, also known as lifonebart, after the experimental ALS drug failed to meet both its primary and secondary endpoints...

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September 21 - Hedge Funds, News

Novo Nordisk Partners with Anthropic to Bring AI Deeper into Drug Discovery

Novo Nordisk A/S (NYSE:NVO) has partnered with Anthropic to use Claude models and Claude Science in its research and development workflows, with the initial focus on specific ...

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September 21 - Hedge Funds, News

McCormick-Unilever Food Deal Faces UK Competition Review: What it Means for Investors

The UK Competition and Markets Authority (CMA) has opened a Phase 1 investigation into the proposed $65 billion merger between McCormick & Company, Incorporated (NYSE:MKC) and...

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September 21 - Hedge Funds, News

Haleon Turns to Weight-Loss Drug Users for its Next U.S. Growth Opportunity

Haleon plc (NYSE:HLN) is finding a new growth opportunity in the expanding U.S. population using GLP-1 weight-loss drugs such as Wegovy and Zepbound.

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September 21 - Hedge Funds, News

Boeing (BA) Strengthens its Backlog with Korean Air’s 103-Aircraft Commitment

The Boeing Company (NYSE:BA) and Korean Air finalized an order for 103 aircraft worth $36.2 billion at list prices, comprising 20 777-9s, 25 787-10s, 50 737-10s and eight 777-...

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September 21 - Hedge Funds, News

Snap’s Specs Get an Enterprise Boost from Salesforce and Nvidia

Snap Inc. (NYSE:SNAP) is pushing its $2,195 Specs augmented-reality glasses into the enterprise market through partnerships with Salesforce, Nvidia, and Amazon Web Services.

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September 21 - Hedge Funds, News

NIKE (NKE)’s Dow Seat Hangs in the Balance as Share Price Slumps

NIKE, Inc. (NYSE:NKE)'s falling share price is putting its place in the Dow Jones Industrial Average at risk.

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September 21 - Hedge Funds, News

Applied Materials Commits $5 Billion to India as Chip Manufacturing Expands

Applied Materials, Inc.

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September 21 - Hedge Funds, News

Lockheed Martin Fast-Tracks Secret Missile as Global Weapons Demand Rises

Lockheed Martin Corporation (NYSE:LMT) has unveiled the AIM-260 Joint Advanced Tactical Missile (JATM), a classified next-generation air-to-air weapon designed to provide greater...

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September 21 - Hedge Funds, News

AstraZeneca and Daiichi Sankyo’s Breast Cancer Drug Approved for NHS Use in England

AstraZeneca PLC (NYSE:AZN) and Daiichi Sankyo’s Enhertu has been cleared for use by England’s National Health Service (NHS) for patients with HER2-low metastatic breast cancer...

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September 21 - Hedge Funds, News

Fastly Inc. (FSLY) Jumps 15% Ahead of Tuesday’s Key Business Updates; Hedge Fund Conviction Weak

Fastly Inc.

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September 21 - Market Movers, News

Securitize (SECZ) Climbs to All-Time High on Tokenized Securities Go-Signal

Securitize Corp.

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September 21 - Market Movers, News

Vicor (VICR) Licenses its Power Patents to Another AI System Maker. Shares Jump 18%

Vicor Corporation (NASDAQ:VICR) announced on September 16 that it has licensed its Vertical Power Delivery patents to a new manufacturer of AI systems.

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September 21 - Hedge Funds, News

Philip Morris’ Dividend Gets an 8.8% Boost: What Investors Should Know

Philip Morris International Inc. (NYSE:PM) raised its quarterly dividend by 8.8% to $1.60 per share, or $6.40 annualized.

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September 21 - Dividend Stocks, Hedge Funds, News

Morgan Stanley Cuts Expedia (EXPE) to Underweight as Rivals Pull Ahead on Users

Morgan Stanley cut Expedia Group, Inc.

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September 21 - Hedge Funds, News

Nike (NKE) Brings in LVMH’s Alexandre Arnault as it Drops Out of the S&P 100

Nike, Inc.

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September 21 - Hedge Funds, News

Apollo (APO) Nears a 16% Stake in the Yankees. Why Private Equity Wants a Piece of Baseball

Apollo Global Management, Inc.

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September 21 - Hedge Funds, News

Faraday Future (FFAI) Bets on Robotics Beyond EVs, but the Revenue Opportunity Still Needs Proof

Faraday Future Intelligent Electric Inc. (NASDAQ:FFAI) is accelerating its push into robotics as it seeks to diversify beyond its original focus on luxury electric vehicles.

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September 21 - Hedge Funds, News

Wells Fargo Cuts Netflix (NFLX) to Underweight as its 2026 Slide Deepens

Wells Fargo downgraded Netflix, Inc.

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September 21 - Hedge Funds, News

AXT Inc. (AXTI) Climbs 16% on S&P 600 Addition

AXT Inc.

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September 21 - Market Movers, News

Jim Cramer on Credo (CRDO): “I Think You Can Buy the Stock”

On September 17, during the lightning round of Mad Money, a caller asked whether to buy, hold, or sell Credo Technology Group Holding Ltd (NASDAQ:CRDO) when looking out over a...

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September 21 - Hedge Funds, News

Jim Cramer on GameStop (GME): “I’m Willing to Say That That Stock Is a Buy”

During the lightning round of the September 17 episode of Mad Money, a caller inquired about GameStop Corp.

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September 21 - Hedge Funds, News

Jim Cramer Says KB Home (KBH) Could Report Weaker Numbers Like Lennar (LEN)

Jim Cramer expects KB Home (NYSE:KBH) to report another weak quarter, as he said on September 18 during the episode of Mad Money: We've got some earnings of consequence too.

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September 21 - Hedge Funds, News

Moderna (MRNA) Soars to Fresh High Ahead of Pipeline Updates This Week

Moderna Inc.

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September 21 - Market Movers, News

Arm Holdings (ARM) Soars 17% on Ambitious $2B Revenue Goal; Hedge Funds Bullish

Arm Holdings (NASDAQ:ARM) extended its winning streak to a fifth consecutive day on Monday, jumping as much as 16.8 percent in intraday trading to hit $322, as investors resumed...

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September 21 - Market Movers, News

Dave & Buster’s (PLAY): BMO Stays Bullish, UBS and Freedom Capital Aren’t Convinced Yet

On September 14, 2026, Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) reported second-quarter fiscal 2026 results for the period ended August 4, 2026.

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September 21 - Hedge Funds, News

Ciena (CIEN): Wall Street Cut Targets After Earnings, Then Raised Them on 2029 Outlook

On September 3, 2026, Ciena Corporation (NYSE:CIEN) reported third-quarter fiscal 2026 results for the period ended August 1, 2026.

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September 21 - Hedge Funds, News

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