Clear Secure’s (YOU) Profits Are Soaring While Growth Signals Cool
On August 5, Clear Secure (NYSE:YOU) reported second-quarter results that hit almost every mark investors watch: revenue, bookings, margins, and cash flow all moved in the right...
Insider Monkey Blog
Valaris (VAL) Swings Back to Profit, but Middle East Costs Linger
On August 5, Valaris Limited (NYSE:VAL) reported second-quarter results that swung from a first-quarter loss to a real profit, even as the company kept paying extra to operate...
Management Reiterates Optimistic FY26 Guidance for Intuitive Machines (LUNR)
On August 18, Austin Moeller from Canaccord Genuity reiterated his Buy rating for Intuitive Machines (NASDAQ:LUNR).
Profits Slide At Red Rock Resorts (RRR) Even As Dividends Hold
On August 4, Red Rock Resorts (NASDAQ:RRR) reported second-quarter results for the period ended June 30, and nearly every headline number moved in the wrong direction.
AerCap Holdings (AER) Inspires Confidence with 100th Boeing 787 Delivery
AerCap Holdings N.V.
Extended Strategic Agreements to Support Management’s Full-Year 2026 Guidance Raise for ATI Inc. (ATI)
During the second quarter earnings announcement, ATI Inc. (NYSE:ATI) management raised its full-year guidance for 2026.
Jim Cramer Shares His Playbook for Buying Applied Materials (AMAT)
On September 1, when a caller mentioned that they purchased Applied Materials, Inc.
Lululemon (LULU) Struggles as Analysts Cut Targets, But Is the Story Over?
On September 4, UBS cut its price target on lululemon athletica inc.
Why Gabelli’s Global Content & Connectivity Fund Likes Rogers Communications (RCI)
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Why Gabelli’s Global Content & Connectivity Fund Likes T-Mobile US (TMUS)
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Why Anterix (ATEX) Surged 169.6% in Q2, According to Gabelli
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Why Gabelli’s Global Content & Connectivity Fund Likes Alphabet (GOOGL)
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Broadcom (AVGO) AI Revenue Soars, But Wall Street Wants More
On September 2, Broadcom Inc. (NASDAQ:AVGO) reported strong financial results for its third quarter of fiscal year 2026, driven by continued strength in AI-related demand.
Jim Cramer Explains Why Velo3D (VELO) Is Only Worth a Quarter Position Right Now
During the lightning round of the September 1 episode of Mad Money, a caller highlighted Velo3D, Inc.’s (NASDAQ:VELO) 52% year-over-year revenue surge, raised guidance, and ...
CrowdStrike (CRWD) Stock Faces High Expectations After Strong Gains, DA Davidson Stays Bullish
Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) have rallied more than 83% year-to-date as of September 3.
Raytheon Is Winning Billions in Defense Contracts — Should You Buy RTX Stock?
RTX Corporation (NYSE:RTX) is increasingly benefiting from surging demand for missiles, air-defense systems, and other military equipment as geopolitical tensions rise and governments...
Moody’s Assigns First-Time Insurance Financial Strength Ratings to Freedom Insurance and Freedom Life
New York, United States, September 4th, 2026, FinanceWire Moody’s Ratings has assigned insurance financial strength ratings to two Freedom Holding Corp.
S&P Revises Outlook on Freedom Holding Corp. and Core Subsidiaries to Positive
New York, United States, September 4th, 2026, FinanceWire S&P Global Ratings has revised the outlook on the long-term credit ratings of Nasdaq-listed Freedom Holding Corp.
Acquisitive Strategy Offers Long-Term Prospects for QXO Inc. (QXO) Despite Dilution and Integration Risks
On July 1, QXO Inc. (NYSE:QXO) finalized its cash-and-stock acquisition of TopBuild Corp. for a $17 billion consideration.
Expansion of Commercial Operations in Focus for BWX Technologies (BWXT)
On August 27, David Strauss from Wells Fargo upgraded BWX Technologies Inc. (NYSE:BWXT) from an Underweight to Equal Weight rating.
Palantir Jumped 7.7% on an Expanded PwC Alliance as Globant Launched a Salesforce AI Pod. Which Services Model Scales Better?
Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization.
OpenAI’s $1 Billion Cyber Push Backs Cloudflare and SentinelOne. Which Has the Better AI Security Model?
OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships.
Qualys (QLYS) Posts Double-Digit Growth And Still Raises The Bar
On August 4, Qualys Inc.
JBT Marel (JBTM) Rides Record Orders Into A Messy Quarter
On August 3, JBT Marel Corporation (NYSE:JBTM) reported second-quarter 2026 results that read as two different companies stapled together.
Dianthus (DNTH) Piles Up Clinical Wins While Its Losses Widen
On August 4, Dianthus Therapeutics (NASDAQ:DNTH) reported second-quarter 2026 results alongside a stack of pipeline updates that touched nearly every program the company runs.
SoundHound AI Closed Its LivePerson Deal. Does the Acquisition Fix SOUN’s Scale Problem or Import LPSN’s Weaknesses?
LivePerson shareholders approved SoundHound AI's acquisition on September 2, and the companies completed the transaction on September 4.
Chagee’s (CHA) Overseas Boom Masks A Bruising Home Market Fight
On August 28, Chagee Holdings Limited (NASDAQ:CHA) reported second-quarter results that read like two different companies stitched together.
Jim Cramer Breaks Down P/E Multiples Explaining Why NVIDIA (NVDA) Looks Cheaper Than ServiceNow
During the September 2 episode of Mad Money, Jim Cramer broke down how nominal stock prices can misrepresent reality, as he offered a direct comparison between NVIDIA Corporation...
Hafnia (HAFN) Payouts Surge as Q2 Profit Hits Multi-Year High
On August 28, Hafnia Limited (NYSE:HAFN) reported second-quarter net profit of $277.8 million, its strongest quarterly result since the third quarter of 2022.
Jim Cramer Explains Why SanDisk (SNDK) Makes MongoDB (MDB) Look Expensive
When looking at stock market tickers, it is easy to fall into the trap of judging a company by its absolute dollar price rather than what is actually being paid for its earnings...
Jim Cramer Says “Own It, Don’t Trade It” as CVS Health Gains Momentum
A caller on the September 2 episode of Mad Money noted that CVS Health Corporation (NYSE:CVS) is up 21% this year, sports a 3% dividend, and trades at a 28 valuation compared ...
Jim Cramer on PG&E (PCG): Wildfire Liability Puts Growth Plans Under Pressure
On September 2, while discussing how California lawmakers failed to advance wildfire-liability reform, Mad Money host Jim Cramer mentioned PG&E Corporation (NYSE:PCG) and said...
AST SpaceMobile Director Bought $619,000 as Short Interest Reached 57.5 Million Shares. Is the Risk-Reward Turning?
AST SpaceMobile director Adriana Cisneros bought 10,822 shares through three related accounts on August 31.
Monolithic Power Revenue Jumped 48%. Can AI Power Chips Keep the Momentum Going?
On July 30, Monolithic Power Systems reported second-quarter revenue of $980.6 million, up 47.6% from a year earlier and 21.9% sequentially.
WhiteFiber’s Cloud and Colocation Revenue Grew With 6 Million Shares Sold Short. Is This AI Data-Center Bet a Squeeze or a Trap?
WhiteFiber's August 12 filing showed that second-quarter colocation and cloud-services revenue both increased, while 6.04 million shares were sold short at the August 14 settlement...
RingCentral Says Paid-AI Customers Now Represent 13% of ARR as Revenue Grew 6%. Has the Market Already Priced It In?
On July 23, RingCentral said customers using at least one paid native AI product represented about 13% of annual recurring revenue, and that measure had doubled year over year...
Robo.ai Says Three Months of Revenue Topped $180 Million. Why Does the Balance Sheet Still Look Fragile?
Robo.ai said preliminary revenue exceeded $180 million from June through August, primarily from QC Capital, which it acquired on June 15.
How A Closed Strait Turned Into A Cash Machine For BW LPG (BWLP)
On August 28, BW LPG (NYSE:BWLP) reported second-quarter results that captured just how strange the global LPG shipping market has become.
A Judge Spared Alphabet From an Ad-Tech Breakup but Ordered Changes. Does That Protect Its AI War Chest?
A federal judge on September 2 declined to force Google to sell major pieces of its advertising technology business, choosing conduct remedies instead.
Lam Research Legal Chief Sold $1.5 Million as AI Chip Demand Booms. Is the Signal Bearish?
Lam Research chief legal officer Ava Harter sold 5,000 shares at $302.46 on August 31, generating about $1.51 million and leaving her with 42,462 shares.
bioAffinity’s AI Lung-Cancer Stock Jumped Nearly 48% After a Reverse Split. What Would Have to Go Right?
bioAffinity Technologies jumped 47.95% on September 2, one day after announcing that it was advancing the potential use of CyPath Lung for post-treatment surveillance of lung-...
Sprinklr’s Revenue Grew Just 1% and the Stock Fell 9%. Can AI Innovation Break the Slump?
Sprinklr shares fell 8.55% on September 2 after the company reported fiscal second-quarter 2027 results.
Pagaya Posted a Record $45 Million Profit. Is AI Lending Finally Working?
On July 30, Pagaya Technologies reported a record $45 million of GAAP net income attributable to shareholders in the second quarter, giving investors a concrete profitability ...
Fluence Has a $6.4 Billion Backlog but Pushed $400 Million of Deliveries Out. Is the AI-Power Story Breaking?
In its August 5 results, Fluence Energy ended the fiscal third quarter with a $6.4 billion backlog, yet about $400 million of project deliveries moved into fiscal 2027.
Retail Investors Are Chasing Anthropic Before an IPO. Does Destiny Tech100 Offer Exposure or a Premium Trap?
A September 2 WallStreetBets thread asked how retail investors could gain Anthropic exposure before an initial public offering and listed Destiny Tech100 among several proxy routes...
Palantir Won a $127 Million Army Production Order and Still Fell 6%. Is the Valuation Finally Catching Up?
The U.S. Army moved its Tactical Intelligence Targeting Access Node, or TITAN, into production on September 1.
Western Digital Director Sold $2.5 Million After a Fourfold-Plus Run. Is AI Storage Momentum Peaking?
Western Digital director Stephanie Streeter's family trust sold 5,600 shares across August 31 and September 1 for $2,519,280.
Satya Nadella Sold $43 Million of Microsoft Under a Trading Plan. Is the Insider Signal Really Bearish?
Microsoft CEO Satya Nadella sold 86,525 shares on September 1 for approximately $43.39 million.
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