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Insider Monkey Blog

HealthEquity’s (HQY) Health Savings Engine Hits A New Gear

HealthEquity (NASDAQ:HQY) posted second-quarter fiscal 2027 results on August 27, which pushed revenue growth to 8% year over year, up from the 7% pace set over the first half...

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September 1 - Hedge Funds, News

Napco’s (NSSC) Record Quarter Comes With A Costly Asterisk Attached

Napco Security Technologies (NASDAQ:NSSC) held its fiscal fourth quarter 2026 earnings call on August 24, and the numbers it reported were close to a best-case scenario in the...

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September 1 - Hedge Funds, News

Lantronix (LTRX) Turns A Drone Bet Into A Real Growth Engine

Lantronix (NASDAQ:LTRX) closed out fiscal 2026 looking like a different company than it was a year earlier.

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September 1 - Hedge Funds, News

Nvidia’s (NVDA) Record Quarter Comes With A New Kind Of Bet

Nvidia Corp. (NASDAQ:NVDA) just posted a quarter that would make any other chipmaker blush.

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September 1 - Hedge Funds, News

Salesforce (CRM) Bets Its Next Chapter On An Unlikely AI Marriage

Salesforce (NYSE:CRM) spent its fiscal 2027 second quarter proving a point it has been arguing for months: that artificial intelligence is expanding its business rather than replacing...

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September 1 - Hedge Funds, News

CrowdStrike’s (CRWD) Blowout Quarter Comes With A Guidance Reality Check

CrowdStrike Holdings (NASDAQ:CRWD) just posted the best quarter in its history, and the numbers back that up.

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September 1 - Hedge Funds, News

UP Fintech’s (TIGR) Record Quarter Comes With A Bigger Bill

UP Fintech (NASDAQ:TIGR) used its August 26 earnings call to report an all-time high in quarterly revenue and a full reversal of the prior quarter's loss.

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September 1 - Hedge Funds, News

TORM’s (TRMD) Record Quarter Rides A Fragile Geopolitical Wave

TORM (NASDAQ:TRMD) just posted the best quarter in its history, and the reason has almost nothing to do with anything the company built on purpose.

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September 1 - Hedge Funds, News

Phibro’s (PAHC) Big Acquisition Bet Just Cleared Its First Full Year

Phibro Animal Health (NASDAQ:PAHC) closed out fiscal 2026 with numbers that speak for themselves.

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September 1 - Hedge Funds, News

Affirm’s (AFRM) Next Chapter Bets Big On The Card

Affirm Holdings (NASDAQ:AFRM) just delivered its most profitable quarter ever, and the stock still fell 4.26% anyway.

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September 1 - Hedge Funds, News

TD’s (TD) Record Quarter Comes With A Regulatory Asterisk

On August 27, The Toronto-Dominion Bank (NYSE:TD) reported a quarter that looked almost too clean.

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September 1 - Hedge Funds, News

Marvell’s (MRVL) Data Center Machine Keeps Rewriting Its Own Forecast

Marvell (NASDAQ:MRVL) just told Wall Street its AI growth story keeps getting bigger rather than settling down.

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September 1 - Hedge Funds, News

Bilibili’s (BILI) Ad Engine And Margins Outrun Its Slumping Game Unit

Bilibili (NASDAQ:BILI) just delivered its 16th straight quarter of gross margin improvement, and the numbers behind it are hard to ignore.

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September 1 - Hedge Funds, News

Royal Bank of Canada (RY) Posts Record Profit as Tariffs Loom

Royal Bank of Canada (NYSE:RY) just turned in one of its strongest quarters on record, and the market will now have to weigh that momentum against a fresh set of trade headwinds...

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September 1 - Hedge Funds, News

Build-A-Bear’s (BBW) Summer Stumble Tests A Brand Built On Loyalty

Build-A-Bear (NYSE:BBW) just posted one of its rougher quarters in years, then turned around and broke a sales record two weeks later.

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September 1 - Hedge Funds, News

Canadian Solar’s (CSIQ) Backlog Balloons While The Bottom Line Bleeds

Canadian Solar (NASDAQ:CSIQ) delivered a second quarter that reads like two different companies at once.

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September 1 - Hedge Funds, News

IREN (IREN) Swaps Bitcoin Rigs For Microsoft’s (MSFT) GPU Contracts

IREN (NASDAQ:IREN) spent years mining Bitcoin. On August 27, the company told investors that the chapter is closing for good.

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September 1 - Hedge Funds, News

PagerDuty (PD) Hits A Milestone While Trimming Its Own Headcount

PagerDuty (NYSE:PD) closed out its fiscal 2027 second quarter with an unusual mix of firsts.

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September 1 - Hedge Funds, News

Burlington’s (BURL) Discount Playbook Keeps Delivering Even As Weather Looms

Burlington Stores (NYSE:BURL) reported second-quarter results on August 27, and the numbers make clear that the off-price retailer's growth engine is still running hot.

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September 1 - Hedge Funds, News

Aviat Networks (AVNW) Bets Big On Private Networks As Margins Slip

Aviat Networks (NASDAQ:AVNW) closed out its fiscal 2026 on August 27, with a quarter that captures the company in two different lights at once.

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September 1 - Hedge Funds, News

Gap Inc. (GAP) Raises Its Outlook Even As Old Navy Stumbles

Gap Inc. (NYSE:GAP) just delivered one of its more contradictory quarters in years on August 27.

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September 1 - Hedge Funds, News

Moderna (MRNA) Soars 156% in August — Here’s What Propelled The Rally

Moderna Inc.

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September 1 - Market Movers, News

Nvidia Just Paused Part of Its AI Financing Machine. The Timing Is Awkward

NVIDIA Corporation (NASDAQ:NVDA) just delivered another monster quarter, then immediately gave investors a reason to revisit one of the ugliest questions around the AI boom.

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August 31 - News, Stock Analysis

This Bitcoin Miner Says It Has $4 Billion of Contracted AI ARR. One Analyst Thinks It Can More Than Double

IREN Limited (NASDAQ:IREN) told investors on August 27 that its 2026 AI capacity is largely sold out and carries about $4 billion of contracted annualized run-rate revenue.

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August 31 - News, Stock Analysis

The Canary in Foot Locker’s Coalmine: DICK’S Guidance Cut Drags NIKE Down With It

On August 25, DICK’S Sporting Goods, Inc. (NYSE:DKS) not only missed Wall Street numbers, but also sent a warning signal to NIKE, Inc.

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August 31 - News

Jim Cramer Tells Mad Money Caller Why Netflix (NFLX) Is Worth a Moderate Buy

Voicing frustration on the August 27 episode of Mad Money over leadership missteps like the botched buyout attempt in February and Reed Hastings stepping down, a caller asked ...

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August 31 - News

Salesforce (CRM) Stock Surges as Jim Cramer Says AI Fears Were Overstated

Salesforce, Inc.

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August 31 - News

Jim Cramer Notes Abercrombie & Fitch (ANF) is a Buy on a Pullback After Earnings Surge

Abercrombie & Fitch Co. (NYSE:ANF) delivered a powerful second quarter, which led to a nearly 36% one-day gain in its shares and a sharply higher full-year outlook.

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August 31 - News

Spyre (SYRE) Fell 13% on Its Weakest Program. Its Best One Just Worked

Spyre Therapeutics, Inc. (NASDAQ:SYRE) fell 13% to $94 on August 26, 2026, but the sell-off sharply overreacted to the underlying data.

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August 31 - News

The PayPal (PYPL) Buyout Is No More. Now Investors Have to Decide if the Business Is Worth It.

On August 28, 2026, Advent International and Stripe ended their roughly $53 billion pursuit of PayPal Holdings, Inc. (NASDAQ:PYPL) after failing to agree on a purchase price.

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August 31 - News

Kaiser Aluminum Has Pulled Back. UBS Sees an Attractive Entry Point

Kaiser Aluminum Corporation (NASDAQ:KALU) has pulled back sharply from its recent highs, but UBS sees the weakness as a buying opportunity.

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August 31 - Hedge Funds, News

SPGI Yields Around 1%. Is Its Dividend Growth Worth the Low Starting Yield?

S&P Global Inc. (NYSE:SPGI) is not a stock that investors typically buy for its dividend yield. At around 1%, the current income is fairly small.

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August 31 - Dividend Stocks, Hedge Funds, News

Why P&G’s 3% Yield Could Matter More to Long-Term Dividend Investors

The Procter & Gamble Company (NYSE:PG) remains one of the most established dividend-growth companies in the market.

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August 31 - Dividend Stocks, Hedge Funds, News

Nordson (NDSN) Raises Dividend 15%: The Case for this Underrated Dividend Stock

Nordson Corporation (NASDAQ:NDSN) could be one of the more underrated dividend-growth stocks in the industrial sector.

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August 31 - Dividend Stocks, Hedge Funds, News

Trump Says Exxon Will Enter Venezuela as Oil Investment Ramps Up

President Donald Trump said ExxonMobil Holdings Corporation (NYSE:XOM) is among the major oil companies preparing to enter Venezuela, signaling a potential reversal of Exxon’...

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August 31 - Hedge Funds, News

The Dividend King Investors May Have Overlooked

The Marzetti Company (NASDAQ:MZTI) is an interesting dividend story precisely because it is easy to overlook.

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August 31 - Dividend Stocks, Hedge Funds, News

Genuine Parts (GPC): A Dividend King Worth Watching

Genuine Parts Company (NYSE:GPC) has increased its dividend for 70 consecutive years, placing it among the longest-running dividend growth records in the market.

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August 31 - Dividend Stocks, Hedge Funds, News

FTC Lawsuit Puts Amazon’s (AMZN) High-Margin Advertising Business in Focus

The U.S. Federal Trade Commission, joined by 22 states, has sued Amazon.com, Inc.

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August 31 - Hedge Funds, News

Hims & Hers’ Australia Expansion Adds Growth, But Execution Will Be Key

Hims & Hers Health, Inc. (NYSE:HIMS) has entered Australia, marking its first expansion into the Asia-Pacific market.

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August 31 - Hedge Funds, News

Cheniere Energy: Corpus Christi Expansion Strengthens Its LNG Growth Outlook

Cheniere Energy, Inc.

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August 31 - Hedge Funds, News

Venezuela’s Energy Reopening Could Benefit Chevron (CVX) and GE Vernova (GEV), But Risks Remain

Chevron Corporation (NYSE:CVX), GE Vernova Inc.

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August 31 - Hedge Funds, News

Deere (DE): Baird Sees Upside as Agricultural Recovery Approaches

On August 31, Baird upgraded Deere & Company (NYSE:DE) to Outperform from Neutral and raised its price target to $800 from $640, implying meaningful upside from the share price...

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August 31 - Hedge Funds, News

Eli Lilly (LLY) Makes a $2.88 Billion Autoimmune Bet. What Could Go Right or Wrong?

Eli Lilly and Company (NYSE:LLY) has agreed to acquire privately held Merida Biosciences for up to $2.875 billion in cash, including an upfront payment and milestone-based payments...

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August 31 - Hedge Funds, News

ONEOK (OKE) Doubles Down on the Permian with $4.43 Billion Brazos Acquisition

ONEOK, Inc. (NYSE:OKE) has agreed to acquire Brazos Midstream’s Permian Midland Basin natural-gas gathering and processing assets for $4.425 billion in cash.

Keep Reading →

August 31 - Hedge Funds, News

Aon (AON) Bets $17 Billion on USI in Major Insurance Brokerage Deal

Aon plc (NYSE:AON) has agreed to acquire USI Insurance Services from KKR and other shareholders for $17 billion in cash, making it one of the largest insurance-brokerage acquisitions...

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August 31 - Hedge Funds, News

Nvidia (NVDA) Invests $3.5 Billion in MediaTek. Is This the Next Leg of Its AI Growth?

NVIDIA Corporation (NASDAQ:NVDA) is investing $3.5 billion in Taiwan-based MediaTek through convertible bonds, taking an existing AI partnership a step further.

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August 31 - Hedge Funds, News

Elastic (ESTC) Finally Delivered After Years of Head-Fakes — and Wall Street Still Can’t Agree It Lasts

Elastic N.V. (NYSE:ESTC) frequently curbed its previous rallies with conservative guidance.

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August 31 - News

First Solar (FSLR) Sold Off After the Tariffs. It’s the Solar Stock Built to Benefit From Them

Washington announced Section 232 solar tariffs on August 6, 2026, setting a $0.38-per-watt minimum import price on finished modules and a 15% tariff on certain polysilicon derivatives...

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August 31 - News

Crushing Wall Street: Stocks Beating Analyst Estimates

The second quarter earnings season is beginning to wind down and is shaping up to be another strong quarter in terms of growth.

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August 31 - Hedge Funds, News

Best Buy’s (BBY) Turnaround Gains Steam As Leadership Changes Hands

Best Buy (NYSE:BBY) delivered a quarter that turns skeptics into second-guessers.

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August 31 - Hedge Funds, News

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

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

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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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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20 Countries with the Highest Homeless Population

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12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

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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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20 Countries with the Strongest Armies in the World

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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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