RB Global (RBA) Doubles its Buyback Authorization. Can Cash Generation Support it?
RB Global, Inc. (NYSE:RBA) doubled its buyback authorization as profits expanded, putting cash generation at the center of the investment case.
Insider Monkey Blog
Halliburton (HAL) Wins Integrated Cyprus Contract. Can Broader Services Improve Returns?
Halliburton Company (NYSE:HAL) announced a multi-year contract from Eni S.p.A. (NYSE:E) on September 15 for the Cronos ultra-deepwater development offshore Cyprus.
HCA Healthcare (HCA) Acquires a Healthcare College. Can Training Capacity Improve Staffing?
HCA Healthcare, Inc. (NYSE:HCA) announced on September 15 that it had completed its acquisition of The College of Health Care Professions.
Navan’s (NAVN) Collaboration with Engine Offers New Lever for Platform Stickiness
Navan Inc.’s (NASDAQ:NAVN) strategic alliance with Engine, a provider of travel and spend technology solutions, is targeted toward offering more choices to travelers.
Red Violet (RDVT) Expands FOREWARN Reach Through This Latest Partnership
Red Violet Inc.’s (NASDAQ:RDVT) wholly-owned subsidiary, FOREWARN, has revealed its latest collaboration with the Pacific West Association of REALTORS (PWR).
Streaming’s Biggest Rivals Just Became Allies in Washington
Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), and Alphabet Inc.
Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once
Wall Street's patience with the athletic footwear and apparel industry's recovery is wearing thin.
Orion Energy (OESX) Raises Guidance. How Firm is the Retailer Opportunity?
Orion Energy Systems, Inc.
Axon Enterprise (AXON) Prices $1B of Zero-Coupon Notes. What is the Real Cost?
Axon Enterprise, Inc. (NASDAQ:AXON) announced on September 16 that it priced $1 billion of 0% convertible senior notes due September 15, 2031.
Sabre (SABR) Prices $1.35B of Secured Notes. Is the Breathing Room Worth the Cost?
Sabre Corporation (NASDAQ:SABR) priced an upsized $1.35 billion offering of 9.875% senior secured notes on September 15 through its subsidiary, Sabre Financial Borrower, LLC.
Brookfield Business (BBUC) Joins Reliance Deal. What Returns Can it Capture?
Brookfield Business Corporation (NYSE:BBUC) will participate in Brookfield’s proposed acquisition of Reliance Worldwide Corporation, announced September 15.
Lindblad Expeditions (LIND) Buys White Desert Control. Can Antarctic Land Travel Lift Returns?
Lindblad Expeditions Holdings, Inc.
Vera Bradley (VRA) Returns to Operating Profit. Can the Recovery Outlast Tariff Refunds?
Vera Bradley, Inc. (NASDAQ:VRA) reported on September 15 that fiscal 2027 second-quarter revenue from continuing operations increased 1.1% to $71.6 million.
Trip.com (TCOM) Books RMB5.2 Billion Penalty. Can Overseas Growth Offset Domestic Pressure?
Trip.com Group Limited (NASDAQ:TCOM) reported second-quarter 2026 net revenue of RMB15.7 billion, up 6% year over year, in results released September 15.
Forgent Power (FPS) Reports $3B Backlog. Can Manufacturing Keep Up?
Forgent Power Solutions, Inc. (NYSE:FPS) reported fiscal fourth-quarter revenue of approximately $462 million on September 15, up 94% year over year.
RF Industries (RFIL) Reports Stronger Profits. Can New Orders Sustain the Improved Product Mix?
RF Industries, Ltd. (NASDAQ:RFIL) reported stronger fiscal third-quarter results on September 14.
Sempra (SRE) Adds a 20-Year LNG Agreement. How Much Commercial Risk Does it Remove?
Sempra (NYSE:SRE) added a long-term customer commitment on September 14, when its infrastructure subsidiary announced a 20-year sales and purchase agreement with Petróleo Brasileiro...
Bloom Energy (BE) Unveils a New Power Play for the AI Boom
Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply...
Exxon (XOM) Eyes a Return to Venezuela After Nearly Two Decades Away
A Wall Street Journal report on September 16 revealed that ExxonMobil Holdings Corporation (NYSE:XOM) is nearing a preliminary agreement with Venezuela’s state-owned PDVSA, ...
BMO Sees Phillips 66 (PSX) Breaking into New Highs
Phillips 66 (NYSE:PSX) has been on a strong rally this year, posting gains of over 110% since the beginning of 2026.
Definium’s LSD Pill Clears a Second Anxiety Trial, and the Psychedelics Sector Is Watching
Definium Therapeutics, Inc.
California Resources (CRC) Sells Uinta Assets for $90 Million
California Resources Corporation (NYSE:CRC) announced on September 17 that it had agreed to sell its Uinta Basin assets, located mostly in Utah and Colorado, to an undisclosed...
Musk Says NVIDIA (NVDA) AI Chips Are Headed to Space With SpaceX (SPCX) Next Year
Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together.
Targa Resources (TRGP) Gets a Fresh Vote of Confidence from TD Cowen
Targa Resources Corp. (NYSE:TRGP) has significantly outperformed the wider market this year, posting gains of over 56% since the beginning of 2026.
Morgan Stanley Sees Marathon Petroleum (MPC) Breaking into New Highs
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market this year, supported by an unusually sharp surge in global refining margins as the prolonged...
Morgan Stanley Sees More Fuel for Valero’s (VLO) Rally
Valero Energy Corporation (NYSE:VLO) has been on a strong rally, posting gains of over 140% since the beginning of 2026.
NextEra (NEE) and Dominion (D) Unveil a Bigger Pitch for Virginia
On September 14, NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc.
NextEra’s Nuclear Bet Just Got a $1.9 Billion Boost
NextEra Energy, Inc. (NYSE:NEE) announced on September 8 that it had secured a loan of up to $1.9 billion from the U.S.
Morgan Stanley Sees Shell (SHEL) Hitting New Highs
Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries.
Chevron (CVX) Supercharges its Venezuela Bet with More Oil Rigs
Chevron Corporation (NYSE:CVX) is about to significantly expand its operations in Venezuela.
UBS Sees Phillips 66 (PSX) Blazing Past its Record High
Phillips 66 (NYSE:PSX) has almost doubled in value since the beginning of 2026, propelled by the high refining margins amid the US-Iran war, which has significantly reduced the...
Baker Hughes (BKR) Raises 2026 Guidance. But Investors Aren’t Impressed
Baker Hughes Company (NASDAQ:BKR) raised its 2026 financial guidance on September 9, reflecting the impact of its $13.6 billion acquisition of Chart Industries, a global manufacturer...
Marathon Petroleum (MPC) Could Smash its All-Time High, UBS Says
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market and more than doubled in value since the beginning of 2026.
Oracle (ORCL) Cloud Revenue Jumps 121% and its Backlog Hits $664 Billion. Can it Actually Deliver?
Oracle Corporation (NYSE:ORCL) reported on September 10 that its revenue rose 30% in the fiscal first quarter, driven by a 121% jump in cloud infrastructure revenue.
Nine Years, Eight Delays, and Now Rocket Thrusters: Tesla Finally Sets a Roadster Date
Tesla, Inc. (NASDAQ:TSLA) has once again set a deadline for its second-generation Roadster.
Can Max Turn AI Adoption into Continued Growth for ServiceTitan (TTAN) Stock?
The field-service software market continues to transition towards AI-powered platforms capable of automating workflows, improving technician productivity, and supporting contractors...
Radiant Logistics (RLGT): Citizens Turns Bullish on a Quarter the Full Year Doesn’t Back Up
On September 14, 2026, Radiant Logistics, Inc. (NYSEAMERICAN:RLGT) reported fourth fiscal quarter results for the period ended June 30, 2026.
Nashville’s Traffic Nightmare Is Now a $9.2B Ferrovial (FER)-Led Project
On August 19, Ferrovial (NASDAQ:FER) announced it had been selected to deliver the I-24 Southeast Choice Lanes, a 26-mile project running between Nashville and Murfreesboro.
IDEXX (IDXX) Bets an AI Scribe Can Sell More Pet Diagnostics
On September 16, IDEXX Laboratories (NASDAQ:IDXX) announced it had bought CoVetAI, a fast-growing veterinary software company whose tool listens during appointments and organizes...
Prudential (PRU) Is Leaving Emerging Markets, And This $185M Sale Proves It
On September 18, Prudential Financial (NYSE:PRU) announced it will sell every share it holds in Alexforbes, a company listed on the Johannesburg Stock Exchange.
Interactive Brokers (IBKR) Turns Every Revenue Dollar Into 77 Cents of Pretax Profit
On July 21, Interactive Brokers Group (NASDAQ:IBKR) reported results for the quarter ended June 30, with earnings of $0.69 per diluted share, up from $0.51 a year earlier.
Ferguson (FERG) Keeps Beating a Housing Market That Refuses to Cooperate
On August 10, Ferguson Enterprises Inc.
Agilent (A) Wants Pathology Labs To Go Digital, 540 Slides At A Time
On September 4, Agilent Technologies (NYSE:A) launched a slide scanner in the United States that can hold up to 540 glass slides at once.
eGain (EGAN): B. Riley and Roth Capital Both Cut Targets as AI Growth Struggles to Offset Legacy Declines
On September 3, 2026, eGain Corporation (NASDAQ:EGAN) reported fiscal 2026 fourth-quarter and full-year results.
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