Jim Cramer Prefers Palo Alto (PANW) Over SentinelOne (S)
Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc.
Insider Monkey Blog
Nike (NKE) Shareholders Side with the Board Over Norway’s Wealth Fund on Climate Disclosure
On September 8, 2026, Reuters reported that NIKE, Inc.
GE Aerospace (GE) Pays $12 Billion to Own the ‘Black Art’ Behind its Jet Engines
On September 9, 2026, Reuters reported that GE Aerospace (NYSE:GE) agreed to buy castings maker Consolidated Precision Products for $11.75 billion.
Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks
On September 14, during the episode of Mad Money, Jim Cramer said CrowdStrike Holdings, Inc.
High Tide (HITI) Reports Record Revenue. Why is Cash Flow Lagging Operating Profit Growth?
High Tide Inc. (NASDAQ:HITI) reported record fiscal third-quarter revenue of C$198.8 million on September 14, up 33% year over year.
Burford Capital (BUR) Prices $300M of Secured Debt. Is the Refinancing Buying Enough Time?
Burford Capital Limited (NYSE:BUR) announced on September 14 that its indirect, wholly owned subsidiary, Burford Capital Global Finance LLC, priced $300 million of 8% senior secured...
Jim Cramer on Broadcom (AVGO): “The Stock May Be Too Cheap to Ignore”
During the September 14 episode of Mad Money, Jim Cramer addressed the broader tech sector pullback and mentioned Broadcom Inc.
Jim Cramer Says Give Kraft Heinz (KHC) Six Months to Prove Its Turnaround
During the September 11 episode of Mad Money, a caller asked whether to buy, sell, or hold shares of The Kraft Heinz Company (NYSE:KHC).
CoinShares (CSHR) Attracts Inflows as Revenue Falls. Can Asset Gathering Restore Fee Economics?
CoinShares PLC (NASDAQ:CSHR) reported approximately $27.6 million in net inflows for the first half of 2026, yet U.S.
Crane Company (CR) Plans a $240M Pump Deal. Can Aftermarket Earnings Justify the Price?
Crane Company (NYSE:CR) announced a definitive agreement on September 14 to acquire Trillium Flow Technologies’ U.S. pump business for approximately $240 million.
Kestra Medical (KMTS) Raises Outlook. Can Better Reimbursement Support Scale?
Kestra Medical Technologies, Ltd. (NASDAQ:KMTS) reported on September 14 that fiscal first-quarter 2027 revenue increased 60% to $31.0 million.
Copart (CPRT) $1.9 Billion ACV Deal Draws Bullish Bets Despite a Weak Quarter
On September 10, 2026, Copart, Inc.
Lovesac Company (LOVE): Three Analysts Still Say Buy. All Three Just Cut Their Targets
On September 10, 2026, The Lovesac Company (NASDAQ:LOVE) reported second-quarter fiscal 2027 results for the period ended August 2, 2026.
Academy Sports and Outdoors (ASO): Target Hikes Follow Q2, but No Upgrades
On September 9, 2026, Academy Sports and Outdoors, Inc. (NASDAQ:ASO) posted second-quarter results for the period ended August 1, 2026.
Wall Street Splits on Phreesia (PHR) as Margins Improve but Growth Visibility Fades
On September 2, 2026, Phreesia, Inc. (NYSE:PHR) reported second-quarter fiscal 2027 results for the period ended July 31, 2026.
Ascendis Pharma (ASND) Will Regain Metabolic Drug Rights. Is Greater Ownership Worth the Cost?
Ascendis Pharma A/S (NASDAQ:ASND) announced on September 14 that it will regain exclusive rights to develop, manufacture, and commercialize TransCon products in metabolic and ...
Snowflake (SNOW): Eight Firms Raised Targets. Nobody Wants to Talk About the Multiple
On September 2, 2026, Snowflake Inc. (NYSE:SNOW) reported second-quarter fiscal 2027 results for the period ended July 31, 2026.
Ondas (ONDS) Buys GATE and Bron. Can Component Ownership Improve Defense Returns?
Ondas Inc. (NASDAQ:ONDS) completed its acquisitions of GATE Technologies Ltd.
The Children’s Place (PLCE) Reports a $39M Tariff Refund. Are Margins Recovering?
The Children's Place, Inc. (NASDAQ:PLCE) reported on September 14 that fiscal second-quarter net sales declined 18.9% year over year to $241.8 million.
Dave & Buster’s (PLAY) Food and Drink Sales Rise as Games Weaken. Can Profits Recover?
Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) reported a widening split between dining and entertainment in its September 14 second-quarter results.
Realty Income (O) Announces €528M Partner Investment. Can it Lift Returns?
Realty Income Corporation (NYSE:O) announced on September 14 a European property venture in which capital accounts advised by KKR & Co. Inc.
The Hain Celestial (HAIN) Signs $323M Sale. Can Lenders Clear the Path?
The Hain Celestial Group, Inc.
Guardian Metal (GMTL) Reports Shallow Tungsten. Can Discoveries Improve the Mine Plan?
Guardian Metal Resources PLC (NYSEAMERICAN:GMTL) reported its first Good Hope drilling results on September 14, adding exploration potential to the Pilot Mountain tungsten project...
Virtus Investment Partners (VRTS) Reports Broad Outflows. Can Growing Products Offset the Erosion?
Virtus Investment Partners, Inc.
Victory Capital (VCTR) Expands ETF Assets. Is the Growth Becoming More Durable?
Victory Capital Holdings, Inc.
August Sales Figures Inspire Confidence in Buckle (BKE)
The Buckle Inc. (NYSE:BKE) shared its sales data for four-week period ending August 29.
Barnes & Noble Education (BNED) Delivers Solid Q1 as First Day Complete Gains Steam
On September 8, Barnes & Noble Education Inc. (NYSE:BNED) revealed its Q1 FY27 print, delivering meaningful developments around some key metrics.
Digital Realty Trust (DLR) Forms Türkiye Venture. Does Secured Power Justify the Commitment?
Digital Realty Trust, Inc. (NYSE:DLR) announced a joint venture with Rönesans Infrastructure on September 14 to develop and operate data centers in Türkiye.
Nvidia’s CUDA-Q Logical Extends Its Quantum Software Moat, But the Hardware Timeline Remains Uncertain
Nvidia Corporation (NASDAQ:NVDA) has expanded CUDA-Q with a new orchestration layer designed for fault-tolerant quantum computing.
Bernstein Flags CoreWeave as Most Exposed to an AI Training Slowdown
Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds...
SpaceX Said $100 Billion Is Within Reach, Its Cash Flow Tells Another Story
Space Exploration Technologies Corp. (NASDAQ:SPCX) is increasingly confident it can reach a $100 billion annual revenue run rate by year-end.
Logistic Properties of the Americas (LPA) Wins $145 Million Sale Approval. Can Mexico Replace Peru Income?
Logistic Properties of the Americas (NYSEAMERICAN:LPA) moved closer to selling Parque Logístico Lima Sur after Peru’s antitrust authority, INDECOPI, approved the transaction...
Roblox (RBLX) Plans Standalone Games. Can its Business Expand Beyond its App?
Roblox Corporation (NYSE:RBLX) announced on September 11 that creators will be able to distribute games as standalone applications across mobile devices, computers, and consoles...
Iren’s CEO Says Demand Is Strong, The Financials Says It’s Complicated
Iren Limited (NASDAQ:IREN) CEO Daniel Roberts has presented a detailed, data-backed argument that demand for AI compute remains fundamentally constrained by limited supply, irrespective...
The Elmet Group (ELMT) Announces $450 Million Commitment. Can Tungsten Expansion Deliver Profits?
The Elmet Group Co. (NASDAQ:ELMT) announced a $450 million committed Department of War investment on September 14 and closed the initial $200 million financing that day.
Public and Private Nuclear Companies Meet Institutional Investors at the StoneX Nuclear Innovation Summit, September 23-24
Presentations, Two Panels and One-on-One Meetings in Knoxville, Tennessee, Then a Day Inside Oak Ridge National Laboratory Uranium Enrichment, Small Modular Reactors, Microreactors...
Boyd Group (BGSI) Approves Buybacks. Can Acquisitions and Capital Returns Coexist?
Boyd Group Services Inc. (NYSE:BGSI) is adding repurchases to a capital allocation strategy built around collision-repair consolidation.
GMR Solutions (GMRS) Targets $28 Million in Interest Savings. How Much Comes from Cheaper Debt?
GMR Solutions Inc. (NYSE:GMRS) disclosed on September 11 that its subsidiary, Global Medical Response, Inc., secured binding commitments to reprice its first-lien term loan.
Takeda Pharmaceutical (TAK) Gets Priority Review. Can Zasocitinib Win in Psoriasis?
Takeda Pharmaceutical Company Limited (NYSE:TAK) announced on September 14 that the FDA accepted its New Drug Application for zasocitinib under priority review for adults with...
Aon’s $17 Billion USI Deal: What Hedge Fund Sentiment Says About AON and KKR
Aon Plc (NYSE:AON) confirmed on August 31 that it will buy USI Insurance Services from KKR & Co. Inc. (NYSE:KKR) for $17.0 billion in an all-cash deal funded by new debt.
Polestar (PSNY)’s US Exit Just Showed Up in its Guidance
Reuters reported that Polestar Automotive Holding UK PLC (NASDAQ:PSNY) cut its full-year 2026 delivery forecast on September 3, noting the fallout from being barred from selling...
Jim Cramer on Tesla (TSLA): “My Only Solution to It Is That SpaceX Has to Buy It”
On September 14, a caller asked for Mad Money’s host Jim Cramer’s thoughts on Tesla, Inc. (NASDAQ:TSLA). He replied: It's at $358. I don't know.
Apple (AAPL) Faces a $2.7 Billion UK Lawsuit over its App Tracking Rules
On September 3, 2026, Reuters reported that Apple Inc.
Lululemon (LULU) Cuts its Outlook Again Just as a New CEO Walks through the Door
On September 4, 2026, Reuters reported that lululemon athletica inc.
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