Strategy Builds a $1.6 Billion Cash Pool, But Does It Reduce the Bitcoin Risk? (Ready for Vardah)
Strategy Inc. (NASDAQ:MSTR) has tied much of its balance-sheet strategy to Bitcoin.
Insider Monkey Blog
Xiaomi’s New Chip Could Strengthen Its Premium Push, But the Timing Could Be Risky
Xiaomi Corporation (OTC:XIACF) is no longer content to compete through hardware design and pricing alone.
Wall Street Surprises: 5 Stocks Beating EPS Targets
As a large number of companies beat expectations on earnings, the market is becoming more selective about what constitutes a good earnings report.
Industrial Giants Pivot to AI Data Centers: Caterpillar (CAT), Cummins (CMI), and Ford (F) Target Power Boom
On August 15, 2026, The Wall Street Journal reported that US manufacturing rose to its highest level since 2022 last month.
SK hynix (SKHY) and Samsung Electronics: SK hynix Is Spending $720 Billion on Memory Chips. Its Stock Has Already Fallen 21%
On August 13, 2026, CNBC reported that SK hynix Inc. (NASDAQ:SKHY) is spending $720 billion on what it calls the largest network of memory factories in the world.
Jim Cramer Says GE Vernova (GEV) Order Book Might Have Gotten Soft
Jim Cramer warned on August 24 that mounting political and community backlash against data center power consumption could directly impact equipment suppliers like GE Vernova Inc...
Goldman Sachs (GS) & Intel (INTC) Just Backed the Same AI Video Startup
On August 17, The Financial Times reported that AI video startup Higgsfield raised $400 million at a $5.4 billion valuation from investors.
Jim Cramer Points to Government Stake for Intel (INTC) Drop
During the August 24 Mad Money episode, a caller noted that they bought Intel Corporation (NASDAQ:INTC) at a cost basis of $93 per share and asked whether to pyramid down into...
Warren Buffett “Blew It” on Alphabet (GOOGL) And Made It Berkshire’s Third-Biggest Bet
Released on August 14, Berkshire Hathaway's second-quarter 13F filing showed the conglomerate became a net buyer of nearly $19.8 billion in stocks, its first net-buying quarter...
Jim Cramer Is Bullish on Micron (MU) as AI Fuels Memory Demand
Micron Technology (NASDAQ:MU) has become one of the biggest beneficiaries of the artificial intelligence boom.
Strong Second Quarter Leads to a More Favorable 2026 Guidance for MDA Space (MDA)
On August 11, Sheila Kahyaoglu from Jefferies reduced her target price on MDA Space Ltd.
Varex Imaging (VREX) Stock Jumps 50% on Teledyne (TDY) Buyout Deal Just as Its Turnaround Gains Traction
On August 10, 2026, Teledyne Technologies Incorporated (NYSE:TDY) agreed to acquire Varex Imaging for $18.90 a share in an all-cash deal valued at about $1.1 billion.
OceanaGold Corporation (OGC) Acquires Ausgold in $549M Deal to Secure Katanning Gold Project
On August 17, 2026, OceanaGold Corporation (NYSE:OGC) agreed to acquire Australian gold developer Ausgold for about A$776 million, roughly $549 million.
PayPal Holdings (PYPL) Is in Talks to Sell Itself. Here’s How Far it’s Fallen
The Wall Street Journal reported on August 14, 2026, that PayPal Holdings, Inc.
Jim Cramer on Palantir (PLTR): “It’s a Great Spec, But It Is a Spec”
Okay, now here's the issue with Palantir. I have been committed to saying it was going to go up to $250, at least $200. I'm not backing away. They've had an amazing quarter.
Jim Cramer Shows Bullish Sentiment Toward Bitcoin But Still Warns Against Strategy (MSTR)
On August 24, a caller asked Jim Cramer for his thoughts on maximizing risk at the Bitcoin power law floor by starting a position in Strategy Inc (NASDAQ:MSTR) stock.
Jim Cramer Questions AEVEX (AVEX) Stock Sell-Off
What the heck happened to a stock we really like, AEVEX? I mean, here's a company that makes drones for the military, the single hottest part of the defense sector yet, its stock...
Sony Group (SONY) and Taiwan Semiconductor (TSM) Are Betting $4.7 Billion on the “Eyes” of AI Machines
On August 11, 2026, Sony Group Corporation (NYSE:SONY) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) agreed to form a $4.7 billion joint venture to develop...
Jim Cramer Highlights Sandisk’s (SNDK) Massive Buybacks After Stock Surge
I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern.
Nvidia’s AI Servers Are About to Get Pricier — What a 15%+ Hike Means for the Whole Stack
Some of NVIDIA Corporation (NASDAQ:NVDA)'s largest customers have been told that prices of servers containing its AI chips will rise by more than 15%, according to a Bloomberg...
Salesforce (CRM) Has a $315 Bull Case, but Earnings Need to Prove One Thing
Citizens is heading into Salesforce Inc. (NYSE:CRM)'s fiscal second-quarter 2027 print with a bullish view.
Applied Materials (AMAT) Enters a New AI-Driven Growth Cycle
The rapid buildout of AI infrastructure has been driving a strong demand cycle for semiconductor manufacturing equipment. Applied Materials, Inc.
Core Scientific (CORZ) Just Spent $444 Million on More Power. Here’s Why It Keeps Buying
On August 14, 2026, Core Scientific, Inc. (NASDAQ:CORZ) completed its acquisition of Polaris DS for roughly $444 million in cash.
NVIDIA Corporation (NVDA) & Blackstone (BX): Nvidia Wants Wall Street to Lend Against AI Chips Like They’re Mortgages
NVIDIA Corporation (NASDAQ:NVDA) is trying to turn its AI chips into an entirely new asset class.
Comcast Corporation (CMCSA) vs Charter Communications (CHTR): Two Cable Giants, Two Opposite Bets
Comcast Corporation (NASDAQ:CMCSA) and Charter Communications, Inc. (NASDAQ:CHTR) both reported second-quarter results in the same week, and they told very different stories.
Rivian Automotive (RIVN) Is Catching Up to Tesla (TSLA)’s Self-Driving Tech, But Tesla Still Leads
Michael Wayland, an auto reporter for CNBC, tested Tesla, Inc. (NASDAQ:TSLA)'s FSD (Supervised) and Rivian Automotive, Inc.
From Apple (AAPL) to Ford Motor Company (F): Why Global Giants Can’t Quit Chinese Technology
Global companies are leaning on Chinese technology more even as Washington tightens restrictions on it. CNBC reported on August 13, 2026, that Apple Inc.
Jim Cramer Says IBM Is A Hated Stock That Deserves Better
Toward the end of the lightning round of Mad Money on August 24, a caller asked for Jim Cramer’s opinion regarding starting a position in International Business Machines Corporation...
Advanced Micro Devices (AMD) and Intel (INTC) Both Just Raised Billions for AI. Here’s How Their Strategies Differ
On August 13, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a four-part bond offering that could raise between $4 billion and $5 billion.
Ferrari (RACE) vs. Tesla (TSLA): Ferrari’s $40M EV Record Shows How Luxury Scarcity Beats Tesla’s Mass-Market Volume
On August 17, 2026, a bespoke version of Ferrari N.V.
JPMorgan Chase & Co. (JPM) Could Soon Be Worth $1 Trillion. One Analyst Says $2 Trillion Is Next
On August 16, Wells Fargo reported that JPMorgan Chase & Co. (NYSE:JPM) could soon become the first bank ever to reach a $1 trillion market valuation.
West Red Lake Gold Reports Q2 2026 Results Including 51% Increase in Gold Production and 30% Reduction in AISC
West Red Lake Gold Mines Ltd. (“West Red Lake Gold” or “WRLG” or the “Company”) (TSXV:WRLG) (OTCQB:WRLGF) announces its financial and operating results for the three...
Morgan Stanley Sees a New High for ConocoPhillips (COP). Should Investors Buy?
ConocoPhillips (NYSE:COP) is a leading hydrocarbon exploration and production company with operations and activities in 13 countries.
Marathon Petroleum (MPC) and Valero Energy (VLO) Have Exploded in 2026. But Barron’s Sees More Upside
US refining stocks are rallying at full speed.
Morgan Stanley Sees ExxonMobil (XOM) Breaking its Record High. Can the Oil Giant Deliver?
ExxonMobil Holdings Corporation (NYSE:XOM) is the largest oil company in the United States, and one of the largest integrated energy companies in the world.
Expand Energy (EXE) is Building a Natural Gas Powerhouse. But is the Growth Story at Risk?
Expand Energy Corporation (NASDAQ:EXE) was held by 70 hedge funds at the end of Q2 2026 in the Insider Monkey database, with a total investment value of almost $2.7 billion.
Ventural Global (VG) is Riding the LNG Boom. But Can its Rally Last?
Venture Global, Inc. (NYSE:VG) is a leading US producer and exporter of LNG.
Why Baker Hughes (BKR) Could be a Key Winner From the AI Boom
Baker Hughes Company (NASDAQ:BKR) was held by 87 hedge funds at the end of Q2 2026 in the Insider Monkey database, with a total stake value of just over $4.1 billion.
Is Phillips 66 (PSX) Still a Buy After its Massive 2026 Rally?
Phillips 66 (NYSE:PSX) was held by 69 hedge funds at the end of Q2 2026 in the Insider Monkey database, with a total stake value of just over $5.6 billion.
Talen Energy (TLN) is Down 23% This Year. But Mizuho Expects a Rebound
On August 24, Talen Energy Corporation (NASDAQ:TLN) was initiated by Mizuho with an ‘Outperform’ rating and a price target of $405, implying an upside of over 32% from the...
Centrus Energy (LEU) May Have Found its Next Major Growth Opportunity
A Bloomberg report on August 21 revealed that Centrus Energy Corp. (NYSE:LEU) sees the US military as a key market for its enriched uranium.
Better Than Wall Street: These Stocks Just Exceeded Earnings Expectations
The key question no longer lies in whether companies can deliver strong earnings, but in how they can sustain the rapid pace of profit growth as the exceptional gains from AI ...
Enovix (ENVX) Plans to Double Drone Battery Capacity. Is a $183M Pipeline Enough to Justify the Expansion?
Enovix Corporation (NASDAQ:ENVX) shares fell 3.8% to $3.27 on August 20, the day the company announced plans to double its production capacity for drone batteries in South Korea...
Wolfspeed (WOLF) Says AI Data Center Revenue More Than Doubled. Can it Restore Positive Gross Margins?
Wolfspeed, Inc. (NYSE:WOLF) shares closed 9.4% lower at $26.35 on August 20 following its fiscal fourth-quarter results.
ZIM (ZIM) Beat Estimates but Trades 19% Below its Buyout Price. Is the Deal Discount Too Wide?
ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) reported better-than-expected second-quarter results on August 19.
Redditors Are Skeptical of SpaceX’s Orbital Data Centers. Are They Right?
Space Exploration Technologies Corp. (NASDAQ:SPCX) wants to put AI compute in orbit, and plenty of Redditors on investment subs think the idea makes little economic sense.
Home Depot (HD) Beat Q2 Estimates. What Did the $685M Tariff Refund Change?
The Home Depot, Inc. (NYSE:HD) reported a stronger-than-expected fiscal second quarter, although the results did not establish a broad home-improvement recovery.
Michael Burry Says This $21 Billion AI Startup Could Crack Nvidia’s Empire
Burry recently called Etched, a four-year-old AI chip startup, “serious competition” for Nvidia. The timing makes the warning harder to dismiss.
Hedge Fund Resource Center
