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Insider Monkey Blog

Jim Cramer on Hub Group (HUBG): “Got to Wait Till Oil Calms Down”

Inquiring about Hub Group, Inc. (NASDAQ:HUBG), a caller asked if it is a buy right now during the lightning round of the September 16 episode of Mad Money.

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September 21 - Hedge Funds, News

H World (HTHT) Cleared Its $2B Promise Early, Then Topped It

On August 17, H World Group (NASDAQ:HTHT) said it had wrapped up its 2024 commitment to return $2 billion to shareholders ahead of schedule. Then it approved a bigger one.

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September 21 - Hedge Funds, News

Most Qorvo (QRVO) Bondholders Said Yes, but Skyworks (SWKS) Is Still Waiting

On September 18, Skyworks Solutions (NASDAQ:SWKS) extended the deadline on its offers to swap Qorvo (NASDAQ:QRVO) bonds for new Skyworks debt, moving it to September 25.

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September 21 - Hedge Funds, News

A Cyber Intelligence Veteran Now Runs Masco’s (MAS) AI Agenda

On September 15, Masco Corporation (NYSE:MAS) gave technology its own seat on the Executive Committee, creating a Chief Technology and AI Officer role and filling it with Yaron...

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September 21 - Hedge Funds, News

Textron (TXT) Unveils a Cargo Plane Concept That Needs No Pilot

On September 14, Textron (NYSE:TXT) unit Textron Aviation and Merlin, an autonomous flight software company, introduced a cargo plane concept with nobody at the controls.

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September 21 - Hedge Funds, News

Ares Capital (ARCC) Raised $750M Through 2033 Notes. Should Dividend Fans Care?

On September 8, Ares Capital (NASDAQ:ARCC) priced $750 million of unsecured notes paying 6.250% and maturing on September 15, 2033.

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September 21 - Hedge Funds, News

Four-Year-Old iPhones Are Hitting Trade-In Bins, and Assurant (AIZ) Is Ready

On August 27, Assurant (NYSE:AIZ) released data showing that mobile trade-in programs handed $1.43 billion back to US consumers in the second quarter of 2026.

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September 21 - Hedge Funds, News

Tempus AI (TEM) Is Building a Heart Failure Agent That Never Sleeps

On September 9, Tempus AI (NASDAQ:TEM) said ARPA-H, a US health research agency, picked it to build an AI that treats heart failure patients without a clinician stepping in.

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September 21 - Hedge Funds, News

Logitech (LOGI) Wants To Hand Coders A Remote Control For AI

On September 8, Logitech (NASDAQ:LOGI) announced the MX Keypad, a customizable set of physical keys that lets developers trigger AI coding agents and run commands with one press...

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September 21 - Hedge Funds, News

Akamai (AKAM) Wants to Be the Bouncer for Your AI Agents

On September 10, Akamai Technologies (NASDAQ:AKAM) expanded its work with integration platform MuleSoft to help companies spot the hidden APIs and AI agent connections that leave...

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September 21 - Hedge Funds, News

Emera (EMA) Closes the Book on New Mexico, But Earnings Still Flinch

On August 12, Emera (NYSE:EMA) finished selling New Mexico Gas Company, an Albuquerque-based regulated gas utility, to Bernhard Capital Partners.

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September 20 - Hedge Funds, News

RB Global (RBA) Is Betting Up To $1B On Its Own Stock

On September 15, RB Global (NYSE:RBA) said it is lifting its buyback ceiling to $1 billion from $500 million.

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September 20 - Hedge Funds, News

Why Jones Lang LaSalle (JLL) Is Betting on a Brand-New Operations Boss Now

On September 16, Jones Lang LaSalle (NYSE:JLL) named Paul Morgan its Chief Operating Officer and gave him a seat on the Global Executive Board, where he reports to CEO Christian...

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September 20 - Hedge Funds, News

Ascendis Pharma (ASND) Authorizes $400M Share Buyback

On September 14, Ascendis Pharma A/S (NASDAQ:ASND) said its Board had authorized buying back up to $400 million of its own ordinary shares.

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September 20 - Hedge Funds, News

RBC Bearings (RBC) Writes a Small Check While Its Big Numbers Keep Climbing

On August 10, RBC Bearings Incorporated (NYSE:RBC) said Dodge Industrial, Inc., one of its subsidiaries, bought PSC Couplings, LLC, in an asset purchase for $24.2 million in cash...

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September 20 - Hedge Funds, News

A Mystery Buyer Placed a 450-Megawatt Bet on INNIO’s (INIO) Gas Engines

On September 17, INNIO (NASDAQ:INIO) announced that an unnamed US energy company had ordered 450 megawatts of its Jenbacher J624 gas engines, with delivery expected by 2028.

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September 20 - Hedge Funds, News

Pan American Silver (PAAS) Updates its Reserve Base. How Much Growth Reflects Better Mines?

Pan American Silver Corp.

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September 20 - Hedge Funds, News

Halozyme Therapeutics (HALO) Proposes $1.05B in Convertibles. Is More Time Worth the Cost?

Halozyme Therapeutics, Inc. (NASDAQ:HALO) announced on September 16 a proposed $1.05 billion offering of convertible senior notes due October 1, 2033.

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September 20 - Hedge Funds, News

Mechanics (MCHB) Sells Most of its Runoff Auto Portfolio. Can Redeployment Improve Earnings?

Mechanics Bancorp (NASDAQ:MCHB) announced September 16 that its wholly owned subsidiary, Mechanics Bank, had completed the sale of approximately $417 million of performing indirect...

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September 20 - Hedge Funds, News

Unisys (UIS) Transfers $200M of Pension Obligations. Does the Charge Obscure Progress?

Unisys Corporation (NYSE:UIS) announced on September 16 that it had closed an agreement with New York Life Insurance Company to transfer approximately $200 million of U.S.

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September 20 - Hedge Funds, News

Viatris (VTRS) Wins Japan WAKIX Approval. Can it Build a Meaningful Specialty Business?

Viatris Inc.

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September 20 - Hedge Funds, News

A Failed Auction and a 15% Drop: Is Cooper Companies (COO) a Value Trap or a Bargain?

For almost nine months, The Cooper Companies, Inc. (NASDAQ:COO) has been trying to sell its CooperSurgical unit.

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September 20 - Hedge Funds, News

Plains All American (PAA) Signs $585M Deal. Can Spare Capacity Lift Returns?

Plains All American Pipeline, L.P.

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September 20 - Hedge Funds, News

Lennox is Down 38% and Trading at 52-Week Lows. Bargain or Value Trap?

Deutsche Bank downgraded Lennox International Inc. (NYSE:LII) to Hold on September 14, 2026, but left the price target at $444.

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September 20 - Hedge Funds, News

American Eagle (AEO) Holds its Forecast Steady, But Investors Sell Anyway

On September 9, 2026, Reuters reported that American Eagle Outfitters, Inc.

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September 20 - Hedge Funds, News

Huntington Cut Its Outlook Right as the Fed Hiked. First Crack in Regional-Bank Margins?

Huntington Bancshares Incorporated (NASDAQ:HBAN) dropped 5.55% to $15.82 on September 16, 2026, close to its 52-week low.

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September 20 - Hedge Funds, News

Apple (AAPL)’s New CEO Bets Big on a $1,999 Foldable iPhone

On September 9, 2026, Apple Inc.

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September 20 - Hedge Funds, News

Analog Devices (ADI) Bets $1.35 Billion on Chips that Let Machines Think for Themselves

On September 9, 2026, Analog Devices, Inc.

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September 20 - Hedge Funds, News

Casey’s (CASY) Beats on Profit, but a Soft Sales Number Sends the Stock Tumbling

On September 9, 2026, Casey's General Stores, Inc.

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September 20 - Hedge Funds, News

Signet Jewelers (SIG) Swings to a Profit and Signs a Credit Deal Worth $1 Billion

On September 9, 2026, Signet Jewelers Limited (NYSE:SIG) reported second-quarter net profit of more than $52 million, reversing a net loss of over $9 million a year earlier, with...

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September 20 - Hedge Funds, News

Jersey Mike’s (JMKE) Posts its First Public Earnings, and the Numbers Back Up the Growth Story

On September 9, 2026, Jersey Mike's Subs Inc.

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September 20 - Hedge Funds, News

The Semaglutide Cliff vs. a 10x Multiple: Is Novo Nordisk (NVO) a Value Trap or a Bargain?

Morgan Stanley has cut Novo Nordisk A/S (NYSE:NVO) to Underweight on September 11, 2026.

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September 20 - Hedge Funds, News

Chewy (CHWY) Beats on Profit Even as Pet Spending Stays Soft

On September 9, 2026, Chewy, Inc.

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September 20 - Hedge Funds, News

Independence Realty Trust (IRT) and Centerspace Combine into an $8.1 Billion Apartment Giant

On September 9, 2026, Independence Realty Trust, Inc. (NYSE:IRT) and Centerspace announced a definitive all-stock merger agreement.

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September 20 - Hedge Funds, News

Alphabet (GOOGL)’s Google Bets on Finland’s Cold Weather and Nuclear Power for its Next AI Buildout

On September 9, 2026, Reuters reported that Alphabet Inc.

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September 20 - Hedge Funds, News

Paramount (PSKY) Turns California’s Own Words Against it in Warner Bros. (WBD) Bond Fight

On September 8, 2026, Reuters reported that Paramount Skydance Corporation (NASDAQ:PSKY) said California Attorney General Rob Bonta made television statements that contradict ...

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September 20 - Hedge Funds, News

Stellantis (STLA) Recalls 200,000 More Jeeps, its Latest Entry in a Record Recall Year

On September 9, 2026, Reuters reported that Stellantis N.V.

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September 20 - Hedge Funds, News

Starbucks (SBUX)’s New Chai Recipe has its Most Loyal Customers Revolting

On September 4, 2026, the Wall Street Journal reported that Starbucks Corporation (NASDAQ:SBUX)' longtime chai latte devotees have turned against the company's reformulated recipe...

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September 20 - Hedge Funds, News

Warner Music (WMG) Bets its AI Truce with Suno Can Turn into a New Revenue Line

On September 9, 2026, Reuters reported that AI music startup Suno launched a new suite of models, including its flagship v6 and exploratory v6-Wild, built in partnership with ...

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September 20 - Hedge Funds, News

Jim Cramer on Iron Mountain (IRM): “It’s Been an Incredible Stock”

Toward the end of the lightning round on September 17, a caller asked for Mad Money’s host Jim Cramer’s thoughts on Iron Mountain Incorporated (NYSE:IRM), and he replied: ...

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September 20 - Hedge Funds, News

Two Years In, Starbucks (SBUX)’s CEO Niccol has Won Back Customers. Now Wall Street Wants Margins

On September 9, 2026, Reuters reported that CEO Brian Niccol's first two years as Starbucks Corporation (NASDAQ:SBUX) CEO have succeeded in bringing customers back to the coffee...

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September 20 - Hedge Funds, News

Lululemon (LULU): Wall Street Keeps Cutting Targets, But Nobody’s Calling It Cheap Enough to Buy

On September 3, 2026, lululemon athletica inc. (NASDAQ:LULU) reported second-quarter fiscal 2026 results for the period ended August 2, 2026.

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September 20 - News

Amazon (AMZN)’s Debut Sterling Bond Sale Prices Bigger, But Demand Cools from Alphabet’s

On September 9, 2026, Reuters reported that Amazon.com, Inc.

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September 20 - Hedge Funds, News

Nokia (NOK) Gets a Buy Rating, But Q2 Operating Loss Raises Questions

On September 17, B. Riley initiated coverage of Nokia Oyj (NYSE:NOK), giving the stock a Buy rating and setting the price target at $15.

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September 20 - Hedge Funds, News

Tesla (TSLA)’s Autopilot Software Wins Over a Sixth European Country

On September 8, 2026, Reuters reported that Slovenia approved Tesla, Inc. (NASDAQ:TSLA)'s FSD Supervised driver-assistance system for its roads.

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September 20 - Hedge Funds, News

ASML (ASML) and Chip Giants like TSMC Plot a Bigger Canvas for Building AI Chips

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers.

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September 20 - Hedge Funds, News

KeyBanc Raises AppFolio (APPF) Price Target: What Investors Need to Know

On September 17, KeyBanc lifted its price target on AppFolio, Inc.

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September 20 - Hedge Funds, News

Nordson’s (NDSN) New Vantage XL Addresses Increasing Advanced Semiconductor Packaging Demand

The launch of ASYMTEK Vantage XL comes at a time when demand for advanced semiconductor packaging solutions is accelerating.

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September 20 - Hedge Funds, News

Amazon (AMZN) Taps the UK Bond Market for the First Time to Help Fund its AI Buildout

On September 8, 2026, Reuters reported that Amazon.com, Inc.

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September 20 - Hedge Funds, News

Amazon (AMZN) Sued Again, This Time over How it Treats Pregnant Warehouse Workers

On September 8, 2026, Reuters reported that Amazon.com, Inc.

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September 20 - Hedge Funds, News

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