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Insider Monkey Blog

VinFast (VFS)-Backed Taxi Firm GSM Plots a US and European Push ahead of its Hong Kong IPO

On September 3, 2026, Reuters reported that Green and Smart Mobility (GSM), the Vietnamese electric taxi operator linked to VinFast Auto Ltd.

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September 17 - Hedge Funds, News

Talen Energy (TLN) Gains as Regulatory Progress Enhances Data Center Framework

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Ryanair (RYAAY) Slashes its Winter Flight Plans to Dodge a Costly Oil Spike

On September 2, 2026, Bloomberg and Reuters reported that Ryanair Holdings plc (NASDAQ:RYAAY) cut its full-year traffic target from 216 million to 214 million passengers.

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September 17 - Hedge Funds, News

Abitibi Metals Intersects 3.72% CuEq over 9.2 m Within a Broader 1.25% CuEq over 60.2 m at the B26 Deposit

Toronto, Ontario, September 17th, 2026, FinanceWire Abitibi Metals Corp.

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September 17 - Press Releases

ZenaTech Selected for Canada’s Defence Drone Initiative Marketplace, Expanding Opportunities for ZenaDrone’s AI-Powered Autonomous Drone Solutions

Toronto, Canada, September 17th, 2026, FinanceWire ZenaTech, Inc.

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September 17 - Press Releases

Strong Execution Strengthens Macerich (MAC) in Q2

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 17 - Hedge Fund Investor Letters, News

Starbucks (SBUX) Wins Big in Court, but One Finding Still Sticks

A federal appeals court declined to enforce most of a National Labor Relations Board ruling that Starbucks Corporation (NASDAQ:SBUX) illegally threatened employees with reprisals...

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September 17 - Hedge Funds, News

Boeing (BA)’s $8.4 Billion Supplier Buyback Keeps Turning Up New Costs

On September 3, The Wall Street Journal reported that The Boeing Company (NYSE:BA) has uncovered hundreds of millions of dollars in additional liabilities at Spirit AeroSystems...

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September 17 - Hedge Funds, News

Southwest (LUV) Finally Joins the Lounge Business it Long Rejected

Southwest Airlines Co.

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September 17 - Hedge Funds, News

Medtronic (MDT) Raises its Outlook Again as Heart Device Demand Keeps Climbing

Reuters reported that Medtronic plc (NYSE:MDT) raised the lower end of its fiscal 2027 profit forecast and its revenue growth outlook on September 1, banking on strong demand ...

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September 17 - Hedge Funds, News

Here’s Why Why Baron Capital Bought Alexandria (ARE) 

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 17 - Hedge Fund Investor Letters, News

OpenAI Fires Back at Apple (AAPL)

Reuters reported that OpenAI denied Apple Inc. (NASDAQ:AAPL)’s allegations of trade secret theft in a filing late Monday, August 31, in U.S.

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September 17 - Hedge Funds, News

Baron Real Estate Income Fund’s Q2 2026 Investor Letter 

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 17 - Hedge Fund Investor Letters, News

Renewed Industry Competition Sparks T-Mobile US’s (TMUS) Sell-Off

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Strong Operational Momentum Drives Quanta Services’ (PWR) Full-Year Outlook Upgrade

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Coherent (COHR): Unmet Hyperscaler Demand Fuels Aggressive Capacity Expansion

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Corning (GLW) Rallied on Strong Long-Term Outlook Upgrade

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Reaves Long Term Value Strategy’s Q2 2026 Investor Letter

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% (gross) increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Corning’s (GLW) Leadership Advantage in Adapting to Tech Transitions

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

ACV Auctions (ACVA) Jumps on Top-Line Growth and Large Buyback Authorization

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Renewed Demand Momentum Lifts WillScot Holdings (WSC)

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

HF Sinclair (DINO) Strengthens from Its Refining Segment Despite Sector Weakness

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Lazard (LAZ) Slid on Slower M&A Activity

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Here’s Why Dolby Laboratories (DLB) Traded Down in Q2

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Cambiar SMID Fund’s Q2 2026 Investor Letter

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. U.S.

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September 17 - Hedge Fund Investor Letters, News

STARPRIME Responds to Diverging Gold Market Demand with AM/PM Fixing and XAU24/7

Port Louis, Mauritius, September 17th, 2026, FinanceWire New offerings address two distinct market needs: fixing-related exposure management and continuous quote-driven gold access...

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September 17 - Press Releases

AtlasClear Holdings Reports Preliminary Fiscal 2026 Revenue of Approximately $20.1 Million, Up 85%; Revenue Plus Interest Income of Approximately $21.9 Million

TAMPA, Fla, September 17th, 2026, FinanceWire Stock Locate Fees Grow More Than 20-Fold to Approximately $6.8 Million; Commissions Up Approximately 56% Non-Commission Revenue Lines...

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September 17 - Press Releases

Jim Cramer on Aflac (AFL): “Not Great, Not Bad”

On September 11, toward the end of the lightning round, a caller inquired whether they should sell, continue to buy, or hold Aflac Incorporated (NYSE:AFL).

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September 17 - Hedge Funds, News

BCSM Exits Heartflow (HTFL) on Competitive Concerns

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

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September 17 - Hedge Fund Investor Letters, News

BCSM Exits Insulet Corporation (PODD), Maintains Watchlist Status

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

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September 17 - Hedge Fund Investor Letters, News

Rising Commoditization Threatens Booz Allen Hamilton Holding Corporation’s (BAZ) Margins

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

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September 17 - Hedge Fund Investor Letters, News

Fund Capitalizes on Axon Enterprise (AXON) in AI-Related Selloff

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

Coherent Corp. (COHR): A Critical Player in AI Data Center Buildouts

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

Baron SMID Cap ETF’s Q2 2026 Investor Letter

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF’”.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

Why Lincoln Educational (LINC) Is Outperforming 

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

Merck & Co. (MRK) is Building a Stronger Future Beyond Its Keytruda Franchise 

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

Earnings Drag and Geopolitical Headwinds Weigh on Lockheed Martin’s (LMT) Performance

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

Group 1 Automotive (GPI): Can High Debt and a Troubled UK Acquisition Derail the Recovery? 

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

Falling Bitcoin Prices Drag Down Products and Mining Revenue for Canaan (CAN)

On September 8, Canaan Inc. (NASDAQ:CAN) announced its second quarter FY26 results, which did not inspire confidence.

Keep Reading →

September 17 - Hedge Funds, News

Alphabet (GOOG): Is Massive Infrastructure Capex Worth It?

Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

The Return-on-Capital Question Looming Over NVIDIA Corporation’s (NVDA) AI Investments

Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

Jim Cramer Hesitates to Bet Against QXO CEO Brad Jacobs

Mentioning that their “stock is in the hole,” a caller asked if they should stay with QXO, Inc. (NYSE:QXO) or leave during the September 11 episode of Mad Money.

Keep Reading →

September 17 - Hedge Funds, News

Jim Cramer Explains Why AppLovin (APP) Stock Is Going Down

During the September 11 episode of Mad Money, a caller asked whether to sell AppLovin Corporation (NASDAQ:APP) after gains of about 400% following an 800% peak, or continue holding...

Keep Reading →

September 17 - Hedge Funds, News

Jim Cramer Believes Sphere Entertainment (SPHR) Is “Amazing”

Starting the lightning round of the September 11 episode, a caller asked if they should keep their “best winner” Sphere Entertainment Co. (NYSE:SPHR).

Keep Reading →

September 17 - Hedge Funds, News

Jim Cramer Says He Thinks “You Hold on to Meta”

During the September 11 episode of Mad Money, a caller asked about Meta Platforms, Inc.

Keep Reading →

September 17 - Hedge Funds, News

Jim Cramer Says He Can’t “Counsel Owning” Honeywell Aerospace (HONA)

When a caller inquired about Honeywell Aerospace Inc.

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September 17 - Hedge Funds, News

Estée Lauder (EL) Partners with University of Leeds to Address Shade-Matching Challenges

Estée Lauder Companies Inc. (NYSE:EL) aims to establish advanced standards for scientific formulation of complexion-enhancing products such as concealers and foundations.

Keep Reading →

September 17 - Hedge Funds, News

Jim Cramer on Advanced Micro Devices (AMD): “Buy It”

A caller asked during September 11’s episode of Mad Money if Advanced Micro Devices, Inc.

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September 17 - Hedge Funds, News

Jim Cramer Suggests A Caller That It Is Time to Move On From DraftKings (DKNG)

During the September 11 episode of Mad Money, an Investing Club member asked whether DraftKings Inc.

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September 17 - Hedge Funds, News

Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street Hesitates

On August 11, Silicon Labs (NASDAQ:SLAB) reported second-quarter results for the period ended July 4, posting revenue of $228 million, up 18% from a year earlier.

Keep Reading →

September 17 - Hedge Funds, News

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