Insider Monkey News

Selkirk Copper Drills 9.3% Cu, 7.4 g/t Au and 54.9 g/t Ag (15.1% CuEq) over 5.4 Metres at Minto North as Part of the Ongoing Phase 2 Drill Program

Vancouver, British Columbia, September 29th, 2026, FinanceWire Highlights Step-out drilling at Minto North intersected high-grade mineralization at the southern margin of this...

Keep Reading →

September 29 - Press Releases

Elevated Expectations Weigh on Guidewire (GWRE)

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Xometry (XMTR): AI-Enabled Marketplace Scaling Drives Revenue Surge and Profitability

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Warby Parker (WRBY): Early-Stage Category Leader with High-Yield Earnings Potential

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Fund Divests Cytek Biosciences (CTKB) Following Revenue Slowdown and Declining Profitability

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

DoubleVerify (DV) Sold Following Macro Pressures, Increased Competition, and AI Uncertainty

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Expansion and Data Center Demand Power Pinnacle West Capital Corp (PNW)

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Weak Results and Missouri Weather Normalization Concerns Weigh on Spire (SR)

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Accelerating Growth Drives Another Beat-and-Raise Quarter for Iron Mountain (IRM)

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Chevron (CVX): Is the Recent Decline a Temporary Setback or a Long-Term Opportunity?

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Nancy Pelosi And Bill Ackman Are Betting On The Same Two Stocks

Uber (NYSE:UBER) and Amazon (NASDAQ:AMZN) are showing up in both Nancy Pelosi's trading disclosures and Bill Ackman's Pershing Square portfolio.

Keep Reading →

September 29 - News, Stock Analysis

Claude AI Just Bought These 2 Pharma Stocks

Note: The stock trades discussed in this article come from AI Finance Labs, an investment experiment that operates publicly viewable portfolios directed by models including Claude...

Keep Reading →

September 29 - News, Stock Analysis

These Billionaires Were Piling Into Two Of 2026’s Worst-Performing Stocks

Intuit (NASDAQ:INTU) is down about 56% so far this year, but a look at the second quarter's 13F filings shows plenty of billionaire-led funds building positions, even as the count...

Keep Reading →

September 29 - Hedge Funds, News

DT Midstream (DTM) Jumps on Rising Demand in Key Data Centre Markets

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

Reaves Dividend Income Strategy’s Q2 2026 Investor Letter

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

STARTRADER Raises Lloyd’s of London Client Fund Insurance to USD 30 Million in Aggregate

Port Louis, Mauritius, September 29th, 2026, FinanceWire The aggregate cover increases thirtyfold from USD 1 million, applies to available balances and open positions in the event...

Keep Reading →

September 29 - Press Releases

Amaze Holdings (NYSE: AMZE) Executes Binding LOI to Acquire BullionFX | Alchemy, a Decentralized Gold-Backed Financial Ecosystem Valued at US$155 Million

NEWPORT BEACH, California, September 29th, 2026, FinanceWire Proposed acquisition would bring a gold-backed decentralized financial ecosystem, including decentralized financial...

Keep Reading →

September 29 - Press Releases

Companies From Uranium Mining to Fusion Meet Institutional Investors at the Inaugural ROTH Emerging Nuclear Technology Conference

Keynote, Fireside Chat, Lunch Panel and a Full Day of Investor Meetings at 1 Hotel Central Park in New York City, October 1 Uranium Mining, Fuel Cycle, Small Modular Reactors, ...

Keep Reading →

September 29 - News, Press Releases, Tech

Jim Cramer Can’t Stop Gushing About This AI Security Stock – But Can It Retain Customers?

While cybersecurity is a sector that Jim Cramer has been increasingly bullish on for more than a year, primarily due to AI generated tailwinds, Okta, Inc.

Keep Reading →

September 28 - News

TotalEnergies (TTE) Raises Buybacks as It Makes a Bigger Post-2030 Growth Bet

TotalEnergies SE (NYSE:TTE) is increasing shareholder returns while making a larger bet on production growth beyond 2030, putting its capital allocation strategy at the center...

Keep Reading →

September 28 - Hedge Funds, News

TransDigm (TDG): Strong Growth Meets a Tougher M&A and Valuation Debate

BMO Cuts Target as Aerospace Demand Holds TransDigm Group Incorporated (NYSE:TDG) is heading into the final quarter of fiscal 2026 with solid operating momentum, although analysts...

Keep Reading →

September 28 - Hedge Funds, News

Coinbase Global (COIN): New Growth Engines, Same Old Trading Fee Pressure

Coinbase Global, Inc.

Keep Reading →

September 28 - Hedge Funds, News

Uber (UBER) Has a Growing Insurance Bill. Is Cash Flow Keeping Up?

Uber Technologies, Inc. (NYSE:UBER) is generating more operating cash while carrying a larger insurance obligation.

Keep Reading →

September 28 - Hedge Funds, News

Walmart (WMT) Delivers Forgotten Groceries Fast. Can Small Orders Make Money?

Walmart Inc. (NASDAQ:WMT) reported roughly 40% growth in U.S. store-fulfilled delivery in its fiscal second-quarter results released August 20.

Keep Reading →

September 28 - Hedge Funds, News

Intuit (INTU) Knows Its Customers’ Books. Should it also be their Lender?

Intuit Inc.

Keep Reading →

September 28 - Hedge Funds, News

Boeing (BA) Is Generating Cash Again. How Much Comes From Future Deliveries?

The Boeing Company (NYSE:BA) generated $1.185 billion in operating cash during the first half of 2026, compared with a $1.389 billion outflow a year earlier.

Keep Reading →

September 28 - Hedge Funds, News

Paychex (PAYX): The Segment Mix Shift Caught the Street Off Guard, But Guidance Did Not Move

Paychex, Inc. (NASDAQ:PAYX) fiscal 2027 first-quarter revenue rose 6% to $1.6 billion, and adjusted EPS grew 10% to $1.34, both ahead of expectations.

Keep Reading →

September 28 - Hedge Funds, News

Disney (DIS) Pays for the Playoffs. What Happens When Series End Early?

The Walt Disney Company (NYSE:DIS) reported fiscal third-quarter 2026 Sports revenue of $4.5 billion, up 4%, while segment operating income fell 17% to $858 million.

Keep Reading →

September 28 - Hedge Funds, News

Costco (COST) Collects More Membership Fees. How Much Does It Give Back?

Costco Wholesale Corporation (NASDAQ:COST) increased membership income in fiscal 2026, but rewarding loyal shoppers carries a cost elsewhere in its accounts.

Keep Reading →

September 28 - Hedge Funds, News

Intel (INTC) Shared Its Factory Bill. Did It Give Up Too Much Flexibility?

Intel Corporation (NASDAQ:INTC) found a partner to help pay for its Arizona chip factories, but accepted constraints on how it operates them.

Keep Reading →

September 28 - Hedge Funds, News

MongoDB (MDB): CEO Exit Puts Strategy Under Scrutiny Ahead of Investor Day

MongoDB, Inc.

Keep Reading →

September 28 - Hedge Funds, News

Spotify (SPOT) Won a Bundling Fight. Why Is Its Royalty Bill Still in Dispute?

On September 1, 2026, a federal judge declined to allow an early appeal of the ruling that Premium qualifies as a music-and-audiobook bundle.

Keep Reading →

September 28 - Hedge Funds, News

Merck (MRK) Withdrew a Cancer Filing. Is the Drug’s Promise Still Intact?

Merck & Co., Inc. (NYSE:MRK) and Daiichi Sankyo announced on September 25 that they voluntarily withdrew the U.S.

Keep Reading →

September 28 - Hedge Funds, News

Tesla (TSLA) has a Growing Warranty Bill. Are Future Margins Paying for Past Sales?

Tesla, Inc. (NASDAQ:TSLA) is carrying a larger obligation to service products it has already sold.

Keep Reading →

September 28 - Hedge Funds, News

IonQ (IONQ): BofA Sees Upside as Quantum Roadmap Gains Commercial Traction

IonQ, Inc.

Keep Reading →

September 28 - Hedge Funds, News

Stitch Fix (SFIX) Fixed its Checkout Mistake. Can it Fix its Shrinking Customer Base?

Stitch Fix, Inc. (NASDAQ:SFIX) has corrected a checkout mistake, but its outlook points to a customer problem that predates the error.

Keep Reading →

September 28 - Hedge Funds, News

BlackLine (BL) Acquires NetNow. Can Better Credit Decisions Drive Growth?

BlackLine, Inc.

Keep Reading →

September 28 - Hedge Funds, News

Jim Cramer Got His Wish With This Mega AI Stock’s Latest Announcement

NVIDIA Corporation (NASDAQ:NVDA) made a very important announcement on Monday as it fulfilled Jim Cramer's long-held wish.

Keep Reading →

September 28 - News

Precigen (PGEN) Gets FDA Recognition. Can it Cut the Cost of Developing New Drugs?

Precigen, Inc.

Keep Reading →

September 28 - Hedge Funds, News

Nubank (NU): Monzo Talks Add a European Growth Option, but Credit Execution Remains Key

Monzo Talks Add a New Growth Option Nu Holdings Ltd.

Keep Reading →

September 28 - Hedge Funds, News

IonQ (IONQ) Signs Korean Hardware Deal. Can Broader Products Bring Repeat Sales?

IonQ, Inc.

Keep Reading →

September 28 - Hedge Funds, News

Methanex (MEOH) Plans a $300M Debt Repayment. Is It Keeping Enough Cash?

Methanex Corporation (NASDAQ:MEOH) is using favorable methanol conditions to address an approaching debt maturity.

Keep Reading →

September 28 - Hedge Funds, News

United Therapeutics (UTHR): Goldman Says Sell As The Base Business Shrinks, But 2027 Holds Real Catalysts

Goldman Sachs analyst Andrea Newkirk initiated coverage of United Therapeutics Corporation (NASDAQ:UTHR) on September 24, 2026, with a Sell rating and a $321 price target.

Keep Reading →

September 28 - Hedge Funds, News

Can Lockheed Martin (LMT)’s Backlog Keep Growing at this Pace?

Lockheed Martin Corporation (NYSE:LMT)’s backlog reached a record $230 billion at the end of the second quarter, up 38.3% from the prior year, and an increase of $36.8 billion...

Keep Reading →

September 28 - Hedge Funds, News

Pentagon Deepens F-35 Bet: Lockheed Martin (LMT) Secures $871M Support Contract Modification

On September 18, the Department of War (DoW) awarded Lockheed Martin Corporation (NYSE:LMT) an $871 million modification to an existing F-35 Lightning II contract.

Keep Reading →

September 28 - Hedge Funds, News

Vertiv (VRT): A $1.45 Billion Power Bet Lands As Wells Fargo Defends A Premium Multiple

Wells Fargo analyst Stephen Tusa initiated coverage of Vertiv Holdings Co (NYSE:VRT) on September 25, with an Overweight rating and a $340 price target, calling it the best sales...

Keep Reading →

September 28 - Hedge Funds, News