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Insider Monkey Blog

GSK Bets on HUTCHMED to Expand its Multi-Billion-Dollar Oncology Opportunity

On September 3, HUTCHMED (China) Limited (NASDAQ:HCM) announced an exclusive global development and licensing agreement with GSK plc (NYSE:GSK) for HMPL-A830, targeting colorectal...

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September 24 - Hedge Funds, News

Is Meta’s (META) Stock Still Cheap After Its AI-Fueled Rally?

Meta Platforms, Inc. (NASDAQ:META) has galloped over the last few weeks, jumping almost 40% since the end of July.

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September 24 - Hedge Funds, News

Will Vertiv Holdings (VRT)’s $1.45 Billion UIG Deal Accelerate its AI Infrastructure Growth?

On September 2, Vertiv Holdings Co (NYSE:VRT) agreed to acquire Utility Innovation Holdings, Inc.

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September 24 - Hedge Funds, News

Could Medtronic (MDT)’s $700 Million Robotics Bet Unlock its Next Growth Engine?

On September 1, Medtronic plc (NYSE:MDT) announced a $700 million strategic partnership with Hong Kong-based Cornerstone Robotics, securing rights to distribute Cornerstone’...

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September 24 - Hedge Funds, News

Could Lockheed Martin (LMT)’s Missile Defense Boom Give it an Edge Over General Dynamics (GD)?

On August 31, the Department of War (DoW) announced the signing of two seven-year framework agreements with General Dynamics Corporation (NYSE:GD)'s Ordnance and Tactical Systems...

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September 24 - Hedge Funds, News

Shopify Opens Its Doors to Muse, Here’s Why Amazon Won’t

Shopify Inc. (NASDAQ:SHOP) has signed a deal to make eligible Shopify stores fully shoppable through Meta’s new AI agent Muse.

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September 24 - Hedge Funds, News

Could CrowdStrike (CRWD)’s Snowflake (SNOW) Partnership Unlock a New AI Growth Engine?

On August 31, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a major collaboration with Snowflake Inc.

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September 24 - Hedge Funds, News

Micron vs. Sandisk: Which AI Memory Stock Is the Better Buy?

Micron Technology, Inc.

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September 24 - News, Stock Analysis

Could Eaton Corporation (ETN)’s $242 Million Expansion Power its Next Data Center Growth Phase?

On September 2, Eaton Corporation plc (NYSE:ETN) announced a $242 million investment to expand its U.S.

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September 24 - Hedge Funds, News

Could a New Vaccine Formula XFG Give Pfizer (PFE) and BioNTech (BNTX) a Post-Pandemic Revenue Boost?

Pfizer Inc. (NYSE:PFE) and BioNTech SE (NASDAQ:BNTX) announced on August 27 that the U.S.

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September 24 - Hedge Funds, News

Can Microsoft (MSFT) Sustain its Recurring Cash Flows, Growing Payouts, and Azure Momentum?

A strong track record of payouts leads a compelling case for Microsoft (NASDAQ:MSFT).

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September 24 - Hedge Funds, News

Could Albany International (AIN)’s The Boeing (BA) Deal Strengthen its Aerospace Growth Story?

Albany International Corp (NYSE:AIN) segment Albany Engineered Composites reached an agreement with The Boeing Company (NYSE:BA) to extend component manufacturing for the 787 ...

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September 24 - Hedge Funds, News

Beyond Rides: How Uber Technologies (UBER) Is Building a Global Delivery and AV Powerhouse?

Long-term case for Uber Technologies Inc. (NYSE:UBER) expands beyond its ride-hailing solutions, as the management remains focused on an autonomous vehicle strategy.

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September 24 - Hedge Funds, News

Amazon Faces Another Worker Lawsuit. Is Employment Scrutiny Becoming an Investor Risk?

Amazon.com, Inc. (NASDAQ:AMZN) is no stranger to disputes over its massive workforce.

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September 24 - Hedge Funds, News

Can Stellantis (STLA) Turn Around Quality Concerns While Betting on EREVs?

Stellantis N.V. (NYSE:STLA) has spiked investor attention through some recent developments.

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September 24 - Hedge Funds, News

Boeing’s Deliveries are at an 8-Year High. Is its Production Recovery Taking Hold?

Boeing (NYSE:BA) delivered fewer aircraft in August than it did a year earlier, but that headline misses the more interesting number for investors.

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September 24 - Hedge Funds, News

What AeroVironment’s (AVAV) $464.8 Million Laser Contract Means for Its Defense Growth Outlook

Enduring High Energy Laser (E-HEL) contract awarded by the U.S. Army represents a landmark development for AeroVironment Inc. (NASDAQ:AVAV).

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September 24 - Hedge Funds, News

GE Aerospace is Spending $11.75 Billion to Fix a Supply-Chain Bottleneck. Will it Pay Off?

GE Aerospace (NYSE:GE) has plenty of demand. Getting enough engines and parts out the door has been the harder part.

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September 24 - Hedge Funds, News

Another NATS Outage Hit UK Flights. Why Ryanair and Wizz Air Investors Should Care

Technical problems with Britain’s air traffic control system are becoming a recurring frustration for European airlines.

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September 24 - Hedge Funds, News

Inhibrx’s Cancer Drug Nearly Doubled Response Rate, So Why Did the Stock Fall?

Inhibrx Biosciences, Inc. (NASDAQ:INBX) delivered the kind of clinical update that would normally be expected to get investors’ attention.

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September 24 - Hedge Funds, News

Roivant’s Lung Drug Clears Phase 2 Test: Is Another Major Pipeline Asset Emerging?

Roivant Sciences Ltd.

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September 24 - Hedge Funds, News

Failure of Novartis’ Pelacarsen Could Reshape the Lp(a) Race for CRISPR and Ionis

Novartis AG’s (NYSE:NVS) Phase 3 Lp(a)HORIZON setback carries implications beyond the Swiss drugmaker.

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September 24 - Hedge Funds, News

Haleon is Buying Better Shelf Space, Can the Visibility Help it Against Procter & Gamble and Colgate-Palmolive?

Haleon plc (NYSE:HLN) is trying to win the US consumer-health market one shelf at a time. The Sensodyne and Advil owner has secured more prominent positions at Walmart Inc.

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September 24 - Hedge Funds, News

Titiminas Silver Reports Results from Twelve Additional Packsack Drill Holes at Madre Sierra Norte and Madre Sierra, Expanding High-Grade Silver Mineralization Across Multiple Vein Structures

LIMA, Peru, September 24th, 2026, FinanceWire Twelve drill holes completed between August and September 15, 2026, intersected mineralized structures in every hole, including a...

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September 24 - Press Releases

Bloom Energy Corporation (BE): A Critical Player in AI Buildout

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Tran Capital Management Midcap Equity Strategy’s Q2 2026 Investor Letter

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”.

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September 24 - Hedge Fund Investor Letters, News

ZenaTech’s ZenaDrone Advances Defense-Focused Quantum Navigation System for GPS-Denied Operations to Drone Testing Phase

VANCOUVER, British Columbia, September 24th, 2026, FinanceWire ZenaTech, Inc.

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September 24 - Press Releases

BaazEX Enters the Asian Trading Market With a New Approach to Online Forex Trading.

Victoria, Seychelles, September 23rd, 2026, FinanceWire Baazex Expands Its Presence in Asian Trading Markets with a Clearer Approach to Online Forex Trading.

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September 24 - Press Releases

Forex Expo Dubai 2026 Breaks Guinness World Record Again With 23,816 Attendees

Dubai, UAE, September 24th, 2026, FinanceWire A record-breaking turnout highlights the strength of Dubai’s forex and online trading community amid regional uncertainty.

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September 24 - Press Releases

STARTRADER Named Best Fintech Forex Broker at Forex Expo Dubai 2026

Dubai, UAE, September 24th, 2026, FinanceWire The award, presented at the ninth edition of the region's leading trading gathering, caps a year of continuous product expansion.

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September 24 - Press Releases

Streamex Converts Interest Into Capital as GLDY Investment Strategy Secures $1M+ Institutional Allocation

Miami, FL, September 24th, 2026, FinanceWire A Metalayer Capital strategy backed by an initial institutional allocation uses GLDY as the long leg of a delta-neutral gold trade...

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September 24 - Press Releases

Four Small-Cap Stocks Report New Developments (CHGA, QNRX, MYSE, LNKS)

Naples, United States, September 24th, 2026, FinanceWire Change Agents Corp.

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September 24 - Press Releases

Taiwan Semiconductor (TSM): The Key Enabler of AI Chips and a Durable Long-Term Share Gainer

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.

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September 24 - Hedge Fund Investor Letters, News

Palo Alto Networks (PANW) is Strengthening from Enterprise Security Consolidation Amid Rising AI Threats

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.

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September 24 - Hedge Fund Investor Letters, News

Critical Role of ARM Holdings (ARM) In Powering the Next Wave of Agentic AI

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.

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September 24 - Hedge Fund Investor Letters, News

Tran Capital Management Multi Cap Growth Strategy’s Q2 2026 Investor Letter

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.

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September 24 - Hedge Fund Investor Letters, News

Buffalo Mid Cap Discovery Fund’s Q2 2026 Investor Letter

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.

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September 24 - Hedge Fund Investor Letters, News

Dodge and Cox’s Bullish Stance on Thermo Fisher Scientific (TMO)

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”.

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September 24 - Hedge Fund Investor Letters, News

Visa (V): A High Margin Company with Long-Term Growth Potential

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”.

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September 24 - Hedge Fund Investor Letters, News

What Makes KKR (KKR) an Investment Bet?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”.

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September 24 - Hedge Fund Investor Letters, News

Dodge and Cox Stock Fund’s Q2 2026 Investor Letter

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. U.S.

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September 24 - Hedge Fund Investor Letters, News

Kulicke & Soffa Industries (KLIC): A Powerful Inflection in Profitability Is Underway

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 24 - Hedge Fund Investor Letters, News

Avnet’s (AVT) Triple Drivers for Continued Profit Expansion

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 24 - Hedge Fund Investor Letters, News

Operating Leverage and Product Innovation Drive LivaNova’s(LIVN) Sustained Profit Outlook

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 24 - Hedge Fund Investor Letters, News

Buckle (BKE) Approves Quarterly Distribution for Shareholders: What Backs the Payout

The Buckle Inc. (NYSE:BKE) approved a quarterly dividend payout of $0.35 per share, during its board meeting on September 14.

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September 24 - Hedge Funds, News

What Is Improving Essential Properties Realty Trust’s (EPRT) Profit Outlook

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 24 - Hedge Fund Investor Letters, News

Several Factors Supports Micron Technology’s (MU) Strengthening Earnings Outlook

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 24 - Hedge Fund Investor Letters, News

Applied Materials (AMAT) Continues to Benefit from Surging AI-Driven Demand

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 24 - Hedge Fund Investor Letters, News

Snowflake’s (SNOW) Profit Outlook Strengthens as Product Adoption Accelerates

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

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September 24 - Hedge Fund Investor Letters, News

Abbott Laboratories (ABT) is Facing Segment Competition and Sluggish Nutrition Recovery

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.

Keep Reading →

September 24 - Hedge Fund Investor Letters, News

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