Apple (AAPL)’s New CEO Bets Big on a $1,999 Foldable iPhone
On September 9, 2026, Apple Inc.
Insider Monkey Blog
Analog Devices (ADI) Bets $1.35 Billion on Chips that Let Machines Think for Themselves
On September 9, 2026, Analog Devices, Inc.
Casey’s (CASY) Beats on Profit, but a Soft Sales Number Sends the Stock Tumbling
On September 9, 2026, Casey's General Stores, Inc.
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...
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.
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.
Chewy (CHWY) Beats on Profit Even as Pet Spending Stays Soft
On September 9, 2026, Chewy, Inc.
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.
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.
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 ...
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.
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...
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 ...
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: ...
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...
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.
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.
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.
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.
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.
KeyBanc Raises AppFolio (APPF) Price Target: What Investors Need to Know
On September 17, KeyBanc lifted its price target on AppFolio, Inc.
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.
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.
Amazon (AMZN) Sued Again, This Time over How it Treats Pregnant Warehouse Workers
On September 8, 2026, Reuters reported that Amazon.com, Inc.
The AI Slowdown Trade Has Some Winners: CrowdStrike and Palo Alto Rally While Chips Fall
When Anthropic CEO Dario Amodei wrote an essay advocating that the AI sector should purposefully restrict its rate of progress, the initial market reaction appeared to be a simple...
Boeing (BA) Completes 13-Satellite O3b mPOWER Constellation — Here’s What It Means for Defense Growth
Following the successful launch of its last three O3b mPOWER satellites, The Boeing Company (NYSE:BA) has completed its 13-satellite constellation for operator SES.
Investigators Dig into Landing Speed and Runway Safety After Amazon (AMZN)’s Fatal Miami Crash
On September 7, 2026, the Wall Street Journal reported that federal investigators are examining the landing speed, braking systems, and weather conditions of a fatal Amazon.com...
Jersey Mike’s (JMKE) Owns the Sub Business. Winning Over Younger Diners is the Next Fight
On September 1, 2026, the Wall Street Journal reported that Jersey Mike's Subs Inc.
Bally’s (BALY)’s Casino Building Spree Triggers a ‘Going Concern’ Warning
The Wall Street Journal reported that Bally's Corporation (NYSE:BALY) is facing mounting financial strain as it pursues an aggressive expansion strategy after the casino operator...
MDA Space (MDA) Bets on Homegrown Innovation with New LaunchPad Ventures Program
MDA Space Ltd. (NYSE:MDA) has committed to offer support to small and mid-sized companies in Canada, which are engaged in the development of space and defense capabilities.
Bitdeer (BTDR) Fully Contracts A102. Can Signed Demand Become Profitable AI Revenue?
Bitdeer Technologies Group (NASDAQ:BTDR) reiterated in its September 16 operating update that it had fully contracted graphics processing unit (GPU) capacity at its A102 facility...
What Lies Ahead for Marcus & Millichap (MMI) Following These Multifamily Asset Sales
Institutional Property Advisors (IPA), a division of Marcus & Millichap (NYSE:MMI), finalized the sale of two Oregon apartment communities for a total consideration of $83 million...
Medical Properties Trust (MPT) Receives $371M. Will Debt Reduction Outweigh Lost Rent?
Medical Properties Trust, Inc. (NYSE:MPT) has converted two hospital investments into cash, giving management another opportunity to reduce borrowing.
Willis Lease Finance (WLFC) Bets on Malaysia for Next Phase of Global Expansion
Recent land acquisition in Malaysia backs Willis Lease Finance Corp.’s (NASDAQ:WLFC) plans to expand its global maintenance footprint.
Chord Energy (CHRD) Signs $550 Million Marcellus Sale. Is Greater Focus Worth it?
Chord Energy Corporation (NASDAQ:CHRD) announced on September 16 that a subsidiary had agreed to sell its non-operated Marcellus assets for $550 million in gross consideration...
Lennar (LEN) Cuts Delivery Forecast. Can Construction Savings Offset Heavy Incentives?
Lennar Corporation (NYSE:LEN) is building homes faster and more cheaply, but affordability pressures continue to limit profitability.
RB Global (RBA) Doubles its Buyback Authorization. Can Cash Generation Support it?
RB Global, Inc. (NYSE:RBA) doubled its buyback authorization as profits expanded, putting cash generation at the center of the investment case.
Halliburton (HAL) Wins Integrated Cyprus Contract. Can Broader Services Improve Returns?
Halliburton Company (NYSE:HAL) announced a multi-year contract from Eni S.p.A. (NYSE:E) on September 15 for the Cronos ultra-deepwater development offshore Cyprus.
HCA Healthcare (HCA) Acquires a Healthcare College. Can Training Capacity Improve Staffing?
HCA Healthcare, Inc. (NYSE:HCA) announced on September 15 that it had completed its acquisition of The College of Health Care Professions.
Navan’s (NAVN) Collaboration with Engine Offers New Lever for Platform Stickiness
Navan Inc.’s (NASDAQ:NAVN) strategic alliance with Engine, a provider of travel and spend technology solutions, is targeted toward offering more choices to travelers.
Red Violet (RDVT) Expands FOREWARN Reach Through This Latest Partnership
Red Violet Inc.’s (NASDAQ:RDVT) wholly-owned subsidiary, FOREWARN, has revealed its latest collaboration with the Pacific West Association of REALTORS (PWR).
Streaming’s Biggest Rivals Just Became Allies in Washington
Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), and Alphabet Inc.
Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once
Wall Street's patience with the athletic footwear and apparel industry's recovery is wearing thin.
Orion Energy (OESX) Raises Guidance. How Firm is the Retailer Opportunity?
Orion Energy Systems, Inc.
Axon Enterprise (AXON) Prices $1B of Zero-Coupon Notes. What is the Real Cost?
Axon Enterprise, Inc. (NASDAQ:AXON) announced on September 16 that it priced $1 billion of 0% convertible senior notes due September 15, 2031.
Sabre (SABR) Prices $1.35B of Secured Notes. Is the Breathing Room Worth the Cost?
Sabre Corporation (NASDAQ:SABR) priced an upsized $1.35 billion offering of 9.875% senior secured notes on September 15 through its subsidiary, Sabre Financial Borrower, LLC.
Brookfield Business (BBUC) Joins Reliance Deal. What Returns Can it Capture?
Brookfield Business Corporation (NYSE:BBUC) will participate in Brookfield’s proposed acquisition of Reliance Worldwide Corporation, announced September 15.
Lindblad Expeditions (LIND) Buys White Desert Control. Can Antarctic Land Travel Lift Returns?
Lindblad Expeditions Holdings, Inc.
Hedge Fund Resource Center
