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Insider Monkey Blog

Lilly’s Oral GLP-1 Push Gains Momentum. Can Foundayo Become its Next Growth Engine?

Eli Lilly and Company (NYSE:LLY)'s CEO David Ricks told CNBC that Foundayo now accounts for roughly one-third of new patients starting an oral GLP-1, with Lilly’s share of the...

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September 27 - Hedge Funds, News

AMD’s $1 Trillion Valuation Raises the Bar for its AI Ambitions

Advanced Micro Devices, Inc.

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September 27 - Hedge Funds, News

Oracle’s AI Expansion Faces a New Test as Data Center Costs Rise

Oracle Corporation (NYSE:ORCL) is facing growing scrutiny over the financing of its AI infrastructure after about $18 billion of loans tied to its Project Jupiter data center ...

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September 27 - Hedge Funds, News

This Underrated Bank Stock Just Raised its Dividend for the 11th Straight Year

Fifth Third Bancorp (NYSE:FITB)'s latest dividend increase gives income investors another reason to look at the stock, but the key question is whether the bank can keep growing...

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September 27 - Dividend Stocks, Hedge Funds, News

Circle (CRCL) Loses its CFO and a Co-Founder on the Same Day

Circle Internet Group (NYSE:CRCL) disclosed on September 25 that chief financial officer Jeremy Fox-Geen is stepping down after more than five years in the role.

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September 27 - Hedge Funds, News

Texas Instruments Extends Dividend Growth Streak to 23 Years with 7% Raise

Texas Instruments Incorporated (NASDAQ:TXN) has raised its quarterly dividend by 7% to $1.52 per share from $1.42, bringing the annualized payout to $6.08.

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September 27 - Hedge Funds, News

Toyota’s $6.4 Billion Factory Bet Could Reshape its Manufacturing Future

Toyota Motor Corporation (NYSE:TM) estimates that modernizing its factories could require about 1 trillion yen ($6.4 billion) annually from 2028, covering Toyota, group companies...

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September 27 - Hedge Funds, News

S&P Global Expands into Onchain Finance with OpenZeppelin Deal

S&P Global Inc. (NYSE:SPGI) has agreed to acquire OpenZeppelin, a provider of smart-contract security infrastructure for onchain finance.

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September 27 - Hedge Funds, News

GM’s Diesel Push Could Protect Margins, but the Market is Shifting

General Motors Company (NYSE:GM) is sticking with diesel engines for the redesigned Chevrolet Silverado and GMC Sierra, which are scheduled to launch in the fourth quarter.

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September 27 - Hedge Funds, News

National Fuel’s Latest Move Could Redefine its Utility and Gas Businesses

National Fuel Gas Company (NYSE:NFG) said its board expects to complete its review by October 15 of a plan to separate the company into two publicly traded businesses.

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September 27 - Hedge Funds, News

Alibaba is Betting Bigger on AI as the Race for Scale Intensifies

Alibaba Group Holding Limited (NYSE:BABA) is deepening its full-stack AI strategy with a planned next-generation model containing 5 trillion to 10 trillion parameters, as much...

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September 27 - Hedge Funds, News

Here is Why BJ’s Wholesale Club (BJ) is a Good Investment

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) is the warehouse club nobody argues about. Costco gets the attention, and Sam's Club has Walmart behind it.

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September 27 - Hedge Funds, News

Novo Nordisk Searches for Growth Beyond its Biggest Franchise

Novo Nordisk A/S (NYSE:NVO) is defending its push to diversify beyond obesity as CEO Mike Doustdar signals that the company is willing to pursue deals to build growth outside ...

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September 27 - Hedge Funds, News

Amgen (AMGN) Sells its Deerfield Campus for $151 Million and Leases it Back

Amgen Inc. (NASDAQ:AMGN) has sold its office campus in Deerfield, Illinois, for $151 million.

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September 27 - Hedge Funds, News

Deckers (DECK) vs Crocs (CROX): Which is a Better Stock to Buy?

Deckers Outdoor Corporation (NYSE:DECK) owns Hoka and Ugg. Crocs, Inc. (NASDAQ:CROX) owns the clog and HeyDude. Both sell footwear that started as a niche and became ordinary.

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September 27 - Hedge Funds, News

Microsoft (MSFT) Puts GitHub’s Coding Engine Inside the App Office Workers Already Use

Microsoft Corporation (NASDAQ:MSFT) added a tool called Code to its Copilot app on September 25.

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September 27 - Hedge Fund Investor Letters, Hedge Funds, News

Coinbase (COIN) vs Strategy (MSTR): Which is a Better Stock to Buy?

Coinbase Global, Inc. (NASDAQ:COIN) and Strategy Inc (NASDAQ:MSTR) are the two ways most investors own crypto without owning any. Both have been punished.

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September 27 - Hedge Funds, News

Ford (F) Halts F-150 Production at Dearborn Over a Supplier Problem

Ford Motor Company (NYSE:F) has stopped building the F-150 at its Dearborn Truck Plant, according to a company memo.

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September 27 - Hedge Funds, News

Can Medtronic’s (MDT) Core Units Keep Up With Management’s New Bets?

Medtronic plc’s (NYSE:MDT) investment thesis rests on accelerating growth across its key innovation platforms.

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September 27 - Hedge Funds, News

Immunovant (IMVT): One Trial Failure Doesn’t Break the Bull Case

We all have bad days. Immunovant, Inc. (NASDAQ:IMVT) had its latest bad day on September 23 after a clinical-trial setback, sending the shares lower.

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September 27 - Hedge Funds, News

Ligand (LGND)-AvenCell Deal: Most of the Funding Is Tied to Milestones

Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) is building a business model that differs from that of many drug developers.

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September 27 - Hedge Funds, News

Aurora Innovation (AUR): What Could Drive AUR Higher or Lower From Here?

Aurora Innovation, Inc.

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September 27 - Hedge Funds, News

Can Credo Technology (CRDO) Turn 1.6T Optical Transceivers Into Its Next AI Growth Driver?

Credo Technology Group Holding Ltd (NASDAQ:CRDO) just broadened its ZeroFlap (ZF) optical transceiver offerings with a new 224G-based lineup.

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September 27 - Hedge Funds, News

Foldables, AI Servers and India Expansion: What Lies Ahead for Apple (AAPL) Under the New CEO?

Jim Cramer recently labelled Apple Inc. (NASDAQ:AAPL) as a standout performer, reflecting on the company’s product focus under the leadership of new CEO, John Ternus.

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September 27 - Hedge Funds, News

What Lies Ahead for Micron (MU) in the Upcoming Fourth Quarter Report?

Investor attention turns to Micron Technology Inc.’s (NASDAQ:MU) scheduled fourth quarter fiscal 2026 announcement on September 30.

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September 27 - Hedge Funds, News

Is Walmart’s (WMT) Digital Transformation Paying Off?

Consensus sentiment around Walmart Inc.

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September 27 - Hedge Funds, News

Buybacks, Balance Sheet Strength and Portfolio Strategy in Focus for Shell (SHEL)

The second quarter of 2026 was the 19th back-to-back quarter where Shell plc (NYSE:SHEL) announced a share repurchase of at least $3 billion.

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September 27 - Hedge Funds, News

AI Pivot Can Give Okta (OKTA)’s Growth Engine a Second Gear

Wall Street experts believe that Okta, Inc.

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September 27 - Hedge Funds, News

Could AI Commerce Reshape Meta (META)’s Business Model?

Meta Platforms, Inc.

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September 27 - Hedge Funds, News

Will SanDisk (SNDK) Ride the Next Wave of AI-Driven NAND Demand?

SanDisk Corporation (NASDAQ:SNDK) is positioned to benefit from the rapid expansion of AI infrastructure as hyperscalers increase spending on training and inference workloads.

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September 27 - Hedge Funds, News

What Catalysts Could Drive Qualcomm (QCOM)’s Stock Higher or Lower?

Qualcomm Incorporated (NASDAQ:QCOM) is increasingly focused on the premium smartphone market, where consumers tend to have greater purchasing power.

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September 27 - Hedge Funds, News

Is Alibaba (BABA)’s AI Investment Strategy Sustainable?

Alibaba Group Holding Limited (NYSE:BABA) is stepping up its artificial intelligence ambitions with a new AI accelerator that the company describes as China’s most powerful.

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September 27 - Hedge Funds, News

Beyond the Sell‑Off: Why Paychex (PAYX)’s PEO Engine Still Matters

Paychex, Inc. (NASDAQ:PAYX) may have been unfairly punished after its stock fell more than 5% following its fiscal first-quarter 2027 results.

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September 26 - Hedge Funds, News

Is Tenet Healthcare Corporation (THC) A Solid Play on Expanding Ambulatory Business?

Tenet Healthcare Corporation (NYSE:THC) is increasingly relying on its ambulatory business as an important driver of growth, combining favorable long-term outpatient trends with...

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September 26 - Hedge Funds, News

Paychex (PAYX) Beats EPS Estimates, But Slow Growth Weighs on Shares

Paychex, Inc. (NASDAQ:PAYX) fell despite reporting impressive fiscal 2027 Q1 results on September 23.

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September 26 - Hedge Funds, News

Foundayo’s Early Growth Is Raising Lilly (LLY)’s Revenue Expectations. But Can It Outrun Pricing Pressure?

Eli Lilly and Company (NYSE:LLY) received a modest price target raise on September 18 from Guggenheim.

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September 26 - Hedge Funds, News

Intuit (INTU) Is Getting Existing Customers to Spend More. Now It Needs More Customers

At its fiscal 2027 investor day on September 17, Intuit Inc. (NASDAQ:INTU) outlined plans to rebuild its customer acquisition engine.

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September 26 - Hedge Funds, News

IonQ (IONQ) Just Landed Nvidia Less Than 2 Years After Jensen Huang’s 30-Year Quantum Warning

Some may recall that in January 2025, Nvidia CEO Jensen Huang predicted a long wait, up to 30 years, for “very useful” quantum computers.

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September 26 - Hedge Funds, News

General Mills (GIS) Beats Q1 Estimates, But Its Growth Problem Remains

General Mills, Inc.

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September 26 - Hedge Funds, News

Fastly (FSLY) Is Getting More Interesting. Meta’s Muse Is Part of the Reason

Fastly, Inc. (NASDAQ:FSLY) is seeking to become more than a content delivery network.

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September 26 - Hedge Funds, News

Micron (MU) Trades at Just 6.5x Forward Earnings. RBC Says SCAs Could Change That

RBC Capital believes the market is not fully recognizing how Strategic Customer Agreements (SCAs) could change Micron Technology, Inc. (NASDAQ:MU)’s earnings profile.

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September 26 - Hedge Funds, News

Coinbase (COIN) Gets a Path to Tokenized Stocks in the US. But Can It Turn That Into Revenue?

On September 17, the SEC approved a temporary framework for trading tokenized US equities. Called the Innovation Exemption, this framework could give Coinbase Global, Inc.

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September 26 - Hedge Funds, News

Oracle vs. Alphabet: Which AI Cloud Stock Is the Better Buy?

Oracle Corporation (NYSE:ORCL) and Alphabet Inc.

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September 26 - News, Stock Analysis

Eli Lilly (LLY) vs. Novo Nordisk (NVO): Has the GLP-1 Race Changed the Moat?

Eli Lilly and Company (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) were once viewed as the two big winners of the GLP-1 boom.

Keep Reading →

September 26 - Hedge Funds, News

Halliburton (HAL) Enters Venezuela’s Oil Revival with Two New Deals

Halliburton Company (NYSE:HAL) announced on September 21 that it had signed memorandums of understanding with Brazilian energy company Eneva and Venezuelan engineering firm WESCA...

Keep Reading →

September 26 - Hedge Funds, News

TotalEnergies (TTE) is Back in Venezuela- Could this Deal Unlock Fresh Oil Growth?

TotalEnergies SE (NYSE:TTE) is laying the groundwork for a potential return to Venezuela after signing a memorandum of understanding with the country’s government on September...

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September 26 - Hedge Funds, News

Is Tesla’s (TSLA) Stock Really Priced Like a Car Company?

Tesla, Inc. (NASDAQ:TSLA)'s stock has been choppy over the last five years, with the stock falling 6% since November 2021.

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September 26 - Hedge Funds, News

Goldman Sachs Bets this Refining Stock Will Soar Past its Record High

Marathon Petroleum Corporation (NYSE:MPC) has surged by over 143% since the beginning of 2026, driven by an extraordinary spike in global refining margins as the ongoing geopolitical...

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September 26 - Hedge Funds, News

Truist Adds Fresh Fuel to Targa’s (TRGP) Growth Story. Is There More Upside Ahead?

Targa Resources Corp. (NYSE:TRGP) has been on a strong run this year, posting gains of almost 55% since the beginning of 2026.

Keep Reading →

September 26 - Hedge Funds, News

Petrobras (PBR) Takes its Oil Hunt to Ivory Coast: Is Another Major Oil Play Taking Shape?

Petróleo Brasileiro S.A.

Keep Reading →

September 26 - Hedge Funds, News

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