Is BioCryst’s (BCRX) Newest Approval Bigger Than It Looks?
Beneath the headline-driven sentiment of biotech investing lies the true engine of value creation: portfolio durability, capital efficiency, and sustainable revenue compounding...
Insider Monkey Blog
Why Is Northwest Bancshares (NWBI) Betting Big On A New Home?
Behind every enduring regional banking franchise lies a careful alchemy of balance sheet management, geographic positioning, and compounding portfolio growth.
Can Kennametal (KMT) Maintain Its Momentum?
When evaluating a century-old industrial pioneer like Kennametal (NYSE:KMT), the headline numbers, such as a recent surge to record profitability, only tell half the story.
Palantir Reveals Its AI Sovereignty Strategy And Wall Street Is Starting to Believe It
Palantir Technologies Inc. (NASDAQ:PLTR) is up roughly 10% year-to-date and about 1% over the past year.
Lockheed Martin (LMT) Is Spending Ahead on JATM. Will a Multiyear Contract Follow?
Lockheed Martin Corporation (NYSE:LMT) signed a framework agreement with the U.S.
Can Accenture (ACN) Profit From AI Safety While AI Pressures Its Own Business Model?
Accenture plc (NYSE:ACN) and Anthropic have formed a partnership to integrate evaluators within Anthropic to red-team its models and test its safeguards.
Chewy (CHWY) vs. Petco (WOOF): Proven Growth Story or Turnaround Bet?
On September 14, the two most-watched public companies in pet retail shared the same Goldman Sachs stage and offered very similar messages from very different starting places.
“The New Clippy”: Benioff Uses Salesforce’s Biggest Product Launch in Years to Challenge Microsoft
Marc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different.
SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (MU) Should Pay Attention
SK Hynix is exploring something it has never done before: manufacturing memory chips in the United States.
This Little-Known AI Chip Stock Doubled. Its New Chips Now Double Optical Speed
MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push ...
Pat Gelsinger Just Backed a $100 Million Challenge to Nvidia’s AI Networking Moat. AMD Could Benefit
Former Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive.
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?
When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc.
Intel (INTC) Could Get a Fresh Valuation for Altera. AMD (AMD) Is the Rival to Watch
Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to care about FPGAs.
Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)
Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI.
Ennis (EBF) Grows Sales but Earns Less. Are Legal Items Hiding a Better Business?
Ennis, Inc. (NYSE:EBF) reported higher sales and lower earnings for the quarter ended August 31, 2026, but legal items complicate the comparison.
Westinghouse Air Brake (WAB) Signs $700 Million-Plus Rail Services Deal. Can Profits Grow?
Westinghouse Air Brake Technologies Corporation (NYSE:WAB) announced on September 21 a services agreement worth more than $700 million with La Compagnie du TransGuinéen.
Vista Gold (VGZ) Agrees to Sale. Can its Buyer Fund the Mt Todd Gold Mine?
Vista Gold Corp. (NYSEAMERICAN:VGZ) announced on September 21 that it had agreed to be acquired by Artemis Gold Inc. (TSXV:ARTG).
Titan International (TWI) Signs ITM Sale. How Much of the $285 Million is New Cash?
Titan International, Inc. (NYSE:TWI) announced a definitive agreement on September 21 to sell its Italtractor ITM undercarriage business to USCO S.p.A.
NewAmsterdam Pharma (NAMS) Wins EU Approvals. Can Cholesterol Pills Drive Royalties?
NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) has cleared a major regulatory hurdle.
Hudson Technologies (HDSN) Signs Icorium Deal. Can Better Refrigerant Recycling Lift Margins?
Hudson Technologies, Inc.
Churchill Downs (CHDN) Prices $500 Million Loan. Could Interest Costs Rise?
Churchill Downs Incorporated (NASDAQ:CHDN) priced a $500 million senior secured term loan due in 2033 on September 17.
Atlanticus Holdings (ATLC) Sells Auto Finance Unit. Can it Replace Lost Earnings?
Atlanticus Holdings Corporation (NASDAQ:ATLC) announced September 17 that it had completed the sale of CAR, its entire Auto Finance segment, to an unaffiliated buyer.
Innate Pharma (IPHA) Closes Sobi Deal. Can the New Funding Keep Drug Trials on Track?
Innate Pharma S.A. (NASDAQ:IPHA) reported a €19.6 million first-half net loss on September 17, following the closing of its lacutamab partnership with Sobi a day earlier.
Treace Medical (TMCI) Reports Five-Year Bunion Results. Can Evidence Drive Adoption?
Treace Medical Concepts, Inc. (NASDAQ:TMCI) announced five-year ALIGN3D results on September 17, adding longer-term evidence for the Lapiplasty bunion-correction procedure.
Pinterest (PINS) Announces Visual Search Ads. Can Shopping Interest Bring More Revenue?
Pinterest, Inc. (NYSE:PINS) announced Visual Search Ads on September 17, giving advertisers a new way to reach users considering purchases.
Adaptive Biotechnologies (ADPT): Can Blood Cancer Guidelines Boost Repeat Testing?
Adaptive Biotechnologies Corporation (NASDAQ:ADPT) highlighted updated National Comprehensive Cancer Network, or NCCN, multiple myeloma guidelines on September 17.
ImmunityBio (IBRX) Meeting With Turkish President Fuels Expansion Hopes, Shares Climb 10%
ImmunityBio Inc. (NASDAQ:IBRX) saw its share price jump by 9.94 percent on Tuesday to finish at $9.29 apiece following a high-profile meeting between its founder, Dr.
Credit Acceptance (CACC) Settles with States. How Much Financial Risk Remains?
Credit Acceptance Corporation (NASDAQ:CACC) has reached a multistate resolution that clarifies its obligations in longstanding disputes.
Hallador Energy (HNRG) Closes $600M Loan. Can it Fund its New Power Plant?
Hallador Energy Company (NASDAQ:HNRG) announced on September 17 that it had closed a $600 million senior secured term-loan facility two days earlier.
Viasat (VSAT) Adds Satellite Capacity. Can it Generate More Cash?
Viasat, Inc. (NASDAQ:VSAT) announced on September 17, 2026, that ViaSat-3 F2 had entered service across the Americas.
Lisata Therapeutics (LSTA) Buys Marea and Signs $225M Financing. Is the Dilution Worth it?
Lisata Therapeutics, Inc.
Xenon Pharmaceuticals (XENE) Seeks Epilepsy Approval. Can its Drug Overcome a Depression Setback?
Xenon Pharmaceuticals Inc. (NASDAQ:XENE) advanced its epilepsy program while encountering a new obstacle to expansion.
Rocket Pharmaceuticals (RCKT) Gets FDA Alignment on Heart Drug Trial. Can it Ease Safety Concerns?
Rocket Pharmaceuticals, Inc.
Equity LifeStyle (ELS) Slides Near 52-Week Lows: Can Core Rental Stability Offset Higher Rates?
Equity LifeStyle Properties, Inc. (NYSE:ELS) operates manufactured-home communities, recreational vehicle (RV) resorts, and marinas.
Connect Biopharma (CNTB) Misses Key Asthma Trial Goal. Can its Drug Still Move Forward?
Connect Biopharma Holdings Limited (NASDAQ:CNTB) reported mixed preliminary results on September 15 from its Phase 2 Seabreeze STAT asthma study.
Constellation (STZ) Brands Hit a 52-Week Low. Is the Corona-and-Modelo Machine Broken, or On Sale?
Constellation Brands, Inc. (NYSE:STZ) owns the rights to some of the biggest names in imported beer in the US, including Corona, Modelo Especial, and Pacífico.
Greif (GEF) Plans Coated Recycled Paperboard Exit. Can a Smaller Portfolio Earn Better Returns?
Greif, Inc. (NYSE:GEF) announced on September 16, 2026, that it plans to exit coated recycled paperboard by closing its Sweetwater mill in Austell, Georgia.
Flutter (FLUT), The World’s Biggest Betting Company Has Lost Two-Thirds of Its Value. Is the Bottom In?
Flutter Entertainment plc (NYSE:FLUT) owns one of the most popular sportsbooks in America, FanDuel.
Ares Management (ARES) Forms Logistics Venture. Can the $2.4B Target Drive Earnings?
Ares Management Corporation (NYSE:ARES) announced on September 16 that one of its real estate funds and the Public Sector Pension Investment Board, known as PSP Investments, established...
Chemed (CHE) Buys a $60.6M Roto-Rooter Franchise. Can Ownership Lift Returns?
Chemed Corporation (NYSE:CHE) announced on September 16 that its Roto-Rooter Services Company subsidiary had acquired the largest independent Roto-Rooter franchise for $60.6 million...
Sandisk (SNDK) Has Signed Away Two Thirds of Next Year’s Output. Can the AI Storage Boom Keep Paying?
Sandisk Corporation (NASDAQ:SNDK) has locked in buyers for roughly half of its output this fiscal year and two-thirds of next year's.
Wells Fargo Starts Applied Digital (APLD) at Overweight and Calls it a Top Idea
Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target.
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