Targa Resources (TRGP) Gets a Fresh Vote of Confidence from TD Cowen
Targa Resources Corp. (NYSE:TRGP) has significantly outperformed the wider market this year, posting gains of over 56% since the beginning of 2026.
Insider Monkey Blog
Morgan Stanley Sees Marathon Petroleum (MPC) Breaking into New Highs
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market this year, supported by an unusually sharp surge in global refining margins as the prolonged...
Morgan Stanley Sees More Fuel for Valero’s (VLO) Rally
Valero Energy Corporation (NYSE:VLO) has been on a strong rally, posting gains of over 140% since the beginning of 2026.
NextEra (NEE) and Dominion (D) Unveil a Bigger Pitch for Virginia
On September 14, NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc.
NextEra’s Nuclear Bet Just Got a $1.9 Billion Boost
NextEra Energy, Inc. (NYSE:NEE) announced on September 8 that it had secured a loan of up to $1.9 billion from the U.S.
Morgan Stanley Sees Shell (SHEL) Hitting New Highs
Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries.
Chevron (CVX) Supercharges its Venezuela Bet with More Oil Rigs
Chevron Corporation (NYSE:CVX) is about to significantly expand its operations in Venezuela.
UBS Sees Phillips 66 (PSX) Blazing Past its Record High
Phillips 66 (NYSE:PSX) has almost doubled in value since the beginning of 2026, propelled by the high refining margins amid the US-Iran war, which has significantly reduced the...
Baker Hughes (BKR) Raises 2026 Guidance. But Investors Aren’t Impressed
Baker Hughes Company (NASDAQ:BKR) raised its 2026 financial guidance on September 9, reflecting the impact of its $13.6 billion acquisition of Chart Industries, a global manufacturer...
Marathon Petroleum (MPC) Could Smash its All-Time High, UBS Says
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market and more than doubled in value since the beginning of 2026.
Oracle (ORCL) Cloud Revenue Jumps 121% and its Backlog Hits $664 Billion. Can it Actually Deliver?
Oracle Corporation (NYSE:ORCL) reported on September 10 that its revenue rose 30% in the fiscal first quarter, driven by a 121% jump in cloud infrastructure revenue.
Nine Years, Eight Delays, and Now Rocket Thrusters: Tesla Finally Sets a Roadster Date
Tesla, Inc. (NASDAQ:TSLA) has once again set a deadline for its second-generation Roadster.
Can Max Turn AI Adoption into Continued Growth for ServiceTitan (TTAN) Stock?
The field-service software market continues to transition towards AI-powered platforms capable of automating workflows, improving technician productivity, and supporting contractors...
Radiant Logistics (RLGT): Citizens Turns Bullish on a Quarter the Full Year Doesn’t Back Up
On September 14, 2026, Radiant Logistics, Inc. (NYSEAMERICAN:RLGT) reported fourth fiscal quarter results for the period ended June 30, 2026.
Nashville’s Traffic Nightmare Is Now a $9.2B Ferrovial (FER)-Led Project
On August 19, Ferrovial (NASDAQ:FER) announced it had been selected to deliver the I-24 Southeast Choice Lanes, a 26-mile project running between Nashville and Murfreesboro.
IDEXX (IDXX) Bets an AI Scribe Can Sell More Pet Diagnostics
On September 16, IDEXX Laboratories (NASDAQ:IDXX) announced it had bought CoVetAI, a fast-growing veterinary software company whose tool listens during appointments and organizes...
Prudential (PRU) Is Leaving Emerging Markets, And This $185M Sale Proves It
On September 18, Prudential Financial (NYSE:PRU) announced it will sell every share it holds in Alexforbes, a company listed on the Johannesburg Stock Exchange.
Interactive Brokers (IBKR) Turns Every Revenue Dollar Into 77 Cents of Pretax Profit
On July 21, Interactive Brokers Group (NASDAQ:IBKR) reported results for the quarter ended June 30, with earnings of $0.69 per diluted share, up from $0.51 a year earlier.
Ferguson (FERG) Keeps Beating a Housing Market That Refuses to Cooperate
On August 10, Ferguson Enterprises Inc.
Agilent (A) Wants Pathology Labs To Go Digital, 540 Slides At A Time
On September 4, Agilent Technologies (NYSE:A) launched a slide scanner in the United States that can hold up to 540 glass slides at once.
eGain (EGAN): B. Riley and Roth Capital Both Cut Targets as AI Growth Struggles to Offset Legacy Declines
On September 3, 2026, eGain Corporation (NASDAQ:EGAN) reported fiscal 2026 fourth-quarter and full-year results.
Infosys (INFY) Lands a Brake Maker as Growth Stays in Low Gear
On August 18, Infosys (NYSE:INFY) announced a long-term deal to manage the enterprise software behind Knorr-Bremse AG, a maker of braking systems for rail and commercial vehicles...
Jim Cramer on Seanergy Maritime (SHIP): “I’d Be a Buyer”
On September 16, when a caller inquired about Seanergy Maritime Holdings Corp (NASDAQ:SHIP) during the lightning round of Mad Money, Jim Cramer commented: Bulk transportation ...
Jim Cramer Notes Oil Is Behind Pressure on Casey’s (CASY) and Texas Roadhouse (TXRH)
Starting the lightning round on September 17, when a caller mentioned that they bought back Casey's General Stores, Inc.
Jim Cramer Says “Buy Reddit” (RDDT)
During the September 17 episode of Mad Money, a caller asked why Reddit, Inc.
CoreWeave (CRWV) Is Charging More for AI Compute, and Customers Keep Paying
On September 17, CoreWeave (NASDAQ:CRWV) said it has kept signing customers at higher prices since June 30.
Jim Cramer Suggests Against Holding Dominion (D) Through the NextEra (NEE) Share Conversion
During the September 16 episode of Mad Money, a caller holding Dominion Energy, Inc. (NYSE:D) shares asked for thoughts on NextEra Energy, Inc.
STMicroelectronics (STM) Wants Every Car Watching Its Driver, and Cheaply
On September 14, STMicroelectronics (NYSE:STM) introduced the ST SafeSense VD56GA, a 1.1-megapixel infrared image sensor designed for cameras that watch drivers and passengers...
Cerebras (CBRS) Plants A 165 MW Flag In Finland While Still Losing Money
On September 1, Cerebras Systems (NASDAQ:CBRS) announced a new AI data center in Mikkeli, Finland, built with partner Compute Nordic Finland.
Fifth Third’s (FITB) Comerica Merger Is Done, Now Comes The Payoff
On September 8, Fifth Third Bancorp (NASDAQ:FITB) said it had finished moving close to 600,000 former Comerica customers and 293 branches across Arizona, California, Florida, ...
Atlassian (TEAM) Just Turned Jira Into an AI Coding Command Center
On September 10, Atlassian Corporation (NASDAQ:TEAM) rolled out a set of tools built around a question most software companies still can't answer well: once you let AI agents ...
Franco-Nevada’s (FNV) Record Quarter Hides A Two-Year Question Mark
On August 11, Franco-Nevada (NYSE:FNV) posted second-quarter results that dwarfed last year's numbers, with revenue up 57% to $580.9 million and gold equivalent ounces sold climbing...
Nasdaq (NDAQ) Just Made It Harder For Crypto Criminals To Hide
On September 15, Nasdaq (NASDAQ:NDAQ) said its Verafin unit had partnered with Stablecore to fuse traditional banking data with digital asset activity inside one financial crime...
Garmin’s (GRMN) New Autopilot Signals Where Growth Is Headed
On September 1, Garmin (NYSE:GRMN) unveiled SmartDrive, the first sailboat autopilot built around a brushless linear actuator with a built-in ECU.
Jim Cramer Suggests Avoiding Redwire (RDW) In A Rate Tightening Cycle
On September 16, toward the end of the lightning round, a caller asked what Jim Cramer thinks of Redwire Corporation (NYSE:RDW).
Sempra (SRE) Just Locked In Two Decades of LNG Demand
On September 14, Sempra Infrastructure, a subsidiary of Sempra (NYSE:SRE), signed a 20-year deal to sell roughly 0.8 million tonnes of liquefied natural gas a year to Petrobras...
AMETEK’s (AME) $5B Deal Bets Big On A Hot Streak
On August 26, AMETEK (NYSE:AME) closed one of the largest deals in its history, an all-cash purchase of Indicor Instrumentation for $5.0 billion. The timing is notable.
PureCycle (PCT) Expands PureFive Use as Regulatory Tailwinds Meet Execution Risk
PureCycle Technologies Inc. (NASDAQ:PCT) announced a new line of sustainable tamper-evident packaging, SnapPack Square EVO, in partnership with IPL Schoeller.
BJ’s Wholesale Club (BJ) Formalizes Investment-Grade Financial Policy
BJ's Wholesale Club Holdings Inc.
The RealReal (REAL) Bets on Glendale to Capture Growing Vintage Demand
The RealReal Inc. (NASDAQ:REAL) continues to grow its footing within Southern California, with a new Glendale store scheduled to open on October 1.
Willis Lease Finance (WLFC) Expands Fleet with New Aircraft and Engine Acquisition
Willis Lease Finance Corp. (NASDAQ:WLFC) is adding 13 aircraft engines and 12 commercial aircraft to its aviation asset holdings, through a recently concluded transaction.
How Does This $40.3 Million Birwood Heights Financing Arrangement Benefit Marcus & Millichap’s (MMI)
Marcus & Millichap’s (NYSE:MMI) capital markets arm, IPA Capital Markets, secured a financing arrangement amounting to $40.3 million for Birwood Heights.
Delivery Outlook Shows Tesla (TSLA)’s Core Business Under Pressure. Its Next Growth Engine Must Deliver
Goldman Sachs has cut its delivery forecast for Tesla, Inc. (NASDAQ:TSLA) while citing weaker sales trends across the company’s most important markets.
Cisco (CSCO) Leans on Splunk to Broaden Its Share of Enterprise AI Spending. It Faces a Big Test
Cisco Systems, Inc. (NASDAQ:CSCO) is seeking to expand Splunk’s role in enterprise AI.
Micron (MU) Unveils Breakthrough Memory Product. It Says Much About the Memory Market
In a major milestone in memory innovation, Micron Technology, Inc.
Lucid (LCID) Rises After Bolt Partnership, But Cash Burn Remains a Concern
On September 17, Lucid Group, Inc.
Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know
On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc.
PicS N.V. (PICS) Delivers Credit Portfolio Momentum and Q2 Outperformance Across the Board
For the recently reported second quarter, PicS N.V. (NASDAQ:PICS) outperformed relative to its previous guidance across all profitability metrics.
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