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Insider Monkey Blog

Takeda Pharmaceutical (TAK) Gets Priority Review. Can Zasocitinib Win in Psoriasis?

Takeda Pharmaceutical Company Limited (NYSE:TAK) announced on September 14 that the FDA accepted its New Drug Application for zasocitinib under priority review for adults with...

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September 17 - Hedge Funds, News

Nanobiotix (NBTX): Can Lung Tumor Control Justify Repeat Radiation Risks?

Nanobiotix S.A.

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September 17 - Hedge Funds, News

Aon’s $17 Billion USI Deal: What Hedge Fund Sentiment Says About AON and KKR

Aon Plc (NYSE:AON) confirmed on August 31 that it will buy USI Insurance Services from KKR & Co. Inc. (NYSE:KKR) for $17.0 billion in an all-cash deal funded by new debt.

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September 17 - Hedge Funds, News

Polestar (PSNY)’s US Exit Just Showed Up in its Guidance

Reuters reported that Polestar Automotive Holding UK PLC (NASDAQ:PSNY) cut its full-year 2026 delivery forecast on September 3, noting the fallout from being barred from selling...

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September 17 - Hedge Funds, News

Jim Cramer on Tesla (TSLA): “My Only Solution to It Is That SpaceX Has to Buy It”

On September 14, a caller asked for Mad Money’s host Jim Cramer’s thoughts on Tesla, Inc. (NASDAQ:TSLA). He replied: It's at $358. I don't know.

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September 17 - Hedge Funds, News

Apple (AAPL) Faces a $2.7 Billion UK Lawsuit over its App Tracking Rules

On September 3, 2026, Reuters reported that Apple Inc.

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September 17 - Hedge Funds, News

Lululemon (LULU) Cuts its Outlook Again Just as a New CEO Walks through the Door

On September 4, 2026, Reuters reported that lululemon athletica inc.

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September 17 - Hedge Funds, News

Rackspace’s Nvidia Partnership Sparks Early Rally, But a $2.8 Billion Debt Load Remains

Rackspace Technology, Inc. (NASDAQ:RXT) shares climbed more than 6% after the company announced that it was joining Nvidia’s Cloud Partner Program.

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September 17 - News

Meta (META) Overhauls Instagram and Facebook for Teens after its $17 Billion Settlement 

On August 26, 2026, Meta Platforms, Inc.

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September 17 - Hedge Funds, News

A Deadly Amazon (AMZN) Cargo Plane Crash in Miami Puts its Air Network Under Scrutiny

On September 6, 2026, an Amazon.com, Inc.

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September 17 - Hedge Funds, News

SpaceX (SPCX)’s Space Data Center Dream Runs into Four Very Earthly Problems

On September 6, 2026, CNBC reported that Space Exploration Technologies Corp.

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September 17 - Hedge Funds, News

BioCryst (BCRX) Turns its First Profit and Now Wants to Go Shopping for Rare Disease Drugs

On August 28, 2026, CNBC reported that BioCryst Pharmaceuticals, Inc.

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September 17 - Hedge Funds, News

Stellantis (STLA) and Ford (F) Bet Gas Engines Can Fix America’s EV Range Anxiety 

In a report published September 7, 2026, the Wall Street Journal said Stellantis N.V.

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September 17 - Hedge Funds, News

AstraZeneca (AZN) Wins FDA Approval for its Breast Cancer Pill After Regulators Voiced Doubts

On September 5, 2026, Bloomberg reported that the FDA granted accelerated approval to AstraZeneca PLC (NYSE:AZN)’s camizestrant, sold as Etcamah, for a genetically driven form...

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September 17 - Hedge Funds, News

Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside

On September 15, Berenberg upgraded its rating on Eli Lilly and Company (NYSE:LLY) from Hold to Buy and lifted its price target from $1,220 to $1,400.

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September 17 - Hedge Funds, News

Novo Nordisk (NVO) and Eli Lilly (LLY)’s Weight-Loss Drugs Still Work at Smaller Doses, Study Finds

On August 31, 2026, Reuters reported on a new study finding that patients who stay on the lowest starter doses of GLP-1 weight-loss drugs still lose weight, though far less than...

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September 17 - Hedge Funds, News

ETSY Gets a Bullish Upgrade: What Investors Should Know

On September 15, Oppenheimer upgraded Etsy, Inc. (NYSE:ETSY) from Perform to Outperform and set a price target of $90.

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September 17 - Hedge Funds, News

Nike (NKE) Is Down 40% YTD: Will the Turnaround Strategy Work?

On September 15, Telsey Advisory Group cut its price target on NIKE, Inc. (NYSE:NKE) from $47 to $44 and maintained its Market Perform rating on the stock.

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September 17 - Hedge Funds, News

Novartis (NVS) and Ionis (IONS)’ Big Cholesterol Bet Comes Up Short in Late-Stage Trial

On September 5, 2026, Reuters reported that pelacarsen, an experimental drug from Novartis AG (NYSE:NVS) and partner Ionis Pharmaceuticals, Inc.

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September 17 - Hedge Funds, News

A Struggling Rival Shows Just How Hard it is to Challenge Tesla (TSLA)’s Semi Truck

In a report published September 4, 2026, the Wall Street Journal said Windrose Technology, a Chinese-European startup once dubbed the biggest challenger to Tesla, Inc.

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September 17 - Hedge Funds, News

Tesla (TSLA)’s Driverless Cybercab Draws a Federal Safety Probe Right Out of the Gate

On September 4, WSJ and Reuters reported that NHTSA opened an investigation into Tesla, Inc. (NASDAQ:TSLA)'s Cybercab after the company began offering rides in Austin, Texas.

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September 17 - Hedge Funds, News

VinFast (VFS)-Backed Taxi Firm GSM Plots a US and European Push ahead of its Hong Kong IPO

On September 3, 2026, Reuters reported that Green and Smart Mobility (GSM), the Vietnamese electric taxi operator linked to VinFast Auto Ltd.

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September 17 - Hedge Funds, News

Talen Energy (TLN) Gains as Regulatory Progress Enhances Data Center Framework

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Ryanair (RYAAY) Slashes its Winter Flight Plans to Dodge a Costly Oil Spike

On September 2, 2026, Bloomberg and Reuters reported that Ryanair Holdings plc (NASDAQ:RYAAY) cut its full-year traffic target from 216 million to 214 million passengers.

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September 17 - Hedge Funds, News

Abitibi Metals Intersects 3.72% CuEq over 9.2 m Within a Broader 1.25% CuEq over 60.2 m at the B26 Deposit

Toronto, Ontario, September 17th, 2026, FinanceWire Abitibi Metals Corp.

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September 17 - Press Releases

ZenaTech Selected for Canada’s Defence Drone Initiative Marketplace, Expanding Opportunities for ZenaDrone’s AI-Powered Autonomous Drone Solutions

Toronto, Canada, September 17th, 2026, FinanceWire ZenaTech, Inc.

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September 17 - Press Releases

Strong Execution Strengthens Macerich (MAC) in Q2

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 17 - Hedge Fund Investor Letters, News

Starbucks (SBUX) Wins Big in Court, but One Finding Still Sticks

A federal appeals court declined to enforce most of a National Labor Relations Board ruling that Starbucks Corporation (NASDAQ:SBUX) illegally threatened employees with reprisals...

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September 17 - Hedge Funds, News

Boeing (BA)’s $8.4 Billion Supplier Buyback Keeps Turning Up New Costs

On September 3, The Wall Street Journal reported that The Boeing Company (NYSE:BA) has uncovered hundreds of millions of dollars in additional liabilities at Spirit AeroSystems...

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September 17 - Hedge Funds, News

Southwest (LUV) Finally Joins the Lounge Business it Long Rejected

Southwest Airlines Co.

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September 17 - Hedge Funds, News

Medtronic (MDT) Raises its Outlook Again as Heart Device Demand Keeps Climbing

Reuters reported that Medtronic plc (NYSE:MDT) raised the lower end of its fiscal 2027 profit forecast and its revenue growth outlook on September 1, banking on strong demand ...

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September 17 - Hedge Funds, News

Here’s Why Why Baron Capital Bought Alexandria (ARE) 

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 17 - Hedge Fund Investor Letters, News

OpenAI Fires Back at Apple (AAPL)

Reuters reported that OpenAI denied Apple Inc. (NASDAQ:AAPL)’s allegations of trade secret theft in a filing late Monday, August 31, in U.S.

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September 17 - Hedge Funds, News

Baron Real Estate Income Fund’s Q2 2026 Investor Letter 

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 17 - Hedge Fund Investor Letters, News

Renewed Industry Competition Sparks T-Mobile US’s (TMUS) Sell-Off

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Strong Operational Momentum Drives Quanta Services’ (PWR) Full-Year Outlook Upgrade

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Coherent (COHR): Unmet Hyperscaler Demand Fuels Aggressive Capacity Expansion

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Corning (GLW) Rallied on Strong Long-Term Outlook Upgrade

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Reaves Long Term Value Strategy’s Q2 2026 Investor Letter

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% (gross) increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 17 - Hedge Fund Investor Letters, News

Corning’s (GLW) Leadership Advantage in Adapting to Tech Transitions

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

ACV Auctions (ACVA) Jumps on Top-Line Growth and Large Buyback Authorization

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Renewed Demand Momentum Lifts WillScot Holdings (WSC)

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

HF Sinclair (DINO) Strengthens from Its Refining Segment Despite Sector Weakness

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Lazard (LAZ) Slid on Slower M&A Activity

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Here’s Why Dolby Laboratories (DLB) Traded Down in Q2

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 17 - Hedge Fund Investor Letters, News

Cambiar SMID Fund’s Q2 2026 Investor Letter

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. U.S.

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September 17 - Hedge Fund Investor Letters, News

STARPRIME Responds to Diverging Gold Market Demand with AM/PM Fixing and XAU24/7

Port Louis, Mauritius, September 17th, 2026, FinanceWire New offerings address two distinct market needs: fixing-related exposure management and continuous quote-driven gold access...

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September 17 - Press Releases

AtlasClear Holdings Reports Preliminary Fiscal 2026 Revenue of Approximately $20.1 Million, Up 85%; Revenue Plus Interest Income of Approximately $21.9 Million

TAMPA, Fla, September 17th, 2026, FinanceWire Stock Locate Fees Grow More Than 20-Fold to Approximately $6.8 Million; Commissions Up Approximately 56% Non-Commission Revenue Lines...

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September 17 - Press Releases

Jim Cramer on Aflac (AFL): “Not Great, Not Bad”

On September 11, toward the end of the lightning round, a caller inquired whether they should sell, continue to buy, or hold Aflac Incorporated (NYSE:AFL).

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September 17 - Hedge Funds, News

BCSM Exits Heartflow (HTFL) on Competitive Concerns

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

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