BCSM Exits Insulet Corporation (PODD), Maintains Watchlist Status
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.
Insider Monkey Blog
Rising Commoditization Threatens Booz Allen Hamilton Holding Corporation’s (BAZ) Margins
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.
Fund Capitalizes on Axon Enterprise (AXON) in AI-Related Selloff
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.
Coherent Corp. (COHR): A Critical Player in AI Data Center Buildouts
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.
Baron SMID Cap ETF’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF’”.
Why Lincoln Educational (LINC) Is Outperforming
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Merck & Co. (MRK) is Building a Stronger Future Beyond Its Keytruda Franchise
Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Earnings Drag and Geopolitical Headwinds Weigh on Lockheed Martin’s (LMT) Performance
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Group 1 Automotive (GPI): Can High Debt and a Troubled UK Acquisition Derail the Recovery?
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Falling Bitcoin Prices Drag Down Products and Mining Revenue for Canaan (CAN)
On September 8, Canaan Inc. (NASDAQ:CAN) announced its second quarter FY26 results, which did not inspire confidence.
Alphabet (GOOG): Is Massive Infrastructure Capex Worth It?
Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here.
The Return-on-Capital Question Looming Over NVIDIA Corporation’s (NVDA) AI Investments
Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here.
Jim Cramer Hesitates to Bet Against QXO CEO Brad Jacobs
Mentioning that their “stock is in the hole,” a caller asked if they should stay with QXO, Inc. (NYSE:QXO) or leave during the September 11 episode of Mad Money.
Jim Cramer Explains Why AppLovin (APP) Stock Is Going Down
During the September 11 episode of Mad Money, a caller asked whether to sell AppLovin Corporation (NASDAQ:APP) after gains of about 400% following an 800% peak, or continue holding...
Jim Cramer Believes Sphere Entertainment (SPHR) Is “Amazing”
Starting the lightning round of the September 11 episode, a caller asked if they should keep their “best winner” Sphere Entertainment Co. (NYSE:SPHR).
Jim Cramer Says He Thinks “You Hold on to Meta”
During the September 11 episode of Mad Money, a caller asked about Meta Platforms, Inc.
Jim Cramer Says He Can’t “Counsel Owning” Honeywell Aerospace (HONA)
When a caller inquired about Honeywell Aerospace Inc.
Estée Lauder (EL) Partners with University of Leeds to Address Shade-Matching Challenges
Estée Lauder Companies Inc. (NYSE:EL) aims to establish advanced standards for scientific formulation of complexion-enhancing products such as concealers and foundations.
Jim Cramer on Advanced Micro Devices (AMD): “Buy It”
A caller asked during September 11’s episode of Mad Money if Advanced Micro Devices, Inc.
Jim Cramer Suggests A Caller That It Is Time to Move On From DraftKings (DKNG)
During the September 11 episode of Mad Money, an Investing Club member asked whether DraftKings Inc.
Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street Hesitates
On August 11, Silicon Labs (NASDAQ:SLAB) reported second-quarter results for the period ended July 4, posting revenue of $228 million, up 18% from a year earlier.
South Bow (SOBO): Pipeline Operator Cashes In On Global Crude Chaos
On August 5, South Bow Corp.
A Philippine Telecom’s AI Makeover Tests UiPath’s (PATH) Pitch
On September 11, UiPath (NYSE:PATH) announced that PLDT, the leading digital services provider in the Philippines, had scaled its use of the UiPath Platform to keep pace with ...
AXIS Capital (AXS) Adds A High-Performing Excess Liability Book
On August 5, AXIS Capital (NYSE:AXS) announced it agreed to acquire the renewal rights to the Excess Liability business of DUAL North America, a program administrator that wrote...
Figure (FIGR) Bets AI Agents Can Rescue Trillions in Stalled Home Loans
On September 10, Figure Technology Solutions (NASDAQ:FIGR) announced a partnership with Sierra, the conversational AI platform co-founded by Bret Taylor and Clay Bavor, to attack...
CAE (CAE) Expands Into Drone Training With New Poland Alliance
On September 8, CAE (NASDAQ:CAE) signed a memorandum of understanding with WB Electronics, a Polish defense technology company, at the MSPO 2026 exhibition in Kielce, Poland.
Central Bancompany’s (CBC) Profits Climb As It Doubles Down On Buybacks
On August 4, Central Bancompany (NASDAQ:CBC) reported second-quarter results that topped both the prior quarter and the year-ago period on nearly every measure that matters to...
StandardAero’s (SARO) Margins Are Growing Faster Than Its Revenue
On August 6, StandardAero (NYSE:SARO) reported second-quarter results that leaned harder on margin than on revenue, and the numbers show why that distinction matters.
Paylocity’s (PCTY) Record Profits Come With A Slowing Growth Forecast
On August 4, Paylocity Holding Corporation (NASDAQ:PCTY) closed the books on a fiscal 2026 that most software companies would envy: 11% total revenue growth, a 22.4% jump in diluted...
COPT Defense (CDP) Keeps Leasing Ahead Of Its Own Targets
On September 9, COPT Defense Properties (NYSE:CDP) told investors it had already leased 408,000 square feet of vacant space this year, more than the 400,000 square feet it originally...
StoneX (SNEX) Turns Mortgage Bond Complexity Into New Revenue
On September 10, StoneX Group (NASDAQ:SNEX) and DeltaTerra Investments rolled out a synthetic credit structure built around Agency mortgage bonds issued through Fannie Mae's Connecticut...
A Profit Plunge Masks Timken’s (TKR) Real Momentum Story
On August 4, Timken (NYSE:TKR) reported second-quarter results that read like two different stories depending on which line you stop at.
Spyre (SYRE) Clears Monotherapy Phase for IBD Portfolio, Setting Up Combination Tests
On September 8, Spyre Therapeutics (NASDAQ:SYRE) announced that SPY003, its anti-IL-23 antibody, hit its primary endpoint in Part A of the Phase 2 SKYLINE trial, posting a 10....
SentinelOne (S) Expands Wayfinder With OpenAI’s Newest Cyber Model
On September 3, SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services with new tools built on OpenAI's latest cyber-focused model, arriving just a week after the company...
Mosaic (MOS) Bets On Enzymes While Its Core Business Bleeds
On August 17, Mosaic Biosciences, a unit of The Mosaic Company (NYSE:MOS), launched Renuvis Enzara, an enzyme-based treatment meant to speed up how fast crop residue breaks down...
Hess Midstream (HESM) Boosts Its Payout As Volumes Keep Sliding
On August 3, Hess Midstream LP (NYSE:HESM) reported second-quarter results that raised more questions than they answered.
AECOM (ACM) Lands Ireland’s Biggest Rail Contract Amid A Costly Charge
On September 10, Transport Infrastructure Ireland named a joint venture between Jacobs (NYSE:J) and AECOM (NYSE:ACM) as program delivery partner for MetroLink, a project set to...
QIAGEN (QGEN) Rolls Out QIAsymphony Connect Following Q2 Outperformance
On August 27, QIAGEN N.V.
Cellectis (CLLS) Exits Two CAR-T Programs. Can Gene Editing Justify the Clinical Reset?
Cellectis S.A. (NASDAQ:CLLS) announced on September 14 that its board approved a strategic transformation on September 11.
Boston Omaha (BOC) Authorizes $30M Buyback. Can Cash Cover it Before the Insurance Sale?
Boston Omaha Corporation (NYSE:BOC) announced on September 11 that its board authorized up to $30 million of Class A share repurchases, effective November 1, 2026.
Rexford Industrial (REXR) Bets $1.2B On A Leaner Future
On August 18, Rexford Industrial Realty (NYSE:REXR) announced a definitive agreement to sell a $1.2 billion industrial portfolio to an affiliate of EQT Real Estate, a deal expected...
Gran Tierra Energy (GTE) Seeks Consent on $479.4M of Notes. Can its Colombia Exit Advance?
Gran Tierra Energy Inc. (NYSEAMERICAN:GTE) launched a consent solicitation on September 11 covering $479.353 million of 9.75% senior secured amortizing notes due 2031.
GE HealthCare (GEHC) Reportedly Eyes $1B Sofie Deal. What Would Ownership Add?
GE HealthCare Technologies Inc. (NASDAQ:GEHC) is reportedly discussing a possible $1 billion acquisition of Sofie Biosciences.
SEALSQ (LAES) Reported a $32.2M Half-Year Operating Loss. Can Revenue Catch Up With Spending?
SEALSQ Corp (NASDAQ:LAES) disclosed a $32.2 million operating loss for the six months ended June 30, 2026, versus $21.2 million a year earlier.
Lineage’s (LINE) Warehouses Are Filling Up, But Profits Are Not
On August 5, Lineage Inc. (NASDAQ:LINE) reported second-quarter 2026 results that pull in two directions at once.
AMREP (AXR) Revenue Fell 66%. Can Homebuilding Replace Lost Land Sales?
AMREP Corporation (NYSE:AXR) reported on September 11 that revenue fell 66% to $6.1 million for the fiscal first quarter ended July 31, 2026, from $17.9 million a year earlier...
Vicor (VICR) Plans Two More ChiP Fabs. Can Utilization Justify Expansion?
Vicor Corporation (NASDAQ:VICR) announced on September 11 that it is purchasing a 334,000-square-foot building on 66 acres in Merrimack, New Hampshire, and another 54 acres in...
Coffee Holding (JVA) Hit a 25% Gross Margin. Can Profits Outlast Tariff Refunds?
Coffee Holding Co., Inc. (NASDAQ:JVA) reported fiscal third-quarter gross margin of 25%, compared with a revised 9.4% a year earlier.
Rent the Runway (RENT) Grew Revenue 20.8%. Can Higher Spending Produce Sustainable Cash Flow?
Rent the Runway, Inc. (NASDAQ:RENT) reported on September 11 that revenue for the quarter ended July 31 increased 20.8% to $97.7 million.
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