Brad Gerstner Says Latest ‘Negativity’ Around AI is ‘Political Agenda’; See His 2 New AI Stock Picks
AI investors are weighing warnings from technology executives about the safety risks posed by the rapid advancement of artificial intelligence.
Insider Monkey Blog
American Battery Technology (ABAT) Turns A Profit, But Faces A New Export Threat
On September 14, American Battery Technology Company (NASDAQ:ABAT) held its fiscal year 2026 earnings call, and for once the numbers matched the ambition.
Coda Octopus (CODA) Just Posted A First-Ever Profit Milestone
On September 14, Coda Octopus Group (NASDAQ:CODA) reported third-quarter fiscal 2026 results that quietly crossed a threshold the company had never reached in its public history...
Billionaire Ray Dalio’s Bridgewater’s 2 Non-AI Stock Picks
Billionaire Ray Dalio's Bridgewater Associates has disclosed several new picks in its Q2 filings.
Ray Dalio’s Fund Was Buying These 2 AI Stocks
Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays.
IR-MED and Dice Technologies Announce collaboration to Evaluate and Advance Pressure-Injury Prevention Platform in Japan
Rosh Pinna, Israel, September 16th, 2026, FinanceWire Letter of Intent (“LOI”) signed to cooperate in the evaluation, research support, localization, commercialization preparation...
Here’s What Dragged Netflix (NFLX) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
AI and Next-Gen Sequencing Strengthens Twist Bioscience Corp. (TWST)
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
Parnassus Growth Equity Fund’s Q2 2026 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter.
Charter Communications (CHTR): Cox Merger and Wireless Growth Signal Stronger Future Ahead
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
Investor Fears of AI Disintermediation Weigh on Accenture (ACN) Stock
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
Jim Cramer Says Brinker (EAT) “Never Fails to Wow Me”
On the September 11 episode of Mad Money, Jim Cramer expressed strong optimism for Brinker International, Inc.
CoStar (CSGP): Residential Strategy Unchanged Despite Persistent Market Skepticism
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
The Bull Case for Netflix’s (NFLX) New Growth Engine
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
What Makes Mettler-Toledo International (MTD) an Attractive Bet?
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
Weitz Multi Cap Equity Fund’s Q2 2026 Investor Letter
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”.
Real REMAX Group (REAX) Stock Weakness Reflects Fears of AI-Driven Market Changes
Wasatch Global Investors, an asset management company, released its “Long/Short Alpha Fund” Q2 2026 investor letter. The letter can be downloaded here.
Bloom Energy Corp. (BE) Short Position Weighs on Performance Amid Small-Cap AI Rally
Wasatch Global Investors, an asset management company, released its “Long/Short Alpha Fund” Q2 2026 investor letter. The letter can be downloaded here.
Wasatch Long/Short Alpha Fund’s Q2 2026 Investor Letter
Wasatch Global Investors, an asset management company, released its “Long/Short Alpha Fund” Q2 2026 investor letter.
LyondellBasell (LYB) Retraces Amid Shifting Commodity Sentiment
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Alphabet (GOOG) Surges 24% as Revenue Growth Soars — But Is $190 Billion in Capex Too Much?
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Liberty Capital (GLIBK) Acquires Quintillion in $360M Synergistic Deal
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Can the Cox Acquisition Reverse Charter Communications’ (CHTR) Broadband Growth Concerns?
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Robert Half (RHI): Can a Slow Recruitment Recovery Turn a Former Buying Mistake Into a Winner?
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Alluvium Increases HCA Healthcare (HCA) Holdings After Its 17.5% Selloff
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Three 121 Mining Investment Events Named B2i Digital Featured Conferences
B2i Digital Provides Marketing Support for the BHP Xplor x 121 Mining Investment Showcase in New York on September 17, 121 Global Online on October 13 and 14, and 121 London on...
Alluvium Bought More Ryanair (RYAAY) on Weakness — Then Trimmed After the Rebound
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.
Toogood Gold’s Table Mountain Sits in the Shadow of a Nevada Gold Rush
Dallas, USA, September 16th, 2026, FinanceWire Toogood Gold Corp.
i-payout Expands U.S. Money Transmitter Licensing Footprint and Advances European EMI Strategy
Fort Lauderdale, Florida, September 15th, 2026, FinanceWire Expanded regulatory infrastructure is designed to give marketplaces, gig economy platforms, gaming and esports companies...
Zscaler, Inc. (ZS)’s Growth Engine Is Strong, But Slowing ARR Could Pressure the Stock
Zscaler, Inc. (NASDAQ:ZS) remains in a phase of robust growth as innovation drives heightened platform adoption.
Helios Technologies (HLIO) Turns One Motorcycle Deal Into A Bigger Bet
On September 9, Helios Technologies (NYSE:HLIO) announced that its operating company, Enovation Controls, had acquired certain assets of Radio Sound and landed a multi-year contract...
Pediatrix (MD) Grows Earnings Even As Patient Volumes Keep Falling
On August 4, Pediatrix Medical Group (NYSE:MD) reported second-quarter results that look strong on the surface.
Aurinia’s (AUPH) Profits Surge While Its One Drug Just Got Company
On August 6, Aurinia Pharmaceuticals Inc.
Chemours (CC) Trims Losses While Core Demand Keeps Slipping
On August 4, The Chemours Company (NYSE:CC) reported second-quarter results that read like two different companies fused.
LCI Industries (LCII) Turns Shrinking Sales Into Bigger Profits
On August 5, LCI Industries (NYSE:LCII) reported second-quarter results that look contradictory at first read.
SolarEdge’s (SEDG) 800 Volt Data Center Push Just Got Real
On September 10, SolarEdge Technologies (NASDAQ:SEDG) said the medium-voltage to 800 VDC conversion stage of its data center power system is now running under load in its own ...
Bausch Health (BHC) Expands Probiotic Skincare Bet To Six New Markets
On September 8, Bausch Health Companies Inc.
UBS Bets on Valero Energy (VLO) to Shatter its Record High
Valero Energy Corporation (NYSE:VLO) has been on a strong rally this year, fuelled by an unusually sharp surge in global refining margins.
Whirlpool (WHR) Bets Big On Price Hikes And Balance Sheet Fixes
On August 3, Whirlpool Corporation (NYSE:WHR) reported second-quarter results that read like two different stories depending on which line you're looking at.
Constellation Energy (CEG) Defies the Utility Slump. Can its Nuclear Edge Drive More Gains?
The overall utilities sector fell by 5.18% during the month of August, compared to the 2.62% gain for the overall market.
Kennametal’s (KMT) Earnings Surge Comes With A Costly Catch
On August 5, Kennametal (NYSE:KMT) reported fiscal 2026 fourth-quarter results that turned a rough prior year into a record one.
Baker Hughes (BKR) and Venture Global (VG) Team Up for the Next LNG Wave
Baker Hughes Company (NASDAQ:BKR) and Venture Global, Inc. (NYSE:VG) are expanding their collaboration through a new set of equipment orders.
ScanSource (SCSC) Bets $220M On A Bigger IT Footprint
On September 2, ScanSource (NASDAQ:SCSC) completed its all-cash acquisition of MicroAge, a $220.5 million deal that closed just two weeks after it was first announced on August...
JPMorgan Bets Magnolia (MGY) Can Break to New Highs
Magnolia Oil & Gas Corporation (NYSE:MGY) received a boost on September 8 when JPMorgan upgraded the stock from ‘Neutral’ to ‘Overweight’, while also raising its price...
Grocery Outlet (GO) Raises Guidance While Nursing A Widening Loss
On August 12, Grocery Outlet Holding Corp.
Shell and Constellation Energy Strike a $715 Million Power Deal
Shell plc (NYSE:SHEL) announced on September 10 that it had agreed to sell its interest in RISEC Holdings to Constellation Energy Corporation (NYSE:CEG) for $715 million.
Energy Transfer’s (ET) Strong 2026 Run Gets a Fresh Vote from Stifel
Energy Transfer LP (NYSE:ET) has surged by almost 30% since the beginning of 2026, propelled by its strong performance, high natural gas demand in the US, and new pipeline opportunities...
ExxonMobil’s LNG Ambitions Just Got A Major Upgrade
On September 14, ExxonMobil Holdings Corporation (NYSE:XOM) said that it expects its annual LNG sales to reach 50 million tons by 2030, up from its previous target of 40 million...
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