Arista Released Critical Security Advisories. Cisco Shows Why AI Network Growth Also Creates Repair Work
Arista published its batch of security advisories on September 9, turning an advance warning into an immediate customer maintenance task.
Insider Monkey Blog
Navan (NAVN) Rides Enterprise Momentum Into Events and Meetings Through BoomPop Deal
Following an impressive second quarter FY27, Navan Inc.
Korn Ferry (KFY) Expands Global Standing With AMS Acquisition
On September 1, Korn Ferry (NYSE:KFY) completed its £850 million acquisition of UK-based AMS, from OMERS Private Equity.
AMD and Intel’s Shared AI Instructions Reach GCC. Can Software Cooperation Strengthen Both Stocks?
AMD and Intel compete for processor customers, but they have a common interest in making developers comfortable staying with x86.
Jim Cramer Suggests Waiting for a Lower Entry on Howmet Aerospace (HWM)
During the September 10 episode of Mad Money, a caller questioned whether recent vertical integration by industrial competitors and market selloffs warranted a lower valuation...
Amgen (AMGN) Fell 5% on a Drug That Isn’t Even Its Own. Here’s the Lp(a) Bet Now in Question.
Amgen Inc. (NASDAQ:AMGN) shed roughly $12 billion in market value after hours on September 4, 2026. The stock declined by about 5% to $415.
Alibaba and Amazon Face the Same AI Spending Question: How Quickly Does Capacity Become Cash?
September’s debate over Chinese and American AI spending puts Alibaba Group Holding Limited (NYSE:BABA) and Amazon.com, Inc.
NVIDIA’s Older GPUs Still Earn Rent. What That Does and Doesn’t Prove for CoreWeave
NVIDIA Corporation (NASDAQ:NVDA) has an argument against rapid hardware obsolescence: older accelerators still command rental prices. For CoreWeave, Inc.
Novartis’ Failed Cholesterol Drug Trial Sends Ionis and Amgen Tumbling
Few concepts in cardiovascular medicine have sparked as much optimism as Lp(a)-lowering medications.
Willis Lease Finance (WLFC) Grows Fast While Its Bottom Line Shrinks
On August 4, Willis Lease Finance Corporation (NASDAQ:WLFC) reported second-quarter results that pulled in two directions at once.
The RealReal (REAL) Posts Record Sales, But The Losses Keep Growing
On August 6, The RealReal (NASDAQ:REAL) reported second quarter results that beat its own outlook and pushed the resale luxury marketplace to raise its full year guidance.
Snowflake’s Blowout Quarter Adds to a Software Sector Already Rallying on AI
For much of the past year, the "AI trade" has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc.
Red Violet (RDVT) Turns Record Growth Into Real Profit Gains
On August 10, Red Violet Inc.
PureCycle (PCT) Turns Lab Promises Into Detergent Cap Reality
On August 6, PureCycle Technologies (NASDAQ:PCT) reported second-quarter results for the period ended June 30, and buried in the numbers was something the plastics recycler has...
Clear Channel Outdoor (CCO) Grows Fastest Right Before Going Private
On August 5, Clear Channel Outdoor Holdings Inc.
Adobe’s (ADBE) AI Bet Is Finally Showing Up In Revenue
On September 10, Adobe (NASDAQ:ADBE) posted record third-quarter revenue of $6.76 billion, up 13% year over year, and raised its full-year revenue and profit targets.
LightPath’s (LPTH) Defense Pivot Just Showed Up In The Numbers
On September 10, LightPath Technologies (NASDAQ:LPTH) reported fiscal fourth-quarter and full-year results that turned a multiyear strategic bet into a financial statement.
Copart (CPRT) Bets On Digital Dealers As Core Volumes Shrink
On September 10, Copart (NASDAQ:CPRT) held its fourth-quarter earnings call and used it to unveil a deal that could reshape its business: an all-cash agreement to acquire ACV, ...
Hooker Furnishings (HOFT) Turns A Profit While Sales Keep Falling
On September 11, Hooker Furnishings (NASDAQ:HOFT) reported its third straight profitable quarter, for the period that ran from May 4 through August 2, even as sales kept sliding...
Lovesac’s (LOVE) Premium Sofas Shine While Entry-Level Buyers Stay Away
On September 10, Lovesac (NASDAQ:LOVE) reported record second quarter revenue of $161.2 million, its highest Q2 total ever, even as its entry-level furniture shopper kept pulling...
IBEX (IBEX) Turns The AI Threat Into Its Biggest Growth Engine
On September 10, IBEX Limited (NASDAQ:IBEX) held its fourth-quarter and full fiscal year 2026 earnings call, and the numbers backed up a message management has been building toward...
Wall Street Is Betting Against Designer Brands (DBI) Even as Profits Double
On September 10, Designer Brands (NYSE:DBI) reported second-quarter results that pushed full-year earnings guidance sharply higher, even as net sales slipped 1% year over year...
1-800-Flowers (FLWS) Bets On Discipline While Revenue Keeps Fading
On September 10, 1-800-Flowers.com Inc. (NASDAQ:FLWS) reported fiscal 2026 results that read like a company still finding its footing after a hard year.
MasterCraft’s (MCFT) Margins Soared While Its Pontoon Brand Stumbled
On September 10, MasterCraft Boat Holdings (NASDAQ:MCFT) reported a fiscal fourth quarter that looked nothing like the one a year earlier.
Shoe Station Group (SHOE) Bets On Localized Stores To Reverse A Slide
On September 10, Shoe Station Group (NASDAQ:SHOE) held its first earnings call under its new name, and the numbers told a story of a company still finding its footing.
Nscale’s Funding Talks Put Dell and Nokia’s AI Supply Relationships to the Test
Nscale's reported pursuit of about $3.5 billion in pre-IPO financing matters to more than its prospective shareholders. Dell Technologies Inc.
Tsakos Energy Navigation (TEN) Just Posted Its Best Half Ever
On September 10, Tsakos Energy Navigation (NYSE:TEN) reported a first half of 2026 that reads like a fantasy year for a decades-old tanker operator.
Broadcom’s Anthropic Ramp Puts Google’s TPU Business in a Different Light
Broadcom's September 2 results show custom AI hardware turning into substantial sales.
Limoneira (LMNR) Leans On Avocados And Land Deals As Lemons Slump
On September 9, Limoneira Company (NASDAQ:LMNR) reported a third quarter that looked messy on the surface and much cleaner underneath.
Amazon’s Zoox Enters San Francisco’s Crowded Robotaxi Market, Taking Direct Aim at Waymo and Tesla
According to an August 29 report, Amazon.com Inc.
Lakeland’s (LAKE) Fire Business Is Carrying A Bumpy Turnaround
On September 9, Lakeland Industries (NASDAQ:LAKE) reported fiscal second-quarter results that told two very different stories depending on which line of the income statement you...
Academy Sports (ASO) Turns A Tariff Refund Into A Profit Surge
On September 9, Academy Sports and Outdoors (NASDAQ:ASO) posted second quarter results that looked strong on the bottom line and shaky underneath it.
Firmus Adds OpenAI. NVIDIA and Blackstone Face Different Sides of the AI Buildout
Firmus’ September 8 agreement with OpenAI connects fresh computing demand to two distinct public-market exposures: NVIDIA Corporation (NASDAQ:NVDA), whose platform will power...
SpaceX Says a Mystery AI Customer Adds $1.11 Billion a Month. Google Shows How Fast Compute Is Growing
Space Exploration Technologies Corp. (NASDAQ:SPCX) says a new, unnamed hosting customer will begin paying $1.11 billion per month on December 1.
Is Superintelligence On The Horizon? Safety Fears Grip Industry Leaders As They Push For A Slowdown
Something strange is happening at the frontier of intelligence.
REX American Resources (REX) Notches A Record Quarter, Then Doubts Creep In
On September 2, REX American Resources (NYSE:REX) reported the best second quarter in its history, with net income of $1.06 per diluted share, marking the company's 24th straight...
Nvidia May Put $10 Billion Into Anthropic’s $2 Trillion IPO. Amazon Already Has Much More Riding on It
Anthropic is reportedly seeking NVIDIA Corporation (NASDAQ:NVDA) as an anchor investor in an IPO that could value the AI developer near $2 trillion, with NVIDIA considering as...
Snowflake (SNOW) Is Growing Faster Now Than It Was A Year Ago
On September 2, Snowflake (NYSE:SNOW) reported second-quarter fiscal 2027 results that showed an unusual pattern for a company of its size: growth speeding up rather than slowing...
C3.ai (AI) Just Posted Its Most Promising Quarter In Years
On September 2, C3.ai (NYSE:AI) reported its first quarter of fiscal 2027, and the numbers finally matched the promises.
Gold.com (GOLD): On A Gold Rush With Cracks Underneath
On September 2, Gold.com Inc. (NYSE:GOLD) reported fiscal fourth-quarter and full-year results that showed just how much a string of acquisitions has reshaped the business.
Signet Jewelers (SIG) Lifts Guidance on Tariff Refunds and Cost Discipline
Signet Jewelers Ltd. (NYSE:SIG) announced its second quarter results for FY27, on September 9.
Matrix Service (MTRX) Returns To Profit, But Can It Last
On September 3, Matrix Service Company (NASDAQ:MTRX) reported its fourth quarter fiscal 2026 results, and the numbers marked a turning point.
Argan’s (AGX) Power Boom Comes With A Margin Catch
On September 2, Argan (NYSE:AGX) reported the best second quarter in company history, and the numbers explain why the stock has become a favorite way to bet on America's power...
Phreesia’s (PHR) Profit Turnaround Meets A Cash-Strapped Client Base
On September 2, Phreesia (NYSE:PHR) reported second-quarter fiscal 2027 results for the period ended July 31, showing revenue climbing to $129.5 million and adjusted EBITDA surging...
Robinhood (HOOD) Expands Prediction Markets With Crypto.com Partnership
Robinhood Markets, Inc. (NASDAQ:HOOD) is continuing to position prediction markets as an important part of its broader growth strategy.
Campbell’s (CPB) Slashes Its Dividend To Fund A Brutal Reset
On September 3, Campbell's Company (NASDAQ:CPB) held its fiscal fourth-quarter 2026 earnings call and delivered a message investors don't hear from a century-old food company ...
Diversified Energy’s (DEC) $1.8B Bet On Permian Scale
On September 2, Diversified Energy (NYSE:DEC) announced definitive agreements to acquire Birch Permian Holdings from affiliates of Elliott Investment Management for roughly $1...
Gentherm (THRM) Shareholders Approve Modine Merger, Clear for October Close
On September 10, Gentherm (NASDAQ:THRM) shareholders voted to approve the combination of Modine's Performance Technologies business with Gentherm, clearing the last major hurdle...
Novartis (NVS) Just Handed Monte Rosa (GLUE) A $50M Milestone
On September 8, Monte Rosa Therapeutics (NASDAQ:GLUE) announced that Novartis (NYSE:NVS), its partner on a VAV1-targeted drug, had dosed the first patient in a Phase 2 trial of...
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