Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity?
On September 15, Cadence Design Systems, Inc. (NASDAQ:CDNS) and Analog Devices, Inc.
Insider Monkey Blog
Verizon (VZ) Has Strong Cash Flow and Subscriber Momentum. Can it Sustain Both?
On September 24, Verizon Communications Inc.
IBM is Building a Bigger Software Business. Can Its Balance Sheet Keep Up?
On September 24, International Business Machines Corporation (NYSE:IBM) announced two key capabilities designed to strengthen its digital asset infrastructure for tier-one financial...
AstraZeneca (AZN) is Expanding its Oncology Engine. Can New Growth Offset Legacy Pressure?
It was reported on September 25 that the U.S.
CrowdStrike (CRWD) is Clearing Hurdles. Can its Financial Momentum Do the Rest?
On September 25, the U.S. Department of Justice (DOJ) concluded its examination into CrowdStrike Holdings, Inc.
Novartis (NVS) Has More Growth Ahead. Can its Portfolio Outrun Generic Pressure?
On September 18, Novartis AG (NYSE:NVS) announced that the Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending marketing authorization...
McDonald’s (MCD): Let’s Begin With a Smile
McDonald's Corporation (NYSE:MCD) has spent years trying to make its restaurants faster and more convenient.
GE Aerospace (GE) and Kratos Defense & Security (KTOS) are Expanding Their Defense Footprint. What Comes Next?
Kratos Defense & Security Solutions, Inc.
Kodiak Sciences (KOD) Climbs Nearly 3x on Promising Wet AMD Trial
Kodiak Sciences Inc.
Merck & Co (MRK) Has Billions in Revenue to Defend. Can its Pipeline Do the Job?
On September 24, Merck & Co., Inc.
Can Costco (COST) Keep Growing into One of Retail’s Biggest Valuation Premiums?
It was reported on September 25 that Costco Wholesale Corporation (NASDAQ:COST) maintains solid underlying business momentum following its Q4 and fiscal year 2026 results, according...
Bank of America (BAC) is Investing for Growth. Can Its Earnings Keep the Pace?
On September 24, Bank of America Corporation (NYSE:BAC) announced plans to hire 1,000 additional apprentices over the next two years alongside a $150 million, five-year commitment...
Lennar (LEN)’s Q3 Results Show the Cost of Protecting Home Sales
Lennar Corporation (NYSE:LEN) delivered 20,840 homes in its fiscal Q3 ended August.
Could Blockchain Create Another Growth Lever for SoFi Technologies (SOFI) and Mastercard (MA)?
On September 22, SoFi Technologies, Inc.
Is Johnson & Johnson (JNJ) Building a Stronger Post-Stelara Growth Story?
On September 25, Johnson & Johnson (NYSE:JNJ) announced top-line findings from its Phase 4 STAR study evaluating Tremfya (guselkumab) in biologic-naïve adults with active psoriatic...
Meta Platforms (META): Are You Going to Buy the Promise?
The promise is what Meta Platforms, Inc. (NASDAQ:META) can do with AI and the reward for investors.
Cintas (CTAS) Beats Estimates and Raises Fiscal 2027 Guidance Despite UniFirst Deal Uncertainty
On September 23, Cintas Corporation (NASDAQ:CTAS) reported results for the first quarter of fiscal 2027, ended August 31, 2026.
The Boeing Company (BA) is Showing Signs of a Space Comeback. Can It Close the Gap With Space Exploration (SPCX)?
It was reported on September 18 that The Boeing Company (NYSE:BA) and NASA are in discussions to expand the Starliner vehicle’s flight manifest by 10 or more future missions...
Nokia (NOK) and Microsoft (MSFT) are Expanding Their AI Reach. Can the Opportunity Translate into Returns?
It was reported on September 17 that Nokia Oyj (NYSE:NOK) is extending its partnership with Microsoft Corporation (NASDAQ:MSFT) to build an agentic, unified data foundation combining...
GLOBALFOUNDRIES (GFS) and Monolithic Power (MPWR) Are Scaling Up. Can the Growth Last?
On September 9, GLOBALFOUNDRIES Inc. (NASDAQ:GFS) and Monolithic Power Systems, Inc.
Teradyne (TER) Has More Riding on AI Than Meets the Eye. Can Execution Deliver?
On September 1, Teradyne, Inc.
Is CoreWeave (CRWV)’s Recent Pullback a Buying Opportunity?
Is CoreWeave, Inc. (NASDAQ:CRWV) becoming a buying opportunity after its recent sell-off? That is the question, as the stock is down about 38% from its 2026 highs.
Nokia (NOK) is Getting More Exposure to AI Spending. Is the Opportunity Bigger than it Looks?
On September 9, Shares of Nokia Oyj (NYSE:NOK) rose 3% to $10.98 following Google’s announcement of a €13 billion investment to expand its AI infrastructure and cloud footprint...
Colgate-Palmolive (CL) is Making Room for Its Stronger Growth Engines. Will it Pay Off?
As of September 11, Colgate-Palmolive Company (NYSE:CL) is exploring the potential sale of certain mass-market personal care brands, including Softsoap, Irish Spring, and Speed...
Motorola (MSI) Has Cash to Deploy. Where Can it Create the Most Value?
On September 9, Motorola Solutions, Inc.
Should You Buy Oracle (ORCL) Amid Project Jupiter and Negative Cash Flow Concerns?
Oracle Corporation (NYSE:ORCL) continues to insist that its massive 2.5-gigawatt AI data center campus, known as Project Jupiter, remains on schedule.
CME Group (CME) is Looking Beyond its Core. Can its Next Move Unlock More Value?
On September 8, CME Group Inc.
Spotify (SPOT) is Deepening User Engagement. But can it Monetize the Shift?
On September 11, Spotify Technology S.A. (NYSE:SPOT) announced a partnership with Genius to stream its acclaimed slate of video series directly on the platform.
Accenture plc (ACN)’s Cash Machine Remains Strong. But Where Does Growth Come from?
On September 10, MotoGP Group announced it has selected Accenture plc (NYSE:ACN) to build its next-generation direct-to-fan OTT streaming service ahead of the 2027 season.
Bristol-Myers Squibb (BMY) is Building its Next Growth Engine. Can It Replace Lost Revenue?
On September 8, Bristol-Myers Squibb Company (NYSE:BMY) announced positive Phase 2 results from its registrational QUINTESSENTIAL trial evaluating arlocabtagene autoleucel (arlo...
Can the AI Power Boom Justify Bloom Energy’s (BE) $85 Billion Valuation?
Bloom Energy Corporation (NYSE:BE) has become one of the market's hottest AI infrastructure stocks, increasing in value by an astronomical 9 times since July 2025.
Louisiana-Pacific (LPX): Is the Market Missing Its Siding Transformation?
Louisiana-Pacific Corporation (NYSE:LPX) is an unusual housing stock.
Nike (NKE) vs. On (ONON): Is Nike Losing Its Edge in Sportswear?
For years, Nike, Inc. (NYSE:NKE)'s biggest advantage was simple: it was where performance, culture, and sport came together. That advantage is being tested.
Is AI Turning Networking Into Arista Network’s (ANET) Next Big Moat?
Arista Networks, Inc (NYSE:ANET) is benefiting from a part of the AI boom that gets considerably less attention than accelerators.
Vertiv (VRT) vs. Eaton (ETN): Which AI Power Stock Is the Better Buy?
As data centers become larger and more power-hungry, companies need far more than servers and chips.
Amazon (AMZN) vs. Alibaba (BABA): Which AI Bet Is Starting to Pay Off?
Amazon.com, Inc. (NASDAQ:AMZN) and Alibaba Group Holding Limited (NYSE:BABA) have more in common than their e-commerce roots suggest.
Can Roche’s Latest Obesity Drug Results Help it Challenge Eli Lilly and Novo Nordisk?
Roche's push into the obesity market has received another boost after its experimental drug, enicepatide, helped overweight or obese patients with type 2 diabetes improve blood...
Can JPMorgan’s $20 Billion QIA Partnership Strengthen its Global Asset Management Business?
JPMorgan Chase & Co.'s (NYSE:JPM) asset management arm is set to deepen its relationship with one of the world's largest sovereign wealth funds through a planned $20 billion partnership...
Can CoreWeave’s (CRWV) Computing Advantage Become a Lasting Moat?
CoreWeave, Inc. (NASDAQ:CRWV) has become one of the market's more closely watched infrastructure stocks.
Can J&J’s Latest Trial Win Strengthen its Neuroscience Business?
Johnson & Johnson's (NYSE:JNJ) $14.6 billion acquisition of Intra-Cellular Therapies has gained another potential growth avenue after Caplyta met the main goal of a late-stage...
Can AbbVie’s Backing Help ADARx Win Over Biotech IPO Investors at a $1.74 Billion Valuation?
ADARx Pharmaceuticals is testing investor appetite for another biotech listing, targeting a valuation of as much as $1.74 billion in a U.S.
Can J&J’s Partnership Drive More Upside for Nanobiotix?
Guggenheim has assumed coverage of Nanobiotix S.A.
Jefferies Downgrades Roblox (RBLX) to Underperform on Bookings Growth Risk
Roblox Corporation (NYSE:RBLX) was cut to Underperform from Hold at Jefferies on September 28, with the firm leaving its price target at $38.
Gilead vs. Intuitive Surgical: Which Healthcare Stock Offers the Better Risk-Adjusted Upside?
At first glance, Gilead Sciences, Inc. (NASDAQ:GILD) and Intuitive Surgical, Inc. (NASDAQ:ISRG) don't make for the most obvious comparison.
China Weighs Letting ByteDance and Alibaba Buy New Nvidia (NVDA) Chips
NVIDIA Corporation (NASDAQ:NVDA) may be allowed to sell part of its chip range in China again.
Can R$12.2 Billion in Fuel Subsidies Ease Petrobras’ Pricing Pressure?
Petróleo Brasileiro S.A.
General Motors (GM) Warns of Tougher US Competition as China Risks Build
General Motors Company (NYSE:GM) has said it will run as lean as possible as it braces for heightened competition at home.
Google’s €403 Million Privacy Fine Keeps Alphabet’s EU Regulatory Risk in Focus
Alphabet Inc. (NASDAQ:GOOGL)'s Google has been hit with another major European regulatory penalty, this time over how it historically processed users' location data.
Boeing (BA) Finds a 737 MAX Software Glitch Affecting Automated Navigation
The Boeing Company (NYSE:BA) has identified a software fault in the 737 MAX that can cause an automated navigation feature to fail during landing, according to the Wall Street...
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