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Insider Monkey Blog

Apple (AAPL)’s Premium iPhone Strategy Faces a Test Beyond Early Adopters

On September 11, 2026, Reuters reported that Apple Inc. (NASDAQ:AAPL)'s new foldable iPhone Duo launched with impressive features and a premium starting price of $1,999.

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September 27 - Hedge Funds, News

Oracle (ORCL) Reports a $664 Billion Backlog. Can AI Growth Outpace its Cash Burn?

On September 11, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) topped Wall Street estimates for its fiscal first-quarter results and reported a smaller cash burn ...

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September 27 - Hedge Funds, News

VinFast (VFS) Taps Founder’s Son to Lead its Global Growth Push

On September 12, 2026, Bloomberg reported that VinFast Auto Ltd.

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September 27 - Hedge Funds, News

Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?

On September 10, 2026, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) plans to expand its global data center capacity to more than 38 gigawatts by 2032, more than tripling...

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September 27 - Hedge Funds, News

Permian Resources (PR): Is Its Record Free Cash Flow Sustainable?

Permian Resources Corporation (NYSE:PR) posted its best free cash flow quarter in company history, but the same volatility that lifted oil prices enough to fund it is now whipsawing...

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September 27 - Hedge Funds, News

Stellantis (STLA) Splits its U.S. and Overseas Strategies. Can Both Deliver Profits?

On September 10, 2026, Reuters reported that Stellantis N.V.

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September 27 - Hedge Funds, News

GM (GM) Looks to Sodium-Ion Batteries to Gain an Edge Over Ford (F)

On September 12, 2026, CNBC reported that General Motors Company (NYSE:GM) is in the early stages of developing next-generation battery cells that it says can reduce U.S.

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September 27 - Hedge Funds, News

Safehold (SAFE): Higher Rates Test the Value of Its Long-Duration Ground-Lease Model

Safehold Inc.

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September 27 - Hedge Funds, News

Amazon (AMZN) Pauses a Cargo Carrier after a Fatal Crash. Can its Air Network Absorb the Disruption?

On September 13, 2026, the BBC reported that Amazon.com, Inc.

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September 27 - Hedge Funds, News

Apple (AAPL) Opens the Ternus Era with a Foldable iPhone. Can Premium Devices Lift Revenue?

On September 9, 2026, the Wall Street Journal reported that John Ternus took the stage for the first time as Apple Inc. (NASDAQ:AAPL)'s chief executive.

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September 27 - Hedge Funds, News

Airbnb (ABNB): Is ABNB’s Strong Growth Story Already Priced Into the Stock?

On August 7, 2026, Airbnb, Inc. (NASDAQ:ABNB) reported Q2 2026 results.

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September 27 - Hedge Funds, News

Amazon Taps Prysmian and Rio Tinto for Low-Carbon Data Center Cables. What Does it Mean for Investors?

Prysmian is finding another way into the data-center buildout, and this time the story isn't about fiber.

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September 27 - Hedge Funds, News

Australia is Cracking Down on Social Media. Could Apple Benefit from the Shift?

Apple Inc.

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September 27 - Hedge Funds, News

Everpure (P): Every Analyst Raised Targets After Analyst Day, Free Cash Flow Went Negative Anyway

On August 26, 2026, Everpure, Inc. (NYSE:P) reported second-quarter fiscal 2027 results.

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September 27 - Hedge Funds, News

Gilead vs. Medtronic: Which Healthcare Stock Offers the Better Mix of Growth and Income?

Gilead Sciences, Inc.

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September 27 - Hedge Funds, News

Gilead vs. Abbott: Which Dividend Healthcare Stock Offers the Better Risk-Reward?

Gilead Sciences, Inc.

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September 27 - Dividend Stocks, Hedge Funds, News

Gilead or Johnson & Johnson: Is Faster Growth Better than Greater Diversification?

Gilead Sciences, Inc. (NASDAQ:GILD) and Johnson & Johnson (NYSE:JNJ) offer investors two very different versions of pharmaceutical growth.

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September 27 - Hedge Funds, News

Shift4 Payments (FOUR): A Stock Priced for Trouble, a Business Still Compounding Underneath

Back in August, Shift4 Payments, Inc.

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September 27 - Hedge Funds, News

Gilead’s HIV Concentration or Pfizer’s Patent Cliff: Which Risk is Easier to Own?

Pfizer Inc. (NYSE:PFE) and Gilead Sciences, Inc. (NASDAQ:GILD) present investors with two very different forms of concentration risk.

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September 27 - Hedge Funds, News

easyJet Faces a $72 Million Lawsuit Over Six Airbus Jets. Should Investors be Concerned?

A decision easyJet (LON:EZJ) made in the weeks after Russia’s invasion of Ukraine has resurfaced more than four years later as a $72 million legal dispute.

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September 27 - Hedge Funds, News

Pfizer vs. Medtronic: Which Healthcare Turnaround is More Convincing?

Pfizer Inc.

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September 27 - Hedge Funds, News

Pfizer vs. Thermo Fisher: Which Healthcare Turnaround has More Upside?

Pfizer Inc. (NYSE:PFE) and Thermo Fisher Scientific Inc.

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September 27 - Hedge Funds, News

WBD’s $110 Billion Deal is Closer to Closing. What Does It Mean for WBD and PSKY?

Warner Bros. Discovery, Inc. (NASDAQ:WBD) shareholders just got one of the biggest pieces of good news since Paramount Skydance (NASDAQ:PSKY) agreed to buy the company.

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September 27 - Hedge Funds, News

Apple Faces a Deeper iPhone Probe in India. Could its Software Warranty Become the Bigger Issue?

Apple Inc. (NASDAQ:AAPL) is facing another regulatory headache in India, but this one isn't centered on the App Store or competition.

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September 27 - Hedge Funds, News

Comcast and Paramount May Pull the Plug on SkyShowtime. Is Europe’s Streaming Market Getting Too Tough?

SkyShowtime was supposed to give Comcast Corporation (NASDAQ:CMCSA) and Paramount Skydance Corporation (NASDAQ:PSKY) a more efficient route into European streaming.

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September 27 - Hedge Funds, News

Musk’s X Corp and SpaceXAI Drop Apple From AI Antitrust Fight. Is One Legal Headache Gone for the iPhone Maker?

Apple Inc. (NASDAQ:AAPL) has one less AI battle to fight.

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September 27 - Hedge Funds, News

Why is Intel Corporation (INTC) up over 33%? Is the Rally Sustainable?

Intel Corporation (NASDAQ:INTC) is benefiting from renewed investor optimism surrounding its CPU business as surging artificial intelligence demand drives greater demand for computing...

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September 27 - Hedge Funds, News

Is Gemini 4 the Catalyst Alphabet (GOOGL) Needs to Win the AI Race?

Alphabet Inc. (NASDAQ:GOOGL) is approaching another important milestone in its artificial intelligence push.

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September 27 - Hedge Funds, News

Is Synopsys (SNPS) a Breakout Play as Headwinds Subside and BNP Paribas Upgrades?

Is the tide slowly turning for Synopsys, Inc.

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September 27 - Hedge Funds, News

Meta (META) Loses a New Mexico Jury Verdict Over Facebook Data Practices

Meta Platforms, Inc. (NASDAQ:META) lost a civil jury verdict in Santa Fe on September 25.

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September 27 - Hedge Funds, News

Is McDonald’s (MCD) Moat Narrowing as GLP-1 Drugs Reshape Menus?

McDonald's Corporation (NYSE:MCD) has lost about 22% of its value over the past twelve months while the wider market rose. Nothing obvious broke.

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September 27 - Hedge Funds, News

Novo’s Pipeline Strategy Takes Another Step Forward

Novo Nordisk A/S (NYSE:NVO) has signed a drug-discovery and licensing agreement with Orbis Medicines worth up to $1.4 billion to develop oral therapies for cardiometabolic diseases...

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September 27 - Hedge Funds, News

Aurora Innovation’s Road to Profitability Runs Through Fleet Expansion

Aurora Innovation, Inc. (NASDAQ:AUR) is trying to move from autonomous-truck commercialization toward profitability by rapidly expanding its driverless fleet.

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September 27 - Hedge Funds, News

Goldman Sachs Looks to Deepen its Footprint in Credit

The Goldman Sachs Group, Inc.

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September 27 - Hedge Funds, News

Why Amgen’s Pipeline Just Got More Interesting

Amgen Inc. (NASDAQ:AMGN)'s experimental drug dazodalibep met the main goal of a late-stage trial for Sjögren’s disease.

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September 27 - Hedge Funds, News

The AI Security Opportunity Emerging for Palo Alto Networks

Palo Alto Networks, Inc.

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September 27 - Hedge Funds, News

Target’s Dividend Has Room to Grow, But Capital Spending Matters

Target Corporation (NYSE:TGT) has declared a regular quarterly dividend of $1.16 per share, payable on December 1 to shareholders of record as of November 11.

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September 27 - Dividend Stocks, Hedge Funds, News

Lockheed Martin (LMT) Gets Another Boost from the Long-Range Missile Push

Lockheed Martin Corporation (NYSE:LMT) has secured a U.S.

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September 27 - Hedge Funds, News

AI Could Give AbbVie (ABBV) a New Route to Long-Term Pipeline Growth

AbbVie Inc.

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September 27 - Hedge Funds, News

Pfizer (PFE) Balances Global Pricing Opportunity with New Revenue Sharing

Pfizer Inc. (NYSE:PFE) has agreed to share a portion of the incremental net revenue it generates from higher drug prices overseas with the U.S.

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September 27 - Hedge Funds, News

Citigroup (C) Lines Up a $3 Billion Banamex IPO for January

Citigroup Inc.

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September 27 - Hedge Funds, News

A New Wave of Senior Patients Could Extend Lilly’s GLP-1 Growth Story

Eli Lilly and Company (NYSE:LLY) CEO David Ricks said that about 700,000 new seniors have started GLP-1 treatment since Medicare began covering obesity drugs in July, with roughly...

Keep Reading →

September 27 - Hedge Funds, News

Lilly’s Oral GLP-1 Push Gains Momentum. Can Foundayo Become its Next Growth Engine?

Eli Lilly and Company (NYSE:LLY)'s CEO David Ricks told CNBC that Foundayo now accounts for roughly one-third of new patients starting an oral GLP-1, with Lilly’s share of the...

Keep Reading →

September 27 - Hedge Funds, News

AMD’s $1 Trillion Valuation Raises the Bar for its AI Ambitions

Advanced Micro Devices, Inc.

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September 27 - Hedge Funds, News

Oracle’s AI Expansion Faces a New Test as Data Center Costs Rise

Oracle Corporation (NYSE:ORCL) is facing growing scrutiny over the financing of its AI infrastructure after about $18 billion of loans tied to its Project Jupiter data center ...

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September 27 - Hedge Funds, News

This Underrated Bank Stock Just Raised its Dividend for the 11th Straight Year

Fifth Third Bancorp (NYSE:FITB)'s latest dividend increase gives income investors another reason to look at the stock, but the key question is whether the bank can keep growing...

Keep Reading →

September 27 - Dividend Stocks, Hedge Funds, News

Circle (CRCL) Loses its CFO and a Co-Founder on the Same Day

Circle Internet Group (NYSE:CRCL) disclosed on September 25 that chief financial officer Jeremy Fox-Geen is stepping down after more than five years in the role.

Keep Reading →

September 27 - Hedge Funds, News

Texas Instruments Extends Dividend Growth Streak to 23 Years with 7% Raise

Texas Instruments Incorporated (NASDAQ:TXN) has raised its quarterly dividend by 7% to $1.52 per share from $1.42, bringing the annualized payout to $6.08.

Keep Reading →

September 27 - Hedge Funds, News

Toyota’s $6.4 Billion Factory Bet Could Reshape its Manufacturing Future

Toyota Motor Corporation (NYSE:TM) estimates that modernizing its factories could require about 1 trillion yen ($6.4 billion) annually from 2028, covering Toyota, group companies...

Keep Reading →

September 27 - Hedge Funds, News

S&P Global Expands into Onchain Finance with OpenZeppelin Deal

S&P Global Inc. (NYSE:SPGI) has agreed to acquire OpenZeppelin, a provider of smart-contract security infrastructure for onchain finance.

Keep Reading →

September 27 - Hedge Funds, News

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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