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Insider Monkey Blog

Shell (SHEL) is Eyeing a Massive LNG Expansion in Canada: Could this Be its Next Big Move?

A Reuters report on September 17 revealed that Shell plc (NYSE:SHEL) and its partners in the LNG Canada export project could reach a final investment decision ​on its Phase ...

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September 26 - Hedge Funds, News

TotalEnergies (TTE) Eyes a Bigger $16 Billion Bet on Iraq: Could this Unlock More Growth?

A Reuters report on September 14 indicated that TotalEnergies SE (NYSE:TTE) and Iraq’s government have agreed to discussions ‌on energy projects in the country.

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September 26 - Hedge Funds, News

Are Investors Too Worried About Netflix’s (NFLX) Growth?

Netflix, Inc. (NASDAQ:NFLX) has spent much of 2026 under pressure as investors are beginning to wonder whether the company's growth will slow.

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September 26 - Hedge Funds, News

Vitesse Energy (VTS) Acquires Chevron-Backed Assets in $26 Million Deal. Can it Drive Further Growth?

Vitesse Energy, Inc.

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September 26 - Hedge Funds, News

Celanese (CE) Announces Chemical Price Increases. Can Margins Improve?

Celanese Corporation (NYSE:CE) announced price increases across four acetyl products on September 21, effective immediately or as contracts and other commitments permit.

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September 26 - Hedge Funds, News

Visa (V): Is Its Economic Moat Strong Enough to Last?

Visa Inc. (NYSE:V) is one of the world's most recognizable brands. But its real advantage is much harder to replicate: its network effect.

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September 26 - Hedge Funds, News

Clearwater Paper (CLW) Refinances Debt Through 2031. Does More Time Mean a Stronger Balance Sheet?

Clearwater Paper Corporation (NYSE:CLW) disclosed in a September 21 filing that it signed a new credit agreement on September 18.

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September 26 - Hedge Funds, News

Old Dominion (ODFL) Announces a Rate Increase. Can it Keep Customers?

Old Dominion Freight Line, Inc. (NASDAQ:ODFL) announced on September 21 a 4.9% general rate increase effective October 5, 2026.

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September 26 - Hedge Funds, News

Can Caterpillar (CAT) Keep Growing as Construction Slows? AI May Hold the Key

Caterpillar Inc. (NYSE:CAT) has delivered strong growth this year, and that is reflected in the stock, which has jumped by 37% year-to-date.

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September 26 - Hedge Funds, News

BrightSpire Capital (BRSP) Prices $960 Million Financing Deal. Can Lending Returns Improve?

BrightSpire Capital, Inc.

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September 26 - Hedge Funds, News

ABIVAX (ABVX) Uses More Cash. Can its Funding Cover a Potential Launch?

ABIVAX Société Anonyme (NASDAQ:ABVX) reported first-half 2026 operating cash use of €102.5 million on September 21, up from €66.6 million a year earlier.

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September 26 - Hedge Funds, News

Alkermes (ALKS) Reports Early ADHD Drug Results. Can a Larger Trial Show it Works?

Alkermes plc (NASDAQ:ALKS) reported on September 21 that adults receiving the investigational oral drug ALKS 7290 showed improved symptoms of attention-deficit hyperactivity disorder...

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September 25 - Hedge Funds, News

Bio-Techne (TECH) Shareholders Approve the Merck KGaA Takeover and Reject the Pay Package

Bio-Techne Corporation (NASDAQ:TECH) shareholders voted on September 23 to approve the company's acquisition by Merck KGaA of Darmstadt, Germany.

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September 25 - Hedge Funds, News

TC Energy (TRP) Signs Pipeline Sale. Can Reinvestment Replace Cash Flow?

TC Energy Corporation (NYSE:TRP) announced on September 21 that it agreed to sell Energía Occidente de México, which owns the Guadalajara-Manzanillo pipeline, to affiliates ...

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September 25 - Hedge Funds, News

Elemental Royalty (ELE) Signs $290M Deal. Will Added Cash Flow Justify the Cost?

Elemental Royalty Corporation (NASDAQ:ELE) announced definitive agreements on September 21 to acquire five streams and royalties from Orion-managed funds for US$290 million.

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September 25 - Hedge Funds, News

Duke Energy (DUK) Hits a 52-Week Low as the 30-Year Treasury Reaches a 2004 High

Duke Energy Corporation (NYSE:DUK) closed at $113.23 on September 24, within a few cents of its lowest level in a year. Nothing went wrong at the company.

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September 25 - Hedge Funds, News

Cue Biopharma (CUE) Reports Hives Drug Results. Can Longer Relief Set it Apart?

Cue Biopharma, Inc. (NASDAQ:CUE) reported positive Phase 2 results for CUE-221 on September 20.

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September 25 - Hedge Funds, News

Costco (COST) vs Walmart (WMT): Which is a Better Stock to Buy?

Costco Wholesale Corporation (NASDAQ:COST) reported fourth-quarter results on September 24. Earnings came in at $6.75 a share against a consensus near $6.55.

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September 25 - Hedge Funds, News

AnaptysBio (ANAB) Reports a Tax-Driven Profit. When Will Royalties Fund Shareholder Returns?

AnaptysBio, Inc. (NASDAQ:ANAB) reported $176.4 million of income from continuing operations for the six months ended June 30 in results released September 21.

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September 25 - Hedge Funds, News

Innventure (INV) Targets Cost Cuts. Can its Data-Center Cooling Bet Ease Cash Pressure?

Innventure, Inc. (NASDAQ:INV) announced on September 21 that it is concentrating on Accelsius while reducing parent-company expenses.

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September 25 - Hedge Funds, News

Enphase (ENPH) Wins 80 Utility Approvals. Can Easier Installation Boost Battery Sales?

Enphase Energy, Inc.

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September 25 - Hedge Funds, News

Reddit (RDDT) vs Snap (SNAP): Which is a Better Stock to Buy?

Reddit, Inc. (NYSE:RDDT) and Snap Inc. (NYSE:SNAP) are both selling advertising against an audience that did not exist twenty years ago, and both have been punished this year.

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September 25 - Hedge Funds, News

Woodward (WWD) Plans a Factory Move and Asset Sale. Can Aerospace Profits Improve?

Woodward, Inc.

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September 25 - Hedge Funds, News

Oracle (ORCL) Says Ellison Canceled a Plan to Sell Up to $7.5 Billion in Shares. Does it Change the Investment Case?

On September 12, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) co-founder and executive chairman Larry Ellison canceled a plan to sell up to 50 million Oracle shares...

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September 25 - Hedge Funds, News

Tesla (TSLA) Sets an October 1 Roadster Unveiling. Can the Long-Delayed Car Restore Confidence?

On September 13, 2026, Reuters reported that Tesla, Inc.

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September 25 - Hedge Funds, News

What is Charles Schwab’s (SCHW) Economic Moat, and is it Widening or Narrowing?

The Charles Schwab Corporation (NYSE:SCHW) closed at $99.49 on September 24, well below the $114 it reached earlier in the year.

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September 25 - Hedge Funds, News

Tesla (TSLA) Gains U.S. EV Share as its Sales Fall. Can it Protect Automotive Margins?

On September 12, 2026, the Wall Street Journal reported that Tesla, Inc. (NASDAQ:TSLA)'s share of the U.S.

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September 25 - Hedge Funds, News

What is Salesforce’s (CRM) Economic Moat, and is it Widening or Narrowing?

Salesforce, Inc. (NYSE:CRM) closed at $238.22 on September 24. The company is worth about $195.53 billion and trades near twenty-one times earnings.

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September 25 - Hedge Funds, News

Boeing (BA) Reaches a Tentative Deal with Engineers. Will Higher Pay Help it Avoid a Strike?

On September 11, 2026, Reuters reported that The Boeing Company (NYSE:BA) and the Society of Professional Engineering Employees in Aerospace reached a tentative four-year contract...

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September 25 - Hedge Funds, News

Pfizer (PFE) Targets Air Traffic Fees Over Unpaid Vaccines. Can it Turn a Court Win Into Cash?

On September 13, 2026, the Wall Street Journal reported that Pfizer Inc.

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September 25 - Hedge Funds, News

Apple (AAPL) Plans a Health App Overhaul. Can Better Insights Boost Device Sales?

On September 9, 2026, the Wall Street Journal reported that Apple Inc. (NASDAQ:AAPL) is undertaking a major overhaul of its Health app and Apple Watch strategy.

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September 25 - Hedge Funds, News

HSBC Upgrades Dollar General (DG) and Lifts its Target to $160

Dollar General Corporation (NYSE:DG) was upgraded from Hold to Buy at HSBC on September 24. Analyst Daniela Bretthauer raised her price target to $160 from $125.

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September 25 - Hedge Funds, News

Alphabet (GOOGL) Faces Gemini Security Questions. Could AI Agents Raise its Risks?

On September 18, 2026, Reuters reported that Alphabet Inc.

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September 25 - Hedge Funds, News

Yum! Brands (YUM) vs Restaurant Brands International (QSR): Which is a Better Stock to Buy?

Yum! Brands, Inc. (NYSE:YUM) owns KFC and Taco Bell. Restaurant Brands International Inc. (NYSE:QSR) owns Burger King, Popeyes, and Tim Hortons.

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September 25 - Hedge Funds, News

Novartis (NVS) and Bristol Myers (BMY) Pause Autoimmune CAR-T Studies. Can Their Programs Recover?

On September 1, 2026, the Wall Street Journal first reported that Novartis AG (NYSE:NVS) paused eight clinical trials of its experimental CAR-T cell therapy rap-cel in autoimmune...

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September 25 - Hedge Funds, News

Apple (AAPL) Took a Different Pricing Approach with its New iPhones in China

On September 10, 2026, CNBC reported that Apple Inc.

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September 25 - Hedge Funds, News

Equifax (EFX) Hits a 52-Week Low. The Shares Are Down 42% From Their High

Equifax Inc. (NYSE:EFX) fell 4.20% on September 24 to close at $148.80, its lowest point in a year. The shares have lost roughly 42% of their value from last year's high.

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September 25 - Hedge Funds, News

Wendy’s (WEN) Hit by Franchisee Troubles Amid Takeover Interest

On September 18, 2026, CNBC reported that Meritage Hospitality Group, one of The Wendy's Company (NASDAQ:WEN) largest U.S.

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September 25 - Hedge Funds, News

Starbucks (SBUX) Settles Florida DEI Case for $1 Million. Will Nationwide Terms Matter?

On September 17, 2026, Reuters reported that Starbucks Corporation (NASDAQ:SBUX) agreed to settle a discrimination lawsuit filed by the state of Florida, pledging not to use race...

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September 25 - Hedge Funds, News

Akamai (AKAM) Lands an $11.6 Billion Anthropic Deal

Akamai Technologies, Inc. (NASDAQ:AKAM) said on September 24 that it has signed an $11.6 billion agreement with Anthropic, running for seven years.

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September 25 - Hedge Funds, News

Apple (AAPL) Eyes an Apple Pay Launch in India. How Much can it Grow Without UPI?

On September 18, 2026, Reuters reported that Apple Inc.

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September 25 - Hedge Funds, News

Qualcomm (QCOM) Renews its Global Patent License With Apple (AAPL)

QUALCOMM Incorporated (NASDAQ:QCOM) said on September 24 that it has renewed its global patent license agreement with Apple Inc. (NASDAQ:AAPL).

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September 25 - Hedge Funds, News

Alphabet (GOOGL) Plans Waymo’s Singapore Launch for 2028. Can Robotaxis Scale Abroad?

On September 18, 2026, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL)'s Waymo will launch an autonomous, all-electric ride-hailing service in Singapore by 2028.

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September 25 - Hedge Funds, News

Lockheed Martin (LMT) Gets First Patriot Parts From GM (GM). Can it Scale Missile Output?

On September 17, 2026, Reuters reported that Lockheed Martin Corporation (NYSE:LMT) received its first shipment of critical housing components for Patriot PAC-3 MSE interceptors...

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September 25 - Hedge Funds, News

SK Hynix (SKHY) Weighs a U.S. NAND Plant. Would Lower China Risk Justify the Cost?

On September 18, 2026, Reuters reported that SK hynix Inc.

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September 25 - Hedge Funds, News

MP Materials (MP) Faces a Disputed China Shareholder Report. Does the 3% Stake Matter?

On September 18, 2026, Reuters reported that state-owned China Rare Earth Group is in talks to acquire Shenghe Resources, which holds a roughly 3% stake in US rare earths company...

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September 25 - Hedge Funds, News

Can AI Really Disrupt Pest Control? Wall Street Thinks So, and Rollins (ROL) Just Hit New Lows

Rollins, Inc. (NYSE:ROL) is among the biggest pest-control companies in the U.S. On September 24, 2026, the stock fell 6.4% to $30.40.

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September 25 - Hedge Funds, News

Italy’s Labor Dispute Added a Twist to Apple (AAPL)’s iPhone Launch

On September 18, 2026, Reuters reported that Apple Inc.

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September 25 - Hedge Funds, News

Mbappé Leaves Nike (NKE) for On (ONON). Can On Turn Star Power into Soccer Sales?

On September 18, 2026, Reuters reported that French soccer star Kylian Mbappe ended a two-decade partnership with NIKE, Inc.

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September 25 - Hedge Funds, News

First Solar (FSLR) Keeps Hitting New Lows While Wall Street Says Buy. Who’s Right?

First Solar, Inc. (NASDAQ:FSLR) is among the largest US-based solar panel makers. The company is known for a homegrown technology meant to differ from Chinese peers.

Keep Reading →

September 25 - Hedge Funds, News

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