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.
Insider Monkey Blog
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...
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.
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.
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).
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.
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...
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.
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...
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.
Italy’s Labor Dispute Added a Twist to Apple (AAPL)’s iPhone Launch
On September 18, 2026, Reuters reported that Apple Inc.
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.
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.
Disney (DIS) Names its First Technology Chief. Can AI Investment Deliver Returns?
On September 18, 2026, Reuters reported that The Walt Disney Company (NYSE:DIS) named Karandeep Anand, the outgoing CEO of generative AI chatbot service Character.AI, as its first...
Boeing (BA) Discusses More Starliner Missions. Can it Make the Program Pay?
On September 18, 2026, the Wall Street Journal reported that NASA is in talks with The Boeing Company (NYSE:BA) to use the Starliner spacecraft for 10 or more new missions to ...
Gold Is High, So Why Did Kinross (KGC) Just Fall 12%?
Kinross Gold Corporation (NYSE:KGC) is one of the world's larger gold miners. The company has mines across the Americas and West Africa.
SpaceX (SPCX) Wins $946 Million More from NASA. What Comes after the Space Station?
On September 18, 2026, Reuters reported that NASA awarded Space Exploration Technologies Corp.
Paramount (PSKY) Settles Challenges to its Warner Deal. Will Film Quotas and Debt Weigh on Returns?
On September 18, 2026, Reuters reported that Paramount Skydance Corporation (NASDAQ:PSKY) and several states are negotiating settlement terms regarding its proposed $110 billion...
Gildan (GIL) Has Halved Since Buying HanesBrands. Bargain or Broken Deal?
Gildan Activewear Inc. (NYSE:GIL) is the largest manufacturer of basic blank activewear.
Tesla (TSLA), Ford (F), and GM (GM) Face a Weaker EV Market. Who Can Protect Profits?
On September 16, 2026, Reuters published an investigation showing that Trump administration policies, chiefly the elimination of the $7,500 federal EV tax credit, have derailed...
Berkshire (BRK-B) Enters a New Era with Billions Still on the Sidelines
On September 18, 2026, Reuters reported that Warren Buffett stepped down as chairman of Berkshire Hathaway Inc. (NYSE:BRK-B), becoming chairman emeritus effective immediately.
Gen Digital (GEN) Wants to Buy GoDaddy. So Why Did Its Own Stock Crash 12%?
Gen Digital Inc. (NASDAQ:GEN) offers consumer cyber-safety software that protects home computers and personal identities.
Accenture (ACN) Joins Anthropic’s AI Safety Effort. Can it Turn Evaluation into Profits?
On September 18, 2026, CNBC reported that Anthropic selected Accenture plc (NYSE:ACN) as its first embedded evaluator.
JetBlue (JBLU) Raises its Revenue Forecast, but Costs are Climbing Just as Fast
On September 10, 2026, Reuters reported that JetBlue Airways Corporation (NASDAQ:JBLU) raised its third-quarter revenue per available seat mile forecast to 17% to 20% year-over...
A Top Novartis (NVS) Shareholder Says ‘The Party is Over’ for its Dealmaking Team
On September 10, 2026, Reuters reported that Artisan Partners, among Novartis AG (NYSE:NVS)' 20 largest shareholders, publicly called for a shake-up of the Swiss drugmaker's board...
Let’s Take a Closer Look at Amazon’s (AMZN) Debt-Fueled AI Buildout
Amazon.com Inc. (NASDAQ:AMZN) remains committed toward scaling up its cloud computing, logistics, artificial intelligence, and advanced manufacturing capabilities.
Navan (NAVN) Raises its Outlook Again as Corporate Travel Keeps Booming
On September 9, 2026, Reuters reported that corporate travel and expense platform Navan, Inc.
Azure’s Inflection Point: Can Microsoft (MSFT) Balance AI Growth With Capex Risk?
Microsoft Corporation (NASDAQ:MSFT) has lagged the broader market amid growing concerns about ballooning capital expenditure.
Netflix (NFLX)’s YouTube Problem Is Becoming Harder to Dismiss
All is not well for Netflix, Inc. (NASDAQ:NFLX), and things might get worse.
Commercial AI Momentum Meets Valuation Risk: What Comes Next for Palantir (PLTR)?
Palantir Technologies Inc.
Here’s How CrowdStrike (CRWD) is Betting on AI Agent Security to Drive Future Growth
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is increasingly viewing artificial intelligence as an opportunity rather than a threat to its software business.
What Growth Assumptions Are Baked Into PG&E Corporation (PCG)’s Valuation?
PG&E Corporation (NYSE:PCG) remains exposed to significant wildfire-related liabilities in California, as lawmakers have failed to reach consensus on reforms that would reduce...
On Holding (ONON) Gets Strong Wall Street Support With Ambitious 2029 Targets
On Holding AG (NYSE:ONON) is drawing attention from Wall Street. On September 23, UBS reiterated its Buy rating on the stock with a price target of $73.
How is Nike (NKE) Positioned to Overcome Persistent Headwinds to Support a Turnaround
NIKE Inc.’s (NYSE:NKE) turnaround strategy will remain in focus as the company approaches its Q1 FY27 results, scheduled to be announced on October 1.
Chevron (CVX) Plans a Major Exploration Push: What Investors Need to Know
Chevron Corporation (NYSE:CVX) is significantly increasing its oil and gas exploration activity next year as it looks to improve the performance of its exploration business and...
Vicor (VICR) Stock Is Rallying on Royalties. History Says Be Careful
Vicor Corporation (NASDAQ:VICR) just delivered one of its sharpest guidance increases in years, doubling its expected sequential revenue growth on the back of new patent-licensing...
Palo Alto Networks (PANW): Can Platformization Keep Driving Growth?
Palo Alto Networks, Inc. (NASDAQ:PANW) is positioning itself to capture a larger share of customers’ security budgets.
SAP SE (SAP): Can AI Deepen Its Enterprise Moat Without Hurting Margins?
SAP SE (NYSE:SAP) was one of the software-as-a-service stocks caught up in the February SaaSpocalypse selloff, which wiped out almost $300 billion from U.S.
HubSpot’s AI Adoption Is Rising. Can It Turn Usage Into Revenue Growth?
HubSpot, Inc. (NYSE:HUBS) received a boost last week (September 16) after UBS raised its price target on the stock to $290 from $250 while maintaining a Buy rating.
SpaceX’s Falcon 9 Wind Down: Rocket Lab Is Set To Gain, Here’s How
Space Exploration Technologies Corp.
UiPath (PATH) Gets Two Price Target Cuts: Is the Growth Story at Risk?
On September 22, UBS cut its price target on UiPath, Inc. (NYSE:PATH) from $19 to $15 and kept its Neutral rating on the stock.
Palantir vs. Snowflake: Which Enterprise AI Stock Better Justifies Its Valuation?
Palantir Technologies Inc. (NASDAQ:PLTR) and Snowflake Inc. (NYSE:SNOW) are two of the most expensive ways to bet on enterprise AI.
Evercore ISI’s Bullish iPhone Survey Faces a Reality Check From Pre-Order Data
Evercore ISI's annual consumer survey points to the strongest iPhone upgrade intent in years, with pricing power appearing to be even stronger than unit volume.
Shopify’s Tailwind Acquisition Feeds the Agentic Commerce Story, But the Market Is Already Nervous About the Bill
Shopify Inc. (NASDAQ:SHOP) is bringing Tailwind Labs into its platform through an acquisition of the widely used open-source design tool.
Higher Lithium Prices Strengthen J.P. Morgan’s Case, But Execution Still Matters
J.P. Morgan has taken a notably more constructive stance on Lithium Americas Corp. (NYSE:LAC) and upgraded the stock.
Is It Time to Grab a Table at Cracker Barrel (CBRL)?
Cracker Barrel Old Country Store (NASDAQ:CBRL) presents an intriguing equity thesis: a value turnaround play where robust cash generation and balance sheet deleveraging balance...
Worthington Enterprises (WOR): Could A Handful Of Steel Tanks Redefine This Industrial Stock?
Worthington Enterprises (NYSE:WOR) presents a classic compounder thesis anchored by pristine balance sheet health, an exceptionally high trailing 12-month free cash flow conversion...
Is KB Home’s (KBH) Model Built to Last or Built to Break?
Historically, homebuilders that maintain steady multi-year revenue expansion, robust operating cash flow generation, and disciplined free cash flow conversion tend to weather ...
Accelerating AI Data Center Infrastructure Demand Drives Credo Technology (CRDO)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
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