Sonida Senior Living (SNDA) Poised for Strong Performance Over the Next Several Years
Minot Light Capital Partners, an investment management company, released its Q2 2026 investment letter. A copy of the letter can be downloaded here.
Insider Monkey Blog
Host Digital Debuts on NYSE American as HOST and Exercises its Right to Acquire a Second Site from its Sponsor for its AI Data Center Platform
NEW YORK, NY, September 22nd, 2026, FinanceWire Site II would add approximately $391 million in base-term contracted revenue to previously announced base-term contracted revenue...
Minot Light’s Bullish Stance on Rockwell Medical (RMTI)
Minot Light Capital Partners, an investment management company, released its Q2 2026 investment letter. A copy of the letter can be downloaded here.
STARTRADER Expands Its Chinese Equity CFD Range with CXMT and Unitree Robotics
Port Louis, Mauritius, September 22nd, 2026, FinanceWire Available from September 21, 2026, the two new 24/7 CFD instruments reference a DRAM memory chip manufacturer and a humanoid...
Minot Light Capital Appreciation Fund’s Q2 2026 Investor Letter
Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund” Q2 2026 Investor Letter.
Self-Storage Could Be Entering a New Growth Cycle — Baron Capital Re-Initiated Public Storage (PSA)
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
What Makes Prologis (PLD) a Strong Investment?
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Equinix (EQIX) Positions to Benefit from Exponential Data Growth and Early-Stage Enterprise AI
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Apple May Return to Servers With Its Own AI Chips. Nvidia Could Still Get Paid
Apple may be preparing to sell AI servers again, but the more surprising part of the reported plan is whose technology could help connect them.
Xpeng’s Tech-Licensing Expansion Meets a Core Auto Business Still Losing Money
Xpeng Inc. (NYSE:XPEV) is looking to expand its technology partnership with Volkswagen by pursuing similar deals with other automakers.
3M’s CEO Says the Turnaround Is Ahead of Schedule, But PFAS Litigation Keeps Resurfacing
3M Company (NYSE:MMM) CEO William Brown has told investors that the company’s operational turnaround is progressing ahead of its own targets.
Multifamily REITs Are Finally Showing Signs of Recovery — Why Baron Increased UDR (UDR)
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Jim Cramer Praises OKTA for Tackling AI Security Threats
During the September 18 episode of CNBC's Mad Money, Jim Cramer highlighted Okta, Inc. (NASDAQ:OKTA) after speaking with technology leaders in Silicon Valley.
Netskope (NTSK): Eight Analysts Raised Targets on the AI Security Opportunity, But the Cash Burn Is Real
On September 2, 2026, Netskope, Inc. (NASDAQ:NTSK) reported second-quarter fiscal 2027 results.
Favorable Supply/Demand Backdrop Positions Essex Property Trust (ESS) For Growth
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
VS&Co (VSXY): Wall Street Debates Whether the Turnaround Is Already Priced In
On September 3, 2026, Victorias Secret & Co. (NYSE:VSXY) reported second-quarter results for the period ended August 1, 2026.
MiniMed (MMED): Nine Analysts Raised Targets, But Cash Flow Still Has a Catch
On September 1, 2026, MiniMed Group, Inc. (NASDAQ:MMED) reported first-quarter fiscal 2027 results for the period ended July 31, 2026.
Jim Cramer Prefers Brinker (EAT) Over Darden (DRI) Ahead of Earnings
During his game plan for the week, Jim Cramer said he prefers Brinker International, Inc. (NYSE:EAT) over Darden Restaurants, Inc.
Samsara (IOT): 12 Analysts Raised Price Targets, But Some Still Want a Better Entry Point
On September 3, 2026, Samsara Inc. (NYSE:IOT) reported second-quarter fiscal 2027 results.
Credo Technology (CRDO) Just Cleared a Key PCIe 6.0 Milestone. What Comes Next?
Credo Technology Group Holding Ltd (NASDAQ:CRDO) has its Toucan Gen6x16 PCI Express (PCIe) retimer now officially added to the PCI-SIG Integrators List.
How Does This F-35A Rollout Strengthen NATO Deterrence for Lockheed Martin (LMT)
Germany's first F-35A Lightning II marks a major milestone for Lockheed Martin Corp.
Intuitive Machines (LUNR) Just Opened a New Market for Its IM 300 Platform. How Big Is the Opportunity?
On September 1, Intuitive Machines Inc. (NASDAQ:LUNR) was awarded a contract to develop two IM 300 series satellite platforms for an undisclosed customer.
BWX Technologies (BWXT) Wins $4 Million Y-12 Design Contract. Could Construction Follow?
Earlier this month, BWX Technologies Inc.
Roivant (ROIV): $9 Billion Sales Potential Faces a Commercialization Test
Roivant Sciences Ltd. (NASDAQ:ROIV) may be entering the most important phase of its business, as its pipeline begins to move from clinical development to commercialization.
FDA Approves Fayuvi. What Does It Mean for Ultragenyx (RARE)’s 2027 Profitability Target?
Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) just added another commercial product to its portfolio.
Twist Bioscience (TWST) Expands AI Drug Discovery Exposure With Lilly TuneLab Partnership
Twist Bioscience Corporation (NASDAQ:TWST) is on the cusp of gaining significant exposure to the rapidly evolving artificial intelligence (AI)-driven drug discovery ecosystem.
Stellantis (STLA) Reportedly Eyes $1.16 Billion France Van Investment
Stellantis N.V. (NYSE:STLA) is stepping up investments in its European manufacturing operations even as it targets €6 billion in annual savings by 2028.
Warren Buffett Just Stepped Down. These 2 AI Stocks Still Define Berkshire’s Portfolio
Warren Buffett formally stepped down as Berkshire Hathaway’s chairman on September 18, ending more than five decades in the job and handing the nonexecutive chairmanship to ...
Nucor (NUE)’s Stronger Steel Prices Fail to Offset Rising Costs in Q3 Outlook
Nucor Corporation (NYSE:NUE) came under pressure after issuing third-quarter earnings guidance that fell short of Wall Street expectations.
American Financial Group (AFG) Closes Marina Sale, Expects $125M Gain
On August 31, American Financial Group (NYSE:AFG) announced it had closed the sale of Charleston Harbor Resort & Marina, a property it had agreed to offload back in April.
QXO (QXO) Bets Its Building Products Roll-Up On A Proven Operator
On August 24, QXO (NYSE:QXO) announced that Ken West will become its President and Chief Operating Officer effective September 1, taking over day-to-day operations and reporting...
Corcept’s (CORT) Cancer Drug Just Cleared Europe’s Toughest Hurdle
On September 18, Corcept Therapeutics (NASDAQ:CORT) said Europe's drug regulator recommended approval for the cancer therapy that has already earned a spot in US cancer treatment...
A New Patent Just Validated Nextpower’s (NXT) Boldest Growth Bet
On August 20, Nextpower (NASDAQ:NXT) announced that the US Patent and Trademark Office awarded it patent number 12,712,292 for its NX PowerMerge electrical balance of systems ...
Madison Air (MAIR) Bets Big With A $2.25B Stock Sale
On August 25, Madison Air Solutions Corporation (NYSE:MAIR) said it would sell roughly $2.25 billion of new stock to a group of investors that includes its own chairman.
Graco (GGG) Bets Big On Adhesives While Wall Street Trims Positions
On August 31, Graco Inc.
Lennox (LII) Trains An Army Of Technicians While Housing Lags
On September 3, Lennox International (NYSE:LII) opened a new training center in Fort Lauderdale, Florida, built to tackle one of commercial HVAC's biggest problems: not enough...
TTM Technologies (TTMI) Piles On Debt To Chase Growth
On September 10, TTM Technologies (NASDAQ:TTMI) priced $500 million in senior notes due 2034, carrying a 6.750% coupon.
SEI’s (SEIC) AI Expansion Lands Amid A Split Earnings Picture
On August 12, SEI Investments (NASDAQ:SEIC) announced a partnership with Zocks, an AI assistant built for financial advisors, adding another name to the ecosystem of tools it ...
Halozyme (HALO) Just Made A $1.3B Bet On Itself
On September 17, Halozyme (NASDAQ:HALO) priced $1.3 billion of convertible senior notes due 2033, an offering that grew from an originally planned $1.05 billion as demand came...
Watsco (WSO) Bets $500M On Plumbing’s Next Frontier
On September 14, Watsco (NYSE:WSO) agreed to acquire The Granite Group, a plumbing and HVAC distributor generating roughly $500 million in annual sales across seven Northeast ...
UL Solutions (ULS) Turns Retail Data Into Its Next Growth Bet
On August 24, UL Solutions (NYSE:ULS) launched Retail Total Access, a software platform built to give retailers a single, unified view of the testing, inspection, and audit data...
Charles River’s (CRL) Vaccine Push Meets A Bumpy Quarter
On August 20, Charles River Laboratories (NYSE:CRL) announced a collaboration with Medigen Vaccine Biologics Corp/MVC to apply next-generation sequencing to MVC's new multivalent...
Charles River’s (CRL) New Automation Push Meets Old Margin Problems
On September 8, Charles River Laboratories (NYSE:CRL) said its newly automated cartridge manufacturing suite for Endosafe endotoxin testing had reached full operational capacity...
Amazon (AMZN) Bets Higher Pay Can Support its Next Phase of Growth
Amazon.com, Inc. (NASDAQ:AMZN) is raising the minimum starting wage for eligible full-time U.S. core operations workers by $1 to $20 an hour, effective September 27.
McDonald’s Becomes a Dividend King: What its 50-Year Streak Means for Income Investors
McDonald's Corporation (NYSE:MCD) reaching 50 consecutive years of dividend increases is a meaningful milestone.
Ingredion’s Latest Move Offers Income Investors Something to Consider
Ingredion Incorporated (NYSE:INGR) increased its quarterly dividend to $0.83 per share, up from $0.82, marking the 12th consecutive year in which the company has raised its quarterly...
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