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Insider Monkey Blog

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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September 21 - Dividend Stocks, Hedge Funds, News

Union Pacific (UNP) Sees Truck-to-Rail Shift as Diesel Prices Surge

Union Pacific Corporation (NYSE:UNP)'s management said rising diesel prices are beginning to push freight from trucks toward rail, as shippers look for more fuel-efficient transportation...

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September 21 - Hedge Funds, News

National Fuel’s Dividend Record Remains Strong as Energy Markets Shift

National Fuel Gas Company (NYSE:NFG) has declared a quarterly dividend of $0.555 per share, payable on October 15 to shareholders of record as of September 30.

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September 21 - Dividend Stocks, Hedge Funds, News

JPMorgan Raises its Dividend: A Look at Yield, Capital, and Shareholder Returns

JPMorgan Chase & Co.

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September 21 - Dividend Stocks, Hedge Funds, News

Intuitive Machines (LUNR) Rockets Higher as Analyst Bets on 100% Upside

Intuitive Machines (NASDAQ:LUNR) climbed by 12.93 percent on Monday to close at $15.72 apiece, after an investment firm reiterated its bullish stance on the stock, alongside a...

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September 21 - Market Movers, News

Microsoft’s Higher Dividend Comes with a Modest Yield and Heavy AI Spending

Microsoft Corporation (NASDAQ:MSFT) has raised its quarterly dividend to $0.98 per share from $0.91, an increase of 7 cents, or about 8%.

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September 21 - Dividend Stocks, Hedge Funds, News

Novartis (NVS) Faces Another Pipeline Setback as ALS Drug Fails Mid-Stage Trial

Novartis AG (NYSE:NVS) has discontinued development of VHB937, also known as lifonebart, after the experimental ALS drug failed to meet both its primary and secondary endpoints...

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September 21 - Hedge Funds, News

Novo Nordisk Partners with Anthropic to Bring AI Deeper into Drug Discovery

Novo Nordisk A/S (NYSE:NVO) has partnered with Anthropic to use Claude models and Claude Science in its research and development workflows, with the initial focus on specific ...

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September 21 - Hedge Funds, News

McCormick-Unilever Food Deal Faces UK Competition Review: What it Means for Investors

The UK Competition and Markets Authority (CMA) has opened a Phase 1 investigation into the proposed $65 billion merger between McCormick & Company, Incorporated (NYSE:MKC) and...

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September 21 - Hedge Funds, News

Haleon Turns to Weight-Loss Drug Users for its Next U.S. Growth Opportunity

Haleon plc (NYSE:HLN) is finding a new growth opportunity in the expanding U.S. population using GLP-1 weight-loss drugs such as Wegovy and Zepbound.

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September 21 - Hedge Funds, News

Boeing (BA) Strengthens its Backlog with Korean Air’s 103-Aircraft Commitment

The Boeing Company (NYSE:BA) and Korean Air finalized an order for 103 aircraft worth $36.2 billion at list prices, comprising 20 777-9s, 25 787-10s, 50 737-10s and eight 777-...

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September 21 - Hedge Funds, News

Snap’s Specs Get an Enterprise Boost from Salesforce and Nvidia

Snap Inc. (NYSE:SNAP) is pushing its $2,195 Specs augmented-reality glasses into the enterprise market through partnerships with Salesforce, Nvidia, and Amazon Web Services.

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September 21 - Hedge Funds, News

NIKE (NKE)’s Dow Seat Hangs in the Balance as Share Price Slumps

NIKE, Inc. (NYSE:NKE)'s falling share price is putting its place in the Dow Jones Industrial Average at risk.

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September 21 - Hedge Funds, News

Applied Materials Commits $5 Billion to India as Chip Manufacturing Expands

Applied Materials, Inc.

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September 21 - Hedge Funds, News

Lockheed Martin Fast-Tracks Secret Missile as Global Weapons Demand Rises

Lockheed Martin Corporation (NYSE:LMT) has unveiled the AIM-260 Joint Advanced Tactical Missile (JATM), a classified next-generation air-to-air weapon designed to provide greater...

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September 21 - Hedge Funds, News

AstraZeneca and Daiichi Sankyo’s Breast Cancer Drug Approved for NHS Use in England

AstraZeneca PLC (NYSE:AZN) and Daiichi Sankyo’s Enhertu has been cleared for use by England’s National Health Service (NHS) for patients with HER2-low metastatic breast cancer...

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September 21 - Hedge Funds, News

Fastly Inc. (FSLY) Jumps 15% Ahead of Tuesday’s Key Business Updates; Hedge Fund Conviction Weak

Fastly Inc.

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September 21 - Market Movers, News

Securitize (SECZ) Climbs to All-Time High on Tokenized Securities Go-Signal

Securitize Corp.

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September 21 - Market Movers, News

Vicor (VICR) Licenses its Power Patents to Another AI System Maker. Shares Jump 18%

Vicor Corporation (NASDAQ:VICR) announced on September 16 that it has licensed its Vertical Power Delivery patents to a new manufacturer of AI systems.

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September 21 - Hedge Funds, News

Philip Morris’ Dividend Gets an 8.8% Boost: What Investors Should Know

Philip Morris International Inc. (NYSE:PM) raised its quarterly dividend by 8.8% to $1.60 per share, or $6.40 annualized.

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September 21 - Dividend Stocks, Hedge Funds, News

Morgan Stanley Cuts Expedia (EXPE) to Underweight as Rivals Pull Ahead on Users

Morgan Stanley cut Expedia Group, Inc.

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September 21 - Hedge Funds, News

Nike (NKE) Brings in LVMH’s Alexandre Arnault as it Drops Out of the S&P 100

Nike, Inc.

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September 21 - Hedge Funds, News

Apollo (APO) Nears a 16% Stake in the Yankees. Why Private Equity Wants a Piece of Baseball

Apollo Global Management, Inc.

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September 21 - Hedge Funds, News

Faraday Future (FFAI) Bets on Robotics Beyond EVs, but the Revenue Opportunity Still Needs Proof

Faraday Future Intelligent Electric Inc. (NASDAQ:FFAI) is accelerating its push into robotics as it seeks to diversify beyond its original focus on luxury electric vehicles.

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September 21 - Hedge Funds, News

Wells Fargo Cuts Netflix (NFLX) to Underweight as its 2026 Slide Deepens

Wells Fargo downgraded Netflix, Inc.

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September 21 - Hedge Funds, News

AXT Inc. (AXTI) Climbs 16% on S&P 600 Addition

AXT Inc.

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September 21 - Market Movers, News

Jim Cramer on Credo (CRDO): “I Think You Can Buy the Stock”

On September 17, during the lightning round of Mad Money, a caller asked whether to buy, hold, or sell Credo Technology Group Holding Ltd (NASDAQ:CRDO) when looking out over a...

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September 21 - Hedge Funds, News

Jim Cramer on GameStop (GME): “I’m Willing to Say That That Stock Is a Buy”

During the lightning round of the September 17 episode of Mad Money, a caller inquired about GameStop Corp.

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September 21 - Hedge Funds, News

Jim Cramer Says KB Home (KBH) Could Report Weaker Numbers Like Lennar (LEN)

Jim Cramer expects KB Home (NYSE:KBH) to report another weak quarter, as he said on September 18 during the episode of Mad Money: We've got some earnings of consequence too.

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September 21 - Hedge Funds, News

Moderna (MRNA) Soars to Fresh High Ahead of Pipeline Updates This Week

Moderna Inc.

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September 21 - Market Movers, News

Arm Holdings (ARM) Soars 17% on Ambitious $2B Revenue Goal; Hedge Funds Bullish

Arm Holdings (NASDAQ:ARM) extended its winning streak to a fifth consecutive day on Monday, jumping as much as 16.8 percent in intraday trading to hit $322, as investors resumed...

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September 21 - Market Movers, News

Dave & Buster’s (PLAY): BMO Stays Bullish, UBS and Freedom Capital Aren’t Convinced Yet

On September 14, 2026, Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) reported second-quarter fiscal 2026 results for the period ended August 4, 2026.

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September 21 - Hedge Funds, News

Ciena (CIEN): Wall Street Cut Targets After Earnings, Then Raised Them on 2029 Outlook

On September 3, 2026, Ciena Corporation (NYSE:CIEN) reported third-quarter fiscal 2026 results for the period ended August 1, 2026.

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September 21 - Hedge Funds, News

Jim Cramer Is Holding Back on Snap (SNAP) Until It Shows a Profit

Answering a caller’s query about Snap Inc.

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September 21 - Hedge Funds, News

Jim Cramer on BlackBerry (BB): “I Am Surprised That It Came Back Down”

During the September 17 episode of Mad Money, a caller asked whether to buy BlackBerry Limited (NYSE:BB), viewing it as a bargain given its approximately $950 million QNX royalty...

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September 21 - Hedge Funds, News

Jim Cramer Notes He Is Buying The Pullback In TJX

On September 17, a caller asked when to buy more The TJX Companies, Inc. (NYSE:TJX) using pyramiding after purchasing shares at $143 and adding more at $125.

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September 21 - Hedge Funds, News

AI Stocks Got Dumped – Health Is Here To Stay – OTCQB:BEOLF | TSX: BOIL.TO

*Disseminated On Behalf Of Beyond Oil Ltd.

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September 21 - News, Stock Analysis

Lakewood-Amedex Biotherapeutics Announces IRB Approval and Clinical Site Readiness to Initiate Phase 2a Clinical Trial of Nu-3 for the Treatment of Infected Diabetic Foot Ulcers

Sarasota, Florida - Lakewood-Amedex Biotherapeutics Inc., (NASDAQ: LABT, the “Company”), a clinical-stage biotechnology company advancing a novel class of potent, fast-acting...

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September 21 - News, Press Releases

Financial Services Companies Present Live at the September 24 Virtual Investor Conference

Live Presentations and Q&A Across Community and Regional Banking, Wealth Management, Logistics Real Estate, and Bitcoin Treasury Companies From US, UK and Canadian Markets Present...

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September 21 - News, Press Releases

Corteva (CTVA) Bets On A Belgian Partner For Crop Protection’s Next Act – Corrected

On September 9, Corteva (NYSE:CTVA) and Belgium's Globachem N.V.

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September 21 - Hedge Funds, News

Despite Sale, Baron Capital Maintains Outlook on Ventas (VTR)

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 ...

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September 21 - Hedge Fund Investor Letters, News

What Makes Curbline Properties (CURB) an Attractive Bet? 

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 ...

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September 21 - Hedge Fund Investor Letters, News

Here’s What Pressured Vail Resorts (MTN) in Q2

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 ...

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September 21 - Hedge Fund Investor Letters, News

This Fund Exits American Healthcare REIT (AHR) Despite Bullish Outlook

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 ...

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September 21 - Hedge Fund Investor Letters, News

Baron Capital Sees Blackstone Mortgage Trust (BXMT) as a Compelling Opportunity

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 ...

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September 21 - Hedge Fund Investor Letters, News

Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

SiTime Corporation (SITM) Surged on Strong AI data center demand

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

Here’s What Lifted BrightSpring Health Services (BTSG)

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

AI build-out Strengthens Credo Technology Group Holding Ltd (CRDO)

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

Applied Optoelectronics (AAOI): Hyperscaler Capex Surge Fuels Unprecedented Demand for Optical Infrastructure

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

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