CoreWeave (CRWV) Is Charging More for AI Compute, and Customers Keep Paying
On September 17, CoreWeave (NASDAQ:CRWV) said it has kept signing customers at higher prices since June 30.
Insider Monkey Blog
Jim Cramer Suggests Against Holding Dominion (D) Through the NextEra (NEE) Share Conversion
During the September 16 episode of Mad Money, a caller holding Dominion Energy, Inc. (NYSE:D) shares asked for thoughts on NextEra Energy, Inc.
STMicroelectronics (STM) Wants Every Car Watching Its Driver, and Cheaply
On September 14, STMicroelectronics (NYSE:STM) introduced the ST SafeSense VD56GA, a 1.1-megapixel infrared image sensor designed for cameras that watch drivers and passengers...
Cerebras (CBRS) Plants A 165 MW Flag In Finland While Still Losing Money
On September 1, Cerebras Systems (NASDAQ:CBRS) announced a new AI data center in Mikkeli, Finland, built with partner Compute Nordic Finland.
Fifth Third’s (FITB) Comerica Merger Is Done, Now Comes The Payoff
On September 8, Fifth Third Bancorp (NASDAQ:FITB) said it had finished moving close to 600,000 former Comerica customers and 293 branches across Arizona, California, Florida, ...
Atlassian (TEAM) Just Turned Jira Into an AI Coding Command Center
On September 10, Atlassian Corporation (NASDAQ:TEAM) rolled out a set of tools built around a question most software companies still can't answer well: once you let AI agents ...
Franco-Nevada’s (FNV) Record Quarter Hides A Two-Year Question Mark
On August 11, Franco-Nevada (NYSE:FNV) posted second-quarter results that dwarfed last year's numbers, with revenue up 57% to $580.9 million and gold equivalent ounces sold climbing...
Nasdaq (NDAQ) Just Made It Harder For Crypto Criminals To Hide
On September 15, Nasdaq (NASDAQ:NDAQ) said its Verafin unit had partnered with Stablecore to fuse traditional banking data with digital asset activity inside one financial crime...
Garmin’s (GRMN) New Autopilot Signals Where Growth Is Headed
On September 1, Garmin (NYSE:GRMN) unveiled SmartDrive, the first sailboat autopilot built around a brushless linear actuator with a built-in ECU.
Jim Cramer Suggests Avoiding Redwire (RDW) In A Rate Tightening Cycle
On September 16, toward the end of the lightning round, a caller asked what Jim Cramer thinks of Redwire Corporation (NYSE:RDW).
Sempra (SRE) Just Locked In Two Decades of LNG Demand
On September 14, Sempra Infrastructure, a subsidiary of Sempra (NYSE:SRE), signed a 20-year deal to sell roughly 0.8 million tonnes of liquefied natural gas a year to Petrobras...
AMETEK’s (AME) $5B Deal Bets Big On A Hot Streak
On August 26, AMETEK (NYSE:AME) closed one of the largest deals in its history, an all-cash purchase of Indicor Instrumentation for $5.0 billion. The timing is notable.
PureCycle (PCT) Expands PureFive Use as Regulatory Tailwinds Meet Execution Risk
PureCycle Technologies Inc. (NASDAQ:PCT) announced a new line of sustainable tamper-evident packaging, SnapPack Square EVO, in partnership with IPL Schoeller.
BJ’s Wholesale Club (BJ) Formalizes Investment-Grade Financial Policy
BJ's Wholesale Club Holdings Inc.
The RealReal (REAL) Bets on Glendale to Capture Growing Vintage Demand
The RealReal Inc. (NASDAQ:REAL) continues to grow its footing within Southern California, with a new Glendale store scheduled to open on October 1.
Willis Lease Finance (WLFC) Expands Fleet with New Aircraft and Engine Acquisition
Willis Lease Finance Corp. (NASDAQ:WLFC) is adding 13 aircraft engines and 12 commercial aircraft to its aviation asset holdings, through a recently concluded transaction.
How Does This $40.3 Million Birwood Heights Financing Arrangement Benefit Marcus & Millichap’s (MMI)
Marcus & Millichap’s (NYSE:MMI) capital markets arm, IPA Capital Markets, secured a financing arrangement amounting to $40.3 million for Birwood Heights.
Delivery Outlook Shows Tesla (TSLA)’s Core Business Under Pressure. Its Next Growth Engine Must Deliver
Goldman Sachs has cut its delivery forecast for Tesla, Inc. (NASDAQ:TSLA) while citing weaker sales trends across the company’s most important markets.
Cisco (CSCO) Leans on Splunk to Broaden Its Share of Enterprise AI Spending. It Faces a Big Test
Cisco Systems, Inc. (NASDAQ:CSCO) is seeking to expand Splunk’s role in enterprise AI.
Micron (MU) Unveils Breakthrough Memory Product. It Says Much About the Memory Market
In a major milestone in memory innovation, Micron Technology, Inc.
Lucid (LCID) Rises After Bolt Partnership, But Cash Burn Remains a Concern
On September 17, Lucid Group, Inc.
Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know
On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc.
PicS N.V. (PICS) Delivers Credit Portfolio Momentum and Q2 Outperformance Across the Board
For the recently reported second quarter, PicS N.V. (NASDAQ:PICS) outperformed relative to its previous guidance across all profitability metrics.
Netflix (NFLX) Gets a Bullish $110 Target: What’s Driving the Outlook?
On September 14, Evercore ISI raised its price target for Netflix, Inc. (NASDAQ:NFLX) from $100 to $110 while maintaining its Outperform rating.
Aflac’s (AFL) Net Earnings Jumped 37.7%, Yet Adjusted Earnings Actually Fell
On August 6, Aflac (NYSE:AFL) reported second-quarter numbers that point in opposite directions.
Cencora (COR) Raised Guidance and Bought Back $1B. What’s the Catch?
On August 5, Cencora (NYSE:COR) reported results for its fiscal third quarter, which closed on June 30, and the headline numbers looked clean.
Coherent (COHR) Squeezes Key Optical Network Gear Into a Plug-In Module
On September 17, Coherent Corp.
Gallagher’s (AJG) Colorado Deal Is Another Brick in a Very Big Wall
On September 15, Arthur J. Gallagher & Co.
Air Products (APD) Is Doubling Down on the Gases Inside Chip Fabs
On September 16, Air Products (NYSE:APD) said it had signed a long-term deal to supply high-purity gases to a leading chipmaker, backed by roughly $250 million of its own money...
Targa Resources (TRGP) Set a Record Quarter and Then Raised the Bar
On August 6, Targa Resources Corp. (NYSE:TRGP) reported a record second quarter.
Ferrari (RACE) Signs Rakuten While 2027 Is Already Spoken For
On September 17, Ferrari N.V. (NYSE:RACE) announced a partnership with the technology company Rakuten Group, Inc., effective January 1, 2027.
Simon Property (SPG) Group Raised Its Outlook Again
On August 10, Simon Property Group (NYSE:SPG) reported results for the three months through June 30 and raised its full-year profit outlook once again.
Royal Caribbean’s (RCL) $1.25B Debt Deal Hides A Bigger Story
On August 20, Royal Caribbean Group (NYSE:RCL) said it had completed a sale of $1.25 billion of notes that carry a 5.55% coupon and come due on January 20, 2034.
Republic Services (RSG) Is Winning On Price While Volumes Slip
On August 6, Republic Services (NYSE:RSG) reported earnings of $1.84 per diluted share for the quarter that closed on June 30, up from $1.75 a year earlier, and lifted most of...
Digital Realty (DLR): Can a Data Center Landlord Become the Control Panel for Enterprise AI?
On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more...
Wheaton’s (WPM) Profits Nearly Doubled While Its Cash Pile Shrank To $100M
On August 6, Wheaton Precious Metals (NYSE:WPM) reported second-quarter net earnings of $543 million on $929 million of revenue, both records.
Marketing Discipline Pays Off as GDEV Improves Operating Cash Flow
GDEV Inc. (NASDAQ:GDEV) saw a year-on-year drop in bookings from both its in-app purchases and advertising, during the second quarter fiscal 2026.
ResMed Inc. (RMD)’s Sleep Apnea Leadership Supports Growth Despite Rising Competitive Pressures
ResMed Inc. (NYSE:RMD) is well positioned to benefit from the long-term growth of the global obstructive sleep apnea (OSA) treatment market.
Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost
Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including...
Is Affirm Holdings, Inc. (AFRM) Stock a Buy After Goldman Sachs Raised Its Price Target?
Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning.
Can Accenture (ACN) Turn Its AI Strategy Into Sustainable Growth?
Accenture plc (NYSE:ACN) investors are having a rough year, with the shares down more than 25%. Now Wall Street is divided over the company's outlook.
Can NextEra (NEE) Preserve Its Earnings and Dividend Growth While Adding Dominion?
NextEra Energy, Inc. (NYSE:NEE) has outlined its growth targets for 2026 and beyond. This comes as the company advances plans to acquire Dominion Energy Inc (NYSE:D).
Meta (META)’s Stilla.ai Deal Could Turn Business Agent Into a New Monetization Engine
Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business.
Jim Cramer Shared What CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s CEO Told Him About AI “Doomsaying”
Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s shares are up by more than 100% year to date.
Jim Cramer Revealed GE Vernova Inc. (NYSE:GEV)’s Saying There’s An Order Acceleration
GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer's favorite stocks. Throughout 2025, the CNBC TV host continued to heap praise on the firm.
Jim Cramer Said This AI Firm Has More Orders Than “Almost Anybody” Other Than NVIDIA
For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow.
Walmart Vs Kroger: Jim Cramer Couldn’t Figure Out Why Only One’s Shares Went Up
Walmart Inc. (NASDAQ:WMT)'s shares closed higher between September 11th and September 14th. On the 11th, before market open, grocery firm The Kroger Co.
Jim Cramer Wished He’d Worked At This Firm Instead Of Goldman Sachs
Oil refiner Valero Energy Corporation (NYSE:VLO)'s shares are up by more than 140% over the past year.
Allegiant Travel Company (ALGT) Stock Has Upside as Sun Country Merger Synergies Build
Allegiant Travel Company (NASDAQ:ALGT) has declined year-to-date, but the airline’s outlook is improving following the Sun Country Airlines acquisition.
Jim Cramer Remains Optimistic About Bank of America Corporation (NYSE:BAC) After Recent Drop
Bank of America Corporation (NYSE:BAC)'s shares closed 5% lower on September 14th after the firm's CEO discussed its investment banking revenue at the Barclays global financial...
Hedge Fund Resource Center
