Gold.com (GOLD): On A Gold Rush With Cracks Underneath
On September 2, Gold.com Inc. (NYSE:GOLD) reported fiscal fourth-quarter and full-year results that showed just how much a string of acquisitions has reshaped the business.
Insider Monkey Blog
Signet Jewelers (SIG) Lifts Guidance on Tariff Refunds and Cost Discipline
Signet Jewelers Ltd. (NYSE:SIG) announced its second quarter results for FY27, on September 9.
Matrix Service (MTRX) Returns To Profit, But Can It Last
On September 3, Matrix Service Company (NASDAQ:MTRX) reported its fourth quarter fiscal 2026 results, and the numbers marked a turning point.
Argan’s (AGX) Power Boom Comes With A Margin Catch
On September 2, Argan (NYSE:AGX) reported the best second quarter in company history, and the numbers explain why the stock has become a favorite way to bet on America's power...
Phreesia’s (PHR) Profit Turnaround Meets A Cash-Strapped Client Base
On September 2, Phreesia (NYSE:PHR) reported second-quarter fiscal 2027 results for the period ended July 31, showing revenue climbing to $129.5 million and adjusted EBITDA surging...
Robinhood (HOOD) Expands Prediction Markets With Crypto.com Partnership
Robinhood Markets, Inc. (NASDAQ:HOOD) is continuing to position prediction markets as an important part of its broader growth strategy.
Campbell’s (CPB) Slashes Its Dividend To Fund A Brutal Reset
On September 3, Campbell's Company (NASDAQ:CPB) held its fiscal fourth-quarter 2026 earnings call and delivered a message investors don't hear from a century-old food company ...
Diversified Energy’s (DEC) $1.8B Bet On Permian Scale
On September 2, Diversified Energy (NYSE:DEC) announced definitive agreements to acquire Birch Permian Holdings from affiliates of Elliott Investment Management for roughly $1...
Gentherm (THRM) Shareholders Approve Modine Merger, Clear for October Close
On September 10, Gentherm (NASDAQ:THRM) shareholders voted to approve the combination of Modine's Performance Technologies business with Gentherm, clearing the last major hurdle...
Novartis (NVS) Just Handed Monte Rosa (GLUE) A $50M Milestone
On September 8, Monte Rosa Therapeutics (NASDAQ:GLUE) announced that Novartis (NYSE:NVS), its partner on a VAV1-targeted drug, had dosed the first patient in a Phase 2 trial of...
DeepSeek Cut Its KV-Cache HBM Need 75% and SSD Need 87.5%. Micron and Sandisk Investors Should Pay Attention
The memory-shortage thesis assumes AI usage and memory demand rise together. DeepSeek just supplied a reason that relationship may be weaker.
Space Exploration Technologies Corp. (SPCX)’s $100 Billion Starbase Bet Could Transform Its Growth Outlook
Space Exploration Technologies Corp.
Samsara (IOT)’s Growth Momentum Meets Valuation Test. Can Samsara Justify the New Price Target?
The latest results indicate that Samsara Inc. (NYSE:IOT)’s growth engine remains solid.
GPT-6 Astra Wiped 4%-5% Off Salesforce and ServiceNow in a Day. Is Wall Street Pricing a SaaS Extinction Event?
Salesforce, Inc. (NYSE:CRM) fell roughly 4% and ServiceNow, Inc.
If It Delivers Profit, Boeing (BA)’s Defense Franchise Can Buffer Its Commercial Recovery
Boeing Co (NYSE:BA) won a $241.3 million sole-source contract from the U.S. Navy on September 4.
Advanced Micro Devices, Inc. (AMD)’s Halo Station Could Strengthen Its AI Position, but Near-Term Revenue Impact May Be Limited
Advanced Micro Devices, Inc (NASDAQ:AMD) has set its sights on capitalizing on the growing demand for workstations capable of running large artificial intelligence models.
UiPath, Inc. (PATH) Stock Has AI Potential, But Slowing Growth Keeps Investors Cautious
UiPath, Inc. (NYSE:PATH) has underperformed the broader market year to date, with shares materially down for the year.
AI Agents Create Their Own Monitoring Problem. Datadog and Dynatrace Are Racing to Own It
AI coding agents are supposed to make software cheaper to build. They may also create more software changes, production failures and machine-generated complexity to inspect.
GE Aerospace (GE)’s $12 Billion CPP Acquisition Puts Its Growth Strategy to the Test
GE Aerospace (NYSE:GE) is making its largest acquisition since becoming a standalone publicly traded company.
U.S. Bancorp (USB)’s Dividend Increase Has More Behind It
U.S. Bancorp (NYSE:USB) has raised its quarterly dividend by 3.8% to $0.54 per share. That brings the annualized payout at $2.16 and the yield at 3.5%.
Here is Why Piper Sandler Named Q2 Holdings (QTWO) Its Top Pick
On September 10, Piper Sandler analyst Bill Carcache initiated coverage of Q2 Holdings, Inc.
Block, Inc (XYZ)’s Bank Charter Push Signals Bigger Ambitions in Digital Assets
Block, Inc. (NYSE:XYZ) is taking another step toward consolidating its digital asset operations under a federal regulatory framework.
Nvidia (NVDA)’s 2 GW Australia AI Push Could Deepen Its Infrastructure Advantage
NVIDIA Corporation (NASDAQ:NVDA) is expanding its global AI infrastructure ambitions, with Australia emerging as an important new market for its growing portfolio of GPUs, CPUs...
Palo Alto Networks (PANW)’s AI Growth Faces a Higher Valuation Bar
Palo Alto Networks, Inc. (NASDAQ:PANW) is entering its fiscal 2027 with strong momentum, particularly in next-generation security.
Novo Nordisk (NVO)’s Pediatric Obesity Opportunity Faces a Bigger Test
Novo Nordisk A/S (NYSE:NVO) looks to open a new growth avenue for its blockbuster obesity drug Wegovy by targeting the pediatric market.
A Tale of Two Dollars: Why Dollar General Outpaced Dollar Tree This Quarter
As continuous inflation squeezes household budgets, the discount retail sector should potentially benefit across the board, with middle- and lower-income consumers looking for...
BioMarin Shares Jump 5% After Global Patent Settlement With Ascendis
BioMarin Pharmaceutical Inc.
Teva’s (TEVA) $125 Million BioXcel Bid Offers Upside, but FDA and Auction Risks Remain
Teva Pharmaceutical Industries Limited (NYSE:TEVA) has agreed to serve as the stalking-horse bidder for substantially all of BioXcel Therapeutics, Inc.
Jim Cramer Explains Why Merck (MRK) Is His Fantasy Defense Stock
Discussing his fantasy roster on the September 8 episode of Mad Money, Jim Cramer turned his focus to pharmaceutical giant Merck & Co., Inc.
Ciena’s (CIEN) Backlog Just Hit $8.5B and Keeps Climbing
On September 3, Ciena Corporation (NYSE:CIEN) reported third-quarter fiscal 2026 results that turned heads across the networking industry.
eGain’s (EGAN) Bold AI Pivot Just Won A Big Believer
On September 3, eGain Corporation (NASDAQ:EGAN) reported fiscal 2026 results that showed a company mid-transformation, still generating revenue from a shrinking legacy business...
BRP (DOO) Posts A Quarterly Loss And Raises Its Outlook Anyway
On September 3, BRP Inc. (NASDAQ:DOO) reported a second quarter that looked ugly on the bottom line and strong everywhere else.
Mama’s Creations (MAMA) Just Proved Its Growth Spurt Wasn’t A Fluke
On September 3, Mama's Creations (NASDAQ:MAMA) reported second quarter fiscal 2027 results that turned a familiar growth story into something sturdier.
Lululemon’s (LULU) Brand Problems Force Another Steep Guidance Downgrade
On September 3, Lululemon Athletica (NASDAQ:LULU) told investors its troubles run deeper than one soft quarter.
Samsara (IOT) Crosses $2B, But Growth Comes With A Hardware Tax
On September 3, Samsara (NASDAQ:IOT) told investors it had crossed $2.1 billion in annual recurring revenue, growing 30% year over year, while quarterly revenue reached $508.4...
Life Sciences Companies Present Live at the September 17 Virtual Investor Forum
Live Presentations and Q&A Across Oncology, Fibrosis, Drug Delivery, Antibiotics, Cannabinoid Therapeutics, and Respiratory Imaging A Global Lineup Presents Live Online: 30-Minute...
Genesco (GCO) Proves Smaller Sales Can Still Mean Bigger Profits
On September 3, Genesco (NYSE:GCO) reported a second quarter that should not have worked on paper.
Victoria’s Secret’s (VSXY) Bra Boom Just Rewrote Its Growth Story
On September 3, Victoria's Secret & Co. (NYSE:VSXY) reported second-quarter results that blew past its own guidance on nearly every line.
Smith & Wesson’s (SWBI) Profit Turnaround Comes With a Catch
On September 3, Smith & Wesson Brands (NASDAQ:SWBI) told investors it had flipped a year-ago loss into a profit, and the underlying numbers back up the turnaround story.
Wiley’s (WLY) AI Bet Is Starting To Pay Off
On September 3, John Wiley & Sons (NYSE:WLY) opened its fiscal 2027 with a headline that looked worse than the business underneath it.
Descartes (DSGX) Posts Record Q2 Results, Here’s What Investors Should Know
On September 10, The Descartes Systems Group Inc.
Frequency Electronics (FEIM) Soars After Record Revenue
On September 10, Frequency Electronics, Inc. (NASDAQ:FEIM) reported strong financial results for the first quarter of fiscal 2027.
Alibaba (BABA)’s AI Bet Faces a $10.2 Billion Test
Alibaba Group Holding Limited (NYSE:BABA)’s race to amass vast sums of money to support its AI push led it to a recent $10.2 billion equity raise, drawing scrutiny from investors...
NVIDIA and Digital Realty’s Flexible AI Factory Faces a Test That More Funding Alone Can’t Solve
Emerald AI’s $150 million financing brings fresh resources to a problem that connects NVIDIA Corporation (NASDAQ:NVDA) and Digital Realty Trust, Inc.
Ken Fisher Added to Cisco and Palo Alto Networks. Their AI Security Bets Face Different Tests
Ken Fisher’s latest disclosed positions put two different approaches to AI infrastructure and security in the same portfolio. Cisco Systems, Inc.
ABM Industries’ (ABM) Cash Flow Jump Masks A Split Business Story
On September 8, ABM Industries (NYSE:ABM) told investors that a business famous for grinding out steady, unglamorous cash flow had rediscovered exactly that.
Dan Loeb’s Third Point Increased Its Reported Hut 8 Stake and Disclosed Riot Debt Exposure
Dan Loeb’s Third Point disclosed exposure to Hut 8 Corp. (NASDAQ:HUT) and Riot Platforms, Inc. (NASDAQ:RIOT) in its latest quarterly filing.
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