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Insider Monkey Blog

NOC Steady at $2.47: A Closer Look at Northrop Grumman Corporation (NOC)’s Dividend Discipline

On August 19, Northrop Grumman Corporation (NYSE:NOC) announced that its board of directors had declared a quarterly dividend of $2.47 per share on common stock.

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August 26 - Dividend Stocks, Hedge Funds, News

Is General Dynamics Corporation (GD) Still a Dividend Powerhouse? The Bull and Bear Case

On August 5, General Dynamics Corporation (NYSE:GD) announced that its board of directors had declared a regular quarterly dividend of $1.59 per share on common stock.

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August 26 - Dividend Stocks, Hedge Funds, News

Raytheon’s Missile Windfall: What the Navy’s Record Tomahawk Order Means for RTX Corporation (RTX)

On August 17, the U.S.

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August 26 - Hedge Funds, News

From Air Taxi to Defense Player: Archer Aviation (ACHR)’s Month of Momentum

Archer Aviation Inc.

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August 26 - Hedge Funds, News

Strategy Builds a $1.6 Billion Cash Pool, But Does It Reduce the Bitcoin Risk?

Strategy Inc. (NASDAQ:MSTR) has tied much of its balance-sheet strategy to Bitcoin.

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August 26 - Hedge Funds, News

Xiaomi’s New Chip Could Strengthen Its Premium Push, But the Timing Could Be Risky

Xiaomi Corporation (OTC:XIACF) is no longer content to compete through hardware design and pricing alone.

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August 26 - Hedge Funds, News

Wall Street Surprises: 5 Stocks Beating EPS Targets

As a large number of companies beat expectations on earnings, the market is becoming more selective about what constitutes a good earnings report.

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August 26 - Hedge Funds, News

Industrial Giants Pivot to AI Data Centers: Caterpillar (CAT), Cummins (CMI), and Ford (F) Target Power Boom

On August 15, 2026, The Wall Street Journal reported that US manufacturing rose to its highest level since 2022 last month.

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August 26 - Hedge Funds, News

SK hynix (SKHY) and Samsung Electronics: SK hynix Is Spending $720 Billion on Memory Chips. Its Stock Has Already Fallen 21%

On August 13, 2026, CNBC reported that SK hynix Inc. (NASDAQ:SKHY) is spending $720 billion on what it calls the largest network of memory factories in the world.

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August 26 - Hedge Funds, News

Jim Cramer Says GE Vernova (GEV) Order Book Might Have Gotten Soft

Jim Cramer warned on August 24 that mounting political and community backlash against data center power consumption could directly impact equipment suppliers like GE Vernova Inc...

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August 26 - News

Goldman Sachs (GS) & Intel (INTC) Just Backed the Same AI Video Startup

On August 17, The Financial Times reported that AI video startup Higgsfield raised $400 million at a $5.4 billion valuation from investors.

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August 26 - Hedge Funds, News

Jim Cramer Points to Government Stake for Intel (INTC) Drop

During the August 24 Mad Money episode, a caller noted that they bought Intel Corporation (NASDAQ:INTC) at a cost basis of $93 per share and asked whether to pyramid down into...

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August 26 - News

Warren Buffett “Blew It” on Alphabet (GOOGL) And Made It Berkshire’s Third-Biggest Bet

Released on August 14, Berkshire Hathaway's second-quarter 13F filing showed the conglomerate became a net buyer of nearly $19.8 billion in stocks, its first net-buying quarter...

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August 26 - Hedge Funds, News

Jim Cramer Is Bullish on Micron (MU) as AI Fuels Memory Demand

Micron Technology (NASDAQ:MU) has become one of the biggest beneficiaries of the artificial intelligence boom.

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August 26 - News

Strong Second Quarter Leads to a More Favorable 2026 Guidance for MDA Space (MDA)

On August 11, Sheila Kahyaoglu from Jefferies reduced her target price on MDA Space Ltd.

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August 26 - Hedge Funds, News

Varex Imaging (VREX) Stock Jumps 50% on Teledyne (TDY) Buyout Deal Just as Its Turnaround Gains Traction

On August 10, 2026, Teledyne Technologies Incorporated (NYSE:TDY) agreed to acquire Varex Imaging for $18.90 a share in an all-cash deal valued at about $1.1 billion.

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August 26 - Hedge Funds, News

OceanaGold Corporation (OGC) Acquires Ausgold in $549M Deal to Secure Katanning Gold Project

On August 17, 2026, OceanaGold Corporation (NYSE:OGC) agreed to acquire Australian gold developer Ausgold for about A$776 million, roughly $549 million.

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August 26 - Hedge Funds, News

PayPal Holdings (PYPL) Is in Talks to Sell Itself. Here’s How Far it’s Fallen

The Wall Street Journal reported on August 14, 2026, that PayPal Holdings, Inc.

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August 26 - Hedge Funds, News

Jim Cramer on Palantir (PLTR): “It’s a Great Spec, But It Is a Spec”

Okay, now here's the issue with Palantir. I have been committed to saying it was going to go up to $250, at least $200. I'm not backing away. They've had an amazing quarter.

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August 26 - News

Jim Cramer Shows Bullish Sentiment Toward Bitcoin But Still Warns Against Strategy (MSTR)

On August 24, a caller asked Jim Cramer for his thoughts on maximizing risk at the Bitcoin power law floor by starting a position in Strategy Inc (NASDAQ:MSTR) stock.

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August 26 - News

Jim Cramer Questions AEVEX (AVEX) Stock Sell-Off

What the heck happened to a stock we really like, AEVEX? I mean, here's a company that makes drones for the military, the single hottest part of the defense sector yet, its stock...

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August 26 - News

Sony Group (SONY) and Taiwan Semiconductor (TSM) Are Betting $4.7 Billion on the “Eyes” of AI Machines

On August 11, 2026, Sony Group Corporation (NYSE:SONY) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) agreed to form a $4.7 billion joint venture to develop...

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August 26 - Hedge Funds, News

Jim Cramer Highlights Sandisk’s (SNDK) Massive Buybacks After Stock Surge

I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern.

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August 26 - News

Nvidia’s AI Servers Are About to Get Pricier — What a 15%+ Hike Means for the Whole Stack

Some of NVIDIA Corporation (NASDAQ:NVDA)'s largest customers have been told that prices of servers ‌containing its AI chips will rise by more than 15%, according to a Bloomberg...

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August 26 - Hedge Funds, News

Salesforce (CRM) Has a $315 Bull Case, but Earnings Need to Prove One Thing

Citizens is heading into Salesforce Inc. (NYSE:CRM)'s fiscal second-quarter 2027 print with a bullish view.

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August 26 - Hedge Funds, News

Applied Materials (AMAT) Enters a New AI-Driven Growth Cycle

The rapid buildout of AI infrastructure has been driving a strong demand cycle for semiconductor manufacturing equipment. Applied Materials, Inc.

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August 26 - News

Core Scientific (CORZ) Just Spent $444 Million on More Power. Here’s Why It Keeps Buying

On August 14, 2026, Core Scientific, Inc. (NASDAQ:CORZ) completed its acquisition of Polaris DS for roughly $444 million in cash.

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August 26 - Hedge Funds, News

NVIDIA Corporation (NVDA) & Blackstone (BX): Nvidia Wants Wall Street to Lend Against AI Chips Like They’re Mortgages

NVIDIA Corporation (NASDAQ:NVDA) is trying to turn its AI chips into an entirely new asset class.

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August 26 - Hedge Funds, News

Comcast Corporation (CMCSA) vs Charter Communications (CHTR): Two Cable Giants, Two Opposite Bets

Comcast Corporation (NASDAQ:CMCSA) and Charter Communications, Inc. (NASDAQ:CHTR) both reported second-quarter results in the same week, and they told very different stories.

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August 26 - Hedge Funds, News

Rivian Automotive (RIVN) Is Catching Up to Tesla (TSLA)’s Self-Driving Tech, But Tesla Still Leads

Michael Wayland, an auto reporter for CNBC, tested Tesla, Inc. (NASDAQ:TSLA)'s FSD (Supervised) and Rivian Automotive, Inc.

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August 26 - Hedge Funds, News

From Apple (AAPL) to Ford Motor Company (F): Why Global Giants Can’t Quit Chinese Technology

Global companies are leaning on Chinese technology more even as Washington tightens restrictions on it. CNBC reported on August 13, 2026, that Apple Inc.

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August 26 - Hedge Funds, News

Jim Cramer Says IBM Is A Hated Stock That Deserves Better

Toward the end of the lightning round of Mad Money on August 24, a caller asked for Jim Cramer’s opinion regarding starting a position in International Business Machines Corporation...

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August 26 - News

Advanced Micro Devices (AMD) and Intel (INTC) Both Just Raised Billions for AI. Here’s How Their Strategies Differ

On August 13, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a four-part bond offering that could raise between $4 billion and $5 billion.

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August 26 - Hedge Funds, News

Ferrari (RACE) vs. Tesla (TSLA): Ferrari’s $40M EV Record Shows How Luxury Scarcity Beats Tesla’s Mass-Market Volume

On August 17, 2026, a bespoke version of Ferrari N.V.

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August 26 - Hedge Funds, News

JPMorgan Chase & Co. (JPM) Could Soon Be Worth $1 Trillion. One Analyst Says $2 Trillion Is Next

On August 16, Wells Fargo reported that JPMorgan Chase & Co. (NYSE:JPM) could soon become the first bank ever to reach a $1 trillion market valuation.

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August 26 - Hedge Funds, News

West Red Lake Gold Reports Q2 2026 Results Including 51% Increase in Gold Production and 30% Reduction in AISC

West Red Lake Gold Mines Ltd. (“West Red Lake Gold” or “WRLG” or the “Company”) (TSXV:WRLG) (OTCQB:WRLGF) announces its financial and operating results for the three...

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August 26 - Press Releases

Morgan Stanley Sees a New High for ConocoPhillips (COP). Should Investors Buy?

ConocoPhillips (NYSE:COP) is a leading hydrocarbon exploration and production company with operations and activities in 13 countries.

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August 25 - Hedge Funds, News

Marathon Petroleum (MPC) and Valero Energy (VLO) Have Exploded in 2026. But Barron’s Sees More Upside

US refining stocks are rallying at full speed.

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August 25 - Hedge Funds, News

Morgan Stanley Sees ExxonMobil (XOM) Breaking its Record High. Can the Oil Giant Deliver?

ExxonMobil Holdings Corporation (NYSE:XOM) is the largest oil company in the United States, and one of the largest integrated energy companies in the world.

Keep Reading →

August 25 - Hedge Funds, News

Expand Energy (EXE) is Building a Natural Gas Powerhouse. But is the Growth Story at Risk?

Expand Energy Corporation (NASDAQ:EXE) was held by 70 hedge funds at the end of Q2 2026 in the Insider Monkey database, with a total investment value of almost $2.7 billion.

Keep Reading →

August 25 - Hedge Funds, News

Ventural Global (VG) is Riding the LNG Boom. But Can its Rally Last?

Venture Global, Inc. (NYSE:VG) is a leading US producer and exporter of LNG.

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August 25 - Hedge Funds, News

Why Baker Hughes (BKR) Could be a Key Winner From the AI Boom

Baker Hughes Company (NASDAQ:BKR) was held by 87 hedge funds at the end of Q2 2026 in the Insider Monkey database, with a total stake value of just over $4.1 billion.

Keep Reading →

August 25 - Hedge Funds, News

Is Phillips 66 (PSX) Still a Buy After its Massive 2026 Rally?

Phillips 66 (NYSE:PSX) was held by 69 hedge funds at the end of Q2 2026 in the Insider Monkey database, with a total stake value of just over $5.6 billion.

Keep Reading →

August 25 - Hedge Funds, News

Talen Energy (TLN) is Down 23% This Year. But Mizuho Expects a Rebound

On August 24, Talen Energy Corporation (NASDAQ:TLN) was initiated by Mizuho with an ‘Outperform’ rating and a price target of $405, implying an upside of over 32% from the...

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August 25 - Hedge Funds, News

Centrus Energy (LEU) May Have Found its Next Major Growth Opportunity

A Bloomberg report on August 21 revealed that Centrus Energy Corp. (NYSE:LEU) sees the US military as a key market for its enriched uranium.

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August 25 - Hedge Funds, News

Better Than Wall Street: These Stocks Just Exceeded Earnings Expectations

The key question no longer lies in whether companies can deliver strong earnings, but in how they can sustain the rapid pace of profit growth as the exceptional gains from AI ...

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August 25 - Hedge Funds, News

Enovix (ENVX) Plans to Double Drone Battery Capacity. Is a $183M Pipeline Enough to Justify the Expansion?

Enovix Corporation (NASDAQ:ENVX) shares fell 3.8% to $3.27 on August 20, the day the company announced plans to double its production capacity for drone batteries in South Korea...

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August 25 - Hedge Funds, News

Wolfspeed (WOLF) Says AI Data Center Revenue More Than Doubled. Can it Restore Positive Gross Margins?

Wolfspeed, Inc. (NYSE:WOLF) shares closed 9.4% lower at $26.35 on August 20 following its fiscal fourth-quarter results.

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August 25 - Hedge Funds, News

BILL (BILL) Expanded Non-GAAP Operating Profit While Reported Business Metric Fell. Has its Efficiency Push Gone Too Far?

BILL Holdings, Inc.

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August 25 - Hedge Funds, News

Daqo (DQ) Has $1.9B in Liquidity and a Negative Gross Margin. Which Number Matters More?

Daqo New Energy Corp.

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August 25 - Hedge Funds, News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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20 US Cities with the Highest Homeless Population Per Capita

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20 Countries with the Highest Homeless Population

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12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

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10 Best Low Beta Tech Stocks to Buy According to Analysts

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10 Worst Performing Currencies of 2024

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16 Countries with the Largest Proven Oil Reserves in the World

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16 Highest Quality Chocolate Brands in the US

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20 Countries with the Strongest Armies in the World

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Top 13 English Speaking Countries in Asia

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