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Insider Monkey Blog

Apple Faces a Deeper iPhone Probe in India. Could its Software Warranty Become the Bigger Issue?

Apple Inc. (NASDAQ:AAPL) is facing another regulatory headache in India, but this one isn't centered on the App Store or competition.

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September 27 - Hedge Funds, News

Comcast and Paramount May Pull the Plug on SkyShowtime. Is Europe’s Streaming Market Getting Too Tough?

SkyShowtime was supposed to give Comcast Corporation (NASDAQ:CMCSA) and Paramount Skydance Corporation (NASDAQ:PSKY) a more efficient route into European streaming.

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September 27 - Hedge Funds, News

Musk’s X Corp and SpaceXAI Drop Apple From AI Antitrust Fight. Is One Legal Headache Gone for the iPhone Maker?

Apple Inc. (NASDAQ:AAPL) has one less AI battle to fight.

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September 27 - Hedge Funds, News

Why is Intel Corporation (INTC) up over 33%? Is the Rally Sustainable?

Intel Corporation (NASDAQ:INTC) is benefiting from renewed investor optimism surrounding its CPU business as surging artificial intelligence demand drives greater demand for computing...

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September 27 - Hedge Funds, News

Is Gemini 4 the Catalyst Alphabet (GOOGL) Needs to Win the AI Race?

Alphabet Inc. (NASDAQ:GOOGL) is approaching another important milestone in its artificial intelligence push.

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September 27 - Hedge Funds, News

Is Synopsys (SNPS) a Breakout Play as Headwinds Subside and BNP Paribas Upgrades?

Is the tide slowly turning for Synopsys, Inc.

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September 27 - Hedge Funds, News

Meta (META) Loses a New Mexico Jury Verdict Over Facebook Data Practices

Meta Platforms, Inc. (NASDAQ:META) lost a civil jury verdict in Santa Fe on September 25.

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September 27 - Hedge Funds, News

Is McDonald’s (MCD) Moat Narrowing as GLP-1 Drugs Reshape Menus?

McDonald's Corporation (NYSE:MCD) has lost about 22% of its value over the past twelve months while the wider market rose. Nothing obvious broke.

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September 27 - Hedge Funds, News

Novo’s Pipeline Strategy Takes Another Step Forward

Novo Nordisk A/S (NYSE:NVO) has signed a drug-discovery and licensing agreement with Orbis Medicines worth up to $1.4 billion to develop oral therapies for cardiometabolic diseases...

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September 27 - Hedge Funds, News

Aurora Innovation’s Road to Profitability Runs Through Fleet Expansion

Aurora Innovation, Inc. (NASDAQ:AUR) is trying to move from autonomous-truck commercialization toward profitability by rapidly expanding its driverless fleet.

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September 27 - Hedge Funds, News

Goldman Sachs Looks to Deepen its Footprint in Credit

The Goldman Sachs Group, Inc.

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September 27 - Hedge Funds, News

Why Amgen’s Pipeline Just Got More Interesting

Amgen Inc. (NASDAQ:AMGN)'s experimental drug dazodalibep met the main goal of a late-stage trial for Sjögren’s disease.

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September 27 - Hedge Funds, News

The AI Security Opportunity Emerging for Palo Alto Networks

Palo Alto Networks, Inc.

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September 27 - Hedge Funds, News

Target’s Dividend Has Room to Grow, But Capital Spending Matters

Target Corporation (NYSE:TGT) has declared a regular quarterly dividend of $1.16 per share, payable on December 1 to shareholders of record as of November 11.

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September 27 - Dividend Stocks, Hedge Funds, News

Lockheed Martin (LMT) Gets Another Boost from the Long-Range Missile Push

Lockheed Martin Corporation (NYSE:LMT) has secured a U.S.

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September 27 - Hedge Funds, News

AI Could Give AbbVie (ABBV) a New Route to Long-Term Pipeline Growth

AbbVie Inc.

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September 27 - Hedge Funds, News

Pfizer (PFE) Balances Global Pricing Opportunity with New Revenue Sharing

Pfizer Inc. (NYSE:PFE) has agreed to share a portion of the incremental net revenue it generates from higher drug prices overseas with the U.S.

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September 27 - Hedge Funds, News

Citigroup (C) Lines Up a $3 Billion Banamex IPO for January

Citigroup Inc.

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September 27 - Hedge Funds, News

A New Wave of Senior Patients Could Extend Lilly’s GLP-1 Growth Story

Eli Lilly and Company (NYSE:LLY) CEO David Ricks said that about 700,000 new seniors have started GLP-1 treatment since Medicare began covering obesity drugs in July, with roughly...

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September 27 - Hedge Funds, News

Lilly’s Oral GLP-1 Push Gains Momentum. Can Foundayo Become its Next Growth Engine?

Eli Lilly and Company (NYSE:LLY)'s CEO David Ricks told CNBC that Foundayo now accounts for roughly one-third of new patients starting an oral GLP-1, with Lilly’s share of the...

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September 27 - Hedge Funds, News

AMD’s $1 Trillion Valuation Raises the Bar for its AI Ambitions

Advanced Micro Devices, Inc.

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September 27 - Hedge Funds, News

Oracle’s AI Expansion Faces a New Test as Data Center Costs Rise

Oracle Corporation (NYSE:ORCL) is facing growing scrutiny over the financing of its AI infrastructure after about $18 billion of loans tied to its Project Jupiter data center ...

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September 27 - Hedge Funds, News

This Underrated Bank Stock Just Raised its Dividend for the 11th Straight Year

Fifth Third Bancorp (NYSE:FITB)'s latest dividend increase gives income investors another reason to look at the stock, but the key question is whether the bank can keep growing...

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September 27 - Dividend Stocks, Hedge Funds, News

Circle (CRCL) Loses its CFO and a Co-Founder on the Same Day

Circle Internet Group (NYSE:CRCL) disclosed on September 25 that chief financial officer Jeremy Fox-Geen is stepping down after more than five years in the role.

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September 27 - Hedge Funds, News

Texas Instruments Extends Dividend Growth Streak to 23 Years with 7% Raise

Texas Instruments Incorporated (NASDAQ:TXN) has raised its quarterly dividend by 7% to $1.52 per share from $1.42, bringing the annualized payout to $6.08.

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September 27 - Hedge Funds, News

Toyota’s $6.4 Billion Factory Bet Could Reshape its Manufacturing Future

Toyota Motor Corporation (NYSE:TM) estimates that modernizing its factories could require about 1 trillion yen ($6.4 billion) annually from 2028, covering Toyota, group companies...

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September 27 - Hedge Funds, News

S&P Global Expands into Onchain Finance with OpenZeppelin Deal

S&P Global Inc. (NYSE:SPGI) has agreed to acquire OpenZeppelin, a provider of smart-contract security infrastructure for onchain finance.

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September 27 - Hedge Funds, News

GM’s Diesel Push Could Protect Margins, but the Market is Shifting

General Motors Company (NYSE:GM) is sticking with diesel engines for the redesigned Chevrolet Silverado and GMC Sierra, which are scheduled to launch in the fourth quarter.

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September 27 - Hedge Funds, News

National Fuel’s Latest Move Could Redefine its Utility and Gas Businesses

National Fuel Gas Company (NYSE:NFG) said its board expects to complete its review by October 15 of a plan to separate the company into two publicly traded businesses.

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September 27 - Hedge Funds, News

Alibaba is Betting Bigger on AI as the Race for Scale Intensifies

Alibaba Group Holding Limited (NYSE:BABA) is deepening its full-stack AI strategy with a planned next-generation model containing 5 trillion to 10 trillion parameters, as much...

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September 27 - Hedge Funds, News

Here is Why BJ’s Wholesale Club (BJ) is a Good Investment

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) is the warehouse club nobody argues about. Costco gets the attention, and Sam's Club has Walmart behind it.

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September 27 - Hedge Funds, News

Novo Nordisk Searches for Growth Beyond its Biggest Franchise

Novo Nordisk A/S (NYSE:NVO) is defending its push to diversify beyond obesity as CEO Mike Doustdar signals that the company is willing to pursue deals to build growth outside ...

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September 27 - Hedge Funds, News

Amgen (AMGN) Sells its Deerfield Campus for $151 Million and Leases it Back

Amgen Inc. (NASDAQ:AMGN) has sold its office campus in Deerfield, Illinois, for $151 million.

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September 27 - Hedge Funds, News

Deckers (DECK) vs Crocs (CROX): Which is a Better Stock to Buy?

Deckers Outdoor Corporation (NYSE:DECK) owns Hoka and Ugg. Crocs, Inc. (NASDAQ:CROX) owns the clog and HeyDude. Both sell footwear that started as a niche and became ordinary.

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September 27 - Hedge Funds, News

Microsoft (MSFT) Puts GitHub’s Coding Engine Inside the App Office Workers Already Use

Microsoft Corporation (NASDAQ:MSFT) added a tool called Code to its Copilot app on September 25.

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September 27 - Hedge Fund Investor Letters, Hedge Funds, News

Coinbase (COIN) vs Strategy (MSTR): Which is a Better Stock to Buy?

Coinbase Global, Inc. (NASDAQ:COIN) and Strategy Inc (NASDAQ:MSTR) are the two ways most investors own crypto without owning any. Both have been punished.

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September 27 - Hedge Funds, News

Ford (F) Halts F-150 Production at Dearborn Over a Supplier Problem

Ford Motor Company (NYSE:F) has stopped building the F-150 at its Dearborn Truck Plant, according to a company memo.

Keep Reading →

September 27 - Hedge Funds, News

Can Medtronic’s (MDT) Core Units Keep Up With Management’s New Bets?

Medtronic plc’s (NYSE:MDT) investment thesis rests on accelerating growth across its key innovation platforms.

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September 27 - Hedge Funds, News

Immunovant (IMVT): One Trial Failure Doesn’t Break the Bull Case

We all have bad days. Immunovant, Inc. (NASDAQ:IMVT) had its latest bad day on September 23 after a clinical-trial setback, sending the shares lower.

Keep Reading →

September 27 - Hedge Funds, News

Ligand (LGND)-AvenCell Deal: Most of the Funding Is Tied to Milestones

Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) is building a business model that differs from that of many drug developers.

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September 27 - Hedge Funds, News

Aurora Innovation (AUR): What Could Drive AUR Higher or Lower From Here?

Aurora Innovation, Inc.

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September 27 - Hedge Funds, News

Can Credo Technology (CRDO) Turn 1.6T Optical Transceivers Into Its Next AI Growth Driver?

Credo Technology Group Holding Ltd (NASDAQ:CRDO) just broadened its ZeroFlap (ZF) optical transceiver offerings with a new 224G-based lineup.

Keep Reading →

September 27 - Hedge Funds, News

Foldables, AI Servers and India Expansion: What Lies Ahead for Apple (AAPL) Under the New CEO?

Jim Cramer recently labelled Apple Inc. (NASDAQ:AAPL) as a standout performer, reflecting on the company’s product focus under the leadership of new CEO, John Ternus.

Keep Reading →

September 27 - Hedge Funds, News

What Lies Ahead for Micron (MU) in the Upcoming Fourth Quarter Report?

Investor attention turns to Micron Technology Inc.’s (NASDAQ:MU) scheduled fourth quarter fiscal 2026 announcement on September 30.

Keep Reading →

September 27 - Hedge Funds, News

Is Walmart’s (WMT) Digital Transformation Paying Off?

Consensus sentiment around Walmart Inc.

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September 27 - Hedge Funds, News

Buybacks, Balance Sheet Strength and Portfolio Strategy in Focus for Shell (SHEL)

The second quarter of 2026 was the 19th back-to-back quarter where Shell plc (NYSE:SHEL) announced a share repurchase of at least $3 billion.

Keep Reading →

September 27 - Hedge Funds, News

AI Pivot Can Give Okta (OKTA)’s Growth Engine a Second Gear

Wall Street experts believe that Okta, Inc.

Keep Reading →

September 27 - Hedge Funds, News

Could AI Commerce Reshape Meta (META)’s Business Model?

Meta Platforms, Inc.

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September 27 - Hedge Funds, News

Will SanDisk (SNDK) Ride the Next Wave of AI-Driven NAND Demand?

SanDisk Corporation (NASDAQ:SNDK) is positioned to benefit from the rapid expansion of AI infrastructure as hyperscalers increase spending on training and inference workloads.

Keep Reading →

September 27 - Hedge Funds, News

What Catalysts Could Drive Qualcomm (QCOM)’s Stock Higher or Lower?

Qualcomm Incorporated (NASDAQ:QCOM) is increasingly focused on the premium smartphone market, where consumers tend to have greater purchasing power.

Keep Reading →

September 27 - Hedge Funds, News

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

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