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Insider Monkey Blog

Tectonic Therapeutic (TECX) Clears Two Trial Hurdles With Cash To Spare

On August 6, Tectonic Therapeutic (NASDAQ:TECX) reported second quarter results built around two clinical wins rather than sales figures, since this is a clinical stage biotech...

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September 10 - Hedge Funds, News

Chatham Lodging’s (CLDT) Room Rates Just Hit A Record High

On August 4, Chatham Lodging Trust (NYSE:CLDT) reported second-quarter results that showed a hotel operator squeezing more profit out of nearly every room it owns.

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September 10 - Hedge Funds, News

VTEX (VTEX) Just Turned A Profit Corner, But Growth Is Slowing

On August 6, VTEX (NYSE:VTEX) reported second-quarter results that read as two different companies stapled together.

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September 10 - Hedge Funds, News

NexPoint Residential (NXRT) Sees Improving Occupancy Despite Sliding Profits

On August 4, NexPoint Residential Trust Inc. (NYSE:NXRT) reported second-quarter 2026 results that pull in two directions at once.

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September 10 - Hedge Funds, News

W&T Offshore (WTI) Turns A Profit While Short Sellers Still Circle

On August 5, W&T Offshore (NYSE:WTI) announced second-quarter 2026 results that erased a rough start to the year and tacked on an 12th straight quarterly dividend.

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September 10 - Hedge Funds, News

On A Long Runway To Revenue, Terrestrial Energy (IMSR) Just Got A Little Shorter

On August 11, Terrestrial Energy Inc.

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September 10 - Hedge Funds, News

Kimball Electronics (KE) Bets Big On Medical Devices And Debt Paydown

On August 12, Kimball Electronics (NASDAQ:KE) reported fourth-quarter results for the period ended June 30, along with guidance for fiscal 2027.

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September 9 - Hedge Funds, News

Nuveen Churchill’s (NCDL) Payout Cushion Widens Even As Risk Flags Rise

On August 6, Nuveen Churchill Direct Lending Corp. (NYSE:NCDL) reported second quarter results that pulled in two directions at once.

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September 9 - Hedge Funds, News

Bit Digital (BTBT) Turns Its Ethereum Stash Into a Lending Machine

On August 13, Bit Digital (NASDAQ:BTBT) reported second-quarter revenue of $32.1 million, up 15% from the prior quarter, while narrowing its net loss to $107.2 million from $146...

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September 9 - Hedge Funds, News

One Customer’s Delay Can’t Hide ADTRAN’s (ADTN) Optical Surge

On August 4, ADTRAN Holdings Inc. (NASDAQ:ADTN) reported second-quarter revenue of $281.1 million, up 6.1% from a year earlier, for the period ended June 30.

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September 9 - Hedge Funds, News

Sportsman’s Warehouse (SPWH) Trades Flat Sales For A Cleaner Balance Sheet

On September 1, Sportsman's Warehouse Holdings (NASDAQ:SPWH) reported second-quarter results that read less like a growth story and more like a cleanup job finally paying off.

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September 9 - Hedge Funds, News

Sibanye Stillwater’s (SBSW) Record Half Comes With Strings Attached

On September 1, Sibanye Stillwater (NYSE:SBSW) reported figures that would have seemed unthinkable a year earlier.

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September 9 - Hedge Funds, News

NIO (NIO) Narrows Its Losses, But Can It Keep This Up?

On September 1, NIO Inc. (NYSE:NIO) reported second-quarter results that read like a company finally growing into its ambitions.

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September 9 - Hedge Funds, News

Medtronic’s (MDT) Heart Devices Are Suddenly Outgrowing The Rest Of Med-Tech

On September 1, Medtronic (NYSE:MDT) reported fiscal 2027 first-quarter results that blew past its own guidance, with revenue of $9.8 billion and organic growth of 13.7%.

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September 9 - Hedge Funds, News

G-III’s (GIII) $1.2B Bet On Life After Calvin Klein

On September 2, G-III Apparel (NASDAQ:GIII) reported second-quarter fiscal 2027 results one day after closing its acquisition of Marc Jacobs on September 1, a deal timed to land...

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September 9 - Hedge Funds, News

Cloudflare (NET) Soars 10.5% on Upbeat Outlook, Says Opportunities ‘Larger’ Than Business

Cloudflare Inc.

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September 9 - Market Movers, News

Academy Sports (ASO) Rockets 14% on Solid Q2 Despite Consumer Spending Tests

Academy Sports and Outdoors Inc.

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September 9 - Market Movers, News

Renforth Resources Completes Parbec Gold Deposit Field Work And Drill Core Sampling

Flecks of visible gold observed in a quartz-albite veinlet within PAR-26-149, the first undercut hole drilled in the stripped area at Parbec in August 2026, samples have been ...

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September 9 - News, Press Releases

UnitedHealth is Removing More Prior Authorizations, Can Simpler Care Pay Off?

UnitedHealth Group Incorporated’s (NYSE:UNH) insurance unit is removing prior-authorization requirements from a broad range of healthcare services beginning October 1.

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September 9 - Hedge Funds, News

Medtronic Raised its Outlook as Heart Devices Accelerate, But Can the Momentum Last?

Medtronic plc (NYSE:MDT) entered fiscal 2027 expecting solid growth.

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September 9 - Hedge Funds, News

Could Icotyde Become Johnson & Johnson’s Next Blockbuster in China?

Johnson & Johnson (NYSE:JNJ) has secured Chinese approval for Icotyde, its once-daily oral treatment for moderate-to-severe plaque psoriasis.

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September 9 - Hedge Funds, News

Jim Cramer Compares Palantir (PLTR) to an NFL Wide Receiver

During the Mad Money episode aired on September 8, Jim Cramer designated Palantir Technologies (NASDAQ:PLTR) as a portfolio wide receiver.

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September 9 - Hedge Funds, News

Can Oral Wegovy Help Novo Nordisk Capture China’s $4.46 Billion GLP-1 Opportunity?

Novo Nordisk A/S (NYSE:NVO) has moved one step closer to bringing its oral Wegovy treatment to China after the country’s drug regulator accepted the company’s marketing application...

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September 9 - Hedge Funds, News

ABM Industries (ABM) Posts Record Revenue Amid Aviation and M&D Strength

For its Q3 FY26, ABM Industries Inc. (NYSE:ABM) posted a record topline figure of $2.3 billion.

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September 9 - Hedge Funds, News

Strong Q1 Cash Flows Mask Order Softness for Daktronics (DAKT)

Daktronics Inc. (NASDAQ:DAKT) reported its Q1 FY27 results, showing continued momentum across core segments and its strategic push.

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September 9 - Hedge Funds, News

ServiceTitan (TTAN) Bets on Max Despite Near-Term Headwinds

On September 8, ServiceTitan, Inc. (NASDAQ:TTAN) reported its fiscal second-quarter financial results, which showed impressive growth.

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September 9 - Hedge Funds, News

GE Aerospace (GE) Is Paying $12 Billion to Fix Its Biggest Bottleneck. Is It Worth It?

On September 8, 2026, GE Aerospace (NYSE:GE) agreed to buy Consolidated Precision Products (CPP) for $11.75 billion.

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September 9 - Hedge Funds, News

Is CrowdStrike Holdings (CRWD) Stock Still the Better Cybersecurity Bet as Rubrik (RBRK) Accelerates?

Two cybersecurity heavyweights, Rubrik, Inc. (NYSE:RBRK) and CrowdStrike Holdings, Inc.

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September 9 - Hedge Funds, News

Braze (BRZE) Posted a Strong Q2. Are Investors Still Cautious?

Braze Inc. (NASDAQ:BRZE) turned in a strong second quarter.

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September 9 - Hedge Funds, News

Is Salesforce (CRM)’s Agentforce Growth Enough to Outpace F5 (FFIV)’s AI Security Momentum?

On September 2, F5, Inc. (NASDAQ:FFIV) announced a key integration with MuleSoft, a Salesforce, Inc.

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September 9 - Hedge Funds, News

Could AstraZeneca (AZN)’s Stronger Growth Make it a Better Bet than Amgen (AMGN)?

On August 27, AstraZeneca PLC (NYSE:AZN) and Amgen Inc. (NASDAQ:AMGN) scored a shared clinical victory.

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September 9 - Hedge Funds, News

Could Shell (SHEL)’s Superior Cash Flow Make It a Better Bet Than BP (BP)?

On September 2, Shell Offshore, a subsidiary of Shell plc (NYSE:SHEL), announced the acquisition of a 30% working interest in Conifer, an exploration prospect operated by BP p...

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September 9 - Hedge Funds, News

Could Bristol-Myers Squibb (BMY) Outperform Novartis (NVS) as CAR-T Safety Concerns Shake the Sector?

The pharmaceutical sector was hit with major pipeline news on September 1 when Novartis AG (NYSE:NVS) paused eight clinical trials of rap-cel, its experimental CAR-T cell therapy...

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September 9 - Hedge Funds, Stock Analysis

Could Advanced Micro Devices (AMD)’s Partnership With Cisco Systems (CSCO) Unlock a Massive Middle East AI Opportunity?

On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc.

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September 9 - Hedge Funds, News

Casey’s (CASY) Growth Plan Is Gaining Traction—Can It Keep Delivering?

Casey's General Stores Inc.

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September 9 - Hedge Funds, News

Could Hewlett Packard (HPE)’s Oracle Corporation (ORCL) Partnership Turn AI Networking into its Next Growth Engine?

Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle’s global AI infrastructure...

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September 9 - Hedge Funds, News

Intel (INTC) and ASML Move High-NA EUV Into Production. Can the Economics Catch Up?

Intel Corporation (NASDAQ:INTC) and ASML Holding N.V.

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September 9 - Hedge Funds, News

Is AbbVie (ABBV)’s $10.9 Billion Apogee Therapeutics (APGE) Deal the Next Catalyst for Growth?

On September 3, AbbVie Inc. (NYSE:ABBV) finalized its acquisition of clinical-stage biotech Apogee Therapeutics, Inc. (NASDAQ:APGE) for $135.11 per share in cash.

Keep Reading →

September 9 - Hedge Funds, News

Could Apple (AAPL) Stock Win as Intel Corporation (INTC) Fades from the Mac Ecosystem?

Apple Inc. (NASDAQ:AAPL) and Intel Corporation (NASDAQ:INTC) represent two sides of a historical silicon transition.

Keep Reading →

September 9 - Hedge Funds, News

Jim Cramer Explains Why He Picks Apple (AAPL) as His Ultimate Portfolio “Quarterback”

During the episode aired on September 8, Mad Money host Jim Cramer turned his focus to Apple Inc.

Keep Reading →

September 9 - Hedge Funds, News

Is HealthStream (HSTM) a Better Healthcare Bet Than Humana (HUM) Right Now?

On August 11, Humana Inc. (NYSE:HUM) announced that its Medicaid plan, Humana Healthy Horizons in Indiana, is collaborating with HealthStream, Inc. (NASDAQ:HSTM).

Keep Reading →

September 9 - Hedge Funds, News

Braze (BRZE) Posts Strong Q2, But Why Is the Stock Falling?

Braze, Inc. (NASDAQ:BRZE) reported strong Q2 results on September 8, but investors appeared more focused on the company’s outlook.

Keep Reading →

September 9 - Hedge Funds, News

Jim Cramer Discusses the Manufacturing Recovery at GE Aerospace (GE) and Boeing (BA)

During a September 8 episode of Mad Money, Jim Cramer examined the broader aerospace ecosystem following GE Aerospace’s (NYSE:GE) nearly $12 billion agreement to acquire castings...

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September 9 - Hedge Funds, News

Could Tesla’s (TSLA) Cybercab Unlock a New Growth Driver?

Tesla, Inc. (NASDAQ:TSLA) is moving further into the autonomous-driving market as it has started offering robotaxi rides using its Cybercab.

Keep Reading →

September 9 - Hedge Funds, News

Ollie’s (OLLI) Earnings Jump 43% Despite Falling Comparable Sales—Can Store Growth Keep It Going?

Ollie's Bargain Outlet Holdings Inc.’s (NASDAQ:OLLI) second quarter results were characterized by robust loyalty membership growth, store count expansion, and a notable boost...

Keep Reading →

September 9 - Hedge Funds, News

Netskope (NTSK) Rides AI Security Wave to 29% Topline Growth

Netskope Inc. (NASDAQ:NTSK) announced its second quarter results on September 2.

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September 9 - Hedge Funds, News

What Comes Next for NetApp (NTAP) After Enhanced Product Strategy and Record Earnings

On September 2, NetApp Inc. (NASDAQ:NTAP) reported its Q1 FY27 results, posting record quarterly net revenue of $2.03 billion.

Keep Reading →

September 9 - Hedge Funds, News

Credo (CRDO) Has Nearly 38% Upside to Rosenblatt’s Target—What’s Holding It Back?

On September 2, Michael Genovese from Rosenblatt Securities reiterated his Neutral rating for Credo Technology Group Holding Ltd (NASDAQ:CRDO).

Keep Reading →

September 9 - Hedge Funds, News

Jim Cramer Picks J&J (JNJ) Over Eli Lilly (LLY) and Pfizer (PFE) Among These Healthcare Stocks

On September 3, a caller asked whether to rotate out of artificial intelligence stocks and add to Eli Lilly and Company (NYSE:LLY) rather than chase Johnson & Johnson (NYSE:JNJ...

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September 9 - News

After Years of Sideways Trading, Jim Cramer Sees New Life in Box, Inc. (BOX)

Answering a caller’s query about Box, Inc.

Keep Reading →

September 9 - News

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