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Insider Monkey Blog

Warner Music (WMG) Bets its AI Truce with Suno Can Turn into a New Revenue Line

On September 9, 2026, Reuters reported that AI music startup Suno launched a new suite of models, including its flagship v6 and exploratory v6-Wild, built in partnership with ...

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September 20 - Hedge Funds, News

Jim Cramer on Iron Mountain (IRM): “It’s Been an Incredible Stock”

Toward the end of the lightning round on September 17, a caller asked for Mad Money’s host Jim Cramer’s thoughts on Iron Mountain Incorporated (NYSE:IRM), and he replied: ...

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September 20 - Hedge Funds, News

Two Years In, Starbucks (SBUX)’s CEO Niccol has Won Back Customers. Now Wall Street Wants Margins

On September 9, 2026, Reuters reported that CEO Brian Niccol's first two years as Starbucks Corporation (NASDAQ:SBUX) CEO have succeeded in bringing customers back to the coffee...

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September 20 - Hedge Funds, News

Lululemon (LULU): Wall Street Keeps Cutting Targets, But Nobody’s Calling It Cheap Enough to Buy

On September 3, 2026, lululemon athletica inc. (NASDAQ:LULU) reported second-quarter fiscal 2026 results for the period ended August 2, 2026.

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September 20 - News

Amazon (AMZN)’s Debut Sterling Bond Sale Prices Bigger, But Demand Cools from Alphabet’s

On September 9, 2026, Reuters reported that Amazon.com, Inc.

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September 20 - Hedge Funds, News

Nokia (NOK) Gets a Buy Rating, But Q2 Operating Loss Raises Questions

On September 17, B. Riley initiated coverage of Nokia Oyj (NYSE:NOK), giving the stock a Buy rating and setting the price target at $15.

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September 20 - Hedge Funds, News

Tesla (TSLA)’s Autopilot Software Wins Over a Sixth European Country

On September 8, 2026, Reuters reported that Slovenia approved Tesla, Inc. (NASDAQ:TSLA)'s FSD Supervised driver-assistance system for its roads.

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September 20 - Hedge Funds, News

ASML (ASML) and Chip Giants like TSMC Plot a Bigger Canvas for Building AI Chips

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers.

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September 20 - Hedge Funds, News

KeyBanc Raises AppFolio (APPF) Price Target: What Investors Need to Know

On September 17, KeyBanc lifted its price target on AppFolio, Inc.

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September 20 - Hedge Funds, News

Nordson’s (NDSN) New Vantage XL Addresses Increasing Advanced Semiconductor Packaging Demand

The launch of ASYMTEK Vantage XL comes at a time when demand for advanced semiconductor packaging solutions is accelerating.

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September 20 - Hedge Funds, News

Amazon (AMZN) Taps the UK Bond Market for the First Time to Help Fund its AI Buildout

On September 8, 2026, Reuters reported that Amazon.com, Inc.

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September 20 - Hedge Funds, News

Amazon (AMZN) Sued Again, This Time over How it Treats Pregnant Warehouse Workers

On September 8, 2026, Reuters reported that Amazon.com, Inc.

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September 20 - Hedge Funds, News

The AI Slowdown Trade Has Some Winners: CrowdStrike and Palo Alto Rally While Chips Fall

When Anthropic CEO Dario Amodei wrote an essay advocating that the AI sector should purposefully restrict its rate of progress, the initial market reaction appeared to be a simple...

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September 20 - News

Boeing (BA) Completes 13-Satellite O3b mPOWER Constellation — Here’s What It Means for Defense Growth

Following the successful launch of its last three O3b mPOWER satellites, The Boeing Company (NYSE:BA) has completed its 13-satellite constellation for operator SES.

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September 20 - Hedge Funds, News

Investigators Dig into Landing Speed and Runway Safety After Amazon (AMZN)’s Fatal Miami Crash

On September 7, 2026, the Wall Street Journal reported that federal investigators are examining the landing speed, braking systems, and weather conditions of a fatal Amazon.com...

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September 20 - Hedge Funds, News

Jersey Mike’s (JMKE) Owns the Sub Business. Winning Over Younger Diners is the Next Fight  

On September 1, 2026, the Wall Street Journal reported that Jersey Mike's Subs Inc.

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September 20 - Hedge Funds, News

Bally’s (BALY)’s Casino Building Spree Triggers a ‘Going Concern’ Warning  

The Wall Street Journal reported that Bally's Corporation (NYSE:BALY) is facing mounting financial strain as it pursues an aggressive expansion strategy after the casino operator...

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September 20 - Hedge Funds, News

MDA Space (MDA) Bets on Homegrown Innovation with New LaunchPad Ventures Program

MDA Space Ltd. (NYSE:MDA) has committed to offer support to small and mid-sized companies in Canada, which are engaged in the development of space and defense capabilities.

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September 20 - Hedge Funds, News

Bitdeer (BTDR) Fully Contracts A102. Can Signed Demand Become Profitable AI Revenue?

Bitdeer Technologies Group (NASDAQ:BTDR) reiterated in its September 16 operating update that it had fully contracted graphics processing unit (GPU) capacity at its A102 facility...

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September 20 - Hedge Funds, News

What Lies Ahead for Marcus & Millichap (MMI) Following These Multifamily Asset Sales

Institutional Property Advisors (IPA), a division of Marcus & Millichap (NYSE:MMI), finalized the sale of two Oregon apartment communities for a total consideration of $83 million...

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September 20 - Hedge Funds, News

Medical Properties Trust (MPT) Receives $371M. Will Debt Reduction Outweigh Lost Rent?

Medical Properties Trust, Inc. (NYSE:MPT) has converted two hospital investments into cash, giving management another opportunity to reduce borrowing.

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September 20 - Hedge Funds, News

Willis Lease Finance (WLFC) Bets on Malaysia for Next Phase of Global Expansion

Recent land acquisition in Malaysia backs Willis Lease Finance Corp.’s (NASDAQ:WLFC) plans to expand its global maintenance footprint.

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September 20 - Hedge Funds, News

Chord Energy (CHRD) Signs $550 Million Marcellus Sale. Is Greater Focus Worth it?

Chord Energy Corporation (NASDAQ:CHRD) announced on September 16 that a subsidiary had agreed to sell its non-operated Marcellus assets for $550 million in gross consideration...

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September 20 - Hedge Funds, News

Semtech’s (SMTC) LoRa Plus Expansion Is Bigger Than Two New Chips

Semtech Corp.

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September 20 - Hedge Funds, News

LuxExperience (LUXE) Reports NET-A-PORTER and MR PORTER Growth. Are Customers Returning?

LuxExperience B.V.

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September 20 - Hedge Funds, News

Lennar (LEN) Cuts Delivery Forecast. Can Construction Savings Offset Heavy Incentives?

Lennar Corporation (NYSE:LEN) is building homes faster and more cheaply, but affordability pressures continue to limit profitability.

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September 20 - Hedge Funds, News

RB Global (RBA) Doubles its Buyback Authorization. Can Cash Generation Support it?

RB Global, Inc. (NYSE:RBA) doubled its buyback authorization as profits expanded, putting cash generation at the center of the investment case.

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September 20 - Hedge Funds, News

Halliburton (HAL) Wins Integrated Cyprus Contract. Can Broader Services Improve Returns?

Halliburton Company (NYSE:HAL) announced a multi-year contract from Eni S.p.A. (NYSE:E) on September 15 for the Cronos ultra-deepwater development offshore Cyprus.

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September 20 - Hedge Funds, News

HCA Healthcare (HCA) Acquires a Healthcare College. Can Training Capacity Improve Staffing?

HCA Healthcare, Inc. (NYSE:HCA) announced on September 15 that it had completed its acquisition of The College of Health Care Professions.

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September 20 - Hedge Funds, News

Navan’s (NAVN) Collaboration with Engine Offers New Lever for Platform Stickiness

Navan Inc.’s (NASDAQ:NAVN) strategic alliance with Engine, a provider of travel and spend technology solutions, is targeted toward offering more choices to travelers.

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September 20 - Hedge Funds, News

Red Violet (RDVT) Expands FOREWARN Reach Through This Latest Partnership

Red Violet Inc.’s (NASDAQ:RDVT) wholly-owned subsidiary, FOREWARN, has revealed its latest collaboration with the Pacific West Association of REALTORS (PWR).

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September 20 - Hedge Funds, News

Streaming’s Biggest Rivals Just Became Allies in Washington

Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), and Alphabet Inc.

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September 20 - News

Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once

Wall Street's patience with the athletic footwear and apparel industry's recovery is wearing thin.

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September 20 - Hedge Funds, News

Orion Energy (OESX) Raises Guidance. How Firm is the Retailer Opportunity?

Orion Energy Systems, Inc.

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September 20 - Hedge Funds, News

Axon Enterprise (AXON) Prices $1B of Zero-Coupon Notes. What is the Real Cost?

Axon Enterprise, Inc. (NASDAQ:AXON) announced on September 16 that it priced $1 billion of 0% convertible senior notes due September 15, 2031.

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September 20 - Hedge Funds, News

Sabre (SABR) Prices $1.35B of Secured Notes. Is the Breathing Room Worth the Cost?

Sabre Corporation (NASDAQ:SABR) priced an upsized $1.35 billion offering of 9.875% senior secured notes on September 15 through its subsidiary, Sabre Financial Borrower, LLC.

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September 20 - Hedge Funds, News

Brookfield Business (BBUC) Joins Reliance Deal. What Returns Can it Capture?

Brookfield Business Corporation (NYSE:BBUC) will participate in Brookfield’s proposed acquisition of Reliance Worldwide Corporation, announced September 15.

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September 20 - Hedge Funds, News

Lindblad Expeditions (LIND) Buys White Desert Control. Can Antarctic Land Travel Lift Returns?

Lindblad Expeditions Holdings, Inc.

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September 20 - Hedge Funds, News

Vera Bradley (VRA) Returns to Operating Profit. Can the Recovery Outlast Tariff Refunds?

Vera Bradley, Inc. (NASDAQ:VRA) reported on September 15 that fiscal 2027 second-quarter revenue from continuing operations increased 1.1% to $71.6 million.

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September 20 - Hedge Funds, News

SPX Technologies (SPXC) Buys FIS Water for $410M. Can Water Management Lift Cooling Returns?

SPX Technologies, Inc.

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September 20 - Hedge Funds, News

LifeMD (LFMD) Secures AT&T Partnership. Can Free Memberships Produce Paying Patients?

LifeMD, Inc.

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September 20 - Hedge Funds, News

Trip.com (TCOM) Books RMB5.2 Billion Penalty. Can Overseas Growth Offset Domestic Pressure?

Trip.com Group Limited (NASDAQ:TCOM) reported second-quarter 2026 net revenue of RMB15.7 billion, up 6% year over year, in results released September 15.

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September 20 - Hedge Funds, News

Forgent Power (FPS) Reports $3B Backlog. Can Manufacturing Keep Up?

Forgent Power Solutions, Inc. (NYSE:FPS) reported fiscal fourth-quarter revenue of approximately $462 million on September 15, up 94% year over year.

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September 20 - Hedge Funds, News

RF Industries (RFIL) Reports Stronger Profits. Can New Orders Sustain the Improved Product Mix?

RF Industries, Ltd. (NASDAQ:RFIL) reported stronger fiscal third-quarter results on September 14.

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September 20 - Hedge Funds, News

Sempra (SRE) Adds a 20-Year LNG Agreement. How Much Commercial Risk Does it Remove?

Sempra (NYSE:SRE) added a long-term customer commitment on September 14, when its infrastructure subsidiary announced a 20-year sales and purchase agreement with Petróleo Brasileiro...

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September 20 - Hedge Funds, News

Bloom Energy (BE) Unveils a New Power Play for the AI Boom

Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply...

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September 20 - Hedge Funds, News

Exxon (XOM) Eyes a Return to Venezuela After Nearly Two Decades Away

A Wall Street Journal report on September 16 revealed that ExxonMobil Holdings Corporation (NYSE:XOM) is nearing a preliminary agreement with Venezuela’s state-owned PDVSA, ...

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September 20 - Hedge Funds, News

BMO Sees Phillips 66 (PSX) Breaking into New Highs

Phillips 66 (NYSE:PSX) has been on a strong rally this year, posting gains of over 110% since the beginning of 2026.

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September 20 - Hedge Funds, News

Centrus Energy (LEU) Lands New HALEU Deal with Antares

Centrus Energy Corp.

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September 20 - Hedge Funds, News

Definium’s LSD Pill Clears a Second Anxiety Trial, and the Psychedelics Sector Is Watching

Definium Therapeutics, Inc.

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September 20 - Hedge Funds, News

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