Qualys (QLYS) Posts Double-Digit Growth And Still Raises The Bar
On August 4, Qualys Inc.
Insider Monkey Blog
JBT Marel (JBTM) Rides Record Orders Into A Messy Quarter
On August 3, JBT Marel Corporation (NYSE:JBTM) reported second-quarter 2026 results that read as two different companies stapled together.
Dianthus (DNTH) Piles Up Clinical Wins While Its Losses Widen
On August 4, Dianthus Therapeutics (NASDAQ:DNTH) reported second-quarter 2026 results alongside a stack of pipeline updates that touched nearly every program the company runs.
SoundHound AI Closed Its LivePerson Deal. Does the Acquisition Fix SOUN’s Scale Problem or Import LPSN’s Weaknesses?
LivePerson shareholders approved SoundHound AI's acquisition on September 2, and the companies completed the transaction on September 4.
Chagee’s (CHA) Overseas Boom Masks A Bruising Home Market Fight
On August 28, Chagee Holdings Limited (NASDAQ:CHA) reported second-quarter results that read like two different companies stitched together.
Jim Cramer Breaks Down P/E Multiples Explaining Why NVIDIA (NVDA) Looks Cheaper Than ServiceNow
During the September 2 episode of Mad Money, Jim Cramer broke down how nominal stock prices can misrepresent reality, as he offered a direct comparison between NVIDIA Corporation...
Hafnia (HAFN) Payouts Surge as Q2 Profit Hits Multi-Year High
On August 28, Hafnia Limited (NYSE:HAFN) reported second-quarter net profit of $277.8 million, its strongest quarterly result since the third quarter of 2022.
Jim Cramer Explains Why SanDisk (SNDK) Makes MongoDB (MDB) Look Expensive
When looking at stock market tickers, it is easy to fall into the trap of judging a company by its absolute dollar price rather than what is actually being paid for its earnings...
Jim Cramer Says “Own It, Don’t Trade It” as CVS Health Gains Momentum
A caller on the September 2 episode of Mad Money noted that CVS Health Corporation (NYSE:CVS) is up 21% this year, sports a 3% dividend, and trades at a 28 valuation compared ...
Jim Cramer on PG&E (PCG): Wildfire Liability Puts Growth Plans Under Pressure
On September 2, while discussing how California lawmakers failed to advance wildfire-liability reform, Mad Money host Jim Cramer mentioned PG&E Corporation (NYSE:PCG) and said...
AST SpaceMobile Director Bought $619,000 as Short Interest Reached 57.5 Million Shares. Is the Risk-Reward Turning?
AST SpaceMobile director Adriana Cisneros bought 10,822 shares through three related accounts on August 31.
Monolithic Power Revenue Jumped 48%. Can AI Power Chips Keep the Momentum Going?
On July 30, Monolithic Power Systems reported second-quarter revenue of $980.6 million, up 47.6% from a year earlier and 21.9% sequentially.
WhiteFiber’s Cloud and Colocation Revenue Grew With 6 Million Shares Sold Short. Is This AI Data-Center Bet a Squeeze or a Trap?
WhiteFiber's August 12 filing showed that second-quarter colocation and cloud-services revenue both increased, while 6.04 million shares were sold short at the August 14 settlement...
RingCentral Says Paid-AI Customers Now Represent 13% of ARR as Revenue Grew 6%. Has the Market Already Priced It In?
On July 23, RingCentral said customers using at least one paid native AI product represented about 13% of annual recurring revenue, and that measure had doubled year over year...
Robo.ai Says Three Months of Revenue Topped $180 Million. Why Does the Balance Sheet Still Look Fragile?
Robo.ai said preliminary revenue exceeded $180 million from June through August, primarily from QC Capital, which it acquired on June 15.
How A Closed Strait Turned Into A Cash Machine For BW LPG (BWLP)
On August 28, BW LPG (NYSE:BWLP) reported second-quarter results that captured just how strange the global LPG shipping market has become.
A Judge Spared Alphabet From an Ad-Tech Breakup but Ordered Changes. Does That Protect Its AI War Chest?
A federal judge on September 2 declined to force Google to sell major pieces of its advertising technology business, choosing conduct remedies instead.
Lam Research Legal Chief Sold $1.5 Million as AI Chip Demand Booms. Is the Signal Bearish?
Lam Research chief legal officer Ava Harter sold 5,000 shares at $302.46 on August 31, generating about $1.51 million and leaving her with 42,462 shares.
bioAffinity’s AI Lung-Cancer Stock Jumped Nearly 48% After a Reverse Split. What Would Have to Go Right?
bioAffinity Technologies jumped 47.95% on September 2, one day after announcing that it was advancing the potential use of CyPath Lung for post-treatment surveillance of lung-...
Sprinklr’s Revenue Grew Just 1% and the Stock Fell 9%. Can AI Innovation Break the Slump?
Sprinklr shares fell 8.55% on September 2 after the company reported fiscal second-quarter 2027 results.
Pagaya Posted a Record $45 Million Profit. Is AI Lending Finally Working?
On July 30, Pagaya Technologies reported a record $45 million of GAAP net income attributable to shareholders in the second quarter, giving investors a concrete profitability ...
Fluence Has a $6.4 Billion Backlog but Pushed $400 Million of Deliveries Out. Is the AI-Power Story Breaking?
In its August 5 results, Fluence Energy ended the fiscal third quarter with a $6.4 billion backlog, yet about $400 million of project deliveries moved into fiscal 2027.
Retail Investors Are Chasing Anthropic Before an IPO. Does Destiny Tech100 Offer Exposure or a Premium Trap?
A September 2 WallStreetBets thread asked how retail investors could gain Anthropic exposure before an initial public offering and listed Destiny Tech100 among several proxy routes...
Palantir Won a $127 Million Army Production Order and Still Fell 6%. Is the Valuation Finally Catching Up?
The U.S. Army moved its Tactical Intelligence Targeting Access Node, or TITAN, into production on September 1.
Western Digital Director Sold $2.5 Million After a Fourfold-Plus Run. Is AI Storage Momentum Peaking?
Western Digital director Stephanie Streeter's family trust sold 5,600 shares across August 31 and September 1 for $2,519,280.
Satya Nadella Sold $43 Million of Microsoft Under a Trading Plan. Is the Insider Signal Really Bearish?
Microsoft CEO Satya Nadella sold 86,525 shares on September 1 for approximately $43.39 million.
Vistra’s CEO Bought $1.17 Million of Stock After the Selloff. Is AI Power Demand Mispriced?
Vistra President and CEO James Burke bought 8,665 shares in three open-market purchases on August 24, August 31, and September 1, spending $1.17 million.
Can GSK’s Hepatitis B Breakthrough Become a £2 Billion Opportunity?
GSK plc (NYSE:GSK) has reached two important regulatory milestones involving treatments for chronic hepatitis B and rectal cancer.
Lilly Launches Foundayo in the UK as NICE Review Continues
Eli Lilly and Company (NYSE:LLY) has launched Foundayo in the United Kingdom, making Britain the first European country where the company’s oral treatment for weight management...
Could New Long-Term Data Support Capricor’s Duchenne Therapy?
Capricor Therapeutics, Inc. (NASDAQ:CAPR) has gained another opportunity to make the case for deramiocel, its experimental cell therapy for Duchenne muscular dystrophy.
Could Roche and Lilly’s Blood Test Make Alzheimer’s Assessment More Accessible?
Testing for Alzheimer’s-related brain changes has traditionally depended on procedures that can be expensive, invasive, or difficult to access.
Regenxbio’s Gene Therapy Faces Another FDA Setback in Hunter Syndrome
Regenxbio Inc. (NASDAQ:RGNX) suffered another setback in its effort to bring RGX-121 to patients with Hunter syndrome.
Alibaba’s Wan3.0 Expands Its AI Ambitions, Could Shareholders Be Paying the Bill?
Alibaba Group Holding Limited (NYSE:BABA) has introduced Wan3.0, its latest artificial-intelligence video-generation model, one day after announcing a HK$80 billion ($10.2 billion...
Five Below (FIVE) Reported Sales Growth and Authorized a $600M Repurchase Program. Can Recovery Fund Expansion and Capital Returns?
Five Below, Inc. (NASDAQ:FIVE) reported fiscal second-quarter net sales of $1.26 billion, up 22.9% from $1.03 billion one year earlier.
Guidewire (GWRE) Grew Fiscal 2026 ARR 19%. Can Cloud Economics Offset Slower Near-Term Growth?
Guidewire Software, Inc. (NYSE:GWRE) reported fiscal fourth-quarter revenue of $411.1 million, up 15%.
DocuSign (DOCU) Raised IAM’s Share of ARR to 15%. Can Platform Mix Lift Total ARR Growth Beyond Single Digits?
DocuSign, Inc. (NASDAQ:DOCU) reported fiscal second-quarter 2027 revenue of $875.7 million, up 9% year over year.
Victoria’s Secret (VSXY) Delivered 9% Comparable-Sales Growth. Can Regular-Price Momentum Survive Higher Marketing Spend?
Victoria's Secret & Co. (NYSE:VSXY) reported fiscal second-quarter net sales of $1.611 billion, up 10%, while comparable sales increased 9%.
Aehr Test Systems (AEHR) Climbs 13%; Hedge Fund Holdings Rocket by Eightfold
Aehr Test Systems (NASDAQ:AEHR) saw its share price climb by 13.10 percent on Friday as investors began positioning their portfolios ahead of business updates next week.
Toro Co (TTC) Grew Third-Quarter Sales 8.4%. Can Residential Gains Offset Professional Margin Compression?
The Toro Company (NYSE:TTC) reported fiscal third-quarter 2026 net sales of $1.226 billion, up 8.4% year over year.
Ambarella (AMBA) Grew 2Q Revenue 13.2% and Signed 7-Year Channel Agreements. Can Edge-AI Scale Reverse Margin Compression?
Ambarella, Inc. (NASDAQ:AMBA) reported fiscal second-quarter 2027 revenue of $108.1 million, up 13.2% from $95.5 million a year earlier.
Jim Cramer Bullish on MP Materials (MP) But Warns Investors Not to Expect Quick Results
A caller inquired about starting a position in MP Materials Corp.
Concrete Pumping (BBCP) Raised Outlook and Initiated a Dividend After Revenue Growth. Can Infrastructure Demand Fund Returns and Deleveraging?
Concrete Pumping Holdings, Inc. (NASDAQ:BBCP) reported fiscal third-quarter revenue of $116.8 million, up 12.6%, as U.S.
ChronoScale Says It Plans a 50 MW Microsoft AI Deployment. Can CHRN Fund the Build Without Diluting Shareholders?
ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 systems and liquid cooling.
AWS Plans 2 Million More NVIDIA GPUs. Is This Better News for AMZN’s Cloud Growth or NVDA’s Backlog?
AWS and NVIDIA said on August 26 that Amazon's cloud plans to deploy two million additional Blackwell Ultra, Rubin, and Rubin Ultra GPUs during 2027 and 2028.
Entergy Says Google’s Arkansas Solar Payments Could Total $2.1 Billion. Is Power Becoming Alphabet’s New Bottleneck?
Newly reported records put dollar figures on power infrastructure for Google's West Memphis data center, but Entergy says the first $716 million headline understated the full ...
Jim Cramer Discussed The Big Excitement At Gap Inc. (NYSE:GAP)
Apparel retailer Gap Inc. (NYSE:GAP) reported its second quarterearnings on August 27th.
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