Should You Be Bullish on Fastly (FSLY)?
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
Insider Monkey Blog
Below-Expected Earnings Pressured Shake Shack (SHAK) in Q2
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
Carillon Eagle Small Cap Growth Fund’s Q2 2026 Investor Letter
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
SanDisk Corp’s (SNDK) Impact on Small/Mid Cap Returns
Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Veeco Instruments (VECO): Results Far Exceed Expectations Amid Memory Capacity Boom
Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
This Strategy Sees Value in Methanex (MEOH) Despite a Near-Term Cash Flow Pullback
Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
How Montgomery v. Caribe Supercharges Knight-Swift’s (KNX) Scale Advantage
Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Here’s Why This Strategy Decided to Exit Charles River Laboratories (CRL)
Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Sustainable Value Strategy’s Q2 2026 Investor Letter
Riverwater Partners, an investment management company, released its "Sustainable Value Strategy" Q2 2026 investor letter.
Tokenized Equities and AI Disruption Threaten Broadridge Financial Solutions’ (BR) Market Share
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Jack Henry & Associates (JKHY): Why Disruption Risks Appear Overstated
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Motorola Solutions (MSI) Powering Essential Communications for First Responders
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Fenimore Bets on NASDAQ’s (NDAQ) Non-Transactional Revenue Streams
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Fenimore Dividend Focus Strategy’s Q2 2026 Investor Letter
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.
Four Launches From 100: Rocket Lab Gets a Bullish New Call, With Iridium and Mynaric Along for the Ride
Rocket Lab Corporation (NASDAQ:RKLB) is approaching a milestone, and Wall Street recently offered it a new vote of confidence that extends beyond the company's own rockets.
Boeing and Lockheed Martin Both Cash In on the Pentagon’s Contract Calendar
On September 14, the Pentagon announced nearly $1.9 billion in contract awards and potential contract value involving two of its largest prime contractors, showing how the US ...
“Who Can Imagine What Action One Might Take”: Musk’s Latest Non-Answer Sends Tesla and SpaceX Higher
Elon Musk seems to have developed a pattern: when asked explicitly whether he plans to potentially merge Tesla, Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp.
“Our Targets Haven’t Changed”: Broadcom’s CEO Pushes Back on the AI Slowdown Scare
When Anthropic CEO Dario Amodei wrote a weekend essay proposing that the AI industry should deliberately restrict its pace of progress, few companies were more dependent on the...
Same Conference, Same Day, Same Bet: Chevron and ExxonMobil Double Down on LNG
Two of America's leading energy companies chose the same week, the same city, and virtually the same stage to make the same bet: that the world's demand for liquefied natural ...
Jim Cramer on Hub Group (HUBG): “Got to Wait Till Oil Calms Down”
Inquiring about Hub Group, Inc. (NASDAQ:HUBG), a caller asked if it is a buy right now during the lightning round of the September 16 episode of Mad Money.
H World (HTHT) Cleared Its $2B Promise Early, Then Topped It
On August 17, H World Group (NASDAQ:HTHT) said it had wrapped up its 2024 commitment to return $2 billion to shareholders ahead of schedule. Then it approved a bigger one.
Most Qorvo (QRVO) Bondholders Said Yes, but Skyworks (SWKS) Is Still Waiting
On September 18, Skyworks Solutions (NASDAQ:SWKS) extended the deadline on its offers to swap Qorvo (NASDAQ:QRVO) bonds for new Skyworks debt, moving it to September 25.
A Cyber Intelligence Veteran Now Runs Masco’s (MAS) AI Agenda
On September 15, Masco Corporation (NYSE:MAS) gave technology its own seat on the Executive Committee, creating a Chief Technology and AI Officer role and filling it with Yaron...
Textron (TXT) Unveils a Cargo Plane Concept That Needs No Pilot
On September 14, Textron (NYSE:TXT) unit Textron Aviation and Merlin, an autonomous flight software company, introduced a cargo plane concept with nobody at the controls.
Ares Capital (ARCC) Raised $750M Through 2033 Notes. Should Dividend Fans Care?
On September 8, Ares Capital (NASDAQ:ARCC) priced $750 million of unsecured notes paying 6.250% and maturing on September 15, 2033.
Four-Year-Old iPhones Are Hitting Trade-In Bins, and Assurant (AIZ) Is Ready
On August 27, Assurant (NYSE:AIZ) released data showing that mobile trade-in programs handed $1.43 billion back to US consumers in the second quarter of 2026.
Tempus AI (TEM) Is Building a Heart Failure Agent That Never Sleeps
On September 9, Tempus AI (NASDAQ:TEM) said ARPA-H, a US health research agency, picked it to build an AI that treats heart failure patients without a clinician stepping in.
Logitech (LOGI) Wants To Hand Coders A Remote Control For AI
On September 8, Logitech (NASDAQ:LOGI) announced the MX Keypad, a customizable set of physical keys that lets developers trigger AI coding agents and run commands with one press...
Akamai (AKAM) Wants to Be the Bouncer for Your AI Agents
On September 10, Akamai Technologies (NASDAQ:AKAM) expanded its work with integration platform MuleSoft to help companies spot the hidden APIs and AI agent connections that leave...
Emera (EMA) Closes the Book on New Mexico, But Earnings Still Flinch
On August 12, Emera (NYSE:EMA) finished selling New Mexico Gas Company, an Albuquerque-based regulated gas utility, to Bernhard Capital Partners.
RB Global (RBA) Is Betting Up To $1B On Its Own Stock
On September 15, RB Global (NYSE:RBA) said it is lifting its buyback ceiling to $1 billion from $500 million.
Why Jones Lang LaSalle (JLL) Is Betting on a Brand-New Operations Boss Now
On September 16, Jones Lang LaSalle (NYSE:JLL) named Paul Morgan its Chief Operating Officer and gave him a seat on the Global Executive Board, where he reports to CEO Christian...
Ascendis Pharma (ASND) Authorizes $400M Share Buyback
On September 14, Ascendis Pharma A/S (NASDAQ:ASND) said its Board had authorized buying back up to $400 million of its own ordinary shares.
RBC Bearings (RBC) Writes a Small Check While Its Big Numbers Keep Climbing
On August 10, RBC Bearings Incorporated (NYSE:RBC) said Dodge Industrial, Inc., one of its subsidiaries, bought PSC Couplings, LLC, in an asset purchase for $24.2 million in cash...
A Mystery Buyer Placed a 450-Megawatt Bet on INNIO’s (INIO) Gas Engines
On September 17, INNIO (NASDAQ:INIO) announced that an unnamed US energy company had ordered 450 megawatts of its Jenbacher J624 gas engines, with delivery expected by 2028.
Pan American Silver (PAAS) Updates its Reserve Base. How Much Growth Reflects Better Mines?
Pan American Silver Corp.
Halozyme Therapeutics (HALO) Proposes $1.05B in Convertibles. Is More Time Worth the Cost?
Halozyme Therapeutics, Inc. (NASDAQ:HALO) announced on September 16 a proposed $1.05 billion offering of convertible senior notes due October 1, 2033.
Mechanics (MCHB) Sells Most of its Runoff Auto Portfolio. Can Redeployment Improve Earnings?
Mechanics Bancorp (NASDAQ:MCHB) announced September 16 that its wholly owned subsidiary, Mechanics Bank, had completed the sale of approximately $417 million of performing indirect...
Unisys (UIS) Transfers $200M of Pension Obligations. Does the Charge Obscure Progress?
Unisys Corporation (NYSE:UIS) announced on September 16 that it had closed an agreement with New York Life Insurance Company to transfer approximately $200 million of U.S.
A Failed Auction and a 15% Drop: Is Cooper Companies (COO) a Value Trap or a Bargain?
For almost nine months, The Cooper Companies, Inc. (NASDAQ:COO) has been trying to sell its CooperSurgical unit.
Plains All American (PAA) Signs $585M Deal. Can Spare Capacity Lift Returns?
Plains All American Pipeline, L.P.
Lennox is Down 38% and Trading at 52-Week Lows. Bargain or Value Trap?
Deutsche Bank downgraded Lennox International Inc. (NYSE:LII) to Hold on September 14, 2026, but left the price target at $444.
American Eagle (AEO) Holds its Forecast Steady, But Investors Sell Anyway
On September 9, 2026, Reuters reported that American Eagle Outfitters, Inc.
Huntington Cut Its Outlook Right as the Fed Hiked. First Crack in Regional-Bank Margins?
Huntington Bancshares Incorporated (NASDAQ:HBAN) dropped 5.55% to $15.82 on September 16, 2026, close to its 52-week low.
Apple (AAPL)’s New CEO Bets Big on a $1,999 Foldable iPhone
On September 9, 2026, Apple Inc.
Analog Devices (ADI) Bets $1.35 Billion on Chips that Let Machines Think for Themselves
On September 9, 2026, Analog Devices, Inc.
Casey’s (CASY) Beats on Profit, but a Soft Sales Number Sends the Stock Tumbling
On September 9, 2026, Casey's General Stores, Inc.
Signet Jewelers (SIG) Swings to a Profit and Signs a Credit Deal Worth $1 Billion
On September 9, 2026, Signet Jewelers Limited (NYSE:SIG) reported second-quarter net profit of more than $52 million, reversing a net loss of over $9 million a year earlier, with...
Jersey Mike’s (JMKE) Posts its First Public Earnings, and the Numbers Back Up the Growth Story
On September 9, 2026, Jersey Mike's Subs Inc.
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