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Insider Monkey Blog

A TeraWulf Director Sold $2 Million After Its $19 Billion Anthropic Deal. Should Investors Care?

TeraWulf reported on September 1 that director Walter Carter sold 130,626 shares at an average price of $15.141 on August 31, a transaction worth approximately $1.98 million.

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September 2 - News, Stock Analysis

Tempus AI Got an $80 Target and 28% Upside Call. Is Wall Street Underestimating Its Healthcare Data Moat?

Tempus AI received a fresh vote of confidence on September 2 as Cantor Fitzgerald initiated coverage with an Overweight rating and an $80 price target.

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September 2 - News, Stock Analysis

Sam Altman-Backed Merge Labs Picked Butterfly’s Chips for Brain Interfaces. Is This the Breakout BFLY Needed?

Butterfly Network has found a use for its ultrasound chips far beyond bedside imaging.

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September 2 - News, Stock Analysis

Soros Fund Management Increased Micron Nearly Eightfold. Is AI Memory Still One of the Best Chip Trades?

Soros Fund Management made a dramatic percentage increase in Micron during Q2.

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September 2 - News, Stock Analysis

Billionaire Dan Loeb Exited Nvidia and Broadcom. Is He Calling the Top in AI Chips?

Dan Loeb's Third Point exited its remaining Nvidia and Broadcom common-share positions during Q2, according to the firm's August 14 Form 13F.

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September 2 - News, Stock Analysis

Bridgewater Cut Nvidia 18% and More Than Doubled Vistra. Is It Rotating From Chips to Power?

Bridgewater Associates made opposite moves in two of AI's most important bottlenecks during Q2, disclosed in its August 14 filing.

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September 2 - News, Stock Analysis

Leopold Aschenbrenner’s AI Fund Was Forced to Sell. Were Micron and SanDisk Wrong—or Just the Leverage?

Leopold Aschenbrenner's Situational Awareness fund disclosed an extraordinary concentration in AI infrastructure by June 30, according to a Form 13F filed on August 14.

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September 2 - News, Stock Analysis

CrowdStrike Is Putting GPT-5.6 Cyber Inside Falcon. Is OpenAI Becoming a Cybersecurity Distribution Partner?

CrowdStrike and OpenAI are turning a model partnership into a security distribution deal. On September 2, CrowdStrike Holdings, Inc.

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September 2 - News, Stock Analysis

Altria Group (MO) Challenges FDA Review System as Smoke-Free Strategy Takes Center Stage

Altria Group, Inc. (NYSE:MO), the maker of Marlboro cigarettes, is suing the U.S. Food and Drug Administration over the way it reviews new tobacco products.

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September 2 - Hedge Funds, News

Brown-Forman (BF-B) Struggles with Weak Spirits Demand and Canada Headwinds

Brown-Forman Corporation (NYSE:BF-B), the maker of Jack Daniel’s, warned that alcohol demand in developed markets is likely to remain weak through fiscal 2027.

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September 2 - Hedge Funds, News

PG&E (PCG)’s $2 Billion Spending Deferral Raises Questions Over its Growth Outlook

PG&E Corporation (NYSE:PCG) has launched a strategic review and plans to defer about $2 billion of its planned 2027 spending after California lawmakers failed to move forward ...

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September 2 - Hedge Funds, News

Wegovy’s German Debut Opens a New Front for Novo Nordisk (NVO)

Novo Nordisk A/S (NYSE:NVO) has launched its Wegovy weight-loss pill in Germany, making it the first country in the European Union where the oral version of the drug is available...

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September 2 - Hedge Funds, News

Novartis (NVS)’s Cell Therapy Promise Meets a Safety Challenge

Novartis AG (NYSE:NVS) has paused eight clinical trials of its experimental CAR-T therapy rap-cel after three patients died following severe immune reactions.

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September 2 - Hedge Funds, News

Ares Management (ARES) Finds Opportunity in Student Housing as Demand Remains Resilient

Ares Management Corporation (NYSE:ARES) and The Scion Group have acquired four U.S.

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September 2 - Hedge Funds, News

Dell Technologies (DELL) Raises the Bar Again as AI Demand Fuels Another Strong Quarter

Dell Technologies Inc. (NYSE:DELL) delivered another strong quarter, with AI infrastructure demand pushing both results and expectations higher.

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September 2 - Hedge Funds, News

ArcelorMittal (MT)’s Italian Exit Raises Questions About Growth and Capital Discipline

Based on the Bloomberg report, ArcelorMittal S.A.

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September 2 - Hedge Funds, News

A Bigger Geothermal Bet: What Google’s Fervo Deal Could Mean

Fervo Energy Company (NASDAQ:FRVO) has signed its largest-ever geothermal power agreement with Google, under which it will supply nearly 400 megawatts of electricity from its ...

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September 2 - Hedge Funds, News

GoPro’s Next Opportunity Could Lie Beyond the Action-Camera Market

GoPro, Inc. (NASDAQ:GPRO) is being acquired by Starman Optical in a $285 million all-cash deal, with Starman taking a 90% stake while existing GoPro shareholders retain 10%.

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September 2 - Hedge Funds, News

UnitedHealth’s Policy Change Opens a New Chapter for its Insurance Business

UnitedHealthcare, the insurance business of UnitedHealth Group Incorporated (NYSE:UNH), will remove prior authorization requirements for a broad range of healthcare services beginning...

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September 2 - Hedge Funds, News

Ford Faces Another Quality Test as Mustang Recall Raises Fresh Concerns

Ford Motor Company (NYSE:F) is recalling 148,663 Mustang vehicles in the US from the 2024 to 2026 model years because engine-compartment wiring harness ground connections could...

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September 2 - Hedge Funds, News

Tesla’s August Europe Sales Surge in Some Markets, Slide in Others

Tesla, Inc. (NASDAQ:TSLA)'s European sales picture in August was mixed rather than uniformly strong, with sharp gains in some markets offset by steep declines in others.

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September 2 - Hedge Funds, News

Zoox vs. Waymo: Are Amazon and Alphabet Ready to Win the Robotaxi Race?

Amazon.com, Inc. (NASDAQ:AMZN)'s Zoox and Alphabet Inc.

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September 2 - Hedge Funds, News

Goldman Sachs and BofA Are Making a Major Stablecoin Bet. Is It Worth Watching?

The Goldman Sachs Group, Inc. (NYSE:GS) and Bank of America Corporation (NYSE:BAC) are among 21 financial institutions planning to launch a U.S.

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September 2 - Hedge Funds, News

Billionaire David Tepper Cut Micron 41% and Kept Buying This AI Chip Stock for a Sixth Quarter

Billionaire David Tepper used the second quarter to make a striking trade within the AI hardware chain. Appaloosa Management cut its Micron Technology, Inc.

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September 2 - News, Stock Analysis

Stanley Druckenmiller Increased Amazon More Than 10-Fold and Opened an AMD Position. What’s the Common Bet?

Billionaire Stanley Druckenmiller made two very different-looking AI purchases in the second quarter that share one underlying thesis.

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September 2 - News, Stock Analysis

Nvidia’s $1 Billion Nokia Bet Was Worth About $2.2 Billion by June. Is 6G the Hidden AI Trade?

Nvidia's less famous telecom investment had more than doubled on paper by midyear.

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September 2 - News, Stock Analysis

Baird Upgrades Deere (DE) to Outperform on Hopes of Recovery

Deere & Company (NYSE:DE) seems to have attracted renewed attention from analysts after an impressive rise in its stock so far this year.

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September 2 - Hedge Funds, News

Jim Cramer Explains Why Heavily Shorted Moderna (MRNA) Has Room to Run

During the August 31 episode of Mad Money, Jim Cramer addressed shifting market dynamics, highlighting how the fallout from heavily crowded hedge fund positions was finally unwinding...

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September 2 - News

Forget Marginal Beats: More Stocks Are Crushing Wall Street Estimates

The second-quarter earnings have been a major source of support for US equities, with profit growth noticeably strong, thanks to a boost from AI investments.

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September 2 - Hedge Funds, News

Why “Phenomenal” Results Still Only Get Dell a Hold Rating

Dell Technologies Inc.

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September 2 - Hedge Funds, News

Apple May Need a Foldable iPhone to Avoid a Revenue Slowdown Next Year

Apple Inc.

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September 2 - Hedge Funds, News

Jim Cramer Explains Why Palantir’s Rule of 40 Dominance Proves Bears Wrong

During the August 31 episode of Mad Money, Jim Cramer highlighted Palantir Technologies Inc. (NASDAQ:PLTR) as one of the market's standout performers.

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September 2 - News

Jim Cramer Breaks Down the Enterprise Software Rebound for Salesforce (CRM) and Veeva (VEEV)

During the August 31 episode of Mad Money, Jim Cramer examined the sharp rotation back into enterprise software following the forced unwinding of bearish hedge fund positions.

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September 2 - News

Q2 Cash Flow Turnaround Supports Boeing’s (BA) Rating Upgrade by Argus

On August 11, Kristina Ruggeri from Argus upgraded The Boeing Company (NYSE:BA) from Hold to Buy, based on the company’s long-term prospects within the expanding commercial ...

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September 2 - Hedge Funds, News

Here’s Why Berenberg Sees More Upside on Autodesk Stock Despite Key AI Headwinds

Autodesk Inc. (NASDAQ:ADSK)'s core business is growing at a healthy pace, profitability is improving, and management is confident about the long-term outlook.

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September 2 - Hedge Funds, News

CrowdStrike’s AI Security Boom May Still Have Room to Run

Wall Street experts believe that AI adoption continues to create a cybersecurity spending cycle, with companies increasingly needing to secure AI agents, applications, and cloud...

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September 2 - News

Rosenblatt Raises MongoDB (MDB) Price Target Despite Atlas Growth Concerns

On September 2, Rosenblatt raised its price target on MongoDB, Inc. (NASDAQ:MDB) from $395 to $445 while maintaining a Buy rating.

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September 2 - Hedge Funds, News

Hedge Fund Investor Letters Q2 2026

In this article, we will share the hedge fund investor letters for the second quarter of 2026.

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September 2 - Hedge Fund Investor Letters, News

Do You Believe in Insmed’s INSM) Long-Term Potential Despite Short-Term Challenges?

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".

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September 2 - Hedge Fund Investor Letters, News

L3Harris Technologies (LHX) Declined Despite Reporting Strong Results

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".

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September 2 - Hedge Fund Investor Letters, News

Rocket Doctor AI Reports Strong Operational Momentum in Q2 2026 Driven by U.S. Expansion and Growing Patient Reach

Quarterly revenue for Q2 2026 was $734,028, representing a 43% year-over-year growth. Loss per share for Q2, 2026: ($0.07) per share.

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September 2 - Press Releases

Alternus Clean Energy Relaunches as Aedis Energy, Building a Scalable Platform for Onsite Power

Common stock to begin trading under the ticker symbol “ADIS” on September 17, 2026; new identity reflects the Company’s strategic shift towards distributed energy solutions...

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September 2 - News, Press Releases

Tarana Wireless and Itellum Demonstrate Live 1 Gbps Service at the 13th Latin America Spectrum Management Conference, Paving the Way for Nationwide FWA Coverage in Costa Rica

New 6 GHz standard power framework from SUTEL enables gigabit-class fixed wireless access, offering a faster path to broadband for underserved communities across the country SAN...

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September 2 - Press Releases

Gold X2 Announces NYSE American Listing Approval and Extension of Deadline for Annual General Meeting of Shareholders

Vancouver, British Columbia, September 2nd, 2026, FinanceWire Gold X2 Mining Inc.

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September 2 - Press Releases

What Makes Robinhood Markets (HOOD) as an Attractive Bet?

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".

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September 2 - Hedge Fund Investor Letters, News

Investing in STMicroelectronics N. V. (STM): A Bet on Semiconductor Innovation

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".

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September 2 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Manufacturing Company Limited (TSM): The Powerhouse of Advanced Semiconductor Manufacturing

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".

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September 2 - Hedge Fund Investor Letters, News

Lam Research Corporation (LRCX) is Exploring Growth Opportunities in the Semiconductor Equipment Market

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".

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September 2 - Hedge Fund Investor Letters, News

Changelly to Give Away $20,000 in Gold-Backed XAUT with Support from Tether

Kingstown, St.

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September 2 - Press Releases

easyMarkets Expands Commodity Offering with 24/7 Gold, Silver and Oil Trading

Limassol, Cyprus, September 2nd, 2026, FinanceWire New Gold24, Silver24 and Oil24 instruments give clients access to three major commodities around the clock.

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September 2 - Press Releases

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11 Largest Uranium Producing Countries in the World

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12 Fastest Declining Economies in the World in 2026

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7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds

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15 Innovative Healthcare Stocks to Buy According to Analysts

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9 High Growth Small Cap Stocks That Are Profitable

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20 Most Profitable Stocks of the Last 20 Years

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15 High Growth Mid-Cap Stocks to Buy

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Top 10 Oncology Stocks to Buy Now

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10 Best Investments During A Recession

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7 Best Rare Earth Stocks to Buy According to Hedge Funds

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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

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

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

11 Best Cancer Stocks to Buy Right Now

11 Best Cancer Stocks to Buy Right Now

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

20 Countries with the Highest Homeless Population

20 Countries with the Highest Homeless Population

12 Countries with the Highest Bond Yields in the World

12 Countries with the Highest Bond Yields in the World

20 Countries with the Most Battle Tanks in the World

20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Worst Performing Currencies of 2024

10 Worst Performing Currencies of 2024

16 Countries with the Largest Proven Oil Reserves in the World

16 Countries with the Largest Proven Oil Reserves in the World

16 Highest Quality Chocolate Brands in the US

16 Highest Quality Chocolate Brands in the US

20 Countries with the Strongest Armies in the World

20 Countries with the Strongest Armies in the World

Top 13 English Speaking Countries in Asia

Top 13 English Speaking Countries in Asia

20 States with Highest Female to Male Ratio in the US

20 States with Highest Female to Male Ratio in the US

20 States with the Lowest Life Expectancy in the US

20 States with the Lowest Life Expectancy in the US

25 Cities with the Highest Homeless Population in the World

25 Cities with the Highest Homeless Population in the World

30 Cities with the Highest Weed Consumption in the US

30 Cities with the Highest Weed Consumption in the US

25 Countries with the Highest Alcohol Consumption per Capita

25 Countries with the Highest Alcohol Consumption per Capita

10 Best Gold Stocks Under $30

10 Best Gold Stocks Under $30

10 Best Genomics Stocks To Buy Right Now

10 Best Genomics Stocks To Buy Right Now

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