Adobe’s New CEO Takes Over in December. Is the Open CFO Search the Bigger Risk?
Adobe Inc. (NASDAQ:ADBE)'s CEO search has finally come to an end.
Insider Monkey Blog
Intel’s AI Tailwinds Are Real. Mizuho Cut the Target Anyway.
On September 3, Mizuho lowered the price target on Intel Corporation (NASDAQ:INTC) to $92 from $109.
These 3 AI Stocks Are Way Off Their Highs. Is the Pullback a Buying Opportunity?
Vertiv, Applied Optoelectronics, and Innodata entered September well below their 2026 highs despite strong operating growth.
Michael Burry Says He Sold Alibaba, Calling It Pricey Before $10.2 Billion Share Sale
Michael Burry, the investor famous for his subprime mortgage bets detailed in "The Big Short," said on August 23 that he has sold his stake in Alibaba Group Holding Limited (NYSE...
AI Hardware Rallied While Adobe and Palantir Sank. Which Side Is Right?
September 4 delivered a stark rotation. Memory, connectivity, chip-equipment, and power stocks rallied while Adobe fell 6.7% and Palantir dropped 4.5%.
DA Davidson Assigns Buy Rating to Everus Construction (ECG) Based on Accretive M&A and Bookings Strength
On August 21, Kurt Yinger from DA Davidson initiated his coverage of Everus Construction Group Inc.
AI-Enabled Equipment Agent Bodes Well for United Rentals (URI)
United Rentals Inc.’s (NYSE:URI) AI-enabled Equipment Agent facilitates customers within the equipment rental industry in comparing and selecting equipment and machinery in ...
EPAM Systems (EPAM) Turns To Cybersecurity As Core Growth Cools
On August 25, EPAM Systems (NYSE:EPAM) announced a partnership with Wiz, the cloud and AI security platform now owned by Google Cloud, joining the Wiz Partner Alliance to help...
Everus (ECG) Bets $295M On Modular Construction’s Future
On September 1, Everus Construction Group (NYSE:ECG) completed a $295 million cash acquisition of Epsilon Industries, a maker of prefabricated mechanical and electrical systems...
Southwest Gas’s (SWX) Pipeline Bet Just Got $600M Bigger
On August 5, Southwest Gas Holdings (NYSE:SWX) reported second quarter results for the period ended June 30 and reaffirmed its full year 2026 guidance.
Magnolia Oil & Gas (MGY) Doubles Profits While Betting Big On Growth
On August 5, Magnolia Oil & Gas (NYSE:MGY) reported second-quarter results that more than doubled profits and cash generation from a year earlier, all while the company was in...
Installed Building Products (IBP) Grows Revenue While Margins Quietly Slip
On August 6, Installed Building Products (NYSE:IBP) reported second-quarter results that told two different stories at once.
Freedom Broker Turns Bullish on Argan (AGX) After Record Quarter
On September 2, Argan, Inc. (NYSE:AGX) reported strong results for its second quarter of fiscal year 2027.
The S&P 500 Fell, but These 2 AI Memory Stocks Exploded Higher
Wall Street delivered a sharp split on September 4.
These 2 AI Storage Stocks Soared as the S&P 500 Fell
Seagate gained 6.3% and Western Digital rose 5.9% on September 4 even as the S&P 500 fell 0.4%.
Nvidia Barely Moved. These 2 AI Connectivity Stocks Jumped More Than 7%
Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%.
Casella’s (CWST) Growth Machine Is Outrunning Its Own Profits
On August 6, Casella Waste Systems (NASDAQ:CWST) reported second-quarter revenue of $543.7 million, up 16.9% from a year earlier, alongside guidance that was raised on the top...
Two Chip-Equipment Stocks Just Crushed Nvidia. Is the AI Rally Broadening?
KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia's 0.8% move. The stocks do not sell accelerators.
Jim Cramer Explains Why He Is Avoiding Big Predictions on Rocket Companies (RKT)
During the lightning round on September 2, a caller mentioned that Rocket Companies, Inc.
Snowflake (SNOW)’s AI Flywheel Transitions into a Growth Engine
Snowflake Inc. (NYSE:SNOW) continues to demonstrate that enterprise AI adoption is capable of expanding rather than disrupting its data-platform opportunity.
Clear Secure’s (YOU) Profits Are Soaring While Growth Signals Cool
On August 5, Clear Secure (NYSE:YOU) reported second-quarter results that hit almost every mark investors watch: revenue, bookings, margins, and cash flow all moved in the right...
Valaris (VAL) Swings Back to Profit, but Middle East Costs Linger
On August 5, Valaris Limited (NYSE:VAL) reported second-quarter results that swung from a first-quarter loss to a real profit, even as the company kept paying extra to operate...
Management Reiterates Optimistic FY26 Guidance for Intuitive Machines (LUNR)
On August 18, Austin Moeller from Canaccord Genuity reiterated his Buy rating for Intuitive Machines (NASDAQ:LUNR).
Profits Slide At Red Rock Resorts (RRR) Even As Dividends Hold
On August 4, Red Rock Resorts (NASDAQ:RRR) reported second-quarter results for the period ended June 30, and nearly every headline number moved in the wrong direction.
AerCap Holdings (AER) Inspires Confidence with 100th Boeing 787 Delivery
AerCap Holdings N.V.
Extended Strategic Agreements to Support Management’s Full-Year 2026 Guidance Raise for ATI Inc. (ATI)
During the second quarter earnings announcement, ATI Inc. (NYSE:ATI) management raised its full-year guidance for 2026.
Jim Cramer Shares His Playbook for Buying Applied Materials (AMAT)
On September 1, when a caller mentioned that they purchased Applied Materials, Inc.
Lululemon (LULU) Struggles as Analysts Cut Targets, But Is the Story Over?
On September 4, UBS cut its price target on lululemon athletica inc.
Why Gabelli’s Global Content & Connectivity Fund Likes Rogers Communications (RCI)
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Why Gabelli’s Global Content & Connectivity Fund Likes T-Mobile US (TMUS)
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Why Anterix (ATEX) Surged 169.6% in Q2, According to Gabelli
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Why Gabelli’s Global Content & Connectivity Fund Likes Alphabet (GOOGL)
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter.
Broadcom (AVGO) AI Revenue Soars, But Wall Street Wants More
On September 2, Broadcom Inc. (NASDAQ:AVGO) reported strong financial results for its third quarter of fiscal year 2026, driven by continued strength in AI-related demand.
Jim Cramer Explains Why Velo3D (VELO) Is Only Worth a Quarter Position Right Now
During the lightning round of the September 1 episode of Mad Money, a caller highlighted Velo3D, Inc.’s (NASDAQ:VELO) 52% year-over-year revenue surge, raised guidance, and ...
CrowdStrike (CRWD) Stock Faces High Expectations After Strong Gains, DA Davidson Stays Bullish
Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) have rallied more than 83% year-to-date as of September 3.
Raytheon Is Winning Billions in Defense Contracts — Should You Buy RTX Stock?
RTX Corporation (NYSE:RTX) is increasingly benefiting from surging demand for missiles, air-defense systems, and other military equipment as geopolitical tensions rise and governments...
Moody’s Assigns First-Time Insurance Financial Strength Ratings to Freedom Insurance and Freedom Life
New York, United States, September 4th, 2026, FinanceWire Moody’s Ratings has assigned insurance financial strength ratings to two Freedom Holding Corp.
S&P Revises Outlook on Freedom Holding Corp. and Core Subsidiaries to Positive
New York, United States, September 4th, 2026, FinanceWire S&P Global Ratings has revised the outlook on the long-term credit ratings of Nasdaq-listed Freedom Holding Corp.
Acquisitive Strategy Offers Long-Term Prospects for QXO Inc. (QXO) Despite Dilution and Integration Risks
On July 1, QXO Inc. (NYSE:QXO) finalized its cash-and-stock acquisition of TopBuild Corp. for a $17 billion consideration.
Expansion of Commercial Operations in Focus for BWX Technologies (BWXT)
On August 27, David Strauss from Wells Fargo upgraded BWX Technologies Inc. (NYSE:BWXT) from an Underweight to Equal Weight rating.
Palantir Jumped 7.7% on an Expanded PwC Alliance as Globant Launched a Salesforce AI Pod. Which Services Model Scales Better?
Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization.
OpenAI’s $1 Billion Cyber Push Backs Cloudflare and SentinelOne. Which Has the Better AI Security Model?
OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships.
Qualys (QLYS) Posts Double-Digit Growth And Still Raises The Bar
On August 4, Qualys Inc.
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...
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