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Insider Monkey Blog

Marriott (MAR) vs Hilton (HLT): Which is a Better Stock to Buy

Marriott International, Inc. (NASDAQ:MAR) and Hilton Worldwide Holdings Inc. (NYSE:HLT) barely own any hotels.

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September 24 - Hedge Funds, News

Could IBM (IBM) and Lockheed Martin (LMT)’s Quantum Bet Face a Long Road to Returns?

International Business Machines Corporation (NYSE:IBM) and Lockheed Martin Corporation (NYSE:LMT) have established a quantum innovation hub at ETH Zurich through an offset agreement...

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September 24 - Hedge Funds, News

AstraZeneca (AZN): Can Precision Medicine Offset a Narrower Breast Cancer Market?

AstraZeneca PLC (NYSE:AZN) announced on September 11, 2026, that its Phase III SERENA-4 trial evaluating Etcamah (camizestrant) in combination with palbociclib failed to meet ...

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September 24 - Hedge Funds, News

Could Constellation Energy (CEG)’s $715 Million Shell (SHEL) Deal Accelerate its Power Growth?

On September 10, 2026, Constellation Energy Corporation (NASDAQ:CEG) announced an agreement to acquire 100% of RISEC Holdings, LLC, owner of the Rhode Island State Energy Center...

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September 24 - Hedge Funds, News

Is Dell Technologies (DELL) Stock a Buy After its $5 Billion AI-Fueled Bond Sale?

On September 10, Dell Technologies Inc. (NYSE:DELL) raised $5 billion from an investment-grade bond sale, riding the surge in revenue from AI servers, according to Bloomberg.

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September 24 - Hedge Funds, News

A Cruise Line Betting on Land: Is Royal Caribbean’s Sandals Deal Genius or Overreach?

Royal Caribbean Cruises Ltd. (NYSE:RCL) is the world's second-largest cruise company.

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September 24 - Hedge Funds, News

Could Palantir (PLTR)’s Partnership with Nebius Group (NBIS) Accelerate its AI Growth?

Palantir Technologies Inc. (NASDAQ:PLTR) and Nebius Group N.V.

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September 24 - Hedge Funds, News

Could Cisco (CSCO)’s Networking Power Give Infleqtion (INFQ) a Major Edge in Quantum Computing?

Infleqtion, Inc. (NYSE:INFQ) announced a joint research and development collaboration with Cisco Systems, Inc.

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September 24 - Hedge Funds, News

Allstate Trades at 5x Earnings. Deep Value, or a Warning That Profits Have Peaked?

The Allstate Corporation (NYSE:ALL) is one of the largest personal property and casualty insurers in the U.S.

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September 24 - Hedge Funds, News

Apollo’s Johnson & Johnson Deal Could Open a New Healthcare Growth Avenue

It was reported on September 11 that Apollo Global Management, Inc.

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September 24 - Hedge Funds, News

LPL Financial (LPLA) Drops 7.5%. Is the Stock a Bargain After the Drop?

LPL Financial Holdings Inc. (NASDAQ:LPLA) is the largest independent broker-dealer in the U.S.

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September 24 - Hedge Funds, News

Does Palantir (PLTR) Have a Moat Strong Enough to Protect Its AI Dominance?

Palantir Technologies Inc. (NASDAQ:PLTR) has become one of the most closely watched AI software companies over the last few years. As a result, it is not exactly cheap.

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September 24 - Hedge Funds, News

Micron (MU) Stock Looks Cheap. But Is AI Growth Already Priced In?

Micron Technology, Inc. (NASDAQ:MU) has been on a tear this year. The stock has surged by 250% since March 30 and is now valued well above a trillion dollars.

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September 24 - Hedge Funds, News

Mastercard’s Faster Services Growth Could Reshape its Rivalry with Visa

Ant International, Mastercard Incorporated (NYSE:MA), and Visa Inc. (NYSE:V) have announced a collaboration on a Know-Your-Agent (KYA) interoperability framework.

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September 24 - Hedge Funds, News

Can Uber’s (UBER) Economic Moat Survive the Rise of Robotaxis?

Uber Technologies, Inc. (NYSE:UBER) has built one of the world's largest mobility marketplaces, connecting riders with drivers across billions of trips.

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September 24 - Hedge Funds, News

Could TotalEnergies (TTE)’ LNG Growth Give it an Edge Over ExxonMobil (XOM)?

TotalEnergies SE (NYSE:TTE) announced on September 7, 2026, that the 5.6 Mtpa Papua LNG project achieved critical commercial and contractual milestones toward a Final Investment...

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September 24 - Hedge Funds, News

Is Taiwan Semiconductor (TSM) Stock a Better Bet than ASML Holding (ASML) as Advanced Chipmaking Accelerates?

On September 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML Holding N.V.

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September 24 - Hedge Funds, News

GSK Bets on HUTCHMED to Expand its Multi-Billion-Dollar Oncology Opportunity

On September 3, HUTCHMED (China) Limited (NASDAQ:HCM) announced an exclusive global development and licensing agreement with GSK plc (NYSE:GSK) for HMPL-A830, targeting colorectal...

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September 24 - Hedge Funds, News

Is Meta’s (META) Stock Still Cheap After Its AI-Fueled Rally?

Meta Platforms, Inc. (NASDAQ:META) has galloped over the last few weeks, jumping almost 40% since the end of July.

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September 24 - Hedge Funds, News

Will Vertiv Holdings (VRT)’s $1.45 Billion UIG Deal Accelerate its AI Infrastructure Growth?

On September 2, Vertiv Holdings Co (NYSE:VRT) agreed to acquire Utility Innovation Holdings, Inc.

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September 24 - Hedge Funds, News

Could Medtronic (MDT)’s $700 Million Robotics Bet Unlock its Next Growth Engine?

On September 1, Medtronic plc (NYSE:MDT) announced a $700 million strategic partnership with Hong Kong-based Cornerstone Robotics, securing rights to distribute Cornerstone’...

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September 24 - Hedge Funds, News

Could Lockheed Martin (LMT)’s Missile Defense Boom Give it an Edge Over General Dynamics (GD)?

On August 31, the Department of War (DoW) announced the signing of two seven-year framework agreements with General Dynamics Corporation (NYSE:GD)'s Ordnance and Tactical Systems...

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September 24 - Hedge Funds, News

Shopify Opens Its Doors to Muse, Here’s Why Amazon Won’t

Shopify Inc. (NASDAQ:SHOP) has signed a deal to make eligible Shopify stores fully shoppable through Meta’s new AI agent Muse.

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September 24 - Hedge Funds, News

Could CrowdStrike (CRWD)’s Snowflake (SNOW) Partnership Unlock a New AI Growth Engine?

On August 31, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a major collaboration with Snowflake Inc.

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September 24 - Hedge Funds, News

Micron vs. Sandisk: Which AI Memory Stock Is the Better Buy?

Micron Technology, Inc.

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September 24 - News, Stock Analysis

Could Eaton Corporation (ETN)’s $242 Million Expansion Power its Next Data Center Growth Phase?

On September 2, Eaton Corporation plc (NYSE:ETN) announced a $242 million investment to expand its U.S.

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September 24 - Hedge Funds, News

Could a New Vaccine Formula XFG Give Pfizer (PFE) and BioNTech (BNTX) a Post-Pandemic Revenue Boost?

Pfizer Inc. (NYSE:PFE) and BioNTech SE (NASDAQ:BNTX) announced on August 27 that the U.S.

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September 24 - Hedge Funds, News

Can Microsoft (MSFT) Sustain its Recurring Cash Flows, Growing Payouts, and Azure Momentum?

A strong track record of payouts leads a compelling case for Microsoft (NASDAQ:MSFT).

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September 24 - Hedge Funds, News

Could Albany International (AIN)’s The Boeing (BA) Deal Strengthen its Aerospace Growth Story?

Albany International Corp (NYSE:AIN) segment Albany Engineered Composites reached an agreement with The Boeing Company (NYSE:BA) to extend component manufacturing for the 787 ...

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September 24 - Hedge Funds, News

Beyond Rides: How Uber Technologies (UBER) Is Building a Global Delivery and AV Powerhouse?

Long-term case for Uber Technologies Inc. (NYSE:UBER) expands beyond its ride-hailing solutions, as the management remains focused on an autonomous vehicle strategy.

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September 24 - Hedge Funds, News

Amazon Faces Another Worker Lawsuit. Is Employment Scrutiny Becoming an Investor Risk?

Amazon.com, Inc. (NASDAQ:AMZN) is no stranger to disputes over its massive workforce.

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September 24 - Hedge Funds, News

Can Stellantis (STLA) Turn Around Quality Concerns While Betting on EREVs?

Stellantis N.V. (NYSE:STLA) has spiked investor attention through some recent developments.

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September 24 - Hedge Funds, News

Boeing’s Deliveries are at an 8-Year High. Is its Production Recovery Taking Hold?

Boeing (NYSE:BA) delivered fewer aircraft in August than it did a year earlier, but that headline misses the more interesting number for investors.

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September 24 - Hedge Funds, News

What AeroVironment’s (AVAV) $464.8 Million Laser Contract Means for Its Defense Growth Outlook

Enduring High Energy Laser (E-HEL) contract awarded by the U.S. Army represents a landmark development for AeroVironment Inc. (NASDAQ:AVAV).

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September 24 - Hedge Funds, News

GE Aerospace is Spending $11.75 Billion to Fix a Supply-Chain Bottleneck. Will it Pay Off?

GE Aerospace (NYSE:GE) has plenty of demand. Getting enough engines and parts out the door has been the harder part.

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September 24 - Hedge Funds, News

Another NATS Outage Hit UK Flights. Why Ryanair and Wizz Air Investors Should Care

Technical problems with Britain’s air traffic control system are becoming a recurring frustration for European airlines.

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September 24 - Hedge Funds, News

Inhibrx’s Cancer Drug Nearly Doubled Response Rate, So Why Did the Stock Fall?

Inhibrx Biosciences, Inc. (NASDAQ:INBX) delivered the kind of clinical update that would normally be expected to get investors’ attention.

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September 24 - Hedge Funds, News

Roivant’s Lung Drug Clears Phase 2 Test: Is Another Major Pipeline Asset Emerging?

Roivant Sciences Ltd.

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September 24 - Hedge Funds, News

Failure of Novartis’ Pelacarsen Could Reshape the Lp(a) Race for CRISPR and Ionis

Novartis AG’s (NYSE:NVS) Phase 3 Lp(a)HORIZON setback carries implications beyond the Swiss drugmaker.

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September 24 - Hedge Funds, News

Haleon is Buying Better Shelf Space, Can the Visibility Help it Against Procter & Gamble and Colgate-Palmolive?

Haleon plc (NYSE:HLN) is trying to win the US consumer-health market one shelf at a time. The Sensodyne and Advil owner has secured more prominent positions at Walmart Inc.

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September 24 - Hedge Funds, News

Titiminas Silver Reports Results from Twelve Additional Packsack Drill Holes at Madre Sierra Norte and Madre Sierra, Expanding High-Grade Silver Mineralization Across Multiple Vein Structures

LIMA, Peru, September 24th, 2026, FinanceWire Twelve drill holes completed between August and September 15, 2026, intersected mineralized structures in every hole, including a...

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September 24 - Press Releases

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 24 - Hedge Fund Investor Letters, News

Bloom Energy Corporation (BE): A Critical Player in AI Buildout

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Tran Capital Management Midcap Equity Strategy’s Q2 2026 Investor Letter

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”.

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September 24 - Hedge Fund Investor Letters, News

ZenaTech’s ZenaDrone Advances Defense-Focused Quantum Navigation System for GPS-Denied Operations to Drone Testing Phase

VANCOUVER, British Columbia, September 24th, 2026, FinanceWire ZenaTech, Inc.

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September 24 - Press Releases

BaazEX Enters the Asian Trading Market With a New Approach to Online Forex Trading.

Victoria, Seychelles, September 23rd, 2026, FinanceWire Baazex Expands Its Presence in Asian Trading Markets with a Clearer Approach to Online Forex Trading.

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September 24 - Press Releases

Forex Expo Dubai 2026 Breaks Guinness World Record Again With 23,816 Attendees

Dubai, UAE, September 24th, 2026, FinanceWire A record-breaking turnout highlights the strength of Dubai’s forex and online trading community amid regional uncertainty.

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September 24 - Press Releases

STARTRADER Named Best Fintech Forex Broker at Forex Expo Dubai 2026

Dubai, UAE, September 24th, 2026, FinanceWire The award, presented at the ninth edition of the region's leading trading gathering, caps a year of continuous product expansion.

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September 24 - Press Releases

Streamex Converts Interest Into Capital as GLDY Investment Strategy Secures $1M+ Institutional Allocation

Miami, FL, September 24th, 2026, FinanceWire A Metalayer Capital strategy backed by an initial institutional allocation uses GLDY as the long leg of a delta-neutral gold trade...

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September 24 - Press Releases

Four Small-Cap Stocks Report New Developments (CHGA, QNRX, MYSE, LNKS)

Naples, United States, September 24th, 2026, FinanceWire Change Agents Corp.

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September 24 - Press Releases

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

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10 Worst Performing Currencies of 2024

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16 Countries with the Largest Proven Oil Reserves in the World

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16 Highest Quality Chocolate Brands in the US

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Top 13 English Speaking Countries in Asia

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10 Best Genomics Stocks To Buy Right Now

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