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Insider Monkey Blog

BlueLinx (BXC) Quietly Turns A Lumber Slump Into Profit

On August 4, BlueLinx Holdings (NYSE:BXC) reported second quarter 2026 results for the fiscal three months ended July 4, and the building products distributor posted margin gains...

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September 7 - Hedge Funds, News

Natural Grocers (NGVC) Grows Sales But Trims Its Own Forecast

On August 6, Natural Grocers by Vitamin Cottage (NYSE:NGVC) reported fiscal third-quarter results that capture a company growing again, just not as fast as it once promised.

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September 7 - Hedge Funds, News

Enviri’s (NVRI) Massive Quarterly Loss Comes With A Silver Lining

On August 11, Enviri Corporation (NYSE:NVRI) reported second-quarter 2026 results showing a GAAP loss from continuing operations of $297 million, a sharp step down from the $45...

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September 7 - Hedge Funds, News

Consensus Cloud’s (CCSI) Buyback Doubles, But Growth Has A Catch

On August 6, Consensus Cloud Solutions (NASDAQ:CCSI) reported second-quarter results that read as two different companies stapled together.

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September 7 - Hedge Funds, News

Claritev’s (CTEV) Profit Picture Brightens, But Its Cash Cushion Shrinks

On August 7, Claritev Corporation (NYSE:CTEV) reported second-quarter results that beat its own targets, marking five consecutive quarters of year-over-year revenue growth.

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September 7 - Hedge Funds, News

CorMedix (CRMD) Just Tripled Its Profits, But Guidance Barely Budged

On August 13, CorMedix (NASDAQ:CRMD) reported second quarter revenue of $101.9 million, more than double what it posted a year earlier, alongside net income of $26 million and...

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September 7 - Hedge Funds, News

A Navy Contract And A Cash Cushion Reshape Hyliion’s (HYLN) Story

On August 11, Hyliion Holdings Corp.

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September 7 - Hedge Funds, News

Matthews International (MATW) Cuts Its Outlook While Chasing A Battery Future

On August 6, Matthews International (NASDAQ:MATW) delivered fiscal third-quarter results that read as two different companies stapled together.

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September 7 - Hedge Funds, News

Altimmune’s (ALT) Three Liver Trials Move Forward At Once

On August 12, Altimmune (NASDAQ:ALT) reported second quarter results that read less like a routine earnings update and more like a status check on three separate diseases at the...

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September 7 - Hedge Funds, News

Supervielle (SUPV) Swings Back To Profit As Layoffs Reshape The Bank

On August 10, Grupo Supervielle (NYSE:SUPV) reported second-quarter results that swung the Argentine bank back into the black, but the number that will decide whether the rally...

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September 7 - Hedge Funds, News

Granite Ridge (GRNT) Grows Profits While Costs Quietly Creep Higher

On August 6, Granite Ridge Resources (NYSE:GRNT) reported second quarter results that showed a company growing production, raising its dividend payout schedule, and still working...

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September 7 - Hedge Funds, News

Aquestive Therapeutics (AQST): Second Chance At Anaphylm Comes Into Focus

On August 11, Aquestive Therapeutics (NASDAQ:AQST) reported second-quarter 2026 results and said it remains on track to resubmit its Anaphylm epinephrine film to the FDA in the...

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September 7 - Hedge Funds, News

Could Aficamten Give Cytokinetics the First Approved nHCM Treatment?

Cytokinetics, Incorporated (NASDAQ:CYTK) has reported detailed late-stage results that could support an expansion of aficamten into a form of genetic heart disease that currently...

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September 7 - Hedge Funds, News

Can Kimberly-Clark Turn its $40 Billion Kenvue Bet into $2.1 Billion in Savings?

Kimberly-Clark Corporation’s (NASDAQ:KMB) proposed $40 billion takeover of Kenvue has entered another stage of regulatory review.

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September 7 - Hedge Funds, News

Bixlenvo Gives Gilead a New HIV Growth Path. How Large is the Market?

Gilead Sciences, Inc.

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September 7 - Hedge Funds, News

BioNTech Ended a Cancer Vaccine Trial. What Does it Mean for its mRNA Strategy?

BioNTech SE (NASDAQ:BNTX) is ending a mid-stage study of its personalized mRNA cancer vaccine, autogene cevumeran, after an independent monitoring committee concluded that continuing...

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September 7 - Hedge Funds, News

What Lisraya’s $35,000 Monthly Price Could Mean for Roivant (ROIV)

Roivant Sciences Ltd. (NASDAQ:ROIV) and Priovant Therapeutics have moved quickly to commercialize Lisraya following its FDA approval for dermatomyositis.

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September 7 - Hedge Funds, News

Walmart Settles a Potential Multibillion-Dollar Opioid Case for $50 Million

Walmart Inc.

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September 7 - Hedge Funds, News

Could Mounjaro’s New Heart Benefit Unlock the Next Growth Phase for Lilly?

Eli Lilly and Company’s (NYSE:LLY) Mounjaro has already become a major growth driver in diabetes treatment, and its latest FDA approval could strengthen that position by expanding...

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September 7 - Hedge Funds, News

Roivant Wins Approval for the First Oral Dermatomyositis Drug. How Large is the Opportunity?

Roivant Sciences Ltd.

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September 7 - Hedge Funds, News

FDA Authorization Expands Philip Morris’s Zyn Bet, Can It Pay Off?

Philip Morris International Inc.

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September 7 - Hedge Funds, News

Piper Sandles Sees ExxonMobil (XOM) Heading Toward New Highs

ExxonMobil Holdings Corporation (NYSE:XOM) is the largest oil company in the United States, and one of the largest integrated energy companies in the world.

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September 7 - Hedge Funds, News

NextEra-Dominion Merger Wins Shareholder Backing: What’s Next?

It was reported on September 3 that NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc.

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September 7 - Hedge Funds, News

Bloom Energy (BE) Joins S&P 500: Can Its AI Rally Continue?

Bloom Energy Corporation (NYSE:BE) jumped after trading on September 4 after it was announced that the stock had been added to the S&P 500, marking an important milestone for ...

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September 7 - Hedge Funds, News

FLEX Makes a $4.4 Billion Bet on AI Power

Flex Ltd. (NASDAQ:FLEX) announced on September 3 that it will acquire power conversion systems maker ​EPC Power in a deal valued at $4.4 ‌billion.

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September 7 - Hedge Funds, News

Eni (E) Bets Big on Uruguay with Stakes in Two Offshore Blocks

Eni S.p.A (NYSE:E) announced on August 29 that it had signed an agreement with YPF’s subsidiary Miwen SA and Uruguay's national oil company Ancap for entry into the OFF-5 exploration...

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September 7 - Hedge Funds, News

Baker Hughes (BKR) Lands Multi-Year Contract with Pakistan’s OGDC

Baker Hughes Company (NASDAQ:BKR) announced on September 3 that it had secured a multi-year contract with Pakistan's Oil & Gas Development Company to maximize production performance...

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September 7 - Hedge Funds, News

Chevron (CVX) Doubles Down on Venezuela with a $7 Billion Oil Bet

Chevron Corporation (NYSE:CVX) announced on September 2 that it will invest more than $7 billion in Venezuela over the next five years to double its oil production in the country...

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September 7 - Hedge Funds, News

GeoPark’s Venezuela Deal: Massive Opportunity or Risky Bet?

On September 2, GeoPark Limited (NYSE:GPRK) announced its strategic entry into Venezuela through the acquisition of the Bare Block, a large heavy-oil producing asset in the country...

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September 7 - Hedge Funds, News

Jefferies Sees Cameco (CCJ) and BWXT as Winners in the Nuclear Boom

Jefferies turned bullish on the nuclear energy sector on September 3 and initiated coverage of Cameco Corporation (NYSE:CCJ) and BWX Technologies, Inc.

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September 7 - Hedge Funds, News

Wells Fargo Just Raised its Bets on These 2 Refining Giants

The US refining stocks have been on a strong rally this year, driven by an unusually sharp surge in global refining margins as the ongoing disruptions have significantly reduced...

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September 7 - Hedge Funds, News

Eni (E) is Betting Billions on Venzuela’s Massive Oil Reserves

Eni S.p.A (NYSE:E) announced on September 2 that it had signed a new 25-year production sharing agreement with Venezuela’s state-owned PDVSA related to the large Junin 5 heavy...

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September 7 - Hedge Funds, News

PG&E (PCG) and Edison (EIX) Sink After California Wildfire Liability Deal Falls Apart

PG&E Corporation (NYSE:PCG) and Edison International (NYSE:EIX) plunged on August 31 when California lawmakers introduced a bill that would update the state’s wildfire response...

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September 7 - Hedge Funds, News

Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs

Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of that.

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September 7 - Hedge Funds, News

Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains

Oracle is gaining an encouraging earnings outlook as it transforms its position in the market to become a major GPU-as-a-Service (GPUaaS) and AI infrastructure provider.

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September 7 - Hedge Funds, News

Evercore Warns AI IPOs Could Pressure These Struggling Stocks. IBM and AppLovin Face Different Tests

Investors seeking a slice of a possible blockbuster AI flotation might sell something they already own to pay for it.

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September 7 - News, Stock Analysis

Burry’s Palantir Warning Is Back. Accenture Shows What Investors Should Check

Michael Burry’s accounting critique of Palantir Technologies Inc.

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September 7 - News, Stock Analysis

Jim Cramer Discusses Procter & Gamble (PG) Valuation and Growth

During the September 3 episode of Mad Money, a caller asked for Jim Cramer’s current opinion of The Procter & Gamble Company (NYSE:PG), and he replied: Okay, this is something...

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September 7 - News

Jim Cramer Wants Nvidia to Buy Back $500 Billion. Can Apple’s Playbook Work?

Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to authorize a $500 billion buyback and purchase shares daily. His September 1 Mad Money argument points to Apple Inc.

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September 7 - News, Stock Analysis

Can Marathon Petroleum (MPC) Keep Rallying? Wells Fargo Says Yes

Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the broader market, posting gains of almost 132% since the beginning of 2026.

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September 7 - Hedge Funds, News

Jim Cramer Says Meta (META) is “At the Price” After Settlement Eases Major Legal Overhang

During the September 3 episode of Mad Money, host Jim Cramer said Meta Platforms, Inc. (NASDAQ:META) had become “a hated stock,” as he said: Next, okay, here's one.

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September 7 - News

CIBC Turns Bullish on Enbridge (ENB) After KKR-Apollo Deal

Enbridge Inc.

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September 7 - Hedge Funds, News

Jim Cramer Says Buy Walmart (WMT) as Target’s (TGT) Turnaround Gains Momentum

During the September 3 episode of Mad Money, a caller asked why Walmart Inc.’s (NASDAQ:WMT) stock has lagged behind Target despite widespread analyst opinions favoring Walmart...

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September 7 - News

Jim Cramer Discusses NVIDIA (NVDA) Acquiring Hugging Face

On the September 3 episode of Mad Money, Jim Cramer turned his attention to NVIDIA Corporation (NASDAQ:NVDA) and its expansion into open-source software infrastructure.

Keep Reading →

September 7 - News

SLB Bets $4.1 Billion on the AI Data Center Boom

SLB NV (NYSE:SLB) announced on August 31 that it will acquire Kelvion from Apollo Global and funds advised by Triton for around $3.4 billion in cash and the assumption of approximately...

Keep Reading →

September 7 - Hedge Funds, News

Chevron’s Record Run Isn’t Over Yet, BMO Says

Chevron Corporation (NYSE:CVX) is one of the largest integrated energy companies in the world.

Keep Reading →

September 7 - Hedge Funds, News

Twilio’s (TWLO) AI Push Finds a Strong Fit in Latin America

Twilio Inc. (NYSE:TWLO) revealed latest developments around its customer engagement platform for the Latin American market.

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September 7 - Hedge Funds, News

Eni (E), Petronas Bet on Biofuels to Power Motorsport’s Sustainable Future

Eni S.p.A.

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September 7 - Hedge Funds, News

Lockheed Martin (LMT)’s HIMARS Win in Sweden Strengthens its European Defense Footprint

Sweden has decided to purchase around 10 Lockheed Martin Corporation (NYSE:LMT) HIMARS launchers plus ammunition in a deal worth roughly $729 million, with deliveries expected...

Keep Reading →

September 7 - Hedge Funds, News

What Potential Does 75F Acquisition Carry for Carrier Global (CARR)?

Carrier Global Corp.

Keep Reading →

September 7 - Hedge Funds, News

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