Vnet Group (VNET): A Data Center Milestone Comes With A Catch
On August 18, Vnet Group Inc.
Insider Monkey Blog
Why Amer Sports (AS) Keeps Beating Its Own Expectations
On August 18, Amer Sports (NYSE:AS) reported second-quarter results for the period ended June 30, 2026, that blew past its own guidance, with revenue climbing 32.1% to $1.63 billion...
Mercury Systems (MRCY) Is Sitting On A Record Pile Of Orders
On August 18, Mercury Systems (NASDAQ:MRCY) reported fiscal fourth-quarter and full-year results that came in well ahead of its own plan.
Gold Fields (GFI) Rides A Gold Price Surge To Record Cash Flow
On August 25, Gold Fields (NYSE:GFI) posted first-half results that showed just how much a rebounding gold price and a long-awaited mine ramp-up can do for a miner's cash flow...
Target’s (TGT) Turnaround Shows Real Traction, But The Fine Print Matters
On August 19, Target Corp.
TJX (TJX) Beats Expectations Even As Its Biggest Division Stumbles
On August 19, The TJX Companies (NYSE:TJX) reported second-quarter results that beat its own plan, even though its largest division could not keep pace with the rest of the business...
Keysight’s (KEYS) Orders Just Topped $2B Again, But Can Supply Keep Up
On August 18, Keysight Technologies (NYSE:KEYS) delivered a fiscal third quarter that beat the high end of its own guidance across the board.
Lowe’s (LOW) Leans On Pro And Online As DIY Cools
On August 19, Lowe's Companies (NYSE:LOW) reported second-quarter sales of $26 billion, up 8.3% from a year earlier, even though comparable sales inched up just 0.2%.
Estée Lauder’s (EL) Turnaround Story Just Got Real Numbers Behind It
On August 19, Estée Lauder Companies (NYSE:EL) released its fiscal 2026 fourth-quarter and full-year earnings, and the numbers finally matched the turnaround story management...
Could Ross Stores (ROST)’s Blowout Comp Growth Signal a Bigger Market Share Opportunity?
Ross Stores, Inc. (NASDAQ:ROST) surged after raising its full-year fiscal 2026 earnings guidance.
Could Charter Communications (CHTR)’s Cox Deal Give it an Edge Over Liberty Broadband Corporation (LBRDK)?
On August 20, Charter Communications, Inc.
Is UnitedHealth (UNH) the Healthcare Stock to Watch Right Now?
UnitedHealth Group Incorporated (NYSE:UNH) recently announced a major expansion of its child and family behavioral coaching program, extending access to 13 million commercial ...
Could Genmab (GMAB) Stock Win as Royalty Growth Fuels a New Earnings Cycle?
Genmab A/S (NASDAQ:GMAB) boosted its full-year 2026 revenue guidance to a range of $4.325 billion to $4.525 billion, up from its previous outlook of $4.065 billion to $4.395 billion...
Could Toast (TOST) Stock Keep Rising as Its Restaurant Platform Expands?
Toast, Inc. (NYSE:TOST) delivered strong second-quarter 2026 financial results, highlighted by raised full-year guidance across key profitability metrics.
Could Qnity Electronics (Q) Stock Win as AI Drives Demand for Advanced Semiconductors?
Qnity Electronics, Inc.
Could Venture Global (VG)’s Raised Guidance Signal a Multi-Year LNG Growth Story?
Venture Global, Inc. (NYSE:VG) shares are drawing heightened attention following the release of its second-quarter 2026 financial results.
Why Rocket Lab (RKLB) Could Outpace Viasat (VSAT) as Defense Space Spending Accelerates
On August 17, satellite communications giant Viasat, Inc.
Pfizer vs. Abbott: Which Dividend Healthcare Stock Offers the Better Risk-Reward?
Pfizer Inc. (NYSE:PFE) and Abbott Laboratories (NYSE:ABT) offer investors two very different dividend stories.
NOC Steady at $2.47: A Closer Look at Northrop Grumman Corporation (NOC)’s Dividend Discipline
On August 19, Northrop Grumman Corporation (NYSE:NOC) announced that its board of directors had declared a quarterly dividend of $2.47 per share on common stock.
Is General Dynamics Corporation (GD) Still a Dividend Powerhouse? The Bull and Bear Case
On August 5, General Dynamics Corporation (NYSE:GD) announced that its board of directors had declared a regular quarterly dividend of $1.59 per share on common stock.
Strategy Builds a $1.6 Billion Cash Pool, But Does It Reduce the Bitcoin Risk?
Strategy Inc. (NASDAQ:MSTR) has tied much of its balance-sheet strategy to Bitcoin.
Xiaomi’s New Chip Could Strengthen Its Premium Push, But the Timing Could Be Risky
Xiaomi Corporation (OTC:XIACF) is no longer content to compete through hardware design and pricing alone.
Wall Street Surprises: 5 Stocks Beating EPS Targets
As a large number of companies beat expectations on earnings, the market is becoming more selective about what constitutes a good earnings report.
Industrial Giants Pivot to AI Data Centers: Caterpillar (CAT), Cummins (CMI), and Ford (F) Target Power Boom
On August 15, 2026, The Wall Street Journal reported that US manufacturing rose to its highest level since 2022 last month.
SK hynix (SKHY) and Samsung Electronics: SK hynix Is Spending $720 Billion on Memory Chips. Its Stock Has Already Fallen 21%
On August 13, 2026, CNBC reported that SK hynix Inc. (NASDAQ:SKHY) is spending $720 billion on what it calls the largest network of memory factories in the world.
Jim Cramer Says GE Vernova (GEV) Order Book Might Have Gotten Soft
Jim Cramer warned on August 24 that mounting political and community backlash against data center power consumption could directly impact equipment suppliers like GE Vernova Inc...
Goldman Sachs (GS) & Intel (INTC) Just Backed the Same AI Video Startup
On August 17, The Financial Times reported that AI video startup Higgsfield raised $400 million at a $5.4 billion valuation from investors.
Jim Cramer Points to Government Stake for Intel (INTC) Drop
During the August 24 Mad Money episode, a caller noted that they bought Intel Corporation (NASDAQ:INTC) at a cost basis of $93 per share and asked whether to pyramid down into...
Warren Buffett “Blew It” on Alphabet (GOOGL) And Made It Berkshire’s Third-Biggest Bet
Released on August 14, Berkshire Hathaway's second-quarter 13F filing showed the conglomerate became a net buyer of nearly $19.8 billion in stocks, its first net-buying quarter...
Jim Cramer Is Bullish on Micron (MU) as AI Fuels Memory Demand
Micron Technology (NASDAQ:MU) has become one of the biggest beneficiaries of the artificial intelligence boom.
Strong Second Quarter Leads to a More Favorable 2026 Guidance for MDA Space (MDA)
On August 11, Sheila Kahyaoglu from Jefferies reduced her target price on MDA Space Ltd.
Varex Imaging (VREX) Stock Jumps 50% on Teledyne (TDY) Buyout Deal Just as Its Turnaround Gains Traction
On August 10, 2026, Teledyne Technologies Incorporated (NYSE:TDY) agreed to acquire Varex Imaging for $18.90 a share in an all-cash deal valued at about $1.1 billion.
OceanaGold Corporation (OGC) Acquires Ausgold in $549M Deal to Secure Katanning Gold Project
On August 17, 2026, OceanaGold Corporation (NYSE:OGC) agreed to acquire Australian gold developer Ausgold for about A$776 million, roughly $549 million.
PayPal Holdings (PYPL) Is in Talks to Sell Itself. Here’s How Far it’s Fallen
The Wall Street Journal reported on August 14, 2026, that PayPal Holdings, Inc.
Jim Cramer on Palantir (PLTR): “It’s a Great Spec, But It Is a Spec”
Okay, now here's the issue with Palantir. I have been committed to saying it was going to go up to $250, at least $200. I'm not backing away. They've had an amazing quarter.
Jim Cramer Shows Bullish Sentiment Toward Bitcoin But Still Warns Against Strategy (MSTR)
On August 24, a caller asked Jim Cramer for his thoughts on maximizing risk at the Bitcoin power law floor by starting a position in Strategy Inc (NASDAQ:MSTR) stock.
Jim Cramer Questions AEVEX (AVEX) Stock Sell-Off
What the heck happened to a stock we really like, AEVEX? I mean, here's a company that makes drones for the military, the single hottest part of the defense sector yet, its stock...
Sony Group (SONY) and Taiwan Semiconductor (TSM) Are Betting $4.7 Billion on the “Eyes” of AI Machines
On August 11, 2026, Sony Group Corporation (NYSE:SONY) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) agreed to form a $4.7 billion joint venture to develop...
Jim Cramer Highlights Sandisk’s (SNDK) Massive Buybacks After Stock Surge
I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern.
Nvidia’s AI Servers Are About to Get Pricier — What a 15%+ Hike Means for the Whole Stack
Some of NVIDIA Corporation (NASDAQ:NVDA)'s largest customers have been told that prices of servers containing its AI chips will rise by more than 15%, according to a Bloomberg...
Salesforce (CRM) Has a $315 Bull Case, but Earnings Need to Prove One Thing
Citizens is heading into Salesforce Inc. (NYSE:CRM)'s fiscal second-quarter 2027 print with a bullish view.
Applied Materials (AMAT) Enters a New AI-Driven Growth Cycle
The rapid buildout of AI infrastructure has been driving a strong demand cycle for semiconductor manufacturing equipment. Applied Materials, Inc.
Core Scientific (CORZ) Just Spent $444 Million on More Power. Here’s Why It Keeps Buying
On August 14, 2026, Core Scientific, Inc. (NASDAQ:CORZ) completed its acquisition of Polaris DS for roughly $444 million in cash.
NVIDIA Corporation (NVDA) & Blackstone (BX): Nvidia Wants Wall Street to Lend Against AI Chips Like They’re Mortgages
NVIDIA Corporation (NASDAQ:NVDA) is trying to turn its AI chips into an entirely new asset class.
Comcast Corporation (CMCSA) vs Charter Communications (CHTR): Two Cable Giants, Two Opposite Bets
Comcast Corporation (NASDAQ:CMCSA) and Charter Communications, Inc. (NASDAQ:CHTR) both reported second-quarter results in the same week, and they told very different stories.
Rivian Automotive (RIVN) Is Catching Up to Tesla (TSLA)’s Self-Driving Tech, But Tesla Still Leads
Michael Wayland, an auto reporter for CNBC, tested Tesla, Inc. (NASDAQ:TSLA)'s FSD (Supervised) and Rivian Automotive, Inc.
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