# hedge fund (news sources) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover hedge fund. Page: Feed: --- ## [Better Than Wall Street: These Stocks Just Exceeded Earnings Expectations](https://www.insidermonkey.com/blog/better-than-wall-street-these-stocks-just-exceeded-earnings-expectations-1822640/) _2026-08-25 · Usman Kabir · Insider Monkey – Free Hedge Fund and Insider Trading Data_ With the second-quarter earnings season winding down, investors are now looking ahead to what comes next. Expectations for third-quarter earnings growth have risen to roughly 29.2 percent, setting another exceptionally high bar for companies in the coming periods. The key question no longer lies in whether companies can deliver strong earnings, but in how they \[…\] ## [Enovix (ENVX) Plans to Double Drone Battery Capacity. Is a $183M Pipeline Enough to Justify the Expansion?](https://www.insidermonkey.com/blog/enovix-envx-plans-to-double-drone-battery-capacity-is-a-183m-pipeline-enough-to-justify-the-expansion-1822092/) _2026-08-25 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Enovix Corporation (NASDAQ:ENVX) shares fell 3.8% to $3.27 on August 20, the day the company announced plans to double its production capacity for drone batteries in South Korea. The expansion could strengthen Enovix’s position in defense and industrial markets, but the headline pipeline figure requires closer examination. Enovix Corporation (NASDAQ:ENVX) expects the added capacity to \[…\] ## [Wolfspeed (WOLF) Says AI Data Center Revenue More Than Doubled. Can it Restore Positive Gross Margins?](https://www.insidermonkey.com/blog/wolfspeed-wolf-says-ai-data-center-revenue-more-than-doubled-can-it-restore-positive-gross-margins-1822085/) _2026-08-25 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Wolfspeed, Inc. (NYSE:WOLF) shares closed 9.4% lower at $26.35 on August 20 following its fiscal fourth-quarter results. Revenue reached $149.6 million, while the company reported a $145.4 million GAAP net loss and a $62.4 million company-defined adjusted EBITDA loss. Wolfspeed, Inc. (NYSE:WOLF) said AI data center revenue more than doubled in fiscal 2026 compared with \[…\] ## [BILL (BILL) Expanded Non-GAAP Operating Profit While Reported Business Metric Fell. Has its Efficiency Push Gone Too Far?](https://www.insidermonkey.com/blog/bill-bill-expanded-non-gaap-operating-profit-while-reported-business-metric-fell-has-its-efficiency-push-gone-too-far-1822087/) _2026-08-25 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ BILL Holdings, Inc. (NYSE:BILL) finished fiscal 2026 with stronger revenue and sharply higher non-GAAP profitability, but its aggregate business metric moved in the opposite direction. Fourth-quarter revenue increased 14% year over year to $436.2 million, while core revenue—subscription and transaction fees—grew 16% to $400.5 million. Non-GAAP operating income at BILL Holdings, Inc. (NYSE:BILL)… ## [Daqo (DQ) Has $1.9B in Liquidity and a Negative Gross Margin. Which Number Matters More?](https://www.insidermonkey.com/blog/daqo-dq-has-1-9b-in-liquidity-and-a-negative-gross-margin-which-number-matters-more-1822083/) _2026-08-25 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Daqo New Energy Corp. (NYSE:DQ) shares finished 6.6% higher at $14.98 on August 20 after the polysilicon producer reported second-quarter results that captured the central tension in its investment case. Daqo has substantial financial resources, but its current selling economics remain unsustainable. Second-quarter revenue increased to $62.7 million from $26.7 million sequentially as polysilicon… ## [ZIM (ZIM) Beat Estimates but Trades 19% Below its Buyout Price. Is the Deal Discount Too Wide?](https://www.insidermonkey.com/blog/zim-zim-beat-estimates-but-trades-19-below-its-buyout-price-is-the-deal-discount-too-wide-1822080/) _2026-08-25 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) reported better-than-expected second-quarter results on August 19. Revenue increased 9% to $1.78 billion, exceeding the $1.60 billion consensus estimate. Non-IFRS adjusted diluted EPS was $0.64 versus a consensus loss of $0.33, while IFRS diluted EPS was $0.53. Reported net income increased to $64 million. Shares of ZIM Integrated Shipping \[…\] ## [Redditors Are Skeptical of SpaceX’s Orbital Data Centers. Are They Right?](https://www.insidermonkey.com/blog/redditors-are-skeptical-of-spacexs-orbital-data-centers-are-they-right-1822387/) _2026-08-25 · Habib Ur Rehman · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Space Exploration Technologies Corp. (NASDAQ:SPCX) wants to put AI compute in orbit, and plenty of Redditors on investment subs think the idea makes little economic sense. The skepticism is intuitive. SpaceX’s Starmind AI1 satellites will use Rubin GPUs and Vera CPUs from NVIDIA Corporation (NASDAQ:NVDA), yet Nvidia Corp. (NASDAQ:NVDA) is now delivering major AI hardware \[…\] ## [Home Depot (HD) Beat Q2 Estimates. What Did the $685M Tariff Refund Change?](https://www.insidermonkey.com/blog/home-depot-hd-beat-q2-estimates-what-did-the-685m-tariff-refund-change-1811616/) _2026-08-25 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ The Home Depot, Inc. (NYSE:HD) reported a stronger-than-expected fiscal second quarter, although the results did not establish a broad home-improvement recovery. Sales increased 5.7% to $47.86 billion, above the $47.27 billion consensus estimate. Company-defined non-GAAP adjusted diluted EPS rose to $4.92 from $4.68 and exceeded the $4.73 estimate. That measure excludes acquired intangible-asset… ## [Michael Burry Says This $21 Billion AI Startup Could Crack Nvidia’s Empire](https://www.insidermonkey.com/blog/michael-burry-says-this-21-billion-ai-startup-could-crack-nvidias-empire-1821294/) _2026-08-25 · Habib Ur Rehman · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Michael Burry has spent much of the AI boom looking for cracks in Nvidia Corporation (NASDAQ:NVDA). Now, the “Big Short” investor thinks he may have found one. Burry recently called Etched, a four-year-old AI chip startup, “serious competition” for Nvidia. The timing makes the warning harder to dismiss. Etched just raised $700 million in a \[…\] ## [Baidu (BIDU) Sank 12.7% After Earnings. Is Its AI Transition Losing Momentum?](https://www.insidermonkey.com/blog/baidu-bidu-sank-12-7-after-earnings-is-its-ai-transition-losing-momentum-1811621/) _2026-08-25 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Baidu, Inc. (NASDAQ:BIDU) reported a second quarter that made its AI transformation look both more credible and more difficult. Revenue fell 4% year over year to RMB31.3 billion, below consensus estimates of roughly RMB32.0 billion, while non-GAAP diluted earnings per ADS of RMB7.22 also missed consensus estimates of RMB9.84. Shares closed Tuesday at $90.87, down \[…\] ## [Ship software peacefully (Sponsored)](https://crawlproof.com/a/1qVVw64gNRmZ) _2026-08-25 · **Sponsored**_ Connect your repo and deploy instantly — Railway handles config, scaling, and monitoring. ## [Better-Than-Expected: These Stocks Just Topped Q2 Projections](https://www.insidermonkey.com/blog/better-than-expected-these-stocks-just-topped-q2-projections-1821890/) _2026-08-23 · Usman Kabir · Insider Monkey – Free Hedge Fund and Insider Trading Data_ The second quarter earnings season has shown that companies are generating exceptional profits, and that a significant portion of the headline improvement is connected to investments in artificial intelligence. Reuters reported on August 20 that aggregate S&P 500 earnings had risen 52 percent year-on-year, with profits from the technology sector alone jumping 74%. Even after \[…\] ## [Don’t Sell SanDisk Corporation (NASDAQ:SNDK) Because A Billionaire Did So, Says Jim Cramer](https://www.insidermonkey.com/blog/dont-sell-sandisk-corporation-nasdaqsndk-because-a-billionaire-did-so-says-jim-cramer-1811729/) _2026-08-23 · Ramish Cheema · Insider Monkey – Free Hedge Fund and Insider Trading Data_ SanDisk Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC) are among the two hottest stocks on the market right now. The pair has benefited from the booming demand for memory storage devices used in AI data centers. Year-to-date, the two stocks are up by more than 400% and 100%. Over the past couple of months, Cramer \[…\] ## [Jim Cramer Wasn’t Happy About Chevron Corporation (NYSE:CVX) Price Target Cut](https://www.insidermonkey.com/blog/jim-cramer-wasnt-happy-about-chevron-corporation-nysecvx-price-target-cut-1818029/) _2026-08-23 · Ramish Cheema · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Oil major Chevron Corporation (NYSE:CVX)’s shares are up by 29% over the past year and by 31% year-to-date. It is one of Cramer’s top stocks in the sector, as in several appearances, the CNBC TV host has recommended Chevron Corporation (NYSE:CVX) over its peer firm Exxon. Among the reasons that Cramer has praised the firm \[…\] ## [Jim Cramer Wants You To Look At The Bigger Picture For Apple Inc. (NASDAQ:AAPL)](https://www.insidermonkey.com/blog/jim-cramer-wants-you-to-look-at-the-bigger-picture-for-apple-inc-nasdaqaapl-1821083/) _2026-08-23 · Ramish Cheema · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Apple Inc. (NASDAQ:AAPL) is one of Cramer’s favorite stocks. The shares are up by 35.8% over the past year and by 14% year-to-date. In 2026, the consumer electronics giant has suffered from the ongoing shortage in the memory industry due to the AI data center buildouts. The shortage forced Apple Inc. (NASDAQ:AAPL) to raise prices \[…\] ## [Jim Cramer Said NVIDIA Corp. (NASDAQ:NVDA) Doesn’t Need Anyone But Elon Musk](https://www.insidermonkey.com/blog/jim-cramer-said-nvidia-corp-nasdaqnvda-doesnt-need-anyone-but-elon-musk-1821096/) _2026-08-23 · Ramish Cheema · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Even though NVIDIA Corp. (NASDAQ:NVDA)’s shares have remained lukewarm in 2026 and are up by 13.7% year-to-date, Cramer continues to be a believer. The CNBC TV host continues to believe that the company is at the center of an industrial revolution and its products are the leading ones in the market. In his morning appearance \[…\] ## [Jim Cramer Shared Insights Into Space Exploration Technologies Corp. (NASDAQ:SPCX) Short Selling](https://www.insidermonkey.com/blog/jim-cramer-shared-insights-into-space-exploration-technologies-corp-nasdaqspcx-short-selling-1821149/) _2026-08-23 · Ramish Cheema · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Space Exploration Technologies Corp. (NASDAQ:SPCX)’s post IPO performance has seen the shares dip by 14.9% since their first closing price of $160. Cramer has discussed the firm frequently since it listed the shares for trading. He believes in Space Exploration Technologies Corp. (NASDAQ:SPCX)’s long-term potential and has advised subscribers and viewers to buy the shares \[…\] ## [Jim Cramer Argued It’s A New World For Palo Alto Networks & CrowdStrike Holdings](https://www.insidermonkey.com/blog/jim-cramer-argued-its-a-new-world-for-palo-alto-networks-crowdstrike-holdings-1821172/) _2026-08-23 · Ramish Cheema · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Cybersecurity firms Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are among the stocks that Jim Cramer has consistently advocated over the past couple of months. Over the year, the two stocks are up by more than 80%. The priimary narrative drivers for both firms are their initiatives to operate in a software \[…\] ## [Jim Cramer Dismissed Market Reaction To Cisco Systems, Inc. (NASDAQ:CSCO) Following Earnings](https://www.insidermonkey.com/blog/jim-cramer-dismissed-market-reaction-to-cisco-systems-inc-nasdaqcsco-following-earnings-1821631/) _2026-08-23 · Ramish Cheema · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Networking equipment provider Cisco Systems, Inc. (NASDAQ:CSCO)’s shares are up by more than 60% over the past year and by more than 40% year-to-date. With the AI buildout in full swing, the firm has benefited from the demand for its products from data centers. This was evident through Cisco Systems, Inc. (NASDAQ:CSCO)’s fiscal Q4 revenue \[…\] ## [Jim Cramer Doesn’t Think Home Depot Is Expensive Enough To Be Avoided](https://www.insidermonkey.com/blog/jim-cramer-doesnt-think-home-depot-is-expensive-enough-to-be-avoided-1821669/) _2026-08-23 · Ramish Cheema · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Home improvement retailers The Home Depot, Inc. (NYSE:HD) and Lowe’s Companies, Inc. (NYSE:LOW)’s shares are down by more than 14% over the past year. The housing market continues to undergo a period of turmoil as 30-year fixed mortgages have remained volatile and fluctuated between 6% to 6.8%. Additionally, supply is constrained as, according to WSJ, \[…\] ## [Jim Cramer Advised Being Patient & Buying Walmart Inc. (NASDAQ:WMT)’s Shares](https://www.insidermonkey.com/blog/jim-cramer-advised-being-patient-buying-walmart-inc-nasdaqwmts-shares-1821684/) _2026-08-23 · Ramish Cheema · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Retailers’ Walmart Inc. (NASDAQ:WMT) and Target Corporation (NYSE:TGT)’s shares are on two opposite spectrums when it comes to year-to-date performance. The latter’s stock is down by 8% whole the latter is up by 64%. Cramer discussed the divergence between the two stocks and outlined that while he believed Walmart Inc. (NASDAQ:WMT)’s share price troubles had \[…\] ## [Web Coding With AI, Live (Sponsored)](https://crawlproof.com/a/ZtTlYi9AZDQ0) _2026-08-23 · **Sponsored**_ Collaborative screen sharing with simultaneous remote control, open source. ## [Airbnb Just Hit a Four-Year High. The Downgrade Says That’s the Problem.](https://www.insidermonkey.com/blog/airbnb-just-hit-a-four-year-high-the-first-downgrade-says-thats-the-problem-1811727/) _2026-08-22 · Venkatesh · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Airbnb, Inc. (NASDAQ:ABNB) did everything bulls wanted. The company’s Q2 revenue, reported on August 6, 2026, highlighted a 17% rise in revenue to $3.6 billion, a 16% increase in gross booking value to $27.2 billion, and a net income of $816 million. Its management lifted full-year guidance on both revenue and margins, reflecting the AI \[…\] ## [Intuitive Machines Misses Big on Earnings. Stifel Upgrades It Anyway](https://www.insidermonkey.com/blog/intuitive-machines-misses-big-on-earnings-stifel-upgrades-it-anyway-1821069/) _2026-08-22 · Sheryar Siddiq · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Intuitive Machines, Inc. (NASDAQ:LUNR) recently released one of its messier quarterly reports as a public company, missing revenue and earnings by significant percentages. Stifel responded by upgrading the stock. A Wide Miss Shares of the company plunged as much as 13% on August 13 when it released second-quarter earnings indicating an adjusted loss of $0.29 per \[…\] ## [Lufax (LU) Narrowed Its Loss 86%. Was the Improvement Mostly Tax-Driven?](https://www.insidermonkey.com/blog/lufax-lu-narrowed-its-loss-86-was-the-improvement-mostly-tax-driven-1811855/) _2026-08-22 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Lufax Holding Ltd (NYSE:LU) narrowed its second-quarter net loss by 86.2% to RMB82 million from RMB594 million a year earlier. The headline improvement, however, came primarily from taxes. Pretax profit declined to RMB30 million from RMB266 million, while income-tax expense fell to RMB112 million from RMB861 million. Total income decreased 15.5% to RMB6.23 billion, and \[…\] ## [argenx SE (ARGX) Won Its Phase 3 Myositis Trial. How Much Does the Subgroup Miss Matter?](https://www.insidermonkey.com/blog/argenx-se-argx-won-its-phase-3-myositis-trial-how-much-does-the-subgroup-miss-matter-1811196/) _2026-08-22 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ argenx SE (NASDAQ:ARGX) delivered a clearly positive headline result from the Phase 3 ALKIVIA trial. VYVGART Hytrulo produced a 15.4-point mean advantage over placebo on the Total Improvement Score, or TIS, at Week 52 in the combined immune-mediated necrotizing myopathy and dermatomyositis population. The difference was statistically significant, with a p-value of 0.0011. The result \[…\] ## [Cerebras (CBRS) Doubled Core Revenue. Why Did GAAP Hardware Sales Fall 23%?](https://www.insidermonkey.com/blog/cerebras-cbrs-doubled-core-revenue-why-did-gaap-hardware-sales-fall-23-1811211/) _2026-08-22 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Cerebras Systems Inc. (NASDAQ:CBRS) reported record second-quarter core revenue of $209.9 million, up 103% from a year earlier. Core revenue is a company-defined non-GAAP measure that adds back customer-warrant amortization and excludes data-center pass-through revenue. Core revenue exceeded management’s approximately $194 million guidance, but GAAP revenue increased 74% to $180.1 million, below… ## [Micron (MU) Fell 7%. Is the AI Memory Trade Now Too Expensive?](https://www.insidermonkey.com/blog/micron-mu-fell-7-is-the-ai-memory-trade-now-too-expensive-1811849/) _2026-08-22 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Micron Technology, Inc. (NASDAQ:MU) fell 7% to $940.76 on August 19 amid a semiconductor selloff as rising bond yields increased scrutiny of highly valued AI stocks. The Philadelphia Semiconductor Index dropped 5%, and Micron’s decline followed an almost 18% gain over the previous five sessions. Even after the reversal, the shares have more than tripled \[…\] ## [Mercury Systems (MRCY) Booked $660 Million. Why Did its Shares Fall More than 10% After Hours?](https://www.insidermonkey.com/blog/mercury-systems-mrcy-booked-660-million-why-did-its-shares-fall-more-than-10-after-hours-1811846/) _2026-08-22 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Mercury Systems, Inc. (NASDAQ:MRCY) reported record orders, but the results exposed the gap between defense demand and financial conversion. Shares closed down 7.4% at $105.00 and traded about 11.9% lower at roughly $92.50 in late after-hours trading. Revenue rose 6.1% to $289.8 million and beat consensus estimates, while adjusted earnings of $0.37 per share missed \[…\] ## [UGI (UGI) Closed 9.4% Higher on a Reported KKR Bid. Does $42.50 Fully Value Its AI-Power Opportunity?](https://www.insidermonkey.com/blog/ugi-ugi-closed-9-4-higher-on-a-reported-kkr-bid-does-42-50-fully-value-its-ai-power-opportunity-1811843/) _2026-08-21 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ UGI Corporation (NYSE:UGI) closed 9.4% higher at $38.39 on Tuesday following The Wall Street Journal’s report that KKR & Co. Inc. (NYSE:KKR) offered roughly $9 billion, or $42.50 per share, for the energy distributor. The reported price represents a 21.1% premium to Monday’s $35.09 close, but approximately 10.7% upside from the post-report closing price. No \[…\] ## [VNET Group (VNET) Is Expanding Rapidly. Can It Finance the AI Data-Center Buildout?](https://www.insidermonkey.com/blog/vnet-group-vnet-is-expanding-rapidly-can-it-finance-the-ai-data-center-buildout-1811838/) _2026-08-21 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ VNET Group, Inc. (NASDAQ:VNET) reported fast growth from its AI data-center buildout, but the expansion intensified financial pressure. Second-quarter revenue increased 14.2% year over year to RMB2.78 billion, while company-defined adjusted EBITDA, a non-GAAP measure, rose 25.4% to RMB918.3 million. Yet the ADSs fell 16.9% on August 18 after the results. The selloff suggested investors \[…\] ## [Hesai (HSAI) Is Moving Beyond LiDAR. Can Robotics Become a Second Profit Pool?](https://www.insidermonkey.com/blog/hesai-hsai-is-moving-beyond-lidar-can-robotics-become-a-second-profit-pool-1811841/) _2026-08-21 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Hesai Group (NASDAQ:HSAI) reported second-quarter revenue of RMB860.8 million, up 21.9%, as total LiDAR shipments increased 78.4% to 628,275 units. Net income rose 60% to RMB70.6 million, marking a fifth consecutive quarter of GAAP profitability. Yet the shares fell 5.3% on Tuesday, and the segment results exposed the cost of the company’s next ambition. The \[…\] ## [Non-custodial Crypto Payments & Escrow (Sponsored)](https://crawlproof.com/a/bwGsSO2Ex8rv) _2026-08-21 · **Sponsored**_ Accept multi-chain crypto with trustless escrow, instant confirmations, and no KYC ## [Jack Henry (JKHY) Beat Estimates. Can Faster Payments Restore Margin Growth?](https://www.insidermonkey.com/blog/jack-henry-jkhy-beat-estimates-can-faster-payments-restore-margin-growth-1811835/) _2026-08-21 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY) rose 1.9% to $156 in extended trading on August 18. GAAP revenue increased 4.7% to $644.0 million. Non-GAAP adjusted revenue of $633.1 million exceeded the $630.9 million consensus estimate based on nine analysts, while diluted earnings of $1.57 per share surpassed the $1.44 consensus estimate. Processing revenue \[…\] ## [La-Z-Boy (LZB) Fell 16% After Hours. Is Retail Growth Hiding a Wholesale Problem?](https://www.insidermonkey.com/blog/la-z-boy-lzb-fell-16-after-hours-is-retail-growth-hiding-a-wholesale-problem-1811833/) _2026-08-21 · Jeff Lewis · Insider Monkey – Free Hedge Fund and Insider Trading Data_ La-Z-Boy Incorporated (NYSE:LZB) fell roughly 16% in after-hours trading after its fiscal first-quarter results revealed a widening split between a growing company-owned retail business and weakening wholesale and Joybird demand. Retail delivered sales increased 10%, and written same-store sales rose 3%, but consolidated sales declined 3% to $475.7 million. Adjusted operating margin narrowed to… ## [Intuitive Machines (LUNR) Hits Record $1.8B Backlog as Spending Scales Up](https://www.insidermonkey.com/blog/intuitive-machines-lunr-hits-record-1-8b-backlog-as-spending-scales-up-1821533/) _2026-08-21 · Maham Fatima · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 20, Intuitive Machines (NASDAQ:LUNR) reported second-quarter revenue of $206 million, more than four times what it brought in a year earlier, and closed the quarter with a record $1.8 billion in backlog. The company reaffirmed its full-year guidance of $900 million to $1 billion in revenue and said it still expects positive adjusted \[…\] ## [Figure Technologies (FIGR) Leverages Blockchain Infrastructure for Accelerated Growth](https://www.insidermonkey.com/blog/figure-technologies-figr-turns-blockchain-plumbing-into-explosive-growth-1821534/) _2026-08-21 · Maham Fatima · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 13, Figure Technology Solutions (NASDAQ:FIGR) reported second quarter 2026 results that leaned hard into the story it has been telling investors since its IPO. Consumer loan marketplace volume reached $4.3 billion, up 132% from a year earlier and 4% ahead of the top end of guidance, marking a third straight quarter of triple \[…\] ## [Aveanna Healthcare (AVAH) Just Ended A Four-Year Rate Fight](https://www.insidermonkey.com/blog/aveanna-healthcare-avah-just-ended-a-four-year-rate-fight-1821535/) _2026-08-21 · Maham Fatima · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 13, Aveanna Healthcare (NASDAQ:AVAH) held its second-quarter earnings call, and the tone was different from prior quarters spent explaining away a caregiver shortage. Revenue climbed 13.7% year over year to roughly $670 million, and every one of the company’s three divisions grew. But the headline moment came when CEO Jeffrey Shaner announced that \[…\] ## [A Landmark Power Deal Puts Fermi’s (FRMI) Big Bet to the Test](https://www.insidermonkey.com/blog/a-landmark-power-deal-puts-fermis-frmi-big-bet-to-the-test-1821536/) _2026-08-21 · Maham Fatima · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 13, Fermi Inc. (NASDAQ:FRMI) held its second-quarter earnings call and delivered exactly the kind of update a young power developer needs: proof that its plans are turning into contracts. Chairman Marius Haas told investors the company had hit all five commitments from a 90-day plan he laid out three months earlier, topped by \[…\] ## [Drovix Launches In-House Multi-Asset Liquidity and Execution Stack for Sub-Millisecond Fills, Tighter Spreads](https://www.insidermonkey.com/blog/press-releases/drovix-launches-in-house-multi-asset-liquidity-and-execution-stack-for-sub-millisecond-fills-tighter-spreads-1821500/) _2026-08-21 · financewire · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Port Louis, Mauritius, 21st August 2026, FinanceWire ## [STARTRADER Launches XAUUSD247, Extending Gold CFD Access Across the Full Week](https://www.insidermonkey.com/blog/press-releases/startrader-launches-xauusd247-extending-gold-cfd-access-across-the-full-week-1821516/) _2026-08-21 · financewire · Insider Monkey – Free Hedge Fund and Insider Trading Data_ Port Louis, Mauritius, 21st August 2026, FinanceWire ## [Stratasys (SSYS): A Pivotal Transition Meets Cash Flow Realities](https://www.insidermonkey.com/blog/stratasys-ssys-a-pivotal-transition-meets-cash-flow-realities-1821537/) _2026-08-21 · Maham Fatima · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 13, Stratasys (NASDAQ:SSYS) held its second-quarter earnings call, and the headline number was consumables revenue hitting a record $66.3 million. For a company trying to prove it has moved beyond selling prototyping machines into recurring, production-grade manufacturing, that record matters more than the top line itself. But underneath the record sat a cash \[…\] ## [Abeona’s (ABEO) Gene Therapy Launch Hits A Pivotal Reimbursement Milestone](https://www.insidermonkey.com/blog/abeonas-abeo-gene-therapy-launch-hits-a-pivotal-reimbursement-milestone-1821538/) _2026-08-21 · Maham Fatima · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 13, Abeona Therapeutics (NASDAQ:ABEO) reported second-quarter results that captured a company scaling a genuinely new kind of medicine while working through the bumps that come with it. ZEVASKYN, its cell therapy for a severe skin disease called recessive dystrophic epidermolysis bullosa, brought in $11.4 million in revenue for the quarter, and the number \[…\] ## [Golar LNG (GLNG) Just Locked In The World’s Scarcest LNG Capacity](https://www.insidermonkey.com/blog/golar-lng-glng-just-locked-in-the-worlds-scarcest-lng-capacity-1821539/) _2026-08-21 · Maham Fatima · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 13, Golar LNG (NASDAQ:GLNG) used its second-quarter earnings call to announce a fourth floating LNG unit, an order signed just hours before the call began. The Mark II vessel will be built at CIMC Raffles Shipyard in China and delivered within 2029, making it the earliest available liquefaction capacity anywhere in the world. \[…\] ## [The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity](https://www.insidermonkey.com/blog/the-trillion-dollar-ai-capex-gap-why-too-much-hardware-could-be-nvidias-trap-and-microsofts-opportunity-1818028/) _2026-08-21 · Habib Ur Rehman · Insider Monkey – Free Hedge Fund and Insider Trading Data_ The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spending from 2026 through 2031. OpenAI and Anthropic, meanwhile, were generating combined annualized revenue of more than $105 billion by August 2026, which is impressive \[…\] ## [Trump Media & Technology Group Corp. (DJT)’s Loss Widened to $238 Million. 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The wider loss came mostly from more than $190 million in losses tied to its digital asset and equity holdings, as crypto prices came under pressure during the \[…\] ## [The Walt Disney Company (DIS)’s CEO Says Parks Were a “Big Surprise.” Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout](https://www.insidermonkey.com/blog/the-walt-disney-company-diss-ceo-says-parks-were-a-big-surprise-comcast-corporation-cmcsa-just-ended-a-three-month-football-blackout-1813198/) _2026-08-21 · Fatima Gulzar · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 14, 2026, The Walt Disney Company (NYSE:DIS) CEO Josh D’Amaro, in his first CNBC interview since succeeding Bob Iger in March 2026, told “Squawk on the Street” that the company’s parks division was a “big surprise” last quarter. Days earlier, on August 11, 2026, Disney and Comcast Corporation (NASDAQ:CMCSA) reached a deal ending \[…\] ## [NVIDIA Corporation (NVDA)’s Space Exploration Technologies (SPCX) Stake Traces Back to a Wild $1.25 Trillion Deal. Here’s How It Happened](https://www.insidermonkey.com/blog/nvidia-corporation-nvdas-space-exploration-technologies-spcx-stake-traces-back-to-a-wild-1-25-trillion-deal-heres-how-it-happened-1813196/) _2026-08-21 · Fatima Gulzar · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 14, 2026, NVIDIA Corporation (NASDAQ:NVDA) disclosed that its Space Exploration Technologies Corp. (NASDAQ:SPCX) stake was worth about $21 billion at the end of the second quarter. A position that traces back to a $10 billion investment NVIDIA made in Elon Musk’s xAI as part of a $20 billion funding round in January 2026, \[…\] ## [MARA Holdings (MARA) Soars Double Digits — Here’s The Catalyst to Watch Now](https://www.insidermonkey.com/blog/mara-holdings-mara-soars-double-digits-heres-the-catalyst-to-watch-now-1821472/) _2026-08-21 · Angelica Ballesteros · Insider Monkey – Free Hedge Fund and Insider Trading Data_ MARA Holdings Inc. (NASDAQ:MARA) clawed back to the $11 territory on Thursday, surging 15.54 percent to finish at $11.15, as investors positioned their portfolios after President Donald Trump renewed his push to Congress to speed up the passage of the Clarity Act. The bill is a proposed US federal law establishing a regulatory framework for \[…\] ## [Applied Materials (AMAT) Beat Estimates and Investors Sold Anyway. Lam Research Corporation (LRCX) Didn’t Have That Problem](https://www.insidermonkey.com/blog/applied-materials-amat-beat-estimates-and-investors-sold-anyway-lam-research-corporation-lrcx-didnt-have-that-problem-1813194/) _2026-08-21 · Fatima Gulzar · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 13, 2026, Applied Materials, Inc. (NASDAQ:AMAT) reported fiscal third-quarter results that topped Wall Street estimates on both revenue and adjusted profit, yet shares fell nearly 5% in after-hours trading and kept sliding into August 14, 2026. Rival Lam Research Corporation (NASDAQ:LRCX) posted its own stronger-than-expected results on July 29, 2026, and saw shares \[…\] ## [Workday (WDAY) Just Had its Best Trading Day in a Decade. Here’s Why Silver Lake Wants In](https://www.insidermonkey.com/blog/workday-wday-just-had-its-best-trading-day-in-a-decade-heres-why-silver-lake-wants-in-1813190/) _2026-08-20 · Fatima Gulzar · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 13, 2026, Workday, Inc. (NASDAQ:WDAY) shares jumped nearly 18%, their best single-day performance in 10 years. This happened after Reuters reported that private equity firm Silver Lake is in talks to acquire the human-resources and financial-management software company in a deal that would rank among the largest software buyouts in history. Why This \[…\] ## [Lenovo Group Limited (LNVGY) and Intel Corporation (INTC) are Both Riding the AI Hardware Boom. One Just Posted a Loss Anyway](https://www.insidermonkey.com/blog/lenovo-group-limited-lnvgy-and-intel-corporation-intc-are-both-riding-the-ai-hardware-boom-one-just-posted-a-loss-anyway-1813188/) _2026-08-20 · Fatima Gulzar · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 13, 2026, The Wall Street Journal reported that Lenovo Group Limited (OTC:LNVGY)’s first-quarter revenue jumped 43% year over year to $26.94 billion on AI hardware demand. The company now expects to hit its $100 billion annual revenue goal ahead of schedule, even as it swung to a net loss. Intel Corporation (NASDAQ:INTC) raised \[…\] ## [AT&T (T) Says It’s Not Scared of the “Token Apocalypse.” NVIDIA Corporation (NVDA)’s CEO Is Cheering the Same Trend](https://www.insidermonkey.com/blog/att-t-says-its-not-scared-of-the-token-apocalypse-nvidia-corporation-nvdas-ceo-is-cheering-the-same-trend-1813186/) _2026-08-20 · Fatima Gulzar · Insider Monkey – Free Hedge Fund and Insider Trading Data_ On August 12, AT&T Inc. (NYSE:T) Chief Data and AI Officer Andy Markus said OpenAI models already power about 25% of the telecom’s total AI usage, with a target of 70% to 80% over time. On the other hand, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang has spent the past month leading a consortium of companies \[…\]