Could AstraZeneca (AZN)’s Stronger Growth Make it a Better Bet than Amgen (AMGN)?
On August 27, AstraZeneca PLC (NYSE:AZN) and Amgen Inc. (NASDAQ:AMGN) scored a shared clinical victory.
Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks
Billionaire Daniel Loeb’s Third Point opened about 16 new positions during the second quarter. Two of the new buys sit well outside the AI trade, and we decided to focus on those for this article.
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So bought 95,000 Cybin Inc. shares at $11.81
Meeks bought 2,152,853 Greenwave Technology Solutions Inc. shares at $3.72
Steinmetz bought 4,356 Arq Inc. shares at $2.27
Steinmetz bought 1,402 Arq Inc. shares at $2.29
Peyovich bought 850 Dycom Industries Inc shares at $296.76
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Bonta sold 546 American States Water Co shares at $88.80
Duffield sold 600 Workday Inc. shares at $204.05
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Could Shell (SHEL)’s Superior Cash Flow Make It a Better Bet Than BP (BP)?
On September 2, Shell Offshore, a subsidiary of Shell plc (NYSE:SHEL), announced the acquisition of a 30% working interest in Conifer, an exploration prospect operated by BP p.l.c.
Could Bristol-Myers Squibb (BMY) Outperform Novartis (NVS) as CAR-T Safety Concerns Shake the Sector?
The pharmaceutical sector was hit with major pipeline news on September 1 when Novartis AG (NYSE:NVS) paused eight clinical trials of rap-cel, its experimental CAR-T cell therapy targeting autoimmune ...
Could Advanced Micro Devices (AMD)’s Partnership With Cisco Systems (CSCO) Unlock a Massive Middle East AI Opportunity?
On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live.
Casey’s (CASY) Growth Plan Is Gaining Traction—Can It Keep Delivering?
Casey's General Stores Inc.
Could Hewlett Packard (HPE)’s Oracle Corporation (ORCL) Partnership Turn AI Networking into its Next Growth Engine?
Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle’s global AI infrastructure using HPE Juniper Networking...
Intel (INTC) and ASML Move High-NA EUV Into Production. Can the Economics Catch Up?
Intel Corporation (NASDAQ:INTC) and ASML Holding N.V. (NASDAQ: ASML) have recently provided fresh evidence that High-NA EUV lithography is advancing in commercial manufacturing.
Is AbbVie (ABBV)’s $10.9 Billion Apogee Therapeutics (APGE) Deal the Next Catalyst for Growth?
On September 3, AbbVie Inc. (NYSE:ABBV) finalized its acquisition of clinical-stage biotech Apogee Therapeutics, Inc. (NASDAQ:APGE) for $135.11 per share in cash.
Could Apple (AAPL) Stock Win as Intel Corporation (INTC) Fades from the Mac Ecosystem?
Apple Inc. (NASDAQ:AAPL) and Intel Corporation (NASDAQ:INTC) represent two sides of a historical silicon transition.
Jim Cramer Explains Why He Picks Apple (AAPL) as His Ultimate Portfolio "Quarterback"
During the episode aired on September 8, Mad Money host Jim Cramer turned his focus to Apple Inc.
Is HealthStream (HSTM) a Better Healthcare Bet Than Humana (HUM) Right Now?
On August 11, Humana Inc. (NYSE:HUM) announced that its Medicaid plan, Humana Healthy Horizons in Indiana, is collaborating with HealthStream, Inc. (NASDAQ:HSTM).
Braze (BRZE) Posts Strong Q2, But Why Is the Stock Falling?
Braze, Inc. (NASDAQ:BRZE) reported strong Q2 results on September 8, but investors appeared more focused on the company’s outlook.
Jim Cramer Discusses the Manufacturing Recovery at GE Aerospace (GE) and Boeing (BA)
During a September 8 episode of Mad Money, Jim Cramer examined the broader aerospace ecosystem following GE Aerospace’s (NYSE:GE) nearly $12 billion agreement to acquire castings specialist Consolidated...
Could Tesla’s (TSLA) Cybercab Unlock a New Growth Driver?
Tesla, Inc. (NASDAQ:TSLA) is moving further into the autonomous-driving market as it has started offering robotaxi rides using its Cybercab.
Ollie’s (OLLI) Earnings Jump 43% Despite Falling Comparable Sales—Can Store Growth Keep It Going?
Ollie's Bargain Outlet Holdings Inc.’s (NASDAQ:OLLI) second quarter results were characterized by robust loyalty membership growth, store count expansion, and a notable boost in earnings despite weakness...
Netskope (NTSK) Rides AI Security Wave to 29% Topline Growth
Netskope Inc. (NASDAQ:NTSK) announced its second quarter results on September 2.
What Comes Next for NetApp (NTAP) After Enhanced Product Strategy and Record Earnings
On September 2, NetApp Inc. (NASDAQ:NTAP) reported its Q1 FY27 results, posting record quarterly net revenue of $2.03 billion.
Credo (CRDO) Has Nearly 38% Upside to Rosenblatt’s Target—What’s Holding It Back?
On September 2, Michael Genovese from Rosenblatt Securities reiterated his Neutral rating for Credo Technology Group Holding Ltd (NASDAQ:CRDO).
Jim Cramer Picks J&J (JNJ) Over Eli Lilly (LLY) and Pfizer (PFE) Among These Healthcare Stocks
On September 3, a caller asked whether to rotate out of artificial intelligence stocks and add to Eli Lilly and Company (NYSE:LLY) rather than chase Johnson & Johnson (NYSE:JNJ) or Cardinal Health (NYSE...
After Years of Sideways Trading, Jim Cramer Sees New Life in Box, Inc. (BOX)
Answering a caller’s query about Box, Inc. (NYSE:BOX) during the lightning round of Mad Money on September 3, Jim Cramer commented: Box is finally, after multiple years, it is finally breaking out.
Jim Cramer Discusses UnitedHealth’s (UNH) Profitable Growth, and Market Positioning
On September 3, a caller asked if UnitedHealth Group Incorporated (NYSE:UNH) has enough profitable growth that they should consider adding it to their portfolio.
Jim Cramer on Intel (INTC) Corporation, Earnings Performance, and Government Stake
On September 3, a caller mentioned that they are unsure whether to buy, sell, or hold Intel Corporation (NASDAQ:INTC).
VersaBank (VBNK) Surpasses $7 Billion in Total Assets, Targets More US Growth
On September 3, VersaBank (NASDAQ:VBNK) reported its results for the third quarter ended July 31, 2026. The quarter marked another period of record credit assets, revenue, and net interest income.
Campbell’s (CPB) Turnaround Bid Faces a Tough Test as Costs and Weak Demand Persist
The Campbell's Company (NASDAQ:CPB) is taking aggressive steps to turn around its fortunes, but the food company faces a difficult test.
Adobe Is Inviting Figma Users to Test a New AI Design Tool. Should Investors Worry?
Adobe Inc. (NASDAQ:ADBE) is asking designers who use Figma, Inc. (NYSE:FIG) and similar tools to help test Project Oasis, a web-based graphic-design tool with brand-aware AI.
Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity
Broadcom Inc. (NASDAQ:AVGO) could be one of the biggest beneficiaries of Anthropic’s accelerating compute requirements.
Caterpillar (CAT)’s FieldAI Partnership Strengthens Its AI Autonomy Opportunity
Caterpillar Inc. (NYSE:CAT) is stepping up its push into AI-powered autonomy as the company looks to help customers build, move and power progress more safely and efficiently.
Robinhood (HOOD) Chain’s Early Revenue Is Explosive. But Can It Last?
Robinhood Markets (NASDAQ:HOOD) could gain an important new source of fee revenue with its recently launched Robinhood Chain platform. Activity on that blockchain is accelerating rapidly.
Northrop Grumman (NOC) Just Won Another Missile-Defense Contract. Why Does the Stock Still Trade at a Discount?
Wall Street has bid up defense contractors on geopolitical tensions alongside expanded missile-defense funding, but Northrop Grumman Corporation (NYSE:NOC) remains an outlier.
Axon (AXON) Was the S&P's Biggest Loser — and it’s Not Entirely the Business’s Fault
On September 1, 2026, Axon Enterprise, Inc.
Jim Cramer Prefers CoreWeave (CRWV) Over IREN (IREN)
When a caller inquired about IREN Limited (NASDAQ:IREN) during the lightning round on September 3, Mad Money host Jim Cramer said: If you're going to do neocloud, you got to do, the only one I like is...
Jim Cramer on Alphabet (GOOGL): "I Don't Care Where It Went, I Care Where It's Going"
Focusing on large-cap technology equities that have lagged behind broader market momentum during the September 3 episode of Mad Money, Jim Cramer broke down why Alphabet Inc.
Jim Cramer Breaks Down Why Amazon (AMZN) Is a "Screaming Buy" on AI Potential
During a segment on the September 3 episode, Mad Money host Jim Cramer shared a detailed bullish thesis on Amazon.com, Inc. (NASDAQ:AMZN). He stated: Let's start with Amazon.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Why Cable One (CABO) Became a Repeated Short Target?
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
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