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Halozyme Therapeutics (HALO) Proposes $1.05B in Convertibles. Is More Time Worth the Cost?
Insider Monkey6d agoneutral
Halozyme Therapeutics (HALO) Proposes $1.05B in Convertibles. Is More Time Worth the Cost?

Halozyme Therapeutics, Inc. (NASDAQ:HALO) announced on September 16 a proposed $1.05 billion offering of convertible senior notes due October 1, 2033. The plan includes an expected option for initial purchasers to buy another $150 million. The interest rate and initial conversion terms were to be determined at pricing. Halozyme Therapeutics, Inc. (NASDAQ:HALO) intends to use […]

Apple (AAPL)’s New CEO Bets Big on a $1,999 Foldable iPhone
Insider Monkey6d agoneutral
Apple (AAPL)’s New CEO Bets Big on a $1,999 Foldable iPhone

On September 9, 2026, Apple Inc. (NASDAQ:AAPL) unveiled the iPhone Duo, its first foldable smartphone and the biggest change to the iPhone’s design in nearly 20 years, at the first product launch event led by new CEO John Ternus since he succeeded Tim Cook on September 1. The book-style, passport-shaped device opens into a 7.6-inch […]

Analog Devices (ADI) Bets $1.35 Billion on Chips that Let Machines Think for Themselves
Insider Monkey6d agoneutral
Analog Devices (ADI) Bets $1.35 Billion on Chips that Let Machines Think for Themselves

On September 9, 2026, Analog Devices, Inc. (NASDAQ:ADI) agreed to acquire privately held Alif Semiconductor for $1.35 billion in cash, with up to $200 million in additional contingent payments. It adds Alif’s low-power, AI-native microcontrollers and fusion processors to ADI’s portfolio of sensing, signal-processing and power-management technology. ADI CEO Vincent Roche described the deal as […]

The Semaglutide Cliff vs. a 10x Multiple: Is Novo Nordisk (NVO) a Value Trap or a Bargain?
Insider Monkey6d agoneutral
The Semaglutide Cliff vs. a 10x Multiple: Is Novo Nordisk (NVO) a Value Trap or a Bargain?

Morgan Stanley has cut Novo Nordisk A/S (NYSE:NVO) to Underweight on September 11, 2026. Semaglutide, the underlying molecule for Wegovy and Ozempic, generates roughly 75% of 2026 revenue. Morgan Stanley models that it will still represent 59% of total sales when its patent protection expires in 2031. And according to the firm, the valuation does […]

Oracle Stock And 2 AI Infrastructure Plays Riding The Next Research Boom
Simply Wall St.6d agoneutral
Oracle Stock And 2 AI Infrastructure Plays Riding The Next Research Boom

AI suddenly looks less like a clever chatbot and more like a new kind of research assistant, with large language models now tackling hard maths and complex code. That shift could reshape where capital flows next. Investors who ignore it risk watching value being created elsewhere. This article examines three stocks connected to this AI research surge and explains how the recent breakthroughs might influence their risk and reward profile. The stocks covered below are only a small sample, and...

SK Hynix (SKHY) Intel Ohio Talks Put Its Cheap Looking Valuation Back In Focus
Simply Wall St.6d agoneutral
SK Hynix (SKHY) Intel Ohio Talks Put Its Cheap Looking Valuation Back In Focus

Reports that SK hynix (NasdaqGS:SKHY) is in early talks with Intel about potential U.S. memory chip production at Intel's Ohio complex have pushed the stock into the spotlight for investors. SK hynix now trades at US$187.50, with a 1-day share price return of 2.46% and a 30-day share price return of 14.74%, while the 7-day share price return has eased 1.35%. This suggests that momentum has been building in recent weeks, even as short term traders lock in some gains around the Intel talks, the...

Paramount (PSKY) Turns California’s Own Words Against it in Warner Bros. (WBD) Bond Fight
Insider Monkey6d agoneutral
Paramount (PSKY) Turns California’s Own Words Against it in Warner Bros. (WBD) Bond Fight

On September 8, 2026, Reuters reported that Paramount Skydance Corporation (NASDAQ:PSKY) said California Attorney General Rob Bonta made television statements that contradict his own legal arguments against Paramount’s request for a $1.88 billion bond in the ongoing court fight over its roughly $110 billion acquisition of Warner Bros. Discovery, Inc. (NASDAQ:WBD). Bonta’s office has argued […]

Starbucks (SBUX)’s New Chai Recipe has its Most Loyal Customers Revolting
Insider Monkey6d agoneutral
Starbucks (SBUX)’s New Chai Recipe has its Most Loyal Customers Revolting

On September 4, 2026, the Wall Street Journal reported that Starbucks Corporation (NASDAQ:SBUX)’ longtime chai latte devotees have turned against the company’s reformulated recipe, introduced in March. It reduced sweetener and shifted from a pre-made concentrate to a new base with just two grams of sugar. Customers have signed petitions, flooded Starbucks’ corporate lines, and […]

Investing.com6d agoneutral
Jefferies stays bullish on S&P 500, sees 9,000 by end-2027

Investing.com -- Jefferies expects the S&P 500 to extend its gains through the end of 2026 and into next year, arguing that stronger-than-expected corporate earnings and continued artificial intelligence investment can outweigh risks from inflation, higher oil prices and elevated bond yields.

Investing.com6d agoneutral
Midterm elections: What do equity markets typically do and what is priced?

Investing.com -- U.S. stocks have historically gained in the months following midterm elections, with the S&P 500 typically experiencing heightened volatility in September and October before stronger performance toward year-end and into the following spring, according to a UBS research note. The S&P 500 has gained an average 14.5% from the end of August through the end of March in midterm election years since 1950, with a median return of 16.4%, UBS strategists said. The period has typically sta

Upstart Holdings (UPST) Nears Earnings, Is The Stock Trading At A Discount?
Simply Wall St.6d agoneutral
Upstart Holdings (UPST) Nears Earnings, Is The Stock Trading At A Discount?

Why Upstart Holdings Stock Just Drew Fresh Attention Upstart Holdings (UPST) edged up to about $25 in the latest session after a 1.01% gain, as traders focused on the upcoming earnings report and its expected 15.38% year-over-year EPS increase. Recent trading tells a mixed story for Upstart Holdings. The 1-day share price return of 0.93% comes after the stock fell 17.49% over 30 days and declined 45.46% year to date, while the 1-year total shareholder return is down 63.18%. As a result,...

ASML (ASML) and Chip Giants like TSMC Plot a Bigger Canvas for Building AI Chips
Insider Monkey6d agoneutral
ASML (ASML) and Chip Giants like TSMC Plot a Bigger Canvas for Building AI Chips

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation “High NA” extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the […]

Nordson’s (NDSN) New Vantage XL Addresses Increasing Advanced Semiconductor Packaging Demand
Insider Monkey6d agoneutral
Nordson’s (NDSN) New Vantage XL Addresses Increasing Advanced Semiconductor Packaging Demand

The launch of ASYMTEK Vantage XL comes at a time when demand for advanced semiconductor packaging solutions is accelerating. For that reason, such fluid dispensing system carries a lot of strategic significance for Nordson (NASDAQ:NDSN). It reflects on the company’s push to cater to the intricate packaging requirements that are fueled by high-performance computing, artificial […]

Amazon (AMZN) Taps the UK Bond Market for the First Time to Help Fund its AI Buildout
Insider Monkey6d agoneutral
Amazon (AMZN) Taps the UK Bond Market for the First Time to Help Fund its AI Buildout

On September 8, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) hired JPMorgan Chase, Barclays, HSBC and NatWest to arrange its first-ever sterling-denominated bond sale, with four tranches spanning 3 to 19 years. It is part of a broader push by technology hyperscalers to diversify their funding sources for artificial intelligence infrastructure. The deal priced the […]