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GameStop (GME)’s Collectibles Business is Quietly Rewriting its Profit Story
Insider Monkey16d agoneutral
GameStop (GME)’s Collectibles Business is Quietly Rewriting its Profit Story

On September 8, 2026, the Wall Street Journal reported GameStop Corp. (NYSE:GME) second-quarter net income of $298.7 million, up from $168.6 million a year earlier, even as revenue fell to $790.2 million from $972.2 million. The video-game retailer raised its full-year adjusted EBITDA outlook to more than $650 million from a prior target of more […]

MACOM (MTSI) Stock May Be 43% Above Fair Value After Earnings Surge
Simply Wall St.16d agobullish
MACOM (MTSI) Stock May Be 43% Above Fair Value After Earnings Surge

MACOM Technology Solutions Holdings has turned a long run of strong share-price gains into a live question about what its current valuation really asks you to pay for its future cash flows. After a powerful multi year move, set against some recent share price weakness, the issue is whether the cash the business can generate over time lines up with where MACOM trades today. Over the past 5 years the stock has returned about 295.6%, which puts a lot of investor expectations on the line if its...

Palantir Technologies (PLTR) AI Deal Rush Meets A Fair Value Debate
Simply Wall St.16d agoneutral
Palantir Technologies (PLTR) AI Deal Rush Meets A Fair Value Debate

Palantir Technologies (PLTR) is back in focus after a cluster of AI focused partnerships with Method Security, NVIDIA and Nebius, raising fresh questions about how these deals might influence the stock’s long term narrative. Recent trading reflects that story taking hold. Palantir Technologies has a 7 day share price return of 6.22% and a 90 day share price return of 37.14%. However, the 1 year total shareholder return is slightly down at 0.45%, while the 3 year total shareholder return is...

SentinelOne (S) Stock May Be 16% Undervalued As AI Security Recognition Grows
Simply Wall St.16d agoneutral
SentinelOne (S) Stock May Be 16% Undervalued As AI Security Recognition Grows

SentinelOne has enjoyed a strong rebound in recent years, yet over a 5 year stretch long term holders are still looking at a deep drawdown. With the stock now trading around US$23.19 and sentiment lifted by its role in AI security, the live question is whether that price can be supported by the cash flows the business is expected to generate. Over 5 years the share price return is down 61.9%, which puts the focus squarely on whether the current valuation is now more closely aligned with what...

Is Bullish (BLSH) Fully Valued Following Its Sharp Rebound?
Simply Wall St.16d agoneutral
Is Bullish (BLSH) Fully Valued Following Its Sharp Rebound?

Bullish (NYSE:BLSH) has drawn fresh attention after a sharp daily gain of 8.8%, adding to a one-month move of 41.8% and a 3-month return of 44.9%. For context, Bullish shares trade at US$34.91 and recent momentum has been strong, with a 30 day share price return of 41.8% and a 90 day gain of 44.9%. However, the 1 year total shareholder return is still down 46.8%, which hints at sentiment recovering from a much weaker period. Scan beyond Bullish's rebound and size up other fast movers with...

Does Trane Technologies (TT) Trade Below Fair Value on Cash Flow?
Simply Wall St.16d agoneutral
Does Trane Technologies (TT) Trade Below Fair Value on Cash Flow?

Trane Technologies has been a powerful wealth creator over the past few years, and the recent pullback in the share price raises a simple question for investors who still own or are considering the stock. Are the cash flows behind this HVAC and climate solutions business strong enough to support where the market is pricing it today? Over the past 5 years, Trane Technologies has delivered a total return of 142.3%, which puts a lot of investor expectations into focus when you try to line that...

A Failed Cholesterol Drug Raises the Stakes for Amgen (AMGN) and Eli Lilly (LLY) Too
Insider Monkey16d agoneutral
A Failed Cholesterol Drug Raises the Stakes for Amgen (AMGN) and Eli Lilly (LLY) Too

On September 8, 2026, CNBC reported that Novartis’ failed pelacarsen trial has raised the stakes for rival experimental cholesterol drugs from Amgen Inc. (NASDAQ:AMGN) and Eli Lilly and Company (NYSE:LLY), both of which are racing to prove that lowering lipoprotein(a), or Lp(a). It can meaningfully reduce heart attacks and strokes. Analysts said Amgen’s olpasiran faces […]

Review & Preview: Delayed Reaction
Barrons.com16d agoneutral
Review & Preview: Delayed Reaction

A day after the Federal Reserve’s first interest-rate increase in three years, stocks ended the day sharply higher. The rally reflected a reassessment from Wall Street, which had been fairly unmoved in the initial hours following the Fed’s move. Having slept on the hike, Wall Street apparently felt better this morning.

Microsoft (MSFT) Puts a Clock on Free Xbox Cloud Gaming
Insider Monkey16d agoneutral
Microsoft (MSFT) Puts a Clock on Free Xbox Cloud Gaming

On September 3, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT)’s Xbox division will impose monthly time limits on cloud gaming for Game Pass subscribers starting in November, ending years of unlimited access. Game Pass Ultimate subscribers are capped at 15 hours per month, Premium subscribers at 10 hours, and Essential subscribers at 5 hours. Microsoft […]

Meta (META) Hands its New AI Agent the Keys to Your Inbox and Wallet
Insider Monkey16d agoneutral
Meta (META) Hands its New AI Agent the Keys to Your Inbox and Wallet

On September 9, 2026, Reuters reported that Meta Platforms, Inc. (NASDAQ:META) rolled out Muse, a long-touted AI agent that can autonomously send emails, sell a car, and book travel on a person’s behalf, despite internal concerns among Meta’s own employees that the technology mismanages access to sensitive personal data. The agent is modeled on the […]

Novo Nordisk (NVO) Pulls the Plug on Two More Heart Drug Trials
Insider Monkey16d agoneutral
Novo Nordisk (NVO) Pulls the Plug on Two More Heart Drug Trials

On September 7, 2026, Reuters reported that Novo Nordisk A/S (NYSE:NVO) halted two additional trials of its experimental cardiovascular drug ziltivekimab, further denting the Danish drugmaker’s efforts to diversify beyond its blockbuster obesity and diabetes franchise. The move follows a July disclosure that ziltivekimab failed to reduce major adverse cardiovascular events in a late-stage trial. […]

Washington Tells Ford (F) its Chinese Partnerships are a National Security Problem
Insider Monkey16d agobullish
Washington Tells Ford (F) its Chinese Partnerships are a National Security Problem

On September 9, 2026, Reuters reported that U.S. Transportation Secretary Sean Duffy sent a letter to Ford Motor Company (NYSE:F) CEO Jim Farley criticizing the automaker’s business relationships with Chinese battery maker CATL and Chinese automakers Geely and BYD as raising “profound concern.” It specifically flagged Ford’s licensed CATL battery technology at its Marshall, Michigan […]