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Palantir Technologies (PLTR) Unveils Alliance Push Across AI Supply Chains And Cyber Defense
Simply Wall St.6d agoneutral
Palantir Technologies (PLTR) Unveils Alliance Push Across AI Supply Chains And Cyber Defense

Palantir Technologies (NasdaqGS:PLTR) announced a series of new global alliances with Fujitsu, NVIDIA, Method Security and Nebius. The renewed Fujitsu agreement aims to expand Palantir software across international manufacturing and other sectors for digital operations projects. Palantir reported a new NVIDIA supply chain effort, Method Security's Cardinal cybersecurity program, and a preferred AI infrastructure role with Nebius. The fresh Fujitsu, NVIDIA, Method Security and Nebius deals...

Pan American Silver (PAAS) Updates its Reserve Base. How Much Growth Reflects Better Mines?
Insider Monkey6d agoneutral
Pan American Silver (PAAS) Updates its Reserve Base. How Much Growth Reflects Better Mines?

Pan American Silver Corp. (NYSE:PAAS) reported on September 16 that its June 30, 2026 proven and probable reserves contained approximately 511.1 million ounces of silver and 6.3 million ounces of gold. Management said operations replaced more than 100% of silver extracted, while the acquired Juanicipio interest further enlarged the reserve base. The 44% attributable interest […]

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 […]

American Eagle (AEO) Holds its Forecast Steady, But Investors Sell Anyway
Insider Monkey6d agobearish
American Eagle (AEO) Holds its Forecast Steady, But Investors Sell Anyway

On September 9, 2026, Reuters reported that American Eagle Outfitters, Inc. (NYSE:AEO) reiterated its full-year comparable sales forecast of mid-single-digit growth even as the apparel retailer flagged persistent weakness in seasonal categories at its namesake brand amid choppy discretionary spending. It sent shares down about 9-10% in extended trading. Quarterly revenue of $1.38 billion edged […]

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 […]

Chewy (CHWY) Beats on Profit Even as Pet Spending Stays Soft
Insider Monkey6d agobullish
Chewy (CHWY) Beats on Profit Even as Pet Spending Stays Soft

On September 9, 2026, Chewy, Inc. (NYSE:CHWY) reported fiscal second-quarter net sales of $3.33 billion, up 7.3% year over year, and adjusted earnings per share of $0.36, nearly double the roughly $0.18 analysts had expected, prompting the company to raise its full-year revenue and profitability outlook. CEO Sumit Singh said the broader pet market did […]

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 […]