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- Indexed articles, last 90 days
- 266
- Latest publication
- Sep 25, 2026
- Outlet visibility, for insidermonkey.com
- Top 1M sites
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- Jul 3, 2026
Latest articles
Vicor (VICR) Stock Is Rallying on Royalties. History Says Be Careful (opens the original)
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Vicor Corporation (NASDAQ:VICR) just delivered one of its sharpest guidance increases in years, doubling its expected sequential revenue growth on the back of new patent-licensing royalties. The increase points to the possibility that its long-running IP strategy is finally generating meaningful returns. However, the company has a documented history of this revenue stream working both ways. Royalty income has previously declined when a customer shifted to allegedly unlicensed alternatives. It ha
SpaceXâs Falcon 9 Wind Down: Rocket Lab Is Set To Gain, Here’s How (opens the original)
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Space Exploration Technologies Corp. (NASDAQ:SPCX) has reportedly stopped accepting new reservations for Falcon 9 rideshare missions, its most reliable and commercially dominant rocket, as it bets that Starship will be ready to fill the resulting capacity gap. It is a bold bet on Starship, the vehicle Elon Musk has described as “a fork in the road of history.” However, Starship has yet to demonstrate a tower catch and reflight of its upper stage, while a rare Sell rating from DZ Bank shows that
Evercore ISI’s Bullish iPhone Survey Faces a Reality Check From Pre-Order Data (opens the original)
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Evercore ISI’s annual consumer survey points to the strongest iPhone upgrade intent in years, with pricing power appearing to be even stronger than unit volume. The findings were strong enough for the firm to raise its price target. While the survey is detailed and supported by historical comparisons, it measures what consumers said they intended to do before the launch. Actual pre-order data for the iPhone 18 now provides a different data point. JP Morgan’s initial delivery lead-time tracking s
Shopifyâs Tailwind Acquisition Feeds the Agentic Commerce Story, But the Market Is Already Nervous About the Bill (opens the original)
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Shopify Inc. (NASDAQ:SHOP) is bringing Tailwind Labs into its platform through an acquisition of the widely used open-source design tool. The deal adds another piece to the company’s vision of becoming the interface layer for “agentic commerce.” The transaction appears small and strategically logical at first glance. However, it comes as Shopify shares have been under significant pressure this week. Investors are increasingly questioning the company’s spending levels and margin trajectory. That
Higher Lithium Prices Strengthen J.P. Morganâs Case, But Execution Still Matters (opens the original)
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J.P. Morgan has taken a notably more constructive stance on Lithium Americas Corp. (NYSE:LAC) and upgraded the stock. The bank expects lithium prices to move into a sustained deficit and views the engineering progress at Thacker Pass as a meaningful step toward reducing production risk. The challenge is that the investment thesis depends heavily on earnings from 2029 onward. The company is not expected to reach full production until 2028, with mechanical completion targeted for late 2027 and com
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