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Insider Monkey Blog

Host Hotels (HST) Just Raised Its Outlook. Can Luxury Travel Keep Delivering?

Host Hotels & Resorts (NASDAQ:HST) held its second-quarter earnings call on August 6, and the numbers gave management enough confidence to raise full-year guidance by more than...

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August 15 - Hedge Funds, News

Jim Cramer Revealed What Went Wrong With Honeywell Aerospace Inc. (NASDAQ:HONA)

Honeywell Aerospace Inc. (NASDAQ:HONA) is the aerospace spinoff of former conglomerate Honeywell International.

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August 15 - News

Jim Cramer Said Domino’s Was Better Than Papa John’s International, Inc. (NASDAQ:PZZA) – But Is He Right?

Pizza chain Papa John’s International, Inc. (NASDAQ:PZZA)'s shares are down by 49% over the past year and by 39% year-to-date.

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August 15 - News

Brinker International Vs Restaurant Brands: Here’s The One Jim Cramer Preferred

Restaurant Brands International Inc. (NYSE:QSR) is a restaurant chain known for operating well-known brands such as Burger King and Popeyes.

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August 15 - News

Diageo (DEO) Vs Constellation (STZ): Hedge Funds Appear To Mirror Jim Cramer’s Sentiment

Cramer's remarks about Diageo PLC (NYSE:DEO) and Constellation Brands, Inc. (NYSE:STZ) marked somewhat of a shift in opinion compared to his statements in 2025.

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August 15 - News

Jim Cramer Continued To Keep The Faith In Ralph Lauren Corporation (NYSE:RL) CEO

Luxury apparel giant Ralph Lauren Corporation (NYSE:RL)'s shares are up by 33.8% over the past year and by 7.3% year-to-date.

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August 15 - News

Jim Cramer Was Worried About Potential Impact On Salesforce Inc. (NYSE:CRM)’s Dreamforce Conference

Customer relationship management software provider Salesforce Inc. (NYSE:CRM)'s shares are down by 19% over the past year and by 22% year-to-date.

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August 15 - News

Jim Cramer Didn’t Think Figma, Inc. (NYSE:FIG) Was Treated The Way It Should Have Been

Figma, Inc. (NYSE:FIG) is a website and mobile application design products and services provider.

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August 15 - News

Jim Cramer Said DoorDash, Inc. (NASDAQ:DASH) Was Shorted On Uber Which Was A Bad Trade

DoorDash, Inc. (NASDAQ:DASH)'s shares are down by 12.5% over the past year and by 1.3% year-to-date.

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August 15 - News

Jim Cramer Was Happy The Market “Cared” About D-Wave Quantum – But Not How You Think

D-Wave Quantum Inc. (NYSE:QBTS)'s shares are up by 24% over the past year and are down by just as much year-to-date.

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August 15 - News

Bill Gates’ Portfolio Just Added Home Depot (HD) Despite Risks. Time to Buy?

Latest filings show the Bill & Melinda Gates Foundation Trust opened a new position in Home Depot (NYSE:HD), worth about $353 million, during the second quarter.

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August 15 - Hedge Funds, News, Stock Analysis

AppLovin’s Real Problem Isn’t Revenue – It’s How the Growth Engine Actually Works

On August 5, 2026, AppLovin Corporation (NASDAQ:APP) announced its second-quarter results, highlighting revenue that grew by 53% to $1.92 billion.

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August 15 - News

AMD, Intel and NVIDIA All Rally as Super Micro’s Blowout Numbers Reignite the AI Trade

Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc.

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August 15 - News

American Auto’s Retreat From China Accelerates as GM and Ford Both Pull Back

General Motors Co (NYSE:GM) is abandoning one of the most storied American automobile brands in the world's largest auto market, and Ford Motor Company (NYSE:F) announced a different...

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August 15 - News

Eli Lilly’s Weight-Loss Pill Just Got Its First Foothold in Europe

Eli Lilly and Company (NYSE:LLY) cleared a notable regulatory hurdle on August 10, when Britain's drug regulator authorized the company's oral GLP-1 drug orforglipron, becoming...

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August 15 - News

How New Mexico’s $567 Million Ruling Could Change Meta

A New Mexico judge has imposed Meta Platforms, Inc.

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August 15 - News

Reddit (RDDT) Is Joining the S&P 500 —What’s Next for the Company?

Reddit Inc.

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August 15 - Market Movers, News

Applied Optoelectronics (AAOI) Expected to Announce Business Updates Next Week

Applied Optoelectronics (NASDAQ:AAOI) saw its share price increase by 15.53 percent on Friday to finish at $150.28 apiece, as investors began positioning portfolios in anticipation...

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August 14 - Market Movers, News

Is Scholar Rock Holding Corporation (SRRK) Better Positioned than Novo Nordisk A/S (NVO) After Recent Setbacks?

Two healthcare players, Scholar Rock Holding Corporation (NASDAQ:SRRK) and Novo Nordisk A/S (NYSE:NVO), find their near-term narratives intertwined over manufacturing compliance...

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August 14 - Hedge Funds, News

Can Veeva Systems Inc. (VEEV)’s AI Platform Keep Pace With Eli Lilly and Company (LLY)’s Explosive Growth

On August 11, Veeva Systems Inc. (NYSE:VEEV) announced that Eli Lilly and Company (NYSE:LLY) committed to deploying Veeva Vault CRM globally.

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August 14 - Hedge Funds, News

Analysts Are Bullish on Heartflow (HTFL) Stock. Here’s Why

Heartflow Inc.

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August 14 - Market Movers, News

Can Abbott Laboratories (ABT)’s Lingo Partnership With Alphabet (GOOG) Unlock a New Era of AI-Powered Health?

On August 11, medtech leader Abbott Laboratories (NYSE:ABT) and tech behemoth Alphabet Inc.

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August 14 - Hedge Funds, News

Can MacroGenics (MGNX) Turn Gilead Sciences (GILD)’s $10M Milestone Into a Major Pipeline Catalyst?

On August 11, Gilead Sciences, Inc. (NASDAQ:GILD) exercised its option to exclusively license a preclinical bispecific program targeting solid tumors using MacroGenics, Inc.

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August 14 - Hedge Funds, News

Vistra (VST) Is Not Just a Power Producer, But an AI Infrastructure Bet

Over the past decade, power producers were valued as cyclical businesses, as their performance was associated with commodity prices and weather patterns.

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August 14 - News

Jim Cramer Says Palantir (PLTR) Deserves a “Little Bit More Love” After a Massive Surge

After a dramatic weekly rally, a caller on the August 11 episode of CNBC’s Mad Money pointed out the rapid trajectory of Palantir Technologies Inc. (NASDAQ:PLTR).

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August 14 - News

Jim Cramer Calls Post-Earnings Pullback in Ferguson Enterprises (FERG) a “Gift”

Shares of distributor Ferguson Enterprises Inc. (NYSE:FERG) experienced post-earnings volatility despite beating quarterly expectations.

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August 14 - News

Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand

NVIDIA Corp.

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August 14 - News

Jim Cramer Reevaluates Novo Nordisk (NVO) as Wegovy Pill Adoption Accelerates

Shares of Danish pharmaceutical giant Novo Nordisk A/S (NYSE:NVO) experienced sharp volatility following its latest quarterly results.

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August 14 - News

Can Keros Therapeutics (KROS)’s $20M Takeda Pharmaceutical Company Limited (TAK) Milestone Unlock a Billion-Dollar Opportunity?

On July 30, Keros Therapeutics, Inc.

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August 14 - Hedge Funds, News

Jim Cramer Weighs In on Lumentum (LITE) and Coherent (COHR) Post-Earnings

Shares of optical technology leaders Lumentum Holdings Inc. (NASDAQ:LITE) and Coherent Corp. (NYSE:COHR) experienced some action after the quarterly reports.

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August 14 - News

Jim Cramer Considers Vistra (VST) and Constellation Oversold (CEG)

Toward the end of the lightning round on August 12, a caller asked host Jim Cramer for his thoughts on Vistra Corp.

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August 14 - News

Is BeOne Medicines AG (ONC) Deal With Revolution Medicines (RVMD) a Win-Win for Both Companies?

Two oncology powerhouses, BeOne Medicines AG (NASDAQ:ONC) and Revolution Medicines, Inc.

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August 14 - Hedge Funds, News

Can AbCellera Biologics (ABCL)’s Vertex Pharmaceuticals Incorporated (VRTX) Deal Turn its TCE Platform Into a Breakthrough?

On July 29, AbCellera Biologics Inc.

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August 14 - Hedge Funds, News

Is Biohaven (BHVN)’s Latest Regeneron Pharmaceuticals (REGN) Deal a Major Catalyst for its Pipeline?

Two prominent biopharmaceutical names, Biohaven Ltd. (NYSE:BHVN) and Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), are deepening their relationship across oncology.

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August 14 - Hedge Funds, News

Could a Tesla (TSLA)-Space Exploration Technologies (SPCX) Merger Help Elon Musk Unlock his Massive Tesla Pay Package?

A potential merger between Elon Musk’s flagship companies, Tesla, Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp.

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August 14 - Hedge Funds, News

Can Fiserv (FISV)’s Turnaround Close the Gap With Mastercard Incorporated (MA)’s Growth Machine?

Payment giants Fiserv, Inc. (NASDAQ:FISV) and Mastercard Incorporated (NYSE:MA) announced a major strategic global partnership on August 4.

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August 14 - Hedge Funds, News

Q2 Outliers: 16 Stocks Beating Earnings Estimates

Although technology and AI have remained central to the growth narrative in the second-quarter earnings season, the latest data shows that this season is not just a tech earnings...

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August 14 - Hedge Funds, News

AST SpaceMobile (ASTS) Has a $1.3B Backlog. Can it Build Fast Enough?

Investors appeared more interested in AST SpaceMobile, Inc. (NASDAQ:ASTS)'s deployment progress.

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August 14 - Hedge Funds, News

Why Is Teledyne Technologies (TDY) Paying a 52% Premium for Varex (VREX)?

Varex Imaging Corporation (NASDAQ:VREX) surged 48.5% to $18.42 on August 10 after Teledyne Technologies Incorporated (NYSE:TDY) agreed to acquire the X-ray technology company ...

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August 14 - Hedge Funds, News

Embraer (EMBJ) Raised Its Cash Flow Floor to $400M. How Much Is Repeatable?

Embraer S.A. (NYSE:EMBJ) gave investors a strong headline and a complicated earnings bridge.

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August 14 - Hedge Funds, News

Barrick Mining (B) Cleared Its IPO Hurdle. Why Did Shares Fall 6%?

Newmont Corporation (NYSE:NEM) consented to the transaction as part of an agreement resolving the companies’ disputes over Nevada Gold Mines.

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August 14 - Hedge Funds, News

Did Greg Abel Just End Berkshire Hathaway’s (BRK-B) Cash-Hoard Problem?

Berkshire Hathaway Inc. (NYSE:BRK-B) shares closed 1.5% higher at $529.42 on August 10 after gaining as much as over 3% during the session.

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August 14 - Hedge Funds, News

How Serious Are Thousands of Addiction Lawsuits for Meta (META) and Snap (SNAP)?

A federal appeals court removed another procedural obstacle facing more than 3,000 lawsuits accusing Meta Platforms, Inc. (NASDAQ:META), Snap Inc.

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August 14 - Hedge Funds, News

Aristotle Core Equity Fund’s Q2 2026 Investor Letter

Aristotle Capital Management, LLC, an investment management company, released its "Core Equity Fund" Q2 2026 investor letter. The fund returned 14.69% in the second quarter ...

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August 14 - Hedge Fund Investor Letters, News

Aristotle Small Cap Equity Fund’s Q2 2026 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter.

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August 14 - Hedge Fund Investor Letters, News

Hims & Hers (HIMS) Raised Guidance. Can Growth Survive Its GLP-1 Margin Reset?

Hims & Hers Health, Inc.

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August 14 - Hedge Funds, News

Rocket Lab (RKLB) Set a Revenue Record. Is Neutron Slipping Into 2027?

Rocket Lab Corporation (NASDAQ:RKLB) shares continued to decline on Tuesday after falling roughly 7% in extended trading Monday.

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August 14 - Hedge Funds, News

AI Shopping is Sending Better Leads to Ulta and Etsy. Can They Keep the Customer?

On August 7, Reuters reported that 41% of U.S. consumers used generative AI for online shopping in June, according to Adobe Analytics.

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August 14 - Hedge Funds, News

The Trade Desk (TTD) Plunged 22%. Did its Agency Problem Just Become an Earnings Problem?

The Trade Desk, Inc.

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August 14 - Hedge Funds, News

Is Autonomous Driving Becoming a Risk for Uber (UBER)?

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

August 14 - Hedge Fund Investor Letters, News

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