Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?
Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.
Insider Monkey Blog
Equifax (EFX) vs. TransUnion (TRU): Which Beaten-Down Credit Bureau Is the Better Buy?
Equifax Inc. (NYSE:EFX) and TransUnion (NYSE:TRU) are two of the three big credit bureaus, oligopoly toll booths that get paid whenever a lender checks someone's credit.
Public Storage (PSA) vs. Extra Space (EXR): Which Self-Storage REIT Is the Better Buy?
Public Storage (NYSE:PSA) and Extra Space Storage Inc. (NYSE:EXR) are the two giants of self-storage, a recession-resilient corner of real estate.
Jim Cramer Draws a Line Between Rocket Lab (RKLB) and SpaceX (SPCX)
During the October 1 episode of Mad Money, Jim Cramer discussed Rocket Lab Corporation (NASDAQ:RKLB) while reviewing the Nasdaq 100’s third-quarter performance.
Jim Cramer Has Reservations About One of These Software Comebacks
On October 1, Jim Cramer discussed Veeva Systems Inc. (NYSE:VEEV) while reviewing the third-quarter recovery in software stocks. He mentioned that he prefers Salesforce, Inc.
Amgen (AMGN) and Johnson & Johnson (JNJ) Catch Jim Cramer’s Eye for Different Reasons
During the October 1 episode of Mad Money, Jim Cramer discussed Amgen Inc. (NASDAQ:AMGN) while reviewing the Dow Jones Industrial Average’s third-quarter performance.
Jim Cramer Sees Something Worth Revisiting in These Power Stocks
On October 1, Jim Cramer highlighted Constellation Energy Corporation (NASDAQ:CEG) and Vistra Corp.
Novo Nordisk (NVO) or Eli Lilly (LLY)? Jim Cramer Gives a Clear Response
During the October 1 lightning round of Mad Money, a caller said they owned both Novo Nordisk A/S (NYSE:NVO) and Eli Lilly and Company (NYSE:LLY).
Kimberly-Clark’s (KMB) Kenvue (KVUE) Deal Has Jim Cramer Looking Years Ahead
Toward the end of the October 1 lightning round of Mad Money, a caller asked about Kimberly-Clark Corporation (NASDAQ:KMB) and its pending acquisition of Kenvue Inc.
Why Jim Cramer Says This Stock May No Longer Be the Same Cyclical Bet
During the October 1 episode of Mad Money, Jim Cramer observed that the results and long-term customer agreements suggest Micron Technology, Inc.
Jim Cramer Sees One Stock to Own After Corteva’s (CTVA) Breakup
Jim Cramer sees one clear winner from Corteva, Inc. (NYSE:CTVA) latest breakup.
Jim Cramer Draws a Line Between Texas Pacific Land (TPL) and Chevron (CVX)
During the October 2 episode of Mad Money, a caller asked whether Texas Pacific Land Corporation (NYSE:TPL) was a buy, sell or hold after its performance in 2025 and continued...
Jim Cramer Sees More to Applied Materials (AMAT) Than Its Earnings Multiple
On October 2, a caller asked for an opinion about Applied Materials, Inc. (NASDAQ:AMAT) for the next 12 months.
Jim Cramer Sees a Catch in the Nutrien (NTR) Trade
Mentioning the blockade of the Strait of Hormuz on October 2, a caller asked whether Nutrien Ltd. (NYSE:NTR) presents an investment opportunity in the fertilizer sector.
Jim Cramer Spots a Complication in the AXON Story
On October 1, a caller asked for Mad Money host Jim Cramer’s opinion of Axon Enterprise, Inc. (NASDAQ:AXON), and he replied: Okay, I happen to like Rick Smith.
CoreWeave Can Raise Prices Twice in Three Months. Can It Afford to Keep Building?
CoreWeave Inc. (NASDAQ:CRWV) has raised per-hour GPU prices twice, first by 25% across all products in July 2026 and then by another 10% over the past two to three months.
10 Best 52-Week Low Technology Stocks to Buy According to Analysts
In this article, we will take a look at the 10 Best 52-Week Low Technology Stocks to Buy According to Analysts. The technology sector as a whole has had a strong year.
Penguin Solutions (PENG) Flies 13% on Stellar Earnings, FY Outlook
Penguin Solutions Inc.
Jim Cramer Makes His Position Clear on Simon Property Group (SPG)
When a caller mentioned that they are thinking about adding to their position in Simon Property Group, Inc.
SLB’s Move Beyond Oil Fields Has Jim Cramer’s Attention
During the October 2 episode of Mad Money, Jim Cramer discussed SLB N.V.
Jim Cramer Backs Morgan Stanley (MS) After Its Pullback
On October 1, during the episode of Mad Money, a caller asked if it was time to “pull the trigger” on Morgan Stanley (NYSE:MS) given its buyback authorization.
Fastly’s (FSLY) Rally Gets Jim Cramer’s Attention for More Than One Reason
During the October 1 episode of Mad Money, Jim Cramer revisited Fastly, Inc.
Jim Cramer Loves Cloudflare (NET), but There’s a Catch
During the October 1 episode of Mad Money, Jim Cramer discussed Cloudflare, Inc.
Jim Cramer Doubles Down on Avoiding NextEra Energy (NEE)
Inquiring about NextEra Energy, Inc.
Jim Cramer Sees an Investment Case Taking Shape at Avery Dennison (AVY)
Starting the October 5 lightning round of Mad Money, a caller suggested that Avery Dennison Corporation (NYSE:AVY) could benefit from stronger small and midsize businesses heading...
Jim Cramer Revisits FirstCash (FCFS) but Stops Short of a Recommendation
During the October 5 episode of Mad Money, a caller asked about FirstCash Holdings, Inc.
Jim Cramer Explains His Hesitation Over Sarepta (SRPT) Therapeutics
Toward the end of the October 5 lightning round of Mad Money, a caller asked Jim Cramer about Sarepta Therapeutics, Inc. (NASDAQ:SRPT).
Intuitive Surgical (ISRG) and JNJ Give Jim Cramer More Than Valuation to Consider
During the October 5 episode of Mad Money, a caller asked whether Intuitive Surgical, Inc. (NASDAQ:ISRG) was a broken stock and whether they should consider buying it.
Pfizer (PFE) Trades Below 10x Earnings. Why Does Johnson & Johnson (JNJ) Command More Than Twice the Multiple?
Pfizer Inc. (NYSE:PFE) looks cheap based on its forward P/E, but its earnings outlook helps explain the discount.
Johnson & Johnson (JNJ) Is Becoming a Growth Stock. Does AbbVie (ABBV) Make JNJ Look Expensive?
Johnson & Johnson (NYSE:JNJ) is starting to look less like a defensive healthcare giant and more like a growth story.
Is Abbott Laboratories (ABT) a Dividend Bargain After Its 2026 Selloff?
Abbott Laboratories (NYSE:ABT) is a business that is not showcasing any rapid growth trends.
EMCOR vs. IES Holdings: Does a $691 Million Deal Change the Better Buy?
Data-center construction is lifting earnings for EMCOR Group, Inc. (NYSE:EME) and IES Holdings, Inc. (NASDAQ:IESC).
Is Advanced Micro Devices Inc. (AMD) Right to Bet $8.2 Billion on the Future of Physical AI?
Advanced Micro Devices, Inc. (NASDAQ:AMD) has set its sights on gaining early visibility into workloads that could define the next generation of artificial intelligence chips.
Renforth Intersects Broad Nickel-Cobalt and Zinc-Copper-Silver Mineralization in Victoria Undercut Drilling, Including 118.0 M of 0.081% Ni and 10.9 M of 0.544% Zn
SUR-26-58: 118.0 m of 0.081% Ni and 62 ppm Co from 161.0 m, including 17.55 m of 0.255% Zn (with 7.90 m of 0.506% Zn); and 74.3 m of 0.092% Ni from 284.7 m, including 3.85 m of...
Should You Buy Space Exploration Technologies Corp. (SPCX) on AI Compute Business Potential?
Space Exploration Technologies Corp.
Dan Niles Sees a New Way for Meta (META) to Cash In on AI Spending
Dan Niles, founder and portfolio manager of Niles Investment Management, said in a recent program on CNBC that Meta Platforms (NASDAQ:META) could build a public cloud as its next...
Is Microsoft’s (MSFT) AI Spending Finally Paying Off?
Microsoft (NASDAQ:MSFT) is up about 12% so far this year, and investors are nervous about whether the stock can keep growing.
Nvidia (NVDA): Is There Still Room to Run?
Nvidia (NASDAQ:NVDA) went nowhere for most of a year, then broke out in August and now trades at a record high.
Broadcom (AVGO) Is Lagging the Market This Year. Is It a Buy?
Broadcom (NASDAQ:AVGO) is up only about 9% this year and sits about 24% below its 52-week high, even though analysts expect its earnings to rise 71% in fiscal 2026 and 66% in ...
Analyst Points to a Diversified AI Stock Beyond the Chip Makers and Cloud Giants
Holly Mazzocca, president of Bartlett Wealth Management, said in a recent appearance on CNBC's Closing Bell that Amphenol (NYSE:APH) lets investors take part in AI growth without...
Pfizer (PFE) Trades Below Its Own Average Multiple, Is It Cheap for a Reason?
Pfizer (NYSE:PFE) raised its revenue guidance in the second quarter of 2026, held its earnings guidance and announced another round of cost cuts.
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Enterprise AI Adoption and CoCo Agent Expansion Drive Snowflake’s (SNOW) Growth
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
CrowdStrike (CRWD) is Monetizing the Complexities of the AI Cybersecurity Environment
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Micron Technology (MU): Pullback Driven by Debates Over AI Capex Sustainability
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Artisan Developing World Fund’s Q3 2026 Investor Letter
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Nektar Therapeutics (NKTR): $115 Million Lawsuit Victory Over Eli Lilly Clears Multi-Year Overhang
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Exploiting Earnings Volatility: Suja Life (SUJA) Position Update
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Datadog (DDOG) vs. DT and CSCO: Can Multi-Product Adoption Sustain Its High-Growth Story?
Is DDOG a good stock to buy? We came across a bullish thesis on Datadog, Inc. on Astute Optics - US’s Substack.
Hedge Fund Resource Center
