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
UPDATE: First Majestic Reports Q3 2026 Production Results, Announces Q3 Conference Call Details and Renewal of Share Repurchase Program
Vancouver, British Columbia, October 9th, 2026, FinanceWire First Majestic Silver Corp.
10 Best ARK Stocks to Buy Right Now
In this article, we will take a look at the 10 Best ARK Stocks to Buy Right Now.
McKesson (MCK) Joins $5.8 Billion Option Care Health (OPCH) Acquisition. Is the Valuation Justified?
McKesson Corporation (NYSE:MCK) is expanding its specialty healthcare operations through a $5.8 billion acquisition (including debt) of Option Care Health, Inc.
Starbucks (SBUX) and Chipotle (CMG): Could a Potential Takeover Backfire?
Starbucks Corporation (NASDAQ:SBUX) is reportedly exploring a takeover of Chipotle Mexican Grill, Inc.
Jim Cramer Explains How He Would Approach Waste Management (WM) Here
During the October 6 episode of Mad Money, a caller asked whether Waste Management, Inc. (NYSE:WM) offered an opportunity to add to a long-term position around $200.
Jim Cramer Weighs This Stock Against a Defense Sector He No Longer Favors
During the October 6 episode of Mad Money, a caller asked about AEVEX Corp.
Jim Cramer Likes This Stock but Has a Problem With the Price
When a caller asked about Astera Labs, Inc.
Jim Cramer Has a Clear Pecking Order for These Three Chip-Equipment Stocks
Answering a caller’s question about KLA Corporation (NASDAQ:KLAC) during the October 5 episode of Mad Money, Jim Cramer explained how he ranked three major chip-equipment companies...
Jim Cramer Says HPE (HPE) Has Finally Turned a Corner—Can Its Rally Continue?
Jim Cramer revisited Hewlett Packard Enterprise Company (NYSE:HPE) on Mad Money, explaining why its improving profitability and networking business had renewed his interest.
Has Lululemon (LULU) Lost its Mojo?
lululemon athletica inc. (NASDAQ:LULU) has plunged by over 36% over the last six months, compared to a gain of over 42% by the Insider Monkey Billionaire Index.
Marvell (MRVL) Is Aiming for $90B in Sales. Why Does It Trade Under 24 Times Earnings?
Marvell Technology (NASDAQ:MRVL) spent part of this week laying out a plan to become a far bigger company.
Sandisk (SNDK) Posted an 84.6% Margin Quarter. Is its P/E a Bargain or a Peak?
A while ago, Sandisk (NASDAQ:SNDK) turned in the kind of quarter most chip companies only see in investor-day slide decks.
Seagate’s Dividend Has a Large Cash Cushion. Does It Offer Much Income?
Seagate Technology Holdings plc (NASDAQ:STX) generated $3.1 billion of free cash flow in fiscal 2026.
Taiwan Semiconductor (TSM) Grew Profits 77.4%. Is Its Premium Valuation Justified?
A while ago, Taiwan Semiconductor Manufacturing (NYSE:TSM) posted the kind of quarter that makes a chipmaker look almost unfair.
Meta’s (META) Sales Jumped 28% While Free Cash Flow Shrank. Can Muse Close the Gap?
Meta Platforms' (NASDAQ:META) revenue grew 28% in fiscal Q2 2026, to $60.80 billion.
Here are the Compelling Reasons to Add Alphabet (GOOGL)
Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
IBM Consulting Grew Profit 15% on Nearly Flat Sales. Can That Continue?
International Business Machines Corporation (NYSE:IBM) produced a useful surprise inside its consulting business: second-quarter segment profit rose 15.1%, although revenue increased...
AMD vs. Broadcom: How Much Faster Must AMD’s Cash Flow Grow to Earn Its Premium?
Advanced Micro Devices, Inc. (NASDAQ:AMD) and Broadcom Inc.
ServiceNow vs. Palantir: Can Faster AI Growth Justify Paying More Than Four Times as Much for Cash Flow?
ServiceNow, Inc. (NYSE:NOW) and Palantir Technologies Inc. (NASDAQ:PLTR) sell different routes to enterprise automation.
Netflix’s $2.8 Billion Windfall Complicates Its Cash-Flow Story
Netflix, Inc. (NASDAQ:NFLX) received a $2.8 billion termination fee in the first quarter of 2026.
ASML’s Installed-Base Revenue Is Growing. How Recurring Is It?
ASML Holding N.V. (NASDAQ:ASML) generated EUR2.762 billion of installed-base management revenue in the second quarter, up from EUR2.488 billion in the first.
Cisco’s Product Sales Surged. Why Were Services Almost Flat?
Cisco Systems, Inc. (NASDAQ:CSCO) delivered strong fiscal fourth-quarter growth, but the mix deserves attention.
Oracle (ORCL): Exiting Position as Share Surge Narrows Margin of Safety
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2026 investor letter.
Space Exploration Technologies (SPCX) Is Taking on Telecom Giants. Can Its Earnings Catch Up With a $2.2 Trillion Valuation?
Space Exploration Technologies Corp.
Jim Cramer Takes a Fresh Look at Sprouts (SFM) After Its Slide
Starting the lightning round on October 1, when a caller asked about Sprouts Farmers Market, Inc.
Jim Cramer Looks Beyond the Recent Pressure on Quanta Services (PWR)
Starting the lightning round on October 2, a caller mentioned to Jim Cramer that he had recommended Quanta Services, Inc.
Jim Cramer Makes a Bold Call on Planet Labs (PL)
Highlighting that the company has “no profit but no real competition,” a caller inquired about Planet Labs PBC (NYSE:PL) during the lightning round on October 2, and Mad Money...
Jim Cramer Weighs Duke Energy (DUK) Against an Income Alternative
Toward the end of the lightning round during the October 2 episode of Mad Money, when a caller asked about Duke Energy Corporation (NYSE:DUK), Jim Cramer remarked: I think it'...
Robust AI Demand Reinforces NVIDIA’s (NVDA) Market Leadership
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
Domino’s (DPZ) Faces a Moment That Has Jim Cramer Holding Back
During the October 5 episode of Mad Money, a longtime shareholder asked whether Domino’s Pizza, Inc.
Honeywell Aerospace’s (HONA) Valuation Tells Only Part of the Story for Jim Cramer
When a caller asked about Honeywell Aerospace Inc.
Jim Cramer Likes Ciena (CIEN) but Another Optical Stock Holds His Attention
During the October 5 lightning round of Mad Money, a caller asked Jim Cramer about Ciena Corporation (NYSE:CIEN). He replied: I think Ciena’s very good.
RTX Keeps Winning Contracts, but Jim Cramer Sees a Complication
During the October 5 episode of Mad Money, a caller asked why RTX Corporation (NYSE:RTX) had weakened.
Jim Cramer Sees Two Different Stories Inside SOFI’s Slump
When a caller asked whether SoFi Technologies, Inc.
Microsoft (MSFT): Accelerating Azure Revenue Growth Drives Quarterly Gains
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
Why GE HealthCare (GEHC) Is Doubling Down on Pharmaceutical Diagnostics?
Following its spinoff from General Electric, GE HealthCare Technologies Inc.
Stryker (SYK): Near-Term Growth Concerns Overshadow Long-Term Strength
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
Boeing’s (BA) Strategic Push to Balance Rising Demand with Operational Bottlenecks
A growing demand backlog is fueling a highly optimistic narrative for The Boeing Company (NYSE:BA).
CVS Health (CVS) vs Cigna (CI): Which is a Better Stock to Buy?
CVS Health Corporation (NYSE:CVS) traded at around $88 on October 7, up 1.76% on the day and 12.63% higher over twelve months.
Stryker (SYK) Is Changing CEOs After the Stock Fell 25% Over Twelve Months
Stryker Corporation (NYSE:SYK) traded at around $275 on October 7, down 1.01% on the day and 24.85% lower over twelve months.
What is Nebius Group’s (NBIS) Economic Moat, and is it Widening or Narrowing?
Nebius Group N.V. (NASDAQ:NBIS) traded at around $237 on October 7, down 5.09% on the day, though still 88.38% higher over twelve months.
What is ON Semiconductor’s (ON) Economic Moat, and is it Widening or Narrowing?
ON Semiconductor Corporation (NASDAQ:ON) traded at around $83 on October 7, down 4.40% on the day, though still 72.72% higher over twelve months.
Grail (GRAL) vs Guardant Health (GH): Which is a Better Stock to Buy?
GRAIL, Inc. (NASDAQ:GRAL) traded at around $133 on October 7, down 3.19% on the day, though still 93.00% higher over twelve months. Guardant Health, Inc.
DoorDash (DASH) Trails the Market by Wide Margin: Time to Buy the Dip?
DoorDash Inc. (NASDAQ:DASH) has been delivering strong topline growth, but the stock is still searching for a footing.
Astera Labs (ALAB) vs Tower Semiconductor (TSEM): Which is a Better Stock to Buy?
Astera Labs, Inc. (NASDAQ:ALAB) traded at around $382 on October 7, down 1.94% on the day, though still 72.91% higher over twelve months. Tower Semiconductor Ltd.
Lattice Semiconductor (LSCC) vs Microchip (MCHP): Which is a Better Stock to Buy?
Lattice Semiconductor Corporation (NASDAQ:LSCC) traded at around $131 on October 7, down 2.59% on the day, though still 82.53% higher over twelve months.
Jim Cramer Says Enterprise Products Partners (EPD) Is Weak Because of the 30-Year Yield
Enterprise Products Partners L.P. (NYSE:EPD) traded at around $37 on October 7, down 0.94% on the day and 17.69% higher over twelve months.
What is Banco Bradesco’s (BBD) Economic Moat, and is it Widening or Narrowing?
Banco Bradesco S.A. (NYSE:BBD) traded at around $4.34 on October 7, down 3.77% on the day, though still 41.38% higher over twelve months.
Church & Dwight (CHD): Is Faster Growth Earning an Adequate Return on Brand Spending?
Church & Dwight Co., Inc. (NYSE:CHD) is gaining sales in consumer categories where value and shelf visibility matter.
Can Pfizer (PFE) Turn a Forward P/E Discount into Real Returns?
Pfizer Inc. (NYSE:PFE) is up 11.4% year-to-date and leads to a classic value-versus-risk setup.
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