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
PTC (PTC) vs Autodesk (ADSK): Which is a Better Stock to Buy?
PTC Inc. (NASDAQ:PTC) traded at around $194 on October 7, little changed on the day and 4.32% lower over twelve months. Autodesk, Inc.
What is Marvell’s (MRVL) Economic Moat, and is it Widening or Narrowing?
Marvell Technology, Inc. (NASDAQ:MRVL) traded at around $285 on October 7, down 0.81% on the day, though still 216.51% higher over twelve months.
What is Constellation Energy’s (CEG) Economic Moat, and is it Widening or Narrowing?
Constellation Energy Corporation (NASDAQ:CEG) traded at around $300 on October 7, down 0.27% on the day and 21.61% lower over twelve months.
Jim Cramer Told a Broadcom (AVGO) Holder Not to Sell, and Said He Trimmed It Himself
Broadcom Inc. (NASDAQ:AVGO) traded at around $377 on October 7, little changed on the day and 8.92% higher over twelve months.
Jim Cramer Says Cerebras (CBRS) Is a Good Company and Too Expensive a Stock
Cerebras Systems Inc. (NASDAQ:CBRS) traded at around $175 on October 7, down 1.16% on the day and below the $185 price of its May initial public offering.
What is Illumina’s (ILMN) Economic Moat, and is it Widening or Narrowing?
Illumina, Inc. (NASDAQ:ILMN) traded at around $268 on October 7, down 2.11% on the day, though still 183.61% higher over twelve months.
Jim Cramer Says ON Semiconductor (ON) is the Laggard Semi That Can Play Catch Up
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.
Moderna (MRNA) Was Removed From the Nasdaq-100 and Is Going Back In. What Changed?
Moderna, Inc. (NASDAQ:MRNA) traded at around $196 on October 7, up 4.81% on the day and 571.42% higher over twelve months.
Lockheed Martin (LMT) Gets $674 UBS Price Target. Can Missile Demand Drive More Upside?
Gavin Parsons from UBS recently upgraded Lockheed Martin Corp. (NYSE:LMT) from Neutral to Buy. The analyst also adjusted his target price for the stock from $581 to $674.
Is the Market Underestimating Amazon’s (AMZN) Moat?
Amazon.com, Inc. (NASDAQ:AMZN) has one of the strangest moats in the stock market because it is not really one moat.
Seagate & Western Digital: Jim Cramer Said They Haven’t Added Capacity But The Firms Might Have A Clever Strategy
Computer storage product manufacturers Seagate Technology Holdings plc (NASDAQ:STX) and Western Digital Corporation (NASDAQ:WDC) are among the top performers on the market.
Micron (MU) Is A Stock Jim Cramer Thinks Could Go From ~$1,000 To ~$2,000 Per Share
Micron Technology Inc.’s (NASDAQ:MU) and SK Hynix Inc.
Coca-Cola (NYSE:KO) & Johnson & Johson (NYSE:JNJ): Buy Them For The Dividends, Says Jim Cramer
Coca-Cola (NYSE:KO) and Johnson & Johnson (NYSE:JNJ), while operating in completely different industries, factored into the discussion in Cramer's October 2nd morning appearance...
Could an FDA Nod for MR-141 Give Viatris (VTRS) and Opus Genetics (IRD) a Presbyopia Payoff?
Viatris Inc. (NASDAQ:VTRS) and Opus Genetics, Inc. (NASDAQ:IRD) are waiting on the same decision.
Chipotle (CMG) vs. CAVA (CAVA): Is CAVA’s Growth Worth the Premium?
Chipotle Mexican Grill, Inc. (NYSE:CMG) and CAVA Group, Inc. (NYSE:CAVA) are competing for some of the same customers, but they are at very different stages of their lives.
Can Palo Alto Networks Partnership Lift Semtech’s (SMTC) AirLink Portfolio?
A recent product integration with Palo Alto Networks Next-Generation Firewalls allowed Semtech Corp.
Jim Cramer Said NVIDIA’s Shares Were Due For A Gut Check Following Morgan Stanley’s Coverage
Nvidia Corporation (NASDAQ:NVDA) and Amazon.com, Inc.
Jim Cramer On SpaceX (SPCX): Buy Tesla (TSLA) If You Like It As An Earnings Explosion Might Be Coming
Since its IPO earlier this year, Space Exploration Technologies Corp. (NASDAQ:SPCX)'s shares are up by a modest 4% over their first day's closing price.
Jim Cramer Said It Was “Suddenly” A Market For Walmart (WMT) But Made A Big Prediction For Target (TGT)
Cramer has frequently discussed Walmart Inc. (NASDAQ:WMT) and Target Corporation (NYSE:TGT) in a group over the past month or so.
Eaton (NYSE:ETN) and Nucor (NYSE:NUE): Jim Cramer Likes Both But One Might Be A Hidden Data Center Stock
While Eaton Corporation plc (NYSE:ETN) and Nucor Corporation (NYSE:NUE) operate in different industries, for Cramer, it's all about the data center.
Could Palantir Foundry Be a Turning Point for Ocean Power Technologies (OPTT)?
Ocean Power Technologies’ (NYSEAMERICAN:OPTT) implementation of Palantir Foundry is intended to support its expanding deployment footprint across U.S.
Jim Cramer On GE Vernova (GEV) & Vertiv (VRT): Two Stocks To Buy Due To The Jobs
GE Vernova Inc. (NYSE:GEV) and Vertiv Holdings Co (NYSE:VRT) made it on Jim Cramer's radar on October 2nd due to their exposure to the data center industry.
Jim Cramer On TJX Companies (NYSE:TJX): I Bought It But Didn’t Want To Hype My Position
The TJX Companies, Inc. (NYSE:TJX) and Ross Stores, Inc. (NASDAQ:ROST) are two stocks that Jim Cramer regularly discusses together.
Is Airbnb’s (ABNB) Growth Worth Paying More Than Twice as Much as Its Peers?
Airbnb, Inc. (NASDAQ:ABNB) is becoming harder to value as a traditional travel company.
Verisk Analytics (VRSK): Is Its Insurance-Data Moat Wide Enough to Justify the Price?
Verisk Analytics, Inc. (NASDAQ:VRSK) is a highly valued data company among the property-and-casualty insurers.
SpaceX Has $100 Billion in Cash. Why Is It Reportedly Borrowing $40 Billion More?
Space Exploration Technologies Corp. (NASDAQ:SPCX) is reportedly looking to raise $40 billion to fund a major Nvidia chip order, according to the Financial Times.
Constellation Energy (CEG): Is the Google Nuclear Deal a Game Changer?
On October 6, Google and Constellation Energy Corporation (NASDAQ:CEG) announced a long-term clean energy agreement that could significantly strengthen Constellation Energy Corporation...
Tesla (TSLA) Deliveries Beat Expectations. But TSLA’s 159x Forward P/E Is Betting on Much More
Tesla, Inc. (NASDAQ:TSLA) delivered 486,532 vehicles in the third quarter, comfortably above company-compiled consensus of 461,974 and down only 2% from a year earlier.
Nvidia (NVDA)’s $20 Billion Groq Deal Faces a Legal Test. Does It Matter for NVDA’s Valuation?
NVIDIA Corporation (NASDAQ:NVDA)’s $20 billion deal for Groq’s AI technology is facing a new legal challenge just as that technology begins contributing to Nvidia’s push...
Can Supply Discipline Sustain AI Storage Momentum for Western Digital (WDC)?
Market views on Western Digital Corp. (NASDAQ:WDC) revolve around growing demand for AI storage.
Can AWS Transform Make NetApp (NTAP) the Default Storage Landing Zone in the Cloud?
AWS Transform now enables migration of block storage data for NetApp Inc.’s (NASDAQ:NTAP) unified data storage operating system, NetApp ONTAP, directly to Amazon FSx.
Intuitive Machines (LUNR) Is Scaling Up Its Satellite Communications Footing. What Lies Ahead?
Intuitive Machines Inc. (NASDAQ:LUNR) is scaling up its satellite communications footprint.
Stellantis N.V. (STLA) Is Spending Big to Save Big. Will Investors Buy It?
Much of the debate around Stellantis N.V.
Coca-Cola (KO) Posted 5% Volume Growth in Q2, Does Its Multiple Already Price It In?
A while ago Coca-Cola (NYSE:KO) reported a quarter where everything moved the right way at once: more cases sold, slightly higher prices, and a wider operating margin.
Is Medtronic (MDT) On Its Way to Become a Multi-Platform Powerhouse?
Strong financials, accelerated growth trends, and a guidance update reflect on a favorable outlook for Medtronic plc (NYSE:MDT).
Safe Pro Awarded New AI Subcontract and Launches “SPAI Ground Truth” for Next-Gen Ground Intelligence
Ground Truth is a 5-layer suite built on Safe Pro’s AI models that processed 3.1+ million drone images with 58,526 confirmed threat detections and mapped 39,777+ acres in Ukraine...
AstraZeneca (AZN) Seeks FDA Approval for New Lung Cancer Treatment. Can It Fuel Oncology Growth?
AstraZeneca PLC (US) (NYSE:AZN) is on the cusp of unlocking a new growth engine in lung cancer treatment.
Is TD Synnex Corp (SNX) the Next AI Infrastructure Stock to Watch on Price Target Hike?
TD SYNNEX Corporation (NYSE:SNX) is positioned to benefit from the rapid expansion of enterprise artificial intelligence as companies move from AI experimentation to production...
Apple Is Speeding Up. Siri Isn’t.
Just over a month into the job, new Apple Inc. (NASDAQ:AAPL) CEO John Ternus is shaking things up.
Is Netflix (NFLX) Undervalued After a Lackluster 2026?
Netflix Inc. (NASDAQ:NFLX) is a classic case of a strong disconnect between operating performance and share price movement.
Is Accenture (ACN) the Market’s Most Overlooked AI Play?
Accenture plc’s (NYSE:ACN) recent acceleration within AI and enterprise segments is line with IT-service providers’ active pursuit of turning AI buildout into lasting revenue...
First Majestic Reports Q3 2026 Production Results, Announces Q3 Conference Call Details and Renewal of Share Repurchase Program
Vancouver, British Columbia, October 8th, 2026, FinanceWire First Majestic Silver Corp.
Can Lockheed Martin’s (LMT) AIM-260 Missile Deliver Multiyear Growth?
Lockheed Martin Corp. (NYSE:LMT) is gaining traction for its AIM-260 Joint Advanced Tactical Missile (JATM), after a key framework agreement with Pentagon.
How Much Support Can MDA Space (MDA) Get From Acquisitions and Contract Momentum?
With a growing trend across its new order intake, MDA Space Ltd.
Forget AI: Billionaire Mario Gabelli’s Second-Largest Stock is an Industrial Stock
Crane Company (NYSE:CR) makes sensors, valves and electronics for commercial and military aircraft, and valves, pumps and flow-measurement equipment for chemical, water and pharmaceutical...
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Meta’s (META) AI Strategy Gains Momentum with Muse
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.
Is The Nuclear Transformation Story Gaining Momentum for BWX Technologies (BWXT)?
BWX Technologies Inc. (NYSE:BWXT) is drawing investor attention with its ongoing transformation story.
From Agentic AI Concerns to Solutions: How NVIDIA Corporation’s (NVDA) Safety Platform Strengthens Bull Case
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.
Hedge Fund Resource Center
