Air Products (APD) Is Doubling Down on the Gases Inside Chip Fabs
On September 16, Air Products (NYSE:APD) said it had signed a long-term deal to supply high-purity gases to a leading chipmaker, backed by roughly $250 million of its own money...
Insider Monkey Blog
Targa Resources (TRGP) Set a Record Quarter and Then Raised the Bar
On August 6, Targa Resources Corp. (NYSE:TRGP) reported a record second quarter.
Ferrari (RACE) Signs Rakuten While 2027 Is Already Spoken For
On September 17, Ferrari N.V. (NYSE:RACE) announced a partnership with the technology company Rakuten Group, Inc., effective January 1, 2027.
Simon Property (SPG) Group Raised Its Outlook Again
On August 10, Simon Property Group (NYSE:SPG) reported results for the three months through June 30 and raised its full-year profit outlook once again.
Royal Caribbean’s (RCL) $1.25B Debt Deal Hides A Bigger Story
On August 20, Royal Caribbean Group (NYSE:RCL) said it had completed a sale of $1.25 billion of notes that carry a 5.55% coupon and come due on January 20, 2034.
Republic Services (RSG) Is Winning On Price While Volumes Slip
On August 6, Republic Services (NYSE:RSG) reported earnings of $1.84 per diluted share for the quarter that closed on June 30, up from $1.75 a year earlier, and lifted most of...
Digital Realty (DLR): Can a Data Center Landlord Become the Control Panel for Enterprise AI?
On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more...
Wheaton’s (WPM) Profits Nearly Doubled While Its Cash Pile Shrank To $100M
On August 6, Wheaton Precious Metals (NYSE:WPM) reported second-quarter net earnings of $543 million on $929 million of revenue, both records.
Marketing Discipline Pays Off as GDEV Improves Operating Cash Flow
GDEV Inc. (NASDAQ:GDEV) saw a year-on-year drop in bookings from both its in-app purchases and advertising, during the second quarter fiscal 2026.
ResMed Inc. (RMD)’s Sleep Apnea Leadership Supports Growth Despite Rising Competitive Pressures
ResMed Inc. (NYSE:RMD) is well positioned to benefit from the long-term growth of the global obstructive sleep apnea (OSA) treatment market.
Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost
Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including...
Is Affirm Holdings, Inc. (AFRM) Stock a Buy After Goldman Sachs Raised Its Price Target?
Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning.
Can Accenture (ACN) Turn Its AI Strategy Into Sustainable Growth?
Accenture plc (NYSE:ACN) investors are having a rough year, with the shares down more than 25%. Now Wall Street is divided over the company's outlook.
Can NextEra (NEE) Preserve Its Earnings and Dividend Growth While Adding Dominion?
NextEra Energy, Inc. (NYSE:NEE) has outlined its growth targets for 2026 and beyond. This comes as the company advances plans to acquire Dominion Energy Inc (NYSE:D).
Meta (META)’s Stilla.ai Deal Could Turn Business Agent Into a New Monetization Engine
Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business.
Jim Cramer Shared What CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s CEO Told Him About AI “Doomsaying”
Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s shares are up by more than 100% year to date.
Jim Cramer Revealed GE Vernova Inc. (NYSE:GEV)’s Saying There’s An Order Acceleration
GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer's favorite stocks. Throughout 2025, the CNBC TV host continued to heap praise on the firm.
Jim Cramer Said This AI Firm Has More Orders Than “Almost Anybody” Other Than NVIDIA
For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow.
Walmart Vs Kroger: Jim Cramer Couldn’t Figure Out Why Only One’s Shares Went Up
Walmart Inc. (NASDAQ:WMT)'s shares closed higher between September 11th and September 14th. On the 11th, before market open, grocery firm The Kroger Co.
Jim Cramer Wished He’d Worked At This Firm Instead Of Goldman Sachs
Oil refiner Valero Energy Corporation (NYSE:VLO)'s shares are up by more than 140% over the past year.
Allegiant Travel Company (ALGT) Stock Has Upside as Sun Country Merger Synergies Build
Allegiant Travel Company (NASDAQ:ALGT) has declined year-to-date, but the airline’s outlook is improving following the Sun Country Airlines acquisition.
Jim Cramer Remains Optimistic About Bank of America Corporation (NYSE:BAC) After Recent Drop
Bank of America Corporation (NYSE:BAC)'s shares closed 5% lower on September 14th after the firm's CEO discussed its investment banking revenue at the Barclays global financial...
Jim Cramer Believes Chevron Corporation (NYSE:CVX)’s CEO Is A “Beacon”
Oil giant Chevron Corporation (NYSE:CVX) is one of Cramer's top stocks in the space as he has repeatedly praised the firm for more than a year.
Jim Cramer Said These 2 Stocks Were Sold Because Of A Rotation – But Is He Right?
Life sciences solutions and products provider Thermo Fisher Scientific (NYSE:TMO)'s shares have done well in September and are up by more than 8% since the 10th.
Cardinal Health (NYSE:CAH) Vs Danaher Corporation (NYSE:DHR) – Here’s The One Jim Cramer Said Did Better
Healthcare services and products company Cardinal Health (NYSE:CAH)'s shares are up by more than 10% year-to-date but are down by more than 8% since early September.
Here’s When Jim Cramer Thinks Costco Wholesale Corporation (NASDAQ:COST) Will Cut Prices
Costco Wholesale Corporation (NASDAQ:COST) has started to regularly feature on Jim Cramer's watchful radar lately.
Here’s A Stock That Jim Cramer Like Before But Now He Just Doesn’t Want To Buy It
Glass technology products manufacturer Corning Incorporated (NYSE:GLW) has had an interesting relationship with Jim Cramer's radar.
Jim Stock Used This Stock As An Indicator Of Investor Sentiment Towards AI
Dell Technologies Inc. (NYSE:DELL)'s shares closed 1.7% higher on September 15th, the day Cramer made these remarks.
Jim Cramer Said The Strength In Oracle (ORCL)’s Shares Was A “Positive Sign”
Oracle Corporation (NYSE:ORCL) is quite important when it comes to the AI buildout. The shares are down by more than 20% year-to-date.
NVIDIA Vs Intel Corporation (NASDAQ:INTC): Here’s The One Jim Cramer Likes
Chip maker Intel Corporation (NASDAQ:INTC) has become one of the hottest stocks in today's market with year-to-date gains and valuation both being richer than AI GPU giant NVIDIA...
Jim Cramer Says His Palantir Technologies Inc. (NASDAQ:PLTR) Price Target Is $250
Data analytics firm Palantir Technologies Inc. (NASDAQ:PLTR) used to be a regular feature on Jim Cramer's radar in 2025.
Tesla, Inc. (TSLA) Eyes Europe’s Electric Truck Boom With Semi Expansion
Tesla, Inc. (NASDAQ:TSLA) is expanding beyond passenger electric vehicles.
SailPoint’s (SAIL) Falcon Next-Gen SIEM Arrangement Fits Its Broader Identity Security Push
SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security space, recently expanded its strategic alliance with CrowdStrike.
Jim Cramer Calls Intel (INTC) the Best Stock in Show and Micron (MU) No. 2
Jim Cramer put Intel Corporation (NASDAQ:INTC) and Micron Technology, Inc.
Apple Raised Stakes with its $2000-Priced Foldable. But Can it Be the New Growth Engine?
Apple Inc. (NASDAQ:AAPL) has just released its first foldable phone, the Duo, marking the most significant design change to an iPhone in recent years.
Jim Cramer Says He “Would Be a Buyer Right Here, Right Now” of Nokia (NOK)
Starting the lightning round of the September 16 episode of Mad Money, a caller asked for thoughts on Nokia Oyj (NYSE:NOK) as they highlighted the company’s partnerships with...
Jim Cramer on CoreWeave (CRWV): “I Think It’s Going to Be Okay to Buy”
On September 16, a caller asked if CoreWeave, Inc.
Jim Cramer Says AI Could Make Okta’s Security Software More Essential
Jim Cramer highlighted Okta, Inc.
Jim Cramer Says Selling Arm Holdings (ARM) Early Was a “Big Mistake”
During the September 16 episode of Mad Money, host Jim Cramer discussed the recent pullback in Arm Holdings plc (NASDAQ:ARM) and shared his perspective on the stock trajectory...
DoorDash’s $300 Million Grubhub Deal Opens a New Venue-Commerce Opportunity
DoorDash, Inc. (NASDAQ:DASH) is acquiring Wonder’s Grubhub Campus Dining business for $300 million and investing another $125 million in Wonder’s Series D.
Coca-Cola Bets $10 Billion on U.S. Infrastructure to Drive Growth
The Coca-Cola Company (NYSE:KO) plans to invest $10 billion in U.S.
General Motors (GM) Bets on Software to Strengthen its Pickup Truck Franchise
General Motors Company (NYSE:GM) is introducing a redesigned software experience on the 2027 Chevrolet Silverado 1500 and GMC Sierra 1500, its two important full-size pickup nameplates...
Novo CEO Says Drugmaker Needs to “Rethink” its Obesity Strategy
Novo Nordisk A/S (NYSE:NVO) decision to use “Novo” as its day-to-day name is part of a broader attempt by CEO Mike Doustdar to reset the company’s culture and sharpen its...
Carlyle Expands Canadian Energy Footprint with Parallax Acquisition
The Carlyle Group Inc.
Honeywell CEO Calls GE-CPP Deal Positive Amid Persistent Supply Constraints
Honeywell Aerospace Inc.
Gilead Strengthens HIV Growth Platform with Expanded Latin America Access
Gilead Sciences, Inc.
Truist Reshapes Lending Strategy with $5.5B Auto-Loan Sale
Truist Financial Corporation (NYSE:TFC) is selling $5.5 billion of auto loans as part of CEO Mike Lyons’ broader effort to reshape the bank around businesses that generate stronger...
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