Apple (AAPL) Faces iPhone Demand Pressure. Can Its Growth Justify the Premium?
Apple Inc. (NASDAQ:AAPL) appears to be facing potential demand challenges for its latest iPhone models as rising memory-chip costs and higher prices weigh on consumers.
Insider Monkey Blog
Broader Industry-Wide Volatility Weighs on ASML Holding NV (ASML)
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
Baird Chautauqua International and Global Growth Fund’s Q3 2026 Investor Letter
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
Guinness Global Real Assets Fund’s Q3 2026 Investor Letter
Guinness Global Investors recently released its "Global Real Assets Fund" August 2026 investor letter.
Can Ads and Subscriptions Justify Walmart’s (WMT) Premium Valuation?
Walmart’s shoppers come for low prices. Its shareholders are paying anything but.
CoreWeave (CRWV) Has a $104B Backlog. Can Its Balance Sheet Keep Up?
CoreWeave (NASDAQ:CRWV) has more work lined up than it can build for.
Moderna’s (MRNA) Cancer Vaccine Breakthrough Drives Sharp Stock Rally
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
Oracle (ORCL) Has $664B Lined Up. The Market Wants Cash First
Oracle (NYSE:ORCL) is sitting on a pile of signed business most companies can only dream about: $664 billion in remaining performance obligations (contracted revenue not yet recognized...
Qualcomm (QCOM) Has Amazon Now. Why Is It Still Priced Like a Phone Stock?
Qualcomm (NASDAQ:QCOM) signed one of the world’s biggest cloud operators as a long-term chip customer last month.
Nvidia (NVDA) Grows Like a Rocket But Still Looks Cheap
Nvidia (NASDAQ:NVDA) is posting the kind of numbers that once justified a sky-high price tag.
MercadoLibre (MELI) Trades Profit for Scale. Smart Bet or Warning?
MercadoLibre (NASDAQ:MELI) posted a quarter that looks like two different companies stapled together.
CrowdStrike (CRWD) Is Accelerating Again. Is 219 Times Earnings Too Far Ahead?
CrowdStrike Holdings (NASDAQ:CRWD) had what management called the best quarter in its history in fiscal Q2 2027.
How Microsoft (MSFT) Featured in the Third-Quarter Tech Recovery
Royce & Associates, LLC (operating as Royce Investment Partners) recently released its "Small Cap Fund" third-quarter 2026 investor letter.
Arm Holdings (ARM) Is Helping Reshape the Future of Computing: Here’s Why
St. James Investment Company recently released its "Value Investors" third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Advanced Micro Devices (AMD) Found a Way to Challenge Intel’s Dominance
St. James Investment Company recently released its "Value Investors" third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Coca-Cola (KO) Shows Why Strong Brands Can Build Lasting Competitive Moats
St. James Investment Company recently released its "Value Investors" third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Intel (INTC) Lost Its Competitive Moat: What Went Wrong?
St. James Investment Company recently released its "Value Investors" third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Taiwan Semiconductor (TSM) Became Essential to the Chip Industry
St. James Investment Company recently released its "Value Investors" third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Apple (AAPL) Helped Lead the Mega-Cap Tech Rebound in Q3 2026
Royce & Associates, LLC (operating as Royce Investment Partners) recently released its "Small Cap Fund" third-quarter 2026 investor letter.
Royce’s Q3 Review Puts Meta (META) in the Spotlight
Royce & Associates, LLC (operating as Royce Investment Partners) recently released its "Small Cap Fund" third-quarter 2026 investor letter.
Shopify (SHOP): Building the Underlying Rails for the Era of Agentic Commerce
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
Paychex (PAYX): Does Its Payroll Moat Make the Earnings Discount Attractive?
Paychex, Inc. (NASDAQ:PAYX) earns recurring fees from payroll processing, tax compliance, and benefits administration.
Hormel (HRL): Can Foodservice Expansion Earn More Than its Cost of Capital?
Hormel Foods Corporation (NYSE:HRL) sells branded meats, prepared proteins, and grocery products through retailers, restaurants, and other foodservice customers.
Rollins (ROL): Can Repeat Customers Still Justify a Premium?
Rollins, Inc. (NYSE:ROL) provides pest control to households and businesses, earning revenue from repeat treatments, termite protection, and additional services.
Snowflake (SNOW) is Capitalizing on AI as a Demand Engine for Enterprise Data Workloads
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
KLA Corporation’s (KLAC) Critical Role in Zero-Tolerance Defect Environments
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
Kroger (KR) Combines a Low Valuation with a Growing Dividend
The Kroger Co. (NYSE:KR) is in a defensive sector since consumers keep purchasing groceries even when their household budgets are strained.
Can Gilead (GILD) Stock Continue Rising in 2027?
Gilead Sciences, Inc. (NASDAQ:GILD) shares are up more than 24% this year, ahead of the S&P 500’s 14%. Gilead makes HIV, liver disease and cancer drugs.
General Motors Stock Has a Low Valuation. Can it Sustain Earnings Growth?
General Motors Company (NYSE:GM) has a solid business involving trucks and SUVs in North America, along with financing activities and prospects in software-enabled services.
NextEra Energy Has Two Growth Drivers. Here’s What Investors Should Watch
NextEra Energy, Inc. (NYSE:NEE) has a regulated electric utility business as well as one of the largest renewable energy development operations in the United States.
ChatGPT Sells Broadcom (AVGO) and Buys This Online Retailer
ChatGPT recently sold all of its Broadcom Inc. (NASDAQ:AVGO) shares and moved the money into Chewy, Inc. (NYSE:CHWY), according to AI Finance Labs.
CVS Health’s Valuation Suggests Opportunity, but Can Earnings Deliver?
CVS Health Corporation (NYSE:CVS) operates across several areas of healthcare, including health insurance, pharmacy benefit management, and retail pharmacy services.
This Lesser-Known Stock Has Paid Consecutive Dividends Since 1939. Is Its Valuation Attractive Enough to Buy?
The attractiveness of Snap-on Incorporated (NYSE:SNA) investment lies in two main strengths: its long-standing record of rewarding shareholders and its capacity to produce large...
Arm Holdings plc (ARM) is Positioned as Specialized Computing Demand Outlasts Near-Term Shortages
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
Billionaire Mario Gabelli’s Portfolio Has This Under-the-Radar Data Center Stock
Modine Manufacturing Company (NYSE:MOD) is a data center cooling stock in billionaire Mario Gabelli’s portfolio.
Baillie Gifford US Equity Growth Strategy’s Q3 2026 Investor Letter
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
Is American Express (AXP) a Good Finance Stock to Buy For 2027?
American Express (NYSE:AXP) ranks first on our list of the 10 best stocks to buy according to billionaire Mario Gabelli’s fund. The stock is down about 17% so far this year.
Cameco Corporation (CCJ) is Positioned for Long-Term Growth in Nuclear Energy Expansion
Hardman Johnston Global Advisors, an investment management firm, issued its Q3 2026 investor letter for the "Hardman Johnston International Equity Developed Markets Strategy".
Billionaire Mario Gabelli Has Held AMETEK (AME) for Over a Decade. Is the Stock Still a Buy?
AMETEK (NYSE:AME) ranks second on our list of the 10 best stocks to buy according to billionaire Mario Gabelli’s fund.
AI Infrastructure Profit-Taking Weighs on STMicroelectronics N.V.’s (STM) Performance
Hardman Johnston Global Advisors, an investment management firm, issued its Q3 2026 investor letter for the "Hardman Johnston International Equity Developed Markets Strategy".
Teva Pharmaceutical Industries (TEVA): Transitioning from Generics to High-Margin Branded Drugs
Hardman Johnston Global Advisors, an investment management firm, issued its Q3 2026 investor letter for the "Hardman Johnston International Equity Developed Markets Strategy".
Hardman Johnston International Equity Developed Markets Strategy’s Q3 2026 Investor Letter
Hardman Johnston Global Advisors, an investment management firm, issued its Q3 2026 investor letter for the "Hardman Johnston International Equity Developed Markets Strategy".
MercadoLibre (MELI): Focusing on Structural Opportunity Over Short-Term Investment Noise
Eagle Capital Management, an investment management company, released its third quarter 2026 investor letter. The letter can be downloaded here.
Eagle Capital Management’s Q3 2026 Investor Letter
Eagle Capital Management, an investment management company, released its third quarter 2026 investor letter.
Strong Execution Lifted Automatic Data Processing (ADP) in Q3
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Dividend Strategy”. The letter can be downloaded here.
Celestica (CLS): Initiating a Stake Following the Summer AI Capex Pullback
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
Bloom Energy (BE) Turned Profitable. Can Its Premium Survive the Scale-Up?
For years, Bloom Energy (NYSE:BE) was the kind of clean-energy stock people bought on hope. That’s no longer true.
Verizon (VZ) Keeps Raising Guidance. Is SpaceX Worth the 8x Discount?
For years, the knock on Verizon Communications (NYSE:VZ) was that the business was stuck. That story has been changing quarter by quarter.
Honeywell Aerospace (HONA): Post-Spin Technical Selling Creates Entry Opportunity
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
L3Harris Technologies (LHX): Strategic Asset Sales and Corporate Restructuring as Re-Rating Catalysts
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
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