AbbVie’s Humira Replacement Strategy Is Working, But Could Growth Be Too Concentrated?
AbbVie Inc. (NYSE:ABBV) spent years preparing investors for the decline of Humira, once one of the best-selling medicines in the world.
Insider Monkey Blog
Pfizer vs. Johnson & Johnson: Which Pharma Giant Is Better Prepared for Its Patent Cliff?
Patent expirations are forcing Pfizer Inc.
Zoetis Wins Emergency Authorization for Simparica Trio, Can It Support a Slowing U.S. Business?
The timing of Zoetis Inc.’s (NYSE:ZTS) latest regulatory win is particularly relevant for shareholders.
Gilead’s Core Business Is Accelerating, But Will Its $11 Billion Pipeline Bet Pay Off?
Gilead Sciences, Inc. (NASDAQ:GILD) produced an unusual earnings report in fiscal Q2 2026.
AstraZeneca’s Earnings Beat Shows Momentum, But Can its Pipeline Deliver $80 Billion in Revenue?
AstraZeneca PLC (NYSE:AZN) investors received a reassuring earnings report at a sensitive point in the company’s growth story.
Novo Nordisk Expands Its AI Push With AWS, But Can It Accelerate Drug Discovery?
Novo Nordisk A/S (NYSE:NVO) has entered a strategic partnership with Amazon Web Services to accelerate drug discovery and modernize its operations through artificial intelligence...
Disney Adds Formula E to Disney+: Can Live Sports Strengthen its Streaming Business?
The Walt Disney Company (NYSE:DIS) has secured a multi-year agreement to stream the all-electric Formula E World Championship across 144 territories, expanding the live-sports...
Abbott vs. Intuitive Surgical: Which MedTech Stock Offers Better Long-Term Upside?
MedTech investors are facing an increasingly difficult choice.
Gilead’s HIV Business is Surging, but is the Company Too Dependent on One Franchise?
Gilead Sciences, Inc. (NASDAQ:GILD) delivered strong fiscal Q2 2026 results, with total revenue rising 10% year over year to approximately $7.8 billion.
Pfizer’s Turnaround is Gaining Traction, but Can New Products Offset its Patent Cliff?
Pfizer Inc. (NYSE:PFE) is beginning to show signs of steadier growth following the sharp decline in its pandemic-related business.
Is Johnson & Johnson’s $5.5 Billion Talc Settlement a Buy Signal, or Is the Legal Risk Far From Over?
Johnson & Johnson (NYSE:JNJ) has proposed a whopping $5.5 billion settlement to resolve tens of thousands of lawsuits that allege its baby powder and other talc products cause...
Medtronic vs. Thermo Fisher: Which Healthcare Turnaround Offers More Upside?
Turnarounds in the healthcare sector do not all look the same.
Abbott vs. Thermo Fisher: Which is the Better Investment, Diversification or Recovery?
Healthcare investors are often faced with a choice between companies that generate steady growth across diversified businesses and those positioned to benefit from improving industry...
Johnson & Johnson vs. Thermo Fisher: Which Healthcare Growth Story Is More Durable?
Healthcare investors looking for long-term growth don't always have to choose between fast-growing companies and defensive businesses.
Danaher vs. Intuitive Surgical: Is Recovery or Innovation the Better Long-Term Bet?
Healthcare investors often face a difficult decision when choosing between companies with very different paths to growth.
Thermo Fisher vs. Intuitive Surgical: Which Premium Healthcare Stock Deserves its Valuation?
Premium healthcare stocks often trade at elevated valuations for very different reasons.
Danaher vs. Medtronic: Which Healthcare Recovery Story Has More Upside?
Healthcare investors are beginning to see signs of recovery across several parts of the industry, but not every recovery looks the same.
Gilead’s Revenue Is Accelerating, But are its Acquisitions Worth the Cost?
Gilead Sciences, Inc.
Pfizer vs. Gilead: Which Drugmaker Has the Stronger Growth Story?
The next few years will test whether Pfizer Inc. (NYSE:PFE) can replace yesterday’s blockbusters, and whether Gilead Sciences, Inc.
Medtronic vs. Tenet Healthcare: Which Healthcare Stock Offers Better Long-Term Growth?
Medtronic plc (NYSE:MDT) and Tenet Healthcare Corporation (NYSE:THC) offer investors two very different healthcare growth stories.
AstraZeneca Made a $1.5 Billion Lung Cancer Bet, but Can Zegfrovy Strengthen its Oncology Growth?
AstraZeneca PLC (NYSE:AZN) is paying $600 million upfront to secure global rights to Zegfrovy from Dizal Pharmaceutical Co., Ltd, adding another targeted therapy to one of the...
Marvell’s $120 Billion Google Number: How Much of It Is Real?
Marvell and Google signed an expanded commercial agreement on July 29 to develop custom artificial intelligence silicon.
AWS Was Lagging Microsoft Azure and Google Cloud in Growth—Is Amazon Finally Catching Up?
According to Rosenblatt’s Scott Devitt, Amazon (NASDAQ:AMZN)'s leading position in artificial intelligence remains underappreciated.
Stephen Mandel’s Lone Pine and Whale Rock Piled Into This Little Known AI Stock
Insider Monkey's investor database shows several prominent growth investors converging on a relatively obscure AI infrastructure name.
Better-Than-Expected: These Stocks Just Topped Q2 Projections
The second quarter earnings season has shown that companies are generating exceptional profits, and that a significant portion of the headline improvement is connected to investments...
Don’t Sell SanDisk Corporation (NASDAQ:SNDK) Because A Billionaire Did So, Says Jim Cramer
SanDisk Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC) are among the two hottest stocks on the market right now.
Jim Cramer Wasn’t Happy About Chevron Corporation (NYSE:CVX) Price Target Cut
Oil major Chevron Corporation (NYSE:CVX)'s shares are up by 29% over the past year and by 31% year-to-date.
Jim Cramer Wants You To Look At The Bigger Picture For Apple Inc. (NASDAQ:AAPL)
Apple Inc. (NASDAQ:AAPL) is one of Cramer's favorite stocks. The shares are up by 35.8% over the past year and by 14% year-to-date.
Jim Cramer Said NVIDIA Corp. (NASDAQ:NVDA) Doesn’t Need Anyone But Elon Musk
Even though NVIDIA Corp. (NASDAQ:NVDA)'s shares have remained lukewarm in 2026 and are up by 13.7% year-to-date, Cramer continues to be a believer.
Jim Cramer Shared Insights Into Space Exploration Technologies Corp. (NASDAQ:SPCX) Short Selling
Space Exploration Technologies Corp. (NASDAQ:SPCX)'s post IPO performance has seen the shares dip by 14.9% since their first closing price of $160.
Jim Cramer Argued It’s A New World For Palo Alto Networks & CrowdStrike Holdings
Cybersecurity firms Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc.
Jim Cramer Dismissed Market Reaction To Cisco Systems, Inc. (NASDAQ:CSCO) Following Earnings
Networking equipment provider Cisco Systems, Inc. (NASDAQ:CSCO)'s shares are up by more than 60% over the past year and by more than 40% year-to-date.
Jim Cramer Doesn’t Think Home Depot Is Expensive Enough To Be Avoided
Home improvement retailers The Home Depot, Inc. (NYSE:HD) and Lowe’s Companies, Inc. (NYSE:LOW)'s shares are down by more than 14% over the past year.
Jim Cramer Advised Being Patient & Buying Walmart Inc. (NASDAQ:WMT)’s Shares
Retailers' Walmart Inc. (NASDAQ:WMT) and Target Corporation (NYSE:TGT)'s shares are on two opposite spectrums when it comes to year-to-date performance.
Jim Cramer Discussed Ross Stores, Inc. (NASDAQ:ROST) & TJX
The TJX Companies, Inc. (NYSE:TJX) and Ross Stores, Inc. (NASDAQ:ROST)'s shares have diverged in performance in 2026.
NIKE, Inc. (NYSE:NKE) Vs On Holding (NYSE:ONON) – Here’s What Jim Cramer Thinks
NIKE, Inc. (NYSE:NKE) and On Holding (NYSE:ONON) are two firms competing with each other in a David versus Goliath scenario.
Jim Cramer Continued To Complain About JPMorgan Chase & Co. (NYSE:JPM) & Wells Fargo’s Multiple
Banking giants JPMorgan Chase & Co. (NYSE:JPM) and Wells Fargo & Company (NYSE:WFC) have appeared multiple times on Jim Cramer's radar in 2026.
Jim Cramer Said Affirm Holdings, Inc. (NASDAQ:AFRM) Was The One To Buy
Buy now, pay later products provider Affirm Holdings, Inc. (NASDAQ:AFRM) is one of Cramer's favorite stocks.
Jim Cramer Wanted To Own The Walt Disney Company (NYSE:DIS) But Couldn’t
Entertainment giant The Walt Disney Company (NYSE:DIS)'s shares are down by 9% over the past year and by 3.6% year-to-date.
Jim Cramer Was Left Impressed By Microsoft Corporation (NASDAQ:MSFT)’s Conference Call
Microsoft Corporation (NASDAQ:MSFT)'s shares have witnessed a major turnaround in 2026. They are up by 2% year-to-date, primarily on the back of 23.7% gain since late July.
Here’s What You Should Buy Over PayPal Holdings, Inc. (NASDAQ:PYPL) According To Jim Cramer
Financial technology firms' SoFi Technologies, Inc. (NASDAQ:SOFI) and PayPal Holdings, Inc. (NASDAQ:PYPL)'s shares have diverged in performance in 2026.
Is Alphabet’s Search Risk Really Priced In? Stress-Testing Rosenblatt’s $410 Thesis
Has Wall Street stopped panicking about AI chatbots destroying Alphabet Inc.’s (NASDAQ:GOOGL)’s traditional search business? On August 19, Analyst Scott Devitt initiated coverage...
Snowflake (SNOW) Stock: AI Growth Is Real, But Is the Valuation Already Priced In?
Snowflake (NYSE:SNOW) is heading into its September 2 earnings report with a strong growth narrative.
Airbnb Just Hit a Four-Year High. The Downgrade Says That’s the Problem.
Airbnb, Inc. (NASDAQ:ABNB) did everything bulls wanted.
Intuitive Machines Misses Big on Earnings. Stifel Upgrades It Anyway
Intuitive Machines, Inc. (NASDAQ:LUNR) recently released one of its messier quarterly reports as a public company, missing revenue and earnings by significant percentages.
Lufax (LU) Narrowed Its Loss 86%. Was the Improvement Mostly Tax-Driven?
Lufax Holding Ltd (NYSE:LU) narrowed its second-quarter net loss by 86.2% to RMB82 million from RMB594 million a year earlier.
argenx SE (ARGX) Won Its Phase 3 Myositis Trial. How Much Does the Subgroup Miss Matter?
argenx SE (NASDAQ:ARGX) delivered a clearly positive headline result from the Phase 3 ALKIVIA trial.
Cerebras (CBRS) Doubled Core Revenue. Why Did GAAP Hardware Sales Fall 23%?
Cerebras Systems Inc. (NASDAQ:CBRS) reported record second-quarter core revenue of $209.9 million, up 103% from a year earlier.
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