What Jim Cramer Says About Advanced Micro Devices’ (AMD) AI Opportunity
Jim Cramer said Advanced Micro Devices, Inc.’s (NASDAQ:AMD) push into artificial intelligence has opened another growth opportunity as the industry shifts from model training...
Insider Monkey Blog
Three Megatrends. One Overlooked Stock. Massive Upside
There’s a once-in-a-generation convergence happening right now.
Dell (DELL) Has Outpaced the S&P 500 by a Wide Stretch. Will the AI-Fueled Run Continue?
Much of the recent growth for Dell Technologies Inc. (NYSE:DELL) has come through hardware sales, which is a lower-margin, high-volume avenue for the overall business.
Uber Technologies (UBER): Strong Operational Growth Offset by Soft Guidance
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.
Here’s Why Meta (META) Is A Cheap Stock To Buy
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.
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.
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.
Eli Lilly (LLY) Posted 48% Revenue Growth. Why Does the Stock Trade Below Its Average Multiple?
Eli Lilly (NYSE:LLY) reported 48% revenue growth for the second quarter of 2026 a while ago and raised its outlook for the year.
Microsoft (MSFT) Posted 43% Azure Growth, Yet Trades Below Its Own Five-Year P/E. A Real Discount?
Microsoft’s cloud business crossed a line it had never crossed before: Azure passed $100 billion in annual revenue for fiscal 2026.
Nvidia (NVDA) More Than Doubled Revenue, Yet Its Multiple Sits Below History. Bargain or Warning?
A while ago, Nvidia (NASDAQ:NVDA) reported a quarter in which revenue more than doubled. Yet the stock’s valuation sits far below where it has spent the past five years.
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.
Advanced Micro Devices’ (AMD) Premium Valuation Puts Execution Under the Microscope
Advanced Micro Devices Inc. (NASDAQ:AMD) was trading slightly above $632 during mid-day on October 8.
Vertiv vs. Eaton: Which AI Power Stock Offers More Cash Flow for the Price?
Vertiv Holdings Co (NYSE:VRT) and Eaton Corporation plc (NYSE:ETN) supply the physical infrastructure that allows data centers to operate.
Constellation vs. Talen: Does Talen’s Buyback Make the Cheaper Power Stock the Better Buy?
Constellation Energy Corporation (NASDAQ:CEG) and Talen Energy Corporation (NASDAQ:TLN) own generation assets that can benefit as data centers compete for dependable electricity...
Micron vs. Western Digital: Which AI Data Stock Has More Room for Profits to Normalize?
Micron Technology, Inc. (NASDAQ:MU) and Western Digital Corporation (NASDAQ:WDC) occupy different parts of AI infrastructure.
Snowflake vs. MongoDB: Does Faster Growth Justify Twice the Cash-Flow Price?
Snowflake Inc. (NYSE:SNOW) and MongoDB, Inc. (NASDAQ:MDB) let investors own different layers of enterprise data spending.
Walmart vs. Costco: Why the Cheaper Earnings Stock Costs More for Cash Flow
Walmart Inc. (NASDAQ:WMT) and Costco Wholesale Corporation (NASDAQ:COST) compete for household spending through different models.
Jim Cramer Breaks Down the Stakes in Detail as GRAIL (GRAL) Awaits Its Next Big Decision
During the October 6 episode of Mad Money, Jim Cramer took a closer look at GRAIL, Inc.
Jim Cramer Explains What Changed His View of ON Semiconductor (ON)
Jim Cramer examined ON Semiconductor Corporation (NASDAQ:ON) as a potential recovery opportunity following its turbulent summer.
Jim Cramer Breaks Down the Complicated Story Behind CVS Health’s (CVS) Decline
During the October 6 episode of Mad Money, Jim Cramer examined whether CVS Health Corporation’s (NYSE:CVS) turnaround still has room to run after the stock’s sharp retreat...
Dutch Bros (BROS) and Starbucks (SBUX) Give Jim Cramer Two Different Coffee Stories
On October 6, a caller asked whether Dutch Bros Inc. (NYSE:BROS) remained a good long-term investment or whether they should sell.
Jim Cramer Weighs MasTec’s (MTZ) Business Against the Selling Pressure
Toward the end of the October 6 lightning round of Mad Money, a caller asked about MasTec, Inc. (NYSE:MTZ).
Microsoft vs. Alphabet: Which AI Cloud Stock Is Cheaper After the Capital Spending?
Microsoft Corporation (NASDAQ:MSFT) and Alphabet Inc.
Jim Cramer Tells Enterprise Products Partners (EPD) Investors What Matters Most
During the October 6 episode of Mad Money, a caller asked about Enterprise Products Partners L.P.
Can Scale Finally Translate Into Earnings for QXO Inc. (QXO)?
QXO Inc. (NYSE:QXO) is down almost 43% so far in 2026, as the stock traded at $11 during the early hours on October 8.
Meta’s Second New Mexico Loss This Year: What It Means for Meta Stock
A New Mexico jury has found Meta Platforms, Inc. (NASDAQ:META) liable for more than 43 million privacy-law violations.
Broadcom’s AI Revenue Is Tripling, but the Stock Has Lagged. Is It Time to Load Up?
Broadcom Inc. (NASDAQ:AVGO) shares jumped 3.7% on October 6, building on gains from earlier in the month. The push came from Marvell’s investor day.
Apple’s App Store Growth Improved in September. What UBS Sees Coming in October Is Harder
September brought better App Store news for Apple Inc. (NASDAQ:AAPL). UBS says revenue grew 5% year over year, compared with no growth in August.
HSBC’s Synopsys Upgrade Bets on a Business Model Shift. Can It Justify $700?
HSBC upgraded Synopsys Inc.
Applied Materials vs. KLA: Does Faster Growth Beat the Cheaper Cash-Flow Price?
Applied Materials, Inc. (NASDAQ:AMAT) and KLA Corporation (NASDAQ:KLAC) sell different tools into semiconductor factories.
Deere (DE) vs CNH (CNH): Is Deere’s Tech Advantage Worth Paying For?
Deere & Company (NYSE:DE) has declined by around 1.5%, while CNH Industrial N.V. (NYSE:CNH) has gained slightly by 2% over the last six months.
Paychex (PAYX) vs ADP (ADP): Which Payment Giant Has a Wider Moat?
Paychex, Inc. (NASDAQ:PAYX) and Automatic Data Processing, Inc.
CME (CME) vs ICE (ICE): Which Exchange Has a Stronger Moat?
CME Group Inc. (NASDAQ:CME) and Intercontinental Exchange, Inc.
Has Fair Isaac (FICO)’s Vaunted Moat Narrowed?
Fair Isaac Corporation (NYSE:FICO) has declined by over 34% since the end of March, compared to gains of over 42% by the Insider Monkey Billionaire Index.
Zscaler Stock Is Priced for Success. Can Its AI Growth Deliver?
Zscaler Inc. (NASDAQ:ZS) reaffirmed its first-quarter and fiscal 2027 guidance at its investor day, sending shares 5% higher.
Palo Alto vs. Fortinet: Is the Broader Security Platform Worth an 81x Cash-Flow Price?
Palo Alto Networks, Inc. (NASDAQ:PANW) and Fortinet, Inc.
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.
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.
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.
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.
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.
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.
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...
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.
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