UnitedHealth (UNH): Does Optum Truly Diversify Its Earnings Risk?
UnitedHealth Group Incorporated (NYSE:UNH) produced $8.0 billion of second-quarter 2026 operating earnings, with Optum contributing $4.0 billion.
Insider Monkey Blog
Blue Tower Asset Management’s Q3 2026 Investor Letter
Blue Tower Asset Management's Q3 2026 investor letter highlights portfolio performance and key market updates.
How the Termination Fee and Low Valuation Create Asymmetric Upside for Netflix (NFLX)
White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.
Chevron (CVX): Can Long-Term LNG Contracts Make Cash Flow More Predictable?
Chevron Corporation (NYSE:CVX) has secured long-term buyers for most of its Australian equity liquefied natural gas, or LNG.
ICE (ICE): Can Mortgage Software Earn Adequate Returns Without a Refinancing Boom?
Intercontinental Exchange, Inc. (NYSE:ICE) operates exchanges, sells financial data, and supplies software that helps lenders originate, close, and service mortgages.
Willis Towers Watson (WTW): Will Another Cost-Cutting Program Deliver More Cash?
Willis Towers Watson Public Limited Company (NASDAQ:WTW) earns commissions and fees from insurance broking and advice on employee benefits, retirement, and workforce management...
White Brook Capital’s Q3 2026 Investor Letter
White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.
ServiceNow (NOW) Needs Stronger Cash Flow to Support Its AI Expansion
ServiceNow, Inc. (NYSE:NOW) is winning more business as companies use AI to automate work, but growing its platform costs more.
Longleaf Partners Small-Cap Fund’s Q3 2026 Investor Letter
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”.
People Incorporated (PPLI): Solid Quarterly Earnings Highlight Ongoing Corporate Simplification
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Texas Instruments (TXN) Sees Profits Recover, but Is the Stock Still Expensive?
Texas Instruments Incorporated (NASDAQ:TXN) is gaining from recovering chip demand just as its heavy factory spending starts to ease.
Fortune Brands Innovations (FBIN) Prioritizes Long-Term Value Over Short-Term Guidance
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Baidu (BIDU) Expands Its AI Business, but the Core Revenue Recovery Remains Uncertain
Baidu, Inc. (NASDAQ:BIDU) is expanding autonomous driving and AI services while its traditional business stays under pressure.
MGM Resorts International’s (MGM) Solid Regionals Performance Overshadowed by M&A Noise
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Ford (F): Can Better Earnings and BlueCruise Support Its Valuation?
Ford Motor Company (NYSE:F) is trying to improve profits while it funds electric vehicles and more capable driving features.
General Motors (GM) Combines a Low Earnings Multiple With a Margin Recovery
General Motors Company (NYSE:GM) does not need a profitable robotaxi fleet to improve its investment case.
NVIDIA (NVDA) is Strengthening AI Conviction Balanced Against Evolving Competitive Risks
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Qualcomm (QCOM): Automotive Growth Meets Pressure on Handset Earnings
QUALCOMM Incorporated (NASDAQ:QCOM) sells more technology into vehicles while its larger smartphone business weakens.
Tesla (TSLA) Needs Stronger Earnings to Justify Its Autonomy Ambitions
Tesla, Inc. (NASDAQ:TSLA) needs autonomous driving to become more than an impressive product demonstration.
Uber (UBER) Trades at a Discount as Robotaxi Investments Grow
Uber Technologies, Inc. (NYSE:UBER) wants autonomous vehicles to become another source of rides on its platform.
Alphabet (GOOGL): Does Its Valuation Account for Waymo’s Potential?
Alphabet Inc. (NASDAQ:GOOGL) can finance Waymo from a much larger advertising and cloud business.
NVIDIA (NVDA) Leverages AI Growth to Expand Its Autonomous Driving Opportunity
NVIDIA Corporation (NASDAQ:NVDA) supplies technology that autonomous vehicles need, but its valuation still rests mainly on demand for AI computing. That difference matters.
Amazon (AMZN) Trades at 24 Times Forward Earnings. Can Its Cash Engines Fund the Robotaxi Bet?
Amazon.com, Inc. (NASDAQ:AMZN) gives investors exposure to autonomous driving through Zoox, but the investment case still rests on the businesses that pay for that expansion.
Aurora (AUR) Is Scaling Driverless Trucks. Can Revenue Catch Up With the Spending?
Aurora Innovation, Inc. (NASDAQ:AUR) offers a more direct investment in autonomous driving than a diversified technology company does.
10 Best Autonomous Vehicle Stocks to Buy Now
The autonomous vehicle industry faces a commercial test.
Hola Prime Simplifies Prop Trading Rules With Launch Of It’s Rulebook
New York, USA, October 21st, 2026, FinanceWire The rulebook consolidates account requirements, removes three funded account restrictions and maintains transparent change logs ...
Beyond Big Tech: 4 Companies Capitalizing on Infrastructure and Agentic AI (CHGA, PENG, AIP, INOD)
Naples, US, October 21st, 2026, FinanceWire Artificial intelligence is still the biggest theme in the stock market this year.
Billionaire Ken Fisher and Jim Cramer Agree on Starbucks (SBUX). Is It a Buy Now?
Starbucks Corporation (NASDAQ:SBUX) was in the headlines this month amid reports that it explored a takeover of Chipotle Mexican Grill.
Jim Cramer and Ken Fisher’s AI Pick: Microsoft (MSFT)
Microsoft Corporation (NASDAQ:MSFT) has gone almost nowhere over the past twelve months, with the stock up about 2% in that period.
Jim Cramer and a Billionaire Like Meta (META) Stock Despite AI CapEx Concerns
Meta Platforms, Inc. (NASDAQ:META) remains in the spotlight amid rising AI spending and investors are looking for the results beyond the Muse AI agent.
Here’s What Weighed on Albertsons Companies (ACI)
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Short-Term Macro Headwinds Overshadow Rayonier’s (RYN) Core Asset Strength
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Mattel (MAT): Leadership Pivot and Takeover Interest Drive Rebound Following Q3 Softness
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Abbott Labs’ (ABT) Solid Financial Beat Signals Long EPS Growth and Dividend Safety
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Avantor (AVTR) is Regaining Market Confidence
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
What Makes Netflix (NFLX) an Attractive Bet?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
INmune Bio Establishes Global Commercialization Framework for Ebstrocel™ Through Strategic Agreement with Uniphar
Boca Raton, Florida, October 21st, 2026, FinanceWire INmune Bio Inc.
Intercontinental Exchange (ICE) Remains Attractively Valued. Here’s Why
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Market Re-Rating Aligns Microsoft Corporation’s (MSFT) Valuation with Core AI Fundamentals
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Strong Price Rally Validates Danaher’s (DHR) Undervalued Entry Point in Core Diagnostics Engine
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Wealth Accumulation and Adviser Independence Fuel LPL Financial’s (LPLA) Long-Term Thesis
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
CRH plc (CRH): Near-Term Sell-Off Creates Value Opportunity in World’s Premier Aggregates Owner
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Marsh & McLennan Companies (MRSH) Retained on Investment Bench Following Full Position Exit
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Top 10 Stocks Jim Cramer and Billionaire Ken Fisher Like
Billionaire Ken Fisher and Jim Cramer come from very different worlds. Cramer is the fiery CNBC host who talks fast and keeps the show moving.
Ken Fisher and Jim Cramer Like This Bank Stock. Is It a Buy After Earnings?
The Goldman Sachs Group (NYSE:GS) recently reported its third-quarter results and beat estimates.
Stock Market Movers: 10 Biggest Gainers and Losers – 20 October 2026
Worst Performers 10. ELAN: Elanco Animal Health (ELAN) dips 3.36% on Jefferies downgrade to hold from buy, alongside a lower price target. 9.
Alnylam (ALNY): Can the RNAi Franchise Get it an Entry into the S&P 500 Index?
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is a biotechnology company built on RNA interference, a technique that switches off the genes behind certain diseases.
Okta (OKTA): Does the AI-Identity Turnaround Make It a Stronger S&P 500 Contestant?
Okta, Inc. (NASDAQ:OKTA) sells identity software, the tools that let employees and customers log in securely across a company's many apps.
Affirm Holdings (AFRM): Has BNPL’s Profitability Turn Earned It an Index Seat?
Affirm Holdings, Inc. (NASDAQ:AFRM) is the largest of the "buy now, pay later" lenders. The company lets shoppers split purchases into installments at online checkouts.
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