Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?
Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.
Insider Monkey Blog
Is Nike’s (NKE) Turnaround Worth Betting On?
Nike, Inc. (NYSE:NKE) is in an awkward position.
AMD Crossed $600, So Does Meta Get 160 Million AMD Shares For Free Now?
Advanced Micro Devices, Inc.’s (NASDAQ:AMD) stock recently climbed above $600, taking the company’s market capitalization beyond $1 trillion and crossing a key threshold linked...
SpaceX Comfortably Wins on Scale. Here’s How Rocket Lab Still Competes.
On September 24, Iridium shareholders approved Rocket Lab’s acquisition of the company, with about 99.6% of votes in favor.
Starbucks (SBUX): The Comeback Is Working. Now Comes the Hard Part
Starbucks Corporation (NASDAQ:SBUX) has spent the past two years trying to fix a business that had lost some of what made it special.
Shopify (SHOP) vs. MercadoLibre (MELI): Which E-Commerce Stock Deserves the Premium?
Shopify Inc. (NASDAQ:SHOP) and MercadoLibre, Inc.
NVIDIA (NVDA) vs. Apple (AAPL): Which Stock Wins the Valuation Race?
NVIDIA Corporation (NASDAQ:NVDA) is now worth more than Apple Inc. (NASDAQ:AAPL), but investors are paying far less for each dollar of its expected earnings.
CoStar (CSGP): Is the Homes.com Gamble Destroying a Great Business, or Hiding One?
CoStar Group, Inc. (NASDAQ:CSGP) owns the data that the commercial-real-estate industry runs on, a near-monopoly built over decades.
Ecolab (ECL): Is Its Water-and-Hygiene Moat as Sticky as It Looks?
Ecolab Inc. (NYSE:ECL) sells water treatment, cleaning, and pest-control programs that keep restaurants, hotels, hospitals, and factories running safely.
Automatic Data Processing (ADP): Is Its Payroll Moat and Float Windfall Built to Last?
Automatic Data Processing, Inc. (NASDAQ:ADP) runs payroll and human-resources software for hundreds of thousands of businesses.
Moody’s vs. S&P Global: Which Ratings-Duopoly Stock Is the Better Buy?
Moody's Corporation (NYSE:MCO) and S&P Global Inc. (NYSE:SPGI) are the two halves of one of the best moats in finance.
CME Group (CME) vs. Intercontinental Exchange (ICE): Which Exchange Giant Is the Better Buy?
CME Group Inc. (NASDAQ:CME) and Intercontinental Exchange, Inc.
Jim Cramer Says He Would Own KLA (KLAC) Right Here and Would Not Sell It
KLA Corporation (NASDAQ:KLAC) was backed by Jim Cramer on Mad Money on October 6, after a caller asked what catalyst would lift the stock over the coming year.
Jim Cramer Says Planet Labs (PL) Has Fallen Enough to Start Buying
Planet Labs PBC (NYSE:PL) was given a qualified endorsement by Jim Cramer on Mad Money on October 6, in a segment devoted to what he called a stock that "has gotten killed." The...
Jim Cramer Has Soured on Intuitive Surgical (ISRG). The Reason is Johnson & Johnson
Intuitive Surgical, Inc.
Target’s Sales Are Recovering After 10,000+ Price Cuts. Is the Turnaround Already Priced In?
Target Corporation (NYSE:TGT) is lowering prices on nearly 2,000 apparel, home, and accessories items as the holiday shopping season gets underway, following more than 10,000 ...
Bloom Energy Is Building Like Demand Is About to Explode. Investors Need to Pay Attention.
Bloom Energy Corporation (NYSE:BE) shares jumped as much as 15% in a single trading session, a day after falling 9% in a broader AI selloff.
Ondas’ Strange Problem: 13x Revenue Growth and Still 42% Shorted. Are the Bears Right?
Ondas Inc. (NASDAQ:ONDS) has become one of the most heavily shorted tech stocks in the market. Short interest sits at about 42% of the float, up from just 4% a year ago.
Rocket Lab Booked 20 Launches Through 2031. The Catch Is in the Price.
Rocket Lab Corporation (NASDAQ:RKLB) received a Buy rating from Citi one day after landing its largest Electron contract ever.
85% of Salesforce Customers Have Tried Agentforce. Oppenheimer Says One Thing Is Missing
Salesforce, Inc. (NYSE:CRM) received a vote of confidence from Oppenheimer, though the survey data came with a catch.
NextEra Just Landed a $22 Billion Project. The Part Investors Can’t See Yet Is What Matters
NextEra Energy, Inc. (NYSE:NEE), related companies, and Lewis Energy Group were selected to develop Project Star, a more than $22 billion energy campus in Encinal, Texas.
Lennar (LEN) Trades Below Its Own Book Value and Berkshire Keeps Adding. Why?
Lennar Corporation (NYSE:LEN) traded at around $77 on October 6, up 3.77% on the day and 39.05% lower over twelve months.
Lockheed Martin (LMT) vs General Dynamics (GD): Which is a Better Stock to Buy?
Lockheed Martin Corporation (NYSE:LMT) traded at around $509 on October 6, little changed on the day and 26.46% below its 52-week high of $692.
Is Dollar Tree (DLTR) a Good or Bad Investment at Today’s Price?
Dollar Tree, Inc. (NASDAQ:DLTR) traded at around $116 on October 6, 33.10% higher over twelve months.
Meta’s Enterprise Push Could Turn AI From a SaaS Feature Into a SaaS Competitor
Meta Platforms, Inc. (NASDAQ:META) launched the Meta Enterprise Platform on September 28 as a new business pillar focused on its AI technology stack.
GE Vernova vs. Eaton: Which AI Power Stock Can Earn Its 47x or 29x Price?
GE Vernova Inc. (NYSE:GEV) and Eaton Corporation plc (NYSE:ETN) both benefit when electricity demand forces customers to invest in power infrastructure.
Quanta Services vs. MasTec: Is Better Cash Flow Worth a 73% Earnings Premium?
AI data centers need more than electricity contracts. They need transmission lines, substations and crews that can finish complex projects. Quanta Services, Inc.
Salesforce vs. ServiceNow: Which AI Software Stock Offers the Better Cash-Flow Deal?
Salesforce, Inc. (NYSE:CRM) and ServiceNow, Inc. (NYSE:NOW) both want enterprise customers to pay for AI that completes work.
Uranium Energy vs. enCore: Is the Cheaper Stock Worth the Production Risk?
Uranium Energy Corp. (NYSE:UEC) and enCore Energy Corp. (NASDAQ:EU) both offer exposure to U.S. uranium production.
Denison vs. NexGen: Which Uranium Developer Offers the Better Construction Bet?
Denison Mines Corp. (NYSE:DNN) and NexGen Energy Ltd. (NYSE:NXE) offer exposure to new uranium supply before their flagship mines generate operating cash.
Lam Research vs. KLA: Is Faster Growth Worth Paying More for Cash Flow?
Lam Research Corporation (NASDAQ:LRCX) is growing faster than KLA Corporation (NASDAQ:KLAC).
Visa vs. Mastercard: Does a 241% Return on Equity Make Mastercard the Better Buy?
Mastercard Incorporated (NYSE:MA) reports a much higher return on equity than Visa Inc. (NYSE:V). At October 5, trailing figures were about 241% and 61%, respectively.
Argan vs. MYR Group: Which Power-Buildout Stock Offers Better Value?
Electricity demand creates work at both ends of the infrastructure chain. Argan, Inc. (NYSE:AGX) builds power-generation projects, while MYR Group Inc.
Vistra vs. Talen: Which AI Power Stock Has the Stronger Cash-Flow Case?
AI data centers need dependable electricity, and Vistra Corp. (NYSE:VST) and Talen Energy Corporation (NASDAQ:TLN) offer two ways to own the plants supplying it.
What is Prologis’s (PLD) Economic Moat, and is it Widening or Narrowing?
Prologis, Inc. (NYSE:PLD) traded at around $129 on October 6, up 1.05% on the day and 10.44% higher over twelve months.
What is American Tower’s (AMT) Economic Moat, and is it Widening or Narrowing?
American Tower Corporation (NYSE:AMT) traded at around $165 on October 6, within five dollars of its 52-week low of $160.06.
What is IBM’s (IBM) Economic Moat, and is it Widening or Narrowing?
International Business Machines Corporation (NYSE:IBM) closed at around $221 on October 6, down more than 23% over the last 52 weeks.
What is Fastenal’s (FAST) Economic Moat, and is it Widening or Narrowing?
Fastenal Company (NASDAQ:FAST) traded at around $51 on October 6 and is 6.83% higher over twelve months.
Petrobras (PBR) vs Vale (VALE): Which is a Better Stock to Buy?
Petroleo Brasileiro S.A. - Petrobras (NYSE:PBR) traded at around $24 on October 6, up 96.58% over twelve months and close to its 52-week high of $24.76. Vale S.A.
What is Comcast’s (CMCSA) Economic Moat, and is it Widening or Narrowing?
Comcast Corporation (NASDAQ:CMCSA) traded at around $22 on October 6, down 24.79% over twelve months.
What is Waste Management’s (WM) Economic Moat, and is it Widening or Narrowing?
Waste Management, Inc. (NYSE:WM) was trading at around $206 on October 5, up 0.71% on the day but down 6.08% over twelve months.
AbbVie (ABBV) Pays Out More Than It Earns. How Long Can That Hold?
AbbVie Inc. (NYSE:ABBV) was trading at around $263 on October 5, up 14.18% over twelve months. Its payout ratio is 190.40%.
Morgan Stanley Made Wells Fargo (WFC) a Top Pick With a $102 Target. The Stock Is Flat Over a Year
Wells Fargo & Company (NYSE:WFC) was upgraded by Morgan Stanley to Overweight from Equal-Weight on October 5, with a $102 price target and a place on the firm's Top Pick list.
Jim Cramer Prefers Dell (DELL) But Calls HPE the Cheaper Stock. Here is the Gap
Dell Technologies Inc.
AMD (AMD) Could Issue 320 Million Shares at a Penny. Here is What Has to Happen First
Advanced Micro Devices, Inc.
Stryker (SYK) vs Boston Scientific (BSX): Which is a Better Stock to Buy?
Stryker Corporation (NYSE:SYK) traded at around $280 on October 6, 22.75% lower over twelve months.
Seagate’s (STX) CEO Sold $17.4 Million the Day Before the Toshiba Drop. The Stock Is Falling Again
Seagate Technology Holdings plc (NASDAQ:STX) traded at around $809 on October 6, down 7.44% on the day, though still 294.24% higher over twelve months.
Is Nvidia’s (NVDA) Free Cash Flow Keeping Pace With Its Reported Earnings?
NVIDIA Corporation (NASDAQ:NVDA) was trading at around $238 on October 5, up 1.66% on the day and within a few cents of its 52-week high.
Boeing (BA) Has Negative EBITDA and Positive Net Income. Which One Is Real?
The Boeing Company (NYSE:BA) was trading at around $193 on October 5, down 11.91% over twelve months. Boeing reported net income of $2.09 billion over the past twelve months.
Is Netflix’s (NFLX) Free Cash Flow Keeping Pace With Its Reported Earnings?
Netflix, Inc. (NASDAQ:NFLX) was trading at around $67 on October 5, down 42.35% over twelve months and close to its 52-week low of $65.08.
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