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Insider Monkey Blog

Jim Cramer on Seanergy Maritime (SHIP): “I’d Be a Buyer”

On September 16, when a caller inquired about Seanergy Maritime Holdings Corp (NASDAQ:SHIP) during the lightning round of Mad Money, Jim Cramer commented: Bulk transportation ...

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September 19 - Hedge Funds, News

Jim Cramer Notes Oil Is Behind Pressure on Casey’s (CASY) and Texas Roadhouse (TXRH)

Starting the lightning round on September 17, when a caller mentioned that they bought back Casey's General Stores, Inc.

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September 19 - Hedge Funds, News

Jim Cramer Says “Buy Reddit” (RDDT)

During the September 17 episode of Mad Money, a caller asked why Reddit, Inc.

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September 19 - Hedge Funds, News

CoreWeave (CRWV) Is Charging More for AI Compute, and Customers Keep Paying

On September 17, CoreWeave (NASDAQ:CRWV) said it has kept signing customers at higher prices since June 30.

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September 19 - Hedge Funds, News

Jim Cramer Suggests Against Holding Dominion (D) Through the NextEra (NEE) Share Conversion

During the September 16 episode of Mad Money, a caller holding Dominion Energy, Inc. (NYSE:D) shares asked for thoughts on NextEra Energy, Inc.

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September 19 - Hedge Funds, News

STMicroelectronics (STM) Wants Every Car Watching Its Driver, and Cheaply

On September 14, STMicroelectronics (NYSE:STM) introduced the ST SafeSense VD56GA, a 1.1-megapixel infrared image sensor designed for cameras that watch drivers and passengers...

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September 19 - Hedge Funds, News

Cerebras (CBRS) Plants A 165 MW Flag In Finland While Still Losing Money

On September 1, Cerebras Systems (NASDAQ:CBRS) announced a new AI data center in Mikkeli, Finland, built with partner Compute Nordic Finland.

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September 19 - Hedge Funds, News

Fifth Third’s (FITB) Comerica Merger Is Done, Now Comes The Payoff

On September 8, Fifth Third Bancorp (NASDAQ:FITB) said it had finished moving close to 600,000 former Comerica customers and 293 branches across Arizona, California, Florida, ...

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September 19 - Hedge Funds, News

Atlassian (TEAM) Just Turned Jira Into an AI Coding Command Center

On September 10, Atlassian Corporation (NASDAQ:TEAM) rolled out a set of tools built around a question most software companies still can't answer well: once you let AI agents ...

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September 19 - Hedge Funds, News

Franco-Nevada’s (FNV) Record Quarter Hides A Two-Year Question Mark

On August 11, Franco-Nevada (NYSE:FNV) posted second-quarter results that dwarfed last year's numbers, with revenue up 57% to $580.9 million and gold equivalent ounces sold climbing...

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September 19 - Hedge Funds, News

Nasdaq (NDAQ) Just Made It Harder For Crypto Criminals To Hide

On September 15, Nasdaq (NASDAQ:NDAQ) said its Verafin unit had partnered with Stablecore to fuse traditional banking data with digital asset activity inside one financial crime...

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September 19 - Hedge Funds, News

Garmin’s (GRMN) New Autopilot Signals Where Growth Is Headed

On September 1, Garmin (NYSE:GRMN) unveiled SmartDrive, the first sailboat autopilot built around a brushless linear actuator with a built-in ECU.

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September 19 - Hedge Funds, News

Corteva (CTVA) Bets On A Belgian Partner For Crop Protection’s Next Act

On September 9, Corteva (NYSE:CTVA) and Belgium's Globachem N.V.

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September 19 - Hedge Funds, News

Jim Cramer Suggests Avoiding Redwire (RDW) In A Rate Tightening Cycle

On September 16, toward the end of the lightning round, a caller asked what Jim Cramer thinks of Redwire Corporation (NYSE:RDW).

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September 19 - Hedge Funds, News

Sempra (SRE) Just Locked In Two Decades of LNG Demand

On September 14, Sempra Infrastructure, a subsidiary of Sempra (NYSE:SRE), signed a 20-year deal to sell roughly 0.8 million tonnes of liquefied natural gas a year to Petrobras...

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September 19 - Hedge Funds, News

AMETEK’s (AME) $5B Deal Bets Big On A Hot Streak

On August 26, AMETEK (NYSE:AME) closed one of the largest deals in its history, an all-cash purchase of Indicor Instrumentation for $5.0 billion. The timing is notable.

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September 19 - Hedge Funds, News

PureCycle (PCT) Expands PureFive Use as Regulatory Tailwinds Meet Execution Risk

PureCycle Technologies Inc. (NASDAQ:PCT) announced a new line of sustainable tamper-evident packaging, SnapPack Square EVO, in partnership with IPL Schoeller.

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September 19 - Hedge Funds, News

BJ’s Wholesale Club (BJ) Formalizes Investment-Grade Financial Policy

BJ's Wholesale Club Holdings Inc.

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September 19 - Hedge Funds, News

The RealReal (REAL) Bets on Glendale to Capture Growing Vintage Demand

The RealReal Inc. (NASDAQ:REAL) continues to grow its footing within Southern California, with a new Glendale store scheduled to open on October 1.

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September 19 - Hedge Funds, News

Willis Lease Finance (WLFC) Expands Fleet with New Aircraft and Engine Acquisition

Willis Lease Finance Corp. (NASDAQ:WLFC) is adding 13 aircraft engines and 12 commercial aircraft to its aviation asset holdings, through a recently concluded transaction.

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September 19 - Hedge Funds, News

How Does This $40.3 Million Birwood Heights Financing Arrangement Benefit Marcus & Millichap’s (MMI)

Marcus & Millichap’s (NYSE:MMI) capital markets arm, IPA Capital Markets, secured a financing arrangement amounting to $40.3 million for Birwood Heights.

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September 19 - Hedge Funds, News

Delivery Outlook Shows Tesla (TSLA)’s Core Business Under Pressure. Its Next Growth Engine Must Deliver

Goldman Sachs has cut its delivery forecast for Tesla, Inc. (NASDAQ:TSLA) while citing weaker sales trends across the company’s most important markets.

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September 19 - Hedge Funds, News

Cisco (CSCO) Leans on Splunk to Broaden Its Share of Enterprise AI Spending. It Faces a Big Test

Cisco Systems, Inc. (NASDAQ:CSCO) is seeking to expand Splunk’s role in enterprise AI.

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September 19 - Hedge Funds, News

Micron (MU) Unveils Breakthrough Memory Product. It Says Much About the Memory Market

In a major milestone in memory innovation, Micron Technology, Inc.

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September 19 - Hedge Funds, News

Lucid (LCID) Rises After Bolt Partnership, But Cash Burn Remains a Concern

On September 17, Lucid Group, Inc.

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September 19 - Hedge Funds, News

Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc.

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September 19 - Hedge Funds, News

PicS N.V. (PICS) Delivers Credit Portfolio Momentum and Q2 Outperformance Across the Board

For the recently reported second quarter, PicS N.V. (NASDAQ:PICS) outperformed relative to its previous guidance across all profitability metrics.

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September 19 - Hedge Funds, News

Netflix (NFLX) Gets a Bullish $110 Target: What’s Driving the Outlook?

On September 14, Evercore ISI raised its price target for Netflix, Inc. (NASDAQ:NFLX) from $100 to $110 while maintaining its Outperform rating.

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September 19 - Hedge Funds, News

Aflac’s (AFL) Net Earnings Jumped 37.7%, Yet Adjusted Earnings Actually Fell

On August 6, Aflac (NYSE:AFL) reported second-quarter numbers that point in opposite directions.

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September 19 - Hedge Funds, News

Cencora (COR) Raised Guidance and Bought Back $1B. What’s the Catch?

On August 5, Cencora (NYSE:COR) reported results for its fiscal third quarter, which closed on June 30, and the headline numbers looked clean.

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September 19 - Hedge Funds, News

Coherent (COHR) Squeezes Key Optical Network Gear Into a Plug-In Module

On September 17, Coherent Corp.

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September 19 - Hedge Funds, News

Gallagher’s (AJG) Colorado Deal Is Another Brick in a Very Big Wall

On September 15, Arthur J. Gallagher & Co.

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September 19 - Hedge Funds, News

Air Products (APD) Is Doubling Down on the Gases Inside Chip Fabs

On September 16, Air Products (NYSE:APD) said it had signed a long-term deal to supply high-purity gases to a leading chipmaker, backed by roughly $250 million of its own money...

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September 19 - Hedge Funds, News

Targa Resources (TRGP) Set a Record Quarter and Then Raised the Bar

On August 6, Targa Resources Corp. (NYSE:TRGP) reported a record second quarter.

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September 19 - Hedge Funds, News

Ferrari (RACE) Signs Rakuten While 2027 Is Already Spoken For

On September 17, Ferrari N.V. (NYSE:RACE) announced a partnership with the technology company Rakuten Group, Inc., effective January 1, 2027.

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September 19 - Hedge Funds, News

Simon Property (SPG) Group Raised Its Outlook Again

On August 10, Simon Property Group (NYSE:SPG) reported results for the three months through June 30 and raised its full-year profit outlook once again.

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September 19 - Hedge Funds, News

Royal Caribbean’s (RCL) $1.25B Debt Deal Hides A Bigger Story

On August 20, Royal Caribbean Group (NYSE:RCL) said it had completed a sale of $1.25 billion of notes that carry a 5.55% coupon and come due on January 20, 2034.

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September 19 - Hedge Funds, News

Republic Services (RSG) Is Winning On Price While Volumes Slip

On August 6, Republic Services (NYSE:RSG) reported earnings of $1.84 per diluted share for the quarter that closed on June 30, up from $1.75 a year earlier, and lifted most of...

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September 19 - Hedge Funds, News

Digital Realty (DLR): Can a Data Center Landlord Become the Control Panel for Enterprise AI?

On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more...

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September 19 - Hedge Funds, News

Wheaton’s (WPM) Profits Nearly Doubled While Its Cash Pile Shrank To $100M

On August 6, Wheaton Precious Metals (NYSE:WPM) reported second-quarter net earnings of $543 million on $929 million of revenue, both records.

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September 19 - Hedge Funds, News

Marketing Discipline Pays Off as GDEV Improves Operating Cash Flow

GDEV Inc. (NASDAQ:GDEV) saw a year-on-year drop in bookings from both its in-app purchases and advertising, during the second quarter fiscal 2026.

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September 19 - Hedge Funds, News

ResMed Inc. (RMD)’s Sleep Apnea Leadership Supports Growth Despite Rising Competitive Pressures

ResMed Inc. (NYSE:RMD) is well positioned to benefit from the long-term growth of the global obstructive sleep apnea (OSA) treatment market.

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September 19 - Hedge Funds, News

Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including...

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September 19 - Hedge Funds, News

Is Affirm Holdings, Inc. (AFRM) Stock a Buy After Goldman Sachs Raised Its Price Target?

Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning.

Keep Reading →

September 19 - Hedge Funds, News

Can Accenture (ACN) Turn Its AI Strategy Into Sustainable Growth?

Accenture plc (NYSE:ACN) investors are having a rough year, with the shares down more than 25%. Now Wall Street is divided over the company's outlook.

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September 19 - Hedge Funds, News

Can NextEra (NEE) Preserve Its Earnings and Dividend Growth While Adding Dominion?

NextEra Energy, Inc. (NYSE:NEE) has outlined its growth targets for 2026 and beyond. This comes as the company advances plans to acquire Dominion Energy Inc (NYSE:D).

Keep Reading →

September 19 - Hedge Funds, News

Meta (META)’s Stilla.ai Deal Could Turn Business Agent Into a New Monetization Engine

Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business.

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September 19 - Hedge Funds, News

Jim Cramer Shared What CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s CEO Told Him About AI “Doomsaying”

Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s shares are up by more than 100% year to date.

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September 18 - News

Jim Cramer Revealed GE Vernova Inc. (NYSE:GEV)’s Saying There’s An Order Acceleration

GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer's favorite stocks. Throughout 2025, the CNBC TV host continued to heap praise on the firm.

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September 18 - News

Jim Cramer Said This AI Firm Has More Orders Than “Almost Anybody” Other Than NVIDIA

For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow.

Keep Reading →

September 18 - News

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