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
Why Jim Cramer Calls Chevron (CVX) the King and Enbridge (ENB) the Yield Play
Jim Cramer highlighted Chevron Corporation (NYSE:CVX) and Enbridge Inc.
Jim Cramer Views Intel (INTC) As A Winning Turnaround Amid CPU Demand Growth
During the September 28 episode of Mad Money, Jim Cramer addressed Intel Corporation (NASDAQ:INTC) and its ongoing business transformation, as he said: Members of the CNBC Investing...
Jim Cramer Likes the Nat-Gas Liquids Business and Highlights This Stock
During the episode aired on September 28, Cramer mentioned Enterprise Products Partners L.P.
Intel (INTC) Data Center Comeback: Real Recovery or Just a Supply Squeeze?
Intel Corp. (NASDAQ:INTC) continues executing its AI-driven turnaround, backed by strong demand across CPUs, ASICs, advanced packaging, and its foundry network.
Jim Cramer Says McDonald’s (MCD) is a Buy Opportunity After 24% Drop But There’s a Catch
On October 1, during the episode of Mad Money, Jim Cramer mentioned an opportunity in McDonald's Corporation (NYSE:MCD) after its sharp decline.
Jim Cramer Says This 7.6%-Yielding Energy Stock Can Cover Its Dividend “and Then Some”
A caller started the lightning round of Mad Money on September 30 by inquiring about MPLX LP (NYSE:MPLX).
CompX (CIX) Has $52 Million in Cash. Why That Alone Doesn’t Make It Cheap
CompX International Inc. (NYSE:CIX) looks attractive on a balance-sheet screen, but a cash-rich manufacturer still needs to earn its valuation.
Sandisk (SNDK) Profits Are Surging—Can the AI Storage Boom Sustain Them?
Sandisk Corporation (NASDAQ:SNDK) is benefiting from data-center demand, but valuing the entire company as though all its sales share those economics would miss most of the business...
Is Micron Stock Cheap Enough to Survive Lower Memory Profits?
Micron Technology, Inc. (NASDAQ:MU) can look inexpensive when investors divide its share price by the profits of a memory shortage.
YETI Holdings (YETI) Is Betting Beyond Drinkware—Will It Pay Off?
For years, the debate around YETI Holdings, Inc. (NYSE:YETI) has centered on whether the premium outdoor brand could improve growth in its mature US drinkware segment.
Eli Lilly (LLY) and AbbVie (ABBV) Are Expanding Their Pipelines. Their Valuations Tell Two Different Stories
Obesity drugs, pipeline investment, and manufacturing capacity are reshaping the pharmaceutical industry's growth equation.
Jim Cramer on Thomson Reuters (TRI): “It’s Just Not a Bargain”
During the September 28 episode of Mad Money, a caller asked whether Thomson Reuters Corporation (NASDAQ:TRI) is undervalued following its recent selloff, highlighting its strong...
Is Mondelez’s Snack Empire Building a Wider Moat?
Mondelez International, Inc. (NASDAQ:MDLZ) has something most food companies would love to have: a collection of brands that people already know and buy regularly.
Clorox Has Some Great Brands. Is its Stock a Good Value?
The Clorox Company (NYSE:CLX) is the kind of company that's easy to recognize. You probably don't have to think too hard to come up with one of its products.
This Dividend Stock’s 21-Year Streak Looks Even Better at 11x Forward Earnings
American Financial Group, Inc. (NYSE:AFG) is the kind of insurance stock that can easily slip under the radar.
Medtronic Has Been Boring Investors for Years. That Could Be Changing
Medtronic plc (NYSE:MDT) has been a bit of a slow burner.
Accenture (ACN) Was Supposed to Be an AI Casualty. Is the Market Changing Its Mind?
For much of the past year, Accenture plc (NYSE:ACN) looked like one of the obvious casualties of AI.
Comcast (CMCSA) vs. Disney (DIS): Both Stocks Are Struggling. Is There Light at the End of the Tunnel?
Comcast Corporation (NASDAQ:CMCSA) and The Walt Disney Company (NYSE:DIS) have both had a rough few years.
Target (TGT) Cuts Prices After a Strong Rally. Is the Stock Still Cheap?
On September 29, Target Corporation (NYSE:TGT) reported that it is cutting prices on nearly 2,000 home items, apparel, and accessories.
Vertex (VRTX) or Regeneron (REGN)? Two Biotech Moats, Two Very Different Bets
Biotech companies are strange businesses to think about in terms of competitive advantages. A software company can lock customers into an ecosystem for years.
Dell (DELL) Is Riding the AI Boom. Does it Finally Have a Moat?
Dell Technologies Inc. (NYSE:DELL) is having a remarkable year.
Palo Alto Networks (PANW) Is a Good Business. But Can Its Growth Justify the Valuation?
Palo Alto Networks, Inc. (NASDAQ:PANW) is no longer just selling cybersecurity products.
Chipotle (CMG): Is the Growth Runway Still Long Enough to Justify the Premium?
Chipotle Mexican Grill, Inc. (NYSE:CMG) was a hyper-growth stock that always carried a premium price.
Intuitive Surgical (ISRG): Is Its Robotic-Surgery Moat Still Untouchable?
Intuitive Surgical, Inc. (NASDAQ:ISRG) more or less invented modern robotic surgery with its da Vinci system, and for two decades it had the field to itself.
What is Accenture’s (ACN) Economic Moat, and is it Widening or Narrowing?
Accenture plc (NYSE:ACN) reported fourth-quarter results on October 1 that beat its own guidance, and the shares rose 15.78% in a single session.
Jim Cramer Highlights NVIDIA (NVDA) Architecture Framework And Historic Share Buyback
During the September 28 episode of Mad Money, Jim Cramer focused on NVIDIA Corporation (NASDAQ:NVDA), reiterating his classic mantra to own rather than trade the stock while highlighting...
10 Stocks That Will Go to the Moon According to Reddit
In this article, we will discuss 10 Stocks That Will Go to the Moon According to Reddit.
What Are Amazon Investors Paying for AWS Without Investment Gains?
Amazon.com, Inc. (NASDAQ:AMZN) reported $62.6 billion of second-quarter net income, but that figure is a poor starting point for valuing its cloud business.
Nike (NKE) vs Lululemon (LULU): Which is a Better Stock to Buy?
NIKE, Inc. (NYSE:NKE) reported first-quarter revenue of $11.21 billion on October 1, down 4%, and guided full-year revenue to fall by a high single-digit percentage.
How Much Could Better Retail Margins Add to Amazon’s Value?
Amazon.com, Inc. (NASDAQ:AMZN) has enough retail revenue for small margin changes to produce large profit differences.
How Sustainable Is Oracle’s Cash Flow Without Customer Prepayments?
Oracle Corporation (NYSE:ORCL) can collect cash before delivering the cloud services a customer bought.
Seagate (STX) Is Selling Into a Shortage. What Happens When It Ends?
Seagate Technology Holdings plc (NASDAQ:STX) closed at $945.57 on October 1, after a rise of more than 270% in twelve months. Hard drives were supposed to be a dying business.
Can Microsoft Keep Growing Its Dividend Through the AI Spending Cycle?
Microsoft Corporation (NASDAQ:MSFT) can afford its dividend today.
Honeywell International (HON) Broke Itself Into Three. Is the Sum Worth More Than the Whole Was?
Honeywell International Inc. (NASDAQ:HON) closed at $213.80 on October 1, having completed the second of two spin-offs that split the conglomerate into three listed companies.
How Much Protection Does Micron’s Cash Provide in the Next Downturn?
Micron Technology, Inc. (NASDAQ:MU) has generated enough cash during the memory boom to change its financial resilience.
What Is CoreWeave Worth After the Cost of Replacing Its GPUs?
CoreWeave, Inc. (NASDAQ:CRWV) can produce a high EBITDA margin while earning much less for equity holders.
Alphabet Unveils Gemini 4 Argon After Delays, and Bets on Price
Alphabet (NASDAQ:GOOG) has a new flagship AI model, and it took months longer than promised.
Can Snowflake’s Growth Outrun Its Stock Compensation Bill?
Snowflake Inc. (NYSE:SNOW) is growing faster while compensation consumes a smaller percentage of sales. That improvement supports the business case.
Should You Buy Netflix On The Dip?
Netflix (NASDAQ:NFLX) fell in September and co-CEO Ted Sarandos admitted growth is running slower than he wants. Viewership rose just 2% in the first half of 2026.
Is Palantir’s Cash Flow Keeping Ahead of Share Dilution?
Palantir Technologies Inc. (NASDAQ:PLTR) is producing substantially more cash as its revenue expands.
Amazon Is Both Landlord And Shareholder In Anthropic’s Giant Cloud Bet
Amazon (NASDAQ:AMZN) has a very big tenant.
Alluvial Tactile Fund’s Q2 2026 Investor Letter
Alluvial Capital Management recently released its "Tactile Fund" second-quarter 2026 investor letter.
10 Best AI Stocks to Buy According to Billionaire Stanley Druckenmiller
Why Stanley Druckenmiller Is Worth Following Billionaire Stanley Druckenmiller is one of the most closely followed macro investors on Wall Street.
Nike’s Growth Problem is Bigger than One Bad Quarter
NIKE, Inc. (NYSE:NKE) is in a tough spot.
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