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 Iovance Biotherapeutics (IOVA) Effortlessly Soared 256% in Q3
Iovance Biotherapeutics (NASDAQ:IOVA) emerged as the top-performing mid-cap stock in the US market in the third quarter of the year, with shares soaring by 256 percent during ...
Blackstone (BX) vs KKR (KKR): Which is a Better Stock to Buy?
Blackstone Inc. (NYSE:BX) closed at $111.75 on October 2 and KKR & Co. Inc. (NYSE:KKR) at $90.29.
What is Progressive’s (PGR) Economic Moat, and is it Widening or Narrowing?
The Progressive Corporation (NYSE:PGR) closed at $210.31 on October 2, having lost ground over twelve months while the wider market rose.
Nokia (NOK) Has Doubled in a Year. Is the Turnaround Real or Just a Rerating?
Nokia Oyj (NYSE:NOK) closed at $10.60 on October 2, having doubled over twelve months.
Ford (F) Lost $7.4 Billion and Still Pays a 4.9% Dividend. How Long Can That Hold?
Ford Motor Company (NYSE:F) closed at $12.10 on October 2, having lost $7.4 billion over the past twelve months. A dividend is a promise a company makes when it is confident.
How Much of Marvell’s Adjusted Profit Reaches Shareholders?
Marvell Technology, Inc. (NASDAQ:MRVL) reported $865.9 million of adjusted net income in its fiscal second quarter, compared with $308 million under GAAP.
AbbVie (ABBV) vs Bristol Myers (BMY): Which is a Better Stock to Buy?
AbbVie Inc. (NYSE:ABBV) closed at $262.82 on October 2, and Bristol Myers Squibb Company (NYSE:BMY) at $61.15. Both spent the last few years doing the same difficult thing.
How Much Revenue Visibility Does Microsoft’s Backlog Really Provide?
Microsoft Corporation (NASDAQ:MSFT) ended fiscal 2026 with $678 billion of commercial remaining performance obligations.
Will Selling Chips Strengthen Arm’s Moat or Put It at Risk?
Arm Holdings plc (NASDAQ:ARM) built its business around helping other companies design processors.
Roblox (RBLX) Has Lost Two Thirds of Its Value. Is the User Growth Still Real?
Roblox Corporation (NYSE:RBLX) closed at $44.12 on October 2, down about two-thirds over twelve months. A fall that steep normally means something broke.
FedEx (FDX) vs UPS (UPS): Which is a Better Stock to Buy?
FedEx Corporation (NYSE:FDX) closed at $290.36 on October 2, and United Parcel Service, Inc. (NYSE:UPS) at $93.02.
Synopsys (SNPS) Has a Strong Design Business. Is Its Growth Worth the Premium?
Synopsys, Inc. (NASDAQ:SNPS) has a durable place in chip design: changing established software and validated chip components can be costly and risky.
Ferrari (RACE): Is Its Scarcity-Driven Luxury Moat Unbreakable?
Ferrari N.V. (NYSE:RACE) is technically a carmaker, but the market does not price it like one.
Philip Morris (PM): Is Its Smoke-Free Transformation a Durable Growth Engine?
Philip Morris International Inc. (NYSE:PM) has turned a shrinking cigarette business into a growth story.
Moody’s (MCO): Is Its Credit-Ratings Duopoly Moat Unbreakable?
Moody's Corporation (NYSE:MCO) sits behind one of the strongest moats in finance. Alongside S&P Global, it forms a near-duopoly that rates most of the world's debt.
Can Agentic AI Power Qualcomm’s (QCOM) Next Growth Cycle?
For years, Qualcomm Incorporated (NASDAQ:QCOM) has maintained its position in the mobile chip market. Its investment thesis has largely depended on smartphone demand.
Is Advanced Micro Devices (AMD) Still a Buy After Its 180% Plus Rally?
The rapid expansion of artificial intelligence is creating a major opportunity in the central processing unit (CPU) market, positioning Advanced Micro Devices, Inc.
RTX Corp. (RTX) Gets a $6.3 Billion Munitions Tailwind—Can It Deliver?
The FY2026 defense appropriations agreement includes more than $6.3 billion for 13 critical munitions and provides conditional multiyear procurement authority for eight of those...
Snowflake (SNOW) Is Up 50%—Is the Stock Still a Buy?
The rapid adoption of artificial intelligence is driving demand for larger and increasingly sophisticated data workloads.
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.
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