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Insider Monkey Blog

W.W. Grainger (GWW): Strong Beat-and-Raise Quarter Outweighed by Macro Sentiment Headwinds

ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.

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October 7 - Hedge Fund Investor Letters, News

Azure Momentum and Copilot Usage Data Drive Fundamental Strength for Microsoft (MSFT)

ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.

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October 7 - Hedge Fund Investor Letters, News

Arista Networks (ANET) Outperforms AI Infrastructure Peers on Solid Execution and Raised Guidance

ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.

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October 7 - Hedge Fund Investor Letters, News

Why Billionaire Ken Fisher Went Big on GE Vernova (GEV)

GE Vernova (NYSE:GEV) was one of Ken Fisher's boldest bets in the second quarter.

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October 7 - Hedge Funds, News, Stock Analysis

Gate Launches Gate Money, a New Financial Services Gateway Connecting Assets, Funds, and Payments

On October 7, Dr. Han, Gate Founder and CEO, officially announced the launch of Gate Money during his keynote speech at the TOKEN2049 conference.

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October 7 - Press Releases

Jim Cramer Says This Stock is His Favorite AI Power Play

During the September 30 episode of Mad Money, Jim Cramer argued that Bloom Energy Corporation (NYSE:BE) offers data center operators a way to secure electricity without relying...

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October 7 - Hedge Funds, News

Jim Cramer Says He Won’t Recommend Money-Losing POET Technologies (POET) Stock

During the lightning round of the September 30 episode of Mad Money, a caller sought Jim Cramer’s opinion of POET Technologies Inc.

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October 7 - Hedge Funds, News

Jim Cramer Is Staying Away From NIKE (NKE) Stock After Losing Money

During the September 30 episode of Mad Money, a caller asked about bottom-fishing opportunities with NIKE, Inc.

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October 7 - Hedge Funds, News

Jim Cramer Calls Reformation (REF) an Intriguing Growth Story but Calls It “Speculative”

Jim Cramer called Reformation Inc.

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October 7 - Hedge Funds, News

Jim Cramer Says Microsoft’s (MSFT) AI Investment Is Finally Paying Off

During the September 30 episode of Mad Money, Jim Cramer discussed how Microsoft Corporation’s (NASDAQ:MSFT) massive artificial intelligence investment is entering a new phase...

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October 7 - Hedge Funds, News

Jim Cramer Says He Prefers This “Monster” Stock Over Super Micro (SMCI)

Starting the lightning round of Mad Money on September 28, a caller inquired about Super Micro Computer, Inc.

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October 7 - Hedge Funds, News

Jim Cramer Believes Everpure (P) Could Have More Room to Run

During the October 1 episode of Mad Money, Jim Cramer reviewed the previous quarter’s S&P 500 strongest performers and discussed Everpure, Inc. (NYSE:P).

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October 7 - Hedge Funds, News

Jim Cramer Says Kinder Morgan (KMI) Stock Shouldn’t Have Fallen This Far

When a caller mentioned that they have not profited from their position in Kinder Morgan, Inc.

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October 7 - Hedge Funds, News

Visa (V) Turns Scale Into Best-in-Class Margins. Here Is What Investors Need to Know

With growing prominence of digital wallets, stablecoins, and account-to-account payments, Visa Inc.

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October 7 - Hedge Funds, News

Navitas’ (NVTS) Army Award Strengthens Its Ultra-High-Voltage SiC Push

Navitas Semiconductor Corporation (NASDAQ:NVTS) just received another important validation for its silicon carbide technology.

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October 7 - Hedge Funds, News

Nio (NIO) Gets Geely’s Help. Can Battery Swapping Finally Pay Off?

For EV companies like Nio Inc. (NYSE:NIO), operating charging and battery-swapping networks offer many benefits.

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October 7 - Hedge Funds, News

RTX Corporation (RTX)’s $20.7 Billion Missile Deal: Investors Should Watch Production, Not the Headline

RTX Corporation (NYSE:RTX) just received one of the largest missile production awards in its history.

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October 7 - Hedge Funds, News

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.

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October 7 - News, Stock Analysis

Is ASML’s (ASML) Monopoly Worth the Premium?

ASML Holding N.V. (NASDAQ:ASML) sits in one of the most unusual positions in the technology industry. It does not make chips, design processors, or operate data centers.

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October 7 - Hedge Funds, News

Cintas (CTAS) vs. Rollins (ROL): Which Boring Business Is the Better Buy?

Cintas Corporation (NASDAQ:CTAS) and Rollins, Inc. (NYSE:ROL) are the kind of companies investors can easily overlook. Neither sells the next big technology platform.

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October 7 - Hedge Funds, News

Is Nike’s (NKE) Turnaround Worth Betting On?

Nike, Inc. (NYSE:NKE) is in an awkward position.

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October 7 - Hedge Funds, News

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...

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October 7 - Hedge Funds, News

Robinhood Rallies on a Framework Its Stock Tokens Can’t Use

Robinhood Markets Inc.

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October 7 - Hedge Funds, News

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.

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October 7 - Hedge Funds, News

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.

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October 7 - Hedge Funds, News

Shopify (SHOP) vs. MercadoLibre (MELI): Which E-Commerce Stock Deserves the Premium?

Shopify Inc. (NASDAQ:SHOP) and MercadoLibre, Inc.

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October 7 - Hedge Funds, News

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.

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October 7 - Hedge Funds, News

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.

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October 7 - Hedge Funds, News

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.

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October 7 - Hedge Funds, News

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.

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October 7 - Hedge Funds, News

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.

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October 7 - Hedge Funds, News

CME Group (CME) vs. Intercontinental Exchange (ICE): Which Exchange Giant Is the Better Buy?

CME Group Inc. (NASDAQ:CME) and Intercontinental Exchange, Inc.

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October 7 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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...

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October 6 - Hedge Funds, News

Jim Cramer Has Soured on Intuitive Surgical (ISRG). The Reason is Johnson & Johnson

Intuitive Surgical, Inc.

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October 6 - Hedge Funds, News

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 ...

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - Hedge Funds, News

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.

Keep Reading →

October 6 - News, Stock Analysis

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.

Keep Reading →

October 6 - News, Stock Analysis

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.

Keep Reading →

October 6 - News, Stock Analysis

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.

Keep Reading →

October 6 - News, Stock Analysis

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).

Keep Reading →

October 6 - News, Stock Analysis

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