NVIDIA (NVDA) Is Still One of the Most Compelling AI Plays: Here’s Why
Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Insider Monkey Blog
Why ASML’s (ASML) Capacity Is Fully Booked Through 2027
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.
How AI Adoption Could Supercharge McKesson (MCK)
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.
Billionaire Stanley Druckenmiller’s Key AI Stock Pick: Taiwan Semiconductor (TSM)
Stanley Druckenmiller's Duquesne Family Office owns TSMC, and the stock ranks third in our list of the 10 best AI stocks according to Druckenmiller.
Why Airbnb’s (ABNB) Exclusivity Insulates It From AI Disintegration
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.
Is Lam Research (LRCX) a Smart AI Stock Pick for Long-Term Investors?
Lam Research Corporation (NASDAQ:LRCX) makes the machines that chipmakers use to build chips. The stock is up about 73% so far this year.
Is Curtiss-Wright Corporation (CW) a Good Defense Stock to Buy in 2026?
Curtiss-Wright Corporation (NYSE:CW) makes engineered parts and systems for defense, commercial aerospace and nuclear power customers.
Suncoast U.S. Equity Large Cap Select Growth Strategy’s Q3 2026 Investor Letter
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.
Watts Water Technologies (WTS): A Hidden Data Center Stock in Billionaire Mario Gabelli’s Portfolio
Watts Water Technologies, Inc. (NYSE:WTS) makes valves, leak protection equipment, water filtration systems and drainage products for homes and commercial buildings.
Why Investors are Ignoring Growth at Evolv Technologies Holdings (EVLV)
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Analyzing Price-to-Fundamentals Divergence in The RealReal (REAL)
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Grab Holdings Limited (GRAB) Faces Earnings Pressure Over Indonesian Two-Wheeler Cap
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Disruption in the Middle East Weighed on MakeMyTrip (MMYT)
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Arm Holdings (ARM): Semiconductor Sector Sell-Off and Supply Execution Questions Weigh on Stock
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Sandisk (SNDK) Is Up 1,322% in a Year: Is There Still Room to Run?
Sandisk Corp. (NASDAQ:SNDK) is at the peak of its powers.
Digital Asset Rally and Macro Debasement Concerns Lifted Circle Circle Internet Group (CRCL)
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Is Okta (OKTA) the Hidden AI Play in Enterprise Software?
Okta Inc. (NASDAQ:OKTA) is emerging as an agentic identity multiplier, as more and more enterprises strive to deploy artificial intelligence agents across their workflows.
Adobe (ADBE): Are Strong Fundamentals Enough to Overcome AI Fears?
Adobe Inc. (NASDAQ:ADBE) stands with a highly profitable, cash-rich profile. However, the share price movements suggest that its growth was fading.
McDonald’s (MCD): Is Wall Street Overlooking Its High-Margin Franchise Model?
Share price for McDonald’s Corp. (NYSE:MCD) reflects on rising skepticism around the company’s growth trajectory and the weight of its leverage.
10 Best Stocks to Buy According to Billionaire Mario Gabelli’s Fund
Billionaire Mario Gabelli is the founder and chairman of GAMCO Investors, the money manager he started in 1977.
Skydance Corporation (SKYD)’s $110 Billion Warner Bros. Deal Is Done. Can It Handle $80 Billion in Debt?
Skydance Corporation (NYSE:SKYD), formerly Paramount Skydance Corporation, completed its acquisition of Warner Bros. Discovery, Inc.
Best Buy Gives Investors a Reason to Take a Second Look
Best Buy Co., Inc. (NYSE:BBY) isn't the kind of retailer that immediately comes to mind when you think about companies with a wide economic moat.
This Regional Bank Has Paid a Dividend for Nearly 60 Straight Years. Is it Worth a Look?
Hancock Whitney Corporation (NASDAQ:HWC) is not a bank that gets much attention outside the regional banking space.
Hormel Foods Has a Nearly 6% Dividend Yield. Is the Stock Too Cheap to Ignore?
Hormel Foods Corporation (NYSE:HRL) is not exactly the first stock that comes to mind when investors talk about growth.
This 6.3% Dividend Yield Looks Too Good to Ignore. Is the Stock a Buy?
Amcor plc (NYSE:AMCR) isn't a flashy business. Most people probably don't know much about the company, even though they come across its products every day.
UnitedHealth’s P/E Has Reset. Is the Stock Finally Undervalued?
UnitedHealth Group Incorporated (NYSE:UNH) is a very different valuation story than it was a few years ago.
Royal Caribbean Group: Has the Market Already Priced in the Cruise Recovery?
Royal Caribbean Cruises Ltd. (NYSE:RCL) is in a very different place today than it was a few years ago.
Kraft Heinz Stock Looks Cheap. Here’s What Investors are Missing
The Kraft Heinz Company (NYSE:KHC) has something many companies would love to have: brands that people already know.
The Coca-Cola Company: Is the Premium Valuation Still Justified?
The Coca-Cola Company (NYSE:KO) is catching investors' attention at an interesting time.
IBM’s Valuation is Getting Interesting as AI and Consulting Rebound
International Business Machines Corporation (NYSE:IBM) isn't a typical growth stock.
10 Cheap Stocks That Will Go to the Moon According to Reddit
In this article, we will discuss 10 Cheap Stocks That Will Go to the Moon According to Reddit.
Equifax (EFX) vs. TransUnion (TRU): Which Beaten-Down Credit Bureau Is the Better Buy?
Equifax Inc. (NYSE:EFX) and TransUnion (NYSE:TRU) are two of the three big credit bureaus, oligopoly toll booths that get paid whenever a lender checks someone's credit.
Public Storage (PSA) vs. Extra Space (EXR): Which Self-Storage REIT Is the Better Buy?
Public Storage (NYSE:PSA) and Extra Space Storage Inc. (NYSE:EXR) are the two giants of self-storage, a recession-resilient corner of real estate.
Jim Cramer Draws a Line Between Rocket Lab (RKLB) and SpaceX (SPCX)
During the October 1 episode of Mad Money, Jim Cramer discussed Rocket Lab Corporation (NASDAQ:RKLB) while reviewing the Nasdaq 100’s third-quarter performance.
Jim Cramer Has Reservations About One of These Software Comebacks
On October 1, Jim Cramer discussed Veeva Systems Inc. (NYSE:VEEV) while reviewing the third-quarter recovery in software stocks. He mentioned that he prefers Salesforce, Inc.
Amgen (AMGN) and Johnson & Johnson (JNJ) Catch Jim Cramer’s Eye for Different Reasons
During the October 1 episode of Mad Money, Jim Cramer discussed Amgen Inc. (NASDAQ:AMGN) while reviewing the Dow Jones Industrial Average’s third-quarter performance.
Jim Cramer Sees Something Worth Revisiting in These Power Stocks
On October 1, Jim Cramer highlighted Constellation Energy Corporation (NASDAQ:CEG) and Vistra Corp.
Novo Nordisk (NVO) or Eli Lilly (LLY)? Jim Cramer Gives a Clear Response
During the October 1 lightning round of Mad Money, a caller said they owned both Novo Nordisk A/S (NYSE:NVO) and Eli Lilly and Company (NYSE:LLY).
Kimberly-Clark’s (KMB) Kenvue (KVUE) Deal Has Jim Cramer Looking Years Ahead
Toward the end of the October 1 lightning round of Mad Money, a caller asked about Kimberly-Clark Corporation (NASDAQ:KMB) and its pending acquisition of Kenvue Inc.
Why Jim Cramer Says This Stock May No Longer Be the Same Cyclical Bet
During the October 1 episode of Mad Money, Jim Cramer observed that the results and long-term customer agreements suggest Micron Technology, Inc.
Jim Cramer Sees One Stock to Own After Corteva’s (CTVA) Breakup
Jim Cramer sees one clear winner from Corteva, Inc. (NYSE:CTVA) latest breakup.
Jim Cramer Draws a Line Between Texas Pacific Land (TPL) and Chevron (CVX)
During the October 2 episode of Mad Money, a caller asked whether Texas Pacific Land Corporation (NYSE:TPL) was a buy, sell or hold after its performance in 2025 and continued...
Jim Cramer Sees More to Applied Materials (AMAT) Than Its Earnings Multiple
On October 2, a caller asked for an opinion about Applied Materials, Inc. (NASDAQ:AMAT) for the next 12 months.
Jim Cramer Sees a Catch in the Nutrien (NTR) Trade
Mentioning the blockade of the Strait of Hormuz on October 2, a caller asked whether Nutrien Ltd. (NYSE:NTR) presents an investment opportunity in the fertilizer sector.
Jim Cramer Spots a Complication in the AXON Story
On October 1, a caller asked for Mad Money host Jim Cramer’s opinion of Axon Enterprise, Inc. (NASDAQ:AXON), and he replied: Okay, I happen to like Rick Smith.
CoreWeave Can Raise Prices Twice in Three Months. Can It Afford to Keep Building?
CoreWeave Inc. (NASDAQ:CRWV) has raised per-hour GPU prices twice, first by 25% across all products in July 2026 and then by another 10% over the past two to three months.
10 Best 52-Week Low Technology Stocks to Buy According to Analysts
In this article, we will take a look at the 10 Best 52-Week Low Technology Stocks to Buy According to Analysts. The technology sector as a whole has had a strong year.
Penguin Solutions (PENG) Flies 13% on Stellar Earnings, FY Outlook
Penguin Solutions Inc.
Jim Cramer Makes His Position Clear on Simon Property Group (SPG)
When a caller mentioned that they are thinking about adding to their position in Simon Property Group, Inc.
SLB’s Move Beyond Oil Fields Has Jim Cramer’s Attention
During the October 2 episode of Mad Money, Jim Cramer discussed SLB N.V.
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