Jim Cramer Looks Beyond the Recent Pressure on Quanta Services (PWR)
Starting the lightning round on October 2, a caller mentioned to Jim Cramer that he had recommended Quanta Services, Inc.
Insider Monkey Blog
Jim Cramer Makes a Bold Call on Planet Labs (PL)
Highlighting that the company has “no profit but no real competition,” a caller inquired about Planet Labs PBC (NYSE:PL) during the lightning round on October 2, and Mad Money...
Jim Cramer Weighs Duke Energy (DUK) Against an Income Alternative
Toward the end of the lightning round during the October 2 episode of Mad Money, when a caller asked about Duke Energy Corporation (NYSE:DUK), Jim Cramer remarked: I think it'...
Robust AI Demand Reinforces NVIDIA’s (NVDA) Market Leadership
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
Domino’s (DPZ) Faces a Moment That Has Jim Cramer Holding Back
During the October 5 episode of Mad Money, a longtime shareholder asked whether Domino’s Pizza, Inc.
Honeywell Aerospace’s (HONA) Valuation Tells Only Part of the Story for Jim Cramer
When a caller asked about Honeywell Aerospace Inc.
Jim Cramer Likes Ciena (CIEN) but Another Optical Stock Holds His Attention
During the October 5 lightning round of Mad Money, a caller asked Jim Cramer about Ciena Corporation (NYSE:CIEN). He replied: I think Ciena’s very good.
RTX Keeps Winning Contracts, but Jim Cramer Sees a Complication
During the October 5 episode of Mad Money, a caller asked why RTX Corporation (NYSE:RTX) had weakened.
Jim Cramer Sees Two Different Stories Inside SOFI’s Slump
When a caller asked whether SoFi Technologies, Inc.
Microsoft (MSFT): Accelerating Azure Revenue Growth Drives Quarterly Gains
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
Why GE HealthCare (GEHC) Is Doubling Down on Pharmaceutical Diagnostics?
Following its spinoff from General Electric, GE HealthCare Technologies Inc.
Stryker (SYK): Near-Term Growth Concerns Overshadow Long-Term Strength
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
Boeing’s (BA) Strategic Push to Balance Rising Demand with Operational Bottlenecks
A growing demand backlog is fueling a highly optimistic narrative for The Boeing Company (NYSE:BA).
CVS Health (CVS) vs Cigna (CI): Which is a Better Stock to Buy?
CVS Health Corporation (NYSE:CVS) traded at around $88 on October 7, up 1.76% on the day and 12.63% higher over twelve months.
Stryker (SYK) Is Changing CEOs After the Stock Fell 25% Over Twelve Months
Stryker Corporation (NYSE:SYK) traded at around $275 on October 7, down 1.01% on the day and 24.85% lower over twelve months.
What is Nebius Group’s (NBIS) Economic Moat, and is it Widening or Narrowing?
Nebius Group N.V. (NASDAQ:NBIS) traded at around $237 on October 7, down 5.09% on the day, though still 88.38% higher over twelve months.
What is ON Semiconductor’s (ON) Economic Moat, and is it Widening or Narrowing?
ON Semiconductor Corporation (NASDAQ:ON) traded at around $83 on October 7, down 4.40% on the day, though still 72.72% higher over twelve months.
Grail (GRAL) vs Guardant Health (GH): Which is a Better Stock to Buy?
GRAIL, Inc. (NASDAQ:GRAL) traded at around $133 on October 7, down 3.19% on the day, though still 93.00% higher over twelve months. Guardant Health, Inc.
DoorDash (DASH) Trails the Market by Wide Margin: Time to Buy the Dip?
DoorDash Inc. (NASDAQ:DASH) has been delivering strong topline growth, but the stock is still searching for a footing.
Astera Labs (ALAB) vs Tower Semiconductor (TSEM): Which is a Better Stock to Buy?
Astera Labs, Inc. (NASDAQ:ALAB) traded at around $382 on October 7, down 1.94% on the day, though still 72.91% higher over twelve months. Tower Semiconductor Ltd.
Lattice Semiconductor (LSCC) vs Microchip (MCHP): Which is a Better Stock to Buy?
Lattice Semiconductor Corporation (NASDAQ:LSCC) traded at around $131 on October 7, down 2.59% on the day, though still 82.53% higher over twelve months.
Jim Cramer Says Enterprise Products Partners (EPD) Is Weak Because of the 30-Year Yield
Enterprise Products Partners L.P. (NYSE:EPD) traded at around $37 on October 7, down 0.94% on the day and 17.69% higher over twelve months.
What is Banco Bradesco’s (BBD) Economic Moat, and is it Widening or Narrowing?
Banco Bradesco S.A. (NYSE:BBD) traded at around $4.34 on October 7, down 3.77% on the day, though still 41.38% higher over twelve months.
Church & Dwight (CHD): Is Faster Growth Earning an Adequate Return on Brand Spending?
Church & Dwight Co., Inc. (NYSE:CHD) is gaining sales in consumer categories where value and shelf visibility matter.
Can Pfizer (PFE) Turn a Forward P/E Discount into Real Returns?
Pfizer Inc. (NYSE:PFE) is up 11.4% year-to-date and leads to a classic value-versus-risk setup.
Advanced Micro Devices’ (AMD) Premium Valuation Puts Execution Under the Microscope
Advanced Micro Devices Inc. (NASDAQ:AMD) was trading slightly above $632 during mid-day on October 8.
Can Seagate’s (STX) AI-Driven Growth Justify Its Sky-High Expectations?
The impressive rally for Seagate Technology Holdings plc (NASDAQ:STX) carries substantial support from the business fundamentals.
Does UnitedHealth (UNH) Present a Case for Patience in a Margin-Repair Story?
The investment case for UnitedHealth Group Inc.
Can WAM-V Platform Unlock Growth for Ocean Power Technologies (OPTT)?
The recent WAM-V 8 platform demonstration showcases operational resilience of the system, designed by Ocean Power Technologies Inc. (NYSEAMERICAN:OPTT).
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Can Tower Semiconductor (TSEM) Ride the AI Optical Interconnect Wave?
Tower Semiconductor Ltd.’s (NASDAQ:TSEM) latest collaboration with NewPhotonics is a major step toward 6.4T applications, creating potential opportunities for higher-volume ...
Rambus (RMBS): Capitalizing on Data Center Infrastructure Expansion
Jacob Funds, a mutual fund company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
A. O. Smith (AOS) is Restructuring Water Treatment. Can It Earn Better Returns Beyond Water Heaters?
A. O. Smith Corporation (NYSE:AOS) has a dependable replacement water-heater business.
Pentair (PNR) Looks Cheap. Is Its Pool Slump an Inventory Reset or Lost Pricing Power?
Pentair plc (NYSE:PNR) faces a sharp divide between equipment shipments and the demand created by pools already in use.
Jacob Funds’ Q3 2026 Investor Letter
Jacob Funds, a mutual fund company, released its third-quarter 2026 investor letter.
Broad Commercial Aerospace Aftermarket Sell-Off Weighs on GE Aerospace (GE)
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
TransDigm Group (TDG): Fundamental Resilience Outweighs Short-Term Aftermarket Sell-Off
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
How Proprietary Silicon and Privacy Anchor Apple’s (AAPL) Edge AI Leadership
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
Applied Energetics Next-Generation Laser Architecture Delivers Dramatic Beam Quality Improvements and Enhanced Power, Advancing Longer-Range Counter-Drone Capabilities and Paving the Way for Backpackable Directed Energy Systems
Major Performance Improvements Unlock New Levels of Power, Precision and Portability TUCSON, AZ - Applied Energetics, Inc.
Evolution Metals & Technologies Corp. Raises Fiscal 2026 Revenue Guidance 62% at Midpoint to $10–$11 Million and Reaffirms $400–$460 Million Fiscal 2027 Outlook
Miami, Florida, October 9th, 2026, FinanceWire Delivery of thirteen additional ULVAC sintered magnet production machines scheduled for delivery in October are expected to expand...
Mar Vista’s U.S. Quality Strategy’s Q3 2026 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
Jim Cramer Answers Doubts About ING With Another Bank to Consider
During the October 5 lightning round of Mad Money, a caller asked whether ING Groep N.V. (NYSE:ING) had “run out of gas.” Jim Cramer responded: No, no, ING is good.
Mettler-Toledo (MTD): AI-Driven Pharma R&D Productivity Catalyzes Growth
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2026 investor letter.
Hedge Funds Think Colgate-Palmolive Is One of the Best Dividend King Stocks To Buy
Colgate-Palmolive Company (NYSE:CL) is a type of business that does not often have to persuade customers to buy its products since people will brush their teeth, clean their homes...
AI & Data Center Spending Concerns Weighed on GE Vernova (GEV)
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2026 investor letter.
StandardAero (SARO) Positioned to Benefit from Long-Term Growth in Aerospace Aftermarket Demand
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2026 investor letter.
Mar Vista’s U.S. Quality Premier Strategy’s Q3 2026 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2026 investor letter.
Datadog (DDOG): Capitalizing on AI-Native Adoption and Cloud Observability Demand
Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Check Point Has $4.2 Billion in Liquidity. How Much Came From the Business?
Check Point Software Technologies Ltd. (NASDAQ:CHKP) ended June with $4.203 billion of cash, securities and deposits.
Comfort Systems Generated $1.5 Billion of Cash. How Much Is Already Spoken For?
Comfort Systems USA, Inc. (NYSE:FIX) generated $1.528 billion of operating cash flow in the first half of 2026.
Hedge Fund Resource Center
