HSBC’s Synopsys Upgrade Bets on a Business Model Shift. Can It Justify $700?
HSBC upgraded Synopsys Inc.
Insider Monkey Blog
Applied Materials vs. KLA: Does Faster Growth Beat the Cheaper Cash-Flow Price?
Applied Materials, Inc. (NASDAQ:AMAT) and KLA Corporation (NASDAQ:KLAC) sell different tools into semiconductor factories.
Deere (DE) vs CNH (CNH): Is Deere’s Tech Advantage Worth Paying For?
Deere & Company (NYSE:DE) has declined by around 1.5%, while CNH Industrial N.V. (NYSE:CNH) has gained slightly by 2% over the last six months.
Paychex (PAYX) vs ADP (ADP): Which Payment Giant Has a Wider Moat?
Paychex, Inc. (NASDAQ:PAYX) and Automatic Data Processing, Inc.
CME (CME) vs ICE (ICE): Which Exchange Has a Stronger Moat?
CME Group Inc. (NASDAQ:CME) and Intercontinental Exchange, Inc.
Has Fair Isaac (FICO)’s Vaunted Moat Narrowed?
Fair Isaac Corporation (NYSE:FICO) has declined by over 34% since the end of March, compared to gains of over 42% by the Insider Monkey Billionaire Index.
Zscaler Stock Is Priced for Success. Can Its AI Growth Deliver?
Zscaler Inc. (NASDAQ:ZS) reaffirmed its first-quarter and fiscal 2027 guidance at its investor day, sending shares 5% higher.
Palo Alto vs. Fortinet: Is the Broader Security Platform Worth an 81x Cash-Flow Price?
Palo Alto Networks, Inc. (NASDAQ:PANW) and Fortinet, Inc.
Is the Market Underestimating Amazon’s (AMZN) Moat?
Amazon.com, Inc. (NASDAQ:AMZN) has one of the strangest moats in the stock market because it is not really one moat.
Apple Is Speeding Up. Siri Isn’t.
Just over a month into the job, new Apple Inc. (NASDAQ:AAPL) CEO John Ternus is shaking things up.
Jim Cramer On GE Vernova (GEV) & Vertiv (VRT): Two Stocks To Buy Due To The Jobs
GE Vernova Inc. (NYSE:GEV) and Vertiv Holdings Co (NYSE:VRT) made it on Jim Cramer's radar on October 2nd due to their exposure to the data center industry.
Jim Cramer On TJX Companies (NYSE:TJX): I Bought It But Didn’t Want To Hype My Position
The TJX Companies, Inc. (NYSE:TJX) and Ross Stores, Inc. (NASDAQ:ROST) are two stocks that Jim Cramer regularly discusses together.
Jim Cramer Said It Was “Suddenly” A Market For Walmart (WMT) But Made A Big Prediction For Target (TGT)
Cramer has frequently discussed Walmart Inc. (NASDAQ:WMT) and Target Corporation (NYSE:TGT) in a group over the past month or so.
Jim Cramer Said NVIDIA’s Shares Were Due For A Gut Check Following Morgan Stanley’s Coverage
Nvidia Corporation (NASDAQ:NVDA) and Amazon.com, Inc.
Jim Cramer On SpaceX (SPCX): Buy Tesla (TSLA) If You Like It As An Earnings Explosion Might Be Coming
Since its IPO earlier this year, Space Exploration Technologies Corp. (NASDAQ:SPCX)'s shares are up by a modest 4% over their first day's closing price.
Eaton (NYSE:ETN) and Nucor (NYSE:NUE): Jim Cramer Likes Both But One Might Be A Hidden Data Center Stock
While Eaton Corporation plc (NYSE:ETN) and Nucor Corporation (NYSE:NUE) operate in different industries, for Cramer, it's all about the data center.
Coca-Cola (NYSE:KO) & Johnson & Johson (NYSE:JNJ): Buy Them For The Dividends, Says Jim Cramer
Coca-Cola (NYSE:KO) and Johnson & Johnson (NYSE:JNJ), while operating in completely different industries, factored into the discussion in Cramer's October 2nd morning appearance...
Seagate & Western Digital: Jim Cramer Said They Haven’t Added Capacity But The Firms Might Have A Clever Strategy
Computer storage product manufacturers Seagate Technology Holdings plc (NASDAQ:STX) and Western Digital Corporation (NASDAQ:WDC) are among the top performers on the market.
Micron (MU) Is A Stock Jim Cramer Thinks Could Go From ~$1,000 To ~$2,000 Per Share
Micron Technology Inc.’s (NASDAQ:MU) and SK Hynix Inc.
Is Airbnb’s (ABNB) Growth Worth Paying More Than Twice as Much as Its Peers?
Airbnb, Inc. (NASDAQ:ABNB) is becoming harder to value as a traditional travel company.
Could an FDA Nod for MR-141 Give Viatris (VTRS) and Opus Genetics (IRD) a Presbyopia Payoff?
Viatris Inc. (NASDAQ:VTRS) and Opus Genetics, Inc. (NASDAQ:IRD) are waiting on the same decision.
Starbucks (SBUX) and Chipotle (CMG): Could a Potential Takeover Backfire?
Starbucks Corporation (NASDAQ:SBUX) is reportedly exploring a takeover of Chipotle Mexican Grill, Inc.
McKesson (MCK) Joins $5.8 Billion Option Care Health (OPCH) Acquisition. Is the Valuation Justified?
McKesson Corporation (NYSE:MCK) is expanding its specialty healthcare operations through a $5.8 billion acquisition (including debt) of Option Care Health, Inc.
UPDATE: First Majestic Reports Q3 2026 Production Results, Announces Q3 Conference Call Details and Renewal of Share Repurchase Program
Vancouver, British Columbia, October 9th, 2026, FinanceWire First Majestic Silver Corp.
10 Best ARK Stocks to Buy Right Now
In this article, we will take a look at the 10 Best ARK Stocks to Buy Right Now.
Jim Cramer Explains How He Would Approach Waste Management (WM) Here
During the October 6 episode of Mad Money, a caller asked whether Waste Management, Inc. (NYSE:WM) offered an opportunity to add to a long-term position around $200.
Jim Cramer Weighs This Stock Against a Defense Sector He No Longer Favors
During the October 6 episode of Mad Money, a caller asked about AEVEX Corp.
Jim Cramer Likes This Stock but Has a Problem With the Price
When a caller asked about Astera Labs, Inc.
Jim Cramer Has a Clear Pecking Order for These Three Chip-Equipment Stocks
Answering a caller’s question about KLA Corporation (NASDAQ:KLAC) during the October 5 episode of Mad Money, Jim Cramer explained how he ranked three major chip-equipment companies...
Jim Cramer Says HPE (HPE) Has Finally Turned a Corner—Can Its Rally Continue?
Jim Cramer revisited Hewlett Packard Enterprise Company (NYSE:HPE) on Mad Money, explaining why its improving profitability and networking business had renewed his interest.
Has Lululemon (LULU) Lost its Mojo?
lululemon athletica inc. (NASDAQ:LULU) has plunged by over 36% over the last six months, compared to a gain of over 42% by the Insider Monkey Billionaire Index.
Marvell (MRVL) Is Aiming for $90B in Sales. Why Does It Trade Under 24 Times Earnings?
Marvell Technology (NASDAQ:MRVL) spent part of this week laying out a plan to become a far bigger company.
Sandisk (SNDK) Posted an 84.6% Margin Quarter. Is its P/E a Bargain or a Peak?
A while ago, Sandisk (NASDAQ:SNDK) turned in the kind of quarter most chip companies only see in investor-day slide decks.
Seagate’s Dividend Has a Large Cash Cushion. Does It Offer Much Income?
Seagate Technology Holdings plc (NASDAQ:STX) generated $3.1 billion of free cash flow in fiscal 2026.
Taiwan Semiconductor (TSM) Grew Profits 77.4%. Is Its Premium Valuation Justified?
A while ago, Taiwan Semiconductor Manufacturing (NYSE:TSM) posted the kind of quarter that makes a chipmaker look almost unfair.
Meta’s (META) Sales Jumped 28% While Free Cash Flow Shrank. Can Muse Close the Gap?
Meta Platforms' (NASDAQ:META) revenue grew 28% in fiscal Q2 2026, to $60.80 billion.
Here are the Compelling Reasons to Add Alphabet (GOOGL)
Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
IBM Consulting Grew Profit 15% on Nearly Flat Sales. Can That Continue?
International Business Machines Corporation (NYSE:IBM) produced a useful surprise inside its consulting business: second-quarter segment profit rose 15.1%, although revenue increased...
AMD vs. Broadcom: How Much Faster Must AMD’s Cash Flow Grow to Earn Its Premium?
Advanced Micro Devices, Inc. (NASDAQ:AMD) and Broadcom Inc.
ServiceNow vs. Palantir: Can Faster AI Growth Justify Paying More Than Four Times as Much for Cash Flow?
ServiceNow, Inc. (NYSE:NOW) and Palantir Technologies Inc. (NASDAQ:PLTR) sell different routes to enterprise automation.
Netflix’s $2.8 Billion Windfall Complicates Its Cash-Flow Story
Netflix, Inc. (NASDAQ:NFLX) received a $2.8 billion termination fee in the first quarter of 2026.
ASML’s Installed-Base Revenue Is Growing. How Recurring Is It?
ASML Holding N.V. (NASDAQ:ASML) generated EUR2.762 billion of installed-base management revenue in the second quarter, up from EUR2.488 billion in the first.
Cisco’s Product Sales Surged. Why Were Services Almost Flat?
Cisco Systems, Inc. (NASDAQ:CSCO) delivered strong fiscal fourth-quarter growth, but the mix deserves attention.
Oracle (ORCL): Exiting Position as Share Surge Narrows Margin of Safety
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2026 investor letter.
Space Exploration Technologies (SPCX) Is Taking on Telecom Giants. Can Its Earnings Catch Up With a $2.2 Trillion Valuation?
Space Exploration Technologies Corp.
Jim Cramer Takes a Fresh Look at Sprouts (SFM) After Its Slide
Starting the lightning round on October 1, when a caller asked about Sprouts Farmers Market, Inc.
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.
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...
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