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.
Insider Monkey Blog
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.
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.
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).
Visa vs. Mastercard: Does a 241% Return on Equity Make Mastercard the Better Buy?
Mastercard Incorporated (NYSE:MA) reports a much higher return on equity than Visa Inc. (NYSE:V). At October 5, trailing figures were about 241% and 61%, respectively.
Argan vs. MYR Group: Which Power-Buildout Stock Offers Better Value?
Electricity demand creates work at both ends of the infrastructure chain. Argan, Inc. (NYSE:AGX) builds power-generation projects, while MYR Group Inc.
Vistra vs. Talen: Which AI Power Stock Has the Stronger Cash-Flow Case?
AI data centers need dependable electricity, and Vistra Corp. (NYSE:VST) and Talen Energy Corporation (NASDAQ:TLN) offer two ways to own the plants supplying it.
What is Prologis’s (PLD) Economic Moat, and is it Widening or Narrowing?
Prologis, Inc. (NYSE:PLD) traded at around $129 on October 6, up 1.05% on the day and 10.44% higher over twelve months.
What is American Tower’s (AMT) Economic Moat, and is it Widening or Narrowing?
American Tower Corporation (NYSE:AMT) traded at around $165 on October 6, within five dollars of its 52-week low of $160.06.
What is IBM’s (IBM) Economic Moat, and is it Widening or Narrowing?
International Business Machines Corporation (NYSE:IBM) closed at around $221 on October 6, down more than 23% over the last 52 weeks.
What is Fastenal’s (FAST) Economic Moat, and is it Widening or Narrowing?
Fastenal Company (NASDAQ:FAST) traded at around $51 on October 6 and is 6.83% higher over twelve months.
Petrobras (PBR) vs Vale (VALE): Which is a Better Stock to Buy?
Petroleo Brasileiro S.A. - Petrobras (NYSE:PBR) traded at around $24 on October 6, up 96.58% over twelve months and close to its 52-week high of $24.76. Vale S.A.
What is Comcast’s (CMCSA) Economic Moat, and is it Widening or Narrowing?
Comcast Corporation (NASDAQ:CMCSA) traded at around $22 on October 6, down 24.79% over twelve months.
What is Waste Management’s (WM) Economic Moat, and is it Widening or Narrowing?
Waste Management, Inc. (NYSE:WM) was trading at around $206 on October 5, up 0.71% on the day but down 6.08% over twelve months.
AbbVie (ABBV) Pays Out More Than It Earns. How Long Can That Hold?
AbbVie Inc. (NYSE:ABBV) was trading at around $263 on October 5, up 14.18% over twelve months. Its payout ratio is 190.40%.
Morgan Stanley Made Wells Fargo (WFC) a Top Pick With a $102 Target. The Stock Is Flat Over a Year
Wells Fargo & Company (NYSE:WFC) was upgraded by Morgan Stanley to Overweight from Equal-Weight on October 5, with a $102 price target and a place on the firm's Top Pick list.
Jim Cramer Prefers Dell (DELL) But Calls HPE the Cheaper Stock. Here is the Gap
Dell Technologies Inc.
AMD (AMD) Could Issue 320 Million Shares at a Penny. Here is What Has to Happen First
Advanced Micro Devices, Inc.
Stryker (SYK) vs Boston Scientific (BSX): Which is a Better Stock to Buy?
Stryker Corporation (NYSE:SYK) traded at around $280 on October 6, 22.75% lower over twelve months.
Seagate’s (STX) CEO Sold $17.4 Million the Day Before the Toshiba Drop. The Stock Is Falling Again
Seagate Technology Holdings plc (NASDAQ:STX) traded at around $809 on October 6, down 7.44% on the day, though still 294.24% higher over twelve months.
Is Nvidia’s (NVDA) Free Cash Flow Keeping Pace With Its Reported Earnings?
NVIDIA Corporation (NASDAQ:NVDA) was trading at around $238 on October 5, up 1.66% on the day and within a few cents of its 52-week high.
Boeing (BA) Has Negative EBITDA and Positive Net Income. Which One Is Real?
The Boeing Company (NYSE:BA) was trading at around $193 on October 5, down 11.91% over twelve months. Boeing reported net income of $2.09 billion over the past twelve months.
Is Netflix’s (NFLX) Free Cash Flow Keeping Pace With Its Reported Earnings?
Netflix, Inc. (NASDAQ:NFLX) was trading at around $67 on October 5, down 42.35% over twelve months and close to its 52-week low of $65.08.
Lockheed Martin Corporation (LMT) Is Cheap and Lagging. Should Investors Buy the Dip?
Lockheed Martin Corporation (NYSE:LMT) has been a disappointing performer this year, returning a mere 4.51% year-to-date as of the close on October 1, versus 11.99% for the S&...
The Overlooked Winner From Google’s Free AI Video Move: Micron
As of September 23, AI video creation in Vids no longer costs anything for Google and Workspace users.
Jim Cramer Says the Chip Shortage “Can’t Be Solved” Without KLAC
While reviewing the Nasdaq 100’s third-quarter laggards on the October 1 episode of Mad Money, Jim Cramer singled out KLA Corporation (NASDAQ:KLAC) as a stock he would buy.
Jim Cramer Backs CrowdStrike as Cybersecurity Demand Grows
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the Nasdaq 100 winners Jim Cramer highlighted during Mad Money on October 1.
Jim Cramer Sticks to His Wait-a-Quarter Rule on IBM
International Business Machines Corporation (NYSE:IBM) came up during Jim Cramer’s October 1 review of the Dow Jones Industrial Average’s third-quarter performance.
Jim Cramer Sees Little Relief for Home Depot (HD) Until Rates Fall
While discussing the Dow Jones Industrial Average’s third-quarter laggards on October 1, Jim Cramer addressed The Home Depot, Inc. (NYSE:HD).
Jim Cramer Sees a Possible Buying Opportunity in Caterpillar (CAT) After Its Pullback
During the October 1 episode of Mad Money, Jim Cramer discussed Caterpillar Inc. (NYSE:CAT) while reviewing the Dow Jones Industrial Average’s third-quarter losers.
Powerfleet vs. Roadzen: Is Faster Growth Worth Paying Twice the Sales Multiple?
Roadzen is growing faster than Powerfleet, but its shareholders face a less comfortable question than the revenue headline suggests: how long can the balance sheet fund that growth...
Hilton (HLT) Has Negative Shareholder Equity. Here is What You Are Buying
Hilton Worldwide Holdings Inc. (NYSE:HLT) was trading at around $318 on October 5, up 22.75% over twelve months.
Is Pfizer (PFE) a Good or Bad Investment at Today’s Price?
Pfizer Inc. (NYSE:PFE) was trading at around $27 on October 5, down 1.35% on the day and up 5.18% over twelve months. The shares yield 6.19%.
McDonald’s (MCD) Has Negative Shareholder Equity. Here is Why That Is Deliberate
McDonald's Corporation (NYSE:MCD) was trading at around $232 on October 5, down 21.67% over twelve months and close to its 52-week low of $229.20.
Williams (WMB) vs Kinder Morgan (KMI): Which is a Better Stock to Buy?
The Williams Companies, Inc. (NYSE:WMB) was trading at around $71 on October 5, and Kinder Morgan, Inc. (NYSE:KMI) at around $32.
McKesson (MCK) Earns 1.12% on Sales and Has No Equity Left. How Does That Work?
McKesson Corporation (NYSE:MCK) was trading at around $916 on October 5, up 1.53% on the day and 21.72% over twelve months.
Jim Cramer Finds More Than a Stock Price Gap Between PepsiCo (PEP) and Coca-Cola (KO)
During the October 2 episode of Mad Money, Jim Cramer discussed the widening gap between PepsiCo, Inc.
Option Care Health (OPCH) Rockets as CD&R, McKesson Table 37% Premium Bid
Option Care Health Inc.
10 Best AI Stocks to Buy According to Billionaire Ken Fisher
Billionaire Ken Fisher is the founder and executive chairman of Fisher Investments, a closely held money manager.
Jim Cramer Says This Company Faces a Test With Little Room for Error
During the October 2 episode of Mad Money, Jim Cramer discussed Levi Strauss & Co.
Delta’s (DAL) Amazon Decision Sends Jim Cramer’s Attention Back to SpaceX (SPCX)
During the October 2 episode of Mad Money, Jim Cramer connected Delta Air Lines, Inc. (NYSE:DAL) with Space Exploration Technologies Corp.
Why Do Investors Like Alphabet (GOOG, GOOGL) Despite AI Search Threats?
Alphabet (NASDAQ:GOOG) owns the place where most people start a search, and it is adding AI to that product without losing users.
Royce Small Cap Fund’s Q3 2026 Investor Letter
Royce & Associates, LLC (operating as Royce Investment Partners) recently released its "Small Cap Fund" third-quarter 2026 investor letter.
Chevron (CVX) Is Up 35% This Year. Can Its Exploration Push Keep the Rally Going?
Following a 5-year period of soft spending on its conventional exploration and appraisal, Chevron Corp.
Is Amazon (AMZN) a Good AI Stock to Buy for Long-Term Investors?
Amazon's valuation has become a topic of discussion as the stock lags other major AI names.
ZenaTech Advances ZenaDrone 2000 Heavy-Lift Interceptor Toward Flight Testing for Counter-UAS and Maritime Defense
Vancouver, British Columbia, October 6th, 2026, FinanceWire Gasoline-powered platform designed for more than four hours of hover endurance advances through prototype assembly, ...
Should Investors Buy the Dip in AeroVironment (AVAV) or Wait for Profitability?
Despite a lackluster performance by the underlying stock, AeroVironment Inc.
Thermo Fisher Scientific (TMO): Strong Q3 Guidance and Broadening Demand Support Multi-Year Outlook
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
Is Seagate (STX) a Buy After Recent Declines?
Seagate Technology Holdings plc (NASDAQ:STX) is down about 6% over the past five days.
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