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.
Insider Monkey Blog
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.
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).
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.
AvePoint’s ARR Grew 27%. Why Didn’t Its Adjusted Margin Follow?
AvePoint, Inc. (NASDAQ:AVPT) is expanding quickly, but shareholders are receiving mixed profitability signals.
A10 Networks’ Adjusted Profit Is Twice Its GAAP Profit. What Should Investors Count?
A10 Networks, Inc. (NYSE:ATEN) reported $18.7 million of adjusted second-quarter net income, compared with $8.9 million under GAAP.
Monolithic Power’s Margin Jump Came Below Gross Profit. Why That Matters for the Next Downturn
Monolithic Power Systems, Inc. (NASDAQ:MPWR) lifted its second-quarter operating margin to 31% from 24.8%, while gross margin barely changed.
The Trade Desk (TTD): Exited Due to Structural Revenue Deceleration
Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Vision Capital Fund’s Q3 2026 Investor Letter
Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter.
The Margin Expansion Thesis for FedEx Freight Holding Company (FDXF)
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
Valuing Constellation Energy (CEG): Do Long-Term Power Contracts Justify the Premium?
Constellation Energy (NASDAQ:CEG) has landed two 20-year contracts with tech giants in about a week.
AbbVie (ABBV) Outgrew Humira’s Collapse. Is its Forward P/E Fair for What Comes Next?
Humira, the drug that built AbbVie (NYSE:ABBV), sold $756 million last quarter, down 35.9%. And yet total revenue still climbed 10.2% to $16.99 billion.
IBM (IBM) Saw Mainframes Fall 42%. Is That Already Priced In at 18 Times Earnings?
Two halves of the same company just moved in opposite directions.
Novo Nordisk (NVO) Raised Its Outlook, Then Aimed for Average Growth
Novo Nordisk (NYSE:NVO) did something this year that usually pleases investors: it raised its full-year outlook.
Can Advanced Micro Devices’ (AMD) Helios Racks Justify its Forward P/E?
Data Center revenue at Advanced Micro Devices (NASDAQ:AMD) more than doubled in fiscal Q2 2026, up 107% to $6.7 billion.
Solid Results and Robust Trading Activity Strengthen Intercontinental Exchange (ICE)
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
Clearbridge Investments Value Strategy’s Q3 2026 Investor Letter
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”.
Kinder Morgan (KMI): High-Yield Energy Infrastructure Backed by Gas Demand
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Dividend Strategy”. The letter can be downloaded here.
T-Mobile (TMUS): Expanding Market Share with Industry-Leading Cost Efficiency
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Dividend Strategy”. The letter can be downloaded here.
Clearbridge Investments Dividend Strategy’s Q3 2026 Investor Letter
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Dividend Strategy”.
PTC (PTC) vs Autodesk (ADSK): Which is a Better Stock to Buy?
PTC Inc. (NASDAQ:PTC) traded at around $194 on October 7, little changed on the day and 4.32% lower over twelve months. Autodesk, Inc.
What is Marvell’s (MRVL) Economic Moat, and is it Widening or Narrowing?
Marvell Technology, Inc. (NASDAQ:MRVL) traded at around $285 on October 7, down 0.81% on the day, though still 216.51% higher over twelve months.
What is Constellation Energy’s (CEG) Economic Moat, and is it Widening or Narrowing?
Constellation Energy Corporation (NASDAQ:CEG) traded at around $300 on October 7, down 0.27% on the day and 21.61% lower over twelve months.
Jim Cramer Says Cerebras (CBRS) Is a Good Company and Too Expensive a Stock
Cerebras Systems Inc. (NASDAQ:CBRS) traded at around $175 on October 7, down 1.16% on the day and below the $185 price of its May initial public offering.
What is Illumina’s (ILMN) Economic Moat, and is it Widening or Narrowing?
Illumina, Inc. (NASDAQ:ILMN) traded at around $268 on October 7, down 2.11% on the day, though still 183.61% higher over twelve months.
Jim Cramer Says ON Semiconductor (ON) is the Laggard Semi That Can Play Catch Up
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.
Moderna (MRNA) Was Removed From the Nasdaq-100 and Is Going Back In. What Changed?
Moderna, Inc. (NASDAQ:MRNA) traded at around $196 on October 7, up 4.81% on the day and 571.42% higher over twelve months.
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