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Insider Monkey Blog

NextEra Energy (NEE) Is Cheaper Than Its Past. Is the Wait Worth It?

Few growth stories come with a regulator’s calendar attached. NextEra Energy (NYSE:NEE) has one.

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October 13 - Hedge Funds, News

Is Southern Company’s 3.5% Dividend Yield Worth the Price?

The Southern Company (NYSE:SO) runs regulated electric utilities and natural gas distribution businesses, mainly in the southeastern part of the United States.

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October 13 - Dividend Stocks, Hedge Funds, News

Nebius (NBIS) Has Pricing Power. Its Earnings Don’t Show It Yet.

Cloud companies don’t usually raise prices. Competition in renting out computing power tends to push the other way, with each new chip generation cheapening the last.

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October 13 - Hedge Funds, News

Rivian (RIVN) vs. Lucid (LCID): Which EV Stock Has a Better Chance of Making It?

Rivian Automotive, Inc. (NASDAQ:RIVN) and Lucid Group, Inc.

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October 13 - Hedge Funds, News

Snowflake (SNOW) Has a Moat. Is It Strong Enough to Justify its Lofty Valuation?

Snowflake Inc.

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October 13 - Hedge Funds, News

Atlassian (TEAM): Can AI Deliver Enough to Justify Its Valuation?

Atlassian Corporation (NASDAQ:TEAM) closed at $207.75 on October 12.

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October 13 - Hedge Funds, News

Uber (UBER) vs. DoorDash (DASH): Is Faster Growth Worth Paying More For?

Uber Technologies, Inc. (NYSE:UBER) and DoorDash, Inc.

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October 13 - Hedge Funds, News

Axsome Therapeutics (AXSM) vs. Neurocrine Biosciences (NBIX): Is Faster Growth Worth Paying More For?

Axsome Therapeutics, Inc. (NASDAQ:AXSM) and Neurocrine Biosciences, Inc.

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October 13 - Hedge Funds, News

Merck (MRK) Reports a Negative Operating Margin and Pays Out 266% of Earnings. What Explains Both?

Merck & Co., Inc. (NYSE:MRK) closed at $145.45 on October 12.

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October 13 - Hedge Funds, News

Simon Property (SPG) Earns a 45% Higher Net Margin Compared to Operating Margin. Where Does the Extra Come From?

Simon Property Group, Inc. (NYSE:SPG) closed at $201.41 on October 12.

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October 13 - Hedge Funds, News

ePlanet Brokers Publishes H1 2026 Transparency Report and Highlights Best Broker 2026 Award

Dubai, UAE, October 7th, 2026, FinanceWire ePlanet Brokers has published its H1 2026 Transparency Report, providing operational data on withdrawals, deposits, KYC, trading execution...

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October 13 - Press Releases

STARTRADER Adds 48 US Stock CFDs with 24-Hour Weekday Trading

Port Louis, Mauritius, October 13th, 2026, FinanceWire Available From October 13, 2026, The New Symbols Span Ten Sectors And Are Tradable During Extended Weekday Hours.

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October 13 - Press Releases

Nvidia (NVDA) vs. Bumble (BMBL): How the AI Gold Rush is Blinding Investors to Real-Value Gems

The financial markets are currently gripped by a singular obsession: artificial intelligence.

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October 13 - News, Stock Analysis

iTrustCapital vs. BlockTrust: Algorithmic Crypto Trading Strategies Compared

In 2026, automated crypto trading strategies are becoming more accessible to everyday investors.

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October 13 - CEF Trading, News

Hedge Fund Investor Letters Q3 2026

In this article, we will share the hedge fund investor letters for the second quarter of 2026.

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October 13 - Hedge Fund Investor Letters, News

Ventas (VTR) Targets Up to 17% NOI Growth and Expands Acquisition Budget to $3 Billion

Guinness Global Investors recently released its "Global Real Assets Fund" August 2026 investor letter. A copy of the letter can be downloaded here.

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October 13 - Hedge Fund Investor Letters, News

American Electric Power (AEP) Secures Up to $3.26 Billion in Federal Funding to Modernize Texas Grid

Guinness Global Investors recently released its "Global Real Assets Fund" August 2026 investor letter. A copy of the letter can be downloaded here.

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October 13 - Hedge Fund Investor Letters, News

Prologis (PLD) Raises Offer for UK Warehouse Giant Segro: What Investors Should Know

Guinness Global Investors recently released its "Global Real Assets Fund" August 2026 investor letter. A copy of the letter can be downloaded here.

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October 13 - Hedge Fund Investor Letters, News

Welltower (WELL) Raises 2026 Outlook as Senior Housing NOI Growth Nears 19%

Guinness Global Investors recently released its "Global Real Assets Fund" August 2026 investor letter. A copy of the letter can be downloaded here.

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October 13 - Hedge Fund Investor Letters, News

Enbridge (ENB) Begins $4 Billion Pipeline Expansion to Boost Natural Gas Capacity

Guinness Global Investors recently released its "Global Real Assets Fund" August 2026 investor letter. A copy of the letter can be downloaded here.

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October 13 - Hedge Fund Investor Letters, News

Lamb Weston (LW) Raises Guidance, but Can Profits Catch Up?

On October 6, Lamb Weston Holdings, Inc.

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October 13 - Hedge Funds, News

Heartland Value Plus Fund’s Q3 2026 Investor Letter

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Plus Fund”.

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October 13 - Hedge Fund Investor Letters, News

Guinness Sustainable Energy Fund’s Q3 2026 Investor Letter

Guinness Global Investors recently released its "Guinness Sustainable Energy Fund" Q3 2026 investor letter.

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October 13 - Hedge Fund Investor Letters, News

Liontrust GF European Strategic Equity Fund’s Q3 2026 Investor Letter

Liontrust Investment Partners recently released its "GF European Strategic Equity Fund" Q3 2026 investor letter.

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October 13 - Hedge Fund Investor Letters, News

Integer Holdings (ITGR): Patience Rewarded as KKR Buyout Delivers 70%+ Premium

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Fund”. The letter can be downloaded here.

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October 13 - Hedge Fund Investor Letters, News

Tesla Trades at 219x Earnings. Here’s Why I’m Not Buying the Bet on Its Future.

As of October 12, Tesla Inc. (NASDAQ:TSLA) shares have climbed about 3% over the past five days.

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October 13 - Hedge Funds, News

BofA Turns Bearish on Nike: What’s Behind the Downgrade?

NIKE, Inc.

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October 13 - Hedge Funds, News

Heartland Value Fund’s Q3 2026 Investor Letter

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Fund”.

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October 13 - Hedge Fund Investor Letters, News

Intuit’s (INTU) Strong FY26 Beat Offset by Cautious Guidance

Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.

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October 13 - Hedge Fund Investor Letters, News

SAP SE (SAP) Rebounded Strongly Following Strong Q2 Results

Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.

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October 13 - Hedge Fund Investor Letters, News

Biotech and Pharma Rebound Strengthen Thermo’s (TMO) Organic Growth

Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.

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October 13 - Hedge Fund Investor Letters, News

Can Muse AI Really Help Meta (META) Stock?

Meta Platforms, Inc.

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October 13 - News, Stock Analysis

Regulatory Tussle Masks Fair Isaac Corp’s (FICO) Record Quarter

Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.

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October 13 - Hedge Fund Investor Letters, News

Lindsell Train Global Equity Fund’s Q3 2026 Investor Letter

Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.

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October 13 - Hedge Fund Investor Letters, News

Claude AI Portfolio’s Best-Performing Stock Pick: Alphabet (GOOG)

Alphabet Inc.

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October 13 - Hedge Funds, News

Nvidia (NVDA) Was Among Claude AI’s Top Picks This Year. Can The Stock Keep Rising?

While Nvidia Corporation (NASDAQ:NVDA) is one of the best-performing stock picks of Claude AI this year, ranking #2 on our list of the 8 best-performing stock picks by Claude ...

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October 13 - News, Stock Analysis

Bentley Systems (BSY): Overlooked Vertical Software Leader Positioned for AI Acceleration

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”.

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October 13 - Hedge Fund Investor Letters, News

Caterpillar (CAT) and Deere (DE) Slide as Treasury Yields Surge. Why Valuations Matter

On October 7, Caterpillar Inc.

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October 13 - News

Watsco (WSO): Temporary Industry Lull Overshadows Digitization Advantage

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”.

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October 13 - Hedge Fund Investor Letters, News

Claude, Bill Ackman and Trump’s Common Stock Pick: Visa (V)

Visa Inc. (NYSE:V) hit an all-time high on Monday after eight straight winning sessions, its longest streak since 2023.

Keep Reading →

October 13 - News, Stock Analysis

Claude Was Right About Microsoft (MSFT): Can The Stock Keep Rising?

Microsoft Corporation (NASDAQ:MSFT) is in the news after the company unveiled Maia 300, its third-generation AI chip, which it says will become the main system for running AI ...

Keep Reading →

October 13 - News

MarketAxess (MKTX): From Q2 Detractor to Buyout Target at $167 per Share

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”.

Keep Reading →

October 13 - Hedge Fund Investor Letters, News

ServiceNow’s Growth Is Intact But Investors Are Paying Less for It, Here’s Why

ServiceNow (NYSE:NOW) grew total revenue 24% in its fiscal second quarter of 2026.

Keep Reading →

October 13 - Hedge Funds, News

Heartland Mid Cap Value Fund’s Q3 2026 Investor Letter

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”.

Keep Reading →

October 13 - Hedge Fund Investor Letters, News

Nu Holdings (NU) Now Earns $1B a Quarter. Is the Premium Earned?

Nu Holdings (NYSE:NU) crossed a line in the second quarter of 2026 that few digital lenders ever reach: $1.1 billion in quarterly net income, up 49% from a year earlier on a currency...

Keep Reading →

October 13 - Hedge Funds, News

GE Aerospace (GE): Can an $11.75B Foundry Deal Defend Its Premium?

Most companies go shopping when growth starts to fade. GE Aerospace (NYSE:GE) went shopping with revenue still climbing more than 20%.

Keep Reading →

October 13 - Hedge Funds, News

Chevron Corporation (CVX) Gains Momentum from Venezuelan Ventures and Americas Growth

Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”. The letter can be downloaded here.

Keep Reading →

October 13 - Hedge Fund Investor Letters, News

Short-Term Gas Price Weakness Overshadows DT Midstream’s (DTM) Long-Term Power & LNG Upside

Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”. The letter can be downloaded here.

Keep Reading →

October 13 - Hedge Fund Investor Letters, News

Chevron (CVX) Is Cleaning House Before the Earnings Peak Fades

Earlier this month, Chevron (NYSE:CVX) agreed to take a one-time loss of roughly $3 billion to $4 billion.

Keep Reading →

October 13 - Hedge Funds, News

GE Vernova (GEV): A $176B Backlog Meets a 66x Price Tag

Most industrial companies would celebrate a quarter where orders nearly double.

Keep Reading →

October 13 - Hedge Funds, News

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Top 10 Medical AI Companies to Buy According to Analysts

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10 Best Bank Stocks to Buy According to Billionaires

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10 Best Mortgage Finance Stocks To Buy According to Billionaires

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10 Best Chinese Stocks to Buy According to Hedge Funds

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10 Best Aluminum Stocks To Buy According to Billionaires

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20 Best Performing Stocks Over the Last 20 Years

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10 Best Growth Stocks to Buy Now According to Billionaires

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10 Best AI Energy Stocks to Buy in 2026

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10 Best AI Stocks to Buy Before They Explode

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10 Best Cloud Computing Stocks to Buy According to Billionaires

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What Is a SPAC? 10 Best SPACs to Invest In

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10 Fastest-Growing Grid Construction Stocks to Buy Now

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10 Best Uranium Stocks to Buy for the AI and Electrification Boom

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11 Overlooked AI Stocks to Buy Right Now

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10 High Beta Stocks With Strong Revenue Growth

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10 Stocks With Low Debt and Strong Free Cash Flow

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10 Most Popular AI Penny Stocks Under $5 to Buy Now

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10 Stocks With New Strategic Partnerships Investors Should Watch

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11 AI Stocks That Will Go to the Moon

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Top 10 AI Stocks That Will Skyrocket

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12 Fastest Declining Economies in the World in 2026

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