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Insider Monkey Blog

S&P Global Partners With AWS to Deliver AI-Driven Market Insights

On December 1, S&P Global Inc.

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December 6 - News

Comcast (CMCSA) Moves to Merge NBCUniversal With Warner Bros. Discovery

According to a recent update, Comcast Corporation (NASDAQ:CMCSA) is planning to merge its NBCUniversal division with Warner Bros. Discovery.

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December 6 - News

CICC Initiates Linde (LIN) With Outperform as Earnings Hit New Highs

The company posted strong earnings for the third quarter of 2025, with revenues coming in at $8.6 billion, which showed a 3% growth from the same period last year.

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December 6 - News

Barclays Turns Cautious on American Tower (AMT) Amid EchoStar Risks

On December 1, Barclays analyst Brendan Lynch trimmed the firm’s rating on American Tower Corporation (NYSE:AMT) to Equal Weight and also lowered the price target to $200 from...

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December 6 - News

Stryker (SYK) Shows ‘Muscle’ at Investor Day, but Truist Stays Neutral

On November 14, Truist’s analyst Richard Newitter boosted the price target on Stryker Corporation (NYSE:SYK) to $400 from $392 and maintained a Hold rating on the stock.

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December 6 - News

Lowe’s (LOW) Holds Steady While Home Depot Stumbles, Stifel Says

On December 1, Stifel raised its price target on Lowe’s Companies, Inc. (NYSE:LOW) from $230 to $250, while maintaining a Hold rating on the stock.

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December 6 - News

Accenture Teams Up with OpenAI and Snowflake to Accelerate AI Adoption

On December 3, Accenture plc (NYSE:ACN) and Snowflake, the AI data cloud company, announced an expanded partnership aimed at accelerating generative AI adoption and improving ...

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December 6 - News

RBC Reduces Target (TGT) Valuation After In-Line Results and Updated Model

On November 20, RBC Capital’s Steven Shemesh lowered the firm’s price target for Target Corporation (NYSE:TGT) to $99 from $107 while keeping an Outperform rating.

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December 6 - News

Wells Fargo Sees Solid Outlook for MAA Despite Price Target Cut

Wells Fargo reduced its price target on Mid-America Apartment Communities, Inc. (NYSE:MAA) to $150 from $157 on November 26, but maintained an Overweight rating.

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December 6 - News

JPMorgan Reassesses Hormel (HRL) Outlook With Fresh Model Update

On December 5, Piper Sandler analyst Michael Lavery raised the firm’s price target on Hormel Foods Corporation (NYSE:HRL) to $26 from $25 and kept a Neutral rating.

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December 6 - News

Mizuho Sees Continued Upside for Essex Property Trust (ESS) Amid Solid Fundamentals

On November 24, Mizuho raised its price target on Essex Property Trust, Inc. (NYSE:ESS) to $284 from $275 and reaffirmed its Outperform rating.

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December 6 - News

Barclays Highlights Realty Income’s (O) Evolving Net-Lease Platform

On December 3, Barclays boosted its price target on Realty Income Corporation (NYSE:O) to $64 from $63 while keeping an Equal Weight rating.

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December 6 - News

BNP Paribas Exane Lowers Outlook on Kimberly-Clark (KMB) Ahead of 2026 Acquisition

On December 1, Kimberly-Clark Corporation (NASDAQ:KMB)’s price target was reduced by BNP Paribas Exane to $110 from $127. The firm reaffirmed a Neutral rating on the stock.

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December 6 - News

BMO Capital Lifts Amgen (AMGN) Price Target as MariTide Outlook Strengthens

On December 3, BMO Capital’s Evan Seigerman increased the firm’s price target on Amgen Inc. (NASDAQ:AMGN) to $372 from $335 and reiterated an Outperform rating.

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December 6 - News

JPMorgan Cites Cooling Upside Potential for MPLX in 2025

JPMorgan reduced its price target on MPLX LP (NYSE:MPLX) to Neutral from Overweight on December 1 and maintained a $57 price target.

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December 6 - News

10 Best-Performing Small-Cap Tech Stocks in the Past Three Years

Small-cap tech stocks have delivered respectable returns over the past three years, though they've significantly trailed their large-cap counterparts.

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December 6 - Hedge Funds, News

MoneyHero Limited Class A Ordinary Shares (NASDAQ:MNY) Q3 2025 Earnings Call Transcript

MoneyHero Limited Class A Ordinary Shares (NASDAQ:MNY) Q3 2025 Earnings Call Transcript December 5, 2025MoneyHero Limited Class A Ordinary Shares misses on earnings expectations...

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December 6 - News, Transcripts

Tuniu Corporation (NASDAQ:TOUR) Q3 2025 Earnings Call Transcript

Operator: Hello, and thank you for standing by for Tuniu's 2025 Third Quarter Earnings Conference Call. [Operator Instructions] Today's conference is being recorded.

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December 6 - News, Transcripts

Victoria’s Secret & Co. (NYSE:VSCO) Q3 2025 Earnings Call Transcript

Victoria's Secret & Co. (NYSE:VSCO) Q3 2025 Earnings Call Transcript December 5, 2025Victoria's Secret & Co. beats earnings expectations.

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December 6 - News, Transcripts

Samsara Inc. (NYSE:IOT) Q3 2026 Earnings Call Transcript

Mike Chang: Good afternoon, and welcome to Samsara's Third Quarter Fiscal 2026 Earnings Call.

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December 6 - News, Transcripts

KNOT Offshore Partners LP (NYSE:KNOP) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for joining us, and welcome to the KNOP Third Quarter 2025 Earnings Call.

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December 6 - News, Transcripts

Rubrik, Inc. (NYSE:RBRK) Q3 2026 Earnings Call Transcript

Operator: Good afternoon, ladies and gentlemen, and welcome to the Rubrik Third Quarter Fiscal Year 2026 Results Conference Call. [Operator Instructions].

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December 6 - News, Transcripts

Zumiez Inc. (NASDAQ:ZUMZ) Q3 2025 Earnings Call Transcript

Operator: Good afternoon, ladies and gentlemen. Welcome to the Zumiez, Inc. Third Quarter Fiscal 2025 Earnings Conference Call.

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December 6 - News, Transcripts

IDT Corporation (NYSE:IDT) Q1 2026 Earnings Call Transcript

Operator: Good evening. Welcome to the IDT Corporation's First Quarter Fiscal Year 2026 Earnings Conference Call.

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December 6 - News, Transcripts

PVH Corp. (NYSE:PVH) Q3 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to today's PVH Third Quarter 2025 Earnings Conference Call. [Operator Instructions]. Please note this call may be recorded.

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December 6 - News, Transcripts

D-Wave Quantum (QBTS) Jumps 19% as Firm Ramps Up Govt Deals

D-Wave Quantum grew its share prices by 19.1 percent week-on-week, with investor optimism fueled primarily by plans to lure government contracts with the formation of a new business...

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December 6 - News

CoreWeave (CRWV) Soars 20.8% on New AI Investment

CoreWeave saw its share prices jump by 20.8 percent week-on-week, as investors took heart from its subsidiary’s investment in an AI-powered software developer as part of its...

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December 6 - News

Dollar General (DG) Surges 20.9% on Strong Earnings. Time to Book Gains?

In an updated report on Thursday, Dollar General Corporation (NYSE:DG) said it grew its net income by 43.8 percent to $282.6 million from $196.5 million in the same period last...

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December 6 - News

Fluence Energy (FLNC) Gains 22% as 7 Analysts Grow Bullish

Late last week, UBS in its market report raised its price target for Fluence Energy, Inc.

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December 6 - News

Microchip Technology (MCHP) Climbs 22.8% on Upbeat Outlook

In an updated report late in the week, Microchip Technology Inc.

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December 6 - News

Rubrik (RBRK) Rockets 22.5% on Q3 Blowout

In an updated report, Rubrik Inc. (NYSE:RBRK) said it trimmed its net loss by 51.3 percent to $63.8 million from $130.9 million in the same period last year.

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December 6 - News

USA Rare Earth (USAR) Soars 28% as Firm Bags New Supply Deals

In a statement later in the week, USA Rare Earth Inc.

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December 6 - News

AST SpaceMobile (ASTS) Soars 31.5% on Looming Launch, Expansion of Next-Generation Satellite

AST SpaceMobile jumped by 31.53 percent week-on-week, as investors positioned portfolios ahead of the looming launch of its next-generation satellite, alongside plans to expand...

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December 6 - News

UiPath (PATH) Climbs 35% to New Record High on Stellar Q3

On Friday alone, the company inched up by a mere 1.03 percent, but touched a 52-week high of $18.98 at intra-day trading before trimming gains toward the close at $18.67.

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December 6 - News

DigitalBridge (DBRG) Soars 45% on SoftBank Merger Buzz

DigitalBridge surged by 45.4 percent week-on-week, as investors loaded portfolios amid brewing reports that it is being eyed for acquisition by Japan-based investment giant SoftBank...

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December 6 - News

15 Blue Chip Dividend Stocks to Build a Passive Income Portfolio

The idea of generating passive income is gaining traction rapidly.

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December 6 - Dividend Stocks, Hedge Funds, News

Analysts Stick With NVIDIA (NVDA) as AI Momentum Drives Long-Term Value

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

Cantor Reiterates Neutral on Alphabet (GOOGL), Citing Long-Term AI Upside From Gemini 3

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

Piper Sandler Keeps Overweight on Amazon (AMZN), Sets $233 Target Ahead of Holiday Season and AWS Momentum

Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

Stifel Reaffirms Buy on Astera Labs (ALAB), Says Nvidia/AWS Concerns Are Overblown

Astera Labs, Inc. (NASDAQ:ALAB) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

Netflix (NFLX) Buys Warner Bros. for $72 Billion in Major Streaming Expansion Move

On Friday, December 5, Netflix Inc. (NASDAQ:NFLX) announced the long-contested acquisition of Warner Bros. Discovery (NASDAQ:WBD) in a cash-and-stock deal.

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December 6 - News

CrowdStrike (CRWD) Delivers Upside Across Metrics; BMO Lifts Target to $555

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

Marvell (MRVL) Wins $90 Target as Data Center Momentum Accelerates

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

Arista Networks (ANET) Earns $155 Target as UBS Highlights Confident FY26 Outlook

Arista Networks Inc (NYSE:ANET) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

TD Cowen Reiterates Buy on AMD, Calls Helios a Major AI Inflection Point

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

Wells Fargo Initiates Oracle (ORCL) With Overweight, Sees Major AI Upside Ahead

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

Apple (AAPL) Earns $320 Target as Services Strength Offsets App Store Slowdown

Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks Analysts are Tracking Closely.

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December 6 - News

10 Stocks Sparking Massive Fortunes

Ten stocks capped off the first trading week of December on a high note, boasting double-digit gains amid a combination of positive macroeconomic factors and company-specific ...

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December 6 - Market Movers, News

Jim Cramer Says “FedEx is a Coiled Spring”

FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer commented on along with the recent macro rally.

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December 6 - News

Jim Cramer on Union Pacific’s Upcoming Merger: “Great Situation”

Union Pacific Corporation (NYSE:UNP) is one of the stocks Jim Cramer commented on along with the recent macro rally.

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December 6 - News

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