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Insider Monkey Blog

Tesla (TSLA) Faces Analyst Caution Ahead of Earnings as Risks Loom

Tesla, Inc. (NASDAQ:TSLA) is one of the Trending AI Stocks in Focus This Week. On July 16, Baird reiterated the stock as “Neutral,” stating that it’s cautious on Tesla...

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July 18 - News

Is Noble Corporation PLC (NE) an Attractive Long-Term Investment?

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

AMD Gets Price Target Hike as Analysts See Data Centre Growth Accelerating

Advanced Micro Devices, Inc.

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July 18 - News

Here’s Why New Fortress Energy (NFE) Detracted in Q2

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

Alibaba Group Holdings (BABA) Fell on Imposing ~50% Tariff on Chinese goods

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

Palantir’s (PLTR) Execution Called “Stunning” — Is a Fifth Quarter of Growth Coming?

Palantir Technologies Inc.

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July 18 - News

Nvidia Corp. (NVDA) Climbed Back from its Declines in Q2

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

Coinbase Global (COIN) Regained Strength in Q2

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

IBM Gets Price Target Boost — But Wall Street Stays Cautious Ahead of Q2 Earnings

International Business Machines Corporation (NYSE:IBM) is one of the 10 Trending AI Stocks in Focus This Week. On July 16, Morgan Stanley reiterated the stock as “Equal Weight...

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July 18 - News

QXO (QXO) Surged on Completion of $11B Acquisition Deal

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

Kosmos Energy (KOS) Fell Along with Broader Energy Prices

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

Insteel Industries, Inc. (NYSE:IIIN) Q3 2025 Earnings Call Transcript

Insteel Industries, Inc. (NYSE:IIIN) Q3 2025 Earnings Call Transcript July 17, 2025Insteel Industries, Inc. beats earnings expectations.

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July 18 - News, Transcripts

Cintas Corporation (NASDAQ:CTAS) Q4 2025 Earnings Call Transcript

Operator: Good day, everyone. And welcome to the Cintas Corporation announces fiscal 2025 Fourth Quarter and Full Year Results Conference Call. Today's call is being recorded.

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July 18 - News, Transcripts

Webster Financial Corporation (NYSE:WBS) Q2 2025 Earnings Call Transcript

Webster Financial Corporation (NYSE:WBS) Q2 2025 Earnings Call Transcript July 17, 2025Webster Financial Corporation beats earnings expectations.

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July 18 - News, Transcripts

OFG Bancorp (NYSE:OFG) Q2 2025 Earnings Call Transcript

Operator: Good morning. Thank you for joining OFG Bancorp's Conference Call. My name is Margo, and I'll be your operator today.

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July 18 - News, Transcripts

The Travelers Companies, Inc. (NYSE:TRV) Q2 2025 Earnings Call Transcript

The Travelers Companies, Inc. (NYSE:TRV) Q2 2025 Earnings Call Transcript July 17, 2025The Travelers Companies, Inc. beats earnings expectations.

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July 18 - News, Transcripts

Fifth Third Bancorp (NASDAQ:FITB) Q2 2025 Earnings Call Transcript

Fifth Third Bancorp (NASDAQ:FITB) Q2 2025 Earnings Call Transcript July 17, 2025Fifth Third Bancorp beats earnings expectations.

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July 18 - News, Transcripts

GE Aerospace (NYSE:GE) Q2 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to the GE Aerospace Investor Update and Second Quarter 2025 Earnings Webcast.

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July 18 - News, Transcripts

Should You Invest in Clear Secure (YOU)?

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

Wipro Limited (NYSE:WIT) Q1 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, good day, and welcome to Wipro Limited Q1 FY '26 Earnings Conference Call.

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July 18 - News, Transcripts

Marsh & McLennan Companies, Inc. (NYSE:MMC) Q2 2025 Earnings Call Transcript

Marsh & McLennan Companies, Inc. (NYSE:MMC) Q2 2025 Earnings Call Transcript July 17, 2025Marsh & McLennan Companies, Inc. beats earnings expectations.

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July 18 - News, Transcripts

Snap-on Incorporated (NYSE:SNA) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Snap-on Incorporated 2025 Second Quarter Results Conference Call. All participants will be in a listen-only mode.

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July 18 - News, Transcripts

Elevance Health Inc. (NYSE:ELV) Q2 2025 Earnings Call Transcript

Elevance Health Inc. (NYSE:ELV) Q2 2025 Earnings Call Transcript July 17, 2025Elevance Health Inc. misses on earnings expectations.

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July 18 - News, Transcripts

Bank7 Corp. (NASDAQ:BSVN) Q2 2025 Earnings Call Transcript

Operator: Welcome to the Bank7 Corp. Second Quarter 2025 Earnings Call.

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July 18 - News, Transcripts

ManpowerGroup Inc. (NYSE:MAN) Q2 2025 Earnings Call Transcript

ManpowerGroup Inc. (NYSE:MAN) Q2 2025 Earnings Call Transcript July 17, 2025ManpowerGroup Inc. misses on earnings expectations.

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July 18 - News, Transcripts

PepsiCo, Inc. (NASDAQ:PEP) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to PepsiCo's 2025 Second Quarter Earnings Question-and-Answer session.

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July 18 - News, Transcripts

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Q2 2025 Earnings Call Transcript

Jeff Su: [Foreign Language] Good afternoon, everyone, and welcome to TSMC's Second Quarter 2025 Earnings Conference Call.

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July 18 - News, Transcripts

U.S. Bancorp (NYSE:USB) Q2 2025 Earnings Call Transcript

Operator: Welcome to the U.S. Bancorp's Second Quarter 2025 Earnings Conference Call.

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July 18 - News, Transcripts

Triumph Financial, Inc. (NASDAQ:TFIN) Q2 2025 Earnings Call Transcript

Luke Wyse: Good morning. It's 9:30 in Dallas, and we're looking forward to the conversation this morning.

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July 18 - News, Transcripts

First Industrial Realty Trust, Inc. (NYSE:FR) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the First Industrial Realty Trust, Inc. Second Quarter 2025 Results Call. [Operator Instructions] Please note this event is being recorded.

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July 18 - News, Transcripts

Analyst Says NVIDIA (NVDA) Will See Rising Competition in Future – ‘There’s Going to Be Other Solutions’

Lo Toney from Plexo Capital said in a recent program on CNBC that NVIDIA Corp (NASDAQ:NVDA) is a leader in the industry, but it will start seeing rising competition in the future...

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July 18 - News

Kinder Morgan, Inc. (NYSE:KMI) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, and thank you for standing by, and welcome to the quarterly earnings conference call. [Operator Instructions] Today's conference is being recorded.

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July 18 - News, Transcripts

AAR Corp. (NYSE:AIR) Q4 2025 Earnings Call Transcript

Operator: Hello, and welcome to AAR Corp. Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] I will now like to turn the conference over to management.

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July 18 - News, Transcripts

South Plains Financial, Inc. (NASDAQ:SPFI) Q2 2025 Earnings Call Transcript

South Plains Financial, Inc. (NASDAQ:SPFI) Q2 2025 Earnings Call Transcript July 16, 2025South Plains Financial, Inc. beats earnings expectations.

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July 18 - News, Transcripts

Rexford Industrial Realty, Inc. (NYSE:REXR) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Rexford Industrial's Second Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference call is being recorded.

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July 18 - News, Transcripts

Banner Corporation (NASDAQ:BANR) Q2 2025 Earnings Call Transcript

Operator: Hello, everyone, and welcome to the Banner Corporation Second Quarter 2025 Conference Call and Webcast. My name is Nadia, and I'll be coordinating the call today.

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July 18 - News, Transcripts

Synovus Financial Corp. (NYSE:SNV) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Synovus Second Quarter 2025 Earnings Call. [Operator Instructions] The call today will be limited to approximately 1 hour.

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July 18 - News, Transcripts

Alcoa Corporation (NYSE:AA) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Alcoa Corporation Second Quarter 2025 Earnings Presentation and Conference Call.

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July 18 - News, Transcripts

Pinnacle Financial Partners, Inc. (NASDAQ:PNFP) Q2 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to the Pinnacle Financial Partners Second Quarter 2025 Earnings Conference Call.

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July 18 - News, Transcripts

Analyst Highlights Netflix’s (NFLX) ‘Biggest Advantage’ – Can The Stock Keep Rising Amid Competition?

“I think the biggest advantage Netflix Inc (NASDAQ:NFLX) always has, it’s the first place most people think to go when they turn on their TV.

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July 18 - News

Here’s Why Patient Capital Opportunity Equity Strategy Purchased Costco Wholesale Corporation (COST) Puts in Q2

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

Patient Capital Opportunity Equity Strategy Initiated a Position in UnitedHealth Group Incorporated (UNH) on a Dip

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can...

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July 18 - Hedge Fund Investor Letters, News

Patient Opportunity Equity Strategy’s Q2 2025 Investor Letter

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter.

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July 18 - Hedge Fund Investor Letters, News

Analyst Calls Walmart (WMT) the ‘Nvidia of Retail’

Scott Mushkin, founder and CEO of R5 Capital, called Walmart Inc (NYSE:WMT) the Nvidia of retail during a recent program on CNBC.

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July 18 - News

Analyst Explains How Oracle’s (ORCL) Rising CapEx Will Result in ‘Accelerating’ Revenue Growth

Brad Reback, Stifel managing director, in a latest program on CNBC talked about his latest take on Oracle Corp (NYSE:ORCL) and explained why he’s bullish on the company.

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July 18 - News

Josh Brown Pitches ‘Potential Breakout’ Stock

Josh Brown, CEO of Ritholtz Wealth Management, recently talked about hotels and resorts company Hilton Worldwide Holdings Inc (NYSE:HLT) during a program on CNBC and called it...

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July 18 - News

Analyst Explains Why She’s Buying DR Horton (DHI) – ‘These Stocks Are Going to Fly’

Stephanie Link, CIO at Hightower, explained in a recent program on CNBC why she’s buying DR Horton Inc (NYSE:DHI) shares despite headwinds in the housing industry.

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July 18 - News

Analyst Explains Why Reddit (RDDT) is a Winner in AI-Based Internet Search Era

Rich Greenfield, Lightshed Partners co-founder, explained in a recent program on CNBC how Reddit (RDDT) can benefit from the changing nature of the internet amid the rise of LLMs...

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July 18 - News

Here’s Why Littelfuse (LFUS) Rallied in Q2

Investment management company Vulcan Value Partners recently released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 18 - Hedge Fund Investor Letters, News

Alphabet (GOOG) Surged Amidst Generative AI Disruption and Antitrust Challenges

Investment management company Vulcan Value Partners recently released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 18 - Hedge Fund Investor Letters, News

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