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Insider Monkey Blog

Jim Cramer on Shopify: “I Don’t Believe It’s an Actual AI Displacement Victim”

Shopify Inc. (NASDAQ:SHOP) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally.

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May 14 - News

Jim Cramer on FedEx: “One of the Greatest Turnaround Stories Out There”

FedEx Corporation (NYSE:FDX) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally.

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May 14 - News

Jim Cramer on CoreWeave: “A Stock That’s Not for the Squeamish”

CoreWeave, Inc. (NASDAQ:CRWV) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally.

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May 14 - News

Jim Cramer Explains Why He Bought Home Depot for the Trust

The Home Depot, Inc. (NYSE:HD) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally.

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May 14 - News

How Beginners Can Invest in Distressed Real Estate

You can purchase these homes at lower prices and improve their value through renovations. Plus, this niche has high flexibility and returns.

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May 14 - Business, News

Enterprise Products Partners (EPD): Cheap Stocks to Buy For the Next 10 Years

Enterprise Products Partners (NYSE:EPD) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

Is Canadian Natural Resources (CNQ) One of the Cheap Stocks For the Next 10 Years?

Canadian Natural Resources Limited (NYSE:CNQ) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

Brookfield Corporation (BN) Announces C$750M Debt Offering Pricing

Brookfield Corporation (NYSE:BN) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

Novo Nordisk (NVO) Announces Positive Early Response Data from Oral Wegovy (25 mg) Trial

Novo Nordisk (NYSE:NVO) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

Accenture (ACN), WTA Form Multi-Year Partnership to Modernize Digital Ecosystem Using AI

Accenture (NYSE:ACN) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

T-Mobile US (TMUS) Launches “US Pass eSIM” for International Travelers

T-Mobile US Inc. (NASDAQ:TMUS) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

Here is Why CVS Health (CVS) is One of the Cheap Stocks to Buy For the Next 10 Years

CVS Health Corp. (NYSE:CVS) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

Adobe (ADBE) Integrates Agentic AI With Major Tech Platforms to Automate Customer Workflows

Adobe Inc. (NASDAQ:ADBE) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

Salesforce (CRM), Moderna Partner to Unify Global Operations via Agentforce Life Sciences

Salesforce Inc. (NYSE:CRM) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

Micron (MU) Samples High-Speed 256GB DDR5 RDIMMs Built on 1-Gamma DRAM Tech

Micron Technology Inc. (NASDAQ:MU) is one of the cheap stocks to buy for the next 10 years.

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May 14 - News

Baron Asset Fund Sold Bio-Techne Corporation (TECH) Due to Concerns Over Potential Impact of AI

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Asset Fund”. A copy of the letter is available to download here. U.S.

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May 14 - Hedge Fund Investor Letters, News

Baron Asset Fund Bets on Vulcan Materials Company’s (VMC) Attractive Long-Term Growth Potential

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Asset Fund”. A copy of the letter is available to download here. U.S.

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May 14 - Hedge Fund Investor Letters, News

Do You Believe in the Long-Term Growth Potential of IDEXX Laboratories (IDXX)?

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Asset Fund”. A copy of the letter is available to download here. U.S.

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May 14 - Hedge Fund Investor Letters, News

Quanta Services (PWR) Benefits from Energy-Related Infrastructure Growth

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Asset Fund”. A copy of the letter is available to download here. U.S.

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May 14 - Hedge Fund Investor Letters, News

Baron Asset Fund’s Q1 2026 Investor Letter

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Asset Fund”. U.S. equity markets started the year on a positive note.

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May 14 - Hedge Fund Investor Letters, News

Darling Ingredients (DAR) Surged on Continued Momentum Ahead of RVO

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter.

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May 14 - Hedge Fund Investor Letters, News

What Makes Coherent (COHR) a Lucrative Investment?

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter.

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May 14 - Hedge Fund Investor Letters, News

Boston Scientific (BSX) Fell Amid Concerns Over Growth Durability

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter.

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May 14 - Hedge Fund Investor Letters, News

US Natural Gas Rally Lifted Antero Resources Corporation (AR) in Q1

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter.

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May 14 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Core Equity Fund Bets on Tempus AI (TEM), a Healthcare Technology Company

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter.

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May 14 - Hedge Fund Investor Letters, News

Aristotle Core Equity Fund’s Q1 2026 Investor Letter

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter. During the first quarter, the U.S.

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May 14 - Hedge Fund Investor Letters, News

FPA Crescent Fund’s Q1 2026 Investor Letter

Investment management company First Pacific Advisors recently released its “FPA Crescent Fund” first-quarter 2026 investor letter. The Fund (Institutional Class) returned...

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May 14 - Hedge Fund Investor Letters, News

Aon (AON) Slid on Slowing Organic Revenue Outlook

Investment management company First Pacific Advisors recently released its “FPA Crescent Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded...

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May 14 - Hedge Fund Investor Letters, News

Tether Blocks $213M Funds Connected to Gurhan Kiziloz Over Alleged Gambling Tax Disputes & Token Sales

Tether has blocked $213 million in cryptocurrency assets connected to Gurhan Kiziloz following Brazilian government action targeting gambling tax disputes and alleged unregistered...

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May 14 - Business, News

Alphatec Holdings (ATEC) Slid on Investors’ Reaction Towards Company and Sector Factors

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.

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May 14 - Hedge Fund Investor Letters, News

Figure Technology Solutions (FIGR) Dropped on Softer Sentiment

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.

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May 14 - Hedge Fund Investor Letters, News

GeneDx (WGS) Fell Despite Continued Execution Improvement

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.

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May 14 - Hedge Fund Investor Letters, News

AI Power Demand is Lifting Bloom Energy (BE)

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.

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May 14 - Hedge Fund Investor Letters, News

Argan (AGX) is Gaining from the Growing Backlog of Power Plant Construction

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.

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May 14 - Hedge Fund Investor Letters, News

Powell Industries (POWL) Rallied on Robust Momentum in Orders and Backlog

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.

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May 14 - Hedge Fund Investor Letters, News

Polen 5Perspectives Small Growth Strategy’s Q1 2026 Investor Letter

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.

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May 14 - Hedge Fund Investor Letters, News

CME Group (CME) Gained from Higher Trading Volume

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.

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May 14 - Hedge Fund Investor Letters, News

Baron Durable Advantage Fund Added Microsoft Corporation (MSFT) on the Back of Short-Term Volatility

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.

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May 14 - Hedge Fund Investor Letters, News

Alibaba Group Holding Limited (NYSE:BABA) Q4 2026 Earnings Call Transcript

Operator: Good day, ladies and gentlemen. Thank you for standing by. Welcome to Alibaba Group's March Quarter and Full Fiscal Year 2026 Results Conference Call.

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May 14 - News, Transcripts

Riskified Ltd. (NYSE:RSKD) Q1 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Riskified First Quarter 2026 Earnings Call.

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May 14 - News, Transcripts

Kornit Digital Ltd. (NASDAQ:KRNT) Q1 2026 Earnings Call Transcript

Kornit Digital Ltd. (NASDAQ:KRNT) Q1 2026 Earnings Call Transcript May 13, 2026Kornit Digital Ltd. reports earnings inline with expectations.

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May 14 - News, Transcripts

Vishay Intertechnology, Inc. (NYSE:VSH) Q1 2026 Earnings Call Transcript

Vishay Intertechnology, Inc. (NYSE:VSH) Q1 2026 Earnings Call Transcript May 13, 2026Vishay Intertechnology, Inc. beats earnings expectations.

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May 14 - News, Transcripts

E.on Se (OTC:EONGY) Q1 2026 Earnings Call Transcript

Iris Eveleigh: Good morning, everyone. Dear analysts and investors, a warm welcome from my side to our first quarter 2026 earnings call.

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May 14 - News, Transcripts

FLEX LNG Ltd. (NYSE:FLNG) Q1 2026 Earnings Call Transcript

H. Foss: Welcome to Flex LNG First Quarter 2026 Results Presentation. My name is Marius Foss, I'm the CEO of the Flex LNG.

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May 14 - News, Transcripts

Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Q1 2026 Earnings Call Transcript

Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Q1 2026 Earnings Call Transcript May 13, 2026Eos Energy Enterprises, Inc. beats earnings expectations.

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May 14 - News, Transcripts

Tower Semiconductor Ltd. (NASDAQ:TSEM) Q1 2026 Earnings Call Transcript

Tower Semiconductor Ltd. (NASDAQ:TSEM) Q1 2026 Earnings Call Transcript May 13, 2026Tower Semiconductor Ltd. beats earnings expectations.

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May 14 - News, Transcripts

Dynatrace, Inc. (NYSE:DT) Q4 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the Dynatrace Fourth Quarter and Full Year Fiscal 2026 Earnings Call.

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May 14 - News, Transcripts

PolyPid Ltd. (NASDAQ:PYPD) Q1 2026 Earnings Call Transcript

Operator: Greetings, and welcome to PolyPid's First Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this call is recorded.

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May 14 - News, Transcripts

Paysafe Limited (NYSE:PSFE) Q1 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, greetings, and welcome to the Paysafe First Quarter 2026 Earnings Conference Call.

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May 14 - News, Transcripts

Kamada Ltd. (NASDAQ:KMDA) Q1 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the Kamada Limited First Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

Keep Reading →

May 14 - News, Transcripts

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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