Jim Cramer Believes “AMD’s Lisa Su is One of the Toughest Execs in the Business”
“Look, you either believe or you don’t believe. It is as simple as that.
Insider Monkey Blog
KeyBanc Capital Markets Lifts Monolithic Power Systems, Inc. (MPWR) Price Target Buoyed By Growing Business
Monolithic Power Systems, Inc. (NASDAQ:MPWR) is one of the high-growth semiconductor stocks that are profitable in 2025.
Morgan Stanley Downgrades KLA Corp (KLAC) But Lifts Price Target on Earnings Growth Prospects
KLA Corp (NASDAQ:KLAC) is one of the high-growth semiconductor stocks that are profitable in 2025.
QUALCOMM Incorporated (QCOM) Sued Over Antitrust Violation on Smartphone Chips in the UK
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the high-growth semiconductor stocks that are profitable in 2025.
UBS Lifts ASML Holding N.V. (ASML) Price Target Banking on AI-Led Memory Growth
ASML Holding N.V. (NASDAQ:ASML) is one of the high-growth semiconductor stocks that are profitable in 2025.
Applied Materials Inc. (AMAT) Strengthens Balance Sheet with $2B Credit Facility
Applied Materials Inc. (NASDAQ:AMAT) is one of the high-growth semiconductor stocks that are profitable in 2025.
Lam Research Corporation (LRCX) Rated as a Hold at HSBC amid Wafer Fab Equipment Opportunity
Lam Research Corporation (NASDAQ:LRCX) is one of the high-growth semiconductor stocks that are profitable in 2025.
Micron Technology, Inc. (MU) Q4 and Full Year Results Impress on Data Center Business Growth
Micron Technology, Inc. (NASDAQ:MU) is one of the high-growth semiconductor stocks that are profitable in 2025.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is Considering Intel for its Foundry Business
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the high-growth semiconductor stocks that are profitable in 2025.
Bank of America Lifts Taiwan Semiconductor Manufacturing (TSM) Price Outlook on Revenue and Earnings Growth Prospects
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the high-growth semiconductor stocks that are expected to be profitable in 2025.
Nvidia Corporation (NVDA) Rated as ‘Overweight’ at KeyBanc amid Booming Business
Nvidia Corporation (NASDAQ:NVDA) is one of the high-growth semiconductor stocks that are profitable in 2025.
Keefe Bruyette Lowers PT on The Baldwin Insurance Group (BWIN), Keeps an Outperform Rating
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
HSBC Upgrades Banco BBVA Argentina (BBAR) to Buy, Reduces the PT
Banco BBVA Argentina S.A. (NYSE:BBAR) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
HSBC Lowers the Firms PT on Banco Macro (BMA), Upgrades the Stock to Buy
Banco Macro S.A. (NYSE:BMA) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
Keefe Bruyette Lowers PT on Goosehead Insurance (GSHD), Keeps an Outperform Rating
Goosehead Insurance, Inc. (NASDAQ:GSHD) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
HSBC Initiates Grupo Financiero Galicia (GGAL) With a Buy, Keeps the PT
Grupo Financiero Galicia S.A. (NASDAQ:GGAL) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
Wall Street Bullish on Qfin Holdings (QFIN), Here’s Why
Qfin Holdings, Inc. (NASDAQ:QFIN) is one of the Oversold Financial Stocks to Buy According to Hedge Funds. Wall Street is bullish on Qfin Holdings, Inc.
Wall Street Bullish on Ategrity Specialty Insurance Company (ASIC)
Ategrity Specialty Insurance Company Holdings (NYSE:ASIC) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
Wall Street is Bullish on Kemper Corporation (KMPR), Here’s Why
Kemper Corporation (NYSE:KMPR) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
Bank of America Securities Lowers PT on Blue Owl Capital (OWL), Keeps a Buy Rating
Blue Owl Capital Inc. (NYSE:OWL) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
Bank of America Securities Reduces PT on eToro Group (ETOR), Keeps a Neutral Rating
eToro Group Ltd. (NASDAQ:ETOR) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
BMO Capital Maintains a Buy Rating on Morningstar (MORN), Keeps the PT Unchanged
Morningstar, Inc. (NASDAQ:MORN) is one of the Oversold Financial Stocks to Buy According to Hedge Funds.
Analyst Recommends This Consumer Stock With Over 60 Years of Dividend Increases
Jason Snipe, the Founder and Chief Investment Officer of Odyssey Capital Advisors, said in a latest program on CNBC that he likes Colgate and believes the company will see earnings...
Jim Cramer Recently Offered Insights on These 11 Stocks
“We have three economies right now...
10 AI Stocks In The Spotlight For Investors
The Bank of England has warned that global financial markets may tumble if investors lose confidence in the prospects of artificial intelligence, or even the independence of the...
Stacy Rasgon on Broadcom (AVGO), Other Major AI Stocks: No Sustainability Worries in Short Term
Stacey Rasgon, senior U.S.
Josh Brown Explains Why NVIDIA (NVDA) ‘Still The Most Obvious’ Stock to Play AI Trade
Josh Brown from CNBC recently said in a program that NVIDIA Corp (NASDAQ:NVDA) remains the best way to play the AI trade despite the stock’s bull run.
‘Elon’s in the Saddle’ – Analyst Says Tesla (TSLA) Has Huge Upside Potential Because of This
Craig Irwin, Roth Capital senior research analyst, said in a recent program on CNBC that Tesla Inc (NASDAQ:TSLA) has “lots of room to run” because of its auto business, robo...
Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
What Makes Lululemon Athletica (LULU) a Compelling Bet?
JB Global Capital, an investment management company, released its third-quarter 2025 investor letter. A copy of the same can be downloaded here.
Alphabet (GOOG) Gemini Vs ChatGPT AI Chatbot Battle: Analyst Shares Interesting Results
Brent Thill of Jefferies recently talked about a study on AI chatbots his team conducted and discussed the results.
Will Alibaba (BABA) be Able to Build a Defensible Moat, Leveraging Multiple Consumption Scenarios?
JB Global Capital, an investment management company, released its third-quarter 2025 investor letter. A copy of the same can be downloaded here.
JB Global Fund’s Q3 2025 Investor Letter
JB Global Capital, an investment management company, released its third-quarter 2025 investor letter.
Here’s What Lifted Monolithic Power Systems (MPWR) in Q3
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s What Makes AppLovin Corporation (APP) a Standout Performer in Q3
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third-quarter 2025 investor letter.
Is ServiceNow (NOW) The Best AI Stock to Buy on the Dip?
Jason Snipe, the Founder and Chief Investment Officer of Odyssey Capital Advisors, said in a latest program on CNBC that he likes ServiceNow because the company is starting to...
What Makes Roblox (RBLX) a Lucrative Investment?
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third-quarter 2025 investor letter.
Wingstop (WING) Declined Due to Sofer Spending Trends
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third-quarter 2025 investor letter.
ClearBridge Investments Mid Cap Growth Strategy’s Q3 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third-quarter 2025 investor letter.
Mar Vista U.S. Quality Premier Strategy: NVIDIA (NVDA) Continues to Benefit from AI infrastructure Build-out
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2025 investor letter.
Moody’s (MCO) Fell on Increasing Competition in the AI Sector
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2025 investor letter.
Here’s What Positions Alphabet (GOOG) to Sustain Long Term Relevance
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2025 investor letter.
Saratoga Investment Corp. (NYSE:SAR) Q2 2026 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen. Thank you for standing by.
Penguin Solutions, Inc. (NASDAQ:PENG) Q4 2025 Earnings Call Transcript
Operator: Good afternoon, thank you for attending today's Penguin Solutions Fourth Quarter and Full Year 2025 Financial Results.
Saratoga Investment Corp 6.00% (NYSE:SAT) Q2 2026 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen. Thank you for standing by.
Saratoga Investment Corp 8.00% (NYSE:SAJ) Q2 2026 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen. Thank you for standing by.
Mar Vista’s U.S. Quality Premier Strategy’s Q3 2025 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2025 investor letter.
Mar Vista U.S. Quality Strategy’s Views on SAP (SAP)?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” third-quarter 2025 investor letter.
Do You Believe in the Upward Trajectory of Salesforce (CRM)?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” third-quarter 2025 investor letter.
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