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Insider Monkey Blog

Microsoft Corporation (MSFT): A Bull Case Theory 

We came across a bullish thesis on Microsoft Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on MSFT.

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February 4 - News, Stock Analysis

LyondellBasell Industries N.V. (LYB): A Bull Case Theory 

We came across a bullish thesis on LyondellBasell Industries N.V. on Aurelion Research’s Substack. In this article, we will summarize the bulls’ thesis on LYB.

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February 4 - News, Stock Analysis

Alphabet Inc. (GOOGL): A Bull Case Theory 

We came across a bullish thesis on Alphabet Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on GOOGL.

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February 4 - News, Stock Analysis

AeroVironment, Inc. (AVAV): A Bull Case Theory

We came across a bullish thesis on AeroVironment, Inc. on Monte Independent Investment Research’s Substack by Monte Investments.

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February 4 - News, Stock Analysis

Confluent, Inc. (CFLT): A Bull Case Theory 

We came across a bullish thesis on Confluent, Inc. on Outperforming the Market’s Substack by Simple Investing.

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February 4 - News, Stock Analysis

Why Benchmark Says Google’s AI Won’t Derail AppLovin (APP)

AppLovin Corporation (NASDAQ:APP) is one of the 10 AI Stocks Analysts Are Watching. On February 2, Benchmark analyst Mike Hickey reiterated a Buy rating on the stock with a $...

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February 4 - News

Jefferies Raises SLB (SLB) PT to $58 on Attractive Valuation, Market Upside

SLB (NYSE:SLB) is one of the best large cap stocks to buy under $50.

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February 4 - News

Jefferies Downgrades Kenvue (KVUE) to Hold With $18 PT Over Limited Upside, Litigation Risks

Kenvue Inc. (NYSE:KVUE) is one of the best large cap stocks to buy under $50.

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February 4 - News

BofA Lowers Unity Software (U) PT to $18 Citing Premium Valuation

Unity Software Inc. (NYSE:U) is one of the best large cap stocks to buy under $50.

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February 4 - News

UBS Raises Barrick Mining (B) PT to $59 and Maintains Buy Rating

Barrick Mining Corporation (NYSE:B) is one of the best large cap stocks to buy under $50.

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February 4 - News

Is CSX Corporation (CSX) One of the Best Large Cap Stocks to Buy Under $50?

CSX Corporation (NASDAQ:CSX) is one of the best large cap stocks to buy under $50.

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February 4 - News

UBS Lowers Comcast (CMCSA) PT to $32 Citing Broadband Go-to-Market Transition

Comcast Corporation (NASDAQ:CMCSA) is one of the best large cap stocks to buy under $50.

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February 4 - News

Pfizer (PFE) Announces Positive Phase 2b Results for Obesity Drug Showing 12.30% Weight Loss

Pfizer Inc. (NYSE:PFE) is one of the best large cap stocks to buy under $50.

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February 4 - News

TD Cowen Lowers AT&T (T) PT to $32 Following Mixed Q4 Results, Lower Promotional Activity

AT&T Inc. (NYSE:T) is one of the best large cap stocks to buy under $50. On January 29, TD Cowen lowered its price target for AT&T from $33 to $32 while keeping a Hold rating.

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February 4 - News

Compass Point Upgrades PayPal (PYPL) to Neutral Amid CEO Transition, Priced-In Uncertainty

PayPal Holdings Inc. (NASDAQ:PYPL) is one of the best large cap stocks to buy under $50.

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February 4 - News

Susquehanna Anticipates Strong 2026 for Nu Holdings (NU) Amid Global Expansion, Stable Asset Quality

Nu Holdings Ltd. (NYSE:NU) is one of the best large cap stocks to buy under $50.

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February 4 - News

Ameren Corporation (AEE): A Bull Case Theory 

We came across a bullish thesis on Ameren Corporation on MaxDividends’s Substack by Serhio MaxDividends.

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February 4 - News, Stock Analysis

Black Hills Corporation (BKH): A Bull Case Theory

We came across a bullish thesis on Black Hills Corporation on MaxDividends’s Substack by Serhio MaxDividends.

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February 4 - News, Stock Analysis

Chubb Limited (CB): A Bull Case Theory

We came across a bullish thesis on Chubb Limited on MaxDividends’s Substack by MaxDividends.

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February 4 - News, Stock Analysis

Carvana Co. (CVNA): A Bull Case Theory 

We came across a bullish thesis on Carvana Co. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on CVNA.

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February 4 - News, Stock Analysis

Duke Energy Corporation (DUK): A Bull Case Theory 

We came across a bullish thesis on Duke Energy Corporation on MaxDividends’s Substack by Serhio MaxDividends.

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February 4 - News, Stock Analysis

Alliant Energy Corporation (LNT): A Bull Case Theory 

We came across a bullish thesis on Alliant Energy Corporation on MaxDividends’s Substack by Serhio MaxDividends.

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February 4 - News, Stock Analysis

Maplebear Inc. (CART): A Bull Case Theory 

We came across a bullish thesis on Maplebear Inc. on Compounding Your Wealth’s Substack by Sergey.

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February 4 - News, Stock Analysis

International Business Machines Corporation (IBM): A Bull Case Theory 

We came across a bullish thesis on International Business Machines Corporation on Compounding Your Wealth’s Substack by Sergey.

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February 4 - News, Stock Analysis

Williams-Sonoma, Inc. (WSM): A Bull Case Theory 

We came across a bullish thesis on Williams-Sonoma, Inc. on Quality Value Investing’s Substack by David J. Waldron.

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February 4 - News, Stock Analysis

Okta, Inc. (OKTA): A Bull Case Theory 

We came across a bullish thesis on Okta, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on OKTA.

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February 4 - News, Stock Analysis

Regeneron Pharmaceuticals, Inc. (REGN): A Bull Case Theory 

We came across a bullish thesis on Regeneron Pharmaceuticals, Inc. on Notes From The Beauty Contest’s Substack by Crashkolnikov.

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February 4 - News, Stock Analysis

Jim Cramer Looked At These 7 Stocks Recently

The clients win, the purveyors lose. Hardware companies triumph, software companies shrivel up and die.

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February 4 - Hedge Funds, News

10 Best Confectionery, Cookie and Snack Stocks To Buy

On February 2, David Katz, Matrix Asset Advisors CIO, appeared on CNBC’s ‘The Exchange’ to talk about why equity valuations could slow this year.

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February 4 - Hedge Funds, News

Hedge Fund and Insider Trading News: Nelson Peltz, Jason Ader, David Einhorn, Ken Griffin, Balyasny Asset Management, Berkshire Hathaway, Concentrix Corp (CNXC), Netflix Inc (NFLX), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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February 4 - Hedge Funds, Insider Trading

12 Best Nuclear Energy Stocks to Buy Now

According to McKinsey & Co., capital spending tied to data centers could reach $6.7 trillion globally by 2030, driven largely by the acceleration of AI workloads.

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February 4 - Hedge Funds, News

10 Buzzing AI Stocks on Market Radar

Software stocks experienced a major selloff on Tuesday amid fears that the rapid advances in artificial intelligence will soon challenge the demand for traditional software licenses...

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February 4 - Hedge Funds, Industries, News, Tech

Oppenheimer Sees Rockwell Automation, Inc. (ROK)’s Operational Gains Largely Priced In

On January 20, Oppenheimer analyst Noah Kaye downgraded Rockwell Automation, Inc. (NYSE:ROK) to Perform from Outperform.

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February 4 - News

VenHub Wins RTIH Award for Most Innovative Retailer

VenHub Global, Inc.

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February 4 - Press Releases

TeraWulf (WULF) Jumps 10.14% as Firm Hints Expansion

TeraWulf grew its share prices by 10.14 percent on Tuesday to close at $14.80 apiece as investors took heart from its ongoing expansion program which could see the development...

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February 4 - News

AST SpaceMobile (ASTS) Climbs 10.7% as Elon Musk Bets on Space Sector to Boost AI

AST SpaceMobile snapped two days of losses on Tuesday, jumping 10.72 percent to close at $115.76 apiece as investors took heart from Elon Musk’s optimistic comment for the space...

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February 4 - News

Amprius (AMPX) Soars 11.6% as Firm Ramps Up on Battery Production

Amprius rallied for a second day on Tuesday, surging 11.64 percent to close at $14.68 apiece after deepening its partnership with Nanotech Energy to ramp up the development of...

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February 4 - News

Huntsman (HUN) Climbs 13% Ahead of Earnings

Huntsman rallied for a second day on Tuesday, surging 13.07 percent to close at $12.98 apiece as investors loaded portfolios ahead of the results of its earnings performance for...

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February 4 - News

Teradyne (TER) Touches All-Time High on Stellar Earnings

Teradyne jumped to a new all-time high on Tuesday, after posting strong earnings performance that settled at the high end of its earlier guidance, thanks to strong demand from...

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February 4 - News

Taseko Mines (TGB) Soars 14.5% on Project Vault, Ahead of Earnings

Taseko Mines grew its share prices by 14.53 percent on Tuesday to close at $8.83 apiece as investors positioned portfolios in mining stocks amid updates to the US government’...

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February 4 - News

Energy Fuels (UUUU) Soars 16.7% as Project Vault to Hold 50 Minerals

Energy Fuels snapped a three-day losing streak on Tuesday, jumping 16.75 percent as investors loaded portfolios in rare earth stocks following President Donald Trump’s aggressive...

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February 4 - News

USA Rare Earth (USAR) Climbs 17.4% on US Minerals Inventory Plan

USA Rare Earth soared by 17.42 percent on Tuesday to close at $25.97 apiece as investors increased their exposure in rare earths stock following news that more than 50 minerals...

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February 4 - News

Almonty Industries (ALM) Skyrockets to All-Time High on Project Vault Update

Almonty Industries soared to a new all-time high on Tuesday, as investors loaded portfolios in rare earth and mining stocks following news that more than 50 minerals are expected...

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February 4 - News

Hycroft Mining (HYMC) Soars 19.5% as Gold, Silver Regain Strength

Hycroft Mining soared by 19.48 percent on Tuesday to close at $42.07 apiece as investors took heart from silver and gold’s renewed strength, coupled with bargain-hunting following...

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February 4 - News

PU Prime Launches Phase Two of “Champion in You” Global Brand Campaign

PU Prime launched The Grind, the second phase of its three-part global brand campaign, "Champion in You", shifting the focus from the decision to begin trading.

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February 4 - Press Releases

Why Vertiv’s (VRT) Role in AI Cooling is Gaining Strategic Importance

Vertiv Holdings Co (NYSE:VRT)’s liquid-cooling solutions sit at the center of modern AI infrastructure.

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February 4 - News

Barclays Sees Recent Pullback Creating an Entry Point in Amphenol (APH)

On January 29, Barclays analyst Guy Hardwick lifted his price recommendation on Amphenol Corporation (NYSE:APH) to $175 from $156.

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February 4 - News

Barclays Stays Selective in Building Products as Ferguson (FERG) Heads Into Q4

On January 15, Barclays analyst Matthew Bouley raised his price target on Ferguson Enterprises Inc.

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February 4 - News

UBS Sees Strong Backlog Supporting Comfort Systems USA’s (FIX) Long-Term Outlook

On February 2, UBS raised its price recommendation on Comfort Systems USA, Inc. (NYSE:FIX) to $1,310 from $1,140. The firm also reiterated its Buy rating on the stock.

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February 4 - News

Truist Names APi Group (APG) Top Pick as Facility Services Demand Holds Firm

On January 21, Truist raised its price target on APi Group Corporation (NYSE:APG) to $50 from $41 and reaffirmed its Buy rating.

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February 4 - News

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