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Insider Monkey Blog

Bank of America Points to Supply-Demand Imbalance Favoring Western Digital (WDC)

On April 27, Bank of America raised the firm’s price recommendation on Western Digital Corporation (NASDAQ:WDC) to $495 from $415. It reiterated a Buy rating on the shares.

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April 28 - News

Seagate Technology (STX) Sees AI-Driven Storage Demand Lifting Outlook

On April 28, Reuters reported that Seagate Technology Holdings plc (NASDAQ:STX) forecast fourth-quarter revenue and profit above Wall Street expectations, pointing to strong demand...

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April 28 - News

Bank of America Highlights Growing AI Infrastructure Spend for Dell Technologies (DELL)

On April 27, Bank of America raised the firm’s price recommendation on Dell Technologies Inc. (NYSE:DELL) to $246 from $205. It reiterated a Buy rating on the shares.

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April 28 - News

TD Cowen Sees Durability Driving Next Phase for Micron Technology (MU)

On April 28, TD Cowen analyst Krish Sankar raised the firm’s price target on Micron Technology, Inc. (NASDAQ:MU) to $660 from $550 and kept a Buy rating on the shares.

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April 28 - News

Argus Backs GE Vernova (GEV) on Electrification and Decarbonization Trends

On April 27, Argus analyst John Eade raised the firm’s price recommendation on GE Vernova Inc. (NYSE:GEV) to $1,300 from $800. It reiterated a Buy rating on the shares.

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April 28 - News

Erste Group Upgrades Applied Materials (AMAT) on AI-Driven Semiconductor Investment

On April 27, Erste Group upgraded Applied Materials, Inc. (NASDAQ:AMAT) to Buy from Hold. The analyst pointed to the ongoing buildout in AI.

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April 28 - News

Northland Securities Flags Rising Competition for Advanced Micro Devices (AMD)

On April 27, Northland Securities downgraded Advanced Micro Devices, Inc. (NASDAQ:AMD) to Market Perform from Outperform and set a $260 price target.

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April 28 - News

Bank of America Sees Caterpillar (CAT) Benefiting From Broadening Equipment Demand Recovery

On April 24, Bank of America analyst Michael Feniger raised the firm’s price recommendation on Caterpillar Inc. (NYSE:CAT) to $930 from $825.

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April 28 - News

10 Best Biotech Stocks with Highest Upside Potential

On April 16, reports from J.P. Morgan's biopharma and medtech venture and licensing studies indicated that the capital markets began the year 2026 with selective strength.

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April 28 - Hedge Funds, News

5 Best Biotech Stocks with Highest Upside Potential

In this article, we will list the 5 Best Biotech Stocks with Highest Upside Potential.

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April 28 - News

10 Best High-Yield Dividend Growth Stocks to Buy Right Now

Dividend growth strategies remain a common choice for investors. The focus is to look for companies that raise their dividends over time.

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April 28 - Dividend Stocks, Hedge Funds, News

5 Best High-Yield Dividend Growth Stocks to Buy Right Now

In this article, we will take a look at the 5 Best High-Yield Dividend Growth Stocks to Buy Right Now.

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April 28 - News

10 Large-Cap Stocks That Are On Fire Right Now

The S&P 500 has surged by over 4% since the start of 2026.

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April 28 - Hedge Funds, News

5 Large-Cap Stocks That Are On Fire Right Now

In this article, we will take a look at the 5 Large-Cap Stocks That Are On Fire Right Now.

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April 28 - News

10 Best Cryptocurrency Stocks to Buy Right Now

When Kevin Warsh appeared before the Senate Banking Committee on April 21 for his confirmation hearing as the next Federal Reserve chair, Senator Cynthia Lummis asked him whether...

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April 28 - Hedge Funds, News

5 Best Cryptocurrency Stocks to Buy Right Now

In this article, we will list the 5 Best Cryptocurrency Stocks to Buy Right Now.

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April 28 - News

Lone Pine’s Non-AI Strategy Falters: 10 Non-AI Stocks Weighing Down Stephen Mandel’s 2026 Returns

Stephen Mandel Jr.

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April 28 - Hedge Funds, News

Lone Pine’s Non-AI Strategy Falters: 5 Non-AI Stocks Weighing Down Stephen Mandel’s 2026 Returns

In this article, we will list the 5 non-AI stocks weighing down Stephen Mandel’s 2026 returns.

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April 28 - Hedge Funds, News

15 Under-the-Radar Picks from David Einhorn That Are Quietly Dominating 2026

David Einhorn, the founder and president of Greenlight Capital, is widely regarded as one of the most intellectually rigorous and disciplined value investors of his generation...

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April 28 - Hedge Funds, News

5 Under-the-Radar Picks from David Einhorn That Are Quietly Dominating 2026

In this article, we will list the 5 under-the-radar picks from David Einhorn that are quietly dominating 2026.

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April 28 - Hedge Funds, News

10 Best Fundamental Stocks to Invest in According to Billionaires

BlackRock, in its Q2 2026 outlook, stated that plans for significant capital investment by tech hyperscalers continues to rise, and that such plans are not impacted by the conflict...

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April 28 - Hedge Funds, News

5 Best Fundamental Stocks to Invest in According to Billionaires

In this article, we are going to look at the 5 Best Fundamental Stocks to Invest in According to Billionaires.

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April 28 - News

Annaly Capital Management Inc. (NLY): Billionaire Brian Higgins Is Loading Up on This Stock

Annaly Capital Management, Inc. (NYSE:NLY) has featured in the 13F portfolio of King Street Capital since the third quarter of 2025.

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April 28 - News

LPL Financial Holdings Inc. (LPLA): Billionaire Brian Higgins Is Buying This Stock

LPL Financial Holdings Inc. (NASDAQ:LPLA) is a new addition to the 13F portfolio of King Street Capital.

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April 28 - News

Ally Financial Inc. (ALLY): Billionaire Brian Higgins Is Bullish on This Stock

Ally Financial Inc. (NYSE:ALLY) is a long-term holding in the 13F portfolio of King Street Capital.

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April 28 - News

The Boeing Company (BA): Billionaire Brian Higgins Likes This Aerospace Company

The Boeing Company (NYSE:BA) has featured in the 13F portfolio of King Street Capital consistently since the fourth quarter of 2024.

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April 28 - News

RH (RH): Billionaire Brian Higgins Opens New Position

RH (NYSE:RH) is a new addition to the 13F portfolio of King Street Capital. Filings for the fourth quarter of 2025 show that the fund owns 87,000 shares in the company.

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April 28 - News

Optimum Communications Inc. (OPTU): Billionaire Brian Higgins Is Loading Up on This Communications Stock

Optimum Communications, Inc. (NYSE:OPTU) has featured in the 13F portfolio of King Street Capital since the second quarter of 2024.

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April 28 - News

Surgery Partners Inc. (SGRY): Billionaire Brian Higgins Likes This Stock

Surgery Partners, Inc. (NASDAQ:SGRY) is a long-term holding in the 13F portfolio of King Street Capital.

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April 28 - News

AGNC Investment Corp. (AGNC): Billionaire Brian Higgins Remains Bullish on This Stock

AGNC Investment Corp. (NASDAQ:AGNC) has had a stop-start relationship with King Street Capital.

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April 28 - News

UWM Holdings Corporation (UWMC): Billionaire Brian Higgins Is Buying This Mortgage Stock

UWM Holdings Corporation (NYSE:UWMC) first appeared in the 13F portfolio of King Street Capital in the first quarter of 2021. This position comprised 7.1 million shares.

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April 28 - News

Uniti Group Inc. (UNIT): Billionaire Brian Higgins Is Bullish on This Connectivity Giant

Uniti Group Inc. (NASDAQ:UNIT) is a relatively recent addition to the 13F portfolio of King Street Capital.

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April 28 - News

Fermi Inc. (FRMI): Strategizing Evolution Through Community and Academic Partnerships

On April 20, Fermi Inc.

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April 28 - News

How Is D-Wave Quantum (QBTS) Preparing for Multi-Billion Quantum Computing Market Opportunity

As of the close of play on April 24, the stock carried a strongly bullish consensus sentiment.

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April 28 - News

SLB Shot Up Following Q1 Report. Here is Why

SLB N.V. (NYSE:SLB) shot up after reporting its Q1 2026 results on April 24.

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April 28 - News

Cameco Corporation (CCJ) Gained Over 10% This Month. Here is Why

Cameco Corporation (NYSE:CCJ)’s surge in April has been helped by a rebound in nuclear fuel prices, with uranium futures in the US currently hovering above $86.5 per pound, ...

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April 28 - News

Baker Hughes (BKR) Delivers Strong Q1 Results Despite Middle East Disruptions

Baker Hughes Company (NASDAQ:BKR) received a boost after announcing strong results for its Q1 2026 on April 23, despite the complex operating environment amid the US-Iran war.

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April 28 - News

Liberty Energy (LBRT) Hit a New High This Month. Here is Why

Liberty Energy Inc.

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April 28 - News

GE Vernova (GEV) Soared to All-Time High This Month. Here is Why

GE Vernova Inc.

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April 28 - News

OKLO – Among the 7 Energy & Utility Stocks that are on Fire in April

Backed by OpenAI’s Sam Altman, Oklo Inc.

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April 28 - News

Here is Why Bloom Energy (BE) is Among the 7 Energy & Utility Stocks that are on Fire in April

Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally...

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April 28 - News

Hedge Fund and Insider Trading News: Michael Burry, Bill Ackman, Paul Tudor Jones, Ken Griffin, Steve Cohen, Jain Global, Saba Capital, Texas Instruments Inc (TXN), PrimeEnergy Resources Corp (PNRG), and More

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

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April 28 - Hedge Funds, Insider Trading

Baird Lowers PT on Tesla (TSLA), Remains Bullish on the Stocks Long-Term Potential

​Tesla, Inc. (NASDAQ:TSLA) is one of the world’s leading electric vehicle, robot-taxi, and energy system providers.

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April 28 - News

Bernstein Reduces PT on Netflix (NFLX) on Near Term Margin Concerns

​On April 20, Bernstein SocGen Group reiterated an Outperform rating on Netflix, Inc. (NASDAQ:NFLX) but lowered the price target on the stock from $115 to $110.

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April 28 - News

Here’s Why You Should Buy and Hold Uber Technologies (UBER) For the Next 5 Years

​The Street is Bullish on Uber Technologies, Inc. (NYSE:UBER) ahead of its fiscal Q1 2026 earnings expected to be released on May 6.

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April 28 - News

The Street is Bullish on Broadcom Inc. (AVGO), Here’s What the Analysts Think About the Stock

​Wall Street has a bullish sentiment on Broadcom Inc. (NASDAQ:AVGO) as 94% of the 54 analysts covering the stock have a Buy rating.

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April 28 - News

​Taiwan Semiconductor Manufacturing (TSM) Ranks Among Our Best Stocks to Buy and Hold for the Next 5 Years

​Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) topped consensus estimates during fiscal Q1 2026 earnings, released on April 16.

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April 28 - News

Bank of America Securities Lowered Price Target on Meta Platforms (META), Street Remains Bullish

​On April 20, Bank of America Securities reiterated a Buy rating on Meta Platforms, Inc. (NASDAQ:META) but lowered the price target from $885 to $820.

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April 28 - News

Morgan Stanley Says AI Can Boost Demand for CPUs, Here’s How Nvidia (NVDA) Remains in Focus

​Analysts expect NVIDIA Corporation (NASDAQ:NVDA) to grow its EPS by more than 39% over the next 5 years.

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April 28 - News

KeyBanc Raised the Price Target on Alphabet (GOOGL), Says Wall Street Underestimating Google Cloud Potential

​On April 20, KeyBanc analyst Justin Patterson reiterated a Buy rating on Alphabet Inc. (NASDAQ:GOOGL) and raised the price target from $370 to $380.

Keep Reading →

April 28 - News

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5 Largest Uranium Producing Countries in the World

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5 Fastest Declining Economies in the World in 2026

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10 Most Popular Stocks on Robinhood in 2026

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25 Countries with the Highest Debt to GDP Ratios

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15 States with the Most Gun Violence in the US

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9 Undervalued Chemical Stocks to Buy According to Hedge Funds

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7 Most Promising Psychedelic Stocks According to Hedge Funds

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7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds

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15 Innovative Healthcare Stocks to Buy According to Analysts

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Top 10 Oncology Stocks to Buy Now

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10 Best Investments During A Recession

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7 Best Rare Earth Stocks to Buy According to Hedge Funds

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

11 Best Cancer Stocks to Buy Right Now

11 Best Cancer Stocks to Buy Right Now

40 Most Unfriendly Countries in the World

40 Most Unfriendly Countries in the World

30 Unhappiest Countries in the World in 2025

30 Unhappiest Countries in the World in 2025

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

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

5 Countries with the Most Beautiful Women in the World

5 Countries with the Most Beautiful Women in the World

20 Countries with the Most Beautiful Women in the World

20 Countries with the Most Beautiful Women in the World

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20 US Cities with the Highest Homeless Population Per Capita

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20 Countries with the Highest Homeless Population

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12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Worst Performing Currencies of 2024

10 Worst Performing Currencies of 2024

15 States with the Best Weed in America

15 States with the Best Weed in America

16 Countries with the Largest Proven Oil Reserves in the World

16 Countries with the Largest Proven Oil Reserves in the World

16 Highest Quality Chocolate Brands in the US

16 Highest Quality Chocolate Brands in the US

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20 Countries with the Strongest Armies in the World

Top 13 English Speaking Countries in Asia

Top 13 English Speaking Countries in Asia

20 States with Highest Female to Male Ratio in the US

20 States with Highest Female to Male Ratio in the US

40 Best Places to Visit in Europe Before You Die

40 Best Places to Visit in Europe Before You Die

20 States with the Lowest Life Expectancy in the US

20 States with the Lowest Life Expectancy in the US

25 Cities with the Highest Homeless Population in the World

25 Cities with the Highest Homeless Population in the World

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20 Countries With The Best English Accent in The World

30 Cities with the Highest Weed Consumption in the US

30 Cities with the Highest Weed Consumption in the US

25 Countries with the Highest Alcohol Consumption per Capita

25 Countries with the Highest Alcohol Consumption per Capita

10 Best Gold Stocks Under $30

10 Best Gold Stocks Under $30

10 Best Genomics Stocks To Buy Right Now

10 Best Genomics Stocks To Buy Right Now

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