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Insider Monkey Blog

Does Nike (NKE) Stand at an Attractive Risk Reward Setup?

Matrix Asset Advisors, an asset management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Prospectus of Intuit (INTU)?

Matrix Asset Advisors, an asset management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

What Makes Procter & Gamble (PG) a Resilient Investment?

Matrix Asset Advisors, an asset management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

What Makes Automatic Data Processing (ADP) an Investment Bet?

Matrix Asset Advisors, an asset management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

Matrix Asset Management’s Q1 2026 Investor Letter

Matrix Asset Advisors, an asset management company, released its Q1 2026 investor letter.

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May 18 - Hedge Fund Investor Letters, News

Jim Cramer Shares Why Tesla (TSLA) Is Better Than Ford

Electric vehicle manufacturer Tesla, Inc. (NASDAQ:TSLA)’s shares are up by 20.7% over the past year and are down by 3.6% year-to-date.

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May 18 - News

Jim Cramer Reveals Why Broadcom (AVGO) Is Powerful

Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor design companies in the world. Its shares are up by 85% over the past year and by 22% year-to-date.

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May 18 - News

Jim Cramer Shares Why Palo Alto (PANW) Is Having The Last Laugh

Cybersecurity services provider Palo Alto Networks, Inc. (NASDAQ:PANW)’s stock is up by 25.8% over the past year and by 35% year-to-date.

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May 18 - News

Jim Cramer Shares Why CrowdStrike (CRWD) Is Having The Last Laugh

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is another cybersecurity firm whose shares have performed well lately. They are up by 35% over the past year and by 31% year-to-date.

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May 18 - News

Jim Cramer Discusses Nike (NKE) & China

Athletic apparel retailer NIKE, Inc. (NYSE:NKE)’s shares are down by 33% over the past year and by 33.8% year-to-date.

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May 18 - News

Jim Cramer Isn’t Buying The Negativity About Take-Two (TTWO)

We recently published Jim Cramer Discussed A Mysterious Yellow Light & These 9 Stocks. Take-Two Interactive Software Inc.

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May 18 - News

Jim Cramer Is Intrigued By Charles Schwab (SCHW)

Banking giant The Charles Schwab Corporation (NYSE:SCHW)’s shares have been muted lately. They are up by 2.5% over the past year and are down by 10.5% year-to-date.

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May 18 - News

Jim Cramer Discusses Netflix (NFLX), JPMorgan & Risk-Reward

Media and streaming giant Netflix, Inc. (NASDAQ:NFLX)’s shares are down by 26% over the past year and by 4.4% year-to-date.

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May 18 - News

Jim Cramer Shares Key Insights About Apple (AAPL)

Apple Inc. (NASDAQ:AAPL)’s shares are up by 14% over the past month and by 10% year-to-date.

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May 18 - News

MaxLinear (MXL) Announces Availability of Washington Transimpedance Amplifier for AI Data Centers

MaxLinear Inc. (NASDAQ:MXL) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

Is Everspin Tech (MRAM) One of the Best Performing Semiconductor Stocks So Far in 2026?

Everspin Technologies Inc. (NASDAQ:MRAM) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

Here is Why Wolfspeed (WOLF) is One of the Best Performing Semiconductor Stocks So Far in 2026

Wolfspeed Inc. (NYSE:WOLF) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

QuickLogic (QUIK) Announces New $2.7M Discrete FPGA Contract

QuickLogic Corp. (NASDAQ:QUIK) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

Navitas Semiconductor (NVTS): Best Performing Semiconductor Stocks So Far in 2026

Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

Vishay Intertechnology (VSH) Introduces New Transient Voltage Suppressors

Vishay Intertechnology Inc. (NYSE:VSH) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

POET Tech (POET) Enters Strategic Joint Development, Supply Agreement with Lumilens

POET Technologies Inc. (NASDAQ:POET) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

Ambiq Micro (AMBQ) Reports Q1 2026 GAAP Net Sales of $25.1M

Ambiq Micro Inc. (NYSE:AMBQ) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

STMicroelectronics (STM) Introduces Next-Gen Ultralow-Power Global-Shutter Image Sensors

STMicroelectronics (NYSE:STM) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

Tower Semiconductor (TSEM) Signs $1.3B Silicon Photonics Customer Contracts for 2027 Revenue

Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the best performing semiconductor stocks so far in 2026.

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May 18 - News

NVIDIA Corporation (NVDA) Fell on Concerns Over the Sustainability of AI Infrastructure Capital Expenditure

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.

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May 18 - Hedge Fund Investor Letters, News

Baron Opportunity Fund’s Q1 2026 Investor Letter

Baron Capital, an investment management company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”.

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May 18 - Hedge Fund Investor Letters, News

IQVIA (IQV) Fell Despite Strong Fundamentals

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

Middle East Conflict Hurt LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY) in Q1

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

Broyhill Asset Management’s Leading Contributor: Valvoline (VVV)

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

Investors Reward Honeywell’s (HON) Focus on Its Pure-Play Automation Business

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

Broyhill Asset Management Sold Ball Corporation (BALL) as the Thesis Validated

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

Mattel (MAT) Slipped Due to Unexpected Incremental Spending

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.

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May 18 - Hedge Fund Investor Letters, News

Fortune Brands (FBIN) was Hurt by Near-Term Earnings Weakness And Leadership Uncertainty

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.

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May 18 - Hedge Fund Investor Letters, News

FedEx (FDX) Gained From Strong Execution in Q1

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.

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May 18 - Hedge Fund Investor Letters, News

8 Best Affordable AI Stocks to Buy Right Now

On May 12, Bloomberg reported that growing demand for artificial intelligence is causing substantial rises in infrastructure costs, with hyperscalers facing rising component pricing...

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May 18 - Hedge Funds, News

5 Best Affordable AI Stocks to Buy Right Now

In this article, we will take a look at the 5 Best Affordable AI Stocks to Buy Right Now.

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May 18 - News

Avantor (AVTR) Fell as Destocking Has Lasted Longer Than Expected

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

Broyhill Asset Management’s Q1 2026 Investor Letter

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

Avantor (AVTR) Slid on Lower Than Expected Guidance

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

What Makes Rayonier (RYN) an Inflation Hedge Investment?

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

10 Semiconductor Stocks with Highest Upside Potential Right Now 

On May 11, Eric Van Nostrand, Lazard Asset Management CIO, appeared on CNBC’s ‘Money Movers’ to talk about his inflation outlook, the health of the economy and markets, ...

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May 18 - Hedge Funds, News

5 Semiconductor Stocks with Highest Upside Potential Right Now

In this article, we will list the 5 Semiconductor Stocks with Highest Upside Potential Right Now.

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May 18 - News

Here’s Why CNH Industrial N.V. (CNH) Surged in Q1

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

Longleaf Partners Fund’s Q1 2026 Investor Letter

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter.

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May 18 - Hedge Fund Investor Letters, News

What Offers Immunome (IMNM) a Compelling Investment Opportunity?

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

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May 18 - Hedge Fund Investor Letters, News

Is Legacy Education (LGCY) Emerging as a Winner in Healthcare Education?

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

NeurAxis (NRXS) Climbs on Reimbursement and Guideline Momentum

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

Cencora (COR) Emerges as a Healthcare Leader with Robust Fundamentals and Strategic Re-Rating

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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May 18 - Hedge Fund Investor Letters, News

McKesson Corporation (MCK) Surged 50% on Strong Earnings Growth and Resilient Drug Distribution Model

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

May 18 - Hedge Fund Investor Letters, News

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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

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

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12 Best Nasdaq Stocks Under $20 to Buy Now

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