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Insider Monkey Blog

Illustrating Minot Light Capital Partners’ Investment Process: Stran & Company (SWAG) in Focus

Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter can be downloaded here.

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December 24 - Hedge Fund Investor Letters, News

Here’s Why Lucid Diagnostics (LUCD) Declined in Q3

Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter can be downloaded here.

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December 24 - Hedge Fund Investor Letters, News

10 Stocks on Jim Cramer’s Radar

In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed OpenAI's valuation after media reports suggested that the firm was trying to raise $100 billion in ...

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December 24 - News

Here’s What Hit Torrid Holdings (CURV) in Q3

Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter can be downloaded here.

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December 24 - Hedge Fund Investor Letters, News

7 Best Rising Tech Stocks to Buy Now

Amid a technology stocks rally that continues to extend, investors cannot help but ask whether the sector can keep surging after such a strong run.

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December 24 - Hedge Funds, News

What Makes Arq (ARQ) a Worthy Holding?

Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter can be downloaded here.

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December 24 - Hedge Fund Investor Letters, News

What Creates a Long-Term Growth Opportunity for ClearPoint Neuro (CLPT)?

Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter can be downloaded here.

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December 24 - Hedge Fund Investor Letters, News

The RealReal (REAL): Minot Light Capital Partners’ Top Contributor

Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter can be downloaded here.

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December 24 - Hedge Fund Investor Letters, News

Minot Light Capital Partners’ Q3 2025 Investor Letter

Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter.

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December 24 - Hedge Fund Investor Letters, News

Alphabet (GOOG): AI Loser To a Potential Winner

Janus Henderson Investors, an investment management company, released its third-quarter 2025 investor letter for its “Janus Henderson Global Technology and Innovation Fund”.

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December 24 - Hedge Fund Investor Letters, News

Here’s How Lam Research Corporation (LRCX) is Benefitting from AI

Janus Henderson Investors, an investment management company, released its third-quarter 2025 investor letter for its “Janus Henderson Global Technology and Innovation Fund”.

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December 24 - Hedge Fund Investor Letters, News

Here’s Janus Henderson Global Technology and Innovation Fund’s Views on Amazon.com (AMZN)

Janus Henderson Investors, an investment management company, released its third-quarter 2025 investor letter for its “Janus Henderson Global Technology and Innovation Fund”.

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December 24 - Hedge Fund Investor Letters, News

Janus Henderson Global Technology and Innovation Fund’s Q3 2025 Investor Letter

Janus Henderson Investors, an investment management company, released its third-quarter 2025 investor letter for its “Janus Henderson Global Technology and Innovation Fund”.

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December 24 - Hedge Fund Investor Letters, News

What Makes Brookfield Corp. (BN) an Interesting Stock?

Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2025 investor letter.

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December 24 - Hedge Fund Investor Letters, News

Watsco (WSO) Reported Mixed Performance in Q3

Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2025 investor letter.

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December 24 - Hedge Fund Investor Letters, News

Wedbush Calls Microsoft (MSFT) a Core AI Winner With $625 Price Target

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

Why BMO Sees Alphabet (GOOGL) Benefiting From Expanding AI Cloud Commitments

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

Nvidia (NVDA) Tests Path Back Into China With H200 AI Chip Plans

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

Citizens Stays Constructive on Oracle (ORCL) Amid Investor Confusion on OCI

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

Tesla (TSLA) Draws Wall Street Attention on Driverless Testing in Austin

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

Why Truist Sees Salesforce (CRM) Positioned for AI-Driven Growth

Salesforce, Inc. (NYSE:CRM) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

Citi Adds Positive Catalyst Watch on Marvell (MRVL) Ahead of CES 2026

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

Wedbush Lifts Rivian (RIVN) Price Target Ahead of R2 Launch

Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

Five9 (FIVN) in Focus as Analysts Push Back on Bearish Tech Concerns

Five9, Inc. (NASDAQ:FIVN) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

H.C. Wainwright Reaffirms Buy on WhiteFiber (WYFI) Following Nscale Agreement

WhiteFiber, Inc. (NASDAQ:WYFI) is one of the AI Stocks Making Waves on Wall Street. On December 22, H.C.

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December 24 - News

Why Oppenheimer Sees Serve Robotics (SERV) as a Physical AI Leader

Serve Robotics Inc. (NASDAQ:SERV) is one of the AI Stocks Making Waves on Wall Street.

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December 24 - News

LyondellBasell Cut to Equal Weight in Broad Wells Fargo Sector Reset

On December 19, Wells Fargo analyst Michael Sison cut LyondellBasell Industries N.V. (NYSE:LYB) to Equal Weight from Overweight and lowered the price target to $45 from $55.

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December 23 - News

Perrigo (PRGO) Target Reduced as JPMorgan Refreshes Estimates

On December 15, JPMorgan lowered its price target on Perrigo Company plc (NYSE:PRGO) to $18 from $20 and kept a Neutral rating on the stock.

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December 23 - News

Bank of America Trims Altria (MO) Target While Keeping Buy Rating

On December 19, Bank of America analyst Lisa Lewandowski lowered the firm’s price target on Altria Group, Inc. (NYSE:MO) to $64 from $66.

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December 23 - News

Morgan Stanley Downgrades Enterprise Products (EPD) as Growth Story Fades

On December 18, Morgan Stanley downgraded Enterprise Products Partners L.P. (NYSE:EPD) to Underweight from Equal Weight and set a $34 price target.

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December 23 - News

UPS Volume Outlook Improves Modestly in Bank of America Update

On December 18, Bank of America analyst Ken Hoexter raised the firm’s price target on United Parcel Service, Inc. (NYSE:UPS) to $99 from $95.

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December 23 - News

Evercore ISI Trims NNN Target as NAREIT Signals Turn Mixed

On December 15, Evercore ISI lowered its price target on NNN REIT, Inc. (NYSE:NNN) to $43 from $44 and maintained an In Line rating.

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December 23 - News

Franklin Resources (BEN) Raises Dividend Again, Expands Share Buyback Program

On December 17, Franklin Resources, Inc. (NYSE:BEN) declared a quarterly cash dividend of $0.33 per share.

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December 23 - News

Wells Fargo Sees Prolonged Trough Conditions for Chemicals, Downgrades EMN

On December 19, Wells Fargo downgraded Eastman Chemical Company (NYSE:EMN) to Equal Weight from Overweight. The firm kept its price target unchanged at $70.

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December 23 - News

Bank of America Cuts Clorox (CLX) Target as Consumer Staples Face 2026 Uncertainty

On December 19, Bank of America analyst Anna Lizzul lowered the firm’s price target on The Clorox Company (NYSE:CLX) to $110 from $125 and kept a Neutral rating on the stock...

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December 23 - News

T. Rowe (TROW) Price Sees Modest Target Increase as Near-Term Pressures Persist

On December 17, Morgan Stanley raised its price target on T. Rowe Price Group, Inc. (NASDAQ:TROW) to $128 from $126 and maintained an Equal Weight rating on the stock.

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December 23 - News

Prudential (PRU) Starts at Neutral as Mizuho Launches Broad Insurance Coverage

On December 16, Mizuho analyst Yaron Kinar initiated coverage of Prudential Financial, Inc. (NYSE:PRU) with a Neutral rating and a $125 price target.

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December 23 - News

Bristol-Myers (BMY) Offers Eliquis Free to Medicaid Patients Under New Pricing Pact

Several of the largest US and European drugmakers struck agreements with President Donald Trump on December 19 to voluntarily lower the prices of certain medicines.

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December 23 - News

Evercore ISI Trims MAA Target as NAREIT Highlights Mixed REIT Signals

On December 15, Evercore ISI trimmed its price target on Mid-America Apartment Communities, Inc. (NYSE:MAA) to $143 from $144 and kept an In Line rating on the stock.

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December 23 - News

Regency Centers (REG) Rating Adjusted in JPMorgan’s 2026 Outlook

On December 18, JPMorgan analyst Michael Mueller downgraded Regency Centers Corporation (NASDAQ:REG) to Neutral from Overweight. The price target moved down to $76 from $81.

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December 23 - News

UBS Makes Modest Price Target Increase on Pinnacle West (PNW)

During the company’s third-quarter 2025 earnings call, management laid out plans for a new generation site near Gila Bend.

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December 23 - News

Mizuho Says Evergy’s (EVRG) Regulatory Gains are Already Priced in

On December 18, Mizuho analyst Anthony Crowdell cut Evergy, Inc. (NASDAQ:EVRG) to Neutral from Outperform and lowered the price target to $76 from $86.

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December 23 - News

Wall Street Has a Consensus Hold Rating on Textron Inc. (TXT)

Textron Inc. (NYSE:TXT) is among the 7 Best Defense Dividend Stocks to Buy.

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December 23 - News

Is Huntington Ingalls Industries, Inc. (HII) the Best Defense Dividend Stock to Buy?

Huntington Ingalls Industries, Inc. (NYSE:HII) is among the 7 Best Defense Dividend Stocks to Buy.

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December 23 - News

General Dynamics Corporation (GD): A Dividend Aristocrat

On December 19, JP Morgan lifted its price target on the stock to $385 from $380, while maintaining an Overweight rating on the shares.

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December 23 - News

Analysts See a 19% Upside to Northrop Grumman Corporation (NOC)

On December 16, Morgan Stanley’s Kristine Liwag cut the firm’s price target on the stock to $714 from $720, while maintaining an Overweight rating on the shares.

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December 23 - News

L3Harris Technologies, Inc. (LHX) Wins $843M Contract For Missile Tracking Satellites

L3Harris Technologies, Inc. (NYSE:LHX) is among the 7 Best Defense Dividend Stocks to Buy.

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December 23 - News

Curtiss-Wright Corporation (CW) a Moderate Buy, Per Wall Street Analysts

Curtiss-Wright Corporation (NYSE:CW) is among the 7 Best Defense Dividend Stocks to Buy.

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December 23 - News

JP Morgan Downgrades Lockheed Martin Corporation (LMT) Citing Cash Flow Concerns

Lockheed Martin Corporation (NYSE:LMT) is among the 7 Best Defense Dividend Stocks to Buy.

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December 23 - News

Hedge Fund and Insider Trading News: Nelson Peltz, Alan Howard, Warren Buffett, Balyasny Asset Management, Citadel Investment Group, Salesforce Inc (CRM), Medline Inc (MDLN), and More

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

Keep Reading →

December 23 - Hedge Funds, Insider Trading

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25 Countries with the Highest Debt to GDP Ratios

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 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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9 High Growth Small Cap Stocks That Are Profitable

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20 Most Profitable Stocks of the Last 20 Years

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15 High Growth Mid-Cap Stocks to Buy

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Top 10 Oncology Stocks to Buy Now

10 Best Investments During A Recession

10 Best Investments During A Recession

7 Best Rare Earth Stocks to Buy According to Hedge Funds

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

20 US Cities with the Highest Homeless Population Per Capita

20 US Cities with the Highest Homeless Population Per Capita

20 Countries with the Highest Homeless Population

20 Countries with the Highest Homeless Population

12 Countries with the Highest Bond Yields in the World

12 Countries with the Highest Bond Yields in the World

20 Countries with the Most Battle Tanks in the World

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

20 Countries with the Strongest Armies in the World

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

20 Countries With The Best English Accent in The World

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

20 Countries with the Best Economy in the World in 2024

20 Countries with the Best Economy in the World in 2024

30 Cheapest Countries in the World in 2024

30 Cheapest Countries in the World in 2024

15 Healthiest Countries in Europe

15 Healthiest Countries in Europe

15 Healthiest Countries In Africa

15 Healthiest Countries In Africa

25 Most Tropical Cities in the US

25 Most Tropical Cities in the US

15 Most Underrated States in the US

15 Most Underrated States in the US

13 Best Cheap Perfumes for Women That Smell Amazing

13 Best Cheap Perfumes for Women That Smell Amazing

Best Cheap Perfume for Women That Smells Amazing

Best Cheap Perfume for Women That Smells Amazing

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