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Insider Monkey Blog

Jim Cramer Says “We Need More Winners, But It’s Just Alphabet”

“Almost every single tech company I follow has a monstrous set of rivals spending tens of billions of dollars to dominate the particular industry.

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December 19 - News

Jim Cramer Says Microsoft “Requires Mass Spending” to Keep Azure Competitive

“All these big tech companies live in fear of that. They believe that whoever wins AI could potentially win everything else, too.

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December 19 - News

Jim Cramer on Meta: “Kind of Ridiculously Cheap If You Like the Management as Much as I Do”

“Meta is interesting. It’s up almost 11% for the year, not much, but better than Amazon. Stock sells for 22 times next year’s earnings.

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December 19 - News

Jim Cramer Says “Amazon’s Strategy is Not Spend to Win, It’s Spend to Defend”

Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer recently discussed.

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December 19 - News

Jim Cramer Weighs in on Tech Stocks Like NVIDIA

“Understand, I’m not trying to say that tech stocks can’t be owned here. We own a bunch of them for the Charitable Trust, we always have, along with NVIDIA and Broadcom.

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December 19 - News

Jim Cramer on Procter & Gamble: “It’s Cheaper Than I Can Ever Recall”

The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the company’s R&D investments during the episode.

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December 19 - News

Hedge Fund and Insider Trading News: Ken Griffin, Warren Buffett, Israel Englander, Viking Global, Point72 Asset Management, Heartflow Inc (HTFL), Teva Pharmaceutical Industries Ltd (TEVA), and More

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

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December 19 - Hedge Funds, Insider Trading

14 Best S&P 500 Stocks to Buy Now

The downturn has been sparked by reports of a prominent Oracle investor exiting from one of its data center projects.

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December 19 - Hedge Funds, News

Jim Cramer Was Bullish on 10 Stocks Due to Share Buyback Activity

Jim Cramer, the host of Mad Money, on Wednesday shared what he called his best “buyback monsters,” explaining that these companies can offer investors a path to earnings growth...

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December 19 - News

Sunrun (RUN) Jumps 6.2% as Analyst Bullish for 2026 Despite Industry Headwinds

Sunrun grew its share prices by 6.21 percent to close at $18.14 apiece as investors took heart from an investment firm’s bullish outlook for next year despite headwinds from...

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December 19 - News

Lam Research (LRCX) Surges 6.27% as 3 Firms Turn Bullish

Lam Research snapped a two-day losing streak on Thursday, jumping 6.27 percent to close at $164.70 apiece as investor sentiment was boosted by bullish ratings and price target...

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December 19 - News

AST SpaceMobile (ASTS) Climbs 6.6% Ahead of Next-Gen Satellite Launch

AST SpaceMobile rebounded by 6.58 percent on Thursday to close at $65.93 apiece as investors repositioned their portfolios ahead of the upcoming launch of its next-generation ...

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December 19 - News

Almonty Industries (ALM) Rallies 6.6% as Firm Nears Commercial Ops in Korea Mine

Almonty Industries jumped by 6.64 percent on Thursday to close at $8.35 apiece as investors loaded portfolios ahead of the looming start of commercial operations of its mine site...

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December 19 - News

Core Scientific (CORZ) Gets 7.3% Boost from ‘Buy’ Reco

Core Scientific snapped a four-day losing streak on Thursday, jumping 7.30 percent to close at $14.56 apiece as investors took heart from an investment firm’s “buy” recommendation...

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December 19 - News

Applied Digital (APLD) Rebounds 8.6% on $100-Million Fundraising

Applied Digital bounced back by 8.64 percent on Thursday to close at $23.90 apiece as investors cheered its successful raising of $100 million in fresh funds from a loan facility...

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December 19 - News

Micron Technology (MU) Soars 10% on Stellar Earnings, Record 2026 Outlook

Micron Technology snapped a five-day losing streak on Thursday, jumping 10.12 percent to close at $248.55 apiece as investors took heart from its stellar earnings performance ...

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December 19 - News

Rocket Lab (RKLB) Climbs 11% on Successful Launches for US Space Force

At 12:03 AM EST on the same day, Rocket Lab Corp.

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December 19 - News

Rivian (RIVN) Hits Record High on Analyst Bullish Rating, PT

Rivian Automotive ended two days of losses on Thursday to hit a new 52-week high as investors took path from an investment firm’s bullish rating and price target upgrade for...

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December 19 - News

Trump Media (DJT) Skyrockets 42% on $6-Billion Merger Plan

Trump Media soared by 41.93 percent on Thursday to close at $14.86 apiece as investors repositioned portfolios following news that it was set to merge with TAE Technologies, Inc...

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December 19 - News

Jim Cramer Shed Light on These 22 Stocks

“Owning stocks, picking stocks, figuring out the odds of something good happening, all that is integral to the process of making money.

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December 19 - News

12 Best Stocks to Buy and Hold for 2026

The AI trade is said to be entering its third phase, which is the application and agentic model phase, in 2026.

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December 19 - Hedge Funds, News

CoreWeave (CRWV)’s CEO is Going to Turn Out to be Right, Says Jim Cramer

CoreWeave, Inc. (NASDAQ:CRWV) is one of the most important players in the AI industry since it provides computing infrastructure to AI software firms.

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December 19 - News

Linde (LIN) Isn’t Seeing US Reshoring, Says Jim Cramer

Linde plc (NASDAQ:LIN) is one of the largest industrial gas companies in the world. The firm has struggled recently, primarily due to weakness in the European economy.

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December 19 - News

President Trump’s Supreme Court Tariff Case Is Seeing People Recommend Gap (GAP), Says Jim Cramer

The Gap, Inc. (NYSE:GAP) is a well-known American apparel retailer. Its shares are up by 15% year-to-date but have spent a tumultuous time on the market.

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December 19 - News

I’ll Play, Says Jim Cramer About Bristol-Myers (BMY)

Bristol-Myers Squibb Company (NYSE:BMY) is one of the largest pharmaceutical companies in the world. The firm has seen some attention from analysts in December.

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December 19 - News

Pfizer (PFE) CEO’s Struggling Because Of “a Good Hand,” Says Jim Cramer

Pfizer Inc. (NYSE:PFE)’s shares are down by 5.90% year-to-date, and December has been a tumultuous month for them.

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December 19 - News

Merck (MRK)’s CEO Has a “Better Hand,” Says Jim Cramer

Merck & Co., Inc. (NYSE:MRK) is one of the largest pharmaceutical companies in the world.

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December 19 - News

Jim Cramer Couldn’t Stop Gushing About Johnson & Johnson (JNJ)’s Cancer Drugs

Healthcare giant Johnson & Johnson (NYSE:JNJ) factored into the discussion after Cramer and his co-hosts discussed Pfizer and Merck.

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December 19 - News

Oracle (ORCL)’s Going to Bend to the Bond Market’s Will, Says Jim Cramer

Oracle Corporation (NYSE:ORCL) has shaped up to be one of the most important stocks when it comes to AI.

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December 19 - News

Meta (META)’s Data Center is a “Big, Hard Thing to Do,” Says Jim Cramer

As is the case with other technology giants, Meta Platforms, Inc. (NASDAQ:META) has positioned itself to be a key player in the AI race.

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December 19 - News

Ford (F)’s Latest Announcement Was “Very Positive,” Says Jim Cramer

Ford Motor Company (NYSE:F)’s shares are up by 37.9% year-to-date.

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December 19 - News

Southwest Airlines (LUV) Told a Good Story, Says Jim Cramer

Southwest Airlines Co. (NYSE:LUV)’s shares are up by 22.8% year-to-date. The gains have primarily come on the back of a 31.5% run since November 20th. Southwest Airlines Co.

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December 19 - News

“It’s About AWS,” Says Jim Cramer About Amazon.com (AMZN)

Amazon.com, Inc. (NASDAQ:AMZN) is a key player in the AI industry due to several factors.

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December 19 - News

What Makes SAP (SAP) an Investment Bet?

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded...

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December 19 - Hedge Fund Investor Letters, News

Aoris International Fund Sold Copart (CPRT) in Q3

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded...

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December 19 - Hedge Fund Investor Letters, News

Aoris International Fund Has a Positive Outlook on Accenture (ACN)

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded...

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December 19 - Hedge Fund Investor Letters, News

Amphenol Corporation (APH): Aoris International Fund’s Strongest Performer in Q3

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded...

Keep Reading →

December 19 - Hedge Fund Investor Letters, News

FactSet Research Systems Inc. (NYSE:FDS) Q1 2026 Earnings Call Transcript

FactSet Research Systems Inc. (NYSE:FDS) Q1 2026 Earnings Call Transcript December 18, 2025FactSet Research Systems Inc. beats earnings expectations.

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December 19 - News, Transcripts

Accenture plc (NYSE:ACN) Q1 2026 Earnings Call Transcript

Operator: Good morning. Thank you for standing by. Welcome to Accenture's First Quarter Fiscal 2026 Conference Call. At this time, participants will be in listen-only mode.

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December 19 - News, Transcripts

CarMax, Inc. (NYSE:KMX) Q3 2026 Earnings Call Transcript

Operator: Thank you for your continued patience. Your meeting will begin shortly.

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December 19 - News, Transcripts

FuelCell Energy, Inc. (NASDAQ:FCEL) Q4 2025 Earnings Call Transcript

FuelCell Energy, Inc. (NASDAQ:FCEL) Q4 2025 Earnings Call Transcript December 18, 2025FuelCell Energy, Inc. beats earnings expectations.

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December 19 - News, Transcripts

Darden Restaurants, Inc. (NYSE:DRI) Q2 2026 Earnings Call Transcript

Darden Restaurants, Inc. (NYSE:DRI) Q2 2026 Earnings Call Transcript December 18, 2025Darden Restaurants, Inc. misses on earnings expectations.

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December 19 - News, Transcripts

Altigen Communications, Inc. (OTC:ATGN) Q1 2026 Earnings Call Transcript

Operator: Good afternoon. Thank you for holding. Your conference will begin in just a couple of Please remain on the line. Your conference will begin very shortly.

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December 19 - News, Transcripts

Mission Produce, Inc. (NASDAQ:AVO) Q4 2025 Earnings Call Transcript

Mission Produce, Inc. (NASDAQ:AVO) Q4 2025 Earnings Call Transcript December 18, 2025Mission Produce, Inc. beats earnings expectations.

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December 19 - News, Transcripts

Scholastic Corporation (NASDAQ:SCHL) Q2 2026 Earnings Call Transcript

Scholastic Corporation (NASDAQ:SCHL) Q2 2026 Earnings Call Transcript December 18, 2025Scholastic Corporation beats earnings expectations.

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December 19 - News, Transcripts

Cintas Corporation (NASDAQ:CTAS) Q2 2026 Earnings Call Transcript

Cintas Corporation (NASDAQ:CTAS) Q2 2026 Earnings Call Transcript December 18, 2025Cintas Corporation beats earnings expectations.

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December 19 - News, Transcripts

FedEx Corporation (NYSE:FDX) Q2 2026 Earnings Call Transcript

Operator: Good day. And welcome to the FedEx Second Quarter Fiscal 2026 Earnings Call. All participants are in listen-only mode.

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December 19 - News, Transcripts

BlackBerry Limited (NYSE:BB) Q3 2026 Earnings Call Transcript

Operator: Afternoon, and welcome to the BlackBerry third quarter fiscal year 2026 results conference call.

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December 19 - News, Transcripts

Worthington Steel, Inc. (NYSE:WS) Q2 2026 Earnings Call Transcript

Operator: Good morning, and welcome to Worthington Steel's Second Quarter Fiscal Year 2026 Earnings Call. All lines have been placed on mute to prevent any background noise.

Keep Reading →

December 19 - News, Transcripts

Enerpac Tool Group Corp. (NYSE:EPAC) Q1 2026 Earnings Call Transcript

Eric: Thank you for standing by. My name is Eric, and I will be your conference operator today.

Keep Reading →

December 19 - News, Transcripts

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