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Insider Monkey Blog

Jim Cramer Likes Seneca Foods (SENEA) But is Hoping For a Pullback

Jim Cramer sees Seneca Foods Corporation (NASDAQ:SENEA) as an attractive food stock after its sharp rally, but he wants investors to leave room for a further pullback.

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September 15 - Hedge Funds, News

Biogen (BIIB) and AbbVie (ABBV) Get Wolfe Upgrades—Which Pharma Stock Has More Upside?

Wolfe Research upgraded two prominent pharmaceutical companies to Outperform on August 13. The firm upgraded both Biogen Inc. (NASDAQ:BIIB) and AbbVie Inc.

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September 15 - Hedge Funds, News

Boeing (BA) and RTX (RTX) Gain From Pentagon Missile Buildup, But Is the Upside Priced In?

On August 14, the Pentagon announced framework agreements with The Boeing Company (NYSE:BA) and RTX Corporation (NYSE:RTX) to increase component production for the SM-3 Block ...

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September 15 - News

U.S. Steel and Materials Stocks Swing as U.S.-Canada Trade War Escalates With 50% Tariffs

Steel and materials markets fluctuated between rallies and pullbacks as the US-Canada trade relationship shifted from near agreement to open dispute.

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September 15 - Hedge Funds, News

Jim Cramer Says “Target’s Doing Better than Walmart Right Now”

Inquiring about Walmart Inc.

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September 15 - Hedge Funds, News

Jim Cramer on Arista (ANET) CEO: “She Is Money and the Company’s Fantastic”

During the September 10 episode of Mad Money, a caller inquired about Mad Money host Jim Cramer’s confidence that Arista Networks, Inc.

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September 15 - Hedge Funds, News

Jim Cramer Validates Caller’s $1,400 Micron (MU) Thesis, Doubles Down on Charitable Trust Position

On September 10, a caller outlined a detailed financial thesis showing Micron Technology, Inc. (NASDAQ:MU) reaching $1,400 and asked whether the analysis held water.

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September 15 - Hedge Funds, News

What American Eagle’s (AEO) Q2 Numbers Say Beyond the Tariff Refund Boost

On September 9, American Eagle Outfitters Inc. (NYSE:AEO) revealed results for its fiscal 2026 second quarter.

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September 15 - Hedge Funds, News

United Natural Foods’ (UNFI) Path to Profitability–What Lies Ahead

On September 8, United Natural Foods Inc. (NYSE:UNFI) announced its fourth quarter and full FY26 results.

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September 15 - Hedge Funds, News

Imperial Petroleum (IMPP) Posts Robust Q2 Topline Growth Despite Soft Fleet Utilization

On September 10, Imperial Petroleum Inc.

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September 15 - Hedge Funds, News

Dell Technologies (DELL) Rallies on Bullish RBC Outlook: Is the Stock a Buy?

On September 11, Dell Technologies Inc.

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September 15 - Hedge Funds, News

Lovesac (LOVE) Target Cut by Canaccord, Analysts See 40% Upside

On September 10, Canaccord cut its price target for The Lovesac Company (NASDAQ:LOVE) from $22 to $20 but maintained its Buy rating on the stock.

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September 15 - Hedge Funds, News

H&R Block (HRB) Uses AI to Drive Value

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.

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September 15 - Hedge Fund Investor Letters, News

Alibaba’s (BABA) Short-Term Capex Drag Creates a 30% Valuation Discount

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.

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September 15 - Hedge Fund Investor Letters, News

Zumiez (ZUMZ) Falls on Weak Results and Lower Outlook, But Is the Selloff Overdone?

On September 10, Zumiez Inc.

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September 15 - Hedge Funds, News

Why Alluvium Bought Copart (CPRT) Despite the Long-Term Autonomous Driving Risk 

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.

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September 15 - Hedge Fund Investor Letters, News

Pfizer (PFE), Valneva (VALN) Lyme Vaccine Moves to EMA Review Despite Phase 3 Caveat

Pfizer Inc.

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September 15 - Hedge Funds, News

Conventum – Alluvium Global Fund’s Q2 2026 Investor Letter 

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter.

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September 15 - Hedge Fund Investor Letters, News

How UnitedHealth (UNH) Leads the AI Revolution in the Insurance Industry 

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 15 - Hedge Fund Investor Letters, News

Why Kroger Co. (KR) Could Be a Consumer Staples Comeback Story

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 15 - Hedge Fund Investor Letters, News

How Caterpillar (CAT) Drives Sector-Leading Performance Beyond AI Models

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 15 - Hedge Fund Investor Letters, News

Gates Industrial (GTES) Benefits From AI Growth Without Being an AI Stock 

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 15 - Hedge Fund Investor Letters, News

Auxier Asset Management’s Q2 2026 Investor Letter 

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter.

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September 15 - Hedge Fund Investor Letters, News

How Allison Transmission Holdings (ALSN) is Capturing New Markets Beyond Commercial Vehicles

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.

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September 15 - Hedge Fund Investor Letters, News

The Fund’s Largest Relative Detractor: Unowned Advanced Micro Devices (AMD)

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.

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September 15 - Hedge Fund Investor Letters, News

Seagate Technology (STX): The Primary Beneficiary of the AI Driven HDD Demand

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.

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September 15 - Hedge Fund Investor Letters, News

Western Digital (WDC): The Fund’s Top Relative Contributor

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.

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September 15 - Hedge Fund Investor Letters, News

Fidelity Dividend Growth Fund’s Q2 2026 Investor Letter

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”.

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September 15 - Hedge Fund Investor Letters, News

Is First Citizens BancShares (FCNCA) an Undervalued Opportunity?

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.

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September 15 - Hedge Fund Investor Letters, News

International Trading Institute Expands Professional Trader Development Beyond the Master’s in Trading

Barcelona, Spain, September 15th, 2026, FinanceWire The International Trading Institute (ITI) has expanded its education offering beyond its flagship Master’s in Trading, creating...

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September 15 - Press Releases

Jim Cramer Questions TJX After Marmaxx Stumbles

Jim Cramer raised concerns about The TJX Companies, Inc.

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September 15 - Hedge Funds, News

Citi’s 11%+ RoTCE Target Signals Stronger Capital Efficiency

Citigroup Inc.

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September 15 - Hedge Funds, News

Lilly’s Foundayo Quickly Gains Ground in the Oral Weight-Loss Market

Eli Lilly and Company (NYSE:LLY) says its newly launched oral obesity drug Foundayo has captured more than 30% of new U.S.

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September 15 - Hedge Funds, News

Abbott Faces $384 Million Cost as Infant Formula Legal Risks Persist

Abbott Laboratories (NYSE:ABT) has agreed to pay more than $384 million to resolve U.S.

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September 15 - Hedge Funds, News

Bank of America Warns of 10%+ Drop in Q3 Investment Banking Fees

Bank of America Corporation (NYSE:BAC) expects third-quarter investment banking fees to fall by at least 10% year over year, which highlights a broader normalization across capital...

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September 15 - Hedge Funds, News

BioNTech’s Lung Cancer Drug Shows Signs of a Major Breakthrough

BioNTech SE (NASDAQ:BNTX) reported that its investigational lung-cancer drug gotistobart produced a clinically meaningful overall-survival benefit in the Phase 3 PRESERVE-003 ...

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September 15 - Hedge Funds, News

From Novo Nordisk to ‘Novo’: A Strategic Reset Amid Rising Lilly Pressure

Novo Nordisk A/S (NYSE:NVO)'s decision to rebrand its day-to-day identity as “Novo” and launch a cultural reset is primarily a strategic response to the company’s loss of...

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September 15 - Hedge Funds, News

ASML Eyes 110+ EUV Tools in 2028 as AI Chip Demand Accelerates

ASML Holding N.V.

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September 15 - Hedge Funds, News

Why Rentokil Initial’s (RTO) Discount to Rollins Could Narrow

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.

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September 15 - Hedge Fund Investor Letters, News

Kimberly-Clark Moves to Clear EU Hurdle with Kenvue Asset Sales

Kimberly-Clark Corporation (NASDAQ:KMB) is preparing asset sales to address EU antitrust concerns surrounding its planned $40 billion acquisition of Kenvue, according to Reuters...

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September 15 - Hedge Funds, News

Oracle Adds $700 Million to the Cost of its AI Transformation

Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up...

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September 15 - Hedge Funds, News

Nvidia’s Anthropic Investment: Securing AI Demand Amid Rising Competition

On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in...

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September 15 - Hedge Funds, News

Apollo and J&J Face a High-Stakes Orthopedics Deal

Apollo Global Management, Inc.

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September 15 - Hedge Funds, News

AstraZeneca’s Oncology Engine Faces a Key Test After Camizestrant Miss

AstraZeneca PLC (NYSE:AZN)'s breast cancer pill Etcamah (camizestrant) failed to meet the primary endpoint in the Phase III SERENA-4 trial, dealing a setback to one of the company...

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September 15 - Hedge Funds, News

GSK Cuts 641 Jobs in Vaccine Manufacturing Restructuring

GSK plc (NYSE:GSK) plans to close its vaccine manufacturing facility in Dresden, Germany, by summer 2027, putting 641 jobs at risk.

Keep Reading →

September 15 - Hedge Funds, News

Kroger Under Pressure as Shoppers Become More Price-Sensitive

The Kroger Co.

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September 15 - Hedge Funds, News

Colgate-Palmolive Seeks Value Through Portfolio Reshaping

Colgate-Palmolive Company (NYSE:CL) is reportedly exploring the sale of several mass-market personal care brands, including Softsoap, Irish Spring and Speed Stick, in a portfolio...

Keep Reading →

September 15 - Hedge Funds, News

Strong Volume Growth and Intact Pricing Lifted Masco Corporation (MAS) in Q2

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.

Keep Reading →

September 15 - Hedge Fund Investor Letters, News

Broyhill Maintains Confidence in ServiceNow (NOW). Here’s Why

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.

Keep Reading →

September 15 - Hedge Fund Investor Letters, News

Inside Broyhill’s Bearish Exit of Accenture (ACN)

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.

Keep Reading →

September 15 - Hedge Fund Investor Letters, News

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10 Best Growth Stocks to Buy Now According to Billionaires

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10 Best AI Energy Stocks to Buy in 2026

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10 Best AI Stocks to Buy Before They Explode

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10 Best Cloud Computing Stocks to Buy According to Billionaires

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11 Best AI Penny Stocks to Buy According to Hedge Funds

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10 Stocks With High Short Interest and Improving Fundamentals

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10 Fastest-Growing Grid Construction Stocks to Buy Now

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10 Best Return on Equity (ROE) Stocks to Buy

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10 Best Uranium Stocks to Buy for the AI and Electrification Boom

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11 Overlooked AI Stocks to Buy Right Now

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10 High Beta Stocks With Strong Revenue Growth

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10 Most Popular AI Penny Stocks to Buy Under $2

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10 Most Popular AI Penny Stocks Under $5 to Buy Now

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10 Stocks With New Strategic Partnerships Investors Should Watch

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10 Best AI Stocks to Buy Under $25

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11 AI Stocks That Will Go to the Moon

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Top 10 AI Stocks That Will Skyrocket

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11 Largest Uranium Producing Countries in the World

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12 Fastest Declining Economies in the World in 2026

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10 Most Popular Stocks on Robinhood in 2026

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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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9 High Growth Small Cap Stocks That Are Profitable

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15 High Growth Mid-Cap Stocks to Buy

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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

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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

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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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