Ken Fisher Added to Cisco and Palo Alto Networks. Their AI Security Bets Face Different Tests
Ken Fisher’s latest disclosed positions put two different approaches to AI infrastructure and security in the same portfolio. Cisco Systems, Inc.
Insider Monkey Blog
ABM Industries’ (ABM) Cash Flow Jump Masks A Split Business Story
On September 8, ABM Industries (NYSE:ABM) told investors that a business famous for grinding out steady, unglamorous cash flow had rediscovered exactly that.
Dan Loeb’s Third Point Increased Its Reported Hut 8 Stake and Disclosed Riot Debt Exposure
Dan Loeb’s Third Point disclosed exposure to Hut 8 Corp. (NASDAQ:HUT) and Riot Platforms, Inc. (NASDAQ:RIOT) in its latest quarterly filing.
Netskope’s (NTSK) AI Security Push Is Already Paying Off
On September 2, Netskope (NASDAQ:NTSK) turned in a second quarter that answered the question hanging over every young cybersecurity name: can the growth actually hold up? Annual...
Destination XL’s (DXLG) Profit Surge Can’t Outrun Its Traffic Problem
On September 9, Destination XL Group (NASDAQ:DXLG) reported second-quarter results that tell two different stories depending on which line you read.
Nano-X (NNOX) Imaging Slashes Costs As Cash Clock Keeps Ticking
On September 9, Nano-X Imaging (NASDAQ:NNOX) held its second-quarter earnings call, and the message was blunt: growth is real, but so is the cash burn.
Caleres (CAL) Stock Lags Behind Its Brand Portfolio’s Surge
On September 9, Caleres (NYSE:CAL) held its second-quarter earnings call, and the numbers told two very different stories under one roof.
Is Zscaler (ZS)’s Depressed Stock Opportunity Or Warning? Answer May Lie in Emerging AI Security Business
Cybersecurity company Zscaler, Inc. (NASDAQ:ZS) delivered solid results in the latest quarter.
Perma-Pipe’s (PPIH) Middle East Bet Just Got A Lot More Real
On September 9, Perma-Pipe International Holdings (NASDAQ:PPIH) reported second-quarter results that showed a company stretching well past its traditional turf.
Eli Lilly’s (LLY) GLP-1 Growth Made It a Core “Running Back” Stock for Jim Cramer
During the Mad Money episode aired on September 8, Jim Cramer highlighted Eli Lilly and Company (NYSE:LLY) as a top-tier compounder driven by its booming GLP-1 weight-loss and...
Jim Cramer Calls Applied Materials (AMAT) a Long-Term Buy
On September 9, a caller asked what Mad Money host Jim Cramer thinks of having Applied Materials, Inc. (NASDAQ:AMAT) as a long-term hold.
Jim Cramer Flags Casey’s (CASY) as a Warning Sign for Consumer Spending
During the September 9 episode of Mad Money, Jim Cramer called Casey's General Stores, Inc.
Jim Cramer Dismisses Grab Holdings (GRAB) as a $3 Spec
During the September 8 episode of Mad Money, a caller asked about Grab Holdings Limited (NASDAQ:GRAB), highlighting its Southeast Asian ride-hailing and food delivery model, growing...
Jim Cramer Said Robinhood Markets (NASDAQ:HOOD) Just Keeps On Growing
Financial markets platform Robinhood Markets (NASDAQ:HOOD) is one of Cramer's favorite stocks.
Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print
Oracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics are more important than the headline.
Jim Cramer Discusses Adobe Inc. (NASDAQ:ADBE) & “False” Cuts
For a stock that is down by more than 27% over the past year, Adobe Inc. (NASDAQ:ADBE)'s shares were a breath of fresh air on Friday as they closed 1.4% higher.
Jim Cramer Prefers Nucor (NUE) Over Reliance (RS)
During the lightning round of the September 8 episode, a caller mentioned that they think that Reliance, Inc.
Jim Cramer Explains Why SpaceX (SPCX) Is His New Fantasy Flex Player
Continuing to build out his fantasy stock lineup on the September 8 episode of Mad Money, Jim Cramer turned his attention to Space Exploration Technologies Corp.
Jim Cramer on Why Marvell (MRVL) Plunged
Marvell Technology, Inc. (NASDAQ:MRVL) delivered a quarterly beat and raised its revenue outlook, yet the stock plunged more than 10% the following day.
Jim Cramer Explains Why He Added Hinge Health (HNGE) to His Fantasy Lineup
Expanding his fantasy stock lineup on Mad Money’s episode aired on September 8, Jim Cramer turned his focus to digital healthcare provider Hinge Health, Inc.
Ford Vs General Motors – Here’s What Jim Cramer Said
Cramer often discussed Ford Motor Company (NYSE:F) and General Motors Company (NYSE:GM) in the same breath.
Jim Cramer Couldn’t Blame Anyone Who Held These Two Elon Musk Stocks
Cramer discussed Tesla, Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp. (NASDAQ:SPCX) in the context of the firms CEO, Elon Musk.
Jim Cramer Compares Dell (DELL) to Dallas Cowboys Star CeeDee Lamb
During the September 8 episode of Mad Money, Jim Cramer compared Dell Technologies Inc. (NYSE:DELL) to Dallas Cowboys star wide receiver CeeDee Lamb.
Jim Cramer Might Come Back To This AI Stock Later
Networking hardware firm Ciena Corporation (NYSE:CIEN)'s shares are up by more than 150% over the past year.
Jim Cramer Turned Out Right For This Particular AI Stock That’s Up Since Earnings
Enterprise computing infrastructure provider Hewlett Packard Enterprise Company (NYSE:HPE)'s shares are up by more than 120% over the past year.
Jim Cramer Wondered Whether Microsoft Corporation (NASDAQ:MSFT) Isn’t “That” Dependent On AI
Microsoft Corporation (NASDAQ:MSFT) 's shares have marked a major turnaround in 2026.
Jim Cramer Believes This Stock’s AI Products Have “Really Taken Off”
Salesforce, Inc. (NYSE:CRM)'s shares closed a whopping 22.6% higher on August 27th.
J.Jill’s (JILL) Turnaround Numbers Come With A Big Asterisk
On September 9, J.Jill (NYSE:JILL) told investors its slow-building turnaround just took a real step forward, with results that beat the company's own guidance for the quarter...
Jim Cramer Names Amazon (AMZN) a “Sleep-at-Night Growth Stock”
On September 8, continuing his portfolio review of high-growth equities through an NFL lens, Mad Money host Jim Cramer turned his attention to e-commerce and cloud giant Amazon...
Jim Cramer Found The TJX Companies, Inc. (NYSE:TJX)’s Share Price Performance “Unbelievable”
Over the course of the past several months, Jim Cramer has discussed The TJX Companies, Inc. (NYSE:TJX) on several occasions.
Jim Cramer Might Have Made A Big Shift For Costco Wholesale Corporation (NASDAQ:COST)
Costco Wholesale Corporation (NASDAQ:COST) is one of Jim Cramer's favorite stocks, as even though the shares are down by more than 5% over the past year, the CNBC TV host has ...
Jim Cramer Thinks This Retailer Is “Extraordinary” With An “Unsung” CEO
Specialty value retailer Five Below, Inc. (NASDAQ:FIVE)'s shares are up by more tha 60% over the past year.
Jim Cramer Remains A Believer In Affirm Holdings (NASDAQ:AFRM)
Affirm Holdings (NASDAQ:AFRM) is one of Jim Cramer's favorite stocks in the sector.
Jim Cramer Called This Well Known Food Company’s Situation A “Nightmare”
The Campbell’s Company (NASDAQ:CPB)'s shares closed 6.9% lower on September 3rd after it reported its fiscal fourth quarter earnings in the morning.
Jim Cramer Said Snowflake Inc. (NYSE:SNOW)’s Q2 Was Great For AI
Data platform provider Snowflake Inc. (NYSE:SNOW)'s shares are up by nearly 50% over the past year.
Jim Cramer Discussed Taking The Long View For Chevron Corporation (NYSE:CVX)
Oil major Chevron Corporation (NYSE:CVX) is one of Cramer's favorite stocks in the sector.
Jim Cramer Provided Live Commentary For This AI Stock’s Post Earnings Share Price Movement
Semiconductor designer Broadcom Inc. (NASDAQ:AVGO)'s CEO, Hock Tan, is one of Cramer's favorite executives in the space.
Jim Cramer Discussed The Contradictions Surrounding NVIDIA Corporation (NASDAQ:NVDA)’s Shares
If there's one stock that Jim Cramer can't stop talking about, it's NVIDIA Corporation (NASDAQ:NVDA).
Jim Cramer Weighs Amgen (AMGN) After Novartis Trial Failure
During the September 8 episode of Mad Money, Jim Cramer said Amgen Inc.
Jim Cramer Notes lululemon (LULU) is “Executing Really Poorly”
On September 8, a caller asked whether lululemon athletica inc.
Ovid Therapeutics (OVID) Cashes In One Bet To Fund Its Next Two
On August 13, Ovid Therapeutics (NASDAQ:OVID) reported financial results for the second quarter ended June 30, alongside a batch of pipeline updates.
Jim Cramer Names NVIDIA the Main Portfolio “Running Back”
During the September 8 episode of Mad Money, host Jim Cramer compared NVIDIA Corporation (NASDAQ:NVDA) to Detroit Lions star running back Jahmyr Gibbs.
Hello Group (MOMO) Turns A Profit While China Revenue Slides
On September 3, Hello Group (NASDAQ:MOMO) reported second-quarter 2026 results that read like two different companies stitched together.
Chiron Real Estate (XRN) Turns Second Quarter Into A Pivot Point
On August 5, Chiron Real Estate Inc. (NYSE:XRN) posted second quarter 2026 results that read like two different companies stitched together.
AUCATZYL Sales Are Exploding, But Autolus (AUTL) Still Isn’t In The Black
On August 11, Autolus Therapeutics (NASDAQ:AUTL) reported second-quarter results that finally showed the kind of growth investors had been waiting years to see.
SandRidge (SD) Turns Bigger Wells And Bigger Dividends Into Real Cash
On August 5, SandRidge Energy (NYSE:SD) reported financial and operating results for the three- and six-month periods ended June 30, and the numbers show a company converting ...
York Water’s (YORW) Rate Hike Just Rewrote Its Earnings Picture
On August 6, The York Water Company (NASDAQ:YORW) reported second-quarter and six-month results that moved well past last year's numbers.
Jim Cramer Breaks Down the Generational Shift Driving Robinhood (HOOD) Forward
During the September 8 episode of Mad Money, Jim Cramer turned his attention to the momentum in Robinhood Markets, Inc.
Jim Cramer Favors Dell (DELL) Over Super Micro (SMCI) as AI Server Demand Surges
During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc.
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