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Insider Monkey Blog

“I Don’t Know What to do With ServiceNow (NOW),” Says Jim Cramer

ServiceNow, Inc. (NYSE:NOW) is a software-as-a-service (SaaS) company that provides enterprise workflow management software products.

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January 28 - News

“I Don’t Know What to do With Adobe (ADBE),” Says Jim Cramer

Adobe Inc. (NASDAQ:ADBE) is a productivity software company whose shares are down by 30% over the past year and by 8.6% year-to-date.

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January 28 - News

Jim Cramer is Torn About Microsoft (MSFT)

Microsoft Corporation (NASDAQ:MSFT) is a key player in the AI software industry and one of the largest technology companies in the world.

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January 28 - News

Jim Cramer Discusses Salesforce (CRM)

Salesforce, Inc. (NYSE:CRM) is an enterprise software company that provides customer relationship management software products and services.

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January 28 - News

Abbot (ABT) is a High Quality Company, Says Jim Cramer

Pharma giant Abbott Laboratories (NYSE:ABT)’s shares are down 15.9% over the past year and 12% year-to-date.

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January 28 - News

“Alphabet (GOOGL)’s Extraordinary,” Says Jim Cramer

Alphabet Inc. (NASDAQ:GOOGL) is a stock that Jim Cramer has consistently discussed over the past couple of months.

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January 28 - News

Jim Cramer Insists Market is Wrong About GE Aerospace (GE)

GE Aerospace (NYSE:GE) is one of the largest aerospace companies in the world. Its shares are up by 51% over the past year and down by 8% year-to-date.

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January 28 - News

Jim Cramer Discusses Honeywell (HON)’s Quantum Computing Business

Industrial conglomerate Honeywell International Inc. (NASDAQ:HON)’s shares are up by 4% over the past year and by 12.9% year-to-date.

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January 28 - News

Jim Cramer Discusses Procter & Gamble (PG) Stock

The Procter & Gamble Company (NYSE:PG) is one of the largest consumer goods companies in the world.

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January 28 - News

Verizon Communications Inc. (VZ): A Bull Case Theory 

We came across a bullish thesis on Verizon Communications Inc. on Phaetrix Investing’s Substack by Phaetrix.

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January 28 - News, Stock Analysis

Exxon Mobil Corporation (XOM): A Bull Case Theory 

We came across a bullish thesis on Exxon Mobil Corporation on Phaetrix Investing’s Substack by /Phaetrix.

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January 28 - News, Stock Analysis

argenx SE (ARGX): A Bull Case Theory 

We came across a bullish thesis on argenx SE on Lux Opes Research’s Substack.

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January 28 - News, Stock Analysis

BioNTech SE (BNTX): A Bull Case Theory 

We came across a bullish thesis on BioNTech SE on Lux Opes Research’s Substack. In this article, we will summarize the bulls’ thesis on BNTX.

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January 28 - News, Stock Analysis

Huntsman Corporation (HUN): A Bull Case Theory 

We came across a bullish thesis on Huntsman Corporation on Unfair Advantage’s Substack by AK.

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January 28 - News, Stock Analysis

Intuitive Machines, Inc. (LUNR): A Bull Case Theory 

We came across a bullish thesis on Intuitive Machines, Inc. on The Analyst's Journal’s Substack by A_Capital.

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January 28 - News, Stock Analysis

Walker & Dunlop, Inc. (WD): A Bull Case Theory 

We came across a bullish thesis on Walker & Dunlop, Inc. on Feather Fund’s Substack.

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January 28 - News, Stock Analysis

TeraWulf Inc. (WULF): A Bull Case Theory 

We came across a bullish thesis on TeraWulf Inc. on The Analyst's Journal’s Substack by A_Capital. In this article, we will summarize the bulls’ thesis on WULF.

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January 28 - News, Stock Analysis

XPEL, Inc. (XPEL): A Bull Case Theory 

We came across a bullish thesis on XPEL, Inc. on Capital Light’s Substack by Luke Wolgram. In this article, we will summarize the bulls’ thesis on XPEL.

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January 28 - News, Stock Analysis

XPO, Inc. (XPO): A Bull Case Theory 

We came across a bullish thesis on XPO, Inc. on R. Dennis’s Substack’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on XPO.

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January 28 - News, Stock Analysis

Take-Two Interactive Software, Inc. (TTWO): A Bull Case Theory 

We came across a bullish thesis on Take-Two Interactive Software, Inc. on CompoundingAlpha ’s Substack.

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January 28 - News, Stock Analysis

Boston Scientific Corporation (BSX): A Bull Case Theory 

We came across a bullish thesis on Boston Scientific Corporation on R. Dennis’s Substack by OppCost.

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January 28 - News, Stock Analysis

Carrier Global Corporation (CARR): A Bull Case Theory 

We came across a bullish thesis on Carrier Global Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on CARR.

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January 28 - News, Stock Analysis

Celestica Inc. (CLS): A Bull Case Theory 

We came across a bullish thesis on Celestica Inc. on R. Dennis’s Substack by OppCost.

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January 28 - News, Stock Analysis

Eaton Corporation plc (ETN): A Bull Case Theory

 We came across a bullish thesis on Eaton Corporation plc on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on ETN.

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January 28 - News, Stock Analysis

Floor & Decor Holdings, Inc. (FND): A Bull Case Theory 

We came across a bullish thesis on Floor & Decor Holdings, Inc. on Elevator Pitches’s Substack by Editor, Elevator Pitches.

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January 28 - News, Stock Analysis

Howmet Aerospace Inc. (HWM): A Bull Case Theory

We came across a bullish thesis on Howmet Aerospace Inc. on R. Dennis’s Substack by OppCost.

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January 28 - News, Stock Analysis

Eli Lilly and Company (LLY): A Bull Case Theory 

We came across a bullish thesis on Eli Lilly and Company on R. Dennis’s Substack by OppCost.

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January 28 - News, Stock Analysis

PVH Corp. (PVH): A Bull Case Theory 

We came across a bullish thesis on PVH Corp. on R. Dennis’s Substack by OppCost.

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January 28 - News, Stock Analysis

ASML Holding N.V. (ASML): A Bull Case Theory 

We came across a bullish thesis on ASML Holding N.V. on Arya’s Substack by  Arya.

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January 28 - News, Stock Analysis

Bloom Energy Corporation (BE): A Bull Case Theory 

We came across a bullish thesis on Bloom Energy Corporation on Arya’s Substack by Arya.

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January 28 - News, Stock Analysis

Dole plc (DOLE): A Bull Case Theory 

We came across a bullish thesis on Dole plc on Value & Error’s Substack.

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January 28 - News, Stock Analysis

Builders FirstSource, Inc. (BLDR): A Bull Case Theory 

We came across a bullish thesis on Builders FirstSource, Inc. on Value & Error’s Substack.

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January 28 - News, Stock Analysis

Bel Fuse Inc. (BELFA): A Bull Case Theory 

We came across a bullish thesis on Bel Fuse Inc. on Value & Error’s Substack. In this article, we will summarize the bulls’ thesis on BELFA.

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January 28 - News, Stock Analysis

Energy Fuels Inc. (UUUU): A Bull Case Theory 

We came across a bullish thesis on Energy Fuels Inc. on Arya’s Substack by Arya.

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January 28 - News, Stock Analysis

EPAM Systems, Inc. (EPAM): A Bull Case Theory 

We came across a bullish thesis on EPAM Systems, Inc. on Investing with Common Sense’s Substack. In this article, we will summarize the bulls’ thesis on EPAM.

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January 28 - News, Stock Analysis

Costco Wholesale Corporation (COST): A Bull Case Theory 

We came across a bullish thesis on Costco Wholesale Corporation on Investing with Common Sense’s Substack.

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January 28 - News, Stock Analysis

Gurhan Kiziloz Scales Nexus International Past $1.2 Billion in Revenue

In an industry where scale typically requires institutional backing, Nexus International reached $1.2 billion in revenue in 2025 without raising a dollar of external capital.

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January 28 - Business, News

The Honest Company (HNST) Declined Amid Mixed Earnings Results

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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January 28 - Hedge Fund Investor Letters, News

Do You Believe in Dollar Tree’s (DLTR) Exceptional Earnings Growth?

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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January 28 - Hedge Fund Investor Letters, News

Here’s Why Meridian Contrarian Fund is Holding a Large Stake in Penguin Solutions (PENG)

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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January 28 - Hedge Fund Investor Letters, News

Meridian Contrarian Fund’s Q4 2025 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. U.S.

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January 28 - Hedge Fund Investor Letters, News

LG Display Co., Ltd. (NYSE:LPL) Q4 2025 Earnings Call Transcript

Operator: Good morning and good evening. Thank you all for joining the conference call for the LG Display earnings results.

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January 28 - News, Transcripts

Seagate Technology Holdings plc (NASDAQ:STX) Q2 2026 Earnings Call Transcript

Seagate Technology Holdings plc (NASDAQ:STX) Q2 2026 Earnings Call Transcript January 27, 2026Seagate Technology Holdings plc beats earnings expectations.

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January 28 - News, Transcripts

Stride, Inc. (NYSE:LRN) Q2 2026 Earnings Call Transcript

Operator: As a reminder, all participant lines will be in the listen-only mode. There will be an opportunity for you to ask questions after the presentation concludes.

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January 28 - News, Transcripts

Hanmi Financial Corporation (NASDAQ:HAFC) Q4 2025 Earnings Call Transcript

Hanmi Financial Corporation (NASDAQ:HAFC) Q4 2025 Earnings Call Transcript January 27, 2026Hanmi Financial Corporation misses on earnings expectations.

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January 28 - News, Transcripts

PACCAR Inc (NASDAQ:PCAR) Q4 2025 Earnings Call Transcript

PACCAR Inc (NASDAQ:PCAR) Q4 2025 Earnings Call Transcript January 27, 2026PACCAR Inc reports earnings inline with expectations.

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January 28 - News, Transcripts

World Acceptance Corporation (NASDAQ:WRLD) Q3 2026 Earnings Call Transcript

World Acceptance Corporation (NASDAQ:WRLD) Q3 2026 Earnings Call Transcript January 27, 2026World Acceptance Corporation misses on earnings expectations.

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January 28 - News, Transcripts

RTX Corporation (NYSE:RTX) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen. And welcome to the RTX Fourth Quarter 2025 Earnings Conference Call. My name is Olivia, and I'll be your operator for today.

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January 28 - News, Transcripts

HCA Healthcare, Inc. (NYSE:HCA) Q4 2025 Earnings Call Transcript

HCA Healthcare, Inc. (NYSE:HCA) Q4 2025 Earnings Call Transcript January 27, 2026HCA Healthcare, Inc. beats earnings expectations.

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January 28 - News, Transcripts

Roper Technologies, Inc. (NASDAQ:ROP) Q4 2025 Earnings Call Transcript

Roper Technologies, Inc. (NASDAQ:ROP) Q4 2025 Earnings Call Transcript January 27, 2026Roper Technologies, Inc. beats earnings expectations.

Keep Reading →

January 28 - News, Transcripts

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