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Insider Monkey Blog

What Makes Tapestry (TPR) an Investment Bet?

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter.

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October 28 - Hedge Fund Investor Letters, News

What Makes Tradeweb Markets (TW) a Cyclical Company?

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter.

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October 28 - Hedge Fund Investor Letters, News

Fiserv (FI) Slipped as It Reduced Its Organic Growth and Operating Margin Targets

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter.

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October 28 - Hedge Fund Investor Letters, News

Analyst Says ASML Holding (ASML) an ‘Exciting’ AI Investment – Here’s Why

We recently published Top 10 Buzzing Stocks to Watch as Analysts Predict AI-Led Bull Market Will Continue.

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October 28 - News

Is Badger Meter (BMI) The Best Under-The-Radar Small-Cap Stock to Buy Now?

We recently published Top 10 Buzzing Stocks to Watch as Analysts Predict AI-Led Bull Market Will Continue.

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October 28 - News

Is Walmart (WMT) The Best Defensive AI Play? Jessica Inskip Comments

Jessica Inskip from StockBrokers commented on Walmart Inc (NYSE:WMT)-OpenAI deal in a recent program on Schwab Network.

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October 28 - News

Gartner (IT) Declined Despite Good Results

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter.

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October 28 - Hedge Fund Investor Letters, News

Renaissance Large Cap Growth Strategy Sold Cintas (CTAS) Due to Decline in Fundamentals

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter.

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October 28 - Hedge Fund Investor Letters, News

Core Scientific (CORZ) Upgraded to Buy as Roth Assumes No CoreWeave Deal

Core Scientific, Inc.

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October 28 - News

20 Stocks That Should Double in 3 Years

On October 23, Chris Grisanti, chief market strategist and senior managing director at MAI Capital Management, joined CNBC's 'Power Lunch' to discuss market outlooks and suggest...

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October 28 - Hedge Funds, News

AppLovin (APP) Rated Buy at Deutsche Bank on Strength of AI-Driven Advertising Platform

AppLovin Corporation (NASDAQ:APP) is one of the AI Stocks Making Waves on Wall Street. On October 22, Deutsche Bank initiated the stock as “Buy” with a $705 price target.

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October 28 - News

UBS Reiterates Buy on Oracle (ORCL) with $380 Target After AI World Event Insights

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Making Waves on Wall Street. On October 21, UBS reiterated its Buy rating on the stock with a price target of $380.00.

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October 28 - News

Broad-Based Momentum Lifted Alphabet (GOOGL) in Q3

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter.

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October 28 - Hedge Fund Investor Letters, News

What Makes Comfort Systems USA (FIX) an Investment Bet?

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter.

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October 28 - Hedge Fund Investor Letters, News

Wedbush Reiterates Outperform on Apple (AAPL) with $310 Target Ahead of Earnings

Apple Inc.

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October 28 - News

AppLovin (APP) Rallied Following the Robust Operating Results

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter.

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October 28 - Hedge Fund Investor Letters, News

Citizens Sees More Upside for Alphabet (GOOGL) on AI-Powered Search and GCP Acceleration

Alphabet Inc.

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October 28 - News

Cadence Design Systems, Inc. (NASDAQ:CDNS) Q3 2025 Earnings Call Transcript

Cadence Design Systems, Inc. (NASDAQ:CDNS) Q3 2025 Earnings Call Transcript October 27, 2025Cadence Design Systems, Inc. beats earnings expectations.

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October 28 - News, Transcripts

Easterly Government Properties, Inc. (NYSE:DEA) Q3 2025 Earnings Call Transcript

Easterly Government Properties, Inc. (NYSE:DEA) Q3 2025 Earnings Call Transcript October 27, 2025Easterly Government Properties, Inc.

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October 28 - News, Transcripts

Carter’s, Inc. (NYSE:CRI) Q3 2025 Earnings Call Transcript

Operator: Welcome to the Carter's Third Quarter Fiscal 2025 Earnings Conference Call.

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October 28 - News, Transcripts

Bed Bath & Beyond Inc. (NASDAQ:BBBY) Q3 2025 Earnings Call Transcript

Bed Bath & Beyond Inc. (NASDAQ:BBBY) Q3 2025 Earnings Call Transcript October 27, 2025Bed Bath & Beyond Inc. beats earnings expectations.

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October 28 - News, Transcripts

Renaissance Investment Management Large Cap Growth Strategy’s Q3 2025 Investor Letter

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter.

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October 28 - Hedge Fund Investor Letters, News

Daqo New Energy Corp. (NYSE:DQ) Q3 2025 Earnings Call Transcript

Daqo New Energy Corp. (NYSE:DQ) Q3 2025 Earnings Call Transcript October 27, 2025Daqo New Energy Corp. beats earnings expectations.

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October 28 - News, Transcripts

Microsoft (MSFT) Retains Buy Rating at UBS as Azure Growth Momentum Skews Positive

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Making Waves on Wall Street. On October 22, UBS maintained its “Buy” rating on the stock with a $650.00 price ...

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October 28 - News

Amkor Technology, Inc. (NASDAQ:AMKR) Q3 2025 Earnings Call Transcript

Amkor Technology, Inc. (NASDAQ:AMKR) Q3 2025 Earnings Call Transcript October 27, 2025Amkor Technology, Inc. beats earnings expectations.

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October 28 - News, Transcripts

F5, Inc. (NASDAQ:FFIV) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the F5 Fourth Quarter Fiscal 2025 Financial Results Conference Call.

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October 28 - News, Transcripts

Confluent, Inc. (NASDAQ:CFLT) Q3 2025 Earnings Call Transcript

Confluent, Inc. (NASDAQ:CFLT) Q3 2025 Earnings Call Transcript October 27, 2025Confluent, Inc. misses on earnings expectations.

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October 28 - News, Transcripts

Simpson Manufacturing Co., Inc. (NYSE:SSD) Q3 2025 Earnings Call Transcript

Simpson Manufacturing Co., Inc. (NYSE:SSD) Q3 2025 Earnings Call Transcript October 27, 2025Simpson Manufacturing Co., Inc. beats earnings expectations.

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October 28 - News, Transcripts

Alliance Resource Partners, L.P. (NASDAQ:ARLP) Q3 2025 Earnings Call Transcript

Alliance Resource Partners, L.P. (NASDAQ:ARLP) Q3 2025 Earnings Call Transcript October 27, 2025Alliance Resource Partners, L.P. beats earnings expectations.

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October 28 - News, Transcripts

Rambus Inc. (NASDAQ:RMBS) Q3 2025 Earnings Call Transcript

Operator: Welcome to the Rambus Third Quarter Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.

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October 28 - News, Transcripts

Bank of Hawaii Corporation (NYSE:BOH) Q3 2025 Earnings Call Transcript

Bank of Hawaii Corporation (NYSE:BOH) Q3 2025 Earnings Call Transcript October 27, 2025Bank of Hawaii Corporation beats earnings expectations.

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October 28 - News, Transcripts

Agilysys, Inc. (NASDAQ:AGYS) Q2 2026 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to the Agilysys 2026 Second Quarter Conference Call. As a reminder, today's conference may be recorded.

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October 28 - News, Transcripts

Revvity, Inc. (NYSE:RVTY) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for joining us, and welcome to the Q3 2025 Revvity Earnings Conference Call.

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October 28 - News, Transcripts

BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) Q3 2025 Earnings Call Transcript

BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) Q3 2025 Earnings Call Transcript October 27, 2025BioMarin Pharmaceutical Inc. misses on earnings expectations.

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October 28 - News, Transcripts

Bank of Marin Bancorp (NASDAQ:BMRC) Q3 2025 Earnings Call Transcript

Bank of Marin Bancorp (NASDAQ:BMRC) Q3 2025 Earnings Call Transcript October 27, 2025Bank of Marin Bancorp beats earnings expectations.

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October 28 - News, Transcripts

Sify Technologies Limited (NASDAQ:SIFY) Q2 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the SIFI Technologies Financial Results for Second Quarter Financial Year 2025-2026 Conference Call.

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October 28 - News, Transcripts

Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) Q3 2025 Earnings Call Transcript

Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) Q3 2025 Earnings Call Transcript October 24, 2025Coca-Cola FEMSA, S.A.B. de C.V. beats earnings expectations.

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October 28 - News, Transcripts

Dr. Reddy’s Laboratories Limited (NYSE:RDY) Q2 2026 Earnings Call Transcript

Dr. Reddy's Laboratories Limited (NYSE:RDY) Q2 2026 Earnings Call Transcript October 24, 2025Dr. Reddy's Laboratories Limited beats earnings expectations.

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October 28 - News, Transcripts

Keurig Dr Pepper Inc. (NASDAQ:KDP) Q3 2025 Earnings Call Transcript

Chethan Mallela: Good morning, and welcome, everyone. We appreciate you taking the time to join us today, both in-person in New York City and over the webcast.

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October 28 - News, Transcripts

The Coca-Cola Company (NYSE:KO) Q3 2025 Earnings Call Transcript

The Coca-Cola Company (NYSE:KO) Q3 2025 Earnings Call Transcript October 21, 2025The Coca-Cola Company beats earnings expectations.

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October 28 - News, Transcripts

Astera Labs (ALAB) Downgraded: Barclays Says AI Connectivity Shifts Away from Its UALink

Astera Labs, Inc.

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October 28 - News

Here’s the RS Large Cap Value Strategy’s Views on Valero Energy Corporation (VLO)

RS Investments, an investment management company, released its “RS Large Cap Value Strategy” third-quarter 2025 investor letter.

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October 28 - Hedge Fund Investor Letters, News

Atlassian (TEAM) Gains Analyst Confidence on Cloud Migration and AI Monetization Plans

Atlassian Corporation (NASDAQ:TEAM) is one of the AI Stocks Making Waves on Wall Street. On October 22, Canaccord Genuity reiterated its Buy rating on the stock with a price ...

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October 28 - News

Here’s Why the RS Large Cap Value Strategy Decided to Exit Its Position in LKQ Corporation (LKQ)

RS Investments, an investment management company, released its “RS Large Cap Value Strategy” third-quarter 2025 investor letter.

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October 28 - Hedge Fund Investor Letters, News

Walmart (WMT) Continues To Take Market Share, Says Jim Cramer

Walmart Inc (NYSE:WMT) is one of Cramer’s top stocks in the retail space. He favors the firm due to its scale and ability to keep prices down.

Keep Reading →

October 28 - News

Costco (COST)’s “Doing Quite Well,” Says Jim Cramer

Along with Walmart, Costco Wholesale Corporation (NASDAQ:COST) continues to be Cramer’s top stock in the retail space due to the firm’s scale and low prices.

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October 28 - News

Vertiv (VRT)’s Producs Are The “Gold Standard,” Says Jim Cramer

Vertiv Holdings Co (NYSE:VRT) continues to be one of Cramer’s top stocks in the data center space.

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October 28 - News

Jim Cramer Didn’t Hold Back When Dicsussing Newmont (NEM)’s Earnings

Newmont Corporation (NYSE:NEM) became a part of the discussion as Cramer and co-host Carl Quintanilla discussed gold prices.

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October 28 - News

Tesla (TSLA)’s Earnings Call Was “Brilliant,” Says Jim Cramer

Tesla, Inc.

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October 28 - News

Boston Beer (SAM) “Begs An Examination,” Due To Poor Beer Market, Says Jim Cramer

At the start of the year, Cramer regularly discussed the beer market as he commented that beer was losing favor with younger people.

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October 28 - News

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