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Insider Monkey Blog

Artisan Mid Cap Fund Trimmed Tradeweb Markets (TW) Due to Its Less Attractive Valuation

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Artisan Mid Cap Fund Sold DICK’S Sporting Goods (DKS) Due to an Acquisition Announcement

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Should You Consider Selling Your Position in Saia (SAIA)?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Artisan Mid Cap Fund Ended its Investment Campaign in Chipotle Mexican Grill (CMG)

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Here’s What Will Support Samsara’s (IOT) Profitable Growth?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Artisan Mid Cap Fund’s Investment in Duolingo (DUOL) Quickly Rewarded

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Here’s What Became a Catalyst for BWX Technologies’ (BWXT) Growth

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

What Makes RBC Bearings (RBC) an Investment Bet?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Positive Drivers Across the Board Lifted Roblox (RBLX) in Q2

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Artisan Mid Cap Fund Increased Its Stake in Snowflake (SNOW) in Q2

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Here’s What Pulled Down Argenx (ARGX) in Q2

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

Baker Hughes (BKR) Slid Due to Macro Economic Uncertainty

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 7 - Hedge Fund Investor Letters, News

SouthernSun SMID Cap Strategy’s Q2 2025 Investor Letter

SouthernSun Asset Management, an investment management firm, released its “SMID Cap Strategy” second-quarter 2025 investor letter.

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August 7 - Hedge Fund Investor Letters, News

CrowdStrike (CRWD) Unveils AI Agent Monitoring via ChatGPT Enterprise API

CrowdStrike Holdings, Inc.

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August 7 - News

Palo Alto Networks (PANW) Previews Application Security Module for Cortex Cloud

Palo Alto Networks, Inc.

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August 7 - News

Palantir’s (PLTR) AI Momentum Is Exploding — And Wall Street Is Taking Notice

Palantir Technologies Inc.

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August 7 - News

Wall Street Says Datadog (DDOG) Is One of Two Key Winners in Observability

Datadog, Inc.

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August 7 - News

Oracle (ORCL) Tapped as Key AI Infrastructure Winner — BofA Boosts Target

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Gaining Attention on Wall Street. On August 5, BofA Securities analyst Kash Rangan raised the price target on the stock...

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August 7 - News

Apple (AAPL) App Store Growth Ticks Up in July — But Is It Enough for a Rally?

Apple Inc.

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August 7 - News

TSMC Faces Internal Security Breach as AI Chip Tech Leaks Surface

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the AI Stocks Gaining Attention on Wall Street. On August 5, Reuters reported that authorities have ...

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August 7 - News

Wall Street Eyes Blowout Q2 for NVIDIA (NVDA): Will Blackwell and AI Demand Deliver?

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Gaining Attention on Wall Street. On August 4, BofA Securities analyst Vivek Arya reiterated a Buy rating on the stock...

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August 7 - News

Alphabet’s Google (GOOGL) Strikes Deal to Cut AI Data Center Power Use During Peak Demand

Alphabet Inc.

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August 7 - News

Meta Called Biggest Non-Hardware AI Winner — Loop Capital Hikes Price Target

Meta Platforms, Inc.

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August 7 - News

10 Oversold NYSE Stocks to Buy Now

nasHe made the argument that dips should be bought, reasoning that most institutional investors believe we are likely to experience a growth scare, possibly a stagflation scare...

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August 6 - Hedge Funds, News

14 Stocks on Jim Cramer’s Radar

“Remember, we have two markets going here, the normal one and the super speculative one that's made up of various cryptocurrencies and the stocks that back them… But of all...

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August 6 - Hedge Funds, News

Jim Cramer Put These 13 Stocks Under the Spotlight

“Enough with the knee-jerk negativity, people. It's really starting to cost you a lot of money.

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August 6 - Hedge Funds, News

10 Stocks Taking the Worst Hit

Ten companies fell off the cliff on Wednesday, defying a broader market rally, mostly due to disappointing earnings performance and a lower growth outlook that dampened investor...

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August 6 - Market Movers, News

BofA Raises Price Target on Palantir Stock from $150 to $180, Keeps Buy Rating

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the top stocks that Grok recommended. On August 5, BofA raised the price target on Palantir Technologies Inc.

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August 6 - News

Morgan Stanley Upgrades PT on NVIDIA from $170 to $200, Keeps Overweight Rating

NVIDIA Corporation (NASDAQ:NVDA) is one of the top stocks that Grok recommended.

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August 6 - Hedge Funds, News

Mizuho Raises Price Target on Robinhood Markets from $99 to $120, Maintains Outperform Rating

Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the top stocks Grok recommended. On August 1, Mizuho raised the price target on Robinhood Markets, Inc.

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August 6 - News

Shopify Integrates Shopify Plus Services on FST Platform

“We are very excited to join the Shopify Plus Platform.

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August 6 - News

B. Riley Increases PT on AST SpaceMobile from $44 to $60, Keeps Buy Rating

AST SpaceMobile, Inc. (NASDAQ:ASTS) is one of the top stocks that Grok recommended. On August 1, B. Riley increased the price target on AST SpaceMobile, Inc.

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August 6 - News

Wells Fargo Downgrades PT on Root from $142 to $118, Maintains Equal Weight Rating

Root, Inc. (NASDAQ:ROOT) is one of the top stocks that Grok recommended. On July 10, Wells Fargo downgraded the price target on Root, Inc.

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August 6 - News

Bernstein Reiterates Outperform Rating on Constellation Brands, Keeps PT at $225

Constellation Brands, Inc. (NYSE:STZ) is one of the top stocks that Grok recommended. On July 29, Bernstein reiterated an Outperform rating on Constellation Brands, Inc.

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August 6 - News

Rockwell Automation To Deliver Next-Gen Battery Energy Storage Solutions to Acculon Energy

Rockwell Automation, Inc. (NYSE:ROK) is one of the top stocks that Grok recommended. On July 17, Rockwell Automation, Inc.

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August 6 - News

J.P. Morgan Lowers PT on Clorox Company from $140 to $133, Keeps Hold Rating

The Clorox Company (NYSE:CLX) is one of the top stocks that Grok recommended. On August 1, J.P.

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August 6 - News

Fortinet’s Fabric-Ready Technology Alliance Partner Program Exceeds 3,000 Integrations

Fortinet, Inc. (NASDAQ:FTNT) is one of the top stocks that Grok recommended. On July 30, Fortinet, Inc.

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August 6 - News

Barclays Lowers Price Target on MercadoLibre Stock from $3,100 to $3,000, Keeps Overweight Rating

MercadoLibre, Inc. (NASDAQ:MELI) is one of the top stocks that Grok recommended. On July 23, Barclays lowered the price target on MercadoLibre, Inc.

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August 6 - News

Becton, Dickinson and Company Submits Application to the FDA for a New, At-Home HPV Test

Becton, Dickinson and Company (NYSE:BDX) is one of the top stocks that Grok recommended.

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August 6 - News

Stifel initiated coverage of D-Wave Quantum (QBTS) With a Buy Rating

D-Wave Quantum Inc. (NYSE:QBTS) is one of the Best Performing Quantum Computing Stocks So Far in 2025. On August 5, Stifel initiated coverage of D-Wave Quantum Inc.

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August 6 - News

Oppenheimer Raised the Firm’s PT on KLA Corporation (KLAC), Kept an Outperform Rating

KLA Corporation (NASDAQ:KLAC) is one of the Best Performing Quantum Computing Stocks So Far in 2025. On August 1, Oppenheimer raised the firm’s price target on KLA Corporation...

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August 6 - News

Mizuho Raised the Firm’s PT on Cloudflare (NET), Kept a Buy Rating

Cloudflare, Inc.

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August 6 - News

Goldman Sachs Raised the Firm’s PT on Synopsys (SNPS), Kept a Buy Rating

Synopsys, Inc.

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August 6 - News

Citi Increased the Firm’s PT on Palantir Technologies (PLTR), Kept a Hold Rating

Palantir Technologies Inc.

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August 6 - News

Argus Raised the Firm’s PT on Lam Research Corporation (LRCX), Kept a Buy Rating

Lam Research Corporation (NASDAQ:LRCX) is one of the Best Performing Quantum Computing Stocks So Far in 2025. On July 31, Argus raised the firm’s price target on Lam Research...

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August 6 - News

Advanced Micro Devices (AMD) Partnered With HCLTech to Accelerate Enterprise Digital Transformation

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Performing Quantum Computing Stocks So Far in 2025. On July 24, Advanced Micro Devices, Inc.

Keep Reading →

August 6 - News

Oracle Corporation (ORCL) Announced its Plan to Invest $1 billion in Netherlands

Oracle Corporation (NYSE:ORCL) is one of the Best Performing Quantum Computing Stocks So Far in 2025. On July 15, Oracle Corporation (NYSE:ORCL) announced that it plans to invest...

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August 6 - News

Broadcom Inc. (AVGO) Announced Shipment of the Jericho4 Ethernet Fabric Router

Broadcom Inc. (NASDAQ:AVGO) is one of the Best Performing Quantum Computing Stocks So Far in 2025. On August 4, Broadcom Inc.

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August 6 - News

NVIDIA Corporation (NVDA) Released its CUDA-Q version 0.12

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Performing Quantum Computing Stocks So Far in 2025. On August 4, NVIDIA Corporation (NASDAQ:NVDA) released CUDA-Q version ...

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August 6 - News

RBC Capital Maintains a Buy on Zeta Global Holdings (ZETA) With a $25 PT

Zeta Global Holdings Corp.

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August 6 - News

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