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Insider Monkey Blog

Here’s Why Apple (AAPL) is on the Detectors List of Brown Advisory Large-Cap Growth Strategy

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 4 - Hedge Fund Investor Letters, News

Strong Results Lifted CoStar Group. (CSGP) in Q3

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 4 - Hedge Fund Investor Letters, News

Talen Energy Corporation (TLN): A Bull Case Theory 

We came across a bullish thesis on Talen Energy Corporation on FJ Research’s Substack. In this article, we will summarize the bulls’ thesis on TLN.

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December 4 - News, Stock Analysis

The Charles Schwab Corporation (SCHW): A Bull Case Theory 

We came across a bullish thesis on The Charles Schwab Corporation on The Diversified Fins Analyst’s Substack by Collin Cook.

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December 4 - News, Stock Analysis

Should You Invest in Samsara (IOT)?

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 4 - Hedge Fund Investor Letters, News

Opendoor Technologies Inc. (OPEN): A Bull Case Theory 

We came across a bullish thesis on Opendoor Technologies Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on OPEN.

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December 4 - News, Stock Analysis

Cloudflare, Inc. (NET): A Bull Case Theory 

We came across a bullish thesis on Cloudflare, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NET.

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December 4 - News, Stock Analysis

Centene Corporation (CNC): A Bull Case Theory 

We came across a bullish thesis on Centene Corporation on Value investing subreddit by paoee. In this article, we will summarize the bulls’ thesis on CNC.

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December 4 - News, Stock Analysis

SSR Mining Inc. (SSRM): A Bull Case Theory 

We came across a bullish thesis on SSR Mining Inc. on Value investing subreddit by Impossible-Road-558. In this article, we will summarize the bulls’ thesis on SSRM.

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December 4 - News, Stock Analysis

Zoom Communications Inc. (ZM): A Bull Case Theory 

We came across a bullish thesis on Zoom Communications Inc. on Value investing subreddit by mrmrmrj. In this article, we will summarize the bulls’ thesis on ZM.

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December 4 - News, Stock Analysis

Mondelez International, Inc. (MDLZ): A Bull Case Theory 

We came across a bullish thesis on Mondelez International, Inc. on Bullseye Picks’s Substack by Bullseye Investing.

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December 4 - News, Stock Analysis

Joint Stock Company Kaspi.kz (KSPI): A Bull Case Theory 

We came across a bullish thesis on Joint Stock Company Kaspi.kz on Margin of Sanity’s Substack. In this article, we will summarize the bulls’ thesis on KSPI.

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December 4 - News, Stock Analysis

SAP SE (SAP): A Bull Case Theory 

We came across a bullish thesis on SAP SE on Cas and DualEdge Invest’s Substack. In this article, we will summarize the bulls’ thesis on SAP.

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December 4 - News, Stock Analysis

Eagle Materials Inc. (EXP): A Bull Case Theory 

We came across a bullish thesis on Eagle Materials Inc. on Margin of Sanity’s Substack. In this article, we will summarize the bulls’ thesis on EXP.

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December 4 - News, Stock Analysis

AST SpaceMobile, Inc. (ASTS): A Bull Case Theory 

We came across a bullish thesis on AST SpaceMobile, Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on ASTS.

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December 4 - News, Stock Analysis

Abercrombie & Fitch Co. (ANF): A Bull Case Theory 

We came across a bullish thesis on Abercrombie & Fitch Co. on Value investing subreddit by zech83. In this article, we will summarize the bulls’ thesis on ANF.

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December 4 - News, Stock Analysis

Arista Networks Inc (ANET): A Bull Case Theory 

We came across a bullish thesis on Arista Networks Inc on techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on ANET.

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December 4 - News, Tech

Atlassian Corporation (TEAM): A Bull Case Theory 

We came across a bullish thesis on Atlassian Corporation on Compounding Your Wealth’s Substack by Sergey.

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December 4 - News, Stock Analysis

C3.ai, Inc. (NYSE:AI) Q2 2026 Earnings Call Transcript

Operator: Good day. And thank you for standing by. Welcome to the C3.ai, Inc.'s Second Quarter Fiscal Year 2026 Earnings Conference Call.

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December 4 - News, Transcripts

UiPath Inc. (NYSE:PATH) Q3 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the UiPath Third Quarter 2026 Earnings Conference Call. At this time, participants are in a listen-only mode.

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December 4 - News, Transcripts

Five Below, Inc. (NASDAQ:FIVE) Q3 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Five Below Third Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.

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December 4 - News, Transcripts

Sprinklr, Inc. (NYSE:CXM) Q3 2026 Earnings Call Transcript

Operator: Welcome to the Sprinklr Third Quarter Fiscal Year 2026 Financial Results Call. At this time, all participants are in a listen-only mode.

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December 4 - News, Transcripts

Tilly’s, Inc. (NYSE:TLYS) Q3 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to Tilly's, Inc. Third Quarter 2025 Earnings Conference Call. After today's presentation, there will be an opportunity to ask questions.

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December 4 - News, Transcripts

Snowflake Inc. (NYSE:SNOW) Q3 2026 Earnings Call Transcript

Operator: Good afternoon. Thank you for attending today's Snowflake Inc. Q3 Fiscal Year 2026 Earnings Call. My name is Jayla, and I'll be your moderator for today.

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December 4 - News, Transcripts

Dollar Tree, Inc. (NASDAQ:DLTR) Q3 2025 Earnings Call Transcript

Operator: Greetings. Welcome to the Dollar Tree, Inc. Q3 2025 Earnings Conference Call. At this time, participants are in a listen-only mode.

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December 4 - News, Transcripts

Dollar Tree, Inc. (NASDAQ:DLTR) Q3 2026 Earnings Call Transcript

Operator: Greetings. Welcome to the Dollar Tree Q3 2025 Earnings Conference Call [Operator Instructions] Please note that this conference is being recorded.

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December 4 - News, Transcripts

Salesforce, Inc. (NYSE:CRM) Q3 2026 Earnings Call Transcript

Leila: Good afternoon, everyone. My name is Leila, and I will be the conference operator today.

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December 4 - News, Transcripts

Torrid Holdings Inc. (NYSE:CURV) Q3 2026 Earnings Call Transcript

Torrid Holdings Inc. (NYSE:CURV) Q3 2026 Earnings Call Transcript December 3, 2025Torrid Holdings Inc. misses on earnings expectations.

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December 4 - News, Transcripts

Guidewire Software, Inc. (NYSE:GWRE) Q1 2026 Earnings Call Transcript

Guidewire Software, Inc. (NYSE:GWRE) Q1 2026 Earnings Call Transcript December 3, 2025Guidewire Software, Inc. beats earnings expectations.

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December 4 - News, Transcripts

Macy’s, Inc. (NYSE:M) Q3 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Macy's, Inc. Third Quarter 2025 Earnings Conference Call. As a reminder, this call is being recorded.

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December 4 - News, Transcripts

Marvell Technology, Inc. (NASDAQ:MRVL) Q3 2026 Earnings Call Transcript

Marvell Technology, Inc. (NASDAQ:MRVL) Q3 2026 Earnings Call Transcript December 2, 2025Marvell Technology, Inc. beats earnings expectations.

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December 4 - News, Transcripts

American Eagle Outfitters, Inc. (NYSE:AEO) Q3 2026 Earnings Call Transcript

Operator: Welcome to the AEO Inc. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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December 4 - News, Transcripts

HPE Announces Sale of Its Remaining H3C Stake for $643 Million

Hewlett-Packard Enterprise Company (NYSE:HPE) is one of the AI Stocks in Focus This Week.

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December 4 - News

Reddit (RDDT) Seen as a Key Strategic AI Asset as Demand for Training Data Grows

Reddit, Inc. (NYSE:RDDT) is one of the AI Stocks in Focus This Week.

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December 4 - News

Why Analysts Say ASML Is the Top Semiconductor Pick Heading Into 2026

ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus This Week.

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December 4 - News

AI Boom Fuels Bullish Analyst Outlook for Applied Materials (AMAT)

Applied Materials, Inc. (NASDAQ:AMAT) is one of the AI Stocks in Focus This Week.

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December 4 - News

Vertiv (VRT) Price Target Raised as AI Data Center Demand Accelerates

Vertiv Holdings Co (NYSE:VRT) is one of the AI Stocks in Focus This Week.

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December 4 - News

Analysts See Big Upside for Micron (MU) With Strong HBM Ramp Ahead

Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks in Focus This Week.

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December 4 - News

Oracle (ORCL) Could Surge Higher as Analysts Highlight Major AI Growth Potential

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks in Focus This Week. On December 1, Deutsche Bank reiterated its Buy rating on the stock with a $375.00 price target.

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December 4 - News

Apple (AAPL) Price Target Raised as Loop Capital Sees Stronger iPhone 17 Demand

Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks in Focus This Week.

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December 4 - News

Broadcom (AVGO) Price Target Raised as Google TPU Demand Surges

Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks in Focus This Week.

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December 4 - News

Oppenheimer Boosts Amazon (AMZN) Price Target on Strong AWS Growth Outlook

Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks in Focus This Week.

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December 4 - News

Jim Cramer Recently Looked At These 7 Stocks

“I've been thinking, if OpenAI were a Netflix series, it would have some tragic moments, some tense moments, and some pure spit-take hilarity, and we’d all be addicted to ...

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December 4 - Hedge Funds, News

13 Best Augmented Reality Stocks to Buy Right Now

Augmented reality is a game-changing technology that is impacting a wide range of industries by delivering immersive, interactive experiences.

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December 4 - Hedge Funds, News

Jim Cramer Notes “Every Single Retailer That’s Reported is Doing Better Than Expected” Except Burlington

Burlington Stores, Inc. (NYSE:BURL) is one of the stocks Jim Cramer recently discussed.

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December 4 - News

Jim Cramer on Waters Corporation: “I Think It Should Be Loved on Wall Street

Waters Corporation (NYSE:WAT) is one of the stocks Jim Cramer recently discussed.

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December 4 - News

Jim Cramer Says “Danaher’s Been Acting Much Better”

“Now, first, there’s tried and true, but lately trying Danaher, DHR, a conglomerate that became more focused on life sciences diagnostics when it spun off its water and product...

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December 4 - News

Jim Cramer on Agilent: “The Thing’s Just Caught Fire”

“Last week, just before Thanksgiving, I got the chance to speak with Agilent Technologies. That’s an arms dealer to the life sciences industry.

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December 4 - News

Jim Cramer Says “Once again, I Say Own NVIDIA, Don’t Trade It”

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. Cramer showed his optimistic stance on the company during the episode.

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December 4 - News

Jim Cramer Notes That “The Gemini 3 Improvement Was Very Good News for Google”

“The Gemini 3 improvement was very good news for Google and all the stocks connected to the AI efforts… So Google stock soared, as did Broadcom, which helped make the custom...

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December 4 - News

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20 Countries With The Best English Accent in The World

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30 Cities with the Highest Weed Consumption in the US

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25 Countries with the Highest Alcohol Consumption per Capita

10 Best Gold Stocks Under $30

10 Best Gold Stocks Under $30

10 Best Genomics Stocks To Buy Right Now

10 Best Genomics Stocks To Buy Right Now

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20 Countries with the Best Economy in the World in 2024

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30 Cheapest Countries in the World in 2024

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