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Insider Monkey Blog

Analyst Explains Why Nvidia China News Could be ‘Huge’ for ASML Holding (ASML)

Joe Tigay from Equity Armor Investment said in a recent program on Schwab Network that the US government’s decision to allow Nvidia to sell chips in China could be “huge” ...

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July 24 - News

Here’s Laughing Water Capital’s Comment on Its New Investment in Clarus Corp. (CLAR)

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 24 - Hedge Fund Investor Letters, News

PAR Technology Corp (PAR) Continues to Grow Revenue in Q2

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 24 - Hedge Fund Investor Letters, News

Laughing Water Capital’s View on Lifecore Biomedical (LFCR)

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 24 - Hedge Fund Investor Letters, News

Laughing Water Capital’s Q2 2025 Investor Letter

Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Aristotle Small Cap Equity Strategy Sold Tronox (TROX) due to Increased Uncertainty

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

10 Stocks With Eye-Popping Double-Digit Gains

Wall Street roared higher on Wednesday, with all major indices finishing in the green territory, as investor sentiment was buoyed by US President Donald Trump’s agreed trade...

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July 24 - Market Movers, News

CSX Corporation (CSX): “I Am In Charge Of The Rails,” Says Jim Cramer

CSX Corporation (NASDAQ:CSX) is a major American railroad company that has been at the center of the news this July.

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July 24 - News

Union Pacific Corporation (UNP): “I Am In Charge Of The Rails,” Says Jim Cramer

Union Pacific Corporation (NYSE:UNP) is one of the largest railroad companies in America.

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July 24 - News

Opendoor Technologies Inc. (OPEN): It’s A Pump, Not A Dump, Says Jim Cramer

Opendoor Technologies Inc. (NASDAQ:OPEN) is a technology company that primarily enables home sellers to list their properties online for sale.

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July 24 - News

Pinterest, Inc. (PINS): It’s A “Remarkable Site,” Says Jim Cramer

Pinterest, Inc. (NYSE:PINS) operates a website that enables users to engage in artistic endeavors such as arts and crafts and home decoration.

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July 24 - News

UnitedHealth Group Incorporated (UNH): Is A “Tragedy,” Says Jim Cramer

UnitedHealth Group Incorporated (NYSE:UNH) is one of the largest healthcare benefits providers in America.

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July 24 - News

NIKE, Inc. (NKE)’s “Gonna Have To Cut Prices Again,” Says Jim Cramer

NIKE, Inc. (NYSE:NKE) is a popular athletic apparel retailer whose shares have gained a modest 2.3% year-to-date.

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July 24 - News

Oklo Inc. (OKLO): There’s No Rigor, No Coverage, Says Jim Cramer

Oklo Inc. (NYSE:OKLO) is a popular retail stock that provides nuclear power solutions. Cramer has regularly discussed the stock over the past couple of weeks.

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July 24 - News

Costco Wholesale Corporation (COST) Isn’t Increasing Prices, Says Jim Cramer

Costco Wholesale Corporation (NASDAQ:COST) is a mega retailer that is one of Cramer’s top stocks in the sector.

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July 24 - News

Amazon.com, Inc. (AMZN) Is “An Overall Piece,” Says Jim Cramer

Amazon.com, Inc. (NASDAQ:AMZN) is one of the most important retailers and cloud computing companies in America.

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July 24 - News

Walmart Inc. (WMT): “I Do Think It’s Time To Buy Walmart,” Says Jim Cramer

Walmart Inc. (NYSE:WMT) is the largest brick-and-mortar retailer in America.

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July 24 - News

3M Company (MMM): “I Was Surprised” By The Organic Growth Rate, Says Jim Cramer

3M Company (NYSE:MMM) is one of the largest industrial conglomerates in the world.

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July 24 - News

Target Corporation (TGT): The Downgrade Isn’t Wrong, Says Jim Cramer

Target Corporation (NYSE:TGT) is an off-price retailer that has seen tough love from Cramer in 2025.

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July 24 - News

American Express Company (AXP):”You Could Have Estimates Go Up And Up That You End Up With” Amex, Says Jim Cramer

American Express Company (NYSE:AXP) is a major travel and payments firm in America.

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July 24 - News

Jim Cramer on Netflix: “You’re Given a Chance to Buy a Terrific Stock at a Discount”

“Coming into the quarter, Netflix had been on fire, up a whopping 43% year to date. I even ran a segment defending the stock when it pulled back from its highs in April.

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July 24 - News

Jim Cramer on Adobe: “Might Get This Thing at a Cheaper Price”

“Boy… I gotta tell you, this is a tough one.

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July 24 - News

Jim Cramer Says “Get more Boeing”

“Get more Boeing. Get more Boeing. They report this week. I think it’s going to be a terrific quarter. Let the stock come in.

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July 24 - News

Jim Cramer Says “Buy the Dip for American Express Tomorrow”

“Sure enough, when Amex reported last Friday morning, the company delivered a strong quarter, and the stock still tumbled $7 or 2.3% before slipping another 1.6% today.

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July 24 - News

Jim Cramer Says “Reddit’s Going to Have a Really Good Quarter”

Reddit, Inc. (NYSE:RDDT) is one of the stocks that Jim Cramer shared thoughts on.

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July 24 - News

Jim Cramer on Starbucks: “Buy Some Now”

Starbucks Corporation (NASDAQ:SBUX) is one of the stocks that Jim Cramer shared thoughts on.

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July 24 - News

Jim Cramer Expresses Surprise Over Barclays PT for Caterpillar

Caterpillar Inc. (NYSE:CAT) is one of the stocks that Jim Cramer shared thoughts on. During the episode, Cramer discussed the stock in light of Barclays’ recent coverage.

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July 24 - News

Jim Cramer Disagrees With Barclays Recent Underweight Rating on United Rentals

“Barclays seems to have bought into a theory that we’re heading into recession or something, or at least a capital spending drought. That hasn’t played out.

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July 24 - News

BofA Downgrades Expeditors (EXPD) to Underperform, Slightly Raises PT

Expeditors International of Washington, Inc. (NYSE:EXPD) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds.

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July 24 - News

Jim Cramer on Cleveland-Cliffs: “There’s a Sense That Business Will Only Get Better”

“What do we make of this incredible comeback in Cleveland-Cliffs stock today, the vertically integrated steel maker focused on value-added steel products, particularly for the...

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July 24 - News

BMO Maintains Outperform Rating on J.B. Hunt (JBHT)

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds.

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July 24 - News

Jim Cramer Says “You Can Buy” General Mills Because of the Dividend But Not Earnings

General Mills, Inc. (NYSE:GIS) is one of the stocks that Jim Cramer shared thoughts on.

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July 24 - News

Jefferies Lifts Price Target for C.H. Robinson (CHRW), Keeps Hold Rating

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds. On July 17, Jefferies increased its price target for C.H.

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July 24 - News

Jim Cramer on Granite Construction: “I’ve Always Felt That GVA Was a Takeover Target”

Granite Construction Incorporated (NYSE:GVA) is one of the stocks that Jim Cramer shared thoughts on.

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July 24 - News

GXO Logistics (GXO) and Sky Italia Team Up for Logistics Services

GXO Logistics, Inc. (NYSE:GXO) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds. On July 15, GXO Logistics, Inc.

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July 24 - News

Jim Cramer Says “I think I like CoreWeave”

“Alright, I think I like CoreWeave and I like Michael Intrator, but I would say the stock is $60 billion, and it’s going to have to come down and cool off a little bit.

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July 24 - News

Benchmark Raises Price Target for XPO, Keeps Buy Rating

XPO, Inc. (NYSE:XPO) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds. On July 15, Benchmark increased its price target for XPO, Inc.

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July 24 - News

Jim Cramer on Enovix: “We’re Not Going to Buy That Stock”

Enovix Corporation (NASDAQ:ENVX) is one of the stocks that Jim Cramer shared thoughts on.

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July 24 - News

Jim Cramer on Solid Power: “Take a Little off the Table”

“Momentum, the stock’s up 100%. That’s big momentum, but when it’s up 100% percent, then you know what, I think you gotta do what I call a schnitzel.

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July 24 - News

Canadian National Railway (CNI) to Invest $110M in Wisconsin

Canadian National Railway Company (NYSE:CNI) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds.

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July 24 - News

Jim Cramer Thinks Palantir is One of the Stocks That Has “No Quit”

“PARC exhausts me. I’m talking about my handy acronym for Palantir, AppLovin, Robinhood, and Coinbase.

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July 24 - News

Bernstein Raises Norfolk Southern (NSC) Price Target Amid Merger Talks

Norfolk Southern Corporation (NYSE:NSC) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds.

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July 24 - News

UBS Lowers Price Target for UPS, Keeps Buy Rating

United Parcel Service, Inc. (NYSE:UPS) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds.

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July 24 - News

Jim Cramer Notes That AppLovin is One of the “Pretty Darn Profitable” Stocks

“PARC exhausts me. I’m talking about my handy acronym for Palantir, AppLovin, Robinhood, and Coinbase.

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July 24 - News

UBS Lowers FedEx (FDX) Price Target but Keeps Buy Rating

FedEx Corporation (NYSE:FDX) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds.

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July 24 - News

Jim Cramer Calls RobinHood One of the “Best of the Lot”

Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the stocks that Jim Cramer recently discussed.

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July 24 - News

Jim Cramer Considers Coinbase as One of the “Representatives of What’s Been Going on in This Market”

Coinbase Global, Inc. (NASDAQ:COIN) is one of the stocks that Jim Cramer recently discussed.

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July 24 - News

Canadian Pacific Kansas City (CP) and CSX Launch Faster Cross-Border Rail Service

Canadian Pacific Kansas City Limited (NYSE:CP) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds.

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July 24 - News

BofA Upgrades CSX to Buy and Raises Price Target

CSX Corporation (NASDAQ:CSX) is one of the 12 Best Logistics Stocks to Buy According to Hedge Funds.

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July 24 - News

Jim Cramer on Oklo: “It Might Have a Future”

“Now you’ve got, oh hey, you’ve also got the nuclear power stories like Oklo, which sold off hard today… I then talked about someone I met this weekend, get this, who ...

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July 24 - News

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