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Insider Monkey Blog

Broadcom Inc. (AVGO): A Bull Case Theory 

We came across a bullish thesis on Broadcom Inc. on X.com by Wiseman_Cap. In this article, we will summarize the bulls’ thesis on AVGO.

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September 17 - News, Stock Analysis

DexCom, Inc. (DXCM): A Bull Case Theory 

We came across a bullish thesis on DexCom, Inc. on Flyover Stocks Substack by Todd Wenning. In this article, we will summarize the bulls’ thesis on DXCM.

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September 17 - News, Stock Analysis

CME Group Inc. (CME): A Bull Case Theory 

We came across a bullish thesis on CME Group Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on CME. CME Group Inc.

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September 17 - News, Stock Analysis

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

We came across a bullish thesis on Builders FirstSource, Inc. on Valueinvestorsclub.com by JohnKimble. In this article, we will summarize the bulls’ thesis on BLDR.

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September 17 - News, Stock Analysis

Align Technology, Inc. (ALGN): A Bull Case Theory 

We came across a bullish thesis on Align Technology, Inc. on Flyover Stocks’s Substack by Todd Wenning. In this article, we will summarize the bulls’ thesis on ALGN.

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September 17 - News, Stock Analysis

Apple (AAPL) Downgraded as Analysts See No Significant AI Innovation

Apple Inc.

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September 17 - News

Analyst Sees Alphabet (GOOGL) as AI Leader, Lifts Price Target to $280

Alphabet Inc.

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September 17 - News

Forex Expo Dubai 2025 Returns October 6–7 With Exclusive Prize Draw Including Jetour X70 FL

The countdown has begun for the anticipated 8th edition of Forex Expo Dubai 2025, taking place on October 6–7 at the Dubai World Trade Centre.

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September 17 - Press Releases

Meta (META) Stock Backed With $900 Price Target as Reels Ads Expand

Meta Platforms, Inc.

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September 17 - News

9 Best Lidar Stocks to Buy Right Now

Lidar (Light Detection and Ranging) is arguably one of the most underestimated technologies, given its significant impact in various sectors.

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September 17 - Hedge Funds, News

Analysts Say AI Is Not the ‘Death Knell’ for Atlassian (TEAM) Stock

Atlassian Corporation (NASDAQ:TEAM) is one of the AI Stocks Analysts Say You Should Watch Closely. On September 11, Guggenheim analyst Howard Ma initiated coverage on the stock...

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September 17 - News

GitLab (GTLB) Analysts Say Fears of AI Replacing Developers Are Overblown

GitLab Inc.

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September 17 - News

Needham Reaffirms Buy on Freshworks (FRSH), Sets $25 Price Target

Freshworks Inc.

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September 17 - News

Analyst Says Broadcom (AVGO) is ‘Too Expensive’ – ‘Don’t Think They’re Going to Take Over Nvidia’

Stephen Weiss, the Chief Investment Officer and Managing Partner of Short Hills Capital Partners, said in a recent program on CNBC that Broadcom is expensive.

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September 17 - News

Webtoon (WBTN) Hits New All-Time High as Disney to Acquire 2% Interest

Shares of Webtoon Entertainment soared for a third consecutive day on Tuesday, to hit a new all-time high as investors cheered The Walt Disney Co.’s acquisition of a 2-percent...

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September 17 - News

BigBear (BBAI) Climbs 16.7% as New Govt Policy Sparks Optimism for Defense Business

Shares of BigBear.ai jumped for a third straight day on Tuesday, adding 16.7 percent to close at $5.94 apiece as investors repositioned portfolios following the US government’...

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September 17 - News

PagSeguro (PAGS) Soars to Fresh Peak as Firm Hints at ‘Strategic Update’

In other developments, PagSeguro Digital Ltd. (NYSE:PAGS) announced the distribution of $0.12 worth of special cash dividends to investors as of October 6.

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September 17 - News

Bloom Energy (BE) Hits New All-Time High on Analyst 93% Price Target Upgrade

In a market note on the same day, Morgan Stanley significantly raised its price target for Bloom Energy Corp.

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September 17 - News

Figure Technology (FIGR) Hits New High Anew; Investors Place Bets Ahead of Fed Rate Cut

Figure Technology extended its winning streak to a second day on Tuesday to hit another all-time high as investors loaded positions ahead of an expected interest rate cut that...

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September 17 - News

NIO Inc. (NIO) Nearly Hits New High as Analyst Sets Higher Price, Rating

At intra-day trading, NIO Inc.

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September 17 - News

Kratos Defense (KTOS) Hits Fresh High as Drone Policy Shift Sparks Rosy Business Prospects

We recently published 10 Hot Stocks Investors Are Buying, 5 Break Fresh Records. Kratos Defense & Security Solutions, Inc.

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September 17 - News

MARA Holdings (MARA) Soars 7.9% as Crypto Stakeholders Work on 1-Million Bitcoin Purchase

Shares of MARA Holdings grew by 7.94 percent on Tuesday to finish at $17.53 apiece as investors loaded portfolios ahead of expected developments from a Bitcoin roundtable discussion...

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September 17 - News

Ferguson (FERG) Jumps 7.9% After Earnings Blowout, New Corporate Update

In an updated report, Ferguson Enterprises Inc.

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September 17 - News

How Exchange Platforms Are Getting More People Into Crypto

If you’d said ten years ago that ordinary people would be fiddling with digital coins while waiting for the kettle to boil, you’d have been laughed out of the room.

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September 17 - Business, News

iPhone 17 Won’t Bring ‘Super Cycle’ for Apple (AAPL), AT&T CEO Says

Apple (NASDAQ:AAPL) is trending after the company revealed its new iPhone 17.

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September 17 - News

10 AI Stocks Making Headlines This Week

A recent Financial Times report has revealed that China's internet regulator has commanded top technology firms to halt purchases of Nvidia’s artificial intelligence chips and...

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September 17 - Hedge Funds, Industries, News, Tech

9 Best Growth Stocks Under $30 to Buy

On August 29, Bob Keiser, Aspire Strategist Portfolios co-chief investment officer and senior market strategist, joined CNBC's 'Closing Bell Overtime' to discuss his outlook on...

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September 17 - Hedge Funds, News

Ariel Global Fund Added Walt Disney Company (DIS) Citing Growth Signals

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Here’s Why Ariel Global Fund Initiated a Position in First Solar (FSLR)

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Do You Believe in the Upside Potential of Zimmer Biomet Holdings (ZBH)?

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

What Makes Banco Bilbao Vizcaya Argentaria (BBVA) a Potential Investment?

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Sanofi (SNY) Fell on Tariff Uncertainty

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Dan Niles Says Nvidia (NVDA) Data Center Miss Should Not Be Ignored

Dan Niles from Niles Investment Management, in a recent program on CNBC, reiterated his concerns about a potential slowdown in AI demand.

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September 17 - News

Varied Growth Drivers Led ClearBridge Investments Growth Strategy to Add The Sherwin-Williams Company (SHW)

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Jd.com (JD) Traded Down Due to Its Aggressive Expansion

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 17 - Hedge Fund Investor Letters, News

Analyst Explains The Reason Behind Oracle’s (ORCL) ‘Booming Business’

Oracle Corp (NYSE:ORCL) shares skyrocketed after the company’s latest quarterly results. The company said it expects booked revenue to exceed $0.5 trillion.

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September 17 - News

Ariel Global Fund’s Q2 2025 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. The second quarter marked a period of extremes.

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September 17 - Hedge Fund Investor Letters, News

Here’s What Lifted Robinhood Markets (HOOD) in Q2

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Why Hedge Funds Should Pay Attention to Social Investing Trends on Trading Platforms

Social investing refers to picking investments that provide good financial results as well as a positive effect on society.

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September 17 - Business, News

Is Johnson Controls International plc (JCI) Benefiting From Increased Focus on AI

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

How Stock Market Know-How Can Help With Sports Betting

Although the two worlds may seem to be very far apart, there is more in common between the stock market and sports than initially meets the eye.

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September 17 - Business, News

Here’s Why ClearBridge Investments Growth Strategy Closed Out Charles River Laboratories International (CRL)

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Analyst Explains Why She’s Buying Snowflake Inc (SNOW) – ‘It Was Just Too Tempting’

Stephanie Link, CIO at Hightower, explained in a recent program on CNBC why she loaded up on Snowflake.

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September 17 - News

Stock Chart Expert Explains Why Amazon.com (AMZN) Will Jump

Carter Worth from Worth Charting said in a recent program on CNBC that Amazon is poised to see a rally.

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September 17 - News

Analyst Says Alphabet (GOOG) ‘Overhang is Gone’ and Stock is Undervalued

Jim Lebenthal, a partner at Cerity Partners and a panel member of CNBC Halftime report, said in a latest program that following the latest court ruling that Alphabet Inc (NASDAQ...

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September 17 - News

Does Howmet Aerospace (HWM) Have Runway for Growth and Expansion?

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Analyst Says This is One of the Top Dividend Stocks to Buy for Interest Rate Cut Environment

Kevin Simpson, Capital Wealth Planning founder and CIO, said in a recent program on CNBC that he’s buying Home Depot (NYSE:HD) amid expectations of a rate cut.

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September 17 - News

Here’s Why ClearBridge Growth Strategy Added Axon Enterprise (AXON) in Q2

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

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September 17 - Hedge Fund Investor Letters, News

Billionaire Mario Gabelli Says He’s Thinking About Buying More Kraft Heinz (KHC) Shares

Mario Gabelli, GAMCO Investors chairman and CEO, said in a recent program on CNBC that he’d be a “buyer” of Kraft Heinz Co (NASDAQ:KHC) in pieces and he’s thinking of ...

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September 17 - News

ClearBridge Investments Growth Strategy’s Q2 2025 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter.

Keep Reading →

September 17 - Hedge Fund Investor Letters, News

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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12 Best Nasdaq Stocks Under $20 to Buy Now

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