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Insider Monkey Blog

Apple Inc. (AAPL) Faces AI Roadblock as Competition Heats Up

Apple Inc. (NASDAQ:AAPL) is facing an Artificial Intelligence (AI) dilemma.

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May 19 - News

Adient PLC (ADNT) Fell Along with Peers in Q1

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s Why Fluor Corp. (FLR) Fell in Q1

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

F5 (FFIV) Generated Robust Quarterly Results

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

American International Group (AIG) is Positioned for Operating Performance Improvement

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Hotchkis & Wiley Mid-Cap Value Fund’s Q1 2025 Investor Letter

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

What Makes EMCOR Group (EME) a Good Investment?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s Why Gartner’s (IT) Shares Slipped in Q1

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Robust Results Lifted Cencora (COR) Amid Upgraded Outlook

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Should You Consider Increasing Your Holdings in CrowdStrike Holdings (CRWD)?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s What Fueled an 8% Lift of Verisk Analytics (VRSK)

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Analyst Says Tesla (TSLA) ‘Massively Overvalued’ Amid Notion of Elon Musk’s ‘Magic Abilities’

Tesla (TSLA) shares were tanking on Monday as valuation concerns keep weighing on the stock.

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May 19 - News, Stock Analysis

TimesSquare Capital FOCUS Growth Strategy Trimmed BJ’s Wholesale Club Holdings (BJ) on Price Appreciation

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

O’Reilly Automotive’s (ORLY) Revenue Exceeded Expectations. Here’s why

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

What Makes Waste Connections (WCN) a Resilient Business?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

TPG (TPG) Fell Despite Reporting Distributable Earnings Above Expectations

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

TimesSquare Capital Management U.S. Focus Growth Strategy’s Q1 2025 Investor Letter

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s Why Oracle Corporation (ORCL) Fell in Q1

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Regeneron Pharmaceuticals to Acquire 23andMe for $256M

23andMe had filed for bankruptcy protection in March this year, while REGN was the sole bidder for its assets.

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May 19 - News

Adobe (ADBE) Stock Rises As Analysts Back Price Hike Move

Adobe Inc. (NASDAQ:ADBE) shares rose 3% on May 16 after analyst firm Jefferies maintained its Buy rating for the company's stock with a $590 price target.

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May 19 - News

Philips Expands 3D Heart Imaging with VeriSight Pro in Europe

On May 19, Koninklijke Philips N.V.

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May 19 - News

JFrog Strengthens AI Innovation with NVIDIA Enterprise AI Factory Integration

On May 19, JFrog Ltd.

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May 19 - News

Clarivate Unveils AI-Powered Tool for Trademark Risk Assessment

On May 19, Clarivate Plc (NYSE:CLVT) launched RiskMark, an AI-driven trademark risk evaluation tool combining CompuMark trademark data and Darts-ip litigation records.

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May 19 - News

Jefferies’ Bullish Rating on Vistra (VST) Bolstered by Multiple Growth Drivers

On May 16, Julien Dumoulin Smith from Jefferies commended Vistra Corp.’s (NYSE:VST) recent strategic decisions, underpinning his Buy rating on the shares.

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May 19 - News

Capital One Strengthens Credit Card Business with Discover Acquisition

Capital One Financial Corporation (NYSE:COF) has strengthened its edge as a leading provider of credit card services with the acquisition of Discover Financial Services.

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May 19 - News

Targa Resources Corp. (TRGP) Price Target Lowered at Argus

It was recently revealed that Argus Research, a New York-based investment research firm, lowered the price target for Targa Resources Corp.

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May 18 - News

Phillips 66 (PSX) Sells Majority Stake in European Fuel Retailer

[caption id="attachment_1200206" align="aligncenter" width="1456"] A refinery manager walking through an array of pipes and pumping systems, recognizing the company's vast refining...

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May 18 - News

Enbridge Inc. (ENB) to Sell Stake in West Coast Pipeline

Enbridge Inc. (NYSE:ENB) is a midstream energy company that focuses on transporting and distributing oil, natural gas, and natural gas liquids.

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May 18 - News

General Motors Company (GM) Reportedly Seeks to Overturn California’s Electric Vehicle Mandate

General Motors Company (NYSE:GM) is pressing lawmakers to halt California’s aggressive zero-emission vehicle mandate, marking a notable change in the company’s position as...

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May 18 - News

FDA Clears Novavax, Inc. (NVAX)’s COVID-19 Vaccine with Usage Restrictions

Previously available under emergency use authorization for individuals aged 12 and up, the shot is now fully approved only for adults 65 and older, or for those between the ages...

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May 18 - News

National Grid plc (NGG) Announces its FY 2025 Results

National Grid plc (NYSE:NGG) is the UK's largest electricity distribution network, serving nearly 8 million customers in the country.

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May 18 - News

EOG Resources, Inc. (EOG) Awarded Oil Exploration Concession for UAE Shale Block

It was recently revealed that EOG Resources, Inc. (NYSE:EOG) has won a new onshore oil exploration concession in the United Arab Emirates.

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May 18 - News

Occidental Petroleum Corporation (OXY) Joins Hands with ADNOC to Develop Texas Direct Air Capture Hub

It was recently revealed that Occidental Petroleum Corporation (NYSE:OXY) has formed an agreement with UAE's ADNOC for the development of a direct air capture facility in South...

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May 18 - News

Exxon Mobil Corporation (XOM) Partners with the UAE to Expand the Country’s Oil Production Capacity

It was recently revealed that the American oil and gas company, Exxon Mobil Corporation (NYSE:XOM) has partnered up with ADNOC to expand the UAE's oil production capacity.

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May 18 - News

10 Unstoppable Dividend Stocks to Buy Now

Dividend-paying stocks are drawing increased attention from investors amid this year’s market volatility.

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May 18 - Dividend Stocks, Hedge Funds, News

The Kroger Co. (KR) Shuts Down Home Delivery Service Offering

The Kroger Co. (NYSE:KR) has discontinued its Ship service, which offered home delivery of third-party products.

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May 18 - News

Rite Aid to Sell Majority of U.S. Pharmacy Operations to Rivals, Including CVS Health Corporation (CVS)

Rite Aid has sold the pharmacy operations of more than 1,000 of its U.S.

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May 18 - News

The Coca-Cola Company (KO) Launches Fizzion: A New AI Tool to Boost Creativity Worldwide

The Coca-Cola Company (NYSE:KO), in partnership with Adobe, has launched Project Fizzion—an innovative design intelligence platform that reimagines traditional brand guidelines...

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May 18 - News

Kenvue Inc. (KVUE) Emerges as Hedge Fund Favorite with Fresh Q1 2025 Buys

Daniel Loeb’s hedge fund, Third Point, has taken a significant position in Kenvue Inc.

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May 18 - News

Abbott Laboratories (ABT)’s Libre Linked to Fewer Heart Hospitalizations in Diabetes

Abbott Laboratories (NYSE:ABT) recently shared findings from its REFLECT real-world studies, revealing that the use of its FreeStyle Libre® continuous glucose monitoring (CGM...

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May 18 - News

Gilead Sciences, Inc. (GILD) and Kite to Present Breakthrough Cancer Therapy Data at 2025 ASCO and EHA

Gilead Sciences, Inc.

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May 18 - News

Costco Wholesale Corporation (COST) Places Limits on Customer Gold Purchases

Costco Wholesale Corporation (NASDAQ:COST) began selling gold to its members in 2023 and has sold more than $100 million worth of gold bars.

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May 18 - News

Berkshire Trims Citigroup Inc. (C) and Other Financial Holdings

Berkshire Hathaway's most recent 13-F filing shows a strategic shift in its investment portfolio.

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May 18 - News

Broadcom Inc. (AVGO) Unveils Third-Gen Co-Packaged Optics with 200G/Lane Speed

Broadcom Inc. (NASDAQ:AVGO) first established its leadership in co-packaged optics (CPO) in 2021 with the introduction of its first-generation Tomahawk 4-Humboldt chipset.

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May 18 - News

President Trump lashes out at Walmart Inc. (WMT)

Walmart Inc. (NYSE:WMT)’s CEO Doug McMillon received a verbal lashing on Saturday (May 17, 2025) by President Donald Trump on citing rising trade tariffs as a reason for declining...

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May 18 - News

Philippe Laffont’s Coatue Takes Fresh Stake in Philip Morris International Inc. (PM)

Though primarily known for its focus on tech stocks, billionaire investor Philippe Laffont’s Coatue Management recently made a notable move by adding Philip Morris International...

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May 18 - News

Vistra Corp. (VST) Bets on AI Power Demand With $1.9 Billion Natural Gas Deal

Vistra Corp.

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May 18 - News

Capital One Financial Corporation (COF) Completes $35.3B Acquisition of Discover

The company entered into a definitive agreement to acquire Discover on February 19, 2024, which received approval from the Board of Governors of the Federal Reserve System in ...

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May 18 - News

UnitedHealth Group (UNH) CEO Buys $25 Million Worth of Company Stock

The Form 4 filing by UnitedHealth Group (NYSE:UNH) shows that the new CEO, Stephen Hemsley, acquired $25 million worth of company shares at an average of $288.57 a piece on Friday...

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May 18 - News

UBS Upgraded Caterpillar Inc. (CAT) as Trade Outlook Brightens

Caterpillar Inc. (NYSE:CAT) received a rating upgrade by UBS on 16th May 2025, from “Sell” to “Neutral”, at a price target of $357, previously $340.

Keep Reading →

May 18 - News

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10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Worst Performing Currencies of 2024

10 Worst Performing Currencies of 2024

15 States with the Best Weed in America

15 States with the Best Weed in America

16 Countries with the Largest Proven Oil Reserves in the World

16 Countries with the Largest Proven Oil Reserves in the World

16 Highest Quality Chocolate Brands in the US

16 Highest Quality Chocolate Brands in the US

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20 Countries with the Strongest Armies in the World

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Top 13 English Speaking Countries in Asia

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25 Countries with the Highest Alcohol Consumption per Capita

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10 Best Gold Stocks Under $30

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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15 Healthiest Countries in Europe

15 Healthiest Countries in Europe

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25 Most Tropical Cities in the US

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15 Most Underrated States in the US

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Top 20 U.S. Cities with the Highest Murders in 2024

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