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Insider Monkey Blog

Here’s Montaka’s View on Floor & Décor (FND)

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

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September 24 - Hedge Fund Investor Letters, News

Here’s How Spotify (SPOT) Can Improve the Service Value

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

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September 24 - Hedge Fund Investor Letters, News

Here’s How KKR (KKR) Can Source Attractive Deals

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

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September 24 - Hedge Fund Investor Letters, News

Montaka Global Investments’ Q2 2025 Investor Letter

Montaka Global Investments, an investment management company, released its second-quarter 2025 investor letter.

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September 24 - Hedge Fund Investor Letters, News

Piper Sandler Reaffirms Overweight on Wells Fargo (WFC) over Strong Underwriting and Growth Prospects

Wells Fargo & Company (NYSE:WFC) ranks among the hot stocks to invest in right now.

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September 24 - News

Truist Sees Slow Turnaround Despite Intel’s (INTC) AI and Culture Advancements

Intel Corporation (NASDAQ:INTC) ranks among the hot stocks to invest in right now.

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September 24 - News

AT&T (T) Maintains 2025 Guidance, Plans $20 Billion Stock Buybacks Through 2027

AT&T Inc. (NYSE:T) ranks among the hot stocks to invest in right now. On September 8, AT&T Inc.

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September 24 - News

Robinhood (HOOD) Joins S&P 500, Analysts See Major Growth Potential Ahead

Robinhood Markets, Inc. (NASDAQ:HOOD) ranks among the hot stocks to invest in right now.

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September 24 - News

BofA Highlights Coinbase’s (COIN) Expanding Product Offerings and Services

Coinbase Global, Inc. (NASDAQ:COIN) ranks among the hot stocks to invest in right now.

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September 24 - News

Bank of America (BAC) Stock Rated Buy on Strong Net Interest Income Outlook

Bank of America Corporation (NYSE:BAC) ranks among the hot stocks to invest in right now.

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September 24 - News

Cantor Fitzgerald Maintains Tesla (TSLA) Buy Rating, Highlights Musk’s Long-Term Incentives

Tesla, Inc. (NASDAQ:TSLA) ranks among the hot stocks to invest in right now.

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September 24 - News

Salesforce (CRM) Price Target Raised as AI Growth and Buybacks Impress Analysts

Salesforce, Inc. (NYSE:CRM) ranks among the hot stocks to invest in right now.

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September 24 - News

BMO Capital Boosts Oracle (ORCL) Price Target, Citing Durable AI Demand and Growth Outlook

Oracle Corporation (NYSE:ORCL) ranks among the hot stocks to invest in right now.

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September 24 - News

Truist Lifts UnitedHealth (UNH) Price Target on Strong Star Ratings Outlook

UnitedHealth Group Incorporated (NYSE:UNH) ranks among the hot stocks to invest in right now.

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September 24 - News

NVIDIA (NVDA) Unveils Next-Gen Rubin CPX AI Chips to Handle Complex Software and Video Tasks

NVIDIA Corporation (NASDAQ:NVDA) ranks among the hot stocks to invest in right now.

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September 24 - News

Meta (META) Stock Target Reaffirmed Despite Regulatory Challenges in U.S. and Europe

Meta Platforms, Inc. (NASDAQ:META) ranks among the hot stocks to invest in right now.

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September 24 - News

CoreWeave (CRWV) Price Target Reaffirmed After $6.3 Billion NVIDIA Agreement

CoreWeave Inc. (NASDAQ:CRWV) ranks among the best hot AI stocks to buy right now.

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September 24 - News

UBS Reaffirms Price Target on Apple (AAPL) After Mixed iPhone 17 Preorder Data

Apple Inc. (NASDAQ:AAPL) ranks among the hot stocks to invest in right now. On September 17, UBS reaffirmed its $220 price target and Neutral rating on Apple Inc.

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September 24 - News

Jefferies Lifts Baidu (BIDU) Target on AI Advances and Strong Customer Adoption

Baidu, Inc. (NASDAQ:BIDU) ranks among the best hot AI stocks to buy right now. Jefferies retained its Buy rating on Baidu, Inc.

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September 24 - News

Guggenheim Sees Weak Q1 2026 Outlook, Maintains Long-Term Bullish View on Accenture (ACN)

Accenture plc (NYSE:ACN) ranks among the best hot AI stocks to buy right now.

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September 24 - News

Truist Sees Strong AI-Driven Growth for CrowdStrike (CRWD)

CrowdStrike Holdings Inc. (NASDAQ:CRWD) ranks among the best hot AI stocks to buy right now. Truist Securities reaffirmed its Buy rating on CrowdStrike Holdings Inc.

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September 24 - News

Wedbush Adds Palo Alto Networks (PANW) to Best Ideas List, Reaffirms Outperform Rating

Palo Alto Networks, Inc. (NASDAQ:PANW) ranks among the best hot AI stocks to buy right now. On September 15, Wedbush analysts added Palo Alto Networks, Inc.

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September 24 - News

Oracle (ORCL) and Meta Reportedly in Talks for $20 Billion AI Cloud Deal

Oracle Corporation (NYSE:ORCL) ranks among the best hot AI stocks to buy right now.

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September 24 - News

TSMC (TSM) Stock Target Raised by Huatai After SEMICON Taiwan 2025

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best hot AI stocks to buy right now.

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September 24 - News

NVIDIA (NVDA) Invests $5 Billion Intel Deal, Buy Rating Reaffirmed by TD Cowen

NVIDIA Corporation (NASDAQ:NVDA) ranks among the best hot AI stocks to buy right now.

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September 24 - News

Gaming and Leisure Properties (GLPI) Fell Due to Investor Concerns

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

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September 24 - Hedge Fund Investor Letters, News

Is Red Rock Resorts (RRR) Trading at a Discount?

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

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September 24 - Hedge Fund Investor Letters, News

Baron Growth Fund’s Q2 2025 Investor Letter

Baron Funds, an investment management company, released its “Baron Growth Fund” second-quarter 2025 investor letter.

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September 24 - Hedge Fund Investor Letters, News

Here’s What Lifted Wells Fargo (WFC) in the First Half of 2025

Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Do You Believe in Fiserv’s (FI) Growth Potential?

Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Marti Technologies, Inc. (AMEX:MRT) Q2 2025 Earnings Call Transcript

Marti Technologies, Inc. (AMEX:MRT) Q2 2025 Earnings Call Transcript September 22, 2025Marti Technologies, Inc. beats earnings expectations.

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September 24 - News, Transcripts

What Makes Amazon.com (AMZN) a Lucrative Business?

Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Here’s What Impacted Alphabet (GOOG) in Q2

Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Trending Analyst Calls: Top 10 Stocks

Investors are closely watching AI stocks following Nvidia’s $100 billion deal with OpenAI.

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September 24 - News

Here’s Why Mairs & Power Balanced Fund Initiated a Position in WEC Energy Group (WEC)

Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Fastenal Company (FAST) is Growing Amid End Market Weakness

Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Here’s Why Toro (TTC) Reported Decreased Revenue Growth

Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

BioTechne (TECH) Fell Over the Industry’s Uncertain Funding Environment

Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Analyst Explains Why He’s Bullish on American Express (AXP) – ‘Millennials and GenZ Are in This Ecosystem’

“The top contributor to the portfolio in the second quarter was American Express Company (NYSE:AXP) +18.6%.

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September 24 - News

Jim Cramer Highlights Gains in Oklo and Support for Nuclear Energy

Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer offered insights on.

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September 24 - News

Jim Cramer on AutoZone: “It’s the Most Aggressive Buyback in the New York Stock Exchange”

“Tuesday morning, we have AutoZone, AZO, reports, and I’ve been recommending this stock for two decades because no matter what happens, the company takes whatever cash it ...

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September 24 - News

Jim Cramer on Adobe: “Organic Growth is What We Want, Not Price-Driven Growth”

Adobe Inc. (NASDAQ:ADBE) is one of the stocks Jim Cramer offered insights on.

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September 24 - News

Jim Cramer on Micron: “One of My Absolute Favorite Companies”

“Tuesday night, we hear from one of my absolute favorite companies, which is Micron, symbol… MU, talk about a sink or swim business.

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September 24 - News

Jim Cramer on Cintas: “I Like it Very Much at These Levels”

“Now, also Wednesday morning, we hear from one-time market darling, Cintas, the uniform rental company, also provides a bunch of other large services, largely to small and medium...

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September 24 - News

Jim Cramer Says “KB Home is Just a Trade”

“In the evening, KB Home reports, and I bet it follows in the footsteps of Lennar, which got hit really hard today off of some gross margin pressure and the aforementioned stubbornly...

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September 24 - News

Jim Cramer on Rocket Companies: “This One Has Already Gone Off”

Rocket Companies, Inc. (NYSE:RKT) is one of the stocks Jim Cramer offered insights on.

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September 24 - News

Jim Cramer Says He Like Okta Because He Likes Identity Management

“I like Okta because I like identity management.

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September 24 - News

Jim Cramer on Accenture: “I’m Willing to Pull the Trigger”

“Alright, now I gotta tell you, Accenture’s come down enough. It hit a 52-week low. I mean, how bad could it really be? It hit a 52-week low today.

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September 24 - News

Jim Cramer on Ramaco Resources: “Wait for a Little Bit of a Pullback”

“Oh man, you want to talk about coal, huh? Okay, look, the president likes coal. He likes nuclear. The president likes, he doesn’t like wind, and he doesn’t like solar.

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September 24 - News

Jim Cramer Says He Thinks CMS Energy is “Fine”

CMS Energy Corporation (NYSE:CMS) is one of the stocks Jim Cramer offered insights on.

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September 24 - News

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