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Insider Monkey Blog

Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?

Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.

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September 28 - Hedge Funds, News

10 Best US Stocks to Buy Under $50

Reuters reported that US stocks moved higher on Friday, October 2, closing higher on Friday after weaker-than-expected jobs data reduced expectations for a Federal Reserve rate...

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October 4 - News

What Jim Cramer Says About Space Exploration Technologies’ (SPCX) Starlink and AI Opportunity

Jim Cramer sees Space Exploration Technologies Corp.

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October 4 - Hedge Funds, News

SpaceX (SPCX) vs Rocket Lab (RKLB): Which is a Better Stock to Buy?

Space Exploration Technologies Corp. (NASDAQ:SPCX) closed at $158.96 on October 2, and Rocket Lab Corporation (NASDAQ:RKLB) at $73.92.

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October 4 - Hedge Funds, News

Logitech’s SEGA Deal Supports Gaming Growth, But Supply Is the Bigger Test

Logitech’s Gaming segment has been one of the company’s stronger growth segments.

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October 4 - Hedge Funds, News

Is Cloudflare’s (NET) Cash Flow Real Once Share Issuance Is Counted?

Cloudflare, Inc. (NYSE:NET) closed at $349.07 on October 2, up 57.93% over twelve months.

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October 4 - Hedge Funds, News

Look Past the Credit Noise: Jim Cramer’s Case for Accumulating American Express (AXP)

On September 29, when a caller inquired about American Express Company (NYSE:AXP), Mad Money host Jim Cramer stated: I would buy more.

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October 4 - Hedge Funds, News

Jim Cramer Says Fermi (FRMI) Never Should Have Gone Public

Starting the lightning round, a caller asked about Fermi Inc.

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October 4 - Hedge Funds, News

Jim Cramer Questions Grab Holdings’ (GRAB) Path Forward

During the September 29 episode, toward the end of the lightning round, a caller asked about Grab Holdings Limited (NASDAQ:GRAB), and Jim Cramer commented: Man, I don't know what...

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October 4 - Hedge Funds, News

Valero (VLO) vs Phillips 66 (PSX): Which is a Better Stock to Buy?

Valero Energy Corporation (NYSE:VLO) closed at $406.30 on October 2, and Phillips 66 (NYSE:PSX) at $264.58.

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October 4 - Hedge Funds, News

Oracle’s Force Majeure Notice on Project Jupiter: Why Bloom Energy Continues To Rise?

Oracle Corporation (NYSE:ORCL) has issued a force majeure notice on Project Jupiter, its New Mexico AI data center campus.

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October 4 - Hedge Funds, News

Booking (BKNG) vs Airbnb (ABNB): Which is a Better Stock to Buy?

Booking Holdings Inc. (NASDAQ:BKNG) closed at $159.02 on October 2, and Airbnb, Inc. (NASDAQ:ABNB) at $162.43. The two share prices are almost identical.

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October 4 - Hedge Funds, News

Jim Cramer Says Housing Slump Is Hurting QXO More Than Toll Brothers (TOL)

Jim Cramer highlighted the widening effects of the housing slowdown on building-related companies while discussing QXO, Inc. (NYSE:QXO) and Toll Brothers, Inc.

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October 4 - Hedge Funds, News

Here is Why RTX (RTX) is a Bad Investment at Today’s Price

RTX Corporation (NYSE:RTX) closed at $184.68 on October 2, up 9.41% over twelve months. Almost everything about the business is going well.

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October 4 - Hedge Funds, News

Nvidia’s AI Safety Push Could Strengthen Its Moat. But Is It a Stock Catalyst Yet?

Nvidia Corporation (NASDAQ:NVDA) is adding the Open Agent Safety Platform to its AI infrastructure stack, offering an open software and reference system for securing AI agents...

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October 4 - Hedge Funds, News

What is Morgan Stanley’s (MS) Economic Moat, and is it Widening or Narrowing?

Morgan Stanley (NYSE:MS) closed at $190.31 on October 2, up 20.38% over twelve months.

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October 4 - Hedge Funds, News

Jim Cramer Believes Airbnb (ABNB) “Is Mostly Insulated From AI Competition”

When discussing the recent sell-off across online travel equities during the September 29 episode of Mad Money, Jim Cramer highlighted Airbnb, Inc.

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October 4 - Hedge Funds, News

Jim Cramer on Goldman Sachs (GS): “It’s Come Down Greatly”

When a caller mentioned that they are looking to add to their position in The Goldman Sachs Group, Inc.

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October 4 - Hedge Funds, News

Here is Why HSBC Holdings (HSBC) is a Good Investment at Today’s Price

HSBC Holdings plc (NYSE:HSBC) closed at $96.14 on October 2, up 34.48% over twelve months. The bank is barely owned by American investors.

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October 4 - Hedge Funds, News

What is Lam Research’s (LRCX) Economic Moat, and is it Widening or Narrowing?

Lam Research Corporation (NASDAQ:LRCX) closed at $347.49 on October 2, up 132.98% over twelve months.

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October 4 - Hedge Funds, News

Jim Cramer Flags PepsiCo’s (PEP) Frito-Lay Problem While Pointing to Procter & Gamble (PG)

Answering a caller’s query about PepsiCo, Inc.

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October 4 - Hedge Funds, News

Jim Cramer Says Chipotle (CMG) Has “Bounced Before, and I Think It Will Do so Again”

When a caller inquired about Chipotle Mexican Grill, Inc.

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October 4 - Hedge Funds, News

Jim Cramer on Dutch Bros (BROS): “I Think It’s Being Raided”

On September 28, a caller asked for thoughts on Dutch Bros Inc.

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October 4 - Hedge Funds, News

What is Wells Fargo’s (WFC) Economic Moat, and is it Widening or Narrowing?

Wells Fargo & Company (NYSE:WFC) closed at $80.45 on October 2, down 0.30% over twelve months. The wider market rose over that period.

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October 4 - Hedge Funds, News

How Much Overseas Factory Cost Can TSMC’s Valuation Absorb?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is expanding overseas production while retaining a highly profitable manufacturing base.

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October 4 - News, Stock Analysis

Can Broadcom Keep Growing Its Dividend as AI Customers Gain Power?

Broadcom Inc. (NASDAQ:AVGO) has enough cash generation to cover its dividend comfortably.

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October 4 - News, Stock Analysis

Can NVIDIA’s Valuation Withstand a Slowdown in Customer Spending?

NVIDIA Corporation (NASDAQ:NVDA) earns high margins because customers want its systems and suppliers can deliver them. The investment risk sits between those two conditions.

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October 4 - News, Stock Analysis

Can Nebius Earn Better Returns by Letting Partners Own the Hardware?

Nebius Group N.V. (NASDAQ:NBIS) wants to serve more AI demand without owning every building and GPU needed to deliver it.

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October 4 - News, Stock Analysis

What is Exxon Mobil’s (XOM) Economic Moat, and is it Widening or Narrowing?

ExxonMobil Holdings Corporation (NYSE:XOM) closed at $164.01 on October 2, up 43.62% over twelve months. A moat is whatever stops a competitor taking your profit.

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October 4 - Hedge Funds, News

Here is Why Broadcom (AVGO) is a Good Investment at Today’s Price

Broadcom Inc. (NASDAQ:AVGO) closed at $355.14 on October 2, up 5.86% over twelve months. The business underneath moved far faster than the share price did.

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October 4 - Hedge Funds, News

What Is Maravai’s (MRVI) Comeback Really Worth to Investors?

Maravai LifeSciences (NASDAQ:MRVI) enters 2026 at a strategic inflection point, balancing its post-pandemic operational transition against a core business model rooted in high...

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October 4 - Hedge Funds, News

What Is the Market Really Pricing Into Bandwidth (BAND) Stock?

Bandwidth Inc. (NASDAQ:BAND) sits at a pivotal juncture, balancing strong top-line momentum with market skepticism over its cash conversion quality.

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October 4 - Hedge Funds, News

Inventiva (IVA): How Much Is One Make-or-Break Readout Really Worth?

Inventiva (NASDAQ:IVA) presents a high-stakes clinical binary play, anchored by a cash runway that extends only into Q2 2027 against a €69.5 million first-half net loss.

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October 4 - Hedge Funds, News

AMD’s $8.2 Billion AI Bet Comes With a $1 Trillion Valuation Problem

On September 29, Rosenblatt reiterated its Buy rating and $700 price target on Advanced Micro Devices, Inc.

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October 4 - Hedge Funds, News

Inspire Medical (INSP): How Much Optimism Is Baked Into This Medtech Stock?

Inspire Medical Systems (NYSE:INSP) demonstrates strong core gross economics with a 85.5% gross margin, $415.2 million in cash and investments, and a raised 2026 revenue guidance...

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October 4 - Hedge Funds, News

Is the Market Pricing IDT Corp. (IDT) for What It Is Becoming?

IDT Corporation's (NYSE:IDT) long-term fundamental story is defined by a transition away from legacy telecommunications toward high-margin growth drivers, backed by zero debt ...

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October 4 - Hedge Funds, News

Vail Resorts (MTN): What Is a Ski Giant Worth After a Historically Bad Winter?

Despite volatile weather cycles, Vail Resorts (NYSE:MTN) maintains a resilient core business model anchored by high recurring advance pass sales, a strong balance sheet generating...

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October 4 - Hedge Funds, News

Costco (COST) Keeps Delivering, but What Is the Price Tag Assuming?

Costco Wholesale Corporation (NASDAQ:COST) continues to showcase exceptional fundamental strength, defined by continuous top-line growth, steady cash flow generation, and industry...

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October 4 - Hedge Funds, News

Is Scholastic (SCHL) Priced for the Story or the Struggle?

Scholastic (NASDAQ:SCHL) presents a compelling long-term fundamental story anchored by an iconic publishing brand, deep distribution moats across 115,000 schools, and enduring...

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October 4 - Hedge Funds, News

Is Accenture (ACN) Really Priced Like Its Best Days Are Over?

Accenture (NYSE:ACN) maintains a formidable financial foundation anchored by $11.6 billion in annual free cash flow, representing 1.4 times net income, alongside a robust return...

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October 4 - Hedge Funds, News

What Is Wall Street Really Pricing Into Progress Software (PRGS)?

At its core, Progress Software (NASDAQ:PRGS) operates on a highly disciplined financial blueprint: generating sticky, highly repeatable cash flows from enterprise software while...

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October 4 - Hedge Funds, News

What Is Wall Street Really Pricing Into FactSet (FDS)?

FactSet Research Systems (NYSE:FDS) enters fiscal 2027 with a formidable long-term financial foundation, backed by over two decades of consecutive dividend growth, consistent ...

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October 4 - Hedge Funds, News

What Is the Market Really Paying for Jabil’s (JBL) Growth?

Jabil (NYSE:JBL) has evolved into a high-margin advanced manufacturing powerhouse, shifting away from low-margin assembly toward AI infrastructure, healthcare, and high-complexity...

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October 4 - Hedge Funds, News

What Is The Market Really Paying For With Acuity (AYI)?

Acuity Inc. (NYSE:AYI) is quietly changing what kind of company it is.

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October 4 - Hedge Funds, News

Is Cal-Maine’s (CALM) Egg Slump Already Priced Into the Stock?

As the largest producer and distributor of fresh shell eggs in the US, Cal-Maine Foods (NASDAQ:CALM) commands approximately 20% of the domestic market, backed by an unlevered, ...

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October 4 - Hedge Funds, News

Azincourt Energy Completes Harrier Prospecting Program and Commences Drilling At Snegamook Uranium Deposit

Vancouver, B.C., October 2nd, 2026, FinanceWire AZINCOURT ENERGY CORP.

Keep Reading →

October 4 - Press Releases

Widgets & Web Offers All-Inclusive Investor Relations Websites for Public Companies, IPOs and SPACs

Miami, United States, October 2nd, 2026, FinanceWire Managed IR websites combine automated SEC filings, stock data and investor communications with transparent subscription pricing...

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October 4 - Press Releases

Why Iovance Biotherapeutics (IOVA) Effortlessly Soared 256% in Q3

Iovance Biotherapeutics (NASDAQ:IOVA) emerged as the top-performing mid-cap stock in the US market in the third quarter of the year, with shares soaring by 256 percent during ...

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October 4 - Market Movers, News

Salesforce (CRM) Is Buying Back $50 Billion of Stock. What Does That Say About Growth?

Salesforce, Inc.

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October 4 - Hedge Funds, News

Blackstone (BX) vs KKR (KKR): Which is a Better Stock to Buy?

Blackstone Inc. (NYSE:BX) closed at $111.75 on October 2 and KKR & Co. Inc. (NYSE:KKR) at $90.29.

Keep Reading →

October 3 - Hedge Funds, News

What is Progressive’s (PGR) Economic Moat, and is it Widening or Narrowing?

The Progressive Corporation (NYSE:PGR) closed at $210.31 on October 2, having lost ground over twelve months while the wider market rose.

Keep Reading →

October 3 - Hedge Funds, News

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7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds

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7 Best Rare Earth Stocks to Buy According to Hedge Funds

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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

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

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

11 Best Cancer Stocks to Buy Right Now

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

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

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20 Countries with the Highest Homeless Population

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12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

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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

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

Top 13 English Speaking Countries in Asia

Top 13 English Speaking Countries in Asia

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20 States with Highest Female to Male Ratio in the US

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20 States with the Lowest Life Expectancy in the US

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25 Cities with the Highest Homeless Population 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

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10 Best Gold Stocks Under $30

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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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15 Healthiest Countries in Europe

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15 Healthiest Countries In Africa

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20 Budget-Friendly Corporate Gifts for Employees

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20 African Countries with Highest Divorce Rate

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The Best State for Education in the US

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