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Insider Monkey Blog

Jim Cramer Shared What CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s CEO Told Him About AI “Doomsaying”

Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s shares are up by more than 100% year to date.

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September 18 - News

Jim Cramer Revealed GE Vernova Inc. (NYSE:GEV)’s Saying There’s An Order Acceleration

GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer's favorite stocks. Throughout 2025, the CNBC TV host continued to heap praise on the firm.

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September 18 - News

Jim Cramer Said This AI Firm Has More Orders Than “Almost Anybody” Other Than NVIDIA

For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow.

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September 18 - News

Walmart Vs Kroger: Jim Cramer Couldn’t Figure Out Why Only One’s Shares Went Up

Walmart Inc. (NASDAQ:WMT)'s shares closed higher between September 11th and September 14th. On the 11th, before market open, grocery firm The Kroger Co.

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September 18 - News

Jim Cramer Wished He’d Worked At This Firm Instead Of Goldman Sachs

Oil refiner Valero Energy Corporation (NYSE:VLO)'s shares are up by more than 140% over the past year.

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September 18 - News

Allegiant Travel Company (ALGT) Stock Has Upside as Sun Country Merger Synergies Build

Allegiant Travel Company (NASDAQ:ALGT) has declined year-to-date, but the airline’s outlook is improving following the Sun Country Airlines acquisition.

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September 18 - Hedge Funds, News

Jim Cramer Remains Optimistic About Bank of America Corporation (NYSE:BAC) After Recent Drop

Bank of America Corporation (NYSE:BAC)'s shares closed 5% lower on September 14th after the firm's CEO discussed its investment banking revenue at the Barclays global financial...

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September 18 - News

Jim Cramer Believes Chevron Corporation (NYSE:CVX)’s CEO Is A “Beacon”

Oil giant Chevron Corporation (NYSE:CVX) is one of Cramer's top stocks in the space as he has repeatedly praised the firm for more than a year.

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September 18 - News

Jim Cramer Said These 2 Stocks Were Sold Because Of A Rotation – But Is He Right?

Life sciences solutions and products provider Thermo Fisher Scientific (NYSE:TMO)'s shares have done well in September and are up by more than 8% since the 10th.

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September 18 - News

Cardinal Health (NYSE:CAH) Vs Danaher Corporation (NYSE:DHR) – Here’s The One Jim Cramer Said Did Better

Healthcare services and products company Cardinal Health (NYSE:CAH)'s shares are up by more than 10% year-to-date but are down by more than 8% since early September.

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September 18 - News

Here’s When Jim Cramer Thinks Costco Wholesale Corporation (NASDAQ:COST) Will Cut Prices

Costco Wholesale Corporation (NASDAQ:COST) has started to regularly feature on Jim Cramer's watchful radar lately.

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September 18 - News

Here’s A Stock That Jim Cramer Like Before But Now He Just Doesn’t Want To Buy It

Glass technology products manufacturer Corning Incorporated (NYSE:GLW) has had an interesting relationship with Jim Cramer's radar.

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September 18 - News

Strategy (MSTR) Surges 16% on Growing Digital Asset Adoption — A New Catalyst Looms Next Week

Strategy Inc.

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September 18 - Market Movers, News

Jim Stock Used This Stock As An Indicator Of Investor Sentiment Towards AI

Dell Technologies Inc. (NYSE:DELL)'s shares closed 1.7% higher on September 15th, the day Cramer made these remarks.

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September 18 - News

Jim Cramer Said The Strength In Oracle (ORCL)’s Shares Was A “Positive Sign”

Oracle Corporation (NYSE:ORCL) is quite important when it comes to the AI buildout. The shares are down by more than 20% year-to-date.

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September 18 - News

NVIDIA Vs Intel Corporation (NASDAQ:INTC): Here’s The One Jim Cramer Likes

Chip maker Intel Corporation (NASDAQ:INTC) has become one of the hottest stocks in today's market with year-to-date gains and valuation both being richer than AI GPU giant NVIDIA...

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September 18 - News

Jim Cramer Says His Palantir Technologies Inc. (NASDAQ:PLTR) Price Target Is $250

Data analytics firm Palantir Technologies Inc. (NASDAQ:PLTR) used to be a regular feature on Jim Cramer's radar in 2025.

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September 18 - News

Tesla, Inc. (TSLA) Eyes Europe’s Electric Truck Boom With Semi Expansion

Tesla, Inc. (NASDAQ:TSLA) is expanding beyond passenger electric vehicles.

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September 18 - Hedge Funds, News

SailPoint’s (SAIL) Falcon Next-Gen SIEM Arrangement Fits Its Broader Identity Security Push

SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security space, recently expanded its strategic alliance with CrowdStrike.

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September 18 - Hedge Funds, News

Jim Cramer Calls Intel (INTC) the Best Stock in Show and Micron (MU) No. 2

Jim Cramer put Intel Corporation (NASDAQ:INTC) and Micron Technology, Inc.

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September 18 - Hedge Funds, News

Apple Raised Stakes with its $2000-Priced Foldable. But Can it Be the New Growth Engine?

Apple Inc. (NASDAQ:AAPL) has just released its first foldable phone, the Duo, marking the most significant design change to an iPhone in recent years.

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September 18 - Hedge Funds, News

Jim Cramer Says He “Would Be a Buyer Right Here, Right Now” of Nokia (NOK)

Starting the lightning round of the September 16 episode of Mad Money, a caller asked for thoughts on Nokia Oyj (NYSE:NOK) as they highlighted the company’s partnerships with...

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September 18 - Hedge Funds, News

Jim Cramer on CoreWeave (CRWV): “I Think It’s Going to Be Okay to Buy”

On September 16, a caller asked if CoreWeave, Inc.

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September 18 - Hedge Funds, News

Jim Cramer Says AI Could Make Okta’s Security Software More Essential

Jim Cramer highlighted Okta, Inc.

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September 18 - Hedge Funds, News

Jim Cramer Says Selling Arm Holdings (ARM) Early Was a “Big Mistake”

During the September 16 episode of Mad Money, host Jim Cramer discussed the recent pullback in Arm Holdings plc (NASDAQ:ARM) and shared his perspective on the stock trajectory...

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September 18 - Hedge Funds, News

DoorDash’s $300 Million Grubhub Deal Opens a New Venue-Commerce Opportunity

DoorDash, Inc. (NASDAQ:DASH) is acquiring Wonder’s Grubhub Campus Dining business for $300 million and investing another $125 million in Wonder’s Series D.

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September 18 - Hedge Funds, News

Coca-Cola Bets $10 Billion on U.S. Infrastructure to Drive Growth

The Coca-Cola Company (NYSE:KO) plans to invest $10 billion in U.S.

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September 18 - Hedge Funds, News

General Motors (GM) Bets on Software to Strengthen its Pickup Truck Franchise

General Motors Company (NYSE:GM) is introducing a redesigned software experience on the 2027 Chevrolet Silverado 1500 and GMC Sierra 1500, its two important full-size pickup nameplates...

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September 18 - Hedge Funds, News

Carter’s (CRI) Rebrands for Younger Parents as Sales Momentum Builds

Carter's, Inc.

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September 18 - Hedge Funds, News

Novo CEO Says Drugmaker Needs to “Rethink” its Obesity Strategy

Novo Nordisk A/S (NYSE:NVO) decision to use “Novo” as its day-to-day name is part of a broader attempt by CEO Mike Doustdar to reset the company’s culture and sharpen its...

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September 18 - Hedge Funds, News

Carlyle Expands Canadian Energy Footprint with Parallax Acquisition

The Carlyle Group Inc.

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September 18 - Hedge Funds, News

Honeywell CEO Calls GE-CPP Deal Positive Amid Persistent Supply Constraints

Honeywell Aerospace Inc.

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September 18 - Hedge Funds, News

Gilead Strengthens HIV Growth Platform with Expanded Latin America Access

Gilead Sciences, Inc.

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September 18 - Hedge Funds, News

Truist Reshapes Lending Strategy with $5.5B Auto-Loan Sale

Truist Financial Corporation (NYSE:TFC) is selling $5.5 billion of auto loans as part of CEO Mike Lyons’ broader effort to reshape the bank around businesses that generate stronger...

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September 18 - Hedge Funds, News

JPMorgan Sees Investment Banking and Trading Powering Q3 Growth

JPMorgan Chase & Co.

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September 18 - Hedge Funds, News

AbbVie’s Dividend Growth Remains Solid Despite a Moderate Yield

AbbVie Inc. (NYSE:ABBV) has declared another quarterly dividend of $1.73 per share. The dividend will be paid on November 16, 2026, to shareholders of record as of October 15.

Keep Reading →

September 18 - Dividend Stocks, Hedge Funds, News

Verizon’s Dividend Story: Reliable Income with Gradual Growth

Verizon Communications Inc. (NYSE:VZ) is sticking with its $0.7075 quarterly dividend per share, with the next payment due on November 2, 2026.

Keep Reading →

September 18 - Dividend Stocks, Hedge Funds, News

U.S. Bancorp Delivers Another Dividend Increase: Assessing the Payout

U.S. Bancorp (NYSE:USB)'s latest dividend increase adds another step to an already long-running shareholder return program.

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September 18 - Dividend Stocks, Hedge Funds, News

This Montly Dividend Stock’s 136th Dividend Hike Highlights its Long-Term Income Track Record

Realty Income Corporation (NYSE:O) has raised its monthly dividend once again, lifting the payout to $0.2715 per share from $0.2710.

Keep Reading →

September 18 - Dividend Stocks, Hedge Funds, News

Jim Cramer Says to Wait For Corning (GLW) to Fall Further

During the September 14 episode of Mad Money, a caller asked whether it is a good time to trim profits on Corning Incorporated (NYSE:GLW) or hold the current position.

Keep Reading →

September 18 - Hedge Funds, News

Hedge Fund Investor Letters Q2 2026

In this article, we will share the hedge fund investor letters for the second quarter of 2026.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

Here’s Why the Strategy Exits Boston Omaha Corp. (BOC)

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

Thermo Fisher Scientific (TMO) is Positioned for Resurgence

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. You can download the letter here. U.S.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

Should You Be Bullish on Tyler Technologies (TYL)?

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. You can download the letter here. U.S.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

Fenimore Value Strategy’s Q2 2026 Investor Letter

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

What Makes Ryan Specialty Holdings (RYAN) an Attractive Opportunity?

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

Accenture (ACN) Positioned to Sustain Its Long-Term Competitive Position

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

Here’s Why Aristotle International Equity Fund Exited Unilever (UL)

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

Magnum Ice Cream (MICC): Standalone Structure Enables Exclusive Focus on Frozen Desserts

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

Aristotle International Equity Fund’s Q2 2026 Investor Letter

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter.

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

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