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Insider Monkey Blog

Hedge Fund and Insider Trading News: Hamza Lemssouguer, Bill Ackman, Ray Dalio, Warren Buffett, Citadel Investment Group, Shah Capital Management, Qube Research & Technologies, Workday Inc (WDAY), Oscar Health Inc (OSCR), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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April 8 - Hedge Funds, Insider Trading

Jim Cramer’s 12 Stock Calls and the Impact of Bond Market

In this article, we will look at Jim Cramer’s stock calls as he discussed the impact of the bond market.

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April 8 - Hedge Funds, News

Jim Cramer’s 5 Stock Calls and the Impact of Bond Market

In this article, we will look at Jim Cramer’s 5 Stock Calls and the Impact of the Bond Market.

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April 8 - News

Top 10 Hollywood Smile Clinics, DRGO Smile Clinic Gains Recognition for Aesthetic Dentistry

Turkey’s Hollywood Smile market is entering a more competitive and more closely watched phase, as aesthetic dentistry becomes one of the most visible branches of the country...

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April 8 - Business, News

Hedge Fund Investor Letters Q1 2026

We will be sharing Q1 2026 hedge fund investor letters in this article.

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April 8 - Hedge Fund Investor Letters, News

Here is Why Micron Technology (MU) Is Among the Most Owned Stocks by Hedge Funds

As of April 3, 2026, over 90% of covering analysts keep positive ratings on Micron Technology, Inc.

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April 8 - News

Does Super Micro (SMCI) Rank Among the Most Oversold Data Center Stocks to Invest In?

Only around 30% of covering analysts continue to rate Super Micro Computer, Inc. (NASDAQ:SMCI) as a “Buy,” as of April 1, 2026.

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April 8 - News

Is Meta (META) One of the Most Owned Stocks by Hedge Funds?

As of April 3, 2026, 90% of covering analysts maintain bullish ratings on Meta Platforms, Inc.

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April 8 - News

Everpure (PSTG) Is Among the Most Oversold Data Center Stocks to Invest In

Northland raised its price target to $81 from $77 on March 9, 2026, upgrading Everpure, Inc. (NYSE:PSTG) from Market Perform to Outperform.

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April 8 - News

Broadcom (AVGO): 7 Most Oversold Data Center Stocks to Invest In

On March 24, 2026, Broadcom Inc. (NASDAQ:AVGO) signed a $970 million, five-year contract with the Defense Information Systems Agency and Carahsoft Technology Corp.

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April 8 - News

15 Stocks Set to Explode in the Next 3 Years

Ongoing market volatility tied to the Iran conflict is changing investor behavior, with a growing preference for more selective positioning.

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April 8 - Hedge Funds, News

5 Stocks Set to Explode in the Next 3 Years

In this article, we will list the 5 Stocks Set to Explode in the Next 3 Years.

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April 8 - News

Ziff Davis (ZD) Gained from Business Divestiture

Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.

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April 8 - Hedge Fund Investor Letters, News

Kingdom Capital Advisors Benefited from its Shorter-Duration Position in Eastman Kodak Company (KODK)

Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.

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April 8 - Hedge Fund Investor Letters, News

KCA Value Composite Exited TSS (TSSI) With Gains

Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.

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April 8 - Hedge Fund Investor Letters, News

Energous (WATT) Gained from a Dilutive Capital Raise by Management

Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.

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April 8 - Hedge Fund Investor Letters, News

Kingdom Capital Advisors Generated About 50% Return in One Month from Its Investment in SunOpta (STKL)

Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.

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April 8 - Hedge Fund Investor Letters, News

Kingdom Capital Advisors’ Investment Thesis for Alliance Entertainment Holding Corporation (AENT)

Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.

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April 8 - Hedge Fund Investor Letters, News

Piper Sandler Remains Cautious on JPMorgan (JPM) Amid Weaker Earnings Forecasts

Amid weaker earnings forecasts and lower bank equity valuations, the firm cut its price target for the stock. Piper Sandler lowered its price target for JPMorgan Chase & Co.

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April 8 - News

Mixed Analyst Sentiment on Tesla (TSLA) Amid Valuation Concerns

As of April 3, 2026, despite mixed overall analyst sentiment on Tesla, Inc. (NASDAQ:TSLA), the consensus price target of $460.00 indicates a potential upside of 27.57%.

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April 8 - News

Should You Hold Net Lease Office Properties (NLOP)?

Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.

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April 8 - Hedge Fund Investor Letters, News

Kingdom Capital Advisors Reaffirms Its Unchanged Fundamental Outlook on Magnera (MAGN)

Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.

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April 8 - Hedge Fund Investor Letters, News

Guggenheim Remains Bullish on Eli Lilly (LLY) Ahead of Q1 2026 Results

On March 30, 2026, Guggenheim updated its model ahead of the first-quarter data and lowered the firm’s price target for Eli Lilly and Company (NYSE:LLY) from $1,168 to $1,163...

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April 8 - News

Analysts Remain Confident in UnitedHealth (UNH)’s Growth Initiatives Outside of Its Main Insurance Operations

As of April 3, 2026, Wall Street has a constructive view on UnitedHealth Group Incorporated (NYSE:UNH), with 75% of covering analysts rating the stock bullishly, and a consensus...

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April 8 - News

Oppenheimer Bullish on Netflix (NFLX) Amid Higher Revenue Driven By Price Hikes

As of March 27, 2026, Oppenheimer maintained its “Outperform” rating and raised its price target to $135 (from $125) for Netflix, Inc. (NASDAQ:NFLX).

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April 8 - News

Wells Fargo Cautious on Uber Technologies (UBER)’s Near-Term Outlook

On March 30, 2026, Wells Fargo reduced its price target for Uber Technologies, Inc. (NYSE:UBER) from $100 to $95 while keeping an “Overweight” rating.

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April 8 - News

Mastercard Incorporated (MA) Entered Late March with Wall Street’s Support for Its New Push Into Crypto Infrastructure

As of April 3, 2026, over 90% of covering analysts remain bullish on the stock, with the consensus price target of $665 implying a roughly 35% upside.

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April 8 - News

Analysts Remain Constructive on Apple (AAPL) Amid Expectations for Market Share Gain

Comparing it to Samsung’s 2009–2013 strategy, which saw Samsung increase its global smartphone share from 4% to 32% in Q3 2013, Bernstein emphasized Apple Inc.

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April 8 - News

Citi Remains Bullish on Taiwan Semiconductor (TSM) Amid Growing Demand for AI-Driven Chips

As of March 30, 2026, Citigroup reaffirmed its “Buy” rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), raising its price target to NT$2,800 from NT$...

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April 8 - News

Analysts Confident in Amazon.com (AMZN)’s Scale and Ability to Drive Additional Revenue from Its Existing Platforms

As of April 3, 2026, 92% of covering analysts maintain a constructive stance on Amazon.com, Inc. (NASDAQ:AMZN). The consensus price target of $285.00 implies over 35% upside.

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April 8 - News

Goldman Sachs Cautious on QUALCOMM (QCOM) Amid Key Customer Losses

Analysts’ views on Qualcomm Incorporated (NASDAQ:QCOM) remain divided as of April 1, 2026, with roughly 60% of covering analysts holding mixed ratings.

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April 8 - News

Is Hut 8 Corp. (HUT) One of the Most Oversold Data Center Stocks to Invest In?

Arete began coverage on March 23, 2026, with a CA$186.6 price target and a “Buy” rating. The analyst emphasized Hut 8 Corp.

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April 8 - News

Analysts See 100% Upside in Credo Technology (CRDO)

Over 90% of analysts continue to rate Credo Technology Group Holding Ltd (NASDAQ:CRDO) as a “Buy,” as of April 1, 2026, while the consensus price target of $200 implies upside...

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April 8 - News

Analysts See Over 100% Upside in IREN (IREN) Amid Growing Demand for AI-Linked Compute Infrastructure

Over 70% of covering analysts, as of April 1, 2026, remain bullish on IREN Ltd. (NASDAQ:IREN).

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April 8 - News

Is Microsoft (MSFT) One of the Hedge Fund Favorites with Strong Setup in 2026?

As of April 3, 2026, the consensus price target of $600.00 implies over 60% upside, with 92% of covering analysts remaining optimistic toward the stock, indicating that Microsoft...

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April 8 - News

NVIDIA (NVDA) Among the Hedge Fund Favorites with Strong Setup in 2026

As of April 3, 2026, over 90% of covering analysts maintain bullish ratings on NVIDIA Corporation (NASDAQ:NVDA), with the $265 consensus price target implying roughly 50% upside...

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April 8 - News

United Natural Foods (UNFI) Gains from Growing Optimism and Capital Allocation

Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.

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April 8 - Hedge Fund Investor Letters, News

Kingdom Capital Advisors’ Q1 2026 Investor Letter

Kingdom Capital Advisors, a registered investment advisor, released its first-quarter 2026 investor letter.

Keep Reading →

April 8 - Hedge Fund Investor Letters, News

What Makes ExxonMobil (XOM) an Investment Bet?

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”.

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April 8 - Hedge Fund Investor Letters, News

What Enables Blackstone (BX) to Weather The Ups And Downs?

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”.

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April 8 - Hedge Fund Investor Letters, News

Clearbridge Dividend Strategy Trimmed Broadcom (AVGO) Due to Diminishing Risk-Reward Outlook

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”.

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April 8 - Hedge Fund Investor Letters, News

Clearbridge Dividend Strategy Added Honeywell International (HON) Amid Reorganization

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”.

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April 8 - Hedge Fund Investor Letters, News

Clearbridge Dividend Strategy’s Updates on Oracle Corporation (ORCL)

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”.

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April 8 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of Apollo Global Management (APO)?

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”.

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April 8 - Hedge Fund Investor Letters, News

Clearbridge Dividend Strategy Added The Williams Companies (WMB) on Strong Balance Sheet and Growth Outlook

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”.

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April 8 - Hedge Fund Investor Letters, News

Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks

In this article, we will discuss: Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks.

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April 8 - News

Jim Cramer Discussed The Iran Ceasefire & Commented On These 5 Stocks

In this article, we will discuss: Jim Cramer Discussed The Iran Ceasefire & Commented On These 5 Stocks.

Keep Reading →

April 8 - News

Here’s Why Clearbridge Dividend Strategy Sold EQT (EQT) in Q1

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”.

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April 8 - Hedge Fund Investor Letters, News

ClearBridge Investments Dividend Strategy’s Q1 2026 Investor Letter

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Clearbridge Dividend Strategy”.

Keep Reading →

April 8 - Hedge Fund Investor Letters, News

Globant S.A. (GLOB) Slid on Growing AI Disruption Concerns

Harding Loevner, an asset management company, released its “Global Equity Strategy” fourth-quarter 2025 investor letter.

Keep Reading →

April 8 - Hedge Fund Investor Letters, News

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