Bernstein Reiterates Outperform on ASML Ahead of Key Q4 Bookings Print
ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus on Wall Street.
Hedge Fund Investor Letters Q4 2025
We will be sharing Q4 2025 hedge fund investor letters in this article.
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Jim Cramer Calls Wingstop (WING) "Too Tough a Call"
Wingstop Inc. (NASDAQ:WING) is a fast food restaurant chain that specializes in selling wings. Its shares are down by 7.2% over the past year and are up by 5.7% year-to-date.
Jim Cramer Says Duolingo (DUOL) is "Oversold"
Duolingo Inc. (NASDAQ:DUOL) is a technology company that provides a language learning platform. The shares have lost 52% over the past year and are down 11% year-to-date.
Jim Cramer Discusses Goldman Sachs (GS) & Trump Credit Card Cap
Banking giant The Goldman Sachs Group, Inc. (NYSE:GS)’s shares are up by a strong 45% over the past year. Cramer has also discussed the firm several times over this time period.
Jim Cramer Discusses Wells Fargo (WFC) & Trump Credit Card Cap
Banking giant Wells Fargo & Company (NYSE:WFC)’s shares are up by 11% over the past year. However, in 2026, the stock is down by 8.7%.
Jim Cramer Discusses Visa (V) & Trump Credit Card Cap
Visa Inc. (NYSE:V) is a payment processing firm. The shares are down by 2.5% over the past year and by 5.9% year-to-date.
Jim Cramer Discusses Mastercard (MA) & Trump Credit Card Cap
Payment processor Mastercard Incorporated (NYSE:MA)’s shares are down by 4% over the past year and by 6.8% year-to-date.
Jim Cramer Loves Intel (INTC) CEO Lip-Bu Tan
Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares are among the top performers in the market. They are up by 122% over the past year and by 14% year-to-date.
Micron (MU) is Facing a Shortage That Can't Be Met, Says Jim Cramer
Over the past couple of months, Cramer has been nothing but praiseful of memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU).
Western Digital (WDC) is Facing a Shortage That Can't Be Met, Says Jim Cramer
Western Digital Corporation (NASDAQ:WDC) is a computer memory storage manufacturer.
Seagate (STX) is Facing a Shortage That Can't Be Met, Says Jim Cramer
Storage devices manufacturer Seagate Technology Holdings plc (NASDAQ:STX)’s shares are among the top performers in the market. The shares are up by 256% over the past year and by 28% year-to-date.
Sandisk (SNDK) is Facing a Shortage That Can't Be Met, Says Jim Cramer
Sandisk Corporation (NASDAQ:SNDK), like its peers in the computer data storage device manufacturing industry, has performed well on the stock market.
AMD (AMD) is Facing a Shortage That Can't Be Met, Says Jim Cramer
Advanced Micro Devices Inc. (NASDAQ:AMD) designs and sells computer chips that are used in computers, data centers, and other applications.
ASML (ASML) is Facing a Shortage That Can't Be Met, Says Jim Cramer
ASML Holding N.V. (NASDAQ:ASML) is one of the most important technology companies in the world.
Microsoft (MSFT) Price Target Lowered at Stifel on Margin Pressure Concerns
Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks in Focus on Wall Street.
AI Cycles Support Long-Term View on META Despite Near-Term Pressure
Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks in Focus on Wall Street.
Alphabet (GOOGL) Price Target Lifted at KeyBanc on AI and Cloud Momentum
Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks in Focus on Wall Street.
Jefferies Flags App Store and Google Ad Risks for Apple (AAPL)
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks in Focus on Wall Street.
Piper Sandler Sees Helios Ramp and OpenAI Driving AMD Upside
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks in Focus on Wall Street.
Needham Upgrades AppLovin (APP) to Buy on Ecommerce Growth Inflection
The firm sees ecommerce growth inflection in 2026, with potential for further upside along a trajectory similar to TikTok’s.
Stifel Upgrades Datadog (DDOG) to Buy Ahead of Earnings, Sees Upside Surprise Potential
Datadog, Inc. (NASDAQ:DDOG) is one of the AI Stocks in Focus on Wall Street. On January 22, Stifel analyst Brad Reback upgraded the stock from Hold to Buy with a price target of $160.00 (from $205.00).
Evercore ISI Reiterates Underperform on IBM Ahead of Earnings, Sees Results In Line
International Business Machines Corporation (NYSE:IBM) is one of the AI Stocks in Focus on Wall Street.
The 200 Billion Dollar Opportunity: How Creative IP Is Emerging as a New Real-World Asset Category
Real-world assets have become one of the most enduring narratives in blockchain. Much of the focus so far has centered on familiar categories such as real estate, commodities, and private credit.
Jefferies Lifts Bloom Energy (BE) Target to $92 Amid Stronger 2026 Forecast, Keeps Underperform
Bloom Energy Corporation (NYSE:BE) is one of the AI Stocks in Focus on Wall Street.
The Shift Toward Asia-Focused Casino Stocks In Global Portfolios
Global portfolios are quietly changing shape. After years of US-centric positioning, more investors are scanning Asia for growth pockets that combine cyclical recovery with structural upside.
Online Gambling Stocks and the Infrastructure Behind Payout Performance
Online gambling stocks have been the subject of significant conversation amongst investors in recent years, and for good reason, as this fascinating industry is witnessing dramatic growth and major upheavals...
Alexandria Real Estate Equities (ARE) Stock Fell Amid Dividend Cut Concerns
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.
Has the Internet Given us Unrealistic Expectations of Speed?
The internet has changed how people live and work forever. However, it didn't just appear overnight, as it has evolved over decades.
Here's Why Teledyne Technologies (TDY) Stock Weighed on ClearBridge Mid Cap Strategy's Returns
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.
Here's Why DraftKings (DKNG) Was Exited Amid Rising Competitive Risks
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.
Regeneron (REGN) Posted Solid Q3 Results, Eyes 2026 Pipeline Catalysts
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua International and ...
Sea (SE) Shares Slide Despite 38% Revenue Growth
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua International and ...
AI-Driven Demand Supports Micron (MU)’s Margin Expansion
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua International and ...
KE Holdings (BEKE) Beats Earnings Expectations Amid Property Slump
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua International and ...
Ryanair (RYAAY) Outlines Bullish Outlook as Forward Bookings Improve
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua International and ...
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