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Insider Monkey Blog

Hedge Fund and Insider Trading News: Ken Griffin, Steve Cohen, George Soros, Warren Buffett, Pershing Square Capital, Millennium Management, Sound Point Meridian Capital Inc (SPMC), CoreWeave Inc (CRWV), and More

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

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October 23 - Hedge Funds, Insider Trading

Barclays Raises PT on Capital One Financial to $271, Keeps Buy Rating

Capital One Financial Corporation (NYSE:COF) is one of Warren Buffett’s 10 Stock Picks with the Strongest Upside Potential.

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October 23 - News

Morgan Stanley Reduces Price Target on Diageo (DEO) Following $750,000 Fine From COMESA

Diageo plc (NYSE:DEO) is one of Warren Buffett’s 10 Stock Picks with the Strongest Upside Potential.

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October 23 - News

Oppenheimer Raises Rating on Jefferies (JEF), Citing Greater Confidence in its Long-term Strategy

Jefferies Financial Group Inc. (NYSE:JEF) is one of Warren Buffett’s 10 Stock Picks with the Strongest Upside Potential.

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October 23 - News

Hedge Fund Investor Letters Q3 2025

We will be sharing Q3 2025 hedge fund investor letters in this article.

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October 23 - Hedge Fund Investor Letters, News

Former Biden Adviser Explains What Concerns Him About NVIDIA (NVDA)-Led AI ‘Bubble’

Jared Bernstein, Stanford Institute for Economic Policy Research policy fellow and former Biden CEA chairman, said in a recent opinion piece that we are in an AI bubble.

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October 23 - News

Do You Believe in the Growth Potential of STERIS (STE)?

Upslope Capital Management, an investment management company, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Stacy Rasgon Explains Why Advanced Micro Devices (AMD) Deal With OpenAI ‘Raises Eyebrows’

Stacy Rasgon, Bernstein U.S.

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October 23 - News

What Makes West Pharmaceutical Services (WST) a Prospective Investment?

Upslope Capital Management, an investment management company, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Analyst Says There’s More Upside to Wells Fargo (WFC)

Stephanie Link, Hightower Advisors' chief investment strategist and portfolio manager, said in a recent program on CNBC that she believes there’s more upside for Wells Fargo...

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October 23 - News

Analyst Says Bristol-Myers Squibb (BMY) Among the Best ‘Deep Value’ Stocks to Buy

Morningstar’s Dave Sekera said in a recent program on Schwab Network that BMY is one of the top deep value stocks today.

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October 23 - News

Is Ventas (VTR) The Best REIT Dividend Stock to Buy for Non-AI Trade?

Morningstar’s Dave Sekera said in a recent program on Schwab Network that investors are not paying attention to non-AI stocks as their focus remains on growth.

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October 23 - News

What Makes Bio-Rad Laboratories (BIO) an Investment Bet?

Upslope Capital Management, an investment management company, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Here’s Upslope Capital Management’s Views on International Money Express (IMXI)

Upslope Capital Management, an investment management company, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Upslope Capital Management’s Q3 2025 Investor Letter

Upslope Capital Management, an investment management company, released its third-quarter investor letter.

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October 23 - Hedge Fund Investor Letters, News

What Makes Adyen (ADYEY) a Highest-Quality Fintech Business?

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Here are Rowan Street Capital’s Updates on The Trade Desk (TTD)

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Here’s How Netflix (NFLX) Rewarded Patient Investors

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Rowan Street Capital’s Views on Spotify (SPOT)

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Rowan Street Capital on Its New Addition to Tesla (TSLA)

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Shopify (SHOP) Compounded 29% Annually. Here’s How

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Meta Platforms (META): An Example of the Strength of Long-Term Investment

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 23 - Hedge Fund Investor Letters, News

Rowan Street Capital’s Q3 2025 Investor Letter

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter.

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October 23 - Hedge Fund Investor Letters, News

Copart (CPRT) Slipped Due to Investors’ Concerns

Wedgewood Partners, an investment management company, released its third-quarter 2025 investor letter.

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October 23 - Hedge Fund Investor Letters, News

CDW (CDW) Fell as Market Yet to Accept it as an “AI Winner”

Wedgewood Partners, an investment management company, released its third-quarter 2025 investor letter.

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October 23 - Hedge Fund Investor Letters, News

Evercore ISI Retains Bullish Stance on Constellation Brands (STZ) Considering Brand Loyalty

Constellation Brands, Inc. (NYSE:STZ) is one of Warren Buffett’s 10 Stock Picks with the Strongest Upside Potential.

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October 23 - News

Analyst Sentiment Remains Mixed on Aon (AON) as BofA Stays Bearish Despite Higher Target

Aon plc (NYSE:AON) is one of Warren Buffett’s 10 Stock Picks with the Strongest Upside Potential.

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October 23 - News

Bernstein Remains Optimistic on Charter Communications (CHTR) Ahead of Q3 2025 Earnings Release

Charter Communications, Inc. (NASDAQ:CHTR) is one of Warren Buffett’s 10 Stock Picks with the Strongest Upside Potential.

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October 23 - News

Is Louisiana-Pacific (LPX) the Best Warren Buffett Stock to Buy Now?

Louisiana-Pacific Corporation (NYSE:LPX) is one of Warren Buffett’s 10 Stock Picks with the Strongest Upside Potential.

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October 23 - News

10 Best Large Cap Stocks to Buy Under $20

Earlier on August 29, Bob Keiser, Aspire Strategist Portfolios co-chief investment officer and senior market strategist, joined CNBC's 'Closing Bell Overtime' to suggest that ...

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October 23 - Hedge Funds, News

10 Best American AI Stocks to Buy According to Analysts

On Tuesday, October 21, Lauren Taylor Wolfe, co-founder of the activist investment firm Impactive Capital, appeared on CNBC’s “Squawk on the Street” to talk about the excitement...

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October 23 - Hedge Funds, News, Tech

Analyst Explains What ‘Caught’ His Attention About Oracle (ORCL)- ‘Late-90s Kind of Vibes’

“Well, it’s funny.

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October 23 - News

Analyst Says Microsoft (MSFT) ‘Last of’ Undervalued AI Stocks

“A number of them are starting to get back into overvalued territory, you know, once again, we still see value there.

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October 23 - News

Should You Hold Booking Holdings (BKNG)?

Wedgewood Partners, an investment management company, released its third-quarter 2025 investor letter.

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October 23 - Hedge Fund Investor Letters, News

Josh Brown on Advanced Micro Devices (AMD) Sudden Stock Spike: ‘Ludicrous Activity’

On October 9, Josh Brown from CNBC commented on AMD’s massive surge following its deal with OpenAI.

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October 23 - News

Was This Analyst Right About Meme Stocks?

Earlier in October, Scott Ladner, Chief Investment Officer at Horizon Investments, talked on CNBC about the launch of the new MEME ETF and said that he’s seeing 2021-like behavior...

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October 23 - News

Mastering the Reels: Top Tips for Smarter Slot Play and How to Apply Them

Slot games are undeniably the most popular offering at online casinos, thanks to their engaging themes, vibrant graphics, and the tantalizing possibility of a big win.

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October 23 - Business, News

Jim Cramer on Western Alliance Earnings: “Everything Looked Fine There”

“Then the next morning, very morning, a different regional bank, Western Alliance, announced that it too was having a credit problem, this time with a revolving credit facility...

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October 23 - News

Jim Cramer Says Zions Bancorporation’s “Overall Results Were Fairly Solid”

Zions Bancorporation, National Association (NASDAQ:ZION) is one of the stocks Jim Cramer recently highlighted.

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October 23 - News

Jim Cramer Says Cruise Companies Like Viking “Represent Tremendous Value”

“Lately, we’ve heard a lot of handwringing about how demand for travel is finally tapering off, but not all forms of travel are created equal.

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October 23 - News

Jim Cramer on Coca-Cola: “CEO James Quincey Showed Remarkable Execution”

“Finally, it’s Coca-Cola.

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October 23 - News

Jim Cramer Says “Danaher Gave Us the Quarter We’ve Been Looking For”

“Then there’s Danaher, DHR, the life sciences and diagnostic equipment company, which has been a huge disappointment for my Charitable Trust for so long.

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October 23 - News

Jim Cramer Says Internal Combustion Hybrids Are the Strength of General Motors

“Mary Barra’s General Motors delivered a terrific quarter. Strong demand for trucks that are exceptionally profitable.

Keep Reading →

October 23 - News

Jim Cramer Highlights 3M’s “Tour de Force” Quarter

“The quarter from 3M, it was superb. This company used to be a fount of new products.

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October 23 - News

Jim Cramer Says “It’s the Perfect Time for RTX”

“The best quarter today came from RTX.

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October 23 - News

Jim Cramer on American Express: “Very Solid Credit Metrics”

American Express Company (NYSE:AXP) provides credit and charge cards, payment and financing products, and travel and lifestyle services.

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October 23 - News

Jim Cramer Says Goldman Sachs is “Starting to See A Lot of Good Stuff From IPO and M&A Advisory Fees”

The Goldman Sachs Group, Inc. (NYSE:GS) provides financial advisory, investment banking, trading, and lending services.

Keep Reading →

October 23 - News

Jim Cramer Says Wells Fargo Earnings Indicated “Credit Quality Was Very Strong”

“Now, we got earnings from the big financials last week, and I was quite heartened by what they had to say.

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October 23 - News

Jim Cramer on Nucor Stock Action: “Very Impressive”

[caption id="attachment_1412056" align="aligncenter" width="3000"] A laptop and a computer monitor display a detailed stock market technical analysis chart.

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October 23 - News

Jim Cramer on GE Aerospace: “I Think There’s More Stellar Quarters to Come”

“Not to be outdone, GE Aerospace put up incredible numbers for commercial jet engines, and more important, aircraft service. That’s where the real money is.

Keep Reading →

October 23 - News

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25 Countries with the Highest Alcohol Consumption per Capita

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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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