All Stock News

Capricorn Energy sees higher production on Egypt boost

Oil producer Capricorn Energy said on Monday it expects higher production in 2026 compared with last year, supported by the expansion of its Egypt operations.

12 minutes ago - Reuters

Ampol Limited (CTXAY) Q4 2025 Earnings Call Transcript

Ampol Limited (CTXAY) Q4 2025 Earnings Call Transcript

16 minutes ago - Seeking Alpha

Costco: A Tariff-Rollback Winner, But No Longer On Sale

Costco: A Tariff-Rollback Winner, But No Longer On Sale

Stocks: COST
17 minutes ago - Seeking Alpha

Johnson Matthey agrees to reduced $1.8 billion sale of catalyst division to Honeywell

UK chemicals company Johnson Matthey agreed to sell its catalyst technologies business to Honeywell for a reduced price of 1.33 billion pounds ($1.80 billion) on Monday, down from the previously agree...

Stocks: HON
42 minutes ago - Reuters

Micron and Its Memory-Chip Peers Are Riding the AI Surge. How and When It Could Turn Sour.

Micron Technology, SK Hynix, and Samsung Electronics are soaring as AI growth creates huge demand for their memory chips. But investors still need to watch for signals of a downturn.

Stocks: MU
50 minutes ago - Barrons

Oil News: Iran Talks Thursday Could Make or Break Crude Oil's Rally This Week

Is a $6 to $12 risk premium baked into crude oil prices? Iran talks, Goldman's outlook and key levels at $64.84 and $67.25 define this week's oil market direction.

55 minutes ago - FXEmpire

Italy's Enel plans 53 bln euros of investments by 2028

Italy's biggest utility Enel pledged on Monday to boost investments by 10 billion euros to around 53 billion euros ($63 billion) in the 2026-2028 period.

1 hour ago - Reuters

Gold (XAUUSD) & Silver Price Forecast: 1,000 Tonnes Bought, Demand Surges – Rally Sustainable?

Gold (XAUUSD) and Silver (XAG) rally as 1,000 tonnes of central bank buying and a weaker dollar fuel demand. Can the breakout sustain?

1 hour ago - FXEmpire

Natural Gas and Oil Forecast: $9M Inventory Draw – WTI Break $66?

WTI crude hovers near $65 as a 9mn barrel US inventory draw clashes with surplus fears. Can OPEC+ discipline offset rising non-OPEC supply?

1 hour ago - FXEmpire

How the AI debt binge shattered hyperscalers' ‘unspoken contract' with investors

Amazon, Meta and Alphabet all hiked their AI capex guidance in recent earnings statements. Hyperscalers are increasingly funding the buildout with debt rather than cash flow, shifting risk onto bondho...

1 hour ago - CNBC

ICOW: A Unique Approach To International Value With Middling Results

The Pacer Developed Markets International Cash Cows 100 ETF is a large-cap foreign value fund uniquely excluding financials. ICOW selects 100 stocks from the FTSE Developed ex-US Index based on high f...

Stocks: ICOW
2 hours ago - Seeking Alpha

PDF Solutions: What The Outlook Says And Does Not Say

FY2025 ended strong for PDF Solutions with new records set, and the outlook calls for strong growth in FY2026 and beyond. PDFS has been moving higher for 10 months in the charts, but further gains cou...

Stocks: PDFS
2 hours ago - Seeking Alpha

Rolls-Royce urges UK to commit to subsidies for about $4 billion engine project, FT reports

Rolls-Royce is urging the UK government to commit to taxpayer support for the 3 billion pounds ($4.05 billion)development of a new aircraft engine project, the Financial Times reported on Monday, citi...

2 hours ago - Reuters

Nebius: Profitable On EBITDA Basis As AI Cloud Demand Explodes

Nebius: Profitable On EBITDA Basis As AI Cloud Demand Explodes

Stocks: NBIS
2 hours ago - Seeking Alpha

Nickel Industries Limited (NICMF) Q4 2025 Earnings Call Transcript

Nickel Industries Limited (NICMF) Q4 2025 Earnings Call Transcript

2 hours ago - Seeking Alpha

QGRW: High Quality Tech Exposure

The WisdomTree U.S. Quality Growth Fund (QGRW) offers concentrated exposure to mega-cap tech, emphasizing high profitability and robust earnings growth. QGRW trades at a 29.2x P/E, a 33% premium to th...

Stocks: QGRW
2 hours ago - Seeking Alpha

Mayne Pharma Group Limited (MAYNF) Q2 2026 Earnings Call Transcript

Mayne Pharma Group Limited (MAYNF) Q2 2026 Earnings Call Transcript

3 hours ago - Seeking Alpha

Chorus Limited (CHRYY) Q2 2026 Earnings Call Transcript

Chorus Limited (CHRYY) Q2 2026 Earnings Call Transcript

3 hours ago - Seeking Alpha

CHY: Well-Supported 10% Dividend Yield

CHY: Well-Supported 10% Dividend Yield

Stocks: CHY
3 hours ago - Seeking Alpha

Austal Limited (AUTLF) Q2 2026 Earnings Call Transcript

Austal Limited (AUTLF) Q2 2026 Earnings Call Transcript

3 hours ago - Seeking Alpha

Perenti Limited (AUSDF) Q2 2026 Earnings Call Transcript

Perenti Limited (AUSDF) Q2 2026 Earnings Call Transcript

3 hours ago - Seeking Alpha

Federal Agricultural Mortgage: Loan Losses Cause Concern, But Growth Should Overshadow Fear

Farmer Mac shares plunged 14% after an earnings miss, but I view the current price as a compelling entry point. AGM's core earnings grew to $182.9M in 2025, but rising nonaccrual loans and a $33M incr...

Stocks: AGM
3 hours ago - Seeking Alpha

Navigator Global Investments Limited (HFAHF) Q2 2026 Earnings Call Transcript

Navigator Global Investments Limited (HFAHF) Q2 2026 Earnings Call Transcript

3 hours ago - Seeking Alpha

Reddit: Buy The Dip, Growth Is Unshakable

Reddit has fallen nearly 40% YTD, presenting a compelling buying opportunity as product improvements drive user and revenue growth. RDDT's Q4 showcased accelerated revenue and U.S. user growth, with p...

Stocks: RDDT
3 hours ago - Seeking Alpha

EPU: A Beneficiary Of Peru's Solid GDP Growth And High Commodity Prices

EPU: A Beneficiary Of Peru's Solid GDP Growth And High Commodity Prices

Stocks: EPU
3 hours ago - Seeking Alpha

Gold (XAUUSD) and Silver Analysis – Tariff Uncertainty and Weak Growth Support Upside

Gold and silver stay supported as policy uncertainty, weak growth, and strong technical breakouts suggest further upside toward $5,600 for gold and $100 for silver.

3 hours ago - FXEmpire

Blackstone Mortgage Trust: Portfolio Shift, Growth, Cheap (Rating Upgrade)

Blackstone Mortgage Trust: Portfolio Shift, Growth, Cheap (Rating Upgrade)

Stocks: BXMT
4 hours ago - Seeking Alpha

Borr Drilling: Share Price Is Not Supported By Future Revenues

Borr Drilling: Share Price Is Not Supported By Future Revenues

Stocks: BORR
4 hours ago - Seeking Alpha

Lundin Gold: Moderately To Generously Valued Stock, But With Ascent (Upgrade)

Lundin Gold Inc. (LUGDF) is upgraded to Hold (from previous Sell) as robust gold prices and strong mine performance support a stable outlook. FDN mine's high-grade reserves, aggressive exploration, an...

4 hours ago - Seeking Alpha

Newmont Mining: $5100 Gold, 14x P/E - Raising My Price Target

Newmont Corporation (NEM) remains a buy, supported by robust Q4 results, strong cash flow, and disciplined capital returns. NEM delivered $2.52 non-GAAP EPS (vs. $2.03 consensus), $6.81B revenue (+21%...

Stocks: NEM
4 hours ago - Seeking Alpha

Electro Optic Systems Holdings Limited (EOPSF) Q4 2025 Earnings Call Transcript

Electro Optic Systems Holdings Limited (EOPSF) Q4 2025 Earnings Call Transcript

4 hours ago - Seeking Alpha

Imdex Limited (IMDXF) Q2 2026 Earnings Call Transcript

Imdex Limited (IMDXF) Q2 2026 Earnings Call Transcript

4 hours ago - Seeking Alpha

McMillan Shakespeare Limited (MCSLF) Q2 2026 Earnings Call Transcript

McMillan Shakespeare Limited (MCSLF) Q2 2026 Earnings Call Transcript

4 hours ago - Seeking Alpha

Santacruz Silver: Elite Grades And Undervalued

Santacruz Silver: Elite Grades And Undervalued

4 hours ago - Seeking Alpha

Kogan.com Ltd (KGGNF) Q2 2026 Earnings Call Transcript

Kogan.com Ltd (KGGNF) Q2 2026 Earnings Call Transcript

4 hours ago - Seeking Alpha

Boise Cascade: Expect Short Term Pain, But Long Term Gain

Boise Cascade Company (BCC) faces near-term headwinds from declining housing activity, lower sales volumes, and price pressures, but remains attractively valued. Despite a 27.8% stock decline since ea...

Stocks: BCC
4 hours ago - Seeking Alpha

Astec Industries' Surge Was Well-Deserved, And More Upside Is Warranted

Astec Industries remains a soft ‘buy' after a 63.5% gain since April 2023, supported by attractive valuation and acquisition-driven growth. Recent results show Q3 revenue up 20.1% to $350.1M, with EBI...

Stocks: ASTE
5 hours ago - Seeking Alpha

Opus Genetics: Asymmetric Upside With LCA5 And BEST1

Opus Genetics targets inherited retinal diseases with one-dose AAV gene augmentations. Its lead candidate is OPGx-LCA5, which is moving into Phase 3 enrollment. Interestingly, OPGx-LCA5's Phase 1/2 sh...

Stocks: IRD
5 hours ago - Seeking Alpha

CSD: A Hold As Soft Risk-Adjusted Returns Overshadow Recent Outperformance

Invesco S&P Spin-Off ETF offers exposure to a concentrated portfolio of U.S. companies that have been spun off from larger players "within the past four years."

Stocks: CSD
5 hours ago - Seeking Alpha

Gemini Cuts More Staff as Crypto Firm's Valuation Plunges 82%

Gemini is reportedly cutting more staff amid an 82% decline in the crypto firm's valuation. The company has in recent days laid off additional workers beyond the 25% of staff cuts it announced earlier...

Stocks: GEMI
5 hours ago - PYMNTS

Bitcoin falls below $65,000, dropping over 5%, after Trump raises global tariffs to 15%

Bitcoin fell more than 5% to below $65,000 after President Donald Trump announced plans to raise global tariffs to 15%. Nastco | Getty Bitcoin fell more than 5% to below $65,000 on Monday after U.S. P...

5 hours ago - CNBC

Comvita Limited (CVNZF) Q2 2026 Earnings Call Transcript

Comvita Limited (CVNZF) Q2 2026 Earnings Call Transcript

6 hours ago - Seeking Alpha

CF Industries: The Valuation Disconnect Is Still Too Big To Ignore

CF Industries remains a Strong Buy, with the stock significantly undervalued relative to long-term free cash flow and potential. CF delivered strong Q4 and 2025 results, beating estimates and generati...

Stocks: CF
6 hours ago - Seeking Alpha

Nuix Limited (NXLLF) Q2 2026 Earnings Call Transcript

Nuix Limited (NXLLF) Q2 2026 Earnings Call Transcript

6 hours ago - Seeking Alpha

Nextdoor Holdings: Operating Like A Scaled Platform Without The Scale

Nextdoor maintains a hold rating due to a lack of urgency in business model transformation, despite a $403 million cash cushion. Q4 revenue grew 7% year-over-year, driven by 32% self-serve sales growt...

Stocks: NXDR
6 hours ago - Seeking Alpha

Gold and Silver Rise Amid Renewed Trade Tensions

Gold and silver gained in early Asian trade. Trade tensions have renewed following Trump's latest moves, which are likely to spur haven-buying that supports gold and silver, ANZ said.

7 hours ago - WSJ

Investor Ed Garden Builds Stake in Fortune Brands, Seeking New CEO

Garden believes the company behind Moen faucets and Master Lock could grow much larger over the next decade.

Stocks: FBIN
7 hours ago - WSJ

Oil Falls Amid Prospect That U.S. Strike on Iran Might Be Limited

Oil fell in early Asian trade. President Trump is weighing an initial limited military strike on Iran to compel the country to meet his demands for a nuclear deal.

8 hours ago - WSJ

Oil slides on Iran nuclear talks, fresh US tariff uncertainty

Oil prices slid 1% on Monday with the U.S. and Iran headed for a third round of nuclear talks, easing concerns about a potential conflict, while President Donald Trump created uncertainty for global g...

8 hours ago - Reuters

Apple might take a new approach to announcing its next products

Apple has invited the tech press to a “special Apple experience” on March 4, but it might unfold a bit differently than the company's standard press event.

Stocks: AAPL
8 hours ago - TechCrunch

Silver (XAG) Forecast: Silver Market Sets Up for Breakout as Silver Reclaims 50-Day MA

Technical momentum builds with silver trading above major pivots and the 50-day MA, setting the stage for a test of $86.32 resistance.

8 hours ago - FXEmpire

Australia's Ampol beats profit estimates on strong refining margins

Australia's top fuel retailer Ampol reported a better-than-expected annual profit on Monday, driven by strong refining margins at its Lytton refinery in Queensland and a robust performance from its co...

10 hours ago - Reuters

BABA's Bottom Line Catalysts: AI, China Regulation & Earnings

Henry Greene previews Alibaba (BABA) earnings ahead of the company's report this Tuesday. He notes changes the Chinese ecommerce giant has made to adjust itself to the global AI boom, calling it a via...

Stocks: BABA
10 hours ago - Schwab Network

S&P 500: Best Case Scenario? Another Failed Rally (Technical Analysis)

The S&P 500 faces mixed technical signals. This article weighs out the pros and cons. Despite no decisive reversal, repeated failure at key levels and exhaustion signals point to increased downside ri...

10 hours ago - Seeking Alpha

Trump's Netflix threat is a warning to every CEO

President Donald Trump wants Netflix to boot board member Susan Rice. Netflix wants Trump's approval for its planned purchase of Warner Bros.

Stocks: NFLX
11 hours ago - Business Insider

Exceptional Returns With Low Volatility: Why I Exited Ellington Financial Series B Preferred Share

Ellington Financial preferred shares, notably EFC-B, have delivered high yield, price appreciation, and low volatility, making them standout investments in the mortgage REIT sector.

Stocks: EFC
11 hours ago - Seeking Alpha

Nvidia, Warner Bros., Berkshire Hathaway, Home Depot, and More Stocks to Watch This Week

We'll also see earnings reports from Constellation, Dell, Intuit, CoreWeave, and many more.

Stocks: HDNVDAWBD
12 hours ago - Barrons

Baron Emerging Markets Fund Q4 2025 Portfolio Activity

During Q4, Baron Emerging Markets Fund added a few new investments to existing themes while also increasing exposure to several positions that we established in earlier periods. SK hynix has emerged a...

12 hours ago - Seeking Alpha

Rolls-Royce to return as much as $2 billion to shareholders in buyback, Sky News reports

Rolls-Royce Holdings is expected to announce alongside its annual results this week that it will launch a fresh share buyback worth as much as 1.5 billion pounds ($2 billion), Sky News reported on Sun...

13 hours ago - Reuters

Enel launches share buyback of up to 1 billion euros ahead of business plan

Italy's biggest utility Enel said on Sunday it would launch a new tranche of a share buyback worth up to 1 billion euros ($1.18 billion).

14 hours ago - Reuters

Trump says Netflix will face ‘consequences' if it doesn't fire board member Susan Rice

President Donald Trump said in a social media post Saturday that Netflix will “pay the consequences” if it doesn't fire Susan Rice, who has served as the company's board of directors since 2018.

Stocks: NFLX
14 hours ago - TechCrunch

Netflix Officially Under DOJ Antitrust Scrutiny “To Create A Monopoly” With Warner Bros Merger; Feds Want Details From Producers & Filmmakers On Streamer's Leverage

After months of jabs and feints, the white gloves may have truly come off in Netflix and Paramount's multibillion-dollar battle for control of Warner Bros. Discovery.

Stocks: NFLXWBD
14 hours ago - Deadline

Gold sheds its safe-haven status. Is it just another momentum play now?

Gold has been on a spectacular, record-breaking bull run for much of the past three years — but some of the shine may be coming off the yellow metal, judging by its moves over the past week.

14 hours ago - Market Watch

My 4 Favorite 2-ETF Pairs For The Rest Of 2026

The article emphasizes the importance of delivering what investors or consumers demand. It highlights a strategic focus on aligning offerings with market preferences to drive success.

Stocks: BILSPY
15 hours ago - Seeking Alpha

Trump demands Netflix fire Susan Rice as DOJ probes Warner deal

President Donald Trump demanded that Netflix fire board member Susan Rice or "pay the consequences." Rice argued during a podcast last week that "it is not going to end well" for corporations, news or...

Stocks: NFLXWBD
15 hours ago - CNBC

JGRO: Promising Start And Unconvincing Follow-On

The JPMorgan Active Growth ETF targets large-cap U.S. companies with high expected earnings growth, emphasizing technology. Despite a strong start, JGRO now lags major passive growth ETFs in returns a...

Stocks: JGRO
15 hours ago - Seeking Alpha

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

16 hours ago - Benzinga

Agency mREITs: Which Are Gold, Which Are Yield Traps

Minimal Credit Risk: Agency MBS are guaranteed by GSEs. Historically, MBS prices rise during economic downturns, leading to higher book values and sustainable payouts for mREITs. Despite a recent rall...

Stocks: ADAMARRDXORC
16 hours ago - Seeking Alpha

Tariffs costs and refunds take the spotlight as Home Depot, TJX and other retailers report earnings this week

The Supreme Court struck down most of the Trump administration's tariffs, but uncertainty remains for store chains.

16 hours ago - Market Watch

Blue Owl: Irrational Fears Return

Blue Owl Capital has seen recent stock declines driven by misplaced credit and AI disruption fears. The alternative asset manager reported strong Q4 '25 results: fee-related earnings and distributable...

Stocks: OWL
16 hours ago - Seeking Alpha

The Week Ahead: Markets Eye Tariff Ruling, Nvidia Earnings, and Key PPI Report

Markets enter the week focused on Nvidia earnings, PPI inflation, and fallout from the tariff decision. Key levels and catalysts ahead.

Stocks: NVDA
16 hours ago - FXEmpire

Nvidia's Stock May Fall Sharply After Earnings

NVIDIA faces a mechanically unfavorable setup post-earnings due to extremely bullish options positioning and high implied volatility. Implied volatility is expected to collapse from ~60% to ~30% after...

Stocks: NVDA
16 hours ago - Seeking Alpha

Rithm Property Trust: Reverse Stock Split Won't Reverse Book Value Dip

Rithm Property Trust is paying out a 9.8% dividend yield but generated negative earnings available for distribution during its fiscal 2025 fourth quarter. The mREIT just engineered a one-for-six rever...

Stocks: RPT
17 hours ago - Seeking Alpha

NVDA Earnings Incoming: What to Watch & Big Tech Impact

Ken Mahoney describes a “perfect storm” in markets between AI capex, economic data, and geopolitical worries. He looks ahead to Nvidia (NVDA) earnings, due next Wednesday, and what the Street is antic...

Stocks: NVDA
17 hours ago - Schwab Network

Nestle: Ice Cream Exit Reflects Strategic Execution

Nestle: Ice Cream Exit Reflects Strategic Execution

17 hours ago - Seeking Alpha

Dollar General: An Unexpected Winner Amidst Tariff Drama

Dollar General remains a 'buy' despite tariff uncertainty, supported by strong fundamentals and attractive relative valuation. DG's limited import exposure provides a comparative advantage over peers,...

Stocks: DG
17 hours ago - Seeking Alpha

Herbalife's Turnaround Accelerates With Ronaldo's Pro2col

HLF exited 2025 showing positive signs for its turnaround story. Q4 net sales increased YoY with improving momentum. HLF's India operations contributed to its outsized growth after they reduced GST, w...

Stocks: HLF
18 hours ago - Seeking Alpha

Trump warns Netflix of ‘consequences' unless it pulls top Democrat from board

US president calls for removal of Susan Rice as streaming platform pursues takeover of Warner Bros Discovery

Stocks: NFLX
18 hours ago - The Guardian

Hudbay Minerals: Record Results And More Upside Ahead

Hudbay Minerals delivered record 2025 results, achieving $2.2B revenue, $1B adjusted EBITDA, and negative copper cash costs, confirming my bullish thesis.

Stocks: HBM
18 hours ago - Seeking Alpha

JCE: Large-Cap Equity Fund With Call Options, 8.15% Yield, And 5.7% Discount

Nuveen Core Equity Alpha Fund offers a large-cap equity portfolio with a call-overlay strategy, suitable for income-focused investors. JCE delivers an 8.14% yield at a 5.7% NAV discount, with a sustai...

Stocks: JCE
18 hours ago - Seeking Alpha

Texas Pacific Land Corporation: Fantastic Business Deserving Of A Premium Pricing

Texas Pacific Land Corporation earns a strong buy rating, driven by resilient royalty revenues and high-margin water services growth. TPL's water services segment, now 21% of revenue, is rapidly expan...

Stocks: TPL
18 hours ago - Seeking Alpha

Inside Sony, Panasonic and Japan's Corporate Reinvention

After decades of economic conservatism and cash hoarding, Japanese corporations are putting reform into practice. Spin-offs are accelerating, capital structures are shifting, and private capital is st...

Stocks: SONY
18 hours ago - Bloomberg Markets and Finance

As American Girl turns 40, Mattel grapples with bringing dolls into a new era

American Girl marks its 40th anniversary after five quarters of sales growth, but revenue remains far below its peak as Mattel faces industry pressures.

Stocks: MAT
18 hours ago - CNBC

Merck: Why Investors Should Remain Bullish Despite Patent Risks

Merck started 2026 on a high note. On February 13, its stock reached a 52-week high of $123.3. One of the key reasons Merck is once again becoming a Wall Street favorite is the 6.8% year-over-year inc...

Stocks: MRK
18 hours ago - Seeking Alpha

Top Wall Street analysts are bullish on the growth potential of these three stocks

TipRanks names three stocks that analysts believe are set to perform well despite the recent market noise around AI disruption.

Stocks: ANETDDOGVRT
19 hours ago - CNBC

The world's largest energy lender has a new head: Here's how it could shape U.S. policy

Former Apollo executive Gregory Beard was recently tapped to run the Office of Energy Dominance Financing, the largest energy lender in the world, with some $289 billion in loan authority. In an exclu...

Stocks: CEG
19 hours ago - CNBC

Tesla still has to pay $243 million over fatal Autopilot crash, judge rules

A federal judge has ruled that Tesla is still required to pay $243 million over a 2019 crash involving a Tesla equipped with Autopilot, despite the company's efforts to overturn the verdict.

Stocks: TSLA
19 hours ago - Fast Company

MSTY: Buy For Income And Upside Exposure On Strategy

The YieldMax MSTR Option Income Strategy ETF is rated a buy for its consistent income and reduced exposure to MSTR's Bitcoin-driven volatility. MSTY's options strategies—covered calls and call spreads...

Stocks: MSTY
19 hours ago - Seeking Alpha

The SaaSpocalypse Just Created One Of The Best 11%+ Yielding Opportunities I've Ever Seen

A $1 trillion wipeout just rocked software stocks. However, the real opportunity may be hiding in plain sight. While everyone debates AI disruption, a deeply undervalued, high-quality, well-covered 11...

19 hours ago - Seeking Alpha

What to Expect in Markets This Week: Earnings From Nvidia, Home Depot, Banks, and Berkshire; Trump Speech

Earnings from Nvidia, the world's most valuable company, and President Donald Trump's State of the Union address take center stage this week.

Stocks: NVDA
19 hours ago - Investopedia

Copper Price Forecast – Strong Structural Demand Supports Higher Prices After Consolidation

Copper's 2025 rally driven by electrification, AI infrastructure, and power grid expansion may face short-term volatility from rising inventories and softer China demand, but the long-term outlook rem...

Stocks: CPER
19 hours ago - FXEmpire

Sandisk: A Structural Story Hiding Behind Cyclical Numbers

Sandisk's Kioxia JV gives it leading-edge NAND manufacturing at 5.8% capex-to-revenue, compared to 30%+ at Micron, creating a structurally different margin and free cash flow profile than any integrat...

Stocks: SNDK
20 hours ago - Seeking Alpha

Cybersecurity's Anthropic Headwind - This Makes No Sense

CrowdStrike, Cloudflare, and Rubrik remain strong 'buy' ratings despite the recent sell-off triggered by Anthropic's Claude Code Security launch. Claude Code Security targets application code vulnerab...

Stocks: BUG
21 hours ago - Seeking Alpha

Nvidia Wants to Be the Brain of Consumer PCs Once Again

The move marks a return to the consumer PC market for the leader in AI chips.

Stocks: NVDA
21 hours ago - WSJ

Wall Street's Latest Bet Is on ‘HALO' Companies With AI Immunity

Deere and McDonald's have become darlings to investors worried about broad AI disruption.

Stocks: DEMCDXOM
21 hours ago - WSJ

Apple Obliterated Tariff Headwinds - The Supreme Court Decision Doesn't Matter

The US Supreme Court just invalidated the US's tariff regime on Friday, but President Trump has already announced a 15% blanket tariff, making the situation uncertain. Apple has racked up a $3.3B tari...

Stocks: AAPL
21 hours ago - Seeking Alpha

India delays Washington trade visit as U.S. tariff policy shifts, source tells CNBC

Indian and U.S. trade negotiators had been due to hold talks in Washington, D.C., this week.

Stocks: INDA
21 hours ago - CNBC

US Trade Policy Developments and Their Market Impact This Week

The Supreme Court ruling on Trump's tariffs has altered the legal framework but not the protectionist policy direction, keeping the U.S. dollar in consolidation, supporting gold above $4,400, and sust...

21 hours ago - FXEmpire

Organon: Revenue Decline, Margin Pressure, And Strategic Uncertainty

Organon reported a disappointing Q4, with revenue down 5% YoY and significant weakness in women's health. Shares are heavily oversold, but I maintain a Hold rating due to strategic uncertainty and lac...

Stocks: OGN
21 hours ago - Seeking Alpha

Three Reasons To Own Pinterest, Despite The Headwinds (Rating Upgrade)

Three Reasons To Own Pinterest, Despite The Headwinds (Rating Upgrade)

Stocks: PINS
21 hours ago - Seeking Alpha