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News
Goldman Sachs sees rate shock, not bull-market killer, for U.S. stocks
1+ day, 2+ hour ago (13+ words) Seeking Alpha...
Market Valuation: Is The Market Still Overvalued?
1+ day, 13+ hour ago (23+ words) Market valuation indicators show the S&P 500 is overvalued by 121% to 227% based on August 2026 monthly data. Read more here....
American Century Value Fund Q2 2026 Contributors And Detractors
6+ day, 3+ hour ago (11+ words) Seeking Alpha...
Earnings Week Ahead: ORCL, ADBE, KR, GME, CHWY, and more
1+ week, 1+ day ago (77+ words) Seeking Alpha Despite a relatively light earnings calendar, the upcoming week features a range of notable reports across technology, retail, and consumer goods, led by a heavyweight technology lineup, with Oracle (ORCL) and Adobe (ADBE) headlining Thursday's results and Can…...
Buy 2 Enhanced Yield Hedges And Sleep Like A Baby
1+ week, 2+ day ago (121+ words) Seeking Alpha - The current bull rally in equities, driven by massive AI CapEx, feels increasingly late-cycle and vulnerable to a correction. - I see parallels between today's AI investment surge and past capital misallocations, such as the fiber-optic boom that failed…...
Banks, crypto in gainers; Aon, credit card stocks among losers: week's financials wrap (XLF:NYSEARCA)
1+ week, 2+ day ago (63+ words) Seeking Alpha georgeclerk/E+ via Getty Images Wall Street closed the trading week mixed, as tech giant Broadcom posted its latest earnings in a week when yields and rates remained in focus after the latest nonfarm payrolls report landed. "The…...
Getting Ahead Of The Bottleneck: What Each Layer Moved On This Week
1+ week, 3+ day ago (92+ words) Three layers of the AI stack moved this week, and each moved on a constraint it expects to bind next. Read more here... - Nvidia’s Hugging Face acquisition - A distribution layer for open-source AI models. - Broadcom books capacity to 2028 - Customer by…...
Satya Nadella sells $43M in Microsoft stock via 10b5-1 trading plan (MSFT:NASDAQ)
1+ week, 3+ day ago (24+ words) Microsoft CEO Satya Nadella sold $43M+ MSFT shares via a prearranged plan; see trade prices, remaining stake, and the stock’s recent performance—read now....
Nvidia Q2 FY27 Earnings Call: What It Means For SMH
1+ week, 4+ day ago (125+ words) Seeking Alpha - NVIDIA reported Q2 FY27 revenue of $96.2 billion, up 106% year-over-year, beating analyst consensus of $92.2 billion. - Data center revenue reached $89 billion, up 117% year over year, representing approximately 93% of total quarterly revenue. - Management guided Q3 FY27 revenue to $108 billion, characterized as supply-constrained, with actual demand…...
BlackRock: Higher rates, selective AI, and unresolved geopolitics define 2026
1+ week, 6+ day ago (61+ words) Seeking Alpha franckreporter/iStock via Getty Images BlackRock says 2026 has put its long-described new economic regime on full display. As summer ends, the firm is highlighting three lessons investors should carry into the rest of the year: higher interest rates…...