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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...
Rent the Runway: Profit Is Maturing, But Subscriber Declines Remain Concerning
1+ day, 6+ hour ago (58+ words) (Rating Upgrade) Seeking Alpha - Rent the Runway has suffered a ~70% share price decline in 2026 despite maintaining >20% y/y revenue growth and positive adjusted EBITDA. - I now rate RENT as neutral, seeing a more balanced risk/reward profile at current depressed…...
Central banks may need to raise rates more than markets expect: TS Lombard (SPY:NYSEARCA)
4+ day, 1+ hour ago (17+ words) Seeking Alpha...
Blackstone Secured Lending: Don't Buy Before The Likely Upcoming Dividend Cut
4+ day, 21+ hour ago (76+ words) (Rating Downgrade) Seeking Alpha - BXSL shared even more negative signs that suggest the upcoming dividend cut. - Even the management mentioned a transition to lower dividend levels. - I expect a dividend reset in 2026, which will likely result in a valuation pullback....
Global Forex Shifts: Yen Carry Trade Unwinds Amid Policy Divergence
1+ week, 9+ hour ago (12+ words) Seeking Alpha...
September Market Weakness: The Setup Has Teeth
1+ week, 1+ day ago (159+ words) Seeking Alpha - The economy added 162,000 jobs in August, exceeding expectations of nearly 53,000, and the unemployment rate held at 4.1%. - The 10-year Treasury yield pushed back to about 4.79%, near a three-year high, while the 30-year held above 5.2% and long bonds fell on…...
Fed hike 'wouldn't be the worst thing' for stocks - Citi's Chronert (SPY:NYSEARCA)
1+ week, 2+ day ago (89+ words) Seeking Alpha solarseven/iStock via Getty Images Citi analyst Scott Chronert said Friday a preemptive Federal Reserve rate hike in September "wouldn't be the worst thing" for equity markets (SPY) (DIA) (QQQ). Given elevated concerns about the Fed's next move,…...
Howard Lindzon On AI, Crypto And The 'Degenerate Economy"
1+ week, 4+ day ago (96+ words) Howard Lindzon, founder of StockTwits, discusses how investing, speculation, entertainment, social media, prediction markets, crypto, and AI are increasingly colliding. Read more here. - What exactly is the 'Degenerate Economy' - and what does its evolution mean for investors? - Howard Lindzon, founder…...
Polymarket's international rollout of perpetual futures includes oil (POLYMARKET:Private)
1+ week, 4+ day ago (76+ words) Polymarket (POLYMARKET) on Thursday announced the launch of oil perpetual futures, a day after media reported that rival Kalshi (KALSHI) was seeking regulatory approval for an oil-linked perpetual futures contract. Hirurg/iStock via Getty Images Polymarket (POLYMARKET) on Thursday announced…...
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…...