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News
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....
Using Benchmarks To Understand And Measure Digital Assets
4+ day, 8+ hour ago (79+ words) Seeking Alpha - In traditional asset classes, the relationship between a strategy and its benchmark is generally well understood. In digital assets, that relationship is still developing. - Bitcoin’s performance profile differs from other digital assets - such as ecosystem layers like Ethereum…...
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....
American Century Value Fund Q2 2026 Contributors And Detractors
6+ day, 3+ hour ago (11+ 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…...
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…...
Oracle, Adobe Results In Focus As Earnings Season Winds Down
1+ week, 2+ day ago (190+ words) Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs,…...
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…...
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…...
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…...