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News
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....
When Markets Are Closed, What Is Your International ETF Really Worth?
5+ day, 9+ hour ago (13+ words) Seeking Alpha...
Finding Value In Uncommon Places: Aviation Finance
5+ day, 11+ hour ago (109+ words) Seeking Alpha - Aviation finance asset-backed securities represent a small but differentiated corner of the securitized credit market, which is a market segment ripe with opportunity within the broader fixed income universe. - Despite its relatively limited market size, aviation ABS can…...
American Century Value Fund Q2 2026 Contributors And Detractors
6+ day, 3+ hour ago (11+ words) Seeking Alpha...
Dianthus: Hold Based On Competitor C1s' CIDP Setback And Claseprubart Advancement
1+ week, 1+ day ago (96+ words) Dianthus: Hold, Based On Competitor C1s' CIDP Setback And Continued Claseprubart Advancement Seeking Alpha - Dianthus Therapeutics is downgraded from "Buy" to "Hold" due to efficacy concerns after Sanofi's rival C1s inhibitor failed in CIDP. - Despite positive interim results in the CAPTIVATE trial,…...
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…...
The Case For Late-Stage Private Market Investing
1+ week, 4+ day ago (194+ words) Companies are staying private longer; median age at IPO grew from roughly 5 years in 1980s to 11 or more years today, compressing the growth window available to public investors. - Companies are staying private longer; the median age at IPO has grown from…...