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News


seekingalpha.com > news > 4642291-goldman-rebalances-its-long-duration-stock-basket

Goldman rebalances its long duration stock basket

1+ day, 3+ hour ago   (88+ words) Seeking Alpha The Goldman Sachs equity team has rebalanced its Long Duration Basket amid rising interest rates. Equities usually struggle to digest sharp increases in interest rates, with long duration growth stocks struggling disproportionately from rising discount rates, according to…...


seekingalpha.com > article > 4945744-sterling-infrastructure-fell-for-the-bull-trap-potential-technical-bottoming

Sterling Infrastructure: Fell For The Bull Trap; Potential Technical Bottoming

2+ day, 38+ min ago   (24+ words) Sterling Infrastructure is rated a Buy, as its focus on multi-phase data center projects with expanded monetization opportunities has paid off. Click for more....


seekingalpha.com > news > 4641928-earnings-scoreboard-5-of-6-key-sp-500-reporting-firms-top-eps-estimates-and-expand-yy-profits

Earnings Scoreboard:5 of 6 key S&P 500 reporting firms top EPS estimat

2+ day, 3+ hour ago   (29+ words) Corporate earnings featured a notable lineup of reports from 6 key S&P 500 reporting firms across the information technology, health care, industrials, and consumer staples sectors. Earnings Roundup:...


seekingalpha.com > news > 4642263-nvidia-potential-investor-anthropic-ipo

Nvidia a potential investor in Anthropic IPO

2+ day, 4+ hour ago   (16+ words) Nvidia may invest up to $10B in Anthropic’s IPO as an anchor investor. Read more here....


seekingalpha.com > article > 4945776-western-digital-business-secured-through-2028-price-that-already-prices-in-a-lot-of-the-story

Western Digital: Business Secured Through 2028, Price Already Prices In A Lot Of The Story

3+ day, 40+ min ago   (103+ words) Western Digital has secured multi-year hard drive sales contracts through 2027-2028, driving structural demand. Learn why WDC stock is a buy. - Western Digital has secured multi-year hard drive sales contracts through 2027-2028, driving structural demand and supporting its bullish investment thesis. - WDC's…...


seekingalpha.com > article > 4945740-teladoc-integrated-care-and-free-cash-flow-could-bring-this-stock-back-to-life

Teladoc Stock: Integrated Care And Free Cash Flow Could Bring It Back To Life

3+ day, 5+ hour ago   (157+ words) Teladoc Health trades near multi-year lows, with the market pricing in deep distress despite meaningful free cash flow. Find out why TDOC stock is a buy. - Teladoc Health trades near multi-year lows, with the market pricing in deep distress despite…...


seekingalpha.com > news > 4642207-element-solutions-reinstated-buy-at-goldman-as-focus-shifts-back-to-standalone-execution

Element Solutions reinstated Buy at Goldman as focus shifts back to standalone execution (ESI:NYSE)

3+ day, 3+ hour ago   (69+ words) Element Solutions reinstated coverage with Buy rating at Goldman Sachs, which said the focus shifts back to standalone execution following the termination of the Solstice merger. SweetBunFactory/iStock via Getty Images Element Solutions (ESI) shares wobble between small gains and…...


seekingalpha.com > news > 4642222-hewlett-packard-enterprise-rises-12-amid-ai-infrastructure-surge

Hewlett Packard Enterprise rises 12% amid AI infrastructure surge (HPE:NYSE)

3+ day, 16+ hour ago   (98+ words) HPE stock surged 12% after record earnings and a raised outlook, lifted by AI infrastructure and server-refresh demand. Shares of Hewlett Packard Enterprise (HPE), a provider of enterprise technology infrastructure spanning servers, hybrid cloud, networking, and AI systems, rallied just over…...