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Seeking Alpha

SMCY: Weekly Income From Super Micro Computer's AI Data Center Runway

YieldMax SMCI Option Income Strategy ETF offers weekly income via synthetic covered call strategies on Super Micro Computer, Inc. SMCY's distributions are primarily a return of capital, with a 114% tr

5 days ago
Seeking Alpha

Nutanix: Q4 Validates The External Storage Opportunity

Nutanix is executing strongly, with external storage partnerships driving customer wins and expanding its addressable market. Management expects external storage to be the largest growth contributor b

5 days ago
Seeking Alpha

Regency Centers: Buy A Growing Retail REIT Driven By Prominent Grocery Anchor Tenants

Regency Centers gets a buy for my first rating. Strengths include competitive positioning, robust redevelopment activity, and a growth spurt supported by recent earnings trends and macro tailwinds. Th

5 days ago
Seeking Alpha

Pyxis Oncology, Inc. (PYXS) Discusses MICVO Monotherapy Phase I Clinical Data in Head and Neck Squamous Cell Carcinoma Transcript

Pyxis Oncology, Inc. (PYXS) Discusses MICVO Monotherapy Phase I Clinical Data in Head and Neck Squamous Cell Carcinoma Transcript

5 days ago
CNBC

Trump warns Tehran over Pickaxe Mountain activity; U.S.-Iran exchange attacks on ships near Hormuz

Trump warns Iran against activity at suspected nuclear site Pickaxe Mountain. Satellite imagery shows a surge in construction activity at a site just two kilometers away from Iran's heavily damaged Na

5 days ago
OtherSeeking Alpha

Sirius XM Holdings Inc. (SIRI) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Sirius XM Holdings Inc. (SIRI) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

5 days ago
Proactive Investors

Sintana Energy advances deal to acquire KON-16 in Angola

Sintana Energy Inc (TSX-V:SEI, OTCQB:SEUSF, FRA:3ZX1, AIM:SEI) has signed definitive agreements for its proposed entry into Angola's Block KON-16, securing an indirect 5% participating interest as the

5 days ago
Sponsored
Seeking Alpha

Baron Opportunity Fund Q2 2026 Top Contributors And Detractors

We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual

5 days ago
Seeking Alpha

Micron: The Show Goes On

Micron Technology earns a 'buy' rating as structural supply constraints and explosive AI-driven demand underpin a multi-year supercycle. MU's Q3 FY26 revenue soared 346% Y/Y, with Q4 guidance targetin

5 days ago
Seeking Alpha

Delek US Holdings: The Refining Cycle Is Strong, But The More Interesting Story Is What Survives It

Delek US Holdings (DK) is capitalizing on favorable refining conditions, strong execution, and strategic transformation into a cleaner refining and logistics business. DK's operational improvements—es

5 days ago
Seeking Alpha

DPG's Discount-To-NAV: Causes And Catalysts

Duff & Phelps Utility and Infrastructure Fund currently trades at a 10.24% discount to NAV, primarily due to recent distribution cuts. DPG's leverage and expense ratios are in line with peers, and its

5 days ago
Seeking Alpha

Howmet Aerospace: The SpaceX Threat Is Overblown (Rating Upgrade)

Howmet Aerospace is upgraded to Buy after a recent 7.5% stock price decline, driven by overblown concerns about SpaceX's in-house turbine blade casting. HWM maintains a dominant >50% global market sha

5 days ago
Seeking Alpha

AeroVironment, Inc. (AVAV) Q1 2027 Earnings Call Transcript

AeroVironment, Inc. (AVAV) Q1 2027 Earnings Call Transcript

5 days ago
Proactive Investors

Boohoo group cuts debt with £90 million Sheffield distribution centre disposal

Boohoo Group PLC (AIM:DEBS), which trades as Debenhams Group, has agreed to the £90 million disposal of automation assets at its Sheffield distribution centre and reassigned the site lease to Primark

5 days ago
Sponsored
Seeking Alpha

The AI Buildout Continues To Exceed Expectations

Hyperscalers are on track to spend more than $700 billion this year, up 74% compared to last year. In the first quarter, the combined backlog across Alphabet, Amazon, and Microsoft now exceeds $1.4 tr

5 days ago
EarningsMarketBeat

UnitedHealth Group Turnaround Gains Steam as Medicare, Optum Trends Improve

UnitedHealth Group NYSE: UNH executives said the company's turnaround remained on track, citing continued strength in Medicare Advantage, Medicaid performance that is tracking toward the favorable end

5 days ago
OtherPRNewsWire

IBM, Lockheed Martin Announce Swiss Quantum Innovation Hub at ETH Zurich, Anchored by Switzerland's First IBM Quantum Computer

In an extension of ongoing collaboration, IBM and Lockheed Martin plan to initiate research projects with select Swiss academic institutions. The Swiss National Supercomputing Centre at ETH Zurich wil

5 days ago
Seeking Alpha

Microchip Technology Incorporated (MCHP) Presents at Citi's 2026 Global TMT Conference Transcript

Microchip Technology Incorporated (MCHP) Presents at Citi's 2026 Global TMT Conference Transcript

5 days ago
Seeking Alpha

DHT Holdings: Quality Balance Sheet And Defensible Positioning

DHT Holdings operates a young, efficient VLCC fleet with a highly competitive cost structure and minimal leverage, supporting robust dividend payouts. DHT's contracted time charters cover all forecast

5 days ago
Seeking Alpha

Micron Vs. Sandisk: Sandisk Built The Shield, But Micron Owns The Fortress

Micron Technology is rated Buy with 26% upside; Sandisk rated Hold with 13% upside, based on normalized FY2028 models. MU benefits from HBM-driven DRAM scarcity and strategic contracts, while SNDK rel

5 days ago