Palantir Technologies (NASDAQ:PLTR) has ridden the AI wave to extraordinary heights, emerging as one of the standout beneficiaries in the tech landscape. Bulls like Wedbush‘s Dan Ives have hailed it as the premier pure-play AI stock, boosting his price target in November 2025 from $200 to $230 amid surging demand for its Artificial Intelligence Platform ... Could Palantir Technologies Accidentally...
Palantir Technologies (NASDAQ:PLTR) has ridden the AI wave to extraordinary heights, emerging as one of the standout beneficiaries in the tech landscape. Bulls like Wedbush‘s Dan Ives have hailed it as the premier pure-play AI stock, boosting his price target in November 2025 from $200 to $230 amid surging demand for its Artificial Intelligence Platform ... Could Palantir Technologies Accidentally Kill Its Golden AI Goose?
In trading on Monday, shares of the Janus Henderson Securitized Income ETF (Symbol: JSI) crossed below their 200 day moving average of $52.29, changing hands as low as $52.26 per share. Janus Henderson Securitized Income shares are currently trading off about 0.1% on the day.
In trading on Monday, shares of the Janus Henderson Securitized Income ETF (Symbol: JSI) crossed below their 200 day moving average of $52.29, changing hands as low as $52.26 per share. Janus Henderson Securitized Income shares are currently trading off about 0.1% on the day.
In trading on Monday, shares of Deutsche Bank AG (Symbol: DB) crossed below their 200 day moving average of $34.51, changing hands as low as $33.73 per share. Deutsche Bank AG shares are currently trading off about 3.7% on the day. The chart below shows the one year performanc
In trading on Monday, shares of Deutsche Bank AG (Symbol: DB) crossed below their 200 day moving average of $34.51, changing hands as low as $33.73 per share. Deutsche Bank AG shares are currently trading off about 3.7% on the day. The chart below shows the one year performanc
Norwegian Cruise Line Holdings (NYSE: NCLH) stock tumbled 9% through 11 a.m. ET Monday after war broke out in the Persian Gulf over the weekend. There are at least two reasons why. Image source: Getty Images. Continue reading
Norwegian Cruise Line Holdings (NYSE: NCLH) stock tumbled 9% through 11 a.m. ET Monday after war broke out in the Persian Gulf over the weekend. There are at least two reasons why. Image source: Getty Images. Continue reading
Banner has sparked criticism as Kirk was a polarizing figure who made incendiary and often racist and sexist comments The US Department of Education has hung large banners outside its building in Washington DC, including one featuring an image of the late far-right commentator, Charlie Kirk. Kirk, who was shot and killed last September while speaking at a campus event a Utah Valley University, co-...
Banner has sparked criticism as Kirk was a polarizing figure who made incendiary and often racist and sexist comments The US Department of Education has hung large banners outside its building in Washington DC, including one featuring an image of the late far-right commentator, Charlie Kirk. Kirk, who was shot and killed last September while speaking at a campus event a Utah Valley University, co-founded the conservative non-profit organization Turning Point USA , which advocates for and promotes conservative politics among young people, particularly on college campuses. Continue reading...
A particularly strong insider buying signal is what we call a "cluster-buy" where three or more different insiders make open market purchases within a short period of one another. At Hercules Technology Growth Capital (Symbol: HTGC), 6 different insiders purchased 77,900 shares
A particularly strong insider buying signal is what we call a "cluster-buy" where three or more different insiders make open market purchases within a short period of one another. At Hercules Technology Growth Capital (Symbol: HTGC), 6 different insiders purchased 77,900 shares
Sunshine Seeds/iStock via Getty Images In June 2025, the U.S. attacked Iran in order to shut down its nuclear program, considered a threat to the security of the Middle East. That attack was a one-off offensive aimed at destroying three nuclear sites: Fordow, Natanz, and Isfahan. On 28 February, the U.S. struck Iran once again, harder than before, and this time the consequences are much more conce...
Sunshine Seeds/iStock via Getty Images In June 2025, the U.S. attacked Iran in order to shut down its nuclear program, considered a threat to the security of the Middle East. That attack was a one-off offensive aimed at destroying three nuclear sites: Fordow, Natanz, and Isfahan. On 28 February, the U.S. struck Iran once again, harder than before, and this time the consequences are much more concerning. In this article, I’ll shed some light on what is happening and what are, in my opinion, the most likely scenarios. Neither of them can step back The main difference with the previous attack in June is that neither the U.S. nor Iran can step back; this is not a one-off offensive, and it might last longer than we expect. Of course, the longer it lasts, the more damaging the impact would be on the global economy. But let’s go back in time: what led the U.S. to pursue such a harsh approach against Iran? The official reason is that Iran has really stopped building nuclear weapons after the June 2025 attack. From that date on, between Iran and the U.S., there were multiple rounds of negotiation to bury the hatchet, but neither of them was useful to find an agreement. We sought repeatedly to make a deal. We tried. They wanted to do it. They didn't want to do it again. They wanted to do it. They didn't want to do it. U.S. President Donald Trump . To some extent, such a result was kind of expected, since the U.S. and Iran have always had a totally different point of view on the matter. The U.S. doesn’t want Iran to become a nuclear power; otherwise, it could jeopardize the stability in the Middle East. There is no compromise for this request, and the June 2025 attack was a first warning. On the other hand, Iran has no intention to limit its military capacity. Without nuclear weapons, it becomes an easy target with weak defenses. Any country without deterrent weapons will be crushed by its enemies. Yet the Americans... say that you must not have a certain type or range of miss...
Apple has agreed to purchase more than 100 million advanced chips from Taiwan Semiconductor Manufacturing (NYSE:TSM), produced at TSMC's Arizona facility. The orders relate to chips made on advanced process technology and tie directly to Apple's future U.S.-based device production plans. The move marks a step in the shift of part of Apple's semiconductor sourcing to U.S. manufacturing capacity. Fo...
Apple has agreed to purchase more than 100 million advanced chips from Taiwan Semiconductor Manufacturing (NYSE:TSM), produced at TSMC's Arizona facility. The orders relate to chips made on advanced process technology and tie directly to Apple's future U.S.-based device production plans. The move marks a step in the shift of part of Apple's semiconductor sourcing to U.S. manufacturing capacity. For you as an investor, this development sits at the intersection of TSMC's core role as a...
Editor's note: Seeking Alpha is proud to welcome LA Capital as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » ASphotowed/iStock Editorial via Getty Images Summary Greggs plc ( GGGSF ) ( GGGSY ) is a famous grocer...
Editor's note: Seeking Alpha is proud to welcome LA Capital as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » ASphotowed/iStock Editorial via Getty Images Summary Greggs plc ( GGGSF ) ( GGGSY ) is a famous grocery brand that has had a significant valuation reset and is currently historically cheap. Having transitioned from a market darling (with P/E>20x) to a compelling value play trading at P/E=11x, with a dividend yield exceeding 4%, it potentially offers significant upside alongside solid income. Despite macro headwinds, it is still a highly profitable and expanding business with a 61.7% gross margin and excellent money-making efficiency (ROE=27.9%). However, recent growth is mostly due to new locations, with like-for-like sales growth sluggish. New weight-loss drugs have led investors to doubt its future, but Greggs is adapting its menu with smaller, healthier, protein-rich options. The upcoming earnings release on March 3 rd is set to be pivotal in demonstrating it can overcome these challenges. Focus should be on an inflection in like-for-like sales growth (which was 2.9% in FY25 Q4) for evidence of returning momentum. For me, it’s a Buy based on that market-leading position, continued expansion, and a solid financial position, but not without some caveats: tax bites, macro struggles, and weight-loss drugs. From Growth to Value Greggs may not be a global brand like Starbucks, but in the UK it is one of those businesses that everyone recognizes. This can be partly explained by the fact it has over 2,700 stores , but it also has a cultural recognition that goes beyond just being present on almost every high street in the country. Sausage roll culture. Greggs is the undisputed king of food-to-go bakery. It’s still popular with consumers who see it as offering good value, but its...
cacaroot/iStock via Getty Images IVVW strategy iShares S&P 500 BuyWrite ETF ( IVVW ) was launched on 3/14/2024 and tracks the Cboe S&P 500 Enhanced 1% OTM BuyWrite Index. IVVW has a distribution rate of 15.16% and an expense ratio of 0.25%. Distributions are paid on a monthly basis. As described in the prospectus by iShares , the underlying index offers exposure in the iShares Core S&P 500 ETF ( I...
cacaroot/iStock via Getty Images IVVW strategy iShares S&P 500 BuyWrite ETF ( IVVW ) was launched on 3/14/2024 and tracks the Cboe S&P 500 Enhanced 1% OTM BuyWrite Index. IVVW has a distribution rate of 15.16% and an expense ratio of 0.25%. Distributions are paid on a monthly basis. As described in the prospectus by iShares , the underlying index offers exposure in the iShares Core S&P 500 ETF ( IVV ), while selling one-month call options on the S&P 500 Index to generate income from option premium. The index uses “European-style” call options, which can be exercised only on their expiration date. The index generally uses call options to the full notional amount of IVV exposure. Call options are chosen with a strike price closest to 101% of the closing value of the S&P 500 Index one day before the roll date. The roll date is the business day preceding the expiration date of the options in the underlying index. These are guidelines: the fund may sell options with different expiration dates and strike prices than those used in the underlying index to optimize income, and may not write any options in certain circumstances. Such a buy-write (or “covered call”) strategy fully participates in the downside moves of IVV, while its upside is limited by the call options. As of writing, the portfolio has 101% of net asset value in IVV, and a short position in call options on the S&P 500 Index expiring in March 2026 with a strike price of SPX 6950. Performance IVVW has underperformed IVV by 3.8% annualized since 3/21/2024 (including distributions), with a shallower maximum drawdown and much lower volatility (measured as standard deviation of monthly return in the table below). As a result, IVVW is very close behind IVV in Sharpe ratio (a measure of risk-adjusted performance). From 3/21/24 Total Return Annual Return Drawdown Sharpe ratio Volatility IVVW 26.00% 12.60% -16.79% 1.04 7.28% IVV 34.48% 16.44% -18.75% 1.1 10.49% Click to enlarge Data: Portfolio123 Excluding distribution...
Apple launched the AI focused iPhone 17e and iPad Air M4, highlighting new capabilities in accessibility and performance. The company began Mac mini and AI server production in Houston, alongside wider investment in U.S. based chip production. Apple is expanding workforce training tied to its domestic manufacturing push, aiming to deepen its U.S. supply chain footprint. For investors watching Nasd...
Apple launched the AI focused iPhone 17e and iPad Air M4, highlighting new capabilities in accessibility and performance. The company began Mac mini and AI server production in Houston, alongside wider investment in U.S. based chip production. Apple is expanding workforce training tied to its domestic manufacturing push, aiming to deepen its U.S. supply chain footprint. For investors watching NasdaqGS:AAPL, these product and manufacturing moves arrive with the stock trading at $264.18. The...
Ravitaliy/iStock via Getty Images Investment Thesis Following the renewed geopolitical turmoil in the Middle East over the weekend leading to the death of the Iranian Supreme Leader, oil, gold, silver, and the US dollar all spiked as the stock market futures pointed downwards. Since Trump’s election in November 2024, the spot prices of both gold and silver doubled, and the stock price of Pan Ameri...
Ravitaliy/iStock via Getty Images Investment Thesis Following the renewed geopolitical turmoil in the Middle East over the weekend leading to the death of the Iranian Supreme Leader, oil, gold, silver, and the US dollar all spiked as the stock market futures pointed downwards. Since Trump’s election in November 2024, the spot prices of both gold and silver doubled, and the stock price of Pan American Silver Corp. ( PAAS ) tripled, outperforming both commodities. Data by YCharts Despite the stock price tripling within 12 months, I don’t think the stock is overheating, as earnings, quarter after quarter, continue rising and justifying the continued rally. In my view, the stock is a Strong Buy as long as gold and silver continue being strong price-wise and as long as the geopolitical turmoil continues, which I expect it will until at least the end of Trump’s term. The conflict in Iran hasn’t even settled yet, and Trump already suggested a “ friendly takeover of Cuba .” In this article, I will dive into the stock’s fundamentals and why I think it will continue outperforming the sector, rating it effectively a Strong Buy. Business Overview Pan American Silver is a $28 billion market cap silver and gold miner, headquartered in Canada and with operations across the American continent. While its name contains the word “silver,” and it is, in fact, one of the leading silver producers, it is also a major gold producer with roughly a 75-25% split of total sales in favor of gold based on full-year revenue. The company released Q4 2025 earnings on February 18, and while I will do a deep dive into the numbers in the next section, what really stood out is the efficiency of this miner’s operations. While all gold and silver miners benefit from tailwinds, the ones who will outperform in the medium to long term are the ones better able to scale operations in the most optimal way. The acquisition of a 44% interest in the Mexican silver mine of Juanicipio, by acquiring MAG Silver Corp....
Goldman Sachs didn’t revamp Nvidia’s (NVDA) stock price target post-earnings, but it bumped something else that matters just as much. After another blowout quarter with its Q4 earnings on Feb. 25, the AI bellwether cleared yet another high bar. However, the big bank’s analysts reiterated a buy ...
Goldman Sachs didn’t revamp Nvidia’s (NVDA) stock price target post-earnings, but it bumped something else that matters just as much. After another blowout quarter with its Q4 earnings on Feb. 25, the AI bellwether cleared yet another high bar. However, the big bank’s analysts reiterated a buy ...
bjdlzx/E+ via Getty Images By Deepali Bhargava, Regional Head of Research, Asia-Pacific For now, Asia seems able to absorb the recent jump in oil prices. Inflation across much of the region is starting from relatively low levels and has generally been well contained. But the real question is how high and how long prices stay elevated – because that’s what will ultimately determine the economic fal...
bjdlzx/E+ via Getty Images By Deepali Bhargava, Regional Head of Research, Asia-Pacific For now, Asia seems able to absorb the recent jump in oil prices. Inflation across much of the region is starting from relatively low levels and has generally been well contained. But the real question is how high and how long prices stay elevated – because that’s what will ultimately determine the economic fallout. Asia is especially vulnerable to sustained oil price shocks. The region relies heavily on imported energy: apart from Malaysia and Australia, every major economy runs a sustained deficit in oil and gas trade, leaving them exposed when global prices surge. If higher prices persist, three factors will shape the impact. Heavy dependence on Middle Eastern oil A significant share of Asia’s crude supply comes from the Persian Gulf. Japan and the Philippines rely on the region for almost 90% of their oil needs, while China and India import roughly 38% and 46%, respectively. Any disruption in the Strait of Hormuz – a critical shipping lane – would restrict supply, potentially causing shortages that slow business activity and put pressure on manufacturing across Asia. Over 90% of Japan and Philippines' oil imports come from the Middle East A double-edged sword for trade Even without a physical supply disruption, higher global oil prices worsen trade balances and add to inflation pressures. Thailand, Korea, Vietnam, Taiwan, and the Philippines are the most exposed. A mere 10% rise in oil prices can deteriorate current account balances by 40–60 basis points. Prolonged increases would only deepen these deficits. The key beneficiary should be Australia, the only large exporter of oil and gas in the region. It’s not just the higher oil import bill that hurts – some Asian economies could also see their export growth take a hit. In recent years, many Asian exporters have been actively diversifying away from the US market because of rising US tariffs, and the Middle East has emerged a...
Chinese EV maker BYD stock jumped on Monday after the company said it would reveal "disruptive technology" at an event later this week. This comes after BYD said global sales tumbled in February.
Chinese EV maker BYD stock jumped on Monday after the company said it would reveal "disruptive technology" at an event later this week. This comes after BYD said global sales tumbled in February.
In trading on Monday, shares of the AB Ultra Short Income ETF (Symbol: YEAR) crossed below their 200 day moving average of $50.57, changing hands as low as $50.46 per share. AB Ultra Short Income shares are currently trading off about 0.3% on the day. The chart below shows the
In trading on Monday, shares of the AB Ultra Short Income ETF (Symbol: YEAR) crossed below their 200 day moving average of $50.57, changing hands as low as $50.46 per share. AB Ultra Short Income shares are currently trading off about 0.3% on the day. The chart below shows the
In trading on Monday, shares of the First Trust Limited Duration Investment Grade Corporate ETF (Symbol: FSIG) crossed below their 200 day moving average of $19.16, changing hands as low as $19.14 per share. First Trust Limited Duration Investment Grade Corporate shares are cur
In trading on Monday, shares of the First Trust Limited Duration Investment Grade Corporate ETF (Symbol: FSIG) crossed below their 200 day moving average of $19.16, changing hands as low as $19.14 per share. First Trust Limited Duration Investment Grade Corporate shares are cur
In trading on Monday, shares of the BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (Symbol: XHLF) crossed below their 200 day moving average of $50.30, changing hands as low as $50.21 per share. BondBloxx Bloomberg Six Month Target Duration US Treasury shares are
In trading on Monday, shares of the BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (Symbol: XHLF) crossed below their 200 day moving average of $50.30, changing hands as low as $50.21 per share. BondBloxx Bloomberg Six Month Target Duration US Treasury shares are