Read Steven Cress' Article on Seeking Alpha Explore Alpha Picks Today! Sign Up for the new Quant Growth & Income Portfolio! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Nicole Benjamin : Hey everybody. It's Nicole Benjamin, your...
Read Steven Cress' Article on Seeking Alpha Explore Alpha Picks Today! Sign Up for the new Quant Growth & Income Portfolio! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Nicole Benjamin : Hey everybody. It's Nicole Benjamin, your host here at Seeking Alpha to bring to you another episode of The Weekly Grade with Steven Cress, where we're bringing to you market insights in minutes. Now, joining us for today's episode is none other than VP of Quantitative Strategy, Steven Cress here at Seeking Alpha. He's known for a lot of the wonderful and amazing products we have on-site, our Alpha Picks portfolio, our PRO Quant Portfolio, and our newest portfolio, the Quant Growth & Income Portfolio. Thank you so much, Steve, for joining us today. Steven Cress : Thank you so much for organizing this. It's a pleasure to be here. NB : Absolutely. Now, I want to jump right in. We've been talking about all the cool things that we have here on the site. So, in your latest article, you're discussing just a sneak peek inside the Quant Growth & Income Portfolio. So, for investors who are trying to shield their portfolios from inflation and high interest rates, what is the core data driven strategy behind this latest model? SC : So, as you mentioned, we do have some really successful products with Alpha Picks and with the PRO Quant Portfolio. They have achieved amazing results over the last four years and over the last year. However, those would not necessarily be appropriate for somebody who's just looking for income. And that's the really distinction with the Quant Growth & Income product compared to the other two products. With the Quant Growth & Income, every single stock pays a dividend. So, for individuals that are interested in capital appreciation and income, the Quant Growth & Income product would suit their need...
OneMedNet ( ONMD ) announced on Wednesday that it secured over $3M in 2026 bookings, surpassing its total bookings for all of 2025. The company expects to convert substantially all of these bookings into revenue by the end of Q3 2026. Demand was driven by new and existing customers using its iRWD™ platform for AI and regulatory applications. Management expects strong momentum in the second half of...
OneMedNet ( ONMD ) announced on Wednesday that it secured over $3M in 2026 bookings, surpassing its total bookings for all of 2025. The company expects to convert substantially all of these bookings into revenue by the end of Q3 2026. Demand was driven by new and existing customers using its iRWD™ platform for AI and regulatory applications. Management expects strong momentum in the second half of 2026, supported by a growing pipeline and new strategic partnerships. Source: Press Release More on OneMedNet Financial information for OneMedNet
Julian Harenberg/iStock Editorial via Getty Images British defense startup Cambridge Aerospace is in talks to raise roughly $300 million in new funding at a valuation of about $3.5 billion, Bloomberg News reported Wednesday, citing people familiar with the matter. The deal would mark a sharp increase in the company's value as investors pour money into next-generation air defense technologies. Vent...
Julian Harenberg/iStock Editorial via Getty Images British defense startup Cambridge Aerospace is in talks to raise roughly $300 million in new funding at a valuation of about $3.5 billion, Bloomberg News reported Wednesday, citing people familiar with the matter. The deal would mark a sharp increase in the company's value as investors pour money into next-generation air defense technologies. Venture capital firm DFJ Growth is in discussions to lead the financing round, although terms haven’t been finalized and could change, according to the report. The fundraising would represent a significant jump from Cambridge Aerospace's previous valuation of about $400 million less than two years ago. Founded in late 2024 by aerospace engineer and University of Cambridge professor Steven Barrett, the company has attracted backing from prominent investors including Accel, Lakestar, Lux Capital and Spark Capital. For investors, the proposed valuation highlights growing enthusiasm for defense technology startups developing lower-cost alternatives to traditional missile defense systems. The rapid spread of drones and inexpensive missiles in conflicts from Ukraine to the Middle East has fueled demand for interception technologies that can neutralize threats without relying on multimillion-dollar air-defense missiles. Interceptor drones Cambridge Aerospace is developing a family of interceptor drones designed to counter drones and cruise missiles. Its flagship Skyhammer system, which has been undergoing testing since 2025 and is moving into early production, is designed to engage aerial threats at distances of up to 30 kilometers. The company is also developing a higher-performance interceptor known as Starhammer for use against faster-moving targets. The company has benefited from a broader shift in military procurement priorities as governments seek more affordable ways to defend critical infrastructure and military assets against increasingly common drone attacks. Interest in suc...
Enghouse Systems ( ENGH:CA ) declares CAD 0.31/share quarterly dividend , in line with previous. Payable Aug. 28; for shareholders of record Aug. 14; ex-div Aug. 14. See ENGH:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Enghouse Systems Enghouse Systems Now Offers Compelling Upside Potential If IMG Stabilizes (Rating Upgrade) Enghouse Systems Limited (ENGH:CA) Q1 2026 Earnings Ca...
Enghouse Systems ( ENGH:CA ) declares CAD 0.31/share quarterly dividend , in line with previous. Payable Aug. 28; for shareholders of record Aug. 14; ex-div Aug. 14. See ENGH:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Enghouse Systems Enghouse Systems Now Offers Compelling Upside Potential If IMG Stabilizes (Rating Upgrade) Enghouse Systems Limited (ENGH:CA) Q1 2026 Earnings Call Transcript Enghouse Systems Limited 2026 Q1 - Results - Earnings Call Presentation Historical earnings data for Enghouse Systems Dividend scorecard for Enghouse Systems
Investing.com -- Artificial intelligence-related stocks remained under pressure this week as investors grappled with concerns about AI infrastructure spending, but one analyst argues that the market may be misinterpreting the significance of a high-profile project delay.
Investing.com -- Artificial intelligence-related stocks remained under pressure this week as investors grappled with concerns about AI infrastructure spending, but one analyst argues that the market may be misinterpreting the significance of a high-profile project delay.
dontree_m/iStock via Getty Images Stock futures inched lower on Wednesday as investors awaited the earnings report from semiconductor giant NVIDIA ( NVDA ). Here are some of Wednesday's biggest stock movers: Biggest stock gainers NeoGenomics ( NEO ) shares rose over 6% following upbeat Q4 earnings and outlook . The company sees FY2024 revenue between $650M and $660M, above the consensus of $641.25...
dontree_m/iStock via Getty Images Stock futures inched lower on Wednesday as investors awaited the earnings report from semiconductor giant NVIDIA ( NVDA ). Here are some of Wednesday's biggest stock movers: Biggest stock gainers NeoGenomics ( NEO ) shares rose over 6% following upbeat Q4 earnings and outlook . The company sees FY2024 revenue between $650M and $660M, above the consensus of $641.25M. CEO Chris Smith expressed confidence in the company's future, stating, “We believe 2024 will be an exciting year as we continue to invest in our people and technologies to support consistent revenue growth and profitability while allowing us to better serve our patients and providers.” Shares of Wix.com ( WIX ) surged as much as 9% following a better-than-expected Q4 earnings report. The company expects FY2024 revenue between $1.73B and $1.76B, up 11%–13% Y/Y, compared to a consensus of $1.75B. Q1 revenue is expected to be in the range of $415M–419M, up 11%–12% Y/Y, vs. a consensus of $416.55M. Total bookings for FY2024 are projected at $1.78B–$1.81B, up 12%–14% YoY, with an acceleration from 2023. The growth rate of total bookings is expected to increase in 2H24 to 15%, positioning the business for accelerating revenue growth in 2025. The acceleration is mainly expected in Creative Subscription bookings, aiming for double-digit growth in 2H24. Biggest stock losers International Flavors & Fragrances ( IFF ) shares fell 7% after a disappointing Q4 earnings and outlook. The company also cut its dividend by 51% to reduce debt and improve financial flexibility. FY2024 sales are expected between $10.8B and $11.1B, below the $11.12B consensus, with adjusted operating EBITDA of $1.9B to $2.1B. Volume is expected to be 0% to 3%, with prices down 2.5% due to cost reductions and competition. Comparable currency-neutral adjusted operating EBITDA is expected to grow 3% to 11%, outpacing sales. Foreign exchange is projected to have a 0% to 1% adverse impact on sales and 2% to 3% on E...
AI’s furious pace of growth means power demands could be much higher than people realize, according to KKR & Co. ’s Raj Agrawal . “The average iPhone user today uses about 500 times more data than the average BlackBerry user used,” Agrawal, KKR’s head of real assets, said Wednesday at a financial conference hosted by Morgan Stanley . “We are so early in how we are using AI as companies. We are so ...
AI’s furious pace of growth means power demands could be much higher than people realize, according to KKR & Co. ’s Raj Agrawal . “The average iPhone user today uses about 500 times more data than the average BlackBerry user used,” Agrawal, KKR’s head of real assets, said Wednesday at a financial conference hosted by Morgan Stanley . “We are so early in how we are using AI as companies. We are so early in how we’re using AI as individuals.” KKR finds renewable energy, particularly solar, more attractive right now given the relative cost, he said. The alternative asset manager focused on providing all-in-one solutions for companies to manage the construction of, and power for, data centers. Still, “there’s definitely frothiness” in digital infrastructure and the risk that too much is being built for the amount of current AI demand, he said. KKR isn’t taking a view on how fast artificial intelligence will grow, but focuses on being prepared for the opportunity, Agrawal said. The firm manages about $200 billion in its real assets business across infrastructure and real estate.
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. The year began positively on a broad rally, […]
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. The year began positively on a broad rally, […]
Massive institutional demand for the upcoming SpaceX stock launch is creating a powerful downstream capital rotation into publicly traded space companies.
Massive institutional demand for the upcoming SpaceX stock launch is creating a powerful downstream capital rotation into publicly traded space companies.