Watch 5 Energy Stocks For Oil Volatility! Explore Alpha Picks Today! Join Pro Quant Portfolio Now! Follow Steven Cress on Seeking Alpha! 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. Daniel Snyder : Hey, everyone. Daniel Snyder f...
Watch 5 Energy Stocks For Oil Volatility! Explore Alpha Picks Today! Join Pro Quant Portfolio Now! Follow Steven Cress on Seeking Alpha! 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. Daniel Snyder : Hey, everyone. Daniel Snyder from Seeking Alpha. Thank you so much for taking the time to hang out with us today. I see there's quite a few hundred of you here live, so we appreciate you for showing up and hanging out with me and Steve. And today, we are diving into Top AI Stocks with short squeeze potential, specifically an angle I know if you've been joining these webinars for quite a while, as we go through stock names, people love to ask questions to Steve about short interest, and this one is tailored for you. So, we're super excited. We're going to cover some of the macroeconomic things going on around the world, which I'm sure most of you are aware of, but just to recap that and then to get into some of these names. But before we get into all that, let me go ahead and get a quick legal disclaimer out of the way. We are not advising you personally concerning the nature, potential, value, or suitability of any particular security. You alone are solely responsible for determining whether any investment, security, strategy, or any product or service is appropriate or suitable for you based on your investment objectives and personal and financial situation. This presentation is for information purposes only. Content is presented as of the date published or indicated and may be superseded by future events. It represents my opinions and Steven Cress' opinions, which may not reflect the views of Seeking Alpha as a whole. Past performance is no guarantee of future results, and Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. And with that out the way, y...
Justin Sullivan/Getty Images News Meta ( META ) will start offering more real-time news content on its platforms, which will be sourced from News Corp ( NWS ) ( NWSA ), France's Le Figaro, Spain's Prisa, and Germany's Süddeutsche Zeitung. Financial terms of the deal were not publicly disclosed, but a Wall Street Journal report from earlier this month said Meta's deal with News Corp was struck at $...
Justin Sullivan/Getty Images News Meta ( META ) will start offering more real-time news content on its platforms, which will be sourced from News Corp ( NWS ) ( NWSA ), France's Le Figaro, Spain's Prisa, and Germany's Süddeutsche Zeitung. Financial terms of the deal were not publicly disclosed, but a Wall Street Journal report from earlier this month said Meta's deal with News Corp was struck at $50M per year annually. "We’ll continue to add new partnerships and explore new features to enhance the experience for the people who use our products," Meta said Friday. Meta and its rivals Google ( GOOG ) ( GOOGL ), Amazon ( AMZN ), and OpenAI ( OPENAI ) have similar agreements in place with other leading news outlets, as content from trusted and reputable sources is used extensively to train large AI models. The New York Times ( NYT ) has a three-year deal with Google for $100M and up to $25M per year with Amazon, while the ChatGPT owner has a $250M deal with News Corp spanning over five years. More on Meta Meta Platforms: The Cheapest Amongst The Mag 7 Meta's Chip Resilience Wall Street Lunch: Ex-Meta AI Chief LeCun's Startup AMI Secures $1B Dividend Roundup: Microsoft, Meta Platforms, Merck & Co., Target, and more UK's Ofcom demands U.S. social media firms tighten rules to keep children off
Hugo Kurk/iStock via Getty Images Yesil Global Enerji Is A Risky Business Yesil Global Enerji A.S. ( PWRU ) has filed to raise capital for its North American expansion plans, according to an F-1 IPO registration statement . The company acquires and operates waste-to-energy production facilities in Türkiye. Topline revenue has fallen, margins are dropping, and the company is now thinly capitalized ...
Hugo Kurk/iStock via Getty Images Yesil Global Enerji Is A Risky Business Yesil Global Enerji A.S. ( PWRU ) has filed to raise capital for its North American expansion plans, according to an F-1 IPO registration statement . The company acquires and operates waste-to-energy production facilities in Türkiye. Topline revenue has fallen, margins are dropping, and the company is now thinly capitalized while expecting to expand in the U.S. So, the IPO appears highly speculative and may have a difficult time attracting investors, especially in the current volatile market environment. I'll provide a final opinion when we learn more IPO details from management. What Does Yesil Do? The firm currently operates six landfill gas-to-energy power plants in Türkiye, including the country's largest such plant, the Avcikoru facility. YGE is also developing thermal disposal power plants to convert municipal solid waste into gas and electricity, with a facility currently under construction in Kocaeli. Yesil sells its energy production through the country's national electricity market operator and generates around 2 million metric tons of carbon credits each year. The company's revenue contribution by type is shown in the pie chart here: SEC In the U.S., the company has expanded its operations to Florida and Texas, seeking to deploy modular data centers and crypto mining operations powered by captured natural gas, and to implement carbon capture and storage [CCS] technologies to generate and monetize carbon credits. Yesil is led by Chief Executive Officer Mr. Gokhan Matthew Inan, who has been with the firm since 2025. What is Yesil's Market? The global waste-to-energy market was an estimated $42.5 billion in 2024 and was forecast to reach $68 billion by 2030, according to a market research report by Grand View Research. If accomplished, that growth would represent a CAGR of 8.3% from 2025 to 2030, a moderate growth rate. In 2024, the European market garnered the highest market revenue s...
Apple (NASDAQ: AAPL) is one of Warren Buffett's favorite stocks. Even after Buffett's departure from the CEO role, Apple stock remains the largest position in the Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) portfolio, accounting for 19.2% of its total. Buffett said it's a position he'd never completely leave, but the company has been selling off parts of it over the past several quarters. Apple s...
Apple (NASDAQ: AAPL) is one of Warren Buffett's favorite stocks. Even after Buffett's departure from the CEO role, Apple stock remains the largest position in the Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) portfolio, accounting for 19.2% of its total. Buffett said it's a position he'd never completely leave, but the company has been selling off parts of it over the past several quarters. Apple stock has been an incredible investment over several decades. It was the most valuable company in the world for several years, and there are probably many investors who became Apple millionaires if they held on to the stock through the ups and downs of the past two decades. Apple also pays a dividend , and Berkshire Hathaway benefits from the dividend income in addition to the stock-price appreciation. Image source: Apple. Continue reading
W. P. Carey ( WPC ) declares $0.93/share quarterly dividend . Forward yield 5.13% Payable April 15; for shareholders of record March 31; ex-div March 31. See WPC Dividend Scorecard, Yield Chart, & Dividend Growth. More on W. P. Carey W. P. Carey Inc. (WPC) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript W. P. Carey: 138% Coverage, 5% Yield, Strong Income Value W.P. Carey An...
W. P. Carey ( WPC ) declares $0.93/share quarterly dividend . Forward yield 5.13% Payable April 15; for shareholders of record March 31; ex-div March 31. See WPC Dividend Scorecard, Yield Chart, & Dividend Growth. More on W. P. Carey W. P. Carey Inc. (WPC) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript W. P. Carey: 138% Coverage, 5% Yield, Strong Income Value W.P. Carey And Getty Realty 1-Day Sale Highest and lowest quant-rated real estate stocks above $10B cap after earnings season W. P. Carey prices $432M stock offering
Steven Cohen isn't exactly the most headline-grabbing billionaire investor, but he runs one of the most notable hedge funds. Point72 Asset Management has an equity portfolio worth more than $86 billion that is filled with thousands of stock positions, as well as several ETFs and option positions. Cohen maintains a fairly diversified and active portfolio. No single stock investment accounts for mor...
Steven Cohen isn't exactly the most headline-grabbing billionaire investor, but he runs one of the most notable hedge funds. Point72 Asset Management has an equity portfolio worth more than $86 billion that is filled with thousands of stock positions, as well as several ETFs and option positions. Cohen maintains a fairly diversified and active portfolio. No single stock investment accounts for more than 2.2% of Point72's assets, and the fund has more than 3,800 holdings altogether. Image source: Getty Images. Continue reading
Micron (MU) continues to garner positive sentiment ahead of its Q2 earnings next week. Brokerage firm GF Securities just upped its price target on the stock to $571. In a note to clients, analyst Jeff Pu reasoned “We now forecast DRAM contract prices to rise by 100% in 1Q26, followed by >30% QoQ in 2Q26 with further upside given current asking prices in 50-60% range. For Micron, we forecast FY2Q26...
Micron (MU) continues to garner positive sentiment ahead of its Q2 earnings next week. Brokerage firm GF Securities just upped its price target on the stock to $571. In a note to clients, analyst Jeff Pu reasoned “We now forecast DRAM contract prices to rise by 100% in 1Q26, followed by >30% QoQ in 2Q26 with further upside given current asking prices in 50-60% range. For Micron, we forecast FY2Q26 revenue to be $23B with [a] gross margin of 77%. Looking ahead, we expect 3Q26 revenue guidance to be $29B and a margin further [to] grow to 83%. In terms of HBM development, we see Micron [sic having] secured its HBM4 order (likely ~10Gbps version) with [a] small patch starting [in] March.” Not just that, Pu reckons that the demand-supply mismatch scenario will continue to prevail until at least 2027, stating, “Meanwhile, AI-related demand is expected to account for 75+% DRAM demand in 2027, and the short supply may last into 2H27. As [a] result, [the] memory maker’s visibility has greatly improved, and we see 3-5 years [long-term agreements] are now being negotiated.” While these are solid reasons to load up on MU stock, shares are already up 42% for the year. Is there any room left for Micron to run? Why Micron Is the Place to Be in Memory If you read my latest piece, you can figure out where I am going with this. In short, Micron is still a “Buy” at current levels, and it is not too late. Its presence across the whole memory ecosystem, from High Bandwidth Memory (HBM) to NAND, and its U.S. identity will continue to remain the primary drivers for the stock. Notably, Micron has already completely sold out its entire 2026 HBM supply, including its upcoming HBM4, under fixed-price, multi-year contracts. And with hyperscalers and the U.S. government actively looking to de-risk semiconductor supply chains away from Taiwan, China, and South Korea, Micron is uniquely positioned. Additionally, other than its New York and Idaho plants, Micron is expanding its manufacturing base ...
Sun Communities ( SUI ) declares $1.12/share quarterly dividend , in line with previous. Forward yield 3.27% Payable April 15; for shareholders of record March 31; ex-div March 31. See SUI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Sun Communities Sun Communities, Inc. (SUI) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Sun Communities, Inc. (SUI) Q4 2025...
Sun Communities ( SUI ) declares $1.12/share quarterly dividend , in line with previous. Forward yield 3.27% Payable April 15; for shareholders of record March 31; ex-div March 31. See SUI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Sun Communities Sun Communities, Inc. (SUI) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Sun Communities, Inc. (SUI) Q4 2025 Earnings Call Transcript Sun Communities Upgraded As Mobile Home And RV Portfolio Grows After Exiting Marinas Most and least shorted REIT stocks with over $2B market cap Sun Communities outlines $6.93 Core FFO guidance and strategic capital allocation for 2026
Consumer Sentiment Index: 55.5 in March vs. 56.2 consensus and 56.6 prior, according to preliminary data released by the University of Michigan Survey of Consumers on Friday. One-year inflation expectations: +3.4% vs. +3.4% in February. Five-year implied inflation: +3.2% vs. +3.3% prior. Current economic conditions: 57.8 vs. 56.6 prior. Consumer expectations: 54.1 vs. 56.6 prior. Developing... Che...
Consumer Sentiment Index: 55.5 in March vs. 56.2 consensus and 56.6 prior, according to preliminary data released by the University of Michigan Survey of Consumers on Friday. One-year inflation expectations: +3.4% vs. +3.4% in February. Five-year implied inflation: +3.2% vs. +3.3% prior. Current economic conditions: 57.8 vs. 56.6 prior. Consumer expectations: 54.1 vs. 56.6 prior. Developing... Check back for updates. More on U.S. Economy Core PCE inflation rises 3.1% Y/Y in January, a touch hotter than expected U.S. Q4 GDP growth estimate revised downwards to +0.7% - BEA Durable goods orders growth stalls in January
In this article ADBE Follow your favorite stocks CREATE FREE ACCOUNT A sign is posted on the exterior of an Adobe office in San Francisco, Dec. 10, 2025. Justin Sullivan | Getty Images Adobe said on Friday it will pay $75 million to resolve a U.S. government lawsuit accusing the Photoshop and Acrobat maker of harming consumers by concealing hefty termination fees and making it difficult to cancel ...
In this article ADBE Follow your favorite stocks CREATE FREE ACCOUNT A sign is posted on the exterior of an Adobe office in San Francisco, Dec. 10, 2025. Justin Sullivan | Getty Images Adobe said on Friday it will pay $75 million to resolve a U.S. government lawsuit accusing the Photoshop and Acrobat maker of harming consumers by concealing hefty termination fees and making it difficult to cancel subscriptions. The San Jose, California-based company said it will also provide $75 million of free services to customers, in addition to making the $75 million payment to the U.S. Department of Justice. Court approval is required, and Adobe denied wrongdoing in agreeing to settle. In a June 2024 complaint, the Justice Department and Federal Trade Commission accused Adobe of burying termination fees that could reach hundreds of dollars in the fine print for its "annual paid monthly" subscription plan, or behind textboxes and hyperlinks. They also said Adobe forced subscribers who wanted to cancel online to wade through numerous pages, and subscribers who wanted to cancel by phone to repeat themselves to multiple representatives and encounter "resistance and delay" from them. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.