KanawatTH/iStock via Getty Images Lately, I’ve been watching a ton of interviews with “expert” economists and reading the bears on the broader markets (both articles and comments) here on Seeking Alpha. One pattern keeps showing up. I see a certain level of frustration that the markets are not behaving the way they "should". I mean, consumer sentiment is at all time lows , gas prices in the U.S. a...
KanawatTH/iStock via Getty Images Lately, I’ve been watching a ton of interviews with “expert” economists and reading the bears on the broader markets (both articles and comments) here on Seeking Alpha. One pattern keeps showing up. I see a certain level of frustration that the markets are not behaving the way they "should". I mean, consumer sentiment is at all time lows , gas prices in the U.S. are still over $4/gallon , the CME Group survey is now showing December 2027 as the earliest date for a rate cut, Hormuz is still blocked with the US turning back Iranian tankers, and there are no early signs of a peace deal. Despite all that, the SPY is barely $5 below the ATHs as I'm writing this piece. The music is still playing, and in my view, despite the near-term uncertainty, it’s likely to get louder as the year goes on. However, I don't think the tide will lift all the boats equally. In fact, I am hyperselective with the pockets of the market that I've been buying over the last few weeks. More than ever, I think we are in a stock-picker’s market. In this piece, I discuss my favourite industry: semiconductors. That said, this analysis largely stays at the industry level, and I don't cover the bull case behind the specific stocks that I own in this sector (otherwise, this would be a 10k-word article). I also discuss some of the risks that are worth considering; some of them keep me up at night. Before I start, a quick side note for readers new to my investing style. My Investing Style My investment style is anything but noble. I follow the rhythm of the market, which sophisticated investors often associate with "following the crowd." Why not pick through the wreckage (i.e., stocks down 90%+ from their ATHs) in foreign markets or unloved industries (think specialty chemicals), where there is clear mispricing for anyone willing to open a balance sheet or cash flow statement? Time. I'm not patient enough to see a position in the red for multiple years until the market re...
The government of Sri Lanka has lost more than $3 million in two recent, separate cybersecurity incidents as the country continues to recover from its 2022 debt crisis.
The government of Sri Lanka has lost more than $3 million in two recent, separate cybersecurity incidents as the country continues to recover from its 2022 debt crisis.
Dividend stocks are not all the same, and while some trade at over 30 times forward earnings, others are trading at bargain-basement prices. Stocks like General Mills (NYSE:GIS), Flowers Foods (NYSE:FLO), and J&J Snack Foods (NASDAQ:JJSF) could be loaded springs that can deliver 100%-plus upside in the next 12-24 months. Each of these stocks pays you ... 3 Undervalued Dividend Stocks With 100% Ups...
Dividend stocks are not all the same, and while some trade at over 30 times forward earnings, others are trading at bargain-basement prices. Stocks like General Mills (NYSE:GIS), Flowers Foods (NYSE:FLO), and J&J Snack Foods (NASDAQ:JJSF) could be loaded springs that can deliver 100%-plus upside in the next 12-24 months. Each of these stocks pays you ... 3 Undervalued Dividend Stocks With 100% Upside That Nobody Is Watching Right Now
BioHarvest Sciences ( BHST ) announced on Wednesday a leadership transition that consolidates operational control of the company’s contract development and manufacturing organization (CDMO) under Dr. Zaki Rakib, who has assumed the role of chief executive officer. Ilan Sobel, who had served as CEO since 2020, has left the executive role and joined the company’s Board of Directors with a focused ma...
BioHarvest Sciences ( BHST ) announced on Wednesday a leadership transition that consolidates operational control of the company’s contract development and manufacturing organization (CDMO) under Dr. Zaki Rakib, who has assumed the role of chief executive officer. Ilan Sobel, who had served as CEO since 2020, has left the executive role and joined the company’s Board of Directors with a focused mandate on advancing the direct-to-consumer (D2C) business. More on BioHarvest Sciences Seeking Alpha’s Quant Rating on BioHarvest Sciences Historical earnings data for BioHarvest Sciences Financial information for BioHarvest Sciences
Welcome back to Bloomberg’s Real Estate Monitor , a weekly breakdown of emerging trends, strategic challenges and blockbuster deals shaping the industry. Sign up now if you’re not already on the list. This week, you’ll find out what’s holding back US homebuyers during a crucial time for the market. We’ll also dig into the brewing backlash over a proposal to tax pricey second homes in NYC and see h...
Welcome back to Bloomberg’s Real Estate Monitor , a weekly breakdown of emerging trends, strategic challenges and blockbuster deals shaping the industry. Sign up now if you’re not already on the list. This week, you’ll find out what’s holding back US homebuyers during a crucial time for the market. We’ll also dig into the brewing backlash over a proposal to tax pricey second homes in NYC and see how London and Spain’s biggest cities are fairing with their housing proposals. And speaking of one of those cities, Madrid is getting a glam makeover , and not everyone’s happy. Read on for more. — Christine Maurus Market Snapshot Vornado Realty Trust $30.30 +1.5% Hilton Worldwide Holdings Inc $323.36 -2.7% Real Brokerage Inc/The $2.22 +9.9% RE/MAX Holdings Inc $11.29 +14% Market data as of 09:21 AM ET. Data is subject to provider delays. The big story House hunters in the US are laying low this spring , usually the busiest time of the year for deals. Just recently, industry-watchers were expecting the market to pop after a couple years in the doldrums. The torrid price gains of the pandemic era had cooled off, and purchases were getting slightly more approachable in places with a healthy supply of listings. Mortgage rates were heading lower. The hope was that the promise of gaining some negotiating power would lure people in droves. But instead, the market’s slipping deeper into dysfunction, Bloomberg’s Paulina Cachero reported. Sellers are outnumbering buyers at near-record levels, and contract signings last month were even more dismal than they were in March 2025, which was the start of one of the weakest springs for home selling in years. So what happened? The war in Iran, for one thing. Inflation fears sparked by the conflict sent financing costs higher, robbing would-be buyers of the purchasing power they thought they’d be gaining. Some shoppers have cut their budgets, while others are holding off — unnerved by the war or anxious about their job security, or just sitt...
O’Keefe Stevens Advisory underperformed a broadly weaker market in Q1 2026, with the S&P 500 declining 4.3% and the Nasdaq Composite falling 7.0% over the quarter. The portfolio initiated a new position in Baxter International (NYSE: BAX ) in Q1 2026. Among sales, the strategy exited Tri Pointe Homes (NYSE: TPH ) and Alibaba (NYSE: BABA ) in Q1 2026. Source . More on Baxter, Tri Pointe Homes, etc....
O’Keefe Stevens Advisory underperformed a broadly weaker market in Q1 2026, with the S&P 500 declining 4.3% and the Nasdaq Composite falling 7.0% over the quarter. The portfolio initiated a new position in Baxter International (NYSE: BAX ) in Q1 2026. Among sales, the strategy exited Tri Pointe Homes (NYSE: TPH ) and Alibaba (NYSE: BABA ) in Q1 2026. Source . More on Baxter, Tri Pointe Homes, etc. Alibaba's AI Engine Is Powering A Still Undervalued Comeback Alibaba: Burning Profits To Build China's AI Stack, And It's Working Alibaba: Market Is Missing The Agentic Edge Play From Qwen Tri Pointe Homes GAAP EPS of $0.08 misses by $0.09, revenue of $507.89M beats by $12.22M Chinese tech firms rush for Huawei AI chips after DeepSeek's V4 launch: report
Two Aristocrats That Stumbled Off the Pedestal For decades, AT&T (NYSE: T) and 3M (NYSE: MMM) were the kind of stocks retirees built portfolios around. Both raised dividends every year for decades. Both lost their crowns through messy corporate breakups. AT&T’s media detour ended badly. After buying DirecTV and Time Warner, the company spun WarnerMedia ... A $1,000 Investment in These Former Divid...
Two Aristocrats That Stumbled Off the Pedestal For decades, AT&T (NYSE: T) and 3M (NYSE: MMM) were the kind of stocks retirees built portfolios around. Both raised dividends every year for decades. Both lost their crowns through messy corporate breakups. AT&T’s media detour ended badly. After buying DirecTV and Time Warner, the company spun WarnerMedia ... A $1,000 Investment in These Former Dividend Aristocrats 10 Years Ago Is Worth How Much Today?
XTL Biopharmaceuticals ( XTLB ) agreed to acquire 100% of Psyga Bio in a share-based transaction. Psyga shareholders will receive shares representing 40% of XTL post-closing, with no cash consideration. Additional 10% equity may be issued upon achieving key clinical and commercialization milestones. Psyga brings a GMP-ready facility and a library of 180+ proprietary mushroom strains. The company h...
XTL Biopharmaceuticals ( XTLB ) agreed to acquire 100% of Psyga Bio in a share-based transaction. Psyga shareholders will receive shares representing 40% of XTL post-closing, with no cash consideration. Additional 10% equity may be issued upon achieving key clinical and commercialization milestones. Psyga brings a GMP-ready facility and a library of 180+ proprietary mushroom strains. The company has seven Phase 2a clinical trials planned across mental health and CNS indications. XTL also secured a $1.5M private placement to support the transaction. Psyga will operate as a wholly owned subsidiary following deal completion. XTLB shares up 58.7% premarket. More on XTL Biopharmaceuticals XTL announces receipt of staff delisting letter from Nasdaq Financial information for XTL Biopharmaceuticals
(RTTNews) - Walmart Inc. (WMT), the American retail giant, Wednesday celebrated the opening of its third owned and operated milk processing facility in Texas, which is expected to create more than 400 new jobs.
(RTTNews) - Walmart Inc. (WMT), the American retail giant, Wednesday celebrated the opening of its third owned and operated milk processing facility in Texas, which is expected to create more than 400 new jobs.
JHVEPhoto AMD ( AMD ) was in focus on Wednesday as Susquehanna raised its price target on the semiconductor company to $375 from $300, ahead of its first-quarter results, set to be released on May 5. Shares rose 1.6% in premarket trading. “In short, we expect better results/guidance driven primarily by DC (Server and MI350),” analyst Christopher Rolland wrote in a note to clients. “For DC GPU, MI3...
JHVEPhoto AMD ( AMD ) was in focus on Wednesday as Susquehanna raised its price target on the semiconductor company to $375 from $300, ahead of its first-quarter results, set to be released on May 5. Shares rose 1.6% in premarket trading. “In short, we expect better results/guidance driven primarily by DC (Server and MI350),” analyst Christopher Rolland wrote in a note to clients. “For DC GPU, MI350 is expected to continue growing in 1H26, though we expect a sharper ramp in DC GPU revenue in late ‘26 with the launch of MI450/Helios. As a reminder, [OpenAI] and now META have each announced a 6GW hardware agreement with AMD, with the first GW expected to come in 2H26 for both (we estimate each GW to be associated with ~$15B of revenue). We have embedded an uplift in revenue beginning in 4Q26 as revenues here will likely spill into 2027.” As a result, Rolland, who has a Positive rating on the stock, said he estimates AMD will generate $17B in GPU revenue in 2026. Looking to the data center and CPUs, Rolland said recent checks “support a strong 1Q and beyond” as demand from agentic artificial intelligence continues to be exceptional, and recent price hikes could turn out to be a tailwind. A consensus of analysts expects AMD to earn $1.29 per share on $9.89B in revenue. More on AMD AMD Is Becoming The AI Market's Most Obvious Second Winner AMD: Strong AI Tailwinds, But Valuation Is Getting Ahead Of Reality AMD: Inference And Agentic AI Are Expanding Its Runway AMD slides as CEO meets with Commerce Secretary to discuss AI, more AMD slips as Northland Capital downgrades after massive run