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Seeking Alpha

@SeekingAlpha

A global leader in crowdsourced U.S. investment research, powered by one of the largest and most vibrant investor communities.

 New York, NY
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Joined March 2009
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The Trade Desk: Value Trap Becomes AI Road Kill (Rating Downgrade) $TTD #stockmarket #business #finance seekingalpha.com/article/496…
The Trade Desk: Value Trap Becomes AI Road Kill (Rating Downgrade) (NASDAQ:TTD)

The Trade Desk: Value Trap Becomes AI Road Kill (Rating Downgrade) (NASDAQ:TTD)

Analyst rates The Trade Desk, Inc. a Sell as AI competition erodes advertiser appeal. Click for this updated look at TTD stock following Q3 earnings.

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Nvidia: The Jensen Huang Situation Is Difficult, But His Company Will Be Fine $NVDA #trading #investing #stockmarket seekingalpha.com/article/496…
Nvidia: The Jensen Huang Situation Is Difficult, But His Company Will Be Fine (NVDA)

Nvidia: The Jensen Huang Situation Is Difficult, But His Company Will Be Fine (NVDA)

Nvidia Corporation is rated a Buy with about 20% upside, as Huang's departure risk is low and silicon demand remains. Read more on NVDA stock here.

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Microsoft tumbles as Anthropic unveils office tools ahead of IPO $MSFT #economy #investing #stockmarket seekingalpha.com/news/466999…
Microsoft tumbles as Anthropic unveils office tools ahead of IPO (MSFT:NASDAQ)

Microsoft tumbles as Anthropic unveils office tools ahead of IPO (MSFT:NASDAQ)

Anthropic launches Claude Whiteboards and Sheets in beta and makes Dashboards generally available; Microsoft shares fall nearly 3%.

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Midday Need to Know: CPI tops estimates, Treasury yields jump & more $SPY #trading #stockmarket #finance seekingalpha.com/news/466996…
Midday Need to Know: CPI tops estimates, Treasury yields jump & more (SPY:NYSEARCA)

Midday Need to Know: CPI tops estimates, Treasury yields jump & more (SPY:NYSEARCA)

October CPI beats forecasts at 0.4% vs. 0.3%, lifting Treasury yields; Hims & Hers Health shares fall 14% on an earnings miss and guidance cut.

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Sell The Bounce, AI Bubble Burst To Resume $SPY #business #trading #economy seekingalpha.com/article/496…
Sell The Bounce, AI Bubble Burst To Resume (NASDAQ:QQQ)

Sell The Bounce, AI Bubble Burst To Resume (NASDAQ:QQQ)

The Nasdaq 100 bounced as oil prices fell, but this bounce is unsustainable; thus, the selloff is likely to resume. Click here to read what investors need to know.

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ADX: Buy The Dip Because The Distributions Are Already Paid For $ADX #finance #stocks #investing seekingalpha.com/article/496…
ADX: Buy The Dip Because The Distributions Are Already Paid For (NYSE:ADX)

ADX: Buy The Dip Because The Distributions Are Already Paid For (NYSE:ADX)

Adams Diversified Equity Fund, Inc. is a Buy, offering an 8% NAV-based yield supported by realized gains and NAV growth. Click for this ADX stock update.

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The Trade Desk: Still A Long Way Before We See The Light (Q3 Review) $TTD #investing #stocks #business seekingalpha.com/article/496…
The Trade Desk: Still A Long Way Before We See The Light (Q3 Review) (NASDAQ:TTD)

The Trade Desk: Still A Long Way Before We See The Light (Q3 Review) (NASDAQ:TTD)

The Trade Desk, Inc. faces weak near-term growth as CTV fails to offset declines; Q3 revenue was flat and profitability fell. Click for this TTD stock update.

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Anthropic could hit $685B in revenue by 2030, Goldman Sachs says: report $ANT #trading #business #stocks seekingalpha.com/news/466985…
Anthropic could hit $685B in revenue by 2030, Goldman Sachs says: report (ANT:Pending)

Anthropic could hit $685B in revenue by 2030, Goldman Sachs says: report (ANT:Pending)

Goldman analysts see Anthropic reaching $586 billion in 2030 enterprise sales and expect non-enterprise sales to approach $100 billion.

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Semis bottom around earnings-growth peaks, then recover – Ed Yardeni $SMH #finance #trading #investing seekingalpha.com/news/466990…
Semis bottom around earnings-growth peaks, then recover – Ed Yardeni (SMH:NASDAQ)

Semis bottom around earnings-growth peaks, then recover – Ed Yardeni (SMH:NASDAQ)

Ed Yardeni remains bullish on semiconductors at a 13.1 forward P/E, saying AI investment speed bumps may slow but not derail the boom.

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GE Vernova falls nearly 10% after SoftBank revises AI data center plans $GEV #trading #finance #economy seekingalpha.com/news/466983…
GE Vernova falls nearly 10% after SoftBank revises AI data center plans (GEV:NYSE)

GE Vernova falls nearly 10% after SoftBank revises AI data center plans (GEV:NYSE)

GE Vernova shares fall as much as 9.8% after SoftBank discloses a $3.7 billion charge tied to AI data center equipment changes.

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Hims & Hers Health slides 14% after earnings miss, guidance cut $HIMS #business #finance #stocks seekingalpha.com/news/466987…
Hims & Hers Health slides 14% after earnings miss, guidance cut (HIMS:NYSE)

Hims & Hers Health slides 14% after earnings miss, guidance cut (HIMS:NYSE)

Hims & Hers shares fall 14% after Q3 revenue of $890.3 million and EPS of -$0.14 miss estimates; 2026 revenue guidance narrows to $3.13B-$3.15B.

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Nvidia: Separating The Jensen Huang Noise From The 3-6 Year Chip Replacement Cycle $NVDA #investing #stockmarket #economy seekingalpha.com/article/496…
Nvidia: Separating The Jensen Huang Noise From The 3–6 Year Chip Replacement Cycle (NVDA)

Nvidia: Separating The Jensen Huang Noise From The 3–6 Year Chip Replacement Cycle (NVDA)

Nvidia Corporation remains a long-term Buy, with current share weakness offering a future buying opportunity near $165 support. Read more on NVDA stock here.

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Zeta Global: Strong Q3 Revenue Growth And A Bullish Guide, Hiking My Target $ZETA #markets #investing #finance seekingalpha.com/article/496…
Zeta Global: Strong Q3 Revenue Growth And A Bullish Guide, Hiking My Target (NYSE:ZETA)

Zeta Global: Strong Q3 Revenue Growth And A Bullish Guide, Hiking My Target (NYSE:ZETA)

Zeta Global is a "Buy" with a $47 target, given its 46% Q3 revenue growth, accelerating organic growth, and Athena AI adoption. Learn more about ZETA stock.

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Nvidia in focus as Citi, Wells Fargo cut price targets ahead of earnings $NVDA #finance #economy #stockmarket seekingalpha.com/news/466980…
Nvidia in focus as Citi, Wells Fargo cut price targets ahead of earnings (NVDA:NASDAQ)

Nvidia in focus as Citi, Wells Fargo cut price targets ahead of earnings (NVDA:NASDAQ)

Citi cuts Nvidia's price target to $285 and Wells Fargo to $300 ahead of its Nov.

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SA analyst upgrades/downgrades: NVDA, SNDK, PLTR, SAP $SAP #finance #stocks #economy seekingalpha.com/news/466986…
SA analyst upgrades/downgrades: NVDA, SNDK, PLTR, SAP

SA analyst upgrades/downgrades: NVDA, SNDK, PLTR, SAP

Analysts rate Sandisk a Buy after a 60% drop and value Nvidia at $245.7; they cut Palantir to Hold and SAP to Neutral at 29x forward P/E.

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Wall Street slips as October inflation proves stickier than expected $US10Y #markets #investing #stockmarket seekingalpha.com/news/466956…
Wall Street slips as October inflation proves stickier than expected (SPX:)

Wall Street slips as October inflation proves stickier than expected (SPX:)

Stock futures were mixed ahead of the key U.S. CPI report.

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Nvidia's AI Moat Faces A New Test, And Other Top Stocks With Durable Earnings $NVDA #markets #stocks #stockmarket seekingalpha.com/article/496…
Nvidia Stock’s AI Moat Faces A New Test, And Two Other Top Stocks With Durable Earnings

Nvidia Stock’s AI Moat Faces A New Test, And Two Other Top Stocks With Durable Earnings

Nvidia’s recent headlines have put its AI leadership and competitive advantages in focus. Explore three wide-moat stocks with durable earnings power.

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CPI inflation cools in October, but not as much as hoped $XLK #economy #trading #finance seekingalpha.com/news/466973…
CPI inflation cools in October, but not as much as hoped

CPI inflation cools in October, but not as much as hoped

October U.S. Consumer Price Index: +0.4% M/M vs. +0.3% consensus and +0.6% prior, according to data released by the U.S. Bureau of Labor Statistics on Tuesday.

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Microsoft urges US to reconsider potential import ban on Chinese optical transceivers: report $MSFT #finance #stockmarket #investing seekingalpha.com/news/466980…
Microsoft urges US to reconsider potential import ban on Chinese optical transceivers: report

Microsoft urges US to reconsider potential import ban on Chinese optical transceivers: report

Microsoft urges Trump to reconsider a ban on Chinese 3.2-terabit optical transceivers, warning slower data center growth could help China win AI race.

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Micron, Nvidia, Lam Research removed from BofA's US 1 list $MU #business #investing #economy seekingalpha.com/news/466968…
Micron, Nvidia, Lam Research removed from BofA's US 1 list (MU:NASDAQ)

Micron, Nvidia, Lam Research removed from BofA's US 1 list (MU:NASDAQ)

Bank of America removes Micron, Nvidia and Lam Research from its US 1 list; all three retain Buy ratings, with no reason given.

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