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Seeking Alpha: News

Texas moratorium on data centers puts 20% of U.S. pipeline at risk of delay - Bloomberg NEF

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SA Asks: Should Google's AI leadership changes concern investors?

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SA Asks: What's the outlook for Big Pharma M&A?

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Apple brings Alibaba's Qwen AI model to Mac users in China

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Canada offers concessions in a bid to avoid Trump’s 50% tariffs: NYT

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Trending stocks this week as SpaceX, Palantir earnings and jobs data drive markets

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8 out of 12 S&P 500 utilities stocks beat EPS estimates this week: Earnings Scorecard

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Earnings Scorecard: All 12 S&P 500 Energy stocks beat EPS estimates this week

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Iran says Hormuz deal close amid attack on UAE tanker

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Real estate stocks edge down as investor attention turns to cyclicals

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16 out of 16 technology stocks deliver EPS wins this week: Earnings Scorecard

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Earnings Scorecard: 95% of healthcare firms deliver EPS wins this week

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Insider trades: Microsoft, Meta, Pfizer among notable names

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Nvidia eyeing up to $3B investment in Blackstone-backed power firm: The Information

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Consumer Staples Earnings Scorecard: Profit holds up despite mixed revenue

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Earnings scorecard: 9 out of 10 Communication Services companies deliver EPS wins this week

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Santander, Berkshire Hathaway among gainers; HSBC, Sezzle in losers: week's financials wrap

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Todd Blanche confirmed as next U.S. attorney general

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Earnings Scoreboard: 86% of S&P 500 reporting firms top EPS estimates as 79% post Y/Y profit growth

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Michael Burry says it’s 'Trump's market' where price doesn't matter

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Berkshire Hathaway cash pile drops in Q2 amid stock buybacks

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Berkshire Hathaway Q2 operating earnings +16% Y/Y, cash at $365.5B

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Cloud capex forecast calls for 29% jump in 2027 as compute demand exceeds capacity: MS

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One Whopper of a win: Burger King takes market share from McDonald's

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AIXC targets August 2026 RoboShare rentals in Los Angeles as liquidity remains constrained

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Vaxart outlines Phase IIb COVID-19 top line data in first half of 2027 backed by BARDA funding

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Nutex outlines 3 hospital openings in H2 2026 while maintaining 3 to 5 openings per year

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Gladstone Investment aims to deploy at least $116M in first 6 months as SFEG exit advances

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Bimini outlines NOL runway to $5.5M by end of 2028 while integrating TJIM’s $1.7B AUM platform

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Oil futures end down week on high note as Strait of Hormuz deal turns more uncertain

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I3 Verticals signals FY2027 mid-single-digit growth while targeting 100 to 200 bps margin expansion

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RGA targets 8%-10% EPS growth as it plans $400M debt paydown in September

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Sylvamo outlines $55M annual benefit from Eastover projects, with $30M-$40M expected in 2027

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Calumet expects 120M-150M gallons of SAF by spring 2027 while targeting sub-3x leverage next quarter

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Carlyle Secured Lending anticipates SCP managing $6B-$7B and plans two additional CLOs in 2026

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Embecta forecasts $1.80-$1.90 FY2026 adjusted EPS while raising adjusted operating margin to 23.5%-24%

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Orion Properties narrows 2026 core FFO to $0.72-$0.77 while lowering net debt to EBITDA outlook to 6-6.8x

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Claritev signals $1.0B-$1.02B 2026 revenue outlook as bookings target stays at $100M

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American Healthcare REIT outlines 2026 NFFO per share of $2.15-$2.19 while raising same-store NOI growth to 11%-13%

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AdvanSix outlines 10%–15% 2026 tax rate and targets $10M fixed cost savings exiting 2026 amid higher sulfur costs

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HEI outlines $170M base rate increase plan while seeking 1,650 GWh renewables in Hawaii procurement

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Data center operator Switch confidentially files for IPO - report

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U.S. court approves New Jersey PFAS settlements totaling $2.5B

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Johnson Outdoors anticipates $5M-$6M full-year tax expense as tariff refunds fade

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AIG targets general insurance expense ratio below 30% in 2027 while contracting Lexington property

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MSC Income Fund outlines $40M combined share purchases and targets leverage ramp over next 3-4 quarters

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Dauch targets $10.6B-$10.8B sales and $1.36B-$1.425B EBITDA as integration run rate savings reach $70M

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Amrize forecasts $12.5B-$12.7B 2026 revenue while targeting $3.1B-$3.2B adjusted EBITDA amid oil-driven cost inflation

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Starz raises 2026 adjusted OIBDA growth outlook to mid-single digits while targeting ~2.7x leverage after $100M credit facility increase

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Vaalco forecasts Q3 2026 production of 24,400-26,900 boepd while targeting Venus FID in Q4 2026

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