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Seeking Alpha: News

Goldman Sachs expects IBM's upcoming 2026 guidance to reflect improving demand

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Semiconductor sales weaken in November, but NAND still a bright spot: MS

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Lakeland Financial raises quarterly dividend by 4% to $0.52/share

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Alcoa, Kaiser Aluminum cut at Wells Fargo; Constellium new favorite aluminum processor

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BioAge Labs extends rally after updating early-stage trial data for lead drug

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JPMorgan Chase beat largely due to lower expenses, analysts say

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SA Quant ratings: Best and worst-rated consumer staples stocks ahead of Q4 earnings

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Microcap magic: Ambitions Enterprise Management rallies 129%

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Travere plummets as FDA extends Filspari review for rare kidney disorder

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Trump says he'll name Fed chair pick in 'next few weeks'

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Delta signals 20% EPS growth and $3B–$4B free cash flow in 2026 as premium, loyalty, and international drive expansion

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MGM Resorts is downgraded at Truist as it waits out the Las Vegas recovery

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Visa, Mastercard stocks slide after Trump targets swipe fees

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The worst EPS revisions within industrials as earning season is here

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Citi analysts express confidence that the Fed's independence will hold

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Concentrix outlines 2026 revenue target up to $10.18B with 3% growth focus amid AI expansion and margin improvement

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Zimmer Biomet drops after cautious remarks on outlook

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Albemarle, SQM stocks extend gains as Deutsche Bank raises to Buy

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Top energy SA Quant picks ahead of Q4 earnings: Neste Oyj leads

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Tapasya Investment Fund I trims stake in Fannie Mae, invests in Adobe in 2025

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House speaker says Congress should look into credit card rate cap - report

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Intel, AMD lead in daily gains as most semiconductor stocks show mixed action

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Genesco shines at ICR as its 2026 rally continues

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Delivery giants face share loss, Amazon threat, leading BNP Paribas to downgrade FedEx and UPS

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Reviving Venezuela’s oil industry will take years, cost billions of dollars, TotalEnergies CEO says

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HHS secretary RFK Jr. adds two new members to CDC vaccine panel

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Why it’s a ‘really good environment’ for banks despite policy risks – former Barclays CEO

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Crypto data firm CoinGecko explores potential $500M sale - report

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China approves tech companies buying Nvidia H200 GPUs in some cases: report

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REIT stocks to watch heading into quarterly earnings season

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Morgan Stanley's PE unit takes majority stake in engineering firm Olsson

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IHS, Deutsche Telekom, Disney come out on top in communication services quant picks ahead of Q4 earnings

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Colgate-Palmolive emerges from difficult 2025 with a balanced risk/reward -- Wells Fargo

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Boeing beats Airbus in jet orders for first time since 2018

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BD invests $110M in Nebraska to boost U.S. drug delivery solutions

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Denny's goes private as shareholders approve the buyout of 'America's Diner'

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Jeffersonville Bancorp declares $0.25 special dividend

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Mid to low cap industrial stocks with the strongest earnings momentum

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Global PC shipments rose 9% in 2025; supply constraints cloud 2026 outlook

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Dell added as a new short idea at Hedgeye

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The best large cap industrials by EPS revision grades

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Apple launches Creator Studio in new subscription package for digital creators

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Bausch Health sets 2025 outlook at the higher end of the prior range

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Trump says soft inflation data warrants deeper Fed rate cuts

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Meta seeks to double output of Ray-Ban AI glasses -- report

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NetApp initiated with Buy, while HP sees rating cut to Sell at Goldman

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Franklin Templeton broadens money market funds for stablecoins, blockchain

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Pimco expects Fannie-Freddie MBS purchases to lower mortgage rates - report

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Diageo evaluating options for China assets - Bloomberg

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Oppenheimer downgrades Adobe to Perform as demotions pile up

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