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Seeking Alpha: News

Nvidia-backed Lumentum sees AI boom keeping orders full through 2028

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Anthropic weighs building its own AI chips: Reuters

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Japan March PPI grows 2.6% Y/Y vs. 2.4% expected; fastest growth since November

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Kevin Warsh Fed chair confirmation plan reportedly hits snag as nomination hearing is delayed

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Smart Sand declares $0.10 special dividend

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China inflation cools to 1.0% in March, missing market expectations; core inflation tumbles to 1.1%

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OpenAI Stargate leaders including Peter Hoeschele depart in latest shakeup to data center strategy: report

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AZZ declares $0.20 dividend

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Friday's Economic Calendar

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Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks

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Northwest Natural Holding declares $0.4925 dividend

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Elon Musk’s SpaceX reportedly generated $18.5B in revenue in 2025

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ConocoPhillips goes to Venezuela to evaluate oil opportunities

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Saudi says Iranian attacks slash its oil output by 600K bbl/day, pipeline flows by 700K bbl/day

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EQT, Glencore agree to buy more LNG from Commonwealth - Reuters

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Shell expects first gas at huge Venezuela-Trinidad field next year - Reuters

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Cogeco Communications GAAP EPS of C$1.89, revenue of C$693.56M

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Here are the major earnings before the open Friday

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Clearsign Technologies GAAP EPS of -$0.99, revenue of $5.2M misses by $4.53M

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Retractable Technologies cuts workforce to boost domestic production

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Gold rises for eighth time in nine sessions ahead of U.S.-Iran talks

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Empire Company acquires Mayrand Food Group to boost Québec retail push

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Starbucks Workers Union accuses company of negotiating in bad faith -- report

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Genesis announces private placement of $120,000

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Tajiri Resources upsizes non-brokered private placement to C$2.5M

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Lockheed Martin secures $4.76B U.S. Army contract

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Xanadu Quantum Technologies Limited GAAP EPS of -C$14.29, revenue of C$4.62M

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Stocks to watch after market on Thursday: CRWV, CDNL, and KMX

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Clearwater Paper cuts 20% of workforce, targeting $8M-$12M savings plan

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CarMax adds two new members to board including Starboard nominee

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3 things to look out for on Friday

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Solaris secures key Ecuador permit, unlocks $50M for Warintza copper project

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Ashford Hospitality sells six hotels for gross proceeds of over $300M

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Beam Global GAAP EPS of -$1.61 misses by $0.08, revenue of $28.2M beats by $0.25M

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Cars.com accelerates AI push, cuts costs, boosts buyback plan

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Nouveau Monde Graphite secures $297 million equity financing to advance Matawinie project

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Cardinal Infrastructure wins $24M contract for first data center project

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Apollo's Rowan resolves JPMorgan suit regarding Charlie Javice fraud - report

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Further inflation spikes are likely as Middle East conflict does not reach resolution

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Postmedia Network Canada GAAP EPS of C$0.04, revenue of C$110M

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Transcat acquires Costa Rica-based SCM for $13 million, enters Latin America

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Simulations Plus Non-GAAP EPS of $0.35 beats by $0.05, revenue of $24.3M beats by $2.64M

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Starmer “fed up” with volatile energy prices due to Putin, Trump

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NovaGold initiated at Overweight by Morgan Stanley, underpinned by top-tier Donlin Gold project

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Alcoa upgraded at Morgan Stanley on higher aluminum prices, operating leverage

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Large-cap REITs ranked by quant ratings ahead of Q1 earnings

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Software sector plunges, cybersecurity names hit hardest, as AI disruption concerns persist

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Navy acquisition chief visits HII shipyards as capacity expansion takes focus

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Berkshire brokerage must face commission lawsuit despite settlement, judge rules - report

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Kosmos Energy cut to Sell at Goldman after strong 2026 performance

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