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منبع: Seeking Alpha خبرگزاری
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Celsius: The Disruption Story Is Far From Over

Celsius: The Disruption Story Is Far From Over

Celsius Holdings remains a Strong Buy, with disruptive momentum and significant domestic and international growth potential despite recent earnings volatility. Celsius' valuation appears deeply discounted, with DCF-derived intrinsic value at $33.81 per share versus ~$25 current, even under conservative assumptions. Alani Nu integration and PepsiCo partnership drive top-line growth, while the Celsius brand faces near-term headwinds from promotional spend and inventory rebalancing again.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Aspen Holdings Preferreds Have A New Owner

Aspen Holdings Preferreds Have A New Owner

Aspen Insurance Holdings Limited's three preferred stocks - AHL.PR.D, AHL.PR.E, and AHL.PR.F - are now backed by Sompo Holdings, a global insurer with A+ ratings. I am upgrading all three Aspen preferreds to Buy, citing ~7.4% yields and Sompo's robust financial backing and coverage ratios. Sompo's $101B in assets and 98x preferred dividend coverage ratio virtually eliminate non-payment risk for Aspen preferred shareholders.

منبع: Seeking Alpha
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منبع: Proactive Investors خبرگزاری
2 ماه پیش
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Nasdaq set to lead US markets higher as payrolls data looms

Nasdaq set to lead US markets higher as payrolls data looms

8am: Positive start expected as market eyes payrolls data US markets are pointed higher ahead of July's non-farm payrolls data, due out before the open, with the Nasdaq set to lead the way. Nasdaq futures point to a 0.5% gain, S&P futures are up 0.2%, and Dow futures are firmer by less than 0.1%.

منبع: Proactive Investors
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منبع: Invezz خبرگزاری
2 ماه پیش
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Nasdaq futures surge 120 points: 5 things to know before Wall Street opens

Nasdaq futures surge 120 points: 5 things to know before Wall Street opens

US stock futures were mixed on Friday as investors prepared for a jobs report that could decide whether the Federal Reserve moves again in September, while fresh earnings strength pushed technology shares higher before the bell. Dow futures were little changed and S&P 500 contracts added about 0.2%, while Nasdaq 100 futures rose 120 points, or 0.5%.

منبع: Invezz
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منبع: CNBC خبرگزاری
2 ماه پیش
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China is gaining ground in AI. But the U.S. still has a major advantage

China is gaining ground in AI. But the U.S. still has a major advantage

Earlier this week, Clément Delangue, the CEO of startup Hugging Face told CNBC China was winning the AI race. The country's AI firms are closing the performance gap with U.S. frontier labs and Chinese models are seeing rising adoption globally.

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منبع: Reuters خبرگزاری
2 ماه پیش
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India's Reliance books supertanker at record freight price to lift Iraqi crude

India's Reliance books supertanker at record freight price to lift Iraqi crude

India's Reliance Industries has paid a record $23 million to $25 million to charter ‌a supertanker to lift Iraqi crude, pointing to a limited pool of ships available in the Gulf and the soaring costs of every voyage, three shipping sources said.

منبع: Reuters
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منبع: CNBC International TV خبرگزاری
2 ماه پیش
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Expect a stronger yen by year-end and that could be bullish for Japanese equities: Astris Advisory

Expect a stronger yen by year-end and that could be bullish for Japanese equities: Astris Advisory

Astris Advisory's Neil Newman expects two BOJ rate hikes and a Fed cut by year-end which he then expects to lead to a narrower rate differentials that will strengthen the yen. He argues a firmer currency will lower import costs, boost corporate profitability and support both Japanese equities and the broader Asian market.

منبع: CNBC International TV
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منبع: Finbold خبرگزاری
2 ماه پیش
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On-chain data hints at what's next for Bitcoin price

On-chain data hints at what's next for Bitcoin price

Although Bitcoin (BTC) price has remained trapped in a consolidation between $58,076 and $66,896 since early July 2026, on-chain data analyzed by Finbold on August 7 now signals what is likely to come next.

منبع: Finbold
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Alphatec: Straightening Its Back

Alphatec: Straightening Its Back

Alphatec reports 15% revenue growth and improved operating leverage, with realistic break-even levels approaching despite ongoing net losses and dilution. Alphatec maintains $882 million in sales guidance and raises adjusted EBITDA guidance to $140 million, signaling confidence in margin improvements and operational progress. Leverage concerns are easing as free cash flow turns positive, dilution slows, and interest expenses decline, aided by strong EOS imaging technology growth.

منبع: Seeking Alpha
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منبع: Bloomberg Markets and Finance خبرگزاری
2 ماه پیش
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Iran Weighs US, Israeli Ships Ban in Strait of Hormuz

Iran Weighs US, Israeli Ships Ban in Strait of Hormuz

President Donald Trump said negotiations between Iran and Oman over the Strait of Hormuz are "moving along," despite some Iranian lawmakers saying they would seek to bar US and Israeli ships from the waterway as part of the deal. Meanwhile, oil extended gains after a report that Iran attacked "hostile targets" in the Strait of Hormuz.

منبع: Bloomberg Markets and Finance
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