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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
After Nvidia's Blowout, The AI Trade's Next Leg Is One Layer Down

After Nvidia's Blowout, The AI Trade's Next Leg Is One Layer Down

Nvidia (NVDA) delivered a Q2 FY2027 revenue blowout and guided for ~70% FY2028 growth, yet shares showed muted reaction, reflecting mega cap-like behavior. I maintain a Hold rating on NVDA due to unprecedented demand visibility but caution on gross margin pressure and a self-financing demand structure that clouds outer-year earnings clarity.

Source: Seeking Alpha
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Source: Reuters News Agency
2 weeks ago
General Medium Importance
European Investment Bank loans Elia €1 billion for Princess Elisabeth energy island

European Investment Bank loans Elia €1 billion for Princess Elisabeth energy island

Belgian electricity transmission grid operator Elia has secured a €1 billion ($1.2 billion) credit facility ​from the European Investment Bank for its ‌Princess Elisabeth island energy project in the North Sea, the organisations jointly confirmed on Monday.

Source: Reuters
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
Ouster: Waiting For Physical AI Liftoff

Ouster: Waiting For Physical AI Liftoff

Ouster, Inc. is positioned for explosive growth as Physical AI adoption accelerates, with recent share price weakness creating a compelling entry point. The LiDAR sensor company reported record Q2 revenues of $55M, with sensor shipments doubling in two quarters and Q3 guidance indicating continued momentum. Recent multi-industry deals and a robust pipeline suggest OUST could surpass consensus 35% annual growth, potentially exceeding the 50% target as markets scale.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
Payrolls Put The Fed Back To Work

Payrolls Put The Fed Back To Work

U.S. equity markets were little changed this past week as stronger payrolls, sticky services inflation, and surging oil prices kept the September Fed meeting alive ahead of Friday's CPI decision. Employers added 162k jobs in August, far above expectations, but wage growth cooled to its slowest pace since 2021, unemployment held at 4.1%, and labor force participation rebounded from July. Treasury yields rose across the curve, with the 10-Year Yield reaching its highest weekly close since October 2023, while WTI crude surged 9.5% to above $91 as hostilities with Iran reintensified.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance AI Analyzed
Getty Realty: High Yield Built For Durable Growth

Getty Realty: High Yield Built For Durable Growth

Getty Realty remains undervalued trading at 12.8x forward P/FFO with a 6% dividend yield. GTY delivers 5.1% AFFO/share CAGR since 2019, 99.8% occupancy, and robust tenant rent coverage of 2.5x. Management raised 2026 guidance, reflecting strong Q2 results and excluding potential upside from future acquisitions or developments.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance AI Analyzed
Tidewater: Industry Leader With Strong Prospects, Buy

Tidewater: Industry Leader With Strong Prospects, Buy

With the Middle East conflict not likely to be resolved anytime soon, shares of leading offshore support vessel provider Tidewater have advanced to new 52-week-highs. TDW reported second-quarter results well above the expectations provided my management on the Q1 conference call in May. However, increased costs related to the Middle East conflict and the delayed closing of the Wilson Sons acquisition in Brazil resulted in the requirement to slightly reduce full-year guidance.

Source: Seeking Alpha
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