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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
Kainan Seeks Premium IPO Valuation Despite Thin Margins And Competitive Malaysian Market

Kainan Seeks Premium IPO Valuation Despite Thin Margins And Competitive Malaysian Market

Kainan Holding Group is targeting a $20 million U.S. IPO, seeking a $104 million market capitalization despite operating in a fragmented, low-margin Malaysian staffing market. KHG has delivered strong recent revenue growth (78.8% YoY in 1H FYE 2026) but faces thin net margins, increasing customer concentration, and deteriorating cash conversion. IPO proceeds will fund workforce expansion, digital transformation, and working capital, but the company's high EV/EBITDA multiple (35x) far exceeds industry norms.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
Credo: Why I'm Buying Again (Rating Upgrade)

Credo: Why I'm Buying Again (Rating Upgrade)

Credo delivered 115% revenue growth, while management expects 85%+ FY2027 growth and more than $600 million optical revenue. AEC growth is normalizing, but DSPs, silicon photonics, and ZeroFlap Optics are becoming Credo's next major growth engines. Non-GAAP gross margin remained 68%, while a 25% inventory increase creates an important test for the second-half optical ramp.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
What Credo's 18% Drop Was Not About

What Credo's 18% Drop Was Not About

Credo Technology Group Holding delivered record Q1 revenue of $479M, up 114.7% YoY, and beat both internal and Wall Street estimates. CRDO maintained robust non-GAAP gross margins at 68% and raised full-year revenue growth guidance to over 85%, reaffirming its optical ramp for FY27. Despite strong fundamentals and an upgraded outlook, CRDO shares fell 18% post-earnings, widening the disconnect between business performance and market price.

Source: Seeking Alpha
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Source: Bloomberg Markets and Finance News Agency
3 weeks ago
General Medium Importance
Bessent Says Hormuz Route Will Be Bypassed In the Future

Bessent Says Hormuz Route Will Be Bypassed In the Future

US Treasury Secretary said the Strait of Hormuz route will eventually be bypassed and become "worthless". He speaks after the conflict between the US and Iran escalated sharply, with American forces carrying out a fresh wave of strikes and the Iranians saying they have retaliated.

Source: Bloomberg Markets and Finance
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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
This September Feels Very Different

This September Feels Very Different

The S&P 500 faces September headwinds from rising yields, debt, and macro uncertainty, but I see a contrarian buy-the-dip opportunity. Impending US Treasury liquidity injections and coordinated US-Japan interventions should stabilize markets and support equities, especially AI-related names.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
10-Year Treasury Heading To 5% Vs. The Stock Market In 2026

10-Year Treasury Heading To 5% Vs. The Stock Market In 2026

Rising US 10-year yields near 5% are pressuring fixed income and equities, with persistent inflation and geopolitical risks in the Strait of Hormuz fueling uncertainty. Long-duration bonds like TLT have underperformed, while short-duration and cash-equivalent ETFs such as SGOV remain the most attractive fixed-income options.

Source: Seeking Alpha
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Source: CNBC Television News Agency
3 weeks ago
General Medium Importance AI Analyzed
Energy Sec. Wright on Venezuela oil deal: U.S. government will not be the operator of those reserves

Energy Sec. Wright on Venezuela oil deal: U.S. government will not be the operator of those reserves

CNBC's Brian Sullivan and Energy Secretary Chris Wright joins 'Squawk Box' to discuss details of the U.S.-Venezuela oil deal, impact on U.S. domestic oil production, volume of oil going through the Strait of Hormuz, and more.

Source: CNBC Television
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Source: CNBC News Agency
3 weeks ago
General Medium Importance
Private payrolls rose by 38,000 in August, fewer than expected, ADP reports

Private payrolls rose by 38,000 in August, fewer than expected, ADP reports

Private companies added 38,000 jobs in August, down from 46,000 and below the estimate for 47,000, for the slowest month since January, according to ADP. Three categories accounted for most of the job growth: education and health services, leisure and hospitality and construction.

Source: CNBC
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Source: Bloomberg Markets and Finance News Agency
3 weeks ago
General Medium Importance
Where Bond Yields Are Heading as Energy Prices Rise

Where Bond Yields Are Heading as Energy Prices Rise

Highlights from Bloomberg TV as contributors shed light on how rising energy prices are driving bond yields higher across markets and traders reposition in anticipation of further challenges. Meanwhile, the yield on 30-year US government bonds have climbed back to levels seen just before Treasury Secretary Scott Bessent expanded a buyback program to contain long-term borrowing costs.

Source: Bloomberg Markets and Finance
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Source: Bloomberg Markets and Finance News Agency
3 weeks ago
General Medium Importance
Major: Treasury Market Is Functioning Normally

Major: Treasury Market Is Functioning Normally

Tradition Dubai Global Macro Advisor Steven Major says the global bond selloff is being driven largely by shifting interest-rate expectations rather than dysfunction or fiscal stress in the US Treasury market. He joined Horizons Middle East and Africa and discussed how persistently high oil prices could force further central-bank tightening, the risks to the dollar if the US economy cools, and why geopolitical anxiety has become a “new normal” for markets.

Source: Bloomberg Markets and Finance
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Source: Invezz News Agency
3 weeks ago
General Medium Importance
Nasdaq futures plunge 200 points: 5 things to know before Wall Street opens

Nasdaq futures plunge 200 points: 5 things to know before Wall Street opens

US stock futures pointed to a weaker open on Wednesday, with Dow futures down 103 points or 0.17%, S&P 500 futures slipping 23 points, or 0.29% and Nasdaq 100 futures falling 200 points, or 0.65% as investors weighed higher oil prices, rising Treasury yields and fresh risks to the AI trade. Brent crude moved back above $95 a barrel after fresh Middle East tensions raised concerns about supply risks, while the 10-year Treasury yield approached 4.8%, putting pressure on equity valuations.

Source: Invezz
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