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Latest financial and economic news and analysis

Seeking Alpha News Agency
4 days ago•Seeking Alpha
Stocks Medium Importance Neutral
SpaceX: A Great Company At The Wrong Price

SpaceX: A Great Company At The Wrong Price

SpaceX is rated a sell, as its $1.43 trillion equity value bakes in highly optimistic outcomes across Connectivity, Space, and AI segments. Starlink drives profitability, but declining ARPU and limited scale mean it cannot alone justify SpaceX's current valuation without extraordinary AI or space success. AI and Space segments are deeply unprofitable and capital-intensive, with AI contracts short in duration versus long-lived infrastructure commitments, raising risk.

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Seeking Alpha News Agency
4 days ago•Seeking Alpha
Stocks Medium Importance Neutral
RXO: Expectations Seem Imaginary As Core Metrics Worsen In Q2

RXO: Expectations Seem Imaginary As Core Metrics Worsen In Q2

RXO Inc. delivered strong 25% YoY revenue growth to $1.77B but failed to achieve earnings growth, with margins continuing to compress. Despite bullish market forecasts and a non-GAAP FWD EPS of $0.12, RXO's valuation appears unsustainably rich at 33x EV/EBITDA and 164x FWD P/E. Gross margin declined to 17% in Q2 from 21.2% last year, with negative operating cash flow and rising long-term debt signaling deteriorating fundamentals.

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RXO RXO
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Seeking Alpha News Agency
4 days ago•Seeking Alpha
Stocks Medium Importance Neutral
Vistra: Hold On A Mixed Q2 Picture

Vistra: Hold On A Mixed Q2 Picture

Vistra Corp. remains a hold as strong adjusted EBITDA growth is offset by declining sales and rising operating costs. VST's valuation has improved significantly, with PE dropping from 76x to 23.8x on accelerated earnings, but PB remains high at 15x. Strategic growth drivers include the Cogentrix acquisition, nuclear power agreements with AWS and Meta, and a new AI-focused partnership with Nvidia.

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VST VST
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MarketBeat News Agency
4 days ago•MarketBeat
Stocks Medium Importance Neutral
F&G Annuities & Life Q2 Earnings Call Highlights

F&G Annuities & Life Q2 Earnings Call Highlights

F&G Annuities & Life NYSE: FG reported second-quarter adjusted net earnings of $85 million, or $0.65 per share, as lower alternative-investment returns and the impact of a reinsurance transaction weighed on results. Management said the quarter was largely in line with expectations and highlighted growth in assets under management, strong core retail sales and continued efforts to shift toward more fee-based, higher-margin and less capital-intensive businesses.

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The Motley Fool News Agency
4 days ago•The Motley Fool
Stocks Medium Importance Neutral
CEO Elon Musk Says This Is the Most Underappreciated Part of SpaceX's Business

CEO Elon Musk Says This Is the Most Underappreciated Part of SpaceX's Business

SpaceX includes several businesses, including the launch business, Starlink, and the broad artificial intelligence division. Musk sees another AI-driven technology eventually being a big part of the company.

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MarketBeat News Agency
4 days ago•MarketBeat
Stocks Medium Importance Neutral
Edgewell Personal Care Q3 Earnings Call Highlights

Edgewell Personal Care Q3 Earnings Call Highlights

Edgewell Personal Care NYSE: EPC reported a return to organic sales growth in its fiscal third quarter of 2026, supported by improved North American performance in grooming, sun and skin care, and branded wet shave. The company said adjusted earnings per share and adjusted EBITDA exceeded its internal expectations, while it maintained the midpoint of its full-year outlook.

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MarketBeat News Agency
4 days ago•MarketBeat
Stocks Medium Importance Neutral
Equitable Q2 Earnings Call Highlights

Equitable Q2 Earnings Call Highlights

Equitable NYSE: EQH said second-quarter operating earnings rose as the company advanced its pending merger with Corebridge and reported positive net flows across all of its business segments. Shareholders of both companies approved the transaction on July 30, and Equitable said it remains on track to close the merger by the end of 2026.

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EQH EQH
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MarketBeat News Agency
4 days ago•MarketBeat
Stocks Medium Importance Neutral
Ero Copper Q2 Earnings Call Highlights

Ero Copper Q2 Earnings Call Highlights

Ero Copper NYSE: ERO reported stronger second-quarter operating and financial performance, supported by higher gold sales, solid copper output and commodity-price tailwinds, while continuing to reduce debt and advance expansion projects across its Brazilian operations.

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ERO ERO
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MarketBeat News Agency
4 days ago•MarketBeat
Stocks Medium Importance Neutral
ESCO Technologies Q3 Earnings Call Highlights

ESCO Technologies Q3 Earnings Call Highlights

ESCO Technologies NYSE: ESE reported third-quarter fiscal 2026 results marked by organic sales growth, higher profitability and record backlog, as demand remained strong across its aerospace and defense, utility solutions and test businesses.

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ESE ESE
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MarketBeat News Agency
4 days ago•MarketBeat
Stocks Medium Importance Neutral
Essent Group Q2 Earnings Call Highlights

Essent Group Q2 Earnings Call Highlights

Essent Group NYSE: ESNT reported second-quarter 2026 net income of $190 million, or $2.08 per diluted share, as a benign credit environment, elevated mortgage-insurance persistency and higher investment income supported results.

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AMBCrypto News Agency
4 days ago•AMBCrypto
Cryptocurrency Medium Importance Neutral
Hyperliquid burns $1.28M HYPE as price corrects – Is $60 next?

Hyperliquid burns $1.28M HYPE as price corrects – Is $60 next?

Hyperliquid burned $1.28 million worth of HYPE over the past 24 hours, taking lifetime burns to $2.68 billion. With circulating turnover falling to 2.9%, traders are watching whether shrinking supply can fuel a price reversal.

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HYPEUSD HYPEUSD
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Seeking Alpha News Agency
4 days ago•Seeking Alpha
General Medium Importance Neutral
Willis Lease Finance: A Rough Road Ahead

Willis Lease Finance: A Rough Road Ahead

Willis's Q2 results have shown us a demand softening, which caused maintenance reserves to decline and the utilization rate to drop from 87% to 85% YoY. The management fees segment grew significantly by 113%, but given that the firm still accrues most of its revenue from the leasing business, we still need to value against PB. The current PB ratio is widely higher than the 5-year historical level; while this is a true reflection of the current market dynamics, it leaves no margin of safety.

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Seeking Alpha News Agency
4 days ago•Seeking Alpha
Stocks Medium Importance Neutral
Farmer Mac: Record Growth Supports More Upside

Farmer Mac: Record Growth Supports More Upside

Farmer Mac reported record business volume of $37.2 billion, up 22% year over year. Revenue reached $125.2 million, while core earnings rose to $58.8 million, or $5.40 per share. Core ROE reached 18.9%, supported by a solid capital position and continued shareholder returns.

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AGM AGM
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