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Wall Street Breakfast Podcast: Netflix Levels Up
Seeking Alpha· 2025-10-09 11:01
gorodenkoff/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26) This is an abridged transcript. Netflix (NASDAQ:NFLX) is bringing its video games to television screens for the first time. Subscribers will now be able to play select games on ...
Dell: Surging HDD Profits May Prelude Surging Server Profits
Seeking Alpha· 2025-10-09 11:00
Dell Technologies Inc. (NYSE: DELL ) has been surging in recent days after the company upgraded its outlook based on exposure to AI. Crucially, even after the price surge, Dell’s valuation remains competitive, and while marginsMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful in ...
Helen of Troy Non-GAAP EPS of $0.59 beats by $0.06, revenue of $431.8M beats by $14.1M (NASDAQ:HELE)
Seeking Alpha· 2025-10-09 10:48
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Aegon: a.s.r. Sell-Down Boosts Flexibility; Valuation Still Attractive (NYSE:AEG)
Seeking Alpha· 2025-10-09 10:42
We revisit Aegon (NYSE: AEG ) ( OTCPK:AEGOF ) following its H1 results and, more importantly, September’s sale of 12.5 million a.s.r. shares — a development not yet flagged by Seeking Alpha's analysts. While our stance on EU banks is stillBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they mi ...
Aegon: A.S.R. Sell-Down Boosts Flexibility; Valuation Still Attractive
Seeking Alpha· 2025-10-09 10:42
We revisit Aegon (NYSE: AEG ) ( OTCPK:AEGOF ) following its H1 results and, more importantly, September’s sale of 12.5 million a.s.r. shares — a development not yet flagged by Seeking Alpha's analysts. While our stance on EU banks is stillBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they mi ...
Micron: High Upside As Revenue Keeps Accelerating At 12x P/E
Seeking Alpha· 2025-10-09 10:40
For the past month, news headlines have followed faithfully as OpenAI CEO Sam Altman globetrots to secure capacity from the chip giants to support ChatGPT's ravenous appetite for compute. News of a recent deal is whatWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Al ...
Ferrari slides as investors weigh long-term guidance, new EV plans (RACE:NYSE)
Seeking Alpha· 2025-10-09 10:39
Ferrari N.V. (NYSE:RACE) updated its long-term financial targets as part of its Capital Markets Day presentation on Thursday. The Italian automaker said it is aiming for strong growth and profitability through 2030. In terms of guidance, the company expects net revenue ...
OFS Credit: Dividend Is No Longer Supported By Earnings
Seeking Alpha· 2025-10-09 10:21
The higher interest rate environment continues to take a toll on funds that are heavily reliant on CLOs (collateralized loan obligations). Higher rates may be great for income generation, but it creates a challenging environment with tighterFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets ...
Constellation Brands: Still A Buy As Investment Cycle Nears End, Macro Tailwinds Materialize (NYSE:STZ)
Seeking Alpha· 2025-10-09 10:18
Since covering them back in late July and calling them an “ Undervalued Beverage Leader Backed By Excellent Fundamentals ,” Constellation Brands, Inc. (NYSE: STZ ) is down about 20%, mostly due to recent macroAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe co ...
Constellation Brands: Still A Buy As Investment Cycle Nears End, Macro Tailwinds Materialize
Seeking Alpha· 2025-10-09 10:18
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...