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Dell: Re-Rating In Process, More Upside Likely, Raising My Price Target
Seeking Alpha· 2025-10-09 15:10
The Information Technology sector has been the clear standout area of the S&P 500 since the market bottom six months ago. The Information Technology Select Sector SPDR ETF ( XLK ) is actually the lone outperforming sector fund since April 9. ThrowFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is ...
Why A Bad Deal Makes AMD A Strong Buy
Seeking Alpha· 2025-10-09 15:06
公司与客户动态 - AMD近期宣布OpenAI做出重大承诺将购买大量其Instinct GPU [1] - 该交易的具体经济条款目前尚不明确 [1]
Interactive Brokers: Buy Recommendation For The New Kid In The S&P 500 (NASDAQ:IBKR)
Seeking Alpha· 2025-10-09 15:01
Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...
Interactive Brokers: Buy Recommendation For The New Kid In The S&P 500
Seeking Alpha· 2025-10-09 15:01
Mr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities), restructuring investment portfolios based on prevailing conditions and the needs of each client-investor. Mr. Mavroudis has successfully navigated all ...
Archer Aviation Fell After No Deal From Tesla, But Fundamentals Keep It Flying (ACHR)
Seeking Alpha· 2025-10-09 14:59
Archer Aviation Inc. (NYSE: ACHR ) was on a high on Monday, up 16%, which brought its five-day gain to 40%. With that, Archer reached its highest level since July, backed by speculation that it would be involvedI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d lik ...
Biogen's Comeback: Why The Bulls Are Finally Winning Again
Seeking Alpha· 2025-10-09 14:54
With over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, and pharmaceutical companies.Allka Research's journey in the investment landscape is marked by a commitment to delivering substantial returns and strategic insights to its clients. In a world filled with complexities, Allka Re ...
FQAL: 2 Competitors Are More Compelling
Seeking Alpha· 2025-10-09 14:50
Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn moreFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic st ...
AST SpaceMobile stock further into overbought territory, nearly quadrupling this year (ASTS:NASDAQ)
Seeking Alpha· 2025-10-09 14:48
Relative strength indicators on Seeking Alpha show that shares of AST SpaceMobile (NASDAQ:ASTS) are in overbought territory this year, reflecting bullish sentiment and investor confidence. The stock's value has nearly quadrupled year to date, dwarfing the 15% rally of the benchmark S&P ...
Microsoft: The AI Bubble's Best Risk/Reward Play (NASDAQ:MSFT)
Seeking Alpha· 2025-10-09 14:47
The AI train is not slowing down. In fact, it is picking up speed by the day, as we see an explosion in deal-making activity among hyperscalers, neoclouds, and GPU makers to secure compute commitmentsAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started ...
Neogen outlines $20M annualized cost reduction and targets margin improvement through operational streamlining (NASDAQ:NEOG)
Seeking Alpha· 2025-10-09 14:47
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