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Bloom Energy surges after unveiling $5B AI infrastructure partnership with Brookfield (BE:NYSE)
Seeking Alpha· 2025-10-13 12:05
Bloom Energy (NYSE:BE) +26.2% pre-market Monday after announcing a $5 billion strategic partnership with Brookfield Asset Management (NYSE:BAM) to become the preferred onsite power provider for Brookfield's global artificial intelligence factories. The two companies are actively collaborating on the design and ...
Amcor: Buy This High Yield While It's Dirt Cheap (NYSE:AMCR)
Seeking Alpha· 2025-10-13 12:00
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium ...
TeraWulf: Positioned To Ride The Bitcoin And AI Infrastructure Boom
Seeking Alpha· 2025-10-13 12:00
Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have advised on and implemented multi-asset strategies, but highly focusing on equities and derivatives.As you might be as well, I am a stock market enthusiast. My core passion lies in understanding ...
Amcor: Buy This High Yield While It's Dirt Cheap
Seeking Alpha· 2025-10-13 12:00
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium ...
Mettler-Toledo International: Still No Reasons To Be Bullish (NYSE:MTD)
Seeking Alpha· 2025-10-13 11:38
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
The Housing Boom Is About To Begin, Lock In 13% With Annaly Capital
Seeking Alpha· 2025-10-13 11:35
Features include: model portfolio with buy/sell alerts, preferred and baby bond portfolios for more conservative investors, vibrant and active chat with access to the service’s leaders, dividend and portfolio trackers, and regular market updates. The service philosophy focuses on community, education, and the belief that nobody should invest alone.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NLY either through stock ownership, options, or other derivatives. I wrote this article ...
Stock Looks Undervalued As Bristol Myers Buys Orbital Therapeutics
Seeking Alpha· 2025-10-13 11:30
I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...
Brace For Supply Chain Disruptions
Seeking Alpha· 2025-10-13 11:30
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSurvey Monday With U.S.-China trade tensions escalating once again, will Trump follow through on his 100% tariff threat? Take the survey here and share your thoughts in the WSB comments section. Good morning! Check out today's trending headlines:Tough talk: President Trump sought to dial down tensions with China, hours after Beijing responded to his 100% tariff threat by ...
Engie: A Long-Term Buy, But Not For Nuclear Power
Seeking Alpha· 2025-10-13 11:07
If you enjoyed this analysis, consider subscribing to Green Growth Giants for a focused consideration of the nuclear energy sector. Besides a market beating model portfolio, updates on the fast growing segment, analyses on rare sector stocks, top-down sectoral coverage, and rankings of ETFs based on proprietary methodology are included.The profile is run by Manika Premsingh , who heads the investing group Green Growth Giants and also runs another Seeking Alpha profile in her own name. She is a macroeconomis ...
Southern First Bancshares Gears Up For Strong Finish To 2025 (NASDAQ:SFST)
Seeking Alpha· 2025-10-13 10:56
With a market cap of just $353 million, Southern First Bancshares (NASDAQ: SFST ) is a small regional bank holding company that operates in the Southeastern US. The company's size causes it to be overlooked by mostI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits on indi ...