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News
Trump's dividend proposal unlikely and macro unsound - Wolfe’s Tobin Marcus (SPY:NYSEARCA)
2+ day, 18+ hour ago (58+ words) Seeking Alpha Tobin Marcus, head of U.S. policy and politics at Wolfe Research, dismissed President Donald Trump's proposed $5K dividend checks to Americans as both legally unviable and economically ill-timed. Trump on Wednesday proposed a $5K “Trump dividend” for every adult U.S....
Startup Covenant unveils long-range missile, raises more than $250M (PPA:NYSEARCA)
3+ day, 23+ hour ago (59+ words) Seeking Alpha Douglas Rissing/iStock via Getty Images Defense technology startup Covenant on Wednesday announced more than $250 million in funding and plans to begin large-scale production of a lower-cost, long-range missile system in early 2027. The privately held company said its…...
These consumer staples stocks pair revenue growth with A-rated valuations (XLP:NYSEARCA)
4+ day, 2+ hour ago (91+ words) Seeking Alpha Smile/DigitalVision via Getty Images Consumer staples stocks remain a focal point for investors seeking defensive positioning combined with steady growth. While the sector is traditionally known for stability rather than rapid expansion, select companies continue to deliver…...
Nvidia supplier Wistron slides 6% after pricing $1.5B stock offering
5+ day, 7+ hour ago (52+ words) Seeking Alpha - Shares of Taiwan’s Wistron (WICOF) dropped more than 6% on Tuesday after the Nvidia (NVDA) supplier priced a $1.47B global depositary receipt offering to finance raw material purchases. - The company said Monday that it priced 25 million global depositary receipts...
The One Investing Strategy I Would Use To Prepare For A Lost Decade
1+ week, 3+ day ago (190+ words) niphon/iStock via Getty Images Last year, Howard Marks cautioned that the S&P 500 (SPY) at current valuations is sitting in a range that, without exception, has historically produced flat to negative real annualized returns over the following decade. Since…...
CIBR: Urgent AI Defense Makes It A Buy
1+ week, 5+ day ago (88+ words) Urgent AI Defense Makes CIBR A Buy Seeking Alpha - I rate First Trust NASDAQ Cybersecurity ETF a Buy, citing its leadership in platform consolidation and strong sector positioning. - CIBR's 27% allocation to PANW, FTNT, and CRWD aligns with CISO demand for…...
Lockheed Martin Stock: The Missile Supercycle Could Drive A Re-Rating (Rating Upgrade)
2+ week, 1+ day ago (99+ words) Lockheed Martin: The Missile Supercycle Could Drive A Re-Rating (Rating Upgrade) Seeking Alpha - Lockheed Martin earns a buy rating due to a robust backlog, strong missile segment growth, and a compelling long-term growth trajectory. - LMT's record $230.4B backlog, with the missile…...
Neocloud Lambda mulls raising up to $3B in pre-IPO round
2+ week, 5+ day ago (23+ words) Nvidia-backed Lambda is in talks to raise up to $3B at a valuation of over $12B ahead of a potential IPO next year....
StandardAero: Sponsor Overhang Won’t Stop Strong Fundamentals In The Long Run
2+ week, 5+ day ago (91+ words) Seeking Alpha - StandardAero delivered a strong Q2, beating on EPS and revenue, with LEAP and CFM56 DFW segments turning profitable for the first time. - Management raised full-year revenue, EBITDA, and EPS guidance, reflecting confidence in execution and near-term growth catalysts. - SARO trades…...
Boeing-Lockheed venture ULA names Mark Peller CEO (BA:NYSE)
3+ week, 5+ day ago (9+ words) United Launch Alliance appoints Mark Peller CEO and president....