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Alphabet: The AI CapEx Shock That Will Widen The Moat
Seeking Alpha· 2026-02-24 23:05
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Alphabet Inc. (NASDAQ: GOOG ) reached my base case price target , indicating 12% upside, and was trading just $0.30 below my more upbeat price target indicating 26% upside, despite concerns on AI CapEx and return on investment, which led to a sell- ...
Senzime AB (publ) 2025 Q4 - Results - Earnings Call Presentation (OTCMKTS:SNZZF) 2026-02-24
Seeking Alpha· 2026-02-24 23:02
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Gladstone Investment: Dividend Coverage Dips As NAV Strengthens
Seeking Alpha· 2026-02-24 22:56
Gladstone Investment ( GAIN ) is paying out a modest base dividend yield that's not fully covered, with the commons largely spared from the SaaSpocalypse-related selloff in private credit tickers with a more significant credit allocation to software companies. The BDC is flatThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued ...
Protara Therapeutics, Inc. (TARA) Discusses Interim Phase II Results for TARA-002 in Non-Muscle Invasive Bladder Cancer Transcript
Seeking Alpha· 2026-02-24 22:47
PresentationOperator Hello, and welcome to the Protara Therapeutics ASCO GU Update Call. [Operator Instructions] As a reminder, this conference call is being recorded. If you have any objections, please disconnect at this time. With that, I would now like to turn the call over to Justine O'Malley, Senior Vice President, Investor Relations and Corporate Affairs. ...
Chevron: Forming A Strong Partner With Hess
Seeking Alpha· 2026-02-24 22:44
Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Chevron Corporation (NYSE: CVX ) is a large integrated oil company worth almost $360 billion. The company is working to integrate its acquisition of Hess ...
Super Group Q4 Review: Fantastic Shift Of Strategy (Rating Upgrade)
Seeking Alpha· 2026-02-24 22:37
MSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call opt ...
Mondelez: Sweet Recovery, Bitter Outlook, And A Fragile Yield
Seeking Alpha· 2026-02-24 22:32
The last time I covered Mondelez International ( MDLZ ), I rated them a Buy thanks to the stock trading below their intrinsic value, offering a solid entry point for a powerhouse of theI've been researching companies in-depth for over a decade, 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 investi ...
SPY: Tariff Troubles (And Other Developments) Dampen Some Optimism
Seeking Alpha· 2026-02-24 22:28
Manika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants, takes the theme a step further from LTT with a deeper dive into opportunities presented by the segment.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies menti ...
AI Trade: Short CapEx, Long Profits
Seeking Alpha· 2026-02-24 22:18
The artificial intelligence revolution sparked by the launch of ChatGPT-3 has been at the center of the bull market that began in March 2023. The AI trade has produced many multi-baggers in various sub-industriesI am Shubhm Thakkar, an MBA student at the Indian Institute of Management—Indore. I cleared the CFA Level 1 examination that was held in May 2023 and the CFA Level 2 conducted in November 2024. I am also a candidate for the CFA Level 3 examination to be held in February 2026. IIM Indore consistently ...
SCHD's Dividend Growth Engine May Be Entering Its Most Powerful Phase Yet
Seeking Alpha· 2026-02-24 22:18
To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We have just released our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.Last October, I stated that it was the best time in years to buy the Schwab U.S. Dividend Equity ETF ( SCHD ). At the time, I received a lot of disagreement in the comments section, as SCHD had been on aSamuel Smith has a diverse background that includes being lead ...