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CoreWeave: Data Center Financing Problems Emerge Ahead Of Earnings Next Week
Seeking Alpha· 2026-02-20 23:40
I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up to Growth Stock Forum.ONeil Trader is a former stockbroker turned full-time independent investor. He focuses on ...
Quanta Services Q4: Continues To Benefit From AI Data Center Demand For Power
Seeking Alpha· 2026-02-20 23:32
Quanta Services, Inc. ( PWR ) just reported its Q4 and has been on a roll due to the massive surge in AI data center demand for power. I wanted to go through the earningsMSc 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 ...
Accendra Health: Debt Reduction Creates Long-Term Opportunity (Upgrade)
Seeking Alpha· 2026-02-20 23:30
Shares of Accendra Health, Inc. ( ACH ), have been a poor performer over the past year, losing over 60% of their value. The company, formerly known as Owens & Minor, has struggled with a significantly overleveraged balance sheet and narrow margins. This has forced the company to divestOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or ...
Sumitomo Pharma Co., Ltd. (DNPUF) Discusses R&D Progress, Oncology Pipeline, and Advances in Regenerative Medicine and Vaccines Transcript
Seeking Alpha· 2026-02-20 23:25
R&D Meeting Overview - The R&D meeting of Sumitomo Pharma Company Limited is being conducted to discuss R&D progress, basic policy, and two major oncology products [1] - The meeting is scheduled to conclude at 15:40 [1] Attendees - Key attendees include Mr. Kimura (Representative Director, President and CEO), Mr. Sakai (Representative Director, Executive Vice President), Ms. Sato (Managing Executive Officer), and Mr. Murata (Global Strategy Oncology Lead) [2] - Mr. Kimura is expected to provide introductory remarks [2]
A10 Networks, Inc. (ATEN) Analyst/Investor Day Transcript
Seeking Alpha· 2026-02-20 23:25
ConversationDavid SchroederVice President of Corporate Development Good afternoon, everyone. For those in the room, if we can go ahead and get seated, we're going to get started here. Thank you all for attending and joining us for the A10 Networks Investor Day. My name is David Schroeder. I'm the Vice President of Corporate Development here at A10. This call is being recorded and webcast live and may be accessed for at least 30 days via the A10 Networks website. Before we begin, please refer to the safe har ...
Robert Half: Deep Value With Unusual Short Squeeze Potential
Seeking Alpha· 2026-02-20 23:23
Nationally ranked stock picker for 30+ years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 39 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...
BHP: Decent Quarterly Results Tied To Copper, But Demand May Disappoint (Downgrade)
Seeking Alpha· 2026-02-20 23:16
BHP Group Limited ( BHP ) reported its fiscal year 2026 Q2 results , and by most metrics, we saw continued improvement. However, with a significant share price gain of over 40% in the past year, much ofAnalyst’s Disclosure: I/we have a beneficial long position in the shares of VALE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship ...
Endangerment Finding And The XLU
Seeking Alpha· 2026-02-20 22:55
On 2/12/26 the EPA eliminated the 2009 endangerment finding with regard to greenhouse gas emissions. While the initial deregulation is aimed primarily at vehicle emissions, it has significant implications for the utilities sector ETF (XLU), which I last wrote about in September. This is a highly politicized topic so I will start with my standard disclaimer. I will make no commentary on whether the deregulation is good or bad for America or the environment, and instead focus on the financial implications for ...
OEF: Waning Absolute And Relative Strength In The S&P 100
Seeking Alpha· 2026-02-20 22:55
Markets peaked a year ago before plunging to a post-Liberation Day low in early April. The S&P 500 plummeted 19%, with steep losses in the US Dollar Index and rising volatility in Treasury rates. At theFreelance 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 putting a narrative to financial data. Worki ...
CRH plc: Overvaluation In 2026
Seeking Alpha· 2026-02-20 22:52
Analyst’s Disclosure: I/we have a beneficial long position in the shares of HCMLY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advi ...