We are a Singapore-based research team that seeks to exploit market inefficiencies and source for undervalued opportunities to generate long-term alpha. Unafraid to disagree with the consensus, we strive to generate investment theses based on attractive valuations across our investment universe through a disciplined investment approach, combining top-down macro themes and bottom-up fundamental analysis.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies me ...

NVIDIA ( NASDAQ:NVDA | NVDA Price Prediction) reported fiscal Q4 2026 earnings yesterday that reset the bar for what this company can generate. ...

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Alan Brochstein, CFA has been contributing articles to Seeking Alpha since 2007. He has worked on the sell-side and the buy-side in fixed-income and on the buy-side in equities. Alan got his start as a financial professional in the securities industry in 1986 after earning a B.A. in Economics and in Mathematical Methods in the Social Sciences from Northwestern University. He was managing investments in institutional environments until he founded AB Analytical Services in 2007 to provide independent consulti ...

Key Takeaways PSKY Q4 revenues of $48.14B and a 12 cent adjusted loss both missed consensus estimates.PSKY DTC revenues rose 10%, but TV Media sales fell 5% amid cord-cutting pressures.PSKY guided Q1 revenues of $7.15-$7.35B and reaffirmed $30B 2026 revenue target.Paramount Skydance Corporation (PSKY) reported fourth-quarter 2025 results, wherein both top and bottom lines missed the Zacks Consensus Estimate.The quarter was the company's first full period under the new management team of Chairman and CEO Dav ...

Key Takeaways MRVL acquired Celestial AI to add Photonic Fabric for high-bandwidth AI scale-up networks.Marvell Technology targets $500M run rate by fiscal 2028 and $1B by fiscal 2029 from the deal.MRVL trades at 7.11X forward P/S, below industry average, despite 32.3% YTD share decline.Marvell Technology (MRVL) is one of the leading players in the AI-connectivity space with its portfolio covering Ethernet, SerDes, DSPs, PCIe retimers and switches. The company has recently completed the acquisition of Celes ...

Close-up of logo at headquarters of software company Servicenow, Pleasanton, California, July 2, 2019. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesServiceNow (NOW) stock has decreased by 23.6% over the course of 21 trading days. This recent decline has raised renewed concerns regarding ServiceNow's subscription growth forecast and broader fears about AI disruption in SaaS. However, sharp declines like this often prompt a more difficult question: is the weakness temporary or indicative ...

Burlington, Ontario--(Newsfile Corp. - February 26, 2026) - Silver Bullet Mines Corp. (TSXV: SBMI) (OTCQB: SBMCF) ("SBMI" or "the Company") is pleased to provide historical technical information related to its two recent acquisitions, the Columbia Mine and the Gold Queen Mine. These past producing mines are contiguous to each other located in Gila County, Arizona, roughly 30 miles from the Company's mill in Globe, Arizona.The Company has repeatedly spoken of its hub and spoke business model, commencing in ...

A Texas judge on Thursday rejected Kenvue's bid to dismiss a lawsuit by that state's Attorney General Ken Paxton accusing the company of concealing autism and other risks to children when pregnant wom... ...

Colliers Capital Markets recently sat down with John Randall, National Production Manager, and Shahin Yazdi, Executive Managing Director, from Colliers Debt & Structured Finance to discuss the rapidly evolving lending landscape, where capital is flowing today, and what borrowers should be watching as the cycle continues to unfold. Colliers Capital Markets (CCM): How would you characterize liquidity today? Shahin Yazdi (SY): Liquidity remains abundant and highly competitive across the debt stack, particularl ...