Price Dislocation In Diversified REITs
Seeking Alpha· 2025-09-09 21:59
REIT tax law dictates that at least 75% of their income must be derived from passive real estate assets. For equity REITs, this means ownership of physical real estate leased out to tenants for a rental income stream. In practice, the number is much higher than 75% with many REITs having almost all of their assets as physical real estate aside from a little bit of cash and working capital. Since REITs are essentially a conglomeration of a bunch of physical real estate, the market price of a REIT should trac ...
HMS Networks AB (Publ) (HMNKF) Capital Markets Day 2025 Transcript
Seeking Alpha· 2025-09-09 21:58
PresentationThomas Carlsson Good morning, everyone, and a warm welcome to HMS Networks Capital Markets Day here in Stockholm. My name is Thomas Carlsson, Director of Communications at HMS Networks in Halmstad usually. Very happy to be here in Stockholm. And I have the honor of being your host and moderator for the next 3 hours or so as we look into the HMS Networks Capital Markets Day and our current situation, plans for the future and financial prospects. So luckily for you, you won't be listening to me -- ...
Personal loan prequalification: Could it help you get a better rate?
Yahoo Finance· 2025-09-09 21:58
Applying for a personal loan can feel like rolling the dice, especially if you’re not sure what rate, term, or loan amount you might get. That’s where prequalification comes in: It’s a simple way to see what you could qualify for — without committing to anything — so you can shop around with more confidence. Here’s why prequalification is beneficial, how the process works, how it affects your credit, and what to do if you can’t prequalify. Why prequalify for a personal loan? Prequalifying for a persona ...
D.A. Davidson's Gil Luria talks Oracle's guidance and how it propelled the stock to record highs
Youtube· 2025-09-09 21:58
Let's get more on both Oracle results and Google's big run. We're joined by Gil Lauria, the managing director at DAD Davidson. Um, we know that you're on the last hour on overtime, Gil, and you've had some time now to digest the numbers.Are we going to look back on this day and say this is the day that Oracle got rerated. Yes, the number is staggering. That 144 billion number five years out is absolutely staggering.That that means that they will grow that business 10x in the next five years. So plenty of re ...
Stock Market Gains As Massive Jobs Data Revision Raises These Hopes; PPI Inflation Data Now Due
Investors· 2025-09-09 21:56
Take a Trial Today BREAKING: Futures Mixed But Oracle Skyrockets On Blowout Outlook The stock market ended Tuesday's session at record highs, though small caps notably lagged, following a massive downward revision to jobs data. A new reading on U.S. wholesale inflation is now imminent. All three major equity indexes notched record closes, which is encouraging. The Nasdaq composite turned in a gain of 0.4% Tuesday and is now up 2% for the… Related news Dow Jones Futures: Oracle Soars On Huge Backlog; Palanti ...
'Fast Money' traders talk Oracle's massive post-earnings run
Youtube· 2025-09-09 21:56
The quarter itself was not much to write home about, but it is that guidance Karen and the notion that you know if the street was expecting 180% growth in RPO's remaining performance obligations and it came in at 359 that's a magnitude higher. Yeah. Yes.It's staggering. And so we were talking a little bit before the show about okay this is a stratospheric number and what you could put out half a stratosphere and still really you know have something extraordinary to report. So you must feel extremely confide ...
Even With iPhone Air, Apple Event Fails To Unlock Stock Potential (NASDAQ:AAPL)
Seeking Alpha· 2025-09-09 21:54
In my latest analysis of Apple Inc. (NASDAQ: AAPL ), I assigned a Sell rating to the stock due to a number of factors. Among them are significant uncertainties such as tariffs and regulatory threatsEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I ...
CoreWeave CEO: Companies building the AI can not get enough compute, this is a tailwind for us
Youtube· 2025-09-09 21:52
and Cororeweave launching Cororeweave Ventures today to invest in AI startups. Shares closing higher by more than 5% and actually trading higher here in Overtime. Joining me right here, right now in San Francisco Goldman's Communicopia conference is Michael and Trader Weave co-founder and CEO.And Mike, it's great to speak with you. It's great to be here. Thanks for having me.I want to get into the ventures fund. But first, given the fact that last I checked shares of Oracle were up 20%. um it speaks to perh ...
Atea Pharmaceuticals, Inc. (AVIR) Presents at Morgan Stanley 23rd Annual Global
Seeking Alpha· 2025-09-09 21:51
PresentationMaxwell SkorEquity Analyst Great. Hello, everyone. I'm Max Skor with Morgan Stanley. And before we get started, I'm just going to read a quick disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. So with that, I'd like to introduce the Atea team. Very happy to have everyone here. And maybe just to level set, could you i ...
Atea Pharmaceuticals, Inc. (AVIR) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference Transcript
Seeking Alpha· 2025-09-09 21:51
PresentationMaxwell SkorEquity Analyst Great. Hello, everyone. I'm Max Skor with Morgan Stanley. And before we get started, I'm just going to read a quick disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. So with that, I'd like to introduce the Atea team. Very happy to have everyone here. And maybe just to level set, could you i ...