Workflow
Treasury Sec. Bessent met with potential Fed chair nominees
Youtube· 2025-09-11 19:26
Also got some breaking news on the search for Fed Chair Jerome Powell's replacement and our Steve Leeman is here with those breaking details. Steve, we don't have a single name, Dom, but what you'll hear is we still have 11 names. What we learned from two Treasury sources is that Scott Bessner, Treasury Secretary, met this week with former Fed governors Larry Lindseay, Kevin Worsh, and former St.Louis Fed President James Bullard. However, he is waiting for the Fed blackout period to end, which as you know, ...
Zeta Global: The Real Upside Isn't In The Earnings
Seeking Alpha· 2025-09-11 19:26
Core Insights - Zeta Global is positioned as a marketing software company that adapts to current market realities, including data privacy constraints and rising customer acquisition costs [1] Company Overview - Zeta Global is not merely a mid-level marketing software company but one that has developed its platform in response to contemporary challenges in the marketing landscape [1] Investment Perspective - The analysis emphasizes a disciplined, fundamentals-first approach to investing, focusing on identifying mispriced quality companies and resilient business models [1]
BlackRock Weighs Tokenized ETFs on Blockchain in Push Beyond Treasuries: Report
Yahoo Finance· 2025-09-11 19:23
BlackRock is exploring how to bring exchange-traded funds (ETFs) onto public blockchains, people familiar with the matter told Bloomberg. The sources said the asset manager is weighing tokenizing funds tied to real-world assets such as stocks, though any rollout would depend on regulatory approval. The discussions follow BlackRock’s first experiment with tokenization last year. The firm introduced the BlackRock USD Institutional Digital Liquidity Fund, also known as BUIDL. The fund, which is backed by sho ...
S&P 500: The Boiling Frog Syndrome Of The Equity Market
Seeking Alpha· 2025-09-11 19:22
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1: Analyst Background - Vladimir Dimitrov has experience as a strategy consultant and has worked with major global brands [1] - He graduated from the London School of Economics and focuses on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]
Vertex, Inc. (VERX) Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alpha· 2025-09-11 19:22
Question-and-Answer SessionGreat. So for those in the audience who might be a little bit less familiar with Vertex, what you provide for your customers and maybe a little bit of company history, David, maybe just give a brief overview of what you're trying to build at the company.David DeStefanoCEO, President & Chairman of the Board Sure. Indirect tax is the largest form of corporate tax paid. It covers probably 3x the amount of tax revenue collected by state and local governments around the world compared ...
Vertex, Inc. (VERX) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)
Seeking Alpha· 2025-09-11 19:22
Company Overview - Vertex focuses on indirect tax, which is the largest form of corporate tax paid, generating approximately three times the tax revenue collected by state and local governments compared to income tax [2] - The company has been building its expertise in interpreting tax rules and requirements across various jurisdictions for 47 years, with around 10,000 jurisdictions in the United States and an estimated 10,000 more globally [3] Industry Insights - Indirect tax serves as a primary revenue source for governments, providing predictability as it is based on transactions occurring within the jurisdiction rather than income residing there [2]
Watch These Broadcom Price Levels After Stock's Recent Rally on AI Optimism
Investopedia· 2025-09-11 19:21
Core Viewpoint - Broadcom (AVGO) shares have reached an all-time high, positioning the company as a significant competitor to Nvidia (NVDA) in the AI sector, with a nearly 10% surge to a record close near $370 [2]. Group 1: Stock Performance - Broadcom's stock has increased by more than 50% since the beginning of the year, with a close to 20% gain over the past five days, driven by strong quarterly results and a new $10 billion customer [2]. - The stock's recent bullish run has been marked by above-average trading volume, indicating strong buying conviction [4]. Group 2: Market Position and Projections - Analysts from Melius Research predict that Broadcom could capture about 30% of the AI compute market, while Nvidia's market share is expected to decline over time [3]. - Technical analysis suggests a potential bullish price target of around $680 by October next year, following a period of consolidation [7][8]. Group 3: Technical Indicators - The relative strength index (RSI) indicates overbought conditions, which may lead to consolidation phases similar to those seen in late 2021 and mid-2023 [4][7]. - Key support levels to monitor during potential pullbacks include $250 and $185, with the former being significant due to previous peaks [9].
What's Going On With Royal Caribbean Cruises Stock Thursday?
Yahoo Finance· 2025-09-11 19:20
Royal Caribbean Cruises Ltd. (NYSE:RCL) shares rose Thursday after the cruise operator lifted its quarterly dividend following stronger-than-expected earnings and an upbeat full-year outlook recently. On Wednesday, the company said its board declared a quarterly dividend of $1.00 per common share, an increase of 33% from the previous dividend of 75 cents. The new dividend is payable on Oct. 13, 2025, to shareholders of record as of Sept. 25, 2025. Jason Liberty, President and CEO, commented, “The dividend ...
TDE Group Files Proposed Terms For $7 Million U.S. IPO
Seeking Alpha· 2025-09-11 19:20
He also leads the investing group IPO Edge , which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initi ...
Green Rain Energy Holdings Inc. (OTC: GREH) Projected to Break Ground on EV Project in Rochester, NY by October
Accessnewswire· 2025-09-11 19:20
BEVERLY HILLS, CA / ACCESS Newswire / September 11, 2025 / Green Rain Energy Holdings Inc. (OTC:GREH), an emerging leader in renewable energy and sustainable infrastructure, is proud to announce that it is projecting to break ground in October on its brand new Level 3 EV charging project located at 1600 W Ridge Road, Rochester, New York. This significant milestone comes as part of Green Rain's broader initiative to accelerate the development of its clean energy operations across strategic markets in the Nor ...