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Conagra Brands: A Compelling Choice For Value Investors
Seeking Alpha· 2025-09-16 12:43
Editor's note: Seeking Alpha is proud to welcome Cairnstone Compass as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am a UK-based equity enthusiast and private investor with a professional background in finance. With over a decade of experience, I aim to bring a pragmatic, valuation driven approach to equity research. My focus is on identifying and ...
Apple, Dell, others in focus as Bernstein sees AI providing long-term benefits (AAPL:NASDAQ)
Seeking Alpha· 2025-09-16 12:42
Apple (NASDAQ:AAPL), Dell Technologies (NYSE:DELL) and HP Enterprise (NYSE:HPE) were among the IT companies in focus on Tuesday, as investment firm Bernstein said artificial intelligence should provide long-term benefits to the sector. “Although near-term concerns of an AI-bubble persist, we see ...
Alphabet Stock Rises After $3 Trillion Market Cap Milestone. Why It Can Keep Going.
Barrons· 2025-09-16 12:41
Alphabet became the fourth company to reach a $3 trillion market cap along with Nvidia, Microsoft, and Apple. ...
Northrop Grumman: Strong Backlog And FCF Generation Justify Higher Valuation
Seeking Alpha· 2025-09-16 12:40
Northrop Grumman (NYSE: NOC ) shares have increased by about 20% since my last article , but I maintain a Buy rating - the growth potential still exceeds the risks. The current $576 per share does notHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a re ...
Northrop Grumman: Strong Backlog And FCF Generation Justify Higher Valuation (NYSE:NOC)
Seeking Alpha· 2025-09-16 12:40
Northrop Grumman (NYSE: NOC ) shares have increased by about 20% since my last article , but I maintain a Buy rating - the growth potential still exceeds the risks. The current $576 per share does notHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a re ...
Retail sales are strong for the third month in a row in a good sign for the economy
MarketWatch· 2025-09-16 12:40
Retail sales rose at a brisk pace in August for the third month in a row, signaling that U.S. households continue to spend at healthy levels despite worries about lingering inflation and a softening labor market. ...
AITX's RAD-I Receives 1000 Unit RADCam Enterprise Quote Request Within Hours of Product Launch
Newsfile· 2025-09-16 12:40
AITX's RAD-I Receives 1000 Unit RADCam Enterprise Quote Request Within Hours of Product LaunchRADCam Enterprise Seen as a Disruptive Alternative to Traditional, Expensive Cameras with Limited FeaturesSeptember 16, 2025 8:40 AM EDT | Source: Artificial Intelligence Technology Solutions, Inc.Detroit, Michigan--(Newsfile Corp. - September 16, 2025) - Artificial Intelligence Technology Solutions, Inc. (OTCID: AITX) (the "Company"), a global leader in AI-driven security and productivity solutions, ...
Delta and Aeromexico Must Dissolve Joint Venture, U.S. Orders
WSJ· 2025-09-16 12:39
The Trump administration says Mexico's government is restricting competition at Mexico City airport, as the carriers coordinate schedules and pricing. ...
Schnucks’ owner to buy 51 stores with purchase of 2 Wisconsin grocers
Yahoo Finance· 2025-09-16 12:39
This story was originally published on Grocery Dive. To receive daily news and insights, subscribe to our free daily Grocery Dive newsletter. Dive Brief: The 1939 Group, Inc., a newly formed holding company controlled by the family that runs Schnuck Markets, has agreed to buy all of the shares of the Wisconsin-based parent company of Skogen’s Festival Foods and Hometown Grocers, Inc., according to a Tuesday announcement. Terms of the deal were not disclosed. Skogen’s Festival Foods runs 42 stores in Wis ...
Why Powell Commentary Might Be Second Most Important Thing Tomorrow
Youtube· 2025-09-16 12:38
Federal Reserve and Economic Projections - The Senate confirmed Stephen Meyer as a temporary Fed member, raising concerns about potential conflicts of interest due to his dual role in the White House [2][3] - The market is currently pricing in a 25 basis point rate cut, with speculation about a possible 50 basis point cut depending on economic projections [4][6] - The summary of economic projections will be crucial in determining future rate movements and inflation expectations [5][8] Market Reactions and Trends - Equity markets are moving higher as yields on 10-year, 20-year, and 30-year bonds decline, indicating a favorable rate environment [6][7] - The dollar is weakening, reaching its lowest point since July, which typically signals aggressive rate cuts [7] - Gold prices are hitting record highs, driven by its role as an inflation hedge and the ongoing purchases by central banks [10][11] Labor Market and Inflation Concerns - There are concerns about labor market weakness, which may influence the Fed's decisions moving forward [20] - The potential for persistent inflation remains, with wage growth needing to outpace inflation for positive economic outcomes [15][16] Oracle and TikTok Deal Speculation - Oracle's stock is experiencing upward momentum due to speculation about its involvement in a potential TikTok deal, positioning it as a key player in US-China trade discussions [26][28] - Other social media stocks, such as Meta, are not facing significant downward pressure, indicating a broader market optimism [29]