Question-and-Answer SessionGreat. Well, let's start with the strategic rationale and the timing of the Qorvo combo. Some of my investor conversations seem to miss maybe what some of the opportunities are that you see? And can you walk us through why now is the right moment to bring these 2 franchises together and how you're managing focus and continuity for the company while this all plays out?Philip BraceCEO, President & Director Yes, it's a great question. I mean, first off, I've known Bob and Qorvo long ...

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Regular readers of mine will know that I had an affinity for the JPMorgan Equity Premium Income Fund ( JEPI ). I've written about it a ton on Seeking Alpha, with ratings from strong buyWriter | Investment Advisor | Top 5% of Experts on TipRanks. You can find me on YouTube and Substack under my name; my weekly newsletter is called The Macro Obsession.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GPIX, SPYI either through stock ownership, options, or other derivatives. I wrote thi ...

PresentationJason Weintraub Perfect. Maybe I'll just kick this off in the sake of time. Appreciate everyone joining for this fireside chat with Alpha Cognition. We have Michael McFadden, the CEO of Alpha Cognition, ACOG, on the line here today along with Boris Peaker, who is our Head of Research and Managing Director here at Titan Partners. This is a fireside chat format. So Boris has some pre-canned questions that he'll go through with Michael, but with all the attendees on the line, please feel free to pu ...

The S&P 500's biggest losers stocks have dropped by as much as 69% this year. But there may be diamonds in the rough. ...

Investors were concerned about how the company's latest financing move would impact its fundamentals and stock.Nobody likes a big pile of debt, and that holds doubly true for investors concerned about the balance sheets of their investments.On Tuesday, cryptocurrency miner and data center operator Iren (NASDAQ: IREN) drew the market's ire by announcing a sizable issuance of new debt and an accompanying share offering. That led to a sell-off that lowered the company's share price by more than 15% that day. B ...

If OpenAI's internal drama were a Netflix series, CNBC's Jim Cramer says, it would be a binge-worthy mix of tension, comedy and cliffhangers — and Wall Street would be glued to every episode.On Tuesday, Cramer seized on reporting that CEO Sam Altman recently declared a "code red" inside the company that suggests OpenAI fears Google's Gemini 3 may be catching up fast in user traction. Cramer said the comparison isn't about which model answers questions better, as both can be wrong, but about distribution and ...

This Week’s Deep-Value LandscapeEnergy and Financials once again anchor the top of this week’s Acquirer’s Multiple® Large Cap Screen, reinforcing a persistent theme: the market continues to discount cyclical sectors despite exceptional cash generation, conservative balance sheets, and structurally stronger business models.Energy Still Dominates the Deepest ValueEquinor (EQNR) takes the No. 1 position again with an Acquirer’s Multiple of 2.3 and a 12.0% free cash flow yield. Integrated producers have embrace ...

Wells Fargo (WFC) closed at $86.33 in the latest trading session, marking a +1.08% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.25%. Meanwhile, the Dow experienced a rise of 0.39%, and the technology-dominated Nasdaq saw an increase of 0.59%. Heading into today, shares of the biggest U.S. mortgage lender had lost 2.18% over the past month, lagging the Finance sector's gain of 1.61% and the S&P 500's loss of 0.23%.The investment community will be closely mon ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In May, I concluded that Caleres, Inc. ( CAL ) looked cheap, but at the same time was losing its solid footing. The planned acquisition of Stuart Weitzman added significant risks, that of rising d ...