I am an experienced Risk Management Business Analyst at a Systemic Greek Bank, with a strong background in finance and risk analysis. I hold an MSc in Applied Risk Management from the University of Athens and have completed the ACA Certificate Level. My expertise lies in financial analysis, risk management, data analysis using SQL, Python, and machine learning tools. I have worked in diverse roles, from assurance to financial analysis and trade operations, across leading firms like EY, PwC, Alpha Bank, and ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aeros ...

Core Insights - The article emphasizes the importance of data-driven analysis in identifying investment opportunities within the aerospace, defense, and airline sectors [2]. Group 1: Analyst Background - Dhierin-Perkash Bechai is a specialized analyst in the aerospace, defense, and airline industries, leveraging a background in aerospace engineering to provide insights [2]. - The investing group, The Aerospace Forum, aims to uncover investment opportunities in these sectors, highlighting significant growth prospects [2]. Group 2: Services Offered - The Aerospace Forum provides access to evoX Data Analytics, an in-house developed data analytics platform, enhancing the research capabilities for investors [1][2]. - The group offers direct access to data analytics monitors, which support informed investment decisions [2].

Uh for a fresh analysis on Oracle as we head towards its earnings, we want to welcome in our next guest. That is Melissa Otto, head of visible alpha research at S&P Global Market Intelligence. Melissa, it is so good to see you in the flesh because you've been everywhere and beyond.Um so let's talk about the setup into Oracle. When you look at um how shares have moved this this year, they had, you know, such momentum. the when it is back and then it's pulled back over the past I it's been about a month or so ...

RT Phil Rosen (@philrosenn)Dan Ives says the AI revolution has YEARS to go.I sat down with @DivesTech to discuss dot-com flashbacks, what Wall Street doesn't understand, deciding when to sell stocks, his warning for bears heading into 2026, and his views on Palantir, Google, Microsoft OpenAI and more.Dan brought the heat in this episode of FULL SIGNAL. It's a must watch.0:00 - AI's 1996 moment1:09 - Chip factories in Asia2:50 - Warning to bears4:46 - Picking stocks6:51 - Why it's early for AI9:00 - $PLTR11: ...

Core Viewpoint - Foxconn's agreement with OpenAI does not include any purchase commitments [1] Group 1 - The agreement between Foxconn and OpenAI is focused on collaboration rather than financial obligations [1]

Group 1 - Stone Fox Capital is a Registered Investment Advisor (RIA) based in Oklahoma, led by Mark Holder, a CPA with extensive experience in investing and portfolio management [1] - Mark Holder has 30 years of investing experience, including 15 years as a portfolio manager, and leads the investing group Out Fox The Street [1] - The investing group provides stock picks, deep research, model portfolios, daily updates, real-time alerts, and community chat for readers [1]

Core Viewpoint - Goldman Sachs expects Nvidia's Q3 performance ending in October to exceed expectations, with stock price reaction dependent on the extent of guidance revisions [1] Group 1: Earnings Expectations - The report anticipates a focus on four key areas during the earnings call: details on expected data center revenue of $500 billion, OpenAI's deployment plans for 2026, Rubin's production timeline for 2026, and the potential for resuming business in China [1] Group 2: Ratings and Price Target - Goldman Sachs reiterates a "Buy" rating and raises revenue and non-GAAP EPS estimates for fiscal years 2026 to 2028 by an average of 12% [1] - The target price for Nvidia is increased to $240 [1]

Core Viewpoint - Microsoft has shown a strong start in the current fiscal year, with Azure cloud service revenue increasing by 39% year-over-year at constant currency, slightly below the market's high expectations of 40% [1] Group 1: Financial Performance - Commercial bookings have surged by 111% year-over-year, benefiting from additional commitments from OpenAI and strong capital expenditure guidance [1] - Overall revenue exceeded expectations, with the productivity and business processes segment outperforming by 2% [1] - Personal computing revenue, driven by Windows OEM, increased by 18% year-over-year, significantly surpassing expectations [1] Group 2: Cost and Profitability - Efficiency and return on investment showed positive trends, with both sales costs and operating expenses falling below the lower guidance limit [1] - Earnings before interest and taxes (EBIT) exceeded expectations by 8% [1] - Earnings per share growth was moderate due to OpenAI-related losses amounting to $3.7 billion, compared to the guidance of $1.3 billion [1] Group 3: Analyst Rating - Citi has assigned a "Buy" rating to Microsoft with a target price of $682 [1]

Core Insights - The article discusses the importance of conducting thorough research before making investment decisions, emphasizing that past performance does not guarantee future results [2][3]. Group 1 - The article highlights that analysts may have no current positions in the stocks mentioned, indicating a level of impartiality in their analysis [1]. - It stresses that the information provided is for informational purposes only and should not be construed as a solicitation to buy or sell securities [2]. - The article notes that investing carries inherent risks, including the potential loss of principal, which investors should be aware of [2].