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News

Seeking Alpha
seekingalpha.com > article > 4925632-tracking-cliff-asness-aqr-capital-management-13f-portfolio-q1-2026-update

Tracking Cliff Asness' AQR Capital Management 13F Portfolio - Q1 2026 Update (MUTF:AQRIX)

15+ min ago   (15+ words) Seeking Alpha...

Seeking Alpha
seekingalpha.com > filing > 309860745

Microchip Technology Incorporated 8-K Jul. 24, 2026 4:16 PM

5+ hour, 44+ min ago   (2+ words) Seeking Alpha...

Seeking Alpha
seekingalpha.com > news > 4618430-houthis-attack-two-aramco-oil-sites-us-holds-off-nightly-bombing-iran

Houthis attack two Aramco oil sites as US holds off on nightly bombing of Iran

5+ hour, 36+ min ago   (22+ words) Houthis hit Saudi Aramco oil depots at Jizan and Yanbu on the Red Sea, raising supply and security risks. Read more here....

Seeking Alpha
seekingalpha.com > article > 4925586-blue-chip-12-percent-yields-why-i-give-hercules-capital-edge-over-trinity-capital

Blue-Chip 12% Yields: Why I Give Hercules Capital The Edge Over Trinity Capital

10+ hour, 44+ min ago   (192+ words) Seeking Alpha Technology-focused BDCs (BIZD), like Blue Owl Technology Finance (OTF) and Hercules Capital (HTGC), have faced market headwinds so far this year due to concerns that AI could disrupt software business We have just recently shared our latest Top…...

Seeking Alpha
seekingalpha.com > author > abrainmotion-research

ABrainMotion Research

10+ hour, 29+ min ago   (77+ words) Seeking Alpha ABrainMotion Research provides data-driven investment analysis focused on equities, commodities, and macroeconomic themes. The author has a professional background in quantitative finance, with experience in derivatives, financial modeling, and market analysis. The investment approach combines quantitative tools with…...

Seeking Alpha
seekingalpha.com > news > 4618429-samsung-nabs-200b-chip-deal-broadcom

Samsung nabs $200B chip deal with Broadcom

7+ hour, 59+ min ago   (11+ words) Samsung and Broadcom sign major agreement through 2030. Read more here....

Seeking Alpha
seekingalpha.com > news > 4618428-sa-asks-how-much-of-a-threat-is-chinas-kimi-k3-to-us-ai-labs

SA Asks: How much of a threat is China's Kimi K3 to US AI labs? (GOOG:NASDAQ)

8+ hour, 26+ min ago   (19+ words) Seeking Alpha...

Seeking Alpha
seekingalpha.com > news > 4618427-nvidia-invest-1b-naver-boost-south-korea-ai-factory-infrastructure

Nvidia to invest $1B in Naver to boost South Korea AI factory infrastructure

8+ hour, 17+ min ago   (24+ words) Nvidia invests $1B in Naver’s South Korea AI data center, scaling to 200MW with DSX as SK Telecom ties deepen. Read more here....

Seeking Alpha
seekingalpha.com > article > 4925130-the-higher-the-inflation-the-more-i-earn

The Higher The Inflation, The More I Earn

12+ hour, 14+ min ago   (148+ words) Seeking Alpha - Unlike traditional mutual funds or ETFs, secondary market CEFs routinely decouple from true book values. - Acquiring top-tier portfolios at discounts below NAV (Net Asset Value) automatically locks in structural outperformance potential from inception. - BCX (7.1% Yield): This resource powerhouse…...

Seeking Alpha
seekingalpha.com > news > 4618340-earnings-scorecard-communication-sector-sees-4-of-6-stocks-top-eps-estimates-this-week

Earnings scorecard: Communication sector sees 4 of 6 stocks top EPS estimates this week

9+ hour, 43+ min ago   (86+ words) Seeking Alpha Communication Services stocks stayed in focus this week as investors looked through quarterly results from Alphabet (GOOG), Comcast (CMCSA), AT&T (T), Verizon (VZ), Charter Communications (CHTR), and International Business Machines (IBM). The Communication Services Select Sector SPDR Fund…...