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News

Seeking Alpha
seekingalpha.com > news > 4642239-notable-tech-headlines-for-the-week-apple-nvidia-oracle-in-focus

Notable tech headlines for the week: Apple, Nvidia, Oracle in focus (XLK:NYSEARCA)

2+ day, 2+ hour ago   (23+ words) Tech stock market update: weekly Nasdaq & XLK moves, top gainers/losers, and key news on Apple’s foldable iPhone, Nvidia, Oracle & Adobe—read now....

Seeking Alpha
seekingalpha.com > article > 4945580-data-center-boom-accelerates-3-top-ai-stocks-averaging-296-percent-forward-eps-growth

Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth

2+ day, 22+ hour ago   (217+ words) Global data center spending could reach almost $32T through 2050, and AI infrastructure stocks are poised to gain. Discover 3 top AI stocks for the data center boom. - Despite investor concerns over the durability of data center spending, the long-term growth outlook continues…...

Seeking Alpha
seekingalpha.com > news > 4641763-coopercompanies-hits-52-week-low-guidance-adjustments

CooperCompanies hits 52-week low on guidance adjustments

3+ day, 22+ hour ago   (18+ words) CooperCompanies hits a 52-week low after cutting FY26 revenue and EPS guidance and keeping CooperSurgical. Read more here....

Seeking Alpha
seekingalpha.com > news > 4641672-piper-sandler-initiates-semi-stocks-with-high-ratings-as-market-is-starving-for-compute

Piper Sandler initiates semi stocks with high ratings as market is 'starving for compute"

3+ day, 22+ hour ago   (83+ words) Piper Sandler initiates semi stocks with high ratings as market is 'starving for compute' Seeking Alpha Piper Sandler initiated coverage on seven major semiconductor stocks, with most receiving strong ratings as the artificial intelligence market is "starving for more compute…...

Seeking Alpha
seekingalpha.com > news > 4641431-michael-burry-pulls-back-on-risk-sheds-december-2026-nvidia-and-palantir-puts-amid-portfolio-wide-cuts

Michael Burry pulls back on risk, sheds December 2026 Nvidia and Palantir puts amid portfolio-wide cuts

4+ day, 11+ hour ago   (58+ words) Seeking Alpha Michael Burry of 'The Big Short' fame said Wednesday he is paring back risk across his holdings, trimming all positions and shedding December 2026 put options on Nvidia (NVDA) and Palantir (PLTR) without rolling them over. Burry said in…...

Seeking Alpha
seekingalpha.com > article > 4944764-stanley-druckenmiller-duquesne-family-office-portfolio-q2-2026-update

Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q2 2026 Update

4+ day, 15+ hour ago   (110+ words) Seeking Alpha This article is part of a series that provides an ongoing analysis of the changes made to Duquesne Family Office's 13F stock portfolio on a quarterly basis. It is based on Stanley Druckenmiller's regulatory 13F Form Analyst’s Disclosure: I/we…...

Seeking Alpha
seekingalpha.com > news > 4641391-coopercompanies-keeping-coopersurgical-shares-drop-updated-guidance

CooperCompanies keeping CooperSurgical; shares drop on updated guidance

4+ day, 19+ hour ago   (50+ words) Seeking Alpha Following a strategic review, the board of CooperCompanies (COO) has decided to maintain its ownership of CooperSurgical rather than sell the division. "The Board believes certain temporary factors impacted the perceived valuation at the end of the process,…...

Seeking Alpha
seekingalpha.com > news > 4640866-midday-need-to-know-qualcomm-amazon-ai-deal-copper-hits-record-more

Midday Need to Know: Qualcomm-Amazon AI deal, Copper hits record & more (SPY:NYSEARCA)

6+ day, 59+ min ago   (88+ words) Seeking Alpha Wall Street’s major market averages shifted lower on Tuesday as Middle East tensions remained in focus, with traders returning to action after the Labor Day holiday. The blue-chip Dow (DJI) was last -1.1%, the benchmark S&P 500 ( How will…...

Seeking Alpha
seekingalpha.com > news > 4640738-morgan-stanley-upgrades-synopsys-cuts-infineon-time-to-be-more-selective

Morgan Stanley upgrades Synopsys, cuts Infineon; 'time to be more selective' (SNPS:NASDAQ)

6+ day, 4+ hour ago   (57+ words) Seeking Alpha - Morgan Stanley upgraded Synopsys (SNPS) and downgraded Infineon (IFNNY) on Tuesday as the investment firm said it's “time to be more selective” in the semiconductor space. - “We remain constructive on semis, underpinned by strong AI demand and a…...

Seeking Alpha
seekingalpha.com > article > 4943463-stabilis-solutions-data-centers-transform-2027-stock-already-priced-in

Stabilis Solutions: Data Centers Can Transform 2027, But The Stock Is Already Priced In

1+ week, 6+ hour ago   (101+ words) Seeking Alpha - Stabilis Solutions is in a transition phase with current weak results but significant 2027 revenue potential from new data center contracts. - SLNG faces customer concentration and execution risk, highlighted by the Garibaldi misstep and sharp revenue/margin declines after…...