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News
Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth
2+ day, 14+ 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…...
Baron Partners Fund Q2 2026 Contributors And Detractors
3+ day, 18+ hour ago (51+ words) Seeking Alpha - Baron Partners Fund performed very well in the second quarter, gaining 16.61% (Institutional Shares). - Top contributors include Space Exploration Technologies, Tesla, Red Rock Resorts, Hyatt Hotels and Birkenstock Holding. - Top detractors include CoStar Group, Gartner, Guidewire Software, Morningstar and…...
Qualcomm's deal with Amazon establishes 'foothold' in AI data center sector: RBC
4+ day, 18+ hour ago (57+ words) Seeking Alpha Qualcomm's (QCOM) deal with Amazon Web Services (AMZN) allows the San Diego-based semiconductor company to establish a "foothold in the important data center AI segment," according to RBC Capital Markets. The agreement entails Amazon purchasing Qualcomm's server chip…...
These consumer staples stocks pair revenue growth with A-rated valuations (XLP:NYSEARCA)
4+ day, 20+ hour ago (91+ words) Seeking Alpha Smile/DigitalVision via Getty Images Consumer staples stocks remain a focal point for investors seeking defensive positioning combined with steady growth. While the sector is traditionally known for stability rather than rapid expansion, select companies continue to deliver…...
Stabilis Solutions: Data Centers Can Transform 2027, But The Stock Is Already Priced In
6+ day, 22+ 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…...
AI Infrastructure Capex Race: These tech stocks are stepping up spending (MU:NASDAQ)
1+ week, 2+ day ago (63+ words) seekingalpha.com jittawit.21/iStock via Getty Images Technology companies across semiconductors, software, communications equipment, and AI-related industries are sharply increasing capital spending as demand for AI infrastructure, computing power, and data centers accelerates. The latest screen covers stocks across six…...
Synaptics: A Mega-Buyout From ONsemi Is Worth Taking, Amid AI-Driven Tailwind
1+ week, 4+ day ago (154+ words) Seeking Alpha - Synaptics is being acquired by ON Semiconductor in an all-stock deal, expected to close mid-2027, with shareholders receiving 1.35 ON shares per SYNA share. - I maintain a neutral/hold rating, favoring holding SYNA until the merger, as the upside is…...
Apple CEO Ternus calls upcoming launch ‘phenomenal’ in first-day memo (AAPL:NASDAQ)
1+ week, 4+ day ago (56+ words) Seeking Alpha Apple (AAPL) CEO John Ternus called the company’s upcoming product launch “phenomenal” in his first memo to employees as chief executive, Bloomberg News reported on Tuesday. “We have a huge launch next week that’s going to be phenomenal,…...
30 large-cap stocks flashing Strong Buy rating
1+ week, 4+ day ago (54+ words) Seeking Alpha matdesign24/iStock via Getty Images As the second-quarter earnings season winds down, 117 large-cap stocks carry a Strong Buy rating in Seeking Alpha’s Quant system, offering investors a broad list of companies with strong underlying fundamental and market characteristics. Seeking…...
Most and least shorted financial stocks with above $2B market cap
1+ week, 5+ day ago (54+ words) in August Seeking Alpha Short interest at the end of August remained concentrated in mortgage finance, consumer finance, payment processing, and asset management, with several names carrying short interest above 15%. UWM Holdings (UWMC) had the highest short interest among the…...