1+ hour, 10+ min ago  (20+ words) Capitalize on lower Agency MBS prices to lock in double-digit yields via recession-resistant bank funds. Learn more here....

1+ hour, 33+ min ago  (446+ words) Seeking Alpha - The AI-driven equity rally faces potential risks from cheaper Chinese LLMs, hyperscaler ROI concerns, and infrastructure constraints. - Hyperscalers' $700 billion FY2026 capex, representing 2% of U. S. GDP, may deliver negative ROI, threatening tech sector tailwinds. - Electricity shortages, rising costs, and local opposition…...

1+ hour, 46+ min ago  (171+ words) Seeking Alpha - Rumble Inc. is pivoting from video streaming to AI cloud services with the imminent Northern Data acquisition, targeting major AI compute opportunities. - Post-merger, RUM expects a sales baseline of ~$425 million, driven by Tether commitments and GPU rental expansion,…...

5+ hour, 25+ min ago  (100+ words) Seeking Alpha - I rate the Yield Max COIN Option Income Strategy ETF a SELL due to its concentrated single-stock risk, structurally capped upside, and high fees. - CONY generates high distributions mainly through options on Coinbase, but 96. 49% of its latest payout…...

2+ hour, 11+ min ago  (68+ words) Seeking Alpha ipopba/i Stock via Getty Images "We are in the era of subsidies for AI," Calkins said during an interview with Seeking How will ending AI usage subsidies impact software providers like Appian? What is Appian's strategy for…...

3+ hour, 57+ min ago  (92+ words) Seeking Alpha Dillard's (DDS) shares have staged one of the most unexpected rallies over the past decade, turning a once-overlooked regional department store name into a market-beating standout that has outpaced the Dow Jones 30, Nasdaq, Macy's (M), Kohl's ( What factors have…...

4+ hour, 15+ min ago  (104+ words) Seeking Alpha - Space X is rated STRONG SELL due to a $1. 8 trillion IPO valuation and a P/S of 93x, despite persistent operating losses and questionable equity construction. - SPCX's AI segment operates at a negative 193% margin, with most growth investment allocated…...

6+ hour, 30+ min ago  (80+ words) Seeking Alpha - The AI boom is generating tremendous physical infrastructure needs. - Many of the biggest areas of opportunity are in bonds and loans. - Large, established technology companies are increasingly borrowing to fund infrastructure spending, opening a door for fixed income…...

7+ hour, 23+ min ago  (113+ words) Seeking Alpha - CME, ICE, and Architect Financial Technologies are launching compute futures, driven by surging AI demand and rising compute costs. - Most of the recent angst about compute cost is its direction, not its volatility: Compute costs have been increasing…...

15+ hour, 1+ min ago  (21+ words) Salesforce, Inc. (CRM) Discusses Product Innovation With Headless 360 and Slackbot May 29, 2026 2: 00 PM EDTCompany Participants Valmik Desai - Senior. .....