Seeking Alpha5 گھنٹے پہلےBank of Marin outlines ~25 bp monthly loan-yield benefit as margin tailwinds buildThe Q3 earnings report showed margin expansion. Rising loan yields were a positive.5 گھنٹے پہلے
Seeking Alpha11 گھنٹے پہلےCoreWeave: Leading In The NeoCloud Space Comes At A CostCoreWeave remains a Strong Buy despite a reduced 2027 price target to $179, reflecting higher unsecured debt costs.11 گھنٹے پہلے
Seeking Alpha13 گھنٹے پہلےMusk Flags 'Neocloud Armageddon'The dividend will be funded by gains from the sale of Kioxia shares. The payout will amount to about 80% of the estimated gains.13 گھنٹے پہلے
Seeking Alpha1 دن پہلےNetflix Stock: The Ad Miss Is Offset By Record Buybacks (NASDAQ:NFLX)Netflix looks undervalued after its sharp drop, with strong growth, margins, and buybacks.1 دن پہلے
Seeking Alpha1 دن پہلےVicor: Don't Get Off This RideVicor Corporation is supply-constrained rather than demand-constrained.1 دن پہلے
Seeking Alpha10-24Cerebras: I Waited For This Entry PointCerebras Systems Inc. stock is down 69%, but revenue, RPO, and cash are soaring. Click here to read this bullish analysis of the CBRS stock.10-24
Seeking Alpha10-24Amerant targets $7.3B in loans and $8.5B in deposits by Q4 2026, with a 3.65%-3.70% net interest marginThe bank is targeting a net interest margin of 3.65%-3.70%. It put deposits at $8.5 billion. It also announced a $50 million buyback.10-24
Seeking Alpha10-23Micron: HBM’s Margin Drag Flips Into A Profit Driver In 2027 (NASDAQ:MU)Micron Technology earns a Strong Buy on strong growth, low valuation, and buyback potential. Click to read this updated look at the MU stock's prospects.10-23
Seeking Alpha10-22SK hynix: AI Memory Prices Could More Than Double In 2027Explore why SK hynix Inc. is rated Buy with 47% upside as 2027 HBM repricing boosts profits. Click for this SKHY earnings preview.10-22