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Elliott builds big stake in life-science firm Bio-Rad Labs, WSJ reports
Elliott takes a stake in Bio-Rad (BIO), eyeing changes to lift the stock as Sartorius ties shape strategy.
Louisiana-Pacific: A Good Siding Business Offset By A Weak OSB Market
Louisiana-Pacific delivered strong Q1'26 results, with Siding segment pricing power offsetting volume declines and OSB losses. Read why LPX stock is a sell.
Caesars Entertainment: Potential Sale On The Way?
Caesars Entertainment, Inc. is rated a Hold, trades at a justified discount due to low EBITDA growth and high leverage. Learn more about CZR stock here.
Caesars Entertainment drops as investors wait for M&A update
Caesars (CZR) stock drops 8% as investors await updates on a potential Fertitta buyout at $32/share.
TSS: Business Improved, Same Core Problem
TSS delivered a 44% revenue decline, but higher-margin Systems Integration revenue surged 88%, driving GM expansion to 18%. Click for this TSSI stock update.
Google thwarts suspected hacker attempt to use AI for large-scale exploitation
Google says it blocked hackers using AI to find a zero-day and bypass 2FA, amid Anthropic’s delayed Mythos launch.
AMC Entertainment Dilution Continues To Soar
AMC's balance sheet remains distressed due to heavy debt and ongoing equity dilution from debt-for-equity swaps. Read why I rate AMC stock a Sell.
Inseego: Nokia FWA Business Acquisition Opens New Chapter (Rating Upgrade)
Inseego’s FastMile acquisition from Nokia could double revenue but raises risk. It represents a classic high risk/high reward scenario. See more on INSG stock.
The VICI-Golden Entertainment deal reinforces the dominant casino sale-leaseback trend
VICI Properties completes $1.6B Golden Entertainment sale-leaseback, adding 7 Nevada casinos.
Amazon opens logistics network to all businesses
Amazon launches Supply Chain Services for all businesses—freight, distribution, fulfillment & shipping.
Amazon: Why Is There No Focus On The Chip Business, Mr. Market?
Amazon delivered a breakout Q1 2026, with AWS revenue up 28% and robust sequential improvements across all segments. Read why AMZN stock is a strong buy.
Quad/Graphics: More Than A Print Business, And I'm Bullish
Quad/Graphics has transformed from a print-centric business to an omnichannel marketing and logistics provider. Check out why QUAD stock is a buy.
Vuzix: Waveguide And OEM Businesses Need To Begin Producing Promptly
Vuzix Corporation (VUZI) is upgraded to 'Hold' as its stock stabilizes above 2024 lows, with Q1 results on May 8 as a key catalyst.
Amazon rallies after highlighting massive upside for the Trainium chips business
Amazon stock pops after earnings: AWS up 28%, AI capex hits cash flow, Q2 guidance tops views.
NGL Energy Partners: Fantastic Business Continuing To Scale Very Well
NGL Energy Partners trades at a discount to its Water Solutions business quality, with sector-leading EBITDA margins justifying a premium. See why NGL stock is a strong buy.
PENN Entertainment, Inc. 2026 Q1 - Results
2026-04-25. The following slide deck was published by PENN Entertainment, Inc.
Palo Alto Networks: AI Means Business, And The Valuation Isn't Low Enough Yet
Palo Alto Networks delivered solid Q2 results with 15% revenue growth and 33% NGS ARR growth, but guidance was lukewarm. Learn why PANW stock is a hold.
Elmet Group: Some Questions On This Rare And Critical Materials Business
Elmet Group debuted strongly, leveraging its role in securing US critical component supply chains and reducing reliance on foreign imports. See why ELMT stock is a Hold.
Caesars Entertainment Seems Headed Toward A Deal
Caesars Entertainment, Inc. buyout talks: markets imply 87% deal odds near $32, ~10% upside vs downside risk. Click for this CZR stock update.
Alliance Entertainment: Higher Margins And A Low Float
Alliance Entertainment is demonstrating clear margin expansion, with gross margin rising to 13.5% and EBITDA tripling since FY23. Learn more about AENT stock here.
Caesars Entertainment gains on reports of status of M&A talks (update)
Caesars (CZR) stock rises after exclusive Fertitta talks extended due to family death.
Netflix: Advertising Could Become A Real Drag On The Business
Netflix stock is rated Hold: earnings boosted by $2.8B termination fee, but ad-tier push cuts engagement and raises costs. Click for this NFLX earnings update.
Dell: A Value Stock Multiple On An AI Growth Business
Dell Technologies ended last quarter with $43B in backlog, and management guided FY2027 AI server revenue of roughly $50B. Click here for more on DELL stock.
Flutter Entertainment: The Sell-Off Overstates The Risks Of This Hard To Disrupt Business
Flutter Entertainment (FLUT) looks undervalued at 8.4x EV/EBITDA despite FanDuel’s 41% share, buybacks, and $300M savings—read more macro analysis here.
AMC Entertainment Put On A Great Show
AMC Entertainment Holdings, Inc. stock jumps on record Easter box office results. Click for this updated look at AMC shares following the latest news.
Hess Midstream: The Issue Continues To Be The Bakken Upstream Business
Hess Midstream (HESM) faces Bakken risks as high costs and flat 200k BOED output limit growth while Chevron shifts capital. Read the latest analysis on the stock here.
Nutex Health: Attractive Multiples Hide A Volatile Core Business
Nutex Health posted strong 2025 results, but risks remain elevated. Click here to read more on NUTX stock and why it is rated as a Hold.
Inspired Entertainment: Free Optionality In Strata
Inspired Entertainment's digital iGaming drives margin growth, leverage falls, and STRATA adds upside. Find out why INSE stock is a strong buy.
Match Group Is Significantly Undervalued For A Stable, High-Margin Business
Match Group is a mature, high-margin online dating leader trading at a depressed 11x forward P/E, despite stable revenue and profitability. See why MTCH stock is a Buy.
Nvidia unveils DLSS 5 at GTC to bring real-time AI to video games
Nvidia (NVDA) made several announcements at its annual GTC event. Read for more.
Caesars Entertainment: Betting On The House To Win
Caesars Entertainment stock jumps on M&A buzz. Click here to learn more about CZR and the bidders.
AppLovin: A Superstar Today, But I Envision Future Turmoil For The Business (Downgrade)
AppLovin Corporation is downgraded to Strong Sell, but operationally and financially looks great. Learn more about APP stock here.
Apple’s 'game changer' MacBook Neo gets rave reviews on pricing and design
Apple's (AAPL) new $599 MacBook Neo, which will be available in stores from Wednesday, saw positive reviews on pricing, design, and performance.
Six Flags Entertainment shedding seven parks to EPR Properties
Six Flags (FUN) sells 7 parks to EPR for $331M to pay down debt and refocus on higher-growth parks after weak Q4 results.
Caesars Entertainment Becomes A Straight Buyout Trade
Buyout hopes have driven Caesars Entertainment higher, with some help from a relief rally following Q4 earnings. Learn why CZR stock is a Hold.
Caesars Entertainment soars amid takeover talk; MGM and Wynn also higher
Caesars (CZR) stock jumps on takeover talk: Tilman Fertitta bid, possible management buyout, $16B enterprise value and sector impact.
AMC Entertainment posts results topper aided by box office recovery
AMC Q4 earnings beat: revenue tops estimates as North American box office recovers.
Nvidia re-enters PC market with AI-powered laptop chips
Nvidia plans an AI laptop chip comeback with Dell/Lenovo, partnering with MediaTek and Intel to power next-gen Windows PCs—see what it means for NVDA.
Texas Pacific Land Corporation: Fantastic Business Deserving Of A Premium Pricing
Texas Pacific Land's water services segment, now 21% of revenue, is rapidly expanding and poised to outpace land management. Read why TPL stock is a strong buy.
Pure Storage: Quality Business, Expensive Certainty
Pure Storage, Inc. is rated a Hold with robust ARR growth, high gross margins, and a strong balance sheet. Learn more about PSTG stock here.
Dave & Buster's Entertainment Is An Exciting Turnaround That's In Play
Dave & Buster’s stock stays a speculative "Buy" despite margin pressure. Here's what investors need to know about the entertainment company.
AppLovin: When High Quality Businesses Go On Sale, Buy Aggressively (Upgrade)
AppLovin Corporation is upgraded to Strong Buy due to robust operating performance and AI-driven growth. Learn more about APP stock here.
SA Asks: How can PayPal turn its business around?
PayPal's stock plunged this week amid a weaker-than-expected earnings report and outlook. How can the company turn its business around? Seeking Alpha analysts weigh in.
Apple heads to moon after NASA chief approves iPhones for upcoming missions
Apple iPhones head to space with NASA’s Crew-12 and Artemis II moon mission.
Costco outpaces broad retail sales in January as its digital business shines
Costco (COST) January sales jump: comps +7.1%, e-commerce +34.4%, total sales +9.3% to $19.5B.
Video game stocks nosedive as Google's 'Project Genie' allows virtual world creation
Video game stocks plunge after Google’s Project Genie reveal.
Darden Restaurants: Wonderful Business At A Below Average Price
Darden Restaurants (DRI) shows resilient sales amid inflation, trades below its 10-year P/E, and targets 9% sales growth. Read the latest analysis on the stock here.
Twenty One Capital: Wen Business, Ser?
Twenty One Capital came public via SPAC merger but has since plummeted by nearly 30% since deal closure. Click here to find out why XXI stock is a Hold.
Corning's deal with Meta should boost optical business: Morgan Stanley
Corning’s $6B Meta deal to supply optical fiber for data centers could lift GLW’s optical revenue and targets.
Duolingo: Sound Business, Temporary Headwinds
Duolingo, Inc. is rated a Buy given a sound business model with a moat that centers around data and AI. Learn more about DUOL stock here.
OpenAI made 'conscious decision' to sit out Apple Siri deal: report
OpenAI reportedly declined Apple’s next-gen Siri AI deal, while Apple chose Google Gemini.
Signet Jewelers: Fundamentally A Better Business Today
Signet Jewelers (SIG) stays a Buy as Grow Brand Love lifts comps; lab-grown diamonds and services boost margins. Read here for more details.
Canadian Natural Resources poised to acquire Tourmaline’s natural gas business
Canadian Natural Resources is in talks to buy a $1B-plus portfolio of natural gas properties in Alberta from Tourmaline Oil, the Globe and Mail reported.
AMD: Golden Buying Opportunity After Sentiment-Driven Selloff
Advanced Micro Devices, Inc. stock is down ~20% on sentiment, despite strong Q3 results and rising growth estimates. Click for this AMD update.
Dell brings back XPS laptops, expands gaming PCs, reveals massive monitors at CES
Dell revives XPS laptops at CES 2026, expands Alienware, and debuts a 52-inch 6K UltraSharp monitor for pros and gamers—see what’s new.
Amazon perks up after introducing Alexa.com
Amazon (AMZN) stock rose 2% after Amazon launched Alexa.com, expanding Alexa+ AI across devices.
AMC Entertainment's On A Short Leash
AMC Entertainment Holdings (AMC) remains a high-risk, speculative play, currently rated 'hold' due to uncertain box office recovery and rising net debt.
AI chip boom to push global consumer electronics prices up in 2026
AI-driven chip shortages could push consumer electronics prices up 5–20% in 2026.
Brookfield to deploy $10B AI fund with new cloud business
Brookfield Asset Management (BAM) is expanding into cloud computing, with plans to launch a cloud business that would lease AI chips inside data centers directly to developers, a model it says can lower the cost of building and running AI systems.
Top-performing movies and interactive entertainment stocks in 2025 (WBD:NASDAQ)
Warner Bros. Discover (WBD) has been the best stock of the year for the movies and interactive entertainment subsector.
Sphere Entertainment: High Short Interest And A Promising Outlook (NYSE:SPHR)
Sphere Entertainment Co. (SPHR) is rated Hold, balancing strong immersive entertainment growth against high short interest and valuation concerns.
Chinese OpenAI rivals MiniMax and Zhipu AI offer first look at business models ahead of listings
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Seaport Entertainment: I Sold After The Sale Of 250 Water Street (NYSE:SEG)
Seaport Entertainment sells 250 Water Street, shedding $61M debt and strengthening finances despite Q3 losses.
Micron to exit Crucial consumer business (MU:NASDAQ)
Micron shifts focus to data center growth, exiting Crucial consumer business by Feb 2026.