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News
Rent the Runway: Profit Is Maturing, But Subscriber Declines Remain Concerning
1+ hour, 18+ min ago (58+ words) (Rating Upgrade) Seeking Alpha - Rent the Runway has suffered a ~70% share price decline in 2026 despite maintaining >20% y/y revenue growth and positive adjusted EBITDA. - I now rate RENT as neutral, seeing a more balanced risk/reward profile at current depressed…...
Kardigan: Funded Precision Cardiology Offers More Than Pipeline Diversification
2+ hour, 39+ min ago (89+ words) Seeking Alpha - Kardigan targets genetic DCM, moderate CAVS, and post-hospitalization ASH with differentiated, biology-driven clinical programs. - KARD holds $660.7M in liquid assets, providing roughly 2–3 years of runway to achieve key clinical readouts before further funding is needed. - Upcoming 2027 data from all…...
Market Valuation: Is The Market Still Overvalued?
8+ hour, 20+ min ago (23+ words) Market valuation indicators show the S&P 500 is overvalued by 121% to 227% based on August 2026 monthly data. Read more here....
Larry Ellison cancels $7.5B Oracle share sale plan (ORCL:NYSE)
5+ hour, 43+ min ago (57+ words) Seeking Alpha Oracle Executive Chairman Larry Ellison has canceled a plan to sell up to 50 million shares of Oracle common stock, or $7.5B worth of stock at the current price, with no shares sold under the trading plan, the company said....
Sam Altman says OpenAI IPO not happening in 2026
15+ hour, 22+ min ago (20+ words) OpenAI CEO Sam Altman says an IPO won’t happen this year amid AI safety and alignment concerns. Read more here....
Anthropic CEO Amodei calls to 'slow the pace' of AI model improvements
1+ day, 18+ hour ago (98+ words) Anthropic CEO Dario Amodei urges slowing AI capability gains to manage safety risks, citing botnet threats, and proposing oversight and global standards. Read more here. In the face of potential risks, Anthropic (ANTHRO) CEO Dario Amodei said that the progress…...
Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth
1+ day, 18+ 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…...
OpenAI agents launched cyberattack on RubyGems before Hugging Face hack: report
22+ hour, 43+ min ago (15+ words) OpenAI AI agents reportedly hit RubyGems in May, forcing a registration halt. Read more here....
Nvidia a potential investor in Anthropic IPO
23+ hour, 54+ min ago (16+ words) Nvidia may invest up to $10B in Anthropic’s IPO as an anchor investor. Read more here....
Western Digital: Business Secured Through 2028, Price Already Prices In A Lot Of The Story
1+ day, 20+ hour ago (103+ words) Western Digital has secured multi-year hard drive sales contracts through 2027-2028, driving structural demand. Learn why WDC stock is a buy. - Western Digital has secured multi-year hard drive sales contracts through 2027-2028, driving structural demand and supporting its bullish investment thesis. - WDC's…...