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News
Tracking Ron Baron’s BAMCO Portfolio – Q2 2026 Update (MUTF:BARIX)
3+ hour, 43+ min ago (104+ words) Seeking Alpha - Ron Baron's BAMCO 13F portfolio doubled to $66.6B, with Space Exploration Technologies (SPCX), Tesla (TSLA), MSCI, Arch Capital, and Hyatt Hotels comprising ~52%. - SPCX dominates at ~37% after IPO allocation and participation in funding rounds prior to the IPO; TSLA remains a…...
Treasury buyback test exposes limits of support for long-term debt: SocGen
5+ hour, 35+ min ago (13+ words) Seeking Alpha...
Energy Secretary warns oil traders against betting on quick Hormuz deal
7+ hour, 10+ min ago (98+ words) Seeking Alpha U.S. Energy Secretary Chris Wright warned oil traders not to expect Iran’s latest diplomatic push to produce a rapid breakthrough in the Strait of Hormuz, Bloomberg News reported Sunday. Iran is preparing to discuss a temporary shipping arrangement with…...
Anthropic is said to pick Nasdaq for potential IPO (ANTHRO:Private)
7+ hour, 31+ min ago (52+ words) Seeking Alpha Artificial intelligence startup Anthropic (ANTHRO) selected Nasdaq as the exchange for a possible initial public offering, Business Insider reported Sunday, citing a person familiar with the company’s plans. The decision would move Anthropic (ANTHRO) another step toward becoming…...
Goldman Sachs sees rate shock, not bull-market killer, for U.S. stocks
9+ hour, 23+ min ago (13+ words) Seeking Alpha...
Goldman rebalances its long duration stock basket
10+ hour, 12+ min ago (88+ words) Seeking Alpha The Goldman Sachs equity team has rebalanced its Long Duration Basket amid rising interest rates. Equities usually struggle to digest sharp increases in interest rates, with long duration growth stocks struggling disproportionately from rising discount rates, according to…...
This Time Is Different? Earnings And Price Break 90-Year Trends
10+ hour, 55+ min ago (110+ words) Seeking Alpha - September, so far, is living up to its reputation. The market slipped to the 50-day moving average, with the tape taking orders from crude oil. - The market struggled again this past week as September continues to play out…...
GE HealthCare is said to near $1B Sofie Biosciences deal (GEHC:NASDAQ)
11+ hour, 32+ min ago (98+ words) Seeking Alpha FinkAvenue/iStock Editorial via Getty Images GE HealthCare Technologies (GEHC) is in advanced talks to acquire Sofie Biosciences for about $1 billion, a move that would expand its presence in radioactive diagnostic agents used with medical scans, the Financial…...
Trip.com Q2 Earnings Preview: Regulatory Penalty Creates A Buying Opportunity
12+ hour ago (96+ words) (Upgrade) Seeking Alpha - Trip.com Group faces significant short-term headwinds from a RMB 3.5B antitrust fine and RMB 1.6B confiscation, impacting Q2 results. - Regulatory changes require TCOM to remove exclusivity with hotels and automatic price adjustments, raising concerns over take rate and market…...
Wall Street Week Ahead
14+ hour, 17+ min ago (377+ words) Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street heads into Fed…...