Seeking Alpha

Oakoff Investments says $CDE is firing on all cylinders 🚀 • Q4 revenue +120% YoY, EPS +218% • New Gold acquisition boosts multi-metal growth into 2026 • $666M free cash flow in 2025, debt down ~42% • Targeting ~$3B EBITDA & $2B FCF • Trading ~7x forward earnings Massive re-rating potential: 47–90% upside 📈 #CDE #CoeurMining #GoldStocks #SilverStocks #MiningStocks #Commodities #ValueInvesting #StockMarket #Investing #FreeCashFlow #EarningsGrowth #Undervalued #MidCapStocks seekingalpha.com/article/488703…

GPIQ: Goldman Sachs Built The Income ETF I Wish Existed 5 Years Ago $GPIQ #finance #trading #stocks seekingalpha.com/article/488970…

Launching Main Street Alpha: Focusing On Long-Term Wealth Creation #business #investing #finance seekingalpha.com/article/488464…

PFFA: Bargain Hunting Monthly Dividends With 10% Yield $PFFA #economy #investing #markets seekingalpha.com/article/488940…

Microsoft: The Selloff Looks Better Than The Story $MSFT #investing #economy #trading seekingalpha.com/article/488952…

Is AI a threat to the Moody's and S&P Global duopoly? Investors fear "data commoditization"—the idea that a chatbot can replace expensive research platforms. But here is why that "AI Fear" is likely overblown for $MCO and $SPGI: ✅ The Liability Moat: AI can pull data, but it can't take liability. Investors need verified data they can hold a corporation accountable for. ✅ Regulatory Requirements: Ratings models are often required by law; a "smart agent" doesn't satisfy legal compliance. ✅ Retention Stats: With Moody's seeing 97% retention on its AI tools, they are using AI as a tool for efficiency, not being replaced by it. Luca Socci’s Take: "What we need when we invest is verified data. Someone who takes the liability... that cannot be AI." 🔻Read the full article below

Delta expects 2026 capital spend of about $5.5B for aircraft, fleet modifications, and tech enhancements $DAL #markets #economy #investing seekingalpha.com/news/4573558-d…

Valero's Port Arthur refinery blast destroyed diesel hydrotreater control room - Reuters $VLO #trading #economy #stocks seekingalpha.com/news/4573573-v…

Aehr targets high side of $45M-$50M FY2026 revenue as effective backlog reaches $50.9M $AEHR #economy #finance #stocks seekingalpha.com/news/4573152-a…

Microsoft: Buy The AI Empire $MSFT #stocks #trading #business seekingalpha.com/article/488928…

Trump mulls moving U.S. troops from anti-war NATO countries - report $SPY $PPA $ITA #investing #finance #stockmarket seekingalpha.com/news/4573529-t…

3 things to look out for on Thursday $SP500 $COMP:IND $DJI #economy #stockmarket #finance seekingalpha.com/news/4573516-3…

Kimberly-Clark expects limited disruptions from Ontario warehouse fire $KMB #stocks #trading #stockmarket seekingalpha.com/news/4573293-k…

Apple: The Infrastructure Play On Local AI Adoption $AAPL $AAPL:CA $ZAAP:CA #investing #stocks #economy seekingalpha.com/article/488935…

10% Average Yield: 2 Monthly Paying Stocks I'd Trust For Reliable Income $EPR $CSWC #finance #stocks #markets seekingalpha.com/article/488877…

ETFs heavily exposed to Meta gain attention as 'Muse Spark' ignites rally $VOX $IXP $LTL #finance #investing #economy seekingalpha.com/news/4573485-e…

Exxon plans spring and year-end overhauls at Beaumont refinery - Reuters $XOM #economy #trading #investing seekingalpha.com/news/4573537-e…

Palantir: DevCon5 Shows A Disruptor, Not The Disrupted $PLTR $PLTR:CA $ZPLT:CA #stocks #trading #finance seekingalpha.com/article/488931…

5 Markets Getting Pummeled Right Now $SP500 $SPX $DJI #investing #stocks #finance seekingalpha.com/article/488922…

Hedge funds rush to cover shorts as ceasefire sparks rally - report $QQQ $SPY $DIA #stockmarket #markets #stocks seekingalpha.com/news/4573464-h…