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News
Goldman rebalances its long duration stock basket
30+ 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…...
Canada explores closer EU ties as U.S. trade frictions grow (EWC:NYSEARCA)
1+ hour, 10+ min ago (54+ words) Seeking Alpha Canadian Prime Minister Mark Carney is exploring a new form of associate membership with the European Union as Ottawa seeks to reduce its economic dependence on the United States, The Wall Street Journal reported. Officials are discussing a…...
This Time Is Different? Earnings And Price Break 90-Year Trends
1+ hour, 13+ 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…...
Johnson urges caution on AI legislation as tech chiefs call for safeguards (ANTHRO:Private)
1+ hour, 16+ min ago (87+ words) Seeking Alpha House Speaker Mike Johnson said Congress should consult the leaders of the nation’s largest artificial-intelligence companies before moving ahead with broad federal regulations, arguing that lawmakers cannot afford to rush legislation governing the rapidly advancing technology. Johnson told…...
GE HealthCare is said to near $1B Sofie Biosciences deal (GEHC:NASDAQ)
1+ hour, 51+ 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
2+ hour, 18+ min 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…...
South Korea extends stock trading into evening hours (EWY:NYSEARCA)
2+ hour, 34+ min ago (91+ words) Seeking Alpha South Korea’s main stock exchange is extending trading until 8 p.m. as it seeks to attract more overseas investors and move closer to its goal of round-the-clock markets. Starting Monday, investors will be able to trade nearly all locally…...
Rent the Runway: Profit Is Maturing, But Subscriber Declines Remain Concerning
3+ hour, 11+ 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
4+ hour, 33+ 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…...
If I Were Retiring In 2032, This Is What I'd Own
3+ hour, 13+ min ago (208+ words) Janice Chen/iStock via Getty Images I was born in Germany, as some of you may know. Although I have Dutch citizenship, the majority of my DNA is German. It may explain why I like their cars so much. Anyway,…...