Workflow
Rocket Lab: The Neutron Delay Is Not A Major Hit
Seeking Alpha· 2025-11-21 22:20
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
TD Cowen Turns More Bullish on Micron (MU) as Book Value Growth Accelerates
Yahoo Finance· 2025-11-21 22:19
Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Making Moves on Wall Street. On November 19, TD Cowen raised its price target on the stock to $275.00 from $200.00 while maintaining a “Buy” rating. The firm believes that Micron’s book value growth is strong through early 2027 and that risk is limited despite concerns about valuations and demand pull-in. This book value per share growth is likely to accelerate through the first calendar quarter of 2027 driven by strong pricing in the memory chi ...
RTX JV secures $1.25 billion Iron Dome missile deal with Israel
Reuters· 2025-11-21 22:19
Defense contractor RTX said on Friday its joint venture Raytheon-Rafael Protection Systems has secured a $1.25 billion contract to supply Israel with surface-to-air missiles. ...
Miran Says Data Should Push Fed in 'Dovish Direction'
Youtube· 2025-11-21 22:18
And yet on the committee, we have pushback almost. Maybe after that, Fed Governor Michael Barr had this to say. I'm concerned that we're seeing inflation still around 3%.Inflation is closer to three, that it is to two. What do you make of that argument. How persuasive is it.It's not persuasive to me, and I'll tell you why. All of the inflation excess, almost all of the inflation excess is a mirage. It's not indicative of supply demand imbalances.And so, for example, if you look at the housing market, right, ...
Stifel Raises CrowdStrike’s (CRWD) Price Target to $600 Ahead of Q3 Earnings
Yahoo Finance· 2025-11-21 22:17
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI Stocks Making Moves on Wall Street. On November 18, Stifel raised its price target on the stock to $600 from $515 while maintaining a “Buy” rating. The rating affirmation comes ahead of the company’s fiscal third-quarter earnings report scheduled for December 2. The firm maintains a Buy on Crowdstrike based on improving VAR trends, stronger FY26/27 growth expectations, and rising adoption of AI Security modules. Stifel noted that it has surveyed 2 ...
Why Aggressive Growth Investors Should Seize The Opportunity With Nebius (NASDAQ:NBIS)
Seeking Alpha· 2025-11-21 22:16
公司背景与历史 - Nebius Group(纳斯达克代码:NBIS)前身为Yandex N V [1] - 公司创始人Arkady Volozh受到欧盟制裁 [1] - 公司面临俄罗斯政府的压力 [1] 作者背景与投资倾向 - 文章作者拥有超过30年的全球航海经历 [1] - 作者在过去15年对投资产生浓厚兴趣 [1] - 作者具有工程背景 倾向于投资科技股 [1]
LH Shares Gain Following Publication of New Plasma Detect MRD Data
ZACKS· 2025-11-21 22:16
Key Takeaways Labcorp highlighted new peer-reviewed data showing Plasma Detect's MRD tracking capabilities. Two studies demonstrated its value in monitoring early progression and detecting residual cancer. Findings suggest LH's Plasma Detect may guide treatment decisions across multiple cancer settings. Labcorp (LH) recently announced that the Labcorp Plasma Detect was featured in two recent peer-reviewed publications – Nature Medicine and Clinical Cancer Research. Labcorp Plasma Detect is a tumor-informed, ...
Why Aggressive Growth Investors Should Seize The Opportunity With Nebius
Seeking Alpha· 2025-11-21 22:16
Nebius Group公司背景 - 公司目前在纳斯达克上市 交易代码为NBIS [1] - 公司前身为Yandex N V [1] - 公司创始人Arkady Volozh受到欧盟制裁 [1] 地缘政治影响 - 公司受到俄罗斯攻击乌克兰事件的影响 [1] - 同时面临来自俄罗斯政府的压力 [1] 作者背景信息 - 作者拥有超过30年的全球旅行经验 过去15年对投资产生浓厚兴趣 [1] - 作者具有工程背景 通常倾向于关注科技股 [1]
Oaktree Specialty Lending: The Yield Trap Is Still Active (NASDAQ:OCSL)
Seeking Alpha· 2025-11-21 22:15
Oaktree Specialty Lending Corporation ( OCSL ) has been one of those BDCs, which has multiple times fallen into an optically attractive discount territory, but still somehow managed to disappoint the "buy the dip" investors.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Bal ...
Until Computer Hardware ONLY Tells the Truth, Trust Nothing You See On Your Computer
Accessnewswire· 2025-11-21 22:15
NEW YORK, NY / ACCESS Newswire / November 21, 2025 / Every headline about a cyberattack sounds the same: a breach, a leak, a compromise. Millions of files lost, systems paralyzed, trust shattered. ...