Bloom Energy jumps to record high as Morgan Stanley raises outlook (BE:NYSE)
Seeking Alpha· 2025-09-17 02:46
Bloom Energy (NYSE:BE) on Tuesday jumped as much as 9.5% to a record high after analysts at Morgan Stanley sharply raised its outlook for the company. They cited a stronger case for rapid growth as demand for power to support artificial ...
There's a level of interest for AI trade to continue, says Bartlett's Holly Mazzocca
Youtube· 2025-09-17 02:46
And that's how bringing another voice to this conversation. Bartlett's Holly Mazaka and also Wells Fargo's Scott Ren as well. Uh you guys both heard what we just spoke about with Lauren here.So I'm going to go with you Holly first on this one as you talk about the markets at or near record highs. Again, Lauren laid out the case for that broadening out trade. Also this idea that we're watching those certain key parts of the market.Is this still a trade that is contingent upon names like Nvidia, Microsoft, Ap ...
Cohen & Steers' Rosenlicht: Energy & natural resource valuations are low relative to rest of market
Youtube· 2025-09-17 02:45
Let's start with this Shell. It is the top holding in your Cohen and Steers natural resources active ETF. Last week I did a fireside chat with their CEO while Sawan in Italy.He is very focused on putting Shell back on top. They are already the world's biggest trader of LNG. Why is this the biggest holding in your active ETF.Yeah, you know, we've spent the last few years thinking about what the future of energy markets are going to look like. And we've been thinking about it as this, hey, it's not really an ...
The Gabelli Multimedia Trust Inc. Q2 2025 Commentary
Seeking Alpha· 2025-09-17 02:45
GAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company's investment services are primarily offered through its subsidiary GAMCO Asset Managment Inc, which manages separate accounts for high net worth individuals, institutions, and qualified pension plans, and through the Company's role as advisor to a family of Mutual Funds. Note: This account is not managed or monitored by GAMCO Investors, and any messages sent via Seeking Alpha will not receive a respon ...
Buy CoreWeave Stock, Analyst Says. There's No End in Sight to the AI Boom.
Barrons· 2025-09-17 02:45
Hyperscalers could spend more on AI infrastructure than Wall Street anticipates, Raymond James says. ...
Google's Gemini tops Apple's App Store, snagging lead spot from ChatGPT
CNBC· 2025-09-17 02:45
Google has been trying to play catchup to OpenAI in generative artificial intelligence. It appears to finally be gaining ground with users. The company's Gemini app took the top spot among free apps on Apple's App Store this week, leapfrogging ChatGPT, which kickstarted the generative AI boom almost three years ago.Google's Gemini AI model has seen some recent updates that have lured new users. Last month, Google launched an updated version of its "Flash" AI model, called 2.5 Flash Image, which has a new im ...
Costco Stock Check-In Ahead of Earnings Next Week
Schaeffers Investment Research· 2025-09-17 02:42
Retail chain Costco Wholesale Corp (NASDAQ:COST) will report fiscal fourth-quarter results after the close on Thursday, September 25. Digital commerce helped support strong growth last quarter, boosted by the company's new partnership with buy-now-pay-later name Affirm (AFRM). This time around, Zacks Research anticipates earnings of $5.79 per share, a 12% year-over-year increase. Costco stock has seen choppy trading over the past few months, though long-term support at the 320-day moving average has kept pu ...
Millennial Potash intersects 220m of potash mineralization at Banio Project
Proactiveinvestors NA· 2025-09-17 02:41
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Strength Seen in Atlanticus (ATLC): Can Its 5.5% Jump Turn into More Strength?
ZACKS· 2025-09-17 02:40
Atlanticus Holdings Corporation (ATLC) shares soared 5.5% in the last trading session to close at $76.15. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 17.6% gain over the past four weeks.Atlanticus stock witnessed a price rise, which might be the result of B. Riley’s move of increasing the target price of the stock. Recently, ATLC purchased Mercury Financial LLC, a leading tech-driven credit card platform serving near-prime co ...
Details Emerge on U.S.-China TikTok Deal
WSJ· 2025-09-17 02:40
Oracle, Silver Lake and Andreessen Horowitz are part of an investor consortium that will control an 80% stake. ...