Shares of cereal maker WK Kellogg (KLG 30.66%) rose 34% this week as of noon E.T. Thursday, according to data provided by S&P Global Market Intelligence.One week after being added to a slew of Russell Value indexes, it turns out WK Kellogg was indeed a good value investment -- at least in the eyes of Ferrero.On Wednesday, the Italian chocolate and candy juggernaut announced plans to buy Kellogg for $23 per share, prompting this week's spike in price.The acquisition announcement comes just months after rumor ...

Nebius Group TodayNBISNebius Group$46.74 +0.70 (+1.51%) 52-Week Range$14.09▼$55.75Price Target$66.50Add to WatchlistThe search for the next impactful name in artificial intelligence (AI) often leads investors to crowded fields. Yet, quietly capturing a significant market share is Nebius Group N.V. NASDAQ: NBIS. This international AI cloud provider delivered a staggering 385% year-over-year revenue growth in its latest quarter.Get NVIDIA alerts:This narrative of rapid expansion becomes even more compelling ...

Editor's note: Seeking Alpha is proud to welcome Sophos Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I’m Laura Bennett, the writer behind Sophos Research. I started my career as a software engineer at Amazon, where I spent over five years working on large-scale distributed systems and backend architecture. My background is deeply technical ...

Shares of Vertiv (VRT -4.63%), which makes infrastructure for cooling and power systems for data centers, were heading lower today on reports that Amazon could be challenging the company in cooling technology. Amazon also said that the company had considered multiple liquid cooling solutions from other vendors, but realized they weren't a good fit for AWS. That was not a direct comment on Vertiv, but investors may be interpreting it that way. It's unclear if Amazon plans to sell the technology, but just usi ...

Leveraged ETFs are generally considered a bad investment vehicle, and for good reasons . I normally steer clear of them myself, due to their high expenses, high volatility, and the fact that they tend to be launched after investment narratives have already taken place.I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Senti ...

The artificial intelligence boom may be just getting started.Tech stocks have led the charge off the April lows as this bull market enters its next phase. Semiconductor stocks and related companies remain at the heart of the movement.Astera Labs has been a major beneficiary. The company designs and manufactures semiconductor-based connectivity solutions for cloud and AI infrastructure. Astera offers an intelligent connectivity platform and high-speed connectivity integrated circuits as well as modules, boar ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Key Takeaways BILL shares have lost 43.7% YTD, lagging sector and industry benchmarks due to macroeconomic headwinds. The company processed $79B in Q3 payments and added 4,200 customers, driven by new AI and automation features. BILL deepened SMB reach via partnerships with Regions Bank, Adyen, and Xero to boost platform adoption.BILL Holdings (BILL) shares have plunged 43.7% in the year-to-date period, underperforming the broader Zacks Computer & Technology sector’s return of 7% and the Zacks Internet - ...

So here we are, less than two months on from publishing my buy call on Wolfspeed, Inc. (NYSE: WOLF ) among a sea of sells titled "This Wolf Isn't Dead Yet: Initiating Wolfspeed stock withI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ...

In the fourth quarter of fiscal 2025, Alibaba's Cloud Intelligence Group generated RMB 30.1 billion ($4.15 billion) in revenues, up 18% year over year, contributing around 12.7% of total revenues. Alibaba has committed to a RMB 380 billion ($52.7 billion) investment over three years to strengthen its global cloud infrastructure. As part of this expansion, Alibaba Cloud opened its third data center in Malaysia on July 1 and plans to launch a second facility in the Philippines by October 2025. These moves dir ...