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News
Paramount told to start settlement talks with state AGs in late October (WBD:NASDAQ)
2+ day, 4+ hour ago (52+ words) Judge orders Paramount Skyance’s $110B Warner Bros. Discovery deal challengers to set late-October settlement talks. Paramount Skyance (PSKY) and a group of 12 state attorneys general who sued to block the entertainment company's planned $110 billion purchase of Warner Bros. Discovery (WBD) were…...
TSMC revenue jumps 53% in August as AI demand keeps capacity booked (TSM:NYSE)
3+ day, 11+ hour ago (16+ words) Seeking Alpha...
Baker Hughes hikes guidance for 2026 revenue, EBITDA to reflect Chart Industries deal (BKR:NASDAQ)
4+ day, 5+ hour ago (60+ words) Seeking Alpha Baker Hughes (BKR) raised its financial guidance for the full year after factoring in a boost from its recent acquisition of Chart Industries. In an 8-K filing, the company said it now expects FY 2026 revenue of $28.5B-$30.3B, up from…...
Nvidia supplier Wistron slides 6% after pricing $1.5B stock offering
5+ day, 12+ hour ago (52+ words) Seeking Alpha - Shares of Taiwan’s Wistron (WICOF) dropped more than 6% on Tuesday after the Nvidia (NVDA) supplier priced a $1.47B global depositary receipt offering to finance raw material purchases. - The company said Monday that it priced 25 million global depositary receipts...
Midterm Elections Are Unlikely To Derail The Stock Market’s Course
1+ week, 1+ day ago (128+ words) Seeking Alpha - While the midterm elections will shape the political narrative, history suggests they are a poor predictor of broad market performance. - The upcoming U.S. midterm elections are attracting significant investor attention, with the potential to reshape the policy landscape for…...
Synaptics: A Mega-Buyout From ONsemi Is Worth Taking, Amid AI-Driven Tailwind
1+ week, 4+ day ago (154+ words) Seeking Alpha - Synaptics is being acquired by ON Semiconductor in an all-stock deal, expected to close mid-2027, with shareholders receiving 1.35 ON shares per SYNA share. - I maintain a neutral/hold rating, favoring holding SYNA until the merger, as the upside is…...
Honeywell Technologies: Good Revenue Acceleration And Earnings Growth Prospects
3+ week, 2+ day ago (94+ words) At A Reasonable Valuation Seeking Alpha - Honeywell Technologies is rated Buy, supported by strong order growth, margin expansion, and a discounted valuation versus automation peers. - Orders grew 16% y/y in Q2 26, outpacing 4% sales growth, signaling likely revenue acceleration as backlog converts....
AMD shuffles board members (AMD:NASDAQ)
3+ week, 3+ day ago (51+ words) Seeking Alpha - AMD (AMD) announced on Wednesday that it has shuffled members of its board of directors. - The Dr. Lisa Su-led firm appointed Citi technology executive Tim Ryan to the board, while KC McClure was named chair of the Audit…...
Private credit troubled loans hit decade high (PCMM:NASDAQ)
3+ week, 4+ day ago (57+ words) Seeking Alpha ipuwadol/iStock via Getty Images The share of private-credit loans marked as non-accruing climbed to about 2.8% in 2026, reaching its highest level in roughly a decade, according to the data highlighted by Barchart. The latest reading was up from…...
Duquesne Family Office adds Alphabet, Riot in Q2, exits Intel, Micron Technology (MU:NASDAQ)
4+ week, 1+ day ago (16+ words) Seeking Alpha...