Business
Why this analyst calls Nike’s China pivot a high-stakes gamble
Xerox and 4 More Stocks See Action From Activist Investors
Is Inflation Ebbing? Not According to This Business Ratio
Microsoft Is a Good Long-Term Bet
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Passage Research focuses on identifying variant perception through a blend of fundamental analysis and alternative data. The research process combines detailed financial modeling with real-time datasets to underwrite earnings power, margin durability, and forward expectations.The author has spent over a decade on Wall Street, most recently spending the last five years working in the hedge fund industry as an analyst. Typical coverage spans consumer, TMT, industrials and special situations, with an emphasis on asymmetric risk/reward and catalyst-driven opportunities.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. 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.
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NOW either through stock ownership, options, or other derivatives. 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.
The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Stocks to Watch: Bank of America, Intel, SAP, Oracle
Business
Micron Stock Falls After an Otherwise Strong Week. What Comes Next Could Define the Memory Boom.
Micron Stock Falls After an Otherwise Strong Week. What Comes Next Could Define the Memory Boom.
AI Has Completely Rewritten the Rules of the Stock Market
Billions of dollars of losses in artificial-intelligence stocks. Sharp spikes in oil prices that dropped just as quickly. A jump in benchmark Treasury yields to their highest level this year.
A topsy-turvy week in markets ended on a tepid note on Friday. The S&P 500 gained less than 0.1% and the Dow Jones Industrial Average rose 0.5%, or 236 points. The Nasdaq composite fell 0.6%.
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