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AMD: What I’m Watching Into The August 4 Earnings Print (NASDAQ:AMD)

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AMD's Q4: A Solid Quarter The Market Ignored (Rating Upgrade) (NASDAQ:AMD)

This article was written by

Vishal Jadaun is the founder of Tickzen, a company that develops quantitative research tools, valuation frameworks, and stock analysis models for investors. With a background in computer science and a self-directed approach to investing, he evaluates companies primarily through financial statements, SEC filings, earnings reports, and management disclosures rather than market narratives or third-party opinions.His research on Seeking Alpha focuses on post-earnings and fundamental analysis of industrial, logistics, and technology companies. His process emphasizes separating one-time accounting items from underlying operating performance, assessing balance-sheet strength, and building independent estimates of intrinsic value.

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 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.

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North East private sector stays in growth despite drop in job numbers

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Business Live

The NatWest Growth Tracker Business Activity Index pegs the region as one of the best performers in the UK

Newcastle upon Tyne skyline on the day of the local elections, May 7, 2026

A view of Newcastle(Image: Simon Greener/Newcastle Chronicle)

A survey that tracks the health of the region’s private sector companies has remained in growth despite a fallback in activity in June.

The NatWest North East Growth Tracker Business Activity Index, which measures month-on-month changes in the region’s manufacturing and service sectors, declined to 50.8 in June, having stood at 53.8 in May. Scores above 50 denote a growing economy.

The North East outperformed the UK as a whole, however, where activity fell in June. Among the 12 monitored UK regions and nations, only London and the South East recorded better trends for activity.

Within the survey, business confidence strengthened in the North East in June, with optimism regarding output over the coming year rising to a three-month high. Cost pressures receded, according to businesses responding to the survey, while the rate of input price inflation eased to its lowest since February.

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But there were concerns at job losses, which came at the steepest levels since November last year and were sharper than the UK average.

Malcolm Buchanan, chair of the NatWest North regional board, said: “The North East saw growth momentum falter as the first half of 2026 drew to a close, according to the latest NatWest Growth Tracker. New business placed with private sector firms increased for the seventh month running, but the rate of growth slowed to a fractional pace that was the weakest over this period and contributed to a much slower rise in overall business activity.

“Nonetheless, the region remained one of only three monitored UK areas to record growth in June, alongside London and the South East. This relative resilience helped support confidence among private sector firms, with optimism about the year ahead rising to a three-month high.

“Companies also reported a further easing in cost pressures at the end of the second quarter. The rate of input cost inflation fell to its lowest since February, though it remained high by historical standards. Firms continued to raise their own charges at a marked, albeit softer, pace as they sought to protect margins from elevated cost burdens.

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“At the same time, businesses moved to protect cashflow by controlling expenditure elsewhere. Employment fell at the sharpest pace since November last year, underlining the pressure firms continue to face even as demand remains in positive territory.”

The release of the growth tracker has come ahead of some key economic data showing the state of the regional economy. Unemployment and labour market data will be published next Tuesday, including regional data, followed by national inflation data the next day.

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US Rep. Ralph Norman says he will run for Senate in South Carolina following Lindsey Graham’s death

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US Rep. Ralph Norman says he will run for Senate in South Carolina following Lindsey Graham’s death

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Axis Bank Q1 FY27 slides: profit surges 23% as NIM hits cycle low

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Axis Bank Q1 FY27 slides: profit surges 23% as NIM hits cycle low


Axis Bank Q1 FY27 slides: profit surges 23% as NIM hits cycle low

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Google, Tesla, Intel To Headline Earnings Next Week

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Get ahead of the market by subscribing to Seeking Alpha’s Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports, and conference presentations.

Wall Street opened in deep red on Friday as a global semiconductor selloff intensified on concerns over elevated AI spending and stretched valuations. Technology stocks remained under pressure as semiconductor shares across global markets traded lower. Meanwhile, tensions in the Middle East remained elevated as concerns over a fresh crude oil supply crunch persisted.

The economic calendar is relatively lighter next week with earnings in full swing. The only major data scheduled are initial jobless claims on Thursday and S&P Global PMI data for July on Friday.

Alphabet (GOOG) (GOOGL), Tesla (TSLA), and Intel (INTC) are among the major firms reporting their results next week. _______________________________________________________________

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Earnings spotlight: Monday: Domino’s Pizza (DPZ), AMC Entertainment (AMC). See the full earnings calendar.

Earnings spotlight: Tuesday: Novartis (NVSEF), 3M (MMM), Halliburton (HAL). See the full earnings calendar.

Earnings spotlight: Wednesday: Alphabet, Tesla, Philip Morris (PM). See the full earnings calendar.

Earnings spotlight: Thursday: Intel. See the full earnings calendar.

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Earnings spotlight: Friday: American Express (AXP). See the full earnings calendar.

Volatility watch: Sandisk (SNDK) and Western Digital (WDC) have seen options volatility increase over the last week. The most overbought stocks per their 14-day relative strength index include Crinetics Pharma (CRNX), AstroNova (ALOT), and CareDx (CDNA). The most oversold stocks per their 14-day Relative Strength Index include Standard Lithium (SLI) and Rithm Property Trust (RPT).

Dividend watch: Companies that have an ex-dividend date coming next week include Caterpillar (CAT), Colgate-Palmolive (CL), Dell Technologies (DELL), and Pfizer (PFE).

IPO watch: No IPOs are expected to price and

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EIDO: Indonesia Not Benefiting From Commodity Price Gains (NYSEARCA:EIDO)

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The Muni Market Looks Appealing In Q2

This article was written by

Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having expertise in thematic investing, market events, client education, and compelling investment outlooks, I relate to everyday investors in a pithy way. I enjoy analyzing stock market sectors, ETFs, economic data, and broad market conditions, then producing snackable content for various audiences. Macro drivers of asset classes such as stocks, bonds, commodities, currencies, and crypto excite me. My thing is communicating finance with an educational and creative style. I also believe in producing evidence-based narratives using empirical data to drive home points. Charts are one of the many tools I leverage to tell a story in a simple but engaging way. I focus on SEO and specific style guides when appropriate.

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 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.

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IWN: This Small-Cap Value ETF Offers Greater Returns With A Low-Risk Factor (NYSEARCA:IWN)

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IWN: This Small-Cap Value ETF Offers Greater Returns With A Low-Risk Factor (NYSEARCA:IWN)

This article was written by

Komal is passionate about finance and the stock market. She enjoys forecasting future market trends using a fundamental and technical approach with a focus on both short- and long-term horizons. She intends to provide unbiased analysis to assist investors in selecting the best investment strategies to stay ahead of the market.

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 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.

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Earnings call transcript: Axis Bank Q1 2026 profit rises as margins tighten

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Earnings call transcript: Axis Bank Q1 2026 profit rises as margins tighten

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Kevin Durant Trade Rumors Intensify as Rockets Star’s Future in Houston Faces Fresh Questions This Offseason

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Kevin Durant

Kevin Durant’s standing with the Houston Rockets continues to generate speculation across the NBA this offseason, with fresh reporting suggesting the two-time champion could once again find himself at the center of trade rumors just one year after Houston acquired him in a blockbuster deal with the Phoenix Suns.

Durant, who turns 38 in September, joined the Rockets last summer with expectations that he would help push Houston into championship contention. Instead, the team’s first season with Durant ended in disappointment, with the Rockets eliminated by the Los Angeles Lakers in six games during the first round of the 2026 playoffs. Durant appeared in just one game of that series, while Houston’s Luka Doncic missed the entire matchup and Austin Reaves was sidelined for most of it because of injury. Even shorthanded, LeBron James helped Los Angeles build a 3-0 series lead before Houston managed to extend the matchup to six games.

According to ClutchPoints NBA insider Brett Siegel, the Rockets never viewed the Durant acquisition as a guaranteed long-term commitment, despite the scale of the trade that brought him to Houston. Siegel reported that many around the league remain skeptical the Rockets will keep Durant through the remainder of his current contract, which runs through the 2027-28 season. Houston, according to Siegel’s reporting, viewed the move primarily as a way to upgrade from Jalen Green and bridge gaps in the roster as the team pushed to contend in a crowded Western Conference, rather than as a foundational piece for a multi-year rebuild.

Adding to the uncertainty surrounding Houston’s roster this offseason, veteran forward Josh Okogie is departing the Rockets in free agency to sign with the Utah Jazz, according to ESPN’s Shams Charania. While Okogie’s departure is unrelated directly to Durant’s situation, it adds to a broader sense of roster turnover surrounding the team as it enters the 2026-27 season.

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Much of the speculation around Durant’s future has centered on the Detroit Pistons, driven in part by reporting that Durant has expressed a desire to play alongside Pistons guard Cade Cunningham. Siegel has reported that Durant has spoken highly of Cunningham dating back to the guard’s early years in the league, having publicly called him a “special talent” on multiple occasions. Separate reporting has indicated Durant may be willing to leave Houston specifically to team up with Cunningham, who recently signed a max rookie extension reportedly worth $269 million and has emerged as Detroit’s franchise cornerstone. A photo Durant posted on social media earlier this month showing himself wearing a Detroit-branded hat further fueled speculation about his interest in the Pistons, even as such gestures remain open to interpretation.

Beyond Detroit, several other franchises have been mentioned in connection with Durant’s name throughout the summer. The Minnesota Timberwolves have been consistently linked to Durant, with the team already having made one major offseason move by acquiring guard LaMelo Ball from the Charlotte Hornets. A hypothetical trio of Anthony Edwards, Ball and Durant has been floated by analysts as a potentially unguardable combination, though any deal sending Durant to Minnesota would likely need to include center Rudy Gobert, the four-time NBA Defensive Player of the Year, given the assets Houston would presumably seek in return.

The Boston Celtics have also emerged in trade speculation following the team’s own significant roster shakeup this offseason, which saw Boston trade Jaylen Brown to the Philadelphia 76ers in exchange for Paul George and multiple draft picks. Sports Illustrated’s Chris Mannix suggested Celtics president Brad Stevens could look to use those newly acquired picks as trade capital to pursue a star player such as Durant, writing that Boston’s picks carry real value even amid uncertainty about how they will ultimately be used. “The Celtics can spin that the pair of first rounders they picked up have value. And they do,” Mannix wrote. “The 2028 one will likely end up as the Clippers’, who are beginning a rebuild with an Aspiration-sized anvil over their head.”

The Washington Wizards have also been mentioned as a potential landing spot, with reporting indicating the franchise held interest in trading for Durant as far back as April, though no formal talks have been confirmed. Meanwhile, the Miami Heat’s chances of landing Durant have been characterized by some reporting as unlikely, with one recent Sporting News piece describing the Heat’s odds as “as bad as you’d imagine.”

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Not everyone in league circles believes a trade is imminent. Some analysts have noted that Rockets general manager Rafael Stone has given no public indication the team is actively shopping Durant, and Durant himself has previously said he hoped to finish his career in Houston following last summer’s trade from Phoenix. That stated preference adds a layer of uncertainty to how seriously any of the reported interest from other teams might translate into an actual move before the start of the 2026-27 season.

Durant’s history with trade requests also looms over the current speculation. Over the course of his career, Durant has requested trades on multiple occasions, most notably during his final seasons with both the Brooklyn Nets and the Phoenix Suns, each of which ultimately resulted in him being moved to a new team. That pattern has left some around the league watching closely for any sign that his relationship with the Rockets could follow a similar trajectory, particularly given the disappointment of Houston’s first-round playoff exit and the reported skepticism among rival executives about whether the partnership will last through the length of his current contract.

For now, no formal trade request has been reported, and the Rockets have not confirmed any active effort to move Durant on the open market. But with reporting linking him to Detroit, Minnesota, Boston and Washington, and with questions persisting about how committed Houston is to building around him long-term, Durant’s situation appears likely to remain one of the NBA’s most closely watched storylines as training camps approach later this year.

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Locking In Generational Yields While Wall Street Fixates On The Fed

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Locking In Generational Yields While Wall Street Fixates On The Fed

Locking In Generational Yields While Wall Street Fixates On The Fed

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HDFC Bank, RIL, and Eternal among top 10 stock holdings of HDFC Mutual Fund in June

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The Economic Times

HDFC Mutual Fund held top positions in ICICI Bank, HDFC Bank, Axis Bank, RIL and Eternal in June. Check the fund house’s top 10 stock holdings and portfolio changes.

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