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News
Tracking Ron Baron’s BAMCO Portfolio – Q2 2026 Update (MUTF:BARIX)
1+ hour, 11+ min ago (104+ words) Seeking Alpha - Ron Baron's BAMCO 13F portfolio doubled to $66.6B, with Space Exploration Technologies (SPCX), Tesla (TSLA), MSCI, Arch Capital, and Hyatt Hotels comprising ~52%. - SPCX dominates at ~37% after IPO allocation and participation in funding rounds prior to the IPO; TSLA remains a…...
Elevance leads UBS health benefits survey as employers brace for higher costs (ELV:NYSE)
3+ hour, 53+ min ago (16+ words) Seeking Alpha...
GE HealthCare is said to near $1B Sofie Biosciences deal (GEHC:NASDAQ)
9+ hour, 1+ min ago (98+ words) Seeking Alpha FinkAvenue/iStock Editorial via Getty Images GE HealthCare Technologies (GEHC) is in advanced talks to acquire Sofie Biosciences for about $1 billion, a move that would expand its presence in radioactive diagnostic agents used with medical scans, the Financial…...
South Korea extends stock trading into evening hours (EWY:NYSEARCA)
9+ hour, 44+ min ago (91+ words) Seeking Alpha South Korea’s main stock exchange is extending trading until 8 p.m. as it seeks to attract more overseas investors and move closer to its goal of round-the-clock markets. Starting Monday, investors will be able to trade nearly all locally…...
Rent the Runway: Profit Is Maturing, But Subscriber Declines Remain Concerning
10+ hour, 21+ min ago (58+ words) (Rating Upgrade) Seeking Alpha - Rent the Runway has suffered a ~70% share price decline in 2026 despite maintaining >20% y/y revenue growth and positive adjusted EBITDA. - I now rate RENT as neutral, seeing a more balanced risk/reward profile at current depressed…...
If I Were Retiring In 2032, This Is What I'd Own
10+ hour, 23+ min ago (208+ words) Janice Chen/iStock via Getty Images I was born in Germany, as some of you may know. Although I have Dutch citizenship, the majority of my DNA is German. It may explain why I like their cars so much. Anyway,…...
Page 356 | Latest AI Tech Stock Ideas & Analysis Articles
1+ day, 22+ min ago (21+ words) Seeking Alpha Invest smarter in volatile markets LATEST AI TECH STOCK ANALYSIS...
Page 353 | Latest AI Tech Stock Ideas & Analysis Articles
23+ hour, 42+ min ago (21+ words) Seeking Alpha Invest smarter in volatile markets LATEST AI TECH STOCK ANALYSIS...
Market Valuation: Is The Market Still Overvalued?
17+ hour, 23+ min ago (23+ words) Market valuation indicators show the S&P 500 is overvalued by 121% to 227% based on August 2026 monthly data. Read more here....
Larry Ellison cancels $7.5B Oracle share sale plan (ORCL:NYSE)
14+ hour, 47+ min ago (57+ words) Seeking Alpha Oracle Executive Chairman Larry Ellison has canceled a plan to sell up to 50 million shares of Oracle common stock, or $7.5B worth of stock at the current price, with no shares sold under the trading plan, the company said....