• Trending Publications, Blogs, Commentary and News Articles in Stocks and Investing

on: Last Monday
by: Seeking Alpha

Greg Abel's Growing Role in Berkshire's Capital Allocation Strategy

351 Greg Abel is evolving Berkshire Hathaway's capital allocation through a diversified eight-stock strategy focusing on modern economic moats.

on: Last Sunday
by: Seeking Alpha

Catalysts for Global Infrastructure Growth

84 Government policy and the energy transition drive infrastructure growth. Infrastructure ETFs offer diversified exposure and protection against inflation.

on: Last Sunday
by: Seeking Alpha

Lowering Cost of Capital Revitalizes Biotech Valuations

41 The biotechnology sector is growing due to lower cost of capital, increased M&A driven by the patent cliff, and AI-enhanced drug discovery.

on: Last Monday
by: Seeking Alpha

Macroeconomic Tension: Inflation vs. Monetary Policy

25 Inflation and monetary policy drive current market volatility, forcing a pivot from speculative growth toward defensive assets and strict risk management.

on: Last Saturday
by: Seeking Alpha

Alphabet's Economic Moat Attracts Berkshire Hathaway

19 Berkshire Hathaway invested in Alphabet, citing its economic moat and AI integration as evidence of its role as a stable digital utility.

on: Last Saturday
by: Seeking Alpha

SanDisk: A Strategic Value Play in AI Storage

14 SanDisk offers value via NAND flash technology, essential for AI data center efficiency and the rise of AI-integrated consumer devices.

on: Last Saturday
by: Seeking Alpha

Fed Rhetoric and Monetary Policy Volatility

13 Market volatility persists as the Federal Reserve balances monetary policy against sticky core inflation, affecting Treasury yields and equity rotations.

on: Last Wednesday
by: Seeking Alpha

The Power of Compounding for Exponential Growth

8 Success in long-term investing requires leveraging compounding and intrinsic value while exercising endurance to avoid the pitfalls of active management.

on: Last Wednesday
by: Seeking Alpha

Intel's Earnings Beat Fails to Boost Stock Price

4 Heavy CapEx for the foundry strategy and competition in AI silicon outweigh recent earnings beats in current market sentiment.

on: Last Wednesday
by: Seeking Alpha

Understanding the Fundamentals of Dividend Income in Real Estate

3 REITs provide dividend income by distributing most earnings, with sustainability measured by FFO and valuations influenced by interest rates.

on: Last Wednesday
by: Seeking Alpha

The HBM Catalyst: Addressing the AI Hardware Bottleneck

3 Temasek's investment in Samsung and SK Hynix targets High Bandwidth Memory (HBM) to leverage the AI hardware surge, impacting the KOSPI index.

on: Last Wednesday
by: Seeking Alpha

The Rise of Space-as-a-Service

1 Reusable rockets enable Space-as-a-Service, shifting focus toward orbital connectivity and lunar infrastructure to build a sustainable space economy.