Within a few short months, the software sector has gone from being one of the hottest industries to invest in to one of the cheapest. Bargains now abound in the sector, but of course there's aWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has be ...

FS KKR Capital Corp. ( FSK ) is one of my first business development companies, or BDCs, that I have covered here on the Seeking Alpha platform. Back in December 2023, I issued a bullishRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-leve ...

While crypto exchange-traded funds came to market in January 2024 with Bitcoin ETFs, it has taken continued regulatory approvals and time for additional crypto ETFs to emerge. Investors and traders alike can now buyI am an individual investor and analyst. Over the last 10 years, I have managed my own portfolio, focusing on thematic ETF cyclicality and value-oriented investments. I try to remain relatively agnostic to the investment opportunities I write about here, allowing myself to research anything that ...

Core Insights - Roku, Inc. is a significant player in the streaming video industry, known for its user-friendly interface and diverse content offerings, despite facing competition from Amazon and Netflix [1] - An analyst from Stifel Nicolaus has set a price target of $160 for Roku, indicating a potential increase of approximately 62.59% from its current stock price of $98.41 [2] - Roku has achieved profitability for the first time since 2021, ending a three-year period of financial losses due to strategic investments in digital advertising and cost-cutting measures [3] Stock Performance - Roku's current stock price is approximately $96.89, reflecting a slight decrease of 1.54% or $1.52, with fluctuations between $95.57 and $98.30 during the trading day [4] - Over the past year, Roku's stock has experienced significant volatility, with a high of $116.66 and a low of $52.43 [4] Market Position - Roku's market capitalization is around $14.28 billion, indicating its substantial presence in the streaming industry [5] - The trading volume for Roku today is approximately 427,050 shares, demonstrating active investor interest [5]

AI Arms Race Without Picking Winners[Michael Williams | Dec 14, 2025 at 1:25 PM EST The AI infrastructure buildout is accelerating across semiconductors, cloud computing, and software applications. Identifying which companies will dominate five years…]## An Emerging Markets ETF Soared 50% Without Owning a Single Chinese Stock[Austin Smith | Feb 13, 2026 at 10:45 AM EST Most emerging market ETFs are built around the same assumption: that China's economy and equity markets will drive returns for…]## Top Gaini ...

Question-and-Answer SessionSanjit SinghMorgan Stanley, Research Division Awesome. So before we get into it, real quickly, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. So let's get into it. I think in this environment where there's a lot of things going on across software, across supply chains, global political activities going on, I think a lot of people getting back to like sort of first principle thinking and like what t ...

Question-and-Answer SessionBrad O'ConnorChief Financial Officer Sure. So I mean, our CEO, Ara, has been part of those conversations with some of the other CEOs in the industry. Any regulatory changes that would improve affordability and make the opportunity for people to buy homes better would be -- we would certainly support and would love to see that. Whether there is some -- I don't think, and I don't think Ara thinks there's some silver bullet out there that's going to solve this problem. There's been ...

PresentationOkay. Great. Well, welcome to Morgan Stanley's Annual TMT Conference. My name is Justin Lang. I'm a Space Tech Analyst at Morgan Stanley, part of the A&D research franchise here. Delighted to kick off our firesides for this conference with Gogo and especially thrilled to have CEO, Chris Moore; and CFO, Zach Cotner, up here with us. So welcome both.Justin LangMorgan Stanley, Research Division Before we begin, I do have to read some disclosures. For important disclosures, please see the Morgan Sta ...

PresentationWelcome to the 47th Annual Raymond James Institutional Investors Conference. My name is Jayson Bedford. I cover the med tech sector here at Ray Jay. It's really my privilege to introduce DexCom. We have the company's CFO, Jereme Sylvain, DexCom has been a loyal participant at this conference for many years. So Jereme, thank you for your participation, and thank you all for coming. So with that, I'll pass it over to Jereme.Jereme SylvainExecutive VP, CFO & Chief Accounting Officer All right. Than ...

BOSTON, March 02, 2026 (GLOBE NEWSWIRE) -- Block & Leviton announces that a securities fraud lawsuit has been filed against uniQure N.V. (Nasdaq: QURE) and certain of its executives. Investors who have lost money in their uniQure N.V.investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/qure. What is this all about? Shares of uniQure fell over 35% on March 2, 2026, after the U.S. FDA said the clinical data supportin ...