BWX Technologies: Great Company But Priced To Perfection

Seeking Alpha - Wed, 04/29/2026 - 23:45

Madison Mid Cap Fund Q1 2026 Investment Strategy Letter

Seeking Alpha - Wed, 04/29/2026 - 23:45

Mesoblast reports Q1 results

Seeking Alpha - Wed, 04/29/2026 - 23:42

Compañía de Minas Buenaventura GAAP EPS of $1.32, revenue of $624.6M misses by $26.9M

Seeking Alpha - Wed, 04/29/2026 - 23:40

Anthropic eyes fresh funding at $900B valuation, set to surpass OpenAI - report

Seeking Alpha - Wed, 04/29/2026 - 23:38

SoftBank’s $40B loan for OpenAI stake draws more banks: report

Seeking Alpha - Wed, 04/29/2026 - 23:35

Commodities: Oil Spikes With No U.S.-Iran Resolution In Sight

Seeking Alpha - Wed, 04/29/2026 - 23:35

BNP Paribas SA reports Q1 results; confirms its 2028 targets

Seeking Alpha - Wed, 04/29/2026 - 23:22

Meta forecasts Q2 2026 revenue of $58B to $61B while raising 2026 capex to $125B-$145B

Seeking Alpha - Wed, 04/29/2026 - 23:22

Mattel reiterates 2026 outlook with $1.27-$1.39 adjusted EPS range while targeting ~50% adjusted gross margin

Seeking Alpha - Wed, 04/29/2026 - 23:22

OpenAI tops 10 GW U.S. AI infrastructure milestone just a year after Stargate launch

Seeking Alpha - Wed, 04/29/2026 - 23:16

Ategrity expects Q2 2026 combined ratio in the 87s while targeting direct written premium growth about 20 points above the E&S market

Seeking Alpha - Wed, 04/29/2026 - 23:12

Activist Engine Capital urges KBR to explore sale - WSJ

Seeking Alpha - Wed, 04/29/2026 - 23:07

Alphabet signals 2026 CapEx $180B-$190B while expecting 2027 to rise significantly

Seeking Alpha - Wed, 04/29/2026 - 23:07

Sanderson Design Group plc 2026 Q4 - Results - Earnings Call Presentation

Seeking Alpha - Wed, 04/29/2026 - 23:02

Sanderson Design Group plc 2026 Q4 - Results - Earnings Call Presentation

Seeking Alpha - Wed, 04/29/2026 - 23:01

Politics And The Markets 04/30/26

Seeking Alpha - Wed, 04/29/2026 - 23:00

Thursday’s Economic Calendar

Seeking Alpha - Wed, 04/29/2026 - 23:00

Sanmina: Solid Q2 Beat, Stock Remains A Bargain At Just 19x FY26 P/E

Seeking Alpha - Wed, 04/29/2026 - 22:59

Weitz Investment Management Q1 2026 Commentary

Seeking Alpha - Wed, 04/29/2026 - 22:59

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