Tracking David Tepper's Appaloosa Management Portfolio - Q2 2026 Update

Seeking Alpha - Tue, 08/25/2026 - 19:55

QumulusAI outlines 18 MW HPC capacity plan by year-end 2026 as signed contract value reaches $282.5M

Seeking Alpha - Tue, 08/25/2026 - 19:29

Semtech projects $410M Q3 FY2027 revenue with 45% sequential data center growth as cellular module divestiture advances

Seeking Alpha - Tue, 08/25/2026 - 19:20

Perseus Mining Limited 2026 Q4 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 08/25/2026 - 19:19

Mastercard: Compelling DCF Valuation, Forward P/E, And Remarkable Growth Profile

Seeking Alpha - Tue, 08/25/2026 - 19:11

Box projects FY 2027 revenue of $1.29B as Enterprise Advanced adoption drives 106% net retention

Seeking Alpha - Tue, 08/25/2026 - 19:10

Oil prices add to losses as Iran, Oman in talks to temporarily reopen Strait of Hormuz

Seeking Alpha - Tue, 08/25/2026 - 18:50

Intuit expects FY2027 revenue of $23.279B-$23.512B as it shifts investment toward new customer growth

Seeking Alpha - Tue, 08/25/2026 - 18:40

Electromed outlines $1.05M-$1.15M fiscal 2027 home care revenue per rep target while CEO plans April 2027 retirement

Seeking Alpha - Tue, 08/25/2026 - 18:29

UNIQA Insurance Group AG 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 08/25/2026 - 18:06

Hua Medicine (Shanghai) Ltd. 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 08/25/2026 - 18:04

G City Ltd 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 08/25/2026 - 18:03

Exxaro Resources Limited 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 08/25/2026 - 18:02

ARC Resources' Final Chapter: Inside The $16.4 Billion Shell Acquisition

Seeking Alpha - Tue, 08/25/2026 - 18:01

Telekom Malaysia Berhad 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 08/25/2026 - 18:01

Bumrungrad Hospital Public Company Limited 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 08/25/2026 - 18:01

Chatham Lodging Trust: Narrower Discount, Still A Buy

Seeking Alpha - Tue, 08/25/2026 - 17:46

Bloom Energy: I Underestimated How Fast This Scales

Seeking Alpha - Tue, 08/25/2026 - 17:40

SoFi: The Everything App Thesis Is Playing Out

Seeking Alpha - Tue, 08/25/2026 - 17:33

Scales Corporation Limited 2026 Q2 - Results - Earnings Call Presentation

Seeking Alpha - Tue, 08/25/2026 - 17:30

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