Seeking Alpha1d agoBuenaventura outlines San Gabriel path to 3,000 tpd and 85% recovery by 2028 while approving $0.5508 interim dividendBuenaventura Q3 2026 earnings: revenue, EBITDA, and cash surged as San Gabriel ramp-up faced constraints.1d ago
Seeking Alpha1d agoSandisk: It Is Never Good EnoughSandisk delivered a blowout fiscal Q1 2027, with $11.03B revenue and $49.51 adjusted EPS, far surpassing expectations.1d ago
Seeking Alpha1d agoFederated Hermes Expects $7B MDT Equity Additions as $6.5B Pipeline Is Set to FundA further $6.5B in pipeline funding is set to be in place over the next two quarters. The amount is additional pipeline funding.1d ago
Seeking Alpha1d agoAmazon Has Just Shared A GameChanging Guidance For Its Cloud Business (Upgrade)Amazon.com, Inc. stock fell sharply, but AWS growth, margin recovery, and AI investments support a strong buy case. Click for this AMZN earnings update.1d ago
Seeking Alpha1d agoAlphabet’s PostEarnings Plunge: Why Google Remains A Quant Hold Amid Tech Selloff (GOOGL)Alphabet’s earnings miss and cash burn spooked investors. Explore why its stretched valuation keeps Seeking Alpha’s Quant Rating at Hold despite strong AI growth.1d ago
Seeking Alpha2d agoAgnico Eagle plans 20%-30% output growth, targeting above 4 million oz/year in early-to-mid 2030sThe target is annual production above 4 million ounces by the early 2030s. Q3 cash flow was solid, but cost pressures increased.2d ago
Seeking Alpha2d agoBunge maintains 2026 adjusted EPS at $9.25$9.75 as projects ramp and net interest expense outlook rises to $640M$670MBunge Q3 2026 earnings: EPS rose, guidance held, and Viterra synergies grew despite volatility.2d ago
Seeking Alpha2d agoMicrosoft posts 18.8% revenue growth as Rule of 40 score hits 58.4Microsoft reported 18.8% year-over-year revenue growth and a 39.6% net profit margin in its fiscal first quarter, lifting its Rule of 40 score to 58.4. The score reflects a strong balance between growth and profitability under the strictest version of the metric. Capital expenditure continued to climb in the quarter, giving investors reason for concern. Offsetting that pressure are the expanding Rule of 40 score and the strength of Microsoft's balance sheet.2d ago
Seeking Alpha2d agoAnthropic (ANT) Prospectus Arrives With a Personal View on IPO ValuationThe company's expenses declined as a share of revenue. Compute costs, its largest cost, fell from more than 250% of revenue to 48%.2d ago