Politics And The Markets 04/22/25
https://seekingalpha.com/article/4773650-politics-and-the-markets-042225?source=feed_all_articles
https://seekingalpha.com/article/4773650-politics-and-the-markets-042225?source=feed_all_articles
Seeking Alpha
Politics And The Markets 04/22/25
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site
Why Buying Brookfield Renewable Partners' Preferreds Could Be The Smartest Move In This Market
https://seekingalpha.com/article/4776696-why-buying-brookfield-renewable-partners-preferreds-could-be-smartest-move-in-this-market?source=feed_all_articles
https://seekingalpha.com/article/4776696-why-buying-brookfield-renewable-partners-preferreds-could-be-smartest-move-in-this-market?source=feed_all_articles
Seeking Alpha
Why Buying Brookfield Renewable Partners' Preferreds Could Be The Smartest Move In This Market
Brookfield Renewable Partners' Preferred, BEP.PR.A, offers 8% dividend yield. Click here to read why BEP.PR.A stock is a Buy.
Jinxin Technology: Turning Pages In EdTech, But The Story Isn't Over Yet
https://seekingalpha.com/article/4776697-jinxin-technology-turning-pages-in-edtech-but-the-story-isnt-over-yet?source=feed_all_articles
https://seekingalpha.com/article/4776697-jinxin-technology-turning-pages-in-edtech-but-the-story-isnt-over-yet?source=feed_all_articles
Seeking Alpha
Jinxin Technology: Turning Pages In EdTech, But The Story Isn't Over Yet
Jinxin Technology is revolutionizing education with Namibox app. Read here for an update on NAMI stock's growth, challenges, and future prospects.
Devon Energy: Limited Upside From Natural Gas
https://seekingalpha.com/article/4776699-devon-energy-stock-limited-upside-from-natural-gas-reiterate-hold?source=feed_all_articles
https://seekingalpha.com/article/4776699-devon-energy-stock-limited-upside-from-natural-gas-reiterate-hold?source=feed_all_articles
Seeking Alpha
Devon Energy: Limited Upside From Natural Gas
Devon Energy faces challenges despite higher natural gas prices, with headwinds like debt and recession risks. Learn why DVN gets a Hold rating.
Uber: Tesla Fears Overblown, Now Is The Perfect Time To Buy
https://seekingalpha.com/article/4776700-uber-tesla-fears-overblown-now-is-the-perfect-time-to-buy?source=feed_all_articles
https://seekingalpha.com/article/4776700-uber-tesla-fears-overblown-now-is-the-perfect-time-to-buy?source=feed_all_articles
Seeking Alpha
Uber: Tesla Fears Overblown, Now Is The Perfect Time To Buy
Trump's tariffs benefit Uber by increasing car ownership costs, driving more consumers to ride-hailing services. Read why UBER stock is a Strong Buy.
Western Alliance: Mortgage Headwinds And Credit Cracks Appear In A Mixed Q1
https://seekingalpha.com/article/4776701-western-alliance-stock-mortgage-headwinds-and-credit-cracks-appear-in-mixed-q1-reiterate-hold?source=feed_all_articles
https://seekingalpha.com/article/4776701-western-alliance-stock-mortgage-headwinds-and-credit-cracks-appear-in-mixed-q1-reiterate-hold?source=feed_all_articles
Seeking Alpha
Western Alliance: Mortgage Headwinds And Credit Cracks Appear In A Mixed Q1
Western Alliance faces stock decline and economic challenges in 2025. See why I maintain a hold rating for WAL stock despite a cheap valuation at 8x earnings.
India under tariff pressure to give Amazon and Walmart full market access, FT reports
https://www.investing.com/news/stock-market-news/india-under-tariff-pressure-to-give-amazon-and-walmart-full-market-access-ft-reports-3994517
https://www.investing.com/news/stock-market-news/india-under-tariff-pressure-to-give-amazon-and-walmart-full-market-access-ft-reports-3994517
Investing.com
India under tariff pressure to give Amazon and Walmart full market access, FT reports By Reuters
Walmart-backed Flipkart to shift base back to India from Singapore
https://www.investing.com/news/stock-market-news/walmartbacked-flipkart-to-shift-base-back-to-india-from-singapore-3994519
https://www.investing.com/news/stock-market-news/walmartbacked-flipkart-to-shift-base-back-to-india-from-singapore-3994519
Investing.com
Walmart-backed Flipkart to shift base back to India from Singapore By Reuters
Buyout firm Thoma Bravo nears deal for Boeing's Jeppesen unit, Bloomberg News reports
https://www.investing.com/news/stock-market-news/buyout-firm-thoma-bravo-nears-deal-for-boeings-jeppesen-unit-bloomberg-news-reports-3994496
https://www.investing.com/news/stock-market-news/buyout-firm-thoma-bravo-nears-deal-for-boeings-jeppesen-unit-bloomberg-news-reports-3994496
Investing.com
Buyout firm Thoma Bravo nears deal for Boeing’s Jeppesen unit, Bloomberg News reports By Reuters
Dassault Aviation: More Risk, More Upside On European Defense Recapitalization
https://seekingalpha.com/article/4776702-dassault-aviation-more-risk-more-upside-on-european-defense-recapitalization?source=feed_all_articles
https://seekingalpha.com/article/4776702-dassault-aviation-more-risk-more-upside-on-european-defense-recapitalization?source=feed_all_articles
Seeking Alpha
Dassault Aviation: More Risk, More Upside On European Defense Recapitalization
Dassault Aviation offers a 9% potential upside despite premium valuation. Strong defense exports and earnings growth drive potential. Read more on DUAVF here.
Credo: An Easter Gift From Mr. Market (Rating Upgrade)
https://seekingalpha.com/article/4776703-credo-an-easter-gift-from-mr-market?source=feed_all_articles
https://seekingalpha.com/article/4776703-credo-an-easter-gift-from-mr-market?source=feed_all_articles
Seeking Alpha
Credo: An Easter Gift From Mr. Market (Rating Upgrade)
Credo's revenue growth is accelerating due to strong product adoption by hyperscalers. Learn more about CRDO stock, its technical analysis, and why it is a Buy.
Apple's Next Chapter: Why Services And AI Could Drive The Stock Higher
https://seekingalpha.com/article/4776704-apples-next-chapter-why-services-and-ai-could-drive-the-stock-higher?source=feed_all_articles
https://seekingalpha.com/article/4776704-apples-next-chapter-why-services-and-ai-could-drive-the-stock-higher?source=feed_all_articles
Seeking Alpha
Apple's Next Chapter: Why Services And AI Could Drive The Stock Higher
Apple's strong financials, surging services revenue, and investments in AI and AR drive growth. Read here for an analysis of AAPL stock.
Netflix: Beware Of Delayed Macro Impacts, Sell Here (Rating Downgrade)
https://seekingalpha.com/article/4776705-netflix-stock-q1-beware-of-delayed-macro-impacts-sell-here-downgrade?source=feed_all_articles
https://seekingalpha.com/article/4776705-netflix-stock-q1-beware-of-delayed-macro-impacts-sell-here-downgrade?source=feed_all_articles
Seeking Alpha
Netflix: Beware Of Delayed Macro Impacts, Sell Here (Rating Downgrade)
I'm worried about elevated churn for Netflix, especially as rivals like HBO Max are now priced slightly cheaper. Read why NFLX stock is downgraded to Sell.
5 European stocks to watch this earnings season as Trump's tariffs hit
https://www.cnbc.com/2025/04/22/5-european-stocks-to-watch-this-earnings-season-trump-tariffs.html
https://www.cnbc.com/2025/04/22/5-european-stocks-to-watch-this-earnings-season-trump-tariffs.html
CNBC
5 European stocks to watch this earnings season as Trump's tariffs hit
The scale of President Donald Trump's tariffs has exceeded even the most bearish forecasts — and could impact these five major European firms.
Polaris Global Equity Composite Q1 2025 Commentary
https://seekingalpha.com/article/4776711-polaris-global-equity-composite-q1-2025-commentary?source=feed_all_articles
https://seekingalpha.com/article/4776711-polaris-global-equity-composite-q1-2025-commentary?source=feed_all_articles
Seeking Alpha
Polaris Global Equity Composite Q1 2025 Commentary
The first quarter of 2025 will be remembered for rapid change. U.S. presidential transitions typically focus on achieving one or two major policy objectives in the first 100 days.
S&P Global: An Impressive Information Powerhouse
https://seekingalpha.com/article/4776713-sp-global-impressive-information-powerhouse?source=feed_all_articles
https://seekingalpha.com/article/4776713-sp-global-impressive-information-powerhouse?source=feed_all_articles
Seeking Alpha
S&P Global: An Impressive Information Powerhouse
S&P Global thrives on organic growth, IHS Markit synergy and strong margins, but faces valuation concerns. Read more on SPGI stock here.
As DOGE Disrupts, Atlassian Seems Better Positioned Than ServiceNow
https://seekingalpha.com/article/4776712-as-doge-disrupts-atlassian-stock-seems-better-positioned-than-servicenow-stock?source=feed_all_articles
https://seekingalpha.com/article/4776712-as-doge-disrupts-atlassian-stock-seems-better-positioned-than-servicenow-stock?source=feed_all_articles
Seeking Alpha
As DOGE Disrupts, Atlassian Seems Better Positioned Than ServiceNow
Since hardware companies are directly impacted by tariffs on US exports, turning to software names seems rational. Read why TEAM stock seems better than NOW stock.
Chipotle Q1 Preview: Tariffs Hurt Them (Deep Dive)
https://seekingalpha.com/article/4776710-chipotle-stock-q1-preview-tariffs-hurt-them-deep-dive?source=feed_all_articles
https://seekingalpha.com/article/4776710-chipotle-stock-q1-preview-tariffs-hurt-them-deep-dive?source=feed_all_articles
Seeking Alpha
Chipotle Q1 Preview: Tariffs Hurt Them (Deep Dive)
Companies like Sweetgreen and CAVA Group are eroding Chipotle’s market share, in my opinion. Read why CMG stock is a Strong Sell.
Bicycle Therapeutics: Maybe Underwhelming, But I Don't Think They Should Be This Discounted
https://seekingalpha.com/article/4776716-bicycle-therapeutics-maybe-underwhelming-but-dont-think-they-should-be-this-discounted?source=feed_all_articles
https://seekingalpha.com/article/4776716-bicycle-therapeutics-maybe-underwhelming-but-dont-think-they-should-be-this-discounted?source=feed_all_articles
Seeking Alpha
Bicycle Therapeutics: Maybe Underwhelming, But I Don't Think They Should Be This Discounted
Bicycle Therapeutics targets innovative cancer treatments with potential, like zelenectide pevedotin. Read here for an analysis of BCYC stock.
REZ: Capturing Solid Demand In Healthcare And Self-Storage
https://seekingalpha.com/article/4776714-rez-etf-capturing-solid-demand-healthcare-self-storage?source=feed_all_articles
https://seekingalpha.com/article/4776714-rez-etf-capturing-solid-demand-healthcare-self-storage?source=feed_all_articles
Seeking Alpha
REZ: Capturing Solid Demand In Healthcare And Self-Storage
REZ's top holdings are positioned for continued profitability due to increasing demand and limited supply growth. Read why I'm bullish on the fund.