AMZN:CC News and Press, AMAZON.COM CDR From 03/02/26

2026-03-02 10:49:38 ET It was striking to see software stocks plunging last Monday on a report from a little-known research firm. To be fair, they do say it is a scenario and not a prediction. Even for a scenario, though, it seems to sidestep fundamental macroeconomic principles. This h...

2026-02-28 11:30:00 ET Nvidia: What More Do Investors Want? What more do investors want from Nvidia Corporation ( NVDA )? After what I thought was an impressive earnings release that could hold its own among the best of beat and raise results for the last quarter, the market...

2026-02-28 10:04:43 ET In late November, I upgraded Amazon.com, Inc. ( AMZN ) to a hold rating as AWS growth reaccelerated and the valuation was deemed fair. However, due to soft guidance and stiff competition in the cloud services space, I decided to remain cautious. As you can...

2026-02-28 08:15:00 ET Ladies and gentlemen, it's BDC week. ( Cue applause .) I own what I consider to be the five highest quality business development companies ("BDCs"), and now they have finally all reported Q4 2025 earnings results.... Read the full article on Seeking ...

2026-02-27 12:23:08 ET Written by Nick Ackerman, co-produced by Stanford Chemist ... Read the full article on Seeking Alpha For further details see: MCN: Falls To A Discount, But Not Quite A Bargain Yet

2026-02-26 09:41:45 ET MercadoLibre ( MELI ) is a company we have followed for a long time, even before its IPO in 2008. The company is building an impenetrable moat in areas with enormous growth and abundant opportunities, and we wrote in a prior article on MercadoL...

2026-02-25 18:00:10 ET In the latest investing experts podcasts I participated in, I mentioned that I expected Nvidia Corporation's ( NVDA ) outlook for the next quarter to be better than the market expected, especially given the huge CapEx of Big Tech companies (check it here )...

2026-02-25 17:44:28 ET Written by Nick Ackerman, co-produced by Stanford Chemist Since our last update for BlackRock Enhanced Large Cap Core Fund ( CII ), we've seen some very strong total returns. This was aided by the fund going from a discount to a premium. The fund a...

2026-02-25 07:30:00 ET This article was written by Kody Kester (Kody's Dividends). As an investor and an analyst, my job is to own/cover quality businesses where there is a divergence between fundamentals and sentiment. When I refer to quality, I mean leading companies with promisin...

2026-02-24 19:15:00 ET The following segment was excerpted from the Harding Loevner Emerging Markets Equity Composite Q4 2025 Commentary. ... Read the full article on Seeking Alpha For further details see: Emerging Markets And The AI Surge