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AI Capex Surge, Bottlenecks, And The Race For ROI
Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector. AI CapEx ROI is the defining theme for 2026, w...
Why The U.S. Blockade May Be The Move That Ends The War
It is my view that the U.S. blockade of Iran-bound commercial ships is mainly about regaining leverage for dismantling Iran’s nuclear program and reop...
S&P 500 Rebounds With Iran War Ceasefire, Falling Oil Prices
Investors reacted positively to the after-the-market-close news of a ceasefire between the Iran war combatants on 7 April 2026. The S&P 500 bounced up...
Micron: The Peak Everyone Sees Isn't There
Micron Technology, Inc. remains a Buy as AI-driven memory demand, HBM strength, and margin expansion underpin a robust structural setup. Q2 FY25 saw r...
ServiceNow: Still Trading Richly Above Peers, Correction Is Far From Over
ServiceNow remains a "Sell" despite a 40% YTD decline, as valuation premiums persist and growth offers little alpha over peers. AI poses a risk to NOW...
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