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Editorial illustration: PRIMARY SUBJECT — this editorial photo illustrates a story about CrowdStrike Holdings, Inc., a Software - Infrastructure
AlphaBlog

CrowdStrike Beat. The Stock Shrugged.

CrowdStrike delivered the kind of quarter most software CEOs would frame and hang on the wall. The problem is simpler and harsher: when a great business gets priced like an inevitability, good news stops being enough.

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Market News

Acushnet Holdings: Great Potential As Golf Fever Rises, But Not Great Enough For An Upgrade

Acushnet Holdings: Great Potential As Golf Fever Rises, But Not Great Enough For An Upgrade

Acushnet Holdings Corp. continues to deliver strong operational performance, with Q2 revenue up 13.8% and net income surging to $124.8 million. Management raised 2026 guidance, now expecting $2.65–$2.675 billion in revenue and $450–$470 million EBITDA, reflecting robust industry demand and successful product innovation. Despite sector strength and improved profitability, GOLF remains fairly valued or expensive versus peers on most valuation metrics, limiting upside potential.

Aug 30, 2026 08:00 AM seekingalpha.com
Perpetua: Strong Governmental And Market Support Indicate Considerable Future Upside

Perpetua: Strong Governmental And Market Support Indicate Considerable Future Upside

Perpetua Resources is buoyed by strong financial and political tailwinds as a result of its double gold antimony basket. The EXIM funding proposal has now been approved unanimously by the EXIM board, giving the company enough funding to build its Stibnite Gold Mine on favorable funding terms. The investment profile relies on the accuracy of gold price forecasts and assumes continued political support for critical mineral security, and failure of either are key points of potential vulnerability.

Aug 30, 2026 07:06 AM seekingalpha.com
Trump Ally Says Fed Should Hold Rates Steady

Trump Ally Says Fed Should Hold Rates Steady

Former Trump Senior Economic adviser Stephen Moore is on Bloomberg This Weekend and says inflation remains too high for the Federal Reserve to cut interest rates, breaking with President Donald Trump's repeated calls for lower borrowing costs and arguing the central bank should hold rates steady for now. Moore also warned hosts Christina Ruffini and Bailey Lipschultz that elevated oil prices and the escalating US Canada trade fight pose risks to the economy and Republicans heading into the midterm elections.

Aug 30, 2026 06:40 AM youtube.com

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