Key PointsLeClair Wealth Partners sold 398,454 shares of FIXD in the first quarter; the estimated trade value was $17.64 million based on quarterly average prices.
Key PointsLeClair Wealth Partners sold 398,454 shares of FIXD in the first quarter; the estimated trade value was $17.64 million based on quarterly average prices.
Soybeans are down 8 to 12 cents in the front months on Tuesday. There were 110 contracts deliveries overnight in May soybeans. The cmdtyView national average Cash Bean price is down 10 3/4 cents at $11.44 1/2. Soymeal futures are down 60 cents to $2.20 higher on the session, with...
Soybeans are down 8 to 12 cents in the front months on Tuesday. There were 110 contracts deliveries overnight in May soybeans. The cmdtyView national average Cash Bean price is down 10 3/4 cents at $11.44 1/2. Soymeal futures are down 60 cents to $2.20 higher on the session, with...
The wheat complex is trading with losses across three markets. Chicago SRW futures are down 11 to 14 ¾ cents at midday. KC HRW futures are 7 to 9 cents in the red on Tuesday. There were 39 deliveries noted for May KC wheat overnight. MPLS spring wheat are 5...
The wheat complex is trading with losses across three markets. Chicago SRW futures are down 11 to 14 ¾ cents at midday. KC HRW futures are 7 to 9 cents in the red on Tuesday. There were 39 deliveries noted for May KC wheat overnight. MPLS spring wheat are 5...
Cotton futures are trading with 134 to 265 point gains on Tuesday. The US dollar index is $0.068 higher at $98.330. Crude oil is down $4.35 to $102.07. NASS Crop Progress data showed 21% of the US cotton crop planted as of May 3, which was 2 percentage points ahead...
Cotton futures are trading with 134 to 265 point gains on Tuesday. The US dollar index is $0.068 higher at $98.330. Crude oil is down $4.35 to $102.07. NASS Crop Progress data showed 21% of the US cotton crop planted as of May 3, which was 2 percentage points ahead...
Lean hog futures are 75 to 85 cents higher in the front months on Tuesday. USDA’s national base hog price was not reported on Tuesday mornind due to packer submission issues. The CME Lean Hog Index was back down 27 cents on May 1 at $91.03. Monthly trade data from...
Lean hog futures are 75 to 85 cents higher in the front months on Tuesday. USDA’s national base hog price was not reported on Tuesday mornind due to packer submission issues. The CME Lean Hog Index was back down 27 cents on May 1 at $91.03. Monthly trade data from...
Live cattle futures are trading 92 cents to $2.27 higher so far on Tuesday. Cash trade from last week finished out near $256-257. It has been quiet so far this week. Feeder cattle futures are $4 to $5 higher in bounce back Turnaround Tuesday action. The CME Feeder Cattle Index...
Live cattle futures are trading 92 cents to $2.27 higher so far on Tuesday. Cash trade from last week finished out near $256-257. It has been quiet so far this week. Feeder cattle futures are $4 to $5 higher in bounce back Turnaround Tuesday action. The CME Feeder Cattle Index...
Corn futures are trading with 5 to 8 cent losses so far on Tuesday. There were 35 deliveries issued against May corn overnight. The CmdtyView national average Cash Corn price is 5 1/2 cents lower on the day to $4.37 1/2. NASS Crop Progress data showed the US corn crop...
Corn futures are trading with 5 to 8 cent losses so far on Tuesday. There were 35 deliveries issued against May corn overnight. The CmdtyView national average Cash Corn price is 5 1/2 cents lower on the day to $4.37 1/2. NASS Crop Progress data showed the US corn crop...
Sandwell Labour MPs write to borough Reform leader after alleged posts by Stuart Prior Labour MPs have called for a Reform UK election candidate in Essex to be suspended after he allegedly celebrated the rape of two Sikh women in the Midlands. A joint investigation by The Mirror and the anti-racism campaign group Hope Not Hate alleged Stuart Prior, who is standing for Reform in Rayleigh West (for ...
Sandwell Labour MPs write to borough Reform leader after alleged posts by Stuart Prior Labour MPs have called for a Reform UK election candidate in Essex to be suspended after he allegedly celebrated the rape of two Sikh women in the Midlands. A joint investigation by The Mirror and the anti-racism campaign group Hope Not Hate alleged Stuart Prior, who is standing for Reform in Rayleigh West (for Essex county council) as well as Sweyne Park and Grange (for Rochford district council), had made a string of racist comments on social media in the past few months. This included declaring white people the “master race” and calling Muslim people “rats”. Continue reading...
The question for retirement-focused investors right now is simple: own Alphabet (NASDAQ:GOOGL) or NVIDIA (NASDAQ:NVDA)? Google’s decision to sell its Tensor Processing Units (TPUs) directly to enterprise customers reframes the AI compute race, and it changes the risk math on the most crowded trade in the market. One of these stocks belongs in a retirement ... Google Moves to Sell TPUs Directly: A ...
The question for retirement-focused investors right now is simple: own Alphabet (NASDAQ:GOOGL) or NVIDIA (NASDAQ:NVDA)? Google’s decision to sell its Tensor Processing Units (TPUs) directly to enterprise customers reframes the AI compute race, and it changes the risk math on the most crowded trade in the market. One of these stocks belongs in a retirement ... Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA’s AI Compute Dominance
Earnings Call Insights: Westlake Corporation (WLK) Q1 2026 Management View Jean-Marc Gilson (President, CEO & Director) said Westlake delivered “$2.7 billion in net sales and EBITDA of $235 million,” and described a late-quarter inflection in PEM as “the conflict in the Middle East brought about a significant disruption to global supplies of oil, chemical feedstocks and polymers from the Persian G...
Earnings Call Insights: Westlake Corporation (WLK) Q1 2026 Management View Jean-Marc Gilson (President, CEO & Director) said Westlake delivered “$2.7 billion in net sales and EBITDA of $235 million,” and described a late-quarter inflection in PEM as “the conflict in the Middle East brought about a significant disruption to global supplies of oil, chemical feedstocks and polymers from the Persian Gulf.” Gilson said consultants estimate the conflict has disrupted “approximately 10% to 15% of global polyethylene supply and approximately 5% of global PVC resin supply,” adding that “up to 20% of global oil supply is disrupted,” which he said is “supporting higher selling prices and margins for cost-advantaged producers in North America, such as Westlake.” Gilson said HIP was pressured by weather early in the quarter, but improved in March; he stated that “excluding the impact of the SCA acquisition, HIP delivered 10% sequential sales volume growth,” and reiterated confidence that “our 3-pillar profitability improvement plan will deliver the targeted $600 million EBITDA uplift in 2026.” M. Bender (Executive VP & CFO) said, “The decisive actions we took last year to improve our profitability began to meaningfully deliver results in the first quarter of 2026,” and added, “Our footprint optimization actions significantly reduced PEM's fixed cost and returned our Epoxy business to profitability for the first time since 2023.” Gilson announced leadership changes: “on June 15, Jon Baksht will join Westlake Corporation and Westlake Partners LP as Senior Vice President and Chief Financial Officer,” and “Steve Bender will transition to the role of Special Adviser.” Outlook Bender (Executive VP & CFO) updated HIP guidance: “we now expect 2026 revenue and EBITDA margin for our HIP segment to be towards the lower end of our previously communicated ranges of $4.4 billion to $4.6 billion of revenue with EBITDA margin between 19% and 21%, excluding identified items,” citing “the slower-...
Earnings Call Insights: DigitalOcean (DOCN) Q1 2026 Management view "We had an outstanding Q1 2026" and "our momentum is accelerating," with management highlighting that "AI customer ARR grew 221% to $170 million" and "$1 million customer ARR reached $183 million, growing 179% year-over-year" (CEO Padmanabhan Srinivasan). "We launched the DigitalOcean AI native cloud last week, the most significan...
Earnings Call Insights: DigitalOcean (DOCN) Q1 2026 Management view "We had an outstanding Q1 2026" and "our momentum is accelerating," with management highlighting that "AI customer ARR grew 221% to $170 million" and "$1 million customer ARR reached $183 million, growing 179% year-over-year" (CEO Padmanabhan Srinivasan). "We launched the DigitalOcean AI native cloud last week, the most significant product launch in our history" and described it as "five fully integrated layers from silicon to agents" with "0 lock-in" (CEO Srinivasan). "We raised $888 million in equity during Q1" and "secured 60 megawatts of incremental capacity that is slated to ramp throughout 2027, bringing our total committed capacity to 135 megawatts" (CEO Srinivasan). "For 2026, we are increasing our full year revenue growth projection from 21% to approximately 26% year-over-year" and "we are now projecting revenue growth of 50% or more in 2027" (CEO Srinivasan). "Starting with Q1, our results were very strong, and we exceeded the guidance we last provided on all key metrics" (Chief Financial Officer Matt Steinfort). Outlook "For the second quarter of 2026, we expect revenue of $272 million to $274 million" and "we expect non-GAAP diluted net income per share of $0.20 to $0.23" (CFO Steinfort). "For the full year 2026, we are again meaningfully raising our outlook" to "full year 2026 revenue of $1.13 billion to $1.145 billion" and "full year non-GAAP diluted net income per share of $1.10 to $1.20" (CFO Steinfort). "Again, this does not include any projected revenue from the newly committed 60 megawatts" and the company expects "adjusted free cash flow margin will be in the range of 9% to 12%" due to "roughly $100 million cash flow impact in 2026" tied to "nonrecurring start-up costs" (CFO Steinfort). "We now expect 2027 revenue to exceed $1.7 billion, full year growth of 50% or more year-over-year" with "approximately 40% adjusted EBITDA margins and high teens adjusted free cash flow margins" ...
Earnings Call Insights: Palladyne AI Corp. (PDYN) Q1 2026 Management view "Our revenue for the first quarter increased 107% year-over-year to $3.5 million, which was in line with our internal expectations" (CEO Benjamin Wolff), while adding that "revenue for the quarter could have been even better were it not for the federal government shutdown, which temporarily delayed program activity across se...
Earnings Call Insights: Palladyne AI Corp. (PDYN) Q1 2026 Management view "Our revenue for the first quarter increased 107% year-over-year to $3.5 million, which was in line with our internal expectations" (CEO Benjamin Wolff), while adding that "revenue for the quarter could have been even better were it not for the federal government shutdown, which temporarily delayed program activity across several of our defense contracts." "With respect to backlog, we entered Q1 with approximately $13.5 million, recognized $3.5 million in revenue during the quarter and exited with approximately $17 million" (CEO Wolff), and "we added approximately $7 million in new contract awards during the quarter, net of revenue recognized." "We are reiterating our full year 2026 revenue guidance of $24 million to $27 million" (CEO Wolff), and "we expect revenue to grow sequentially each quarter with the growth rate accelerating in the second half of the year as backlog converts and new contracts are awarded." "Our operating cash usage for the quarter came in modestly above our guided range of $8 million to $9 million on average per quarter" (CEO Wolff), citing inventory build for "BRAIN flight computer production," accelerated hiring, and "costs in our manufacturing business to develop and produce first articles" that had not yet moved to full-rate production. "Revenue from the first quarter of 2026 increased 107% to $3.5 million" (CFO Trevor Thatcher), and "within that $3.5 million, product revenue... was $1.7 million" while "engineering services revenue... was $1.8 million." "The most significant operational milestone of the quarter was a demonstration of true heterogeneous autonomous swarming" (CEO Wolff), describing Gremlin-X flying "running our IntelliSwarm product... alongside multiple Red Cat platforms also running our SwarmOS autonomy software." "Matt Muta transitioned from the Board to an operating role during this past quarter, joining us as President of Commercial and Industrial...