The wheat complex is trading with midday gains across the three exchanges. Chicago SRW futures are up 10 to 12 cents across most contracts. KC HRW futures are 6 to 7 cents higher so far on Monday. MPLS spring wheat is up 3 to 4 cents at midday. Monday morning’s...
The wheat complex is trading with midday gains across the three exchanges. Chicago SRW futures are up 10 to 12 cents across most contracts. KC HRW futures are 6 to 7 cents higher so far on Monday. MPLS spring wheat is up 3 to 4 cents at midday. Monday morning’s...
Lean hog futures are showing 15 to 62 cent gains in the front months on Monday. USDA’s national base hog price was not reported on Monday morning due to light volume. The CME Lean Hog Index was down 15 cents on April 16 at $90.51. Managed money slashed another 10,174...
Lean hog futures are showing 15 to 62 cent gains in the front months on Monday. USDA’s national base hog price was not reported on Monday morning due to light volume. The CME Lean Hog Index was down 15 cents on April 16 at $90.51. Managed money slashed another 10,174...
Corn futures are trading with contracts 3 to 5 cents higher across the front months on Monday. The CmdtyView national average Cash Corn price is up 4 3/4 cents at $4.16 1/2. USDA’s FGIS tallied corn export shipments at 1.669 MMT (65.7 mbu) during the week ending on April 16....
Corn futures are trading with contracts 3 to 5 cents higher across the front months on Monday. The CmdtyView national average Cash Corn price is up 4 3/4 cents at $4.16 1/2. USDA’s FGIS tallied corn export shipments at 1.669 MMT (65.7 mbu) during the week ending on April 16....
A planned fight among young people escalated into a mass shooting at a North Carolina park on Monday morning that left two people dead, authorities said. The shooting happened at around 10am local time at Leinbach Park, which is near Jefferson Middle School, Winston-Salem police said in a social media post. Several people were shot, including two fatally, the North Carolina State Bureau of Investi...
A planned fight among young people escalated into a mass shooting at a North Carolina park on Monday morning that left two people dead, authorities said. The shooting happened at around 10am local time at Leinbach Park, which is near Jefferson Middle School, Winston-Salem police said in a social media post. Several people were shot, including two fatally, the North Carolina State Bureau of Investigation said in a statement. Winston-Salem police Assistant Chief Jason Swaim said two juveniles had...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Broadcom ( AVGO ) has had a fantastic past five years with it being able to rapidly scale its topline through both efficient and effective acquisitions, most notably VMWare which is the industry standard for virtual servers. But the narrative has shifted for a company focusing on M&A and more towards a company now supplying the data tra...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Broadcom ( AVGO ) has had a fantastic past five years with it being able to rapidly scale its topline through both efficient and effective acquisitions, most notably VMWare which is the industry standard for virtual servers. But the narrative has shifted for a company focusing on M&A and more towards a company now supplying the data transfer between GPUs and data centers with networking chips. It looks to be a first move market right now and AVGO has the headstart. I can see the comparison to NVIDIA ( NVDA ) a few years ago, and the market seems to see the same. Whether AVGO can live up to the hype will come down to whether it can establish the same dominant market position as NVDA has so far. I think it’s very unlikely when competition is now coming from every angle, and even possibly a long-term customer and its own partnering company NVDA. I’m skeptical of the market enthusiasm right now. Besides, the valuation seems stretched and some of the capital allocations raise questions too. I'm rating AVGO a Hold for now. Operational Overview AVGO is a chipmaker but differs quite a bit from the ones people normally think of, like Advanced Micro Devices ( AMD ) or NVDA. Production wise, or lack thereof is similar. AVGO is a fabless chipmaker but rather than focusing on making the chips that power the “AI renaissance”, it instead works more with the networking side. This is the part where the massive amount of data being processed in data centers is used to transfer and send it. AVGO is the airline for data centers I guess could be a crude way of looking at this. At least this is where the main market consensus seems to be at right now. AVGO is one of the best examples of what happens when a company invests heavily in building out its portfolio and not being scared of issuing debt to fund top line growth through acquisitions. People were rightly concerned when AVGO acquired VMWare in 2023 for $61 billion , leadi...
The US government today opened an online portal for submitting tariff refund requests, two months after the Supreme Court ruled that President Trump illegally imposed the International Emergency Economic Powers Act (IEEPA) tariffs. The refunds will be paid to importers and customs brokers, while consumers who paid higher prices because of the tariffs won't necessarily get anything back. US Customs...
The US government today opened an online portal for submitting tariff refund requests, two months after the Supreme Court ruled that President Trump illegally imposed the International Emergency Economic Powers Act (IEEPA) tariffs. The refunds will be paid to importers and customs brokers, while consumers who paid higher prices because of the tariffs won't necessarily get anything back. US Customs and Border Protection (CBP) opened the Consolidated Administration and Processing of Entries (CAPE) portal for IEEPA refunds. "Importers and authorized customs brokers can now file their CAPE Declarations," said a CBP bulletin issued today . Over 330,000 importers paid a total of $166 billion in IEEPA duties as of March 4, a March 6 court filing by a CBP trade office official said. Despite moving ahead with the portal to comply with the Supreme Court ruling, it appears the Trump administration is looking into how it can avoid paying back the entire $166 billion. Read full article Comments
Government amendment to children’s wellbeing and schools bill to replace existing guidance with statutory ban A ban on mobile phones in schools in England is to be introduced by the government to ensure that “critical safeguarding legislation” is passed. The government will table an amendment to the children’s wellbeing and schools bill in the House of Lords after the bill was held up by peers on ...
Government amendment to children’s wellbeing and schools bill to replace existing guidance with statutory ban A ban on mobile phones in schools in England is to be introduced by the government to ensure that “critical safeguarding legislation” is passed. The government will table an amendment to the children’s wellbeing and schools bill in the House of Lords after the bill was held up by peers on opposition benches. Continue reading...
Boy died aged 13 months after ‘routine abuse’ by Jamie Varley and his partner, John McGowan-Fazakerley, jury hears A baby boy was “routinely ill-treated, sexually abused and physically assaulted” before he was killed by a secondary school teacher adopting him, a jury has heard. Jamie Varley, the teacher, 37, and his partner, John McGowan-Fazakerley, 32, were in the process of adopting Preston Dave...
Boy died aged 13 months after ‘routine abuse’ by Jamie Varley and his partner, John McGowan-Fazakerley, jury hears A baby boy was “routinely ill-treated, sexually abused and physically assaulted” before he was killed by a secondary school teacher adopting him, a jury has heard. Jamie Varley, the teacher, 37, and his partner, John McGowan-Fazakerley, 32, were in the process of adopting Preston Davey. Continue reading...
Douglas Rissing/iStock Unreleased via Getty Images JetBlue Airways ( JBLU ) CEO Joanna Geraghty reassured employees in an internal memo that the carrier is not considering filing for bankruptcy protection this year. The comments were in reaction to speculation that the high cost of jet fuel would pressure the company's liquidity. Geraghty noted that JetBlue ( JBLU ) has sufficient access to additi...
Douglas Rissing/iStock Unreleased via Getty Images JetBlue Airways ( JBLU ) CEO Joanna Geraghty reassured employees in an internal memo that the carrier is not considering filing for bankruptcy protection this year. The comments were in reaction to speculation that the high cost of jet fuel would pressure the company's liquidity. Geraghty noted that JetBlue ( JBLU ) has sufficient access to additional capital, including a recent $500M loan backed by aircraft, with an option to raise another $250M. In 2025, JetBlue (JVLU) posted a net loss of about $602M with operating revenue around $9.1B and liquidity of $2.5B, indicating pressure but not an immediate liquidity crisis. The speculation about JetBlue's ( JBLU ) financial position ramped up after founder David Neeleman publicly warned that if jet fuel prices average about $4.50 per gallon, JetBlue ( JBLU ) could lose around $1.3B in 2026. Shares of JetBlue ( JBLU ) are up 28% on a year-to-date basis, indicating confidence from many investors. However, short interest on JetBlue ( JBLU ) stands at 18% of the total float. More on JetBlue Airways JetBlue: A Risky Bet In A Fragile Sky JetBlue Airways Corporation (JBLU) Presents at JPMorgan Industrials Conference 2026 - Slideshow JetBlue Airways Corporation (JBLU) Presents at JPMorgan Industrials Conference 2026 Transcript Oil slump fuels travel sector rally; airlines and cruise stocks outperform Congressman calls on airline CEOs to lower prices when fuel costs drop
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Baron Capital Co-President & Portfolio Manager Michael Baron and Apollo Management Partner Andrew Gosden. (Source: Bloomberg)
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Baron Capital Co-President & Portfolio Manager Michael Baron and Apollo Management Partner Andrew Gosden. (Source: Bloomberg)
Director Kang Jyh Lee reported the sale of 10,000 shares of Photronics (NASDAQ:PLAB) on April 15, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($45.10); post-transaction value based on April 15, 2026 market close ($45.10). *1-year performance calculated using April 15, 2026 as the reference date. Continue reading
Director Kang Jyh Lee reported the sale of 10,000 shares of Photronics (NASDAQ:PLAB) on April 15, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($45.10); post-transaction value based on April 15, 2026 market close ($45.10). *1-year performance calculated using April 15, 2026 as the reference date. Continue reading
Andrii Yalanskyi/iStock via Getty Images The following segment was excerpted from the Saga Partners Q1 2026 Investor Letter. A steep decline in a stock price can reflect a real decline in business value, but it does not automatically mean something is broken or permanently impaired. Rather, it is a prompt to reexamine the thesis and ask whether the market's criticism is correct, exaggerated, or mi...
Andrii Yalanskyi/iStock via Getty Images The following segment was excerpted from the Saga Partners Q1 2026 Investor Letter. A steep decline in a stock price can reflect a real decline in business value, but it does not automatically mean something is broken or permanently impaired. Rather, it is a prompt to reexamine the thesis and ask whether the market's criticism is correct, exaggerated, or mistaken in light of the business's underlying economics and competitive dynamics. The clearest current example in the Saga Portfolio is The Trade Desk ( TTD ), which is facing the greatest market skepticism and has experienced one of the largest drawdowns among our holdings. The Saga Portfolio first bought shares in 2017 based on the thesis that programmatic ad buying would grow, demand-side platforms (DSPs) would consolidate into a small number of scaled winners, and one of those winners would be an independent platform. More than eight years later, the main elements of that thesis have largely been borne out. The Trade Desk emerged as the leading scaled independent DSP, while revenue, earnings, and market value grew substantially. In 2025, however, The Trade Desk's growth slowed. It is therefore reasonable for the market to question whether the slowdown is temporary or whether something more structural has changed, especially given how much expected growth had previously been built into the valuation. The market's main concerns have centered on increasing competition, particularly from Amazon's DSP, and the possibility that AI could weaken the position of companies like The Trade Desk. While these risks should be taken seriously, neither the competitive threat from a walled-garden DSP nor the potential impact of AI is new, and I do not think recent developments materially change the long-term thesis. What has changed is that The Trade Desk's slower growth over the past year has led the market to attribute more of that slowdown to those risks rather than to near-term headwi...
Использую только собственные снимки, сделанные на фотоаппараты разных производителей/iStock via Getty Images When I first discussed the Global X Uranium ETF ( URA ) , the primary argument was that artificial intelligence could cause investors to drastically change their thinking toward the energy sector , and, specifically, nuclear was the most viable alternative to address this issue. I believe t...
Использую только собственные снимки, сделанные на фотоаппараты разных производителей/iStock via Getty Images When I first discussed the Global X Uranium ETF ( URA ) , the primary argument was that artificial intelligence could cause investors to drastically change their thinking toward the energy sector , and, specifically, nuclear was the most viable alternative to address this issue. I believe this premise was valid then and remains valid today. Seeking Alpha However, as of today, my thesis for URA seems even stronger, simply because it has evolved from an AI-focused investment within the energy sector into a structural investment thesis. In fact, there are three additional tangible factors that support the thesis: A uranium market that currently appears to remain undersupplied; An increasingly transparent reactor build-out pipeline across multiple regions; A still relatively fragile nuclear fuel cycle relative to how many investors appear to perceive this reality. Thus, I continue to maintain a "Strong Buy" recommendation on URA. As before, the ETF still represents one of the simplest means through which investors can access this particular theme via publicly traded vehicles. The critical distinction, however, is that uranium prices are no longer driven by singular narratives. They have been bolstered by energy security concerns, policy momentum, and a still unaddressed supply/demand equilibrium. In this article, I'll update the thesis, starting with the structural deficit between uranium supply and demand. Secondly, a discussion of the acceleration of the global nuclear buildout pipeline. Thirdly, a discussion of the continued underestimation of the fragility of the nuclear fuel chain. So, if you are new to this sector and/or this ETF, this article will serve as a comprehensive primer. What Has Changed Since My Previous Articles on URA? I wrote about the URA ETF previously, along with covering this sector. I am optimistic about it (not just because I have been p...