May arabica coffee (KCK26 ) on Thursday closed down -7.80 (-2.56%), and May ICE robusta coffee (RMK26 ) closed down -54 (-1.53%). Coffee prices fell sharply on Thursday amid pressure from a stronger dollar. The dollar index ($DXY ) recovered from a 6-week low on Thursday and moved higher, sparking...
May arabica coffee (KCK26 ) on Thursday closed down -7.80 (-2.56%), and May ICE robusta coffee (RMK26 ) closed down -54 (-1.53%). Coffee prices fell sharply on Thursday amid pressure from a stronger dollar. The dollar index ($DXY ) recovered from a 6-week low on Thursday and moved higher, sparking...
May NY world sugar #11 (SBK26 ) on Thursday closed up +0.15 (+1.11%), and Aug London ICE white sugar #5 (SWQ26 ) closed up +6.00 (+1.46%). Sugar prices settled higher on Thursday as a +3% rally in crude oil prices (CLK26 ) sparked short covering in sugar futures. Higher crude...
May NY world sugar #11 (SBK26 ) on Thursday closed up +0.15 (+1.11%), and Aug London ICE white sugar #5 (SWQ26 ) closed up +6.00 (+1.46%). Sugar prices settled higher on Thursday as a +3% rally in crude oil prices (CLK26 ) sparked short covering in sugar futures. Higher crude...
Bank First press release ( BFC ): Q1 Non-GAAP EPS of $2.24 misses by $0.11 . Revenue of $63.7M (+47.8% Y/Y) misses by $2M . Shares -1.92% AH. More on Bank First Small-cap stocks with lowest dividend yield grade Seeking Alpha’s Quant Rating on Bank First Historical earnings data for Bank First Dividend scorecard for Bank First Financial information for Bank First
Bank First press release ( BFC ): Q1 Non-GAAP EPS of $2.24 misses by $0.11 . Revenue of $63.7M (+47.8% Y/Y) misses by $2M . Shares -1.92% AH. More on Bank First Small-cap stocks with lowest dividend yield grade Seeking Alpha’s Quant Rating on Bank First Historical earnings data for Bank First Dividend scorecard for Bank First Financial information for Bank First
Big acquisitions are always risky, so it was hardly shocking to see that Chevron 's (NYSE: CVX) $53 billion deal to buy Hess didn't go as smoothly as planned. However, the delays caused by Chevron's main U.S. competitor may have been a good thing. Here's why Chevron's delayed purchase of Hess was close to the perfect outcome. Chevron announced its agreement to buy Hess on Oct. 23, 2023. Almost ins...
Big acquisitions are always risky, so it was hardly shocking to see that Chevron 's (NYSE: CVX) $53 billion deal to buy Hess didn't go as smoothly as planned. However, the delays caused by Chevron's main U.S. competitor may have been a good thing. Here's why Chevron's delayed purchase of Hess was close to the perfect outcome. Chevron announced its agreement to buy Hess on Oct. 23, 2023. Almost instantly, ExxonMobil (NYSE: XOM) threw down a yellow card, calling a foul because it had a business relationship with Hess. It all boiled down to legal language around a large and important joint project. If Exxon was correct, the joint project could have been excluded from the acquisition, effectively killing Chevron's deal. Image source: Getty Images. Continue reading
Arlo Technologies ( ARLO ) ( NYSE: ARLO ) on Thursday said it has completed the acquisition of Aloe Care Health, expanding its software-as-a-service platform into aging-in-place and wellness care services. The deal adds AI-powered medical alert and fall prevention capabilities to Arlo’s offerings, targeting the growing population aged 65 and older. Arlo said the acquisition supports its strategy t...
Arlo Technologies ( ARLO ) ( NYSE: ARLO ) on Thursday said it has completed the acquisition of Aloe Care Health, expanding its software-as-a-service platform into aging-in-place and wellness care services. The deal adds AI-powered medical alert and fall prevention capabilities to Arlo’s offerings, targeting the growing population aged 65 and older. Arlo said the acquisition supports its strategy to expand into new markets and enhance its portfolio of smart home services, with a focus on healthcare and caregiving solutions. Financial terms of the transaction were not disclosed. ARLO +1.35% after hours to $14.99. Source: Press Release More on Arlo Technologies Arlo: Poised To Keep Rallying As Subscribers Grow Arlo Technologies sets $50M stock buyback plan Arlo projects $375M–$385M service revenue in 2026 as partnerships and SaaS model drive outlook
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Moment Capsule Photography/iStock Editorial via Getty Images Introduction With the recent correction in Logitech’s ( LOGI ) share price, I wanted to take a look at the company’s performance in 2025 to see if it would be a good time to start a position. It seems cheap on paper; however, the growth is not very exciting. Even though I am a fan of its products, the current valuation is not appealing. ...
Moment Capsule Photography/iStock Editorial via Getty Images Introduction With the recent correction in Logitech’s ( LOGI ) share price, I wanted to take a look at the company’s performance in 2025 to see if it would be a good time to start a position. It seems cheap on paper; however, the growth is not very exciting. Even though I am a fan of its products, the current valuation is not appealing. The Performance In general, LOGI’s 2025 top-line performance was fine. It wasn’t anything special because, at the end of 2025, its top line grew about 5.9%. The flat Q1 performance in 2025 pushed it down from around 6%+, which was also not great. The consistent positive growth did translate into a smooth upward trajectory overall. Seeking Alpha If we look into the revenue segments in more detail, we can see which ones performed better than others. Here, we can see that Gaming is still the largest revenue contributor, but it is not growing particularly impressively. The standouts are clearly the Tablet Accessories and Pointing Devices, each growing 20.8% and 11.1%, respectively. LOGI 10Q Gaming, for some reason, was noted as a growth engine , but I don’t see it. The management said that gaming sales were near pandemic-high levels, which benefited from innovation that was launched just ahead of the holiday season. In terms of regions, the Americas continue to disappoint, not just for Logitech but for many companies I covered in the past. EMEA saw growth of around 7%, and Asia Pacific grew a respectable 14% on the back of strong sales from China. Looking at the company’s profitability over the last year, we can see that things began to improve from mid-25, with most of the margins higher, except for slight declines in gross margins. The graph may look like it is a big decline; however, it’s only 24 bps. It seems that the company managed to maintain its cost structure, and its operating leverage allowed it to improve profitability overall. Seeking Alpha The company’s premium po...
First Financial Bankshares press release ( FFIN ): Q1 GAAP EPS of $0.50 beats by $0.03 . Revenue of $167M (+12.1% Y/Y) beats by $0.69M . At March 31, 2026, the allowance for credit losses totaled $107.92 million, or 1.30 percent of loans held-for-investment ("loans" hereafter), compared to $105.54 million, or 1.29 percent of loans, at December 31, 2025 and $101.08 million, or 1.27 percent of loans...
First Financial Bankshares press release ( FFIN ): Q1 GAAP EPS of $0.50 beats by $0.03 . Revenue of $167M (+12.1% Y/Y) beats by $0.69M . At March 31, 2026, the allowance for credit losses totaled $107.92 million, or 1.30 percent of loans held-for-investment ("loans" hereafter), compared to $105.54 million, or 1.29 percent of loans, at December 31, 2025 and $101.08 million, or 1.27 percent of loans, at March 31, 2025. More on First Financial Bankshares First Financial Bankshares: Too Expensive To Upgrade, Too Exceptional To Downgrade Seeking Alpha’s Quant Rating on First Financial Bankshares Historical earnings data for First Financial Bankshares Dividend scorecard for First Financial Bankshares Financial information for First Financial Bankshares
Never miss an episode. Follow The Big Take daily podcast today. The atmosphere was grim at this week’s IMF and World Bank spring meetings, as global central bankers grappled with economic shocks from the war in Iran, AI and mounting debt. On today’s Big Take podcast, host David Gura sits down with Stephanie Flanders — Bloomberg’s head of Economics and Politics and host of Trumponomics — and senior...
Never miss an episode. Follow The Big Take daily podcast today. The atmosphere was grim at this week’s IMF and World Bank spring meetings, as global central bankers grappled with economic shocks from the war in Iran, AI and mounting debt. On today’s Big Take podcast, host David Gura sits down with Stephanie Flanders — Bloomberg’s head of Economics and Politics and host of Trumponomics — and senior economic writer Shawn Donnan to discuss the IMF’s revised global growth forecast and whether governments are equipped to contain the next economic crisis. Read more: The World’s Anti-Recession Guardrails Are Weaker Than Ever We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: Visit NSUB to subscribe. This episode was produced by: David Fox; Editors: Jeffrey Grocott; Fact-checker: Eleanor Harrison-Dengate; Sound Design/Engineer: Alex Sugiura; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.
AMERISAFE ( AMSF ) announced on Thursday that it had appointed Guillermo A. Ramos as EVP and CFO, effective May 7, 2026. Ramos currently leads finance strategy at Hiscox US and previously held senior roles there and at Equifax , including VP of Global Consumer Solutions and an international FP&A leadership position. More on AMERISAFE AMERISAFE, Inc. (AMSF) Q4 2025 Earnings Call Transcript Amerisaf...
AMERISAFE ( AMSF ) announced on Thursday that it had appointed Guillermo A. Ramos as EVP and CFO, effective May 7, 2026. Ramos currently leads finance strategy at Hiscox US and previously held senior roles there and at Equifax , including VP of Global Consumer Solutions and an international FP&A leadership position. More on AMERISAFE AMERISAFE, Inc. (AMSF) Q4 2025 Earnings Call Transcript Amerisafe signals sustained premium growth and maintains 72% loss ratio target amid ongoing market competition Seeking Alpha’s Quant Rating on AMERISAFE Historical earnings data for AMERISAFE Dividend scorecard for AMERISAFE
Trevi Therapeutics ( TRVI ) announced an underwritten public offering of $150M in common stock. The company also plans to grant underwriters a 30-day option to purchase up to an additional $22.5M in shares. Proceeds will support development of Haduvio (oral nalbuphine ER), its investigational therapy for chronic cough conditions. More on Trevi Therapeutics Trevi Therapeutics, Inc. (TRVI) Q4 2025 E...
Trevi Therapeutics ( TRVI ) announced an underwritten public offering of $150M in common stock. The company also plans to grant underwriters a 30-day option to purchase up to an additional $22.5M in shares. Proceeds will support development of Haduvio (oral nalbuphine ER), its investigational therapy for chronic cough conditions. More on Trevi Therapeutics Trevi Therapeutics, Inc. (TRVI) Q4 2025 Earnings Call Transcript Trevi Therapeutics: Navigating The 'Catch-22' Of Opioid-Based Cough Control Trevi Therapeutics plans two pivotal phase III trials for IPF-related chronic cough as FDA alignment achieved Trevi Therapeutics GAAP EPS of -$0.06 beats by $0.04 Seeking Alpha’s Quant Rating on Trevi Therapeutics
Douglas Rissing Recession fears are fading—but the cracks might just be getting louder. Data from Polymarket and Kalshi shows the positive trend: U.S. recession odds are falling fast. Polymarket now sees a 28% chance of a U.S. recession by the end of 2026, as odds declined from an earlier high of ~40-45% to the current ~20% level. On the other hand, the Kalshi prediction market puts it even lower ...
Douglas Rissing Recession fears are fading—but the cracks might just be getting louder. Data from Polymarket and Kalshi shows the positive trend: U.S. recession odds are falling fast. Polymarket now sees a 28% chance of a U.S. recession by the end of 2026, as odds declined from an earlier high of ~40-45% to the current ~20% level. On the other hand, the Kalshi prediction market puts it even lower at ~21.4%, down from the 35–40% range seen earlier in early April. U.S. recession odds (Polymarket) Even after a brief spike, markets quickly pulled back—clearly signaling improving confidence. At the same time, expectations of rate cuts are being pushed further out, now seen paused until September 2027. But beneath this calm, pressure is building. According to Global Markets Investor , the U.S. budget deficit rose +2% YoY to $164B in March, beating expectations of $153B. Furthermore, government spending jumped +3.9% to $549B, pushing the FY2026 deficit to $1.17T—the third-worst record for this period. On top of that, ongoing US-Iran tensions are adding uncertainty and extreme fear sentiment in the industry. There is, however, a wildcard. As reported by Eric Daugherty , economist Kevin Hassett believes inflation could fall close to zero if oil prices drop sharply, following any positive momentum in the Iran situation. For markets, it’s a mixed setup. Lower recession risk supports stocks, while softer inflation could help cryptocurrencies like Bitcoin ( BTC-USD ) and Ethereum ( ETH-USD ). The next move now hinges on oil, inflation, and policy timing, but until then volatility isn’t going anywhere. More on U.S. Recession EPU: Not Quite A Pure-Play Peruvian ETF Intercorp Financial Services: Sell-Off Creates Tactical Opportunity Amid Rate Tailwinds And Strategic Expansion (Rating Upgrade) Global Net Lease: Investment Grade 8% Dividend Yield, Coverage Slipping London Stock Exchange seeing a ‘relief transaction trade’ amid Middle East tensions – CEO Avis Budget and Hertz extend t...
(RTTNews) - Stocks fluctuated over the course of the trading session on Thursday but largely maintained a positive bias before ending the day moderately higher. The Nasdaq and the S&P 500 added to the strong gains posted over the few days, reaching new record closing highs.
(RTTNews) - Stocks fluctuated over the course of the trading session on Thursday but largely maintained a positive bias before ending the day moderately higher. The Nasdaq and the S&P 500 added to the strong gains posted over the few days, reaching new record closing highs.
Alcoa press release ( AA ): Q1 Non-GAAP EPS of $1.40 misses by $0.15 . Revenue of $3.19B (-5.3% Y/Y) misses by $80M . Outlook: Alcoa expects 2026 total Alumina segment production and shipments to remain unchanged from its prior projection, ranging between 9.7 to 9.9 million metric tons, and between 11.8 and 12.0 million metric tons, respectively. The difference between production and shipments ref...
Alcoa press release ( AA ): Q1 Non-GAAP EPS of $1.40 misses by $0.15 . Revenue of $3.19B (-5.3% Y/Y) misses by $80M . Outlook: Alcoa expects 2026 total Alumina segment production and shipments to remain unchanged from its prior projection, ranging between 9.7 to 9.9 million metric tons, and between 11.8 and 12.0 million metric tons, respectively. The difference between production and shipments reflects trading volumes and externally sourced alumina to fulfill customer contracts. Alcoa expects 2026 total Aluminum segment production and shipments to remain unchanged from its prior projection, ranging between 2.4 and 2.6 million metric tons, and between 2.6 and 2.8 million metric tons, respectively. Within the second quarter 2026 Alumina Segment Adjusted EBITDA, the Company expects sequential unfavorable impacts of approximately $15 million due to lower price and volumes from bauxite offtake agreements and higher energy prices, primarily diesel, due to the Middle East conflict. For the second quarter 2026 Aluminum Segment Adjusted EBITDA, Alcoa expects sequential favorable impacts of approximately $55 million due to inventory repositioning actions taken in the first quarter 2026, higher shipments and product premiums, and lower production costs due to the completion of the San Ciprián smelter restart, partially offset by seasonally lower third-party energy sales. Based on recent higher LME and Midwest premium pricing and expected higher shipments, Section 232 tariff costs on U.S. imports of aluminum from Canada are expected to increase by approximately $35 million sequentially. Alumina costs in the Aluminum segment are expected to be favorable by approximately $20 million sequentially. Based on current alumina and aluminum market conditions, Alcoa expects second quarter 2026 operational tax expense to approximate $110 million to $120 million, which may vary with market conditions and jurisdictional profitability. Shares -6.5% AH. More on Alcoa Alcoa Can See Tailwinds D...
PNC Financial Services Group CEO Bill Demchak says he hasn't seen a slowdown in US consumer spending yet. Speaking on "Bloomberg The Close," Demchak also comments on the recent concerns about private credit, the state of commercial real estate and PNC's growth strategy. (Source: Bloomberg)
PNC Financial Services Group CEO Bill Demchak says he hasn't seen a slowdown in US consumer spending yet. Speaking on "Bloomberg The Close," Demchak also comments on the recent concerns about private credit, the state of commercial real estate and PNC's growth strategy. (Source: Bloomberg)
TerrAscend ( TSNDF ) appointed Eric Jackson as chief financial officer, effective April 27, 2026. Jackson most recently served as CFO of American Signature More on TerrAscend Corp. TerrAscend Corp. 2025 Q4 - Results - Earnings Call Presentation TerrAscend Corp. (TSND:CA) Q4 2025 Earnings Call Transcript TerrAscend outlines plans to expand New Jersey dispensary footprint to 10 while strengthening P...
TerrAscend ( TSNDF ) appointed Eric Jackson as chief financial officer, effective April 27, 2026. Jackson most recently served as CFO of American Signature More on TerrAscend Corp. TerrAscend Corp. 2025 Q4 - Results - Earnings Call Presentation TerrAscend Corp. (TSND:CA) Q4 2025 Earnings Call Transcript TerrAscend outlines plans to expand New Jersey dispensary footprint to 10 while strengthening Pennsylvania capacity Historical earnings data for TerrAscend Corp. Financial information for TerrAscend Corp.
SAN DIEGO, April 16, 2026 (GLOBE NEWSWIRE) -- Inseego Corp. (Nasdaq: INSG) (the “Company”) , a global leader in 5G mobile broadband and 5G fixed wireless access (FWA) solutions, today announced that the Company will release its financial results for the first quarter of 2026, ended March 31, 2026, after the financial markets close on May 7, 2026.
SAN DIEGO, April 16, 2026 (GLOBE NEWSWIRE) -- Inseego Corp. (Nasdaq: INSG) (the “Company”) , a global leader in 5G mobile broadband and 5G fixed wireless access (FWA) solutions, today announced that the Company will release its financial results for the first quarter of 2026, ended March 31, 2026, after the financial markets close on May 7, 2026.