Yahoo Finance Anchor Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute, including Intel stocks (INTC) riding high after agreeing to repurchase 49% equity interest in a joint chip venture in Ireland from Apollo Global Management (APO).Shares of Cal-Maine Foods (CALM) are also rising after posting third quarter earnings.Stay up to date on the latest market...
Yahoo Finance Anchor Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute, including Intel stocks (INTC) riding high after agreeing to repurchase 49% equity interest in a joint chip venture in Ireland from Apollo Global Management (APO).Shares of Cal-Maine Foods (CALM) are also rising after posting third quarter earnings.Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.
Amazon's Cloud Unit In Bahrain "Disrupted" By Iranian Strike Just one day after the Islamic Revolutionary Guard Corps threatened U.S. companies across the Middle East, the Financial Times reported late Tuesday morning that an IRGC strike had damaged Amazon's cloud computing infrastructure in Bahrain. The FT cited Bahrain's interior ministry, which said civil defense teams were "extinguishing a fir...
Amazon's Cloud Unit In Bahrain "Disrupted" By Iranian Strike Just one day after the Islamic Revolutionary Guard Corps threatened U.S. companies across the Middle East, the Financial Times reported late Tuesday morning that an IRGC strike had damaged Amazon's cloud computing infrastructure in Bahrain. The FT cited Bahrain's interior ministry, which said civil defense teams were "extinguishing a fire in a facility of a company as a result of the Iranian aggression." Local authorities did not identify the company, disclose the type of air-delivered munition used, and/or provide further operational details about the strike. But according to a person familiar with the incident cited by the FT reporters, the damaged site was part of Amazon's cloud computing operation, a reminder that civilian infrastructure, such as data centers and other digital infrastructure, is increasingly exposed to cheap one-way attack unmanned aerial systems. Amazon's Service Health page on its website shows that AWS is " Disrupted " in the Bahrain operating area. The IRGC strike on the Amazon facility in Bahrain comes one day after Sepah News , the IRGC's official news outlet, named 18 U.S. companies with operations in the Middle East that are now considered "legitimate targets." "From now on, for every assassination, an American company will be destroyed," an IRGC-affiliated news outlet said. The list of companies also included Cisco, HP, Intel, Oracle, IBM, Dell, Palantir, JPMorgan, Tesla, GE, Spire Solutions, Boeing, and UAE-based artificial intelligence company G42. Let's not forget that IRGC forces struck AWS data centers in the Middle East in early March, causing outages in a number of apps and digital services across the United Arab Emirates. The U.S.-Iran conflict has taught the world that civilian infrastructure, more importantly, data centers , has become a target, and as we warned even before the conflict erupted, there will be a push for counter-UAS technology at these facilities, as ...
Omeros Corporation ( OMER ) added ~14%, posting its best intraday gain since December on Wednesday after the company reported better-than-expected earnings with its Q4 2025 financials, thanks mainly to a partnership with Novo Nordisk ( NVO ). Shares of the Seattle, Washington-based biotech surged in October after the Danish drugmaker reached a deal worth up to $2.1B to obtain exclusive global righ...
Omeros Corporation ( OMER ) added ~14%, posting its best intraday gain since December on Wednesday after the company reported better-than-expected earnings with its Q4 2025 financials, thanks mainly to a partnership with Novo Nordisk ( NVO ). Shares of the Seattle, Washington-based biotech surged in October after the Danish drugmaker reached a deal worth up to $2.1B to obtain exclusive global rights to Omeros' ( OMER ) rare disease therapy, zaltenibart (formerly known as OMS906). The company posted $86.5M in net income for Q4 compared to a net loss of $31.4M in the prior year period as the zaltenibart deal led to a $237.6M net gain comprising $240.0M in upfront cash from Novo ( NVO ) adjusted for $2.4M in transaction costs. However, excluding a $136.0M non-cash charge linked to a derivative transaction, the company reported $222.5M in non-GAAP EPS, exceeding the consensus by $2.78 per share. Commenting on the commercial rollout of its recently approved transplant therapy, Yartemlea, Omeros ( OMER ) stated that its distribution and sales activities started in January, directly targeting transplant centers across the U.S. “These successes are expected to fuel the development of a growing portfolio of commercial products from our robust pipeline as we target positive cash flow in 2027,” CEO Gregory Demopulos added. More on Omeros Omeros Corporation (OMER) Q4 2025 Earnings Call Transcript Omeros: Yartemlea Can Own The Label And Still Split The Market Omeros Corporation (OMER) Discusses FDA Approval and Commercialization Plans for YARTEMLEA in TA-TMA Treatment Transcript Omeros expects YARTEMLEA to be financially self-sustaining in 2026 and targets positive cash flow in 2027 Omeros Non-GAAP EPS of $3.14 beats by $2.78
Since the US-Israel attacks against Iran broke out just over a month ago, most global energy markets have rallied on concerns over supply disruptions. But in West Texas, natural gas prices are dirt cheap — and now look set to stay lower for longer. Plentiful supplies means that prices in the Permian Basin — home to roughly a quarter of US gas production — have collapsed, trading below zero most of...
Since the US-Israel attacks against Iran broke out just over a month ago, most global energy markets have rallied on concerns over supply disruptions. But in West Texas, natural gas prices are dirt cheap — and now look set to stay lower for longer. Plentiful supplies means that prices in the Permian Basin — home to roughly a quarter of US gas production — have collapsed, trading below zero most of this year already. Now there are signs that the price dislocations will likely continue into next year and the following one. The reason is simple: Higher crude prices in the wake of the war in Iran means that oil producers are expected to keep pumping. But when companies drill for oil in the Permian, they also get natural gas — whether they want it or not. And there’s not enough pipeline capacity to transport all that gas into export markets. Discounts for Permian gas in 2027 and 2028 are now markedly steeper than they were before the war began as traders position for prolonged oversupply. Gas prices for delivery in 2027 at the West Texas Waha trading hub are at a discount of $1.31 per million British thermal units below the US benchmark. For 2028, the discount is $1.33, according to Intercontinental Exchange data. By comparison, just before the war broke out in late February, the 2027 level was 96 cents, while for 2028 it was 92 cents, according to forward curve data from Argus Media. Read More: Negative West Texas Gas Prices Reveal Global Energy Mismatch Cheaper natural gas prices in the US can help to ease some of the inflation pressure unleashed by the recent surge in other energy markets. Americans are now paying, on average, more than $4 for a gallon of gasoline for the first time since 2022. And businesses are also dealing with the impact of higher costs for oil products like diesel and jet fuel. Natural gas is used in home heating and as a power-plant fuel. Permian Pipelines While a wave of new Permian pipelines are set to enter service in the coming years, provid...
The International Monetary Fund , the World Bank Group and the International Energy Agency said they’ll work together to respond to the economic fallout of the Iran war. The organizations agreed to share data, coordinate policy advice, and mobilize relevant stakeholders to support countries in need, according to the joint statement issued Wednesday. They will also assess countries’ potential finan...
The International Monetary Fund , the World Bank Group and the International Energy Agency said they’ll work together to respond to the economic fallout of the Iran war. The organizations agreed to share data, coordinate policy advice, and mobilize relevant stakeholders to support countries in need, according to the joint statement issued Wednesday. They will also assess countries’ potential financing needs. “The impact is substantial, global, and highly asymmetric, disproportionately affecting energy importers, in particular low-income countries,” according to a statement from the heads of the three institutions. The conflict in the Middle East has disrupted global supply chains and squeezed some developing economies, driving up oil, gas and fertilizer prices while raising concern about food inflation. Brent crude was trading around $100 a barrel on Wednesday, roughly 40% higher than before the US-Israeli attack against Iran on Feb. 28. Supply chains for helium, phosphate, aluminum and other commodities have also been affected, the leaders noted, as has flight travel. Beyond the energy disruption, higher food and fertilizer prices are affecting some countries from the Middle East to Latin America, with low-income economies at risk of food insecurity, the IMF warned in a blog post on Monday. The interruption of crop-nutrient supplies from the Gulf comes just as planting season begins in the northern hemisphere, threatening harvests through the year. The conflict and its economic impact is sure to be a key topic when policymakers gather for the spring IMF-World Bank meetings April 13-18.
Lifeway Foods ( LWAY ) soared in Wednesday afternoon trading after the Illinois-based company issued preliminary first-quarter results. The health food company expects sales for Q1 to be in the range of $60.8M to $62.3M, which would mark a year-over-year increase of 32% to 35% and easily top the consensus estimate of analysts. The strong sales quarter was noted to reflect continued momentum across...
Lifeway Foods ( LWAY ) soared in Wednesday afternoon trading after the Illinois-based company issued preliminary first-quarter results. The health food company expects sales for Q1 to be in the range of $60.8M to $62.3M, which would mark a year-over-year increase of 32% to 35% and easily top the consensus estimate of analysts. The strong sales quarter was noted to reflect continued momentum across Lifeway's ( LWAY ) core kefir and farmer cheese portfolio, with strong consumer demand for protein-rich, probiotic foods. "We are entering 2026 with strong velocity across our business and continued demand for Lifeway's category-leading kefir and farmer cheese," highlighted CEO Julie Smolyansky. "Our focus remains on expanding distribution, driving innovation, and delivering consistent, profitable growth as we build on our leadership in the fermented dairy space," she added. Notably, Lifeway Foods ( LWAY ) has recorded six consecutive years of volume-led annual sales growth. Shares of Lifeway Foods ( LWAY ) were up 15.3% to $22.30 at 2:04 p.m. vs. the 52-week range of $17.31 to $34.20. More on Lifeway Foods Lifeway Foods: Fairly Valued Relative To Growth (Rating Downgrade) Lifeway Foods: A Special Situation Becomes A Growth Story (Rating Upgrade) Lifeway Foods, Inc. (LWAY) Q4 2025 Earnings Call Prepared Remarks Transcript Lifeway Foods Non-GAAP EPS of $0.16, revenue of $55.4M Seeking Alpha’s Quant Rating on Lifeway Foods
Banks have launched a more than $1 billion debt sale for Swiss chemicals firm Archroma to refinance its loan coming due next year, after the firm showed improving earnings amid a difficult period in the sector. The sale consists of $846 million in leveraged loans denominated in euros and US dollars. Commitments are due on April 14 and the proceeds will go toward paying down a term loan and partial...
Banks have launched a more than $1 billion debt sale for Swiss chemicals firm Archroma to refinance its loan coming due next year, after the firm showed improving earnings amid a difficult period in the sector. The sale consists of $846 million in leveraged loans denominated in euros and US dollars. Commitments are due on April 14 and the proceeds will go toward paying down a term loan and partially repaying a revolving-credit facility. In a rare move, the lenders are also marketing a $200 million second-lien loan, seeking a margin of 900 to 925 basis points over a US benchmark. Like many in the chemicals sector, Archroma has been grappling with a slowdown in global growth as well as the impact of US tariffs. Archroma is backed by US private equity firm SK Capital , which specializes in chemical and materials investments. Moody’s Ratings warned in February that the firm was on review for a rating downgrade given the risks around refinancing its debt. While it noted improvements in Archroma’s first-quarter results, the credit grader said the pace of recovery was uncertain. The firm had considered starting discussions to amend-and-extend its term loans amid broader pressure on the chemicals sector.
Bloomberg News Washington Correspondent Tyler Kendall reports on what to expect when President Donald Trump addresses the nation at 9 pm ET from the Oval Office on Iran. Officials say it will be an operational and tactical update on Operation Epic Fury. (Source: Bloomberg)
Bloomberg News Washington Correspondent Tyler Kendall reports on what to expect when President Donald Trump addresses the nation at 9 pm ET from the Oval Office on Iran. Officials say it will be an operational and tactical update on Operation Epic Fury. (Source: Bloomberg)
Oil fund Cayler Capital surged more than 18% in March in its second best month on record as the Iran war upended global energy markets and created avenues to profit. As prices swung wildly, Cayler had about 7 days during the month where profits were down. But, overall gains in March means the firm is up about 11.4% so far this year, according to an investor letter seen by Bloomberg. Global oil mar...
Oil fund Cayler Capital surged more than 18% in March in its second best month on record as the Iran war upended global energy markets and created avenues to profit. As prices swung wildly, Cayler had about 7 days during the month where profits were down. But, overall gains in March means the firm is up about 11.4% so far this year, according to an investor letter seen by Bloomberg. Global oil markets have been largely in crisis mode for more than a month after US and Israel launched strikes on Iran, which in turn effectively closed the Strait of Hormuz, the vital oil and gas shipping route. The conflict also damaged critical infrastructure in the Middle East including oil fields, gas facilities and ports. “We are in a new era of energy. The cascade effects from this crisis will ripple through energy, fertilizer, chemicals, and shipping markets for months, potentially years,” Brent Belote, chief investment officer of Cayler Capital wrote in the letter. “Every one of those conditions is a Cayler Capital opportunity.” Oil prices have whipsawed and traded in extremely wide ranges during several sessions in March, with some investors seeing profits boom while others suffered significant losses. Pierre Andurand’s main hedge fund surged 20% in the first half of the month while Pimco’s commodity hedge fund plunged about 17% early in the month. Read More: The Strait of Hormuz Oil Shock Is Now Heading West Cayler Capital is a so-called Commodity Trading Advisor (CTA), which specializes in oil trading using proprietary models that include inputs such as technical indicators and supply, demand fundamentals. Belote gave up an oil trading career at JPMorgan Chase & Co. to launch his own CTA in 2016 and has relied on his understanding of physical energy markets to underpin his algorithms. Tracking the real-time flows of oil allowed the firm to gain an edge, Belote said in the letter. “March 2026 proved that understanding the physical oil market is not an academic advantage,” he w...
A federal judge ruled that President Trump's executive order defunding NPR and PBS violated the First Amendment and issued a permanent injunction stating that executive branch agencies cannot enforce it. The Trump order's "instruction that all federal agencies stop funding NPR and PBS constitutes a penalty for engaging in speech disfavored by the President and cannot be lawfully implemented by any...
A federal judge ruled that President Trump's executive order defunding NPR and PBS violated the First Amendment and issued a permanent injunction stating that executive branch agencies cannot enforce it. The Trump order's "instruction that all federal agencies stop funding NPR and PBS constitutes a penalty for engaging in speech disfavored by the President and cannot be lawfully implemented by any executive department or agency," Judge Randolph Moss, an Obama appointee in US District Court for the District of Columbia, ruled yesterday . The ruling against Trump in the case filed by NPR, PBS, and several stations may not have much practical impact. Trump's May 2025 executive order was followed by Congress rescinding the entire Corporation for Public Broadcasting (CPB) budget of $1.1 billion for fiscal years 2026 and 2027. Read full article Comments
This is part of our package about Apple's 50th anniversary, read more here . The thing about the iPhone is that everyone knew it was going to be a big deal, and then it was an even bigger deal than that. Hell, it's still the biggest thing going. It's hard to remember, but almost 20 years ago Apple's first iPhone really was that good. The trick that Steve Jobs and Jony Ive kept pulling off in that ...
This is part of our package about Apple's 50th anniversary, read more here . The thing about the iPhone is that everyone knew it was going to be a big deal, and then it was an even bigger deal than that. Hell, it's still the biggest thing going. It's hard to remember, but almost 20 years ago Apple's first iPhone really was that good. The trick that Steve Jobs and Jony Ive kept pulling off in that era was turning the limitations of the available technology into focal points of the products they made. The first iMac was built around a big, heavy CRT display - but Ive made the translucent case wrap around it, transforming the internals into a … Read the full story at The Verge.
Recent shifts in the money supply are making it increasingly difficult for the Federal Reserve to cut interest rates, according to Jeremy Siegel, professor of finance at the Wharton School and chief economist at WisdomTree. In an interview with CNBC, Siegel noted that deposits and currency have been rising, a trend that could force the central bank to maintain a more hawkish stance. The geopolitic...
Recent shifts in the money supply are making it increasingly difficult for the Federal Reserve to cut interest rates, according to Jeremy Siegel, professor of finance at the Wharton School and chief economist at WisdomTree. In an interview with CNBC, Siegel noted that deposits and currency have been rising, a trend that could force the central bank to maintain a more hawkish stance. The geopolitical backdrop remains highly uncertain, with President Donald Trump issuing conflicting statements about military operations in the Strait of Hormuz. Siegel pointed to Trump’s comment that “we’re not going to stop bombing until Hormuz is fully clear,” which appeared to contradict his earlier assertion that the U.S. would withdraw within two weeks regardless of conditions. “Clearing the strait is clearly an extraordinarily important thing,” Siegel observed. Despite the confusion over U.S. policy, oil markets appear to be signaling optimism about the conflict’s resolution. Siegel noted that oil stocks, which look beyond near-term contracts, have been declining, suggesting traders believe the situation “will wrap up.” The collapse in the Brent-WTI premium ( CL1:COM ), ( CO1:COM ) has similarly aligned with recent equity market movements. One development Siegel called “remarkable” was Israeli Prime Minister Benjamin Netanyahu’s address to the Knesset, in which he declared that Iran’s existential threat to Israel regarding nuclear weapons and ICBMs is over. Siegel said this statement was reassuring, particularly given initial concerns about whether Israel agreed with Trump’s position on the conflict. The regional diplomatic situation remains complex, with what Siegel described as “a lot of moving parts.” Iran has claimed it is not close to an agreement and announced that it and Oman would jointly determine the future of the strait. Siegel noted that Oman’s foreign minister recently published an editorial in The Economist that was critical of the U.S., raising questions about shift...
JHVEPhoto Shares of The Kraft Heinz Company ( KHC ) slipped 1.02% to $22.26 in the afternoon trade on Wednesday, snapping a six session rally. The stock has gained around 5.5% between March 24 and March 31 compared to a 0.43% decline in the S&P 500 during the same period. The food and beverage company climbed amid a period when consumer staples were drawing attention for oversold signals. Today’s ...
JHVEPhoto Shares of The Kraft Heinz Company ( KHC ) slipped 1.02% to $22.26 in the afternoon trade on Wednesday, snapping a six session rally. The stock has gained around 5.5% between March 24 and March 31 compared to a 0.43% decline in the S&P 500 during the same period. The food and beverage company climbed amid a period when consumer staples were drawing attention for oversold signals. Today’s modest decline marks a short-term pullback, in line with broader defensive positioning in the consumer staples sector amid market volatility linked to U.S.-Iran tensions. According to Seeking Alpha’s Quant Rating system, KHC is rated a Hold, with a score of 3.06 out of 5, receiving an A for valuation but an F in terms of growth. An analyst said Heinz may appear attractive due to its low valuation and high dividend yield, but underlying fundamentals remain weak, adding that persistent declines in revenue and margins alongside negative total returns signal deeper structural issues, and pointing out, “Low valuation ratios likely reflect dismal market sentiment rather than compelling value.” On Wall Street, one of 20 analysts rates the stock with a strong buy, 15 recommend a hold, and four of them rate it with a sell or lower. Shares have fallen around 8.4% in the past month and remain down about 8.1% year-to-date. More on Kraft Heinz Keep Kraft Heinz In Your Pantry, Not Your Portfolio Kraft Heinz: A Turnaround Story Coming With A ~14% Free Cash Flow Yield Kraft Heinz: Challenges Are Real, But Too Cheap To Give Up On Nasdaq enters correction; oversold stocks in focus amid Middle East tensions SA Asks: Will healthier food options jump-start Kraft Heinz?