Commercial crude stocks (excluding those in the Strategic Petroleum Reserve) for the week ended March 27: 461.6 M barrels. Crude inventory change: +5.5M barrels vs. +6.9M barrels for the week ended March 20. Consensus estimate: 2.000M. Gasoline inventory change: -0.6M barrels vs. -2.6M barrels for the week ended March 20 . Distillates inventory change: -2.1M barrels vs. +3M for the week ended Marc...
Commercial crude stocks (excluding those in the Strategic Petroleum Reserve) for the week ended March 27: 461.6 M barrels. Crude inventory change: +5.5M barrels vs. +6.9M barrels for the week ended March 20. Consensus estimate: 2.000M. Gasoline inventory change: -0.6M barrels vs. -2.6M barrels for the week ended March 20 . Distillates inventory change: -2.1M barrels vs. +3M for the week ended March 20. ETFs: ( USO ), ( UCO ), ( SCO ), ( BNO ), ( DBO ), ( USL ). More on adidas: Valuation Is Not Reflecting The Improved Fundamentals (Rating Upgrade) Oracle: Funding AI Capacity With Layoffs Standard Lithium: Promising U.S. Lithium Story, But Probably Already Fairly Valued Penguin Solutions divests remaining interest in Brazil memory module business NewcelX prices $1.35M equity financing
T unveils OneConnect, merging wireless and home Internet into a simple subscription, aiming to streamline connectivity and billing for modern device-heavy households.
T unveils OneConnect, merging wireless and home Internet into a simple subscription, aiming to streamline connectivity and billing for modern device-heavy households.
Sundry Photography CrowdStrike ( CRWD ) shares rose around 1% on Wednesday as Benchmark started coverage on the cybersecurity firm with a Buy rating and a $500 price target. “Top cybersecurity pick CrowdStrike checks all of our/Benchmark StoneX proprietary SaaS/software investment framework on technology leadership/high AI defensibility, healthy TAM ~$150 billion, history of consistent beat & rais...
Sundry Photography CrowdStrike ( CRWD ) shares rose around 1% on Wednesday as Benchmark started coverage on the cybersecurity firm with a Buy rating and a $500 price target. “Top cybersecurity pick CrowdStrike checks all of our/Benchmark StoneX proprietary SaaS/software investment framework on technology leadership/high AI defensibility, healthy TAM ~$150 billion, history of consistent beat & raise execution, solid profitable growth fundamentals targeting Rule of 50+, and bonus technical analysis view finding trading support on a path to positive reversal,” analyst Yi Fu Lee wrote in a note to clients. Lee continued: “We believe CrowdStrike is a core holding when considering profitable growth investments in the cybersecurity sector since we have a relatively good line of sight in how the company will expand ARR from $5.25 billion in FY2026 ending January 2026 to $10 billion in FY2031. We view the bridge from almost doubling FY2026 ARR to $10 billion in FY2031 will leverage the existing high growth platform solutions in cloud security, next-gen identity, and SIEM coupled with agentic security operations center ( SOC ) powered by Charlotte AI.” More on CrowdStrike CrowdStrike: Make Sure You Capitalize On The Market Misunderstanding CrowdStrike And The AI Agents Cyber Threat CrowdStrike: Unjustified SaaS Fears (Rating Upgrade) Identity, network and endpoint security stand least at risk to LLM disruption: Jefferies CrowdStrike rises as Wolfe Research upgrades on AI benefits
The argument for transitioning to renewables seems stronger than ever – and yet, attacks mount on the carbon price scheme that underpins the EU’s success at cutting pollution • Don’t get This Is Europe delivered to your inbox? Sign up here On the one hand, experts say, Europe is better prepared for this energy crisis than the last. On the other, it is still waging a culture war against the most ob...
The argument for transitioning to renewables seems stronger than ever – and yet, attacks mount on the carbon price scheme that underpins the EU’s success at cutting pollution • Don’t get This Is Europe delivered to your inbox? Sign up here On the one hand, experts say, Europe is better prepared for this energy crisis than the last. On the other, it is still waging a culture war against the most obvious path out. Fuel prices have soared to ruinous levels since the Iran war left ships of oil and liquefied natural gas (LNG) stranded in the Gulf. The pain is most acute in Asia, but high energy prices are already causing panic in Europe. Shortages could hit the continent this month, oil company Shell warned last week. Donald Trump’s “go get your own oil” comments on Tuesday sent prices to their highest level since the start of the US-Israel attack on Iran. They briefly dipped below $100-a-barrel on Wednesday amid hopes that the war may soon end. Continue reading...
Dmitry Vinogradov Benchmark began coverage of Datadog ( DDOG ) with a Buy rating and $150 price target. Shares of the monitoring and security platform provider rose about 2% on Wednesday. "We believe the company’s unified real time observability and security SaaS/software infused with AI powered capabilities is positioned to benefit from digital transformation, cloud migration, and agentic AI adop...
Dmitry Vinogradov Benchmark began coverage of Datadog ( DDOG ) with a Buy rating and $150 price target. Shares of the monitoring and security platform provider rose about 2% on Wednesday. "We believe the company’s unified real time observability and security SaaS/software infused with AI powered capabilities is positioned to benefit from digital transformation, cloud migration, and agentic AI adoption. Top infrastructure pick Datadog checks all the boxes of our/Benchmark StoneX proprietary SaaS/software investment framework: technology leadership/high AI defensibility, healthy TAM +$400 billion, history of profitable growth and consistent beat & raise execution, fundamentals targeting Rule of 45+, and technical trading support on a path to positive reversal," said analyst Yi Fu Lee. The analyst noted that their long-term bullish investment thesis on Datadog is based on several things, including the following points. 1. Lee said Datadog's holistic cloud first observability and security platform provides a defensible moat positioned to benefit from the AI supercycle. The analyst believes Datadog will capitalize on the anticipated greater complexity in the enterprise technology stack driven by rapid adoption ofAI agents, large language model, or LLM, usage, and accelerated software development fromassisted vibe coding. Lee views frontier LLM providers as a partner and certainly an enabler in accelerating the velocity of live applications at machine speed to market, which necessitates core Datadog product pillars in infrastructure monitoring, log management, application performance monitoring, or APM, and digital experience monitoring, or DEM, and security products collectively exceeding $3.6B in annual recurring revenue, or ARR. 2. The analyst added that Datadog's history of superior, organically developed technology innovation is serving as the consolidator of choice across the observability tech stack. "We attribute the key to Datadog’s product-led growth excellence ...
KenRinger/iStock via Getty Images This article serves as an update to my previous analysis for Glacier Bancorp, Inc. ( GBCI ), which was published on Seeking Alpha on October 11 . At that time, I rated its stock as a Hold based on valuation concerns as well as a lack of a real catalyst to move its price forward. Since that first article was published, GBCI has a total return of -3.83%, just a coup...
KenRinger/iStock via Getty Images This article serves as an update to my previous analysis for Glacier Bancorp, Inc. ( GBCI ), which was published on Seeking Alpha on October 11 . At that time, I rated its stock as a Hold based on valuation concerns as well as a lack of a real catalyst to move its price forward. Since that first article was published, GBCI has a total return of -3.83%, just a couple of percentage points behind the S&P 500 but lagging the State Street SPDR S&P Regional Banking ETF ( KRE ) by almost 10%. Last June, Glacier Bancorp announced the acquisition of Guaranty Bancshares. The deal closed at the end of Q3 2025, marking GBCI’s 13 th banking deal in the last decade. While the pace of deal-making makes it more challenging to fully appreciate the impact of each transaction individually, the Guaranty merger allowed Glacier to have greater access to attractive markets in the state of Texas. Unlike other regional banks that acquire smaller competitors and fold their operations under the name of the larger bank, Glacier uses a different model, allowing acquired companies to keep their names while their branches operate under one technology platform. Glacier Bancorp is now the holding company for 18 different banks, as shown in the slide below . GBCI February 2026 Investor Presentation I do like the advantages that this model presents for smaller banks. Maintaining local brand names can give a branch a much more “community feel” and help prevent some bank customers from shopping around their accounts as they might if their bank changed brands. It also keeps customers from feeling as if they are being pushed into a larger banking system , even though Glacier now has a market cap of $5.7 billion. GBCI is set to release its earnings for Q1 2026 on April 23. Based on the results from last year and the information the company shared in its investor presentation from February of this year, I still do not see a rush to create a new position in its stock. In th...
France suspects a pro-Iranian group known as HAYI to be behind a foiled attack on Bank of America’s Paris offices, its anti-terrorism prosecutor said on Wednesday, while stressing the link has not yet been formally established. HAYI, which stands for Harakat Ashab al-Yamin al-Islamiyya, or Movement of the Companions of the Right Hand of Islam, had posted a video on social media on March 23 target...
France suspects a pro-Iranian group known as HAYI to be behind a foiled attack on Bank of America’s Paris offices, its anti-terrorism prosecutor said on Wednesday, while stressing the link has not yet been formally established. HAYI, which stands for Harakat Ashab al-Yamin al-Islamiyya, or Movement of the Companions of the Right Hand of Islam, had posted a video on social media on March 23 targeting Jewish interests and communities in France and Europe, the prosecutor’s office said in a...
We have selected seven of the most interesting and important news stories covering US-China relations from the past few weeks. If you would like to see more of our reporting, please consider subscribing. 1. Trump-Xi summit will be very amicable, predicts former Biden official US President Donald Trump’s focus on short-term deliverables and Chinese President Xi Jinping’s bid for bilateral stability...
We have selected seven of the most interesting and important news stories covering US-China relations from the past few weeks. If you would like to see more of our reporting, please consider subscribing. 1. Trump-Xi summit will be very amicable, predicts former Biden official US President Donald Trump’s focus on short-term deliverables and Chinese President Xi Jinping’s bid for bilateral stability are likely to mean an exceptionally amicable summit when they finally sit down, despite “unusual”...
Conchi Martínez/iStock Editorial via Getty Images Introduction Coca-Cola HBC ( CCHBF ) ( CCHGY ) is a strategic partner of The Coca Cola Company ( KO ) as it owns the rights to produce and market the Coca-Cola products on its territory. Coca-Cola HBC basically buys the concentrate from KO to produce the drinks, and as KO is an existing shareholder of Coca-Cola HBC (with a 21% ownership), both part...
Conchi Martínez/iStock Editorial via Getty Images Introduction Coca-Cola HBC ( CCHBF ) ( CCHGY ) is a strategic partner of The Coca Cola Company ( KO ) as it owns the rights to produce and market the Coca-Cola products on its territory. Coca-Cola HBC basically buys the concentrate from KO to produce the drinks, and as KO is an existing shareholder of Coca-Cola HBC (with a 21% ownership), both parties have a vested interest in maintaining a long-term partnership. Yahoo Finance Coca-Cola HBC has its primary listing on the London Stock Exchange where it is trading with CCH as its ticker symbol. The average daily volume is approximately 560,000 shares. The current market cap is approximately £15.5B, which represents close to €18B. Although the main listing is in London, Coca-Cola HBC reports on its financial results in Euro. I will use the Euro as base currency throughout this article. It’s all about the cash flows, and those remain strong The company bottles and markets a wide array of Coca-Cola products, and as you can see below, the sparkling beverages represent approximately 2/3 rd of the total consolidated revenue in 2025 . The energy drinks represent just under 10%, and other products are contributing an even lower percentage of the revenue. Coca-Cola HBC Investor Relations Approximately 31% of the sales are registered in the so-called ‘established markets’ (Ireland, Italy, Greece and Cyprus) with an additional 22% generated in the developing markets (mainly Eastern European and Baltic states, with Poland representing almost half of the revenue within this segment). The other countries it’s active in (including two African countries) make up the Emerging Markets group, which represents 47% of the total revenue (with Nigeria and Egypt making up about half of the revenue within this group). The total revenue in 2025 came in at €11.6B, which represents an 8% increase compared to the preceding year. It goes without saying the operating expenses and COGS increased as w...