Toltek/iStock via Getty Images U.S. wheat futures fell 2% Monday, their largest loss since December 16 , as agriculture tracked a broad decline in commodities markets on expectations that the dollar could find more policy support following President Trump's selection of Kevin Warsh to lead the Federal Reserve. CBOT wheat ( W_1:COM ) for March delivery finished -2% to $5.27 1/2 per bushel, leading ...
Toltek/iStock via Getty Images U.S. wheat futures fell 2% Monday, their largest loss since December 16 , as agriculture tracked a broad decline in commodities markets on expectations that the dollar could find more policy support following President Trump's selection of Kevin Warsh to lead the Federal Reserve. CBOT wheat ( W_1:COM ) for March delivery finished -2% to $5.27 1/2 per bushel, leading the U.S. ag complex lower as the dollar continues to rally, while corn ( C_1:COM ) for March delivery closed -0.6% to $4.25 1/2 per bushel and soybeans ( S_1:COM ) for March delivery settled -0.4% to $10.60 per bushel. Monday's rebound in the U.S. dollar index, which rose 0.7%, made U.S. commodity exports less competitive on the world market, which analysts say is a bigger factor for U.S. wheat than for other grains like corn and soybeans. "Wheat is the most sensitive of grains to foreign exchange movements, as that commodity is most impacted by global trends - which in the case of wheat is showing rising foreign output and rather limited demand," Joel Karlin of Ocean State Research said, according to Dow Jones. Crude oil's nearly 5% plunge Monday also pressured CBOT grains, as corn and soybeans are influenced by how crude trades due to their usage as feedstocks for renewable fuels that are often blended with gasoline, but analysts and traders suspect grain futures have little downside left, Linda Meyer of Agrisource said in a note. ETFs: ( WEAT ), ( CORN ), ( SOYB ), ( DBA ), ( MOO ) More on U.S. grain futures Commodities: Markets Poised For A Risk-Off Day Commodities: Iranian Supply Risks Ease, But Have Not Disappeared Commodities: Lingering Supply Risks Provide Tailwinds To Oil
JHVEPhoto/iStock Editorial via Getty Images Shares of MGIC Investment Corporation ( MTG ) have been a solid performer over the past year, gaining about 8%, though shares have dropped about 10% from their highs recently. The Trump Administration has increasingly been focused on improving homeowner affordability, from potentially using 401(K)s for down payments to cracking down on institutional owne...
JHVEPhoto/iStock Editorial via Getty Images Shares of MGIC Investment Corporation ( MTG ) have been a solid performer over the past year, gaining about 8%, though shares have dropped about 10% from their highs recently. The Trump Administration has increasingly been focused on improving homeowner affordability, from potentially using 401(K)s for down payments to cracking down on institutional ownership of housing, and that has led to some concern about private mortgage insurers (“PMI”) facing pressure. On Monday, MGIC reported mixed earnings, which offered items for bulls and bears. I last covered shares in October , rating MTG a “ H old,” and since then, shares are up 2%, similar to the market. With updated financials and macro developments, now is a good time to revisit shares. Seeking Alpha In the company’s fiscal fourth quarter, MGIC earned $0.75 per share, which beat estimates by a penny even as revenue declined by 1% to $299 million. During the quarter, the company wrote $17.1 billion of new policies, up about 7.5% from last year. Net insurance in force was up about 2.6% to $303 billion; however, net premiums earned declined by $5 million to $236 million, reflecting the fact that pricing has compressed given years of limited losses. MTG yielded 38bps on its portfolio, from 38.6bps last year, and I expect some ongoing price compression. Separately, net investment was stable at $62 million. Credit quality continues to be strong, though there are signs in this earnings release that will remind investors that quality is likely to normalize from extremely low levels. Delinquencies ticked up 11bps sequentially to 2.43%, and we typically see consumer delinquencies rise seasonally in Q4. They should reverse in Q1 as consumers benefit from tax refunds that they can use to catch up on debt. Delinquencies were essentially flat from a year ago. Given solid employment levels and my view that a recession is unlikely this year, I expect delinquencies to remain low across 202...
US stock futures ticked higher Monday evening following a broad rally to kick off the new month on Wall Street. Futures tied to the S&P 500 (ES=F) edged higher by 0.2%, while Nasdaq 100 futures (NQ=F) climbed roughly 0.4%. Dow futures (YM=F) hovered just above the flatline, building on gains led by the Dow's 500-point climb on Monday. AI-related infrastructure names including Sandisk (SNDK) finish...
US stock futures ticked higher Monday evening following a broad rally to kick off the new month on Wall Street. Futures tied to the S&P 500 (ES=F) edged higher by 0.2%, while Nasdaq 100 futures (NQ=F) climbed roughly 0.4%. Dow futures (YM=F) hovered just above the flatline, building on gains led by the Dow's 500-point climb on Monday. AI-related infrastructure names including Sandisk (SNDK) finished the day in positive territory. Nvidia (NVDA), however, slid by nearly 3% amid news that OpenAI is dragging out the close of a $100 billion deal due to dissatisfaction with Nvidia chips and is seeking alternative hardware. Meanwhile, volatility continued to grip cryptocurrencies and commodities Bitcoin (BTC-USD) steadied after falling to its lowest level since April, while precious metals also retreated. Gold (GC=F) and silver (SI=F) futures ended Monday lower after suffering steep losses late last week. This week ahead brings a heavy slate of corporate earnings, with more than 100 S&P 500 companies set to report. Advanced Micro Devices (AMD) releases results Tuesday, while “Magnificent Seven” heavyweights Amazon (AMZN) and Alphabet (GOOG) report later in the week. In after-hours moves, Palantir (PLTR) shares surged roughly 6% after the data analytics firm delivered stronger-than-expected fourth-quarter results and issued optimistic guidance. Investors remain focused on tech earnings in particular, seeking evidence that artificial intelligence investments are translating into stronger margins and earnings growth, following a lukewarm market response to Microsoft’s (MSFT) results last week. Data releases this week, including Friday's highly anticipated monthly jobs report, are set to be postponed after the US government entered another partial shutdown.
US stock futures rose on Tuesday following a broad rally to kick off the new month on Wall Street. S&P 500 futures (ES=F) moved up 0.2%, while those on the tech-heavy Nasdaq 100 (NQ=F) climbed roughly 0.5%. Meanwhile, Dow Jones Industrial Average futures (YM=F) were little changed, after the blue-chip benchmark led gains on Monday with a 500-point advance. AI-related infrastructure names including...
US stock futures rose on Tuesday following a broad rally to kick off the new month on Wall Street. S&P 500 futures (ES=F) moved up 0.2%, while those on the tech-heavy Nasdaq 100 (NQ=F) climbed roughly 0.5%. Meanwhile, Dow Jones Industrial Average futures (YM=F) were little changed, after the blue-chip benchmark led gains on Monday with a 500-point advance. AI-related infrastructure names including Sandisk (SNDK) finished the day in positive territory. Nvidia (NVDA), however, slid by nearly 3% amid news that OpenAI is dragging out the close of a $100 billion deal due to dissatisfaction with Nvidia chips and is seeking alternative hardware. Meanwhile, volatility continued to grip cryptocurrencies and commodities bitcoin (BTC-USD) steadied after falling to its lowest level since April, while precious metals also retreated. Gold (GC=F) and silver (SI=F) futures ended Monday lower after suffering steep losses late last week. This week ahead brings a heavy slate of corporate earnings, with more than 100 S&P 500 companies set to report. Advanced Micro Devices (AMD) releases results Tuesday, while “Magnificent Seven” heavyweights Amazon (AMZN) and Alphabet (GOOG) report later in the week. In after-hours moves, Palantir (PLTR) shares surged roughly 6% after the data analytics firm delivered stronger-than-expected fourth-quarter results and issued optimistic guidance. Investors remain focused on tech earnings in particular, seeking evidence that artificial intelligence investments are translating into stronger margins and earnings growth, following a lukewarm market response to Microsoft’s (MSFT) results last week. Data releases this week, including Friday's highly anticipated monthly jobs report, are set to be postponed after the US government entered another partial shutdown. LIVE 4 updates
US stock futures mostly edged higher on Tuesday, eyeing a return to the new-month rally as earnings fueled faith in techs and the swings in precious metals continued with a jump higher. Contracts on the tech-heavy Nasdaq 100 (NQ=F) moved up 0.4%, while those on the S&P 500 (ES=F) nudged up 0.1%. Dow Jones Industrial Average futures (YM=F) slipped 0.1%, after the blue-chip benchmark led gains on Mo...
US stock futures mostly edged higher on Tuesday, eyeing a return to the new-month rally as earnings fueled faith in techs and the swings in precious metals continued with a jump higher. Contracts on the tech-heavy Nasdaq 100 (NQ=F) moved up 0.4%, while those on the S&P 500 (ES=F) nudged up 0.1%. Dow Jones Industrial Average futures (YM=F) slipped 0.1%, after the blue-chip benchmark led gains on Monday with a 500-point advance. The S&P 500 (^GSPC) is eyeing a fresh record after Palantir's (PLTR) surprisingly strong quarterly results signaled the AI trade likely has a lot of room to run. Revenue at the data analytics firm surged, driven by demand for its AI platform, and its sales outlook topped estimates, sending its stock over 11% higher before the bell. That has turned a spotlight on chipmaker AMD's (AMD) after-hours earnings report, which should provide the best look yet at the AI trade amid those fears of Big Tech overspending and an AI bubble. Its results prepare the ground for quarterly updates from Amazon (AMZN) and Alphabet (GOOG), highlights in the 100-plus S&P 500 companies on the earnings docket this week. Elsewhere in AI, investors are monitoring Nvidia (NVDA) and OpenAI (OPAI.PVT) amid signs of cooling relations between the high-profile AI players. The startup's dissatisfaction with Nvidia's latest AI chips has bogged down talks with the chipmaker for a $100 billion investment — a plan its CEO Jensen Huang downplayed on Monday. LIVE 7 updates
Rashaun Williams, founder of Harbinger Sports Partners and guest shark on ABC’s Shark Tank, says that both the buyer and the seller of a major sports team stand to benefit. He speaks with Romaine Bostick and Katie Greifeld on "The Close." (Source: Bloomberg)
Rashaun Williams, founder of Harbinger Sports Partners and guest shark on ABC’s Shark Tank, says that both the buyer and the seller of a major sports team stand to benefit. He speaks with Romaine Bostick and Katie Greifeld on "The Close." (Source: Bloomberg)
Key Points As the adtech business grows, competition is heating up too. The Trade Desk is losing some market share to Amazon. The stock's sharp drop has left it trading at a cheap price. 10 stocks we like better than The Trade Desk › Some companies like The Trade Desk (NASDAQ: TTD), had a terrible 2025. Its stock fell nearly 70% in 2025, making it among the worst performers in the S&P 500. While m...
Key Points As the adtech business grows, competition is heating up too. The Trade Desk is losing some market share to Amazon. The stock's sharp drop has left it trading at a cheap price. 10 stocks we like better than The Trade Desk › Some companies like The Trade Desk (NASDAQ: TTD), had a terrible 2025. Its stock fell nearly 70% in 2025, making it among the worst performers in the S&P 500. While many expected a rebound in 2026, that hasn't occurred yet. The stock is also down an additional 16% to start 2026. Shares of the adtech platform are now down nearly 80% from their all-time high. The biggest question surrounding The Trade Desk's stock is whether it's a value play or a value trap. The former can provide a great investment opportunity, while the latter can spell trouble. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Which one is it? Let's find out. Why is The Trade Desk down so much? First, we need to address the elephant in the room. Stocks don't just fall by nearly 80% of their own accord -- something had to happen. For The Trade Desk, it's a potent combination of slowing growth and rising competition. The Trade Desk operates an advertising technology platform that places advertisers' ads in the optimal spot. It has connections all over the internet, including websites, podcasts, connected TV, and more. As advertising shifts to a more individualized and targeted model, The Trade Desk should thrive. However, The Trade Desk was disrupted by none other than Amazon (NASDAQ: AMZN). Amazon's ad service has been growing rapidly, and it generated $17.7 billion in revenue during the third quarter, up 24% year over year. For reference, The Trade Desk's revenue increased at an 18% pace during Q3 and generated $2.8 billion over the past 12 months. The reason Amazon has been stealing growth from The Trade Desk is simple: It has more optimal advertising space. If you're looking to adve...
Gary Vaynerchuk, Chairman of VaynerX, says attention is the currency everyone is seeking. He tells Romaine Bostick and Katie Greifeld on The Close that attention is highly fragmented, and linear television commercials are overpriced relative to the audience they capture. (Source: Bloomberg)
Gary Vaynerchuk, Chairman of VaynerX, says attention is the currency everyone is seeking. He tells Romaine Bostick and Katie Greifeld on The Close that attention is highly fragmented, and linear television commercials are overpriced relative to the audience they capture. (Source: Bloomberg)