Live cattle futures are pushing higher, with most contracts up 75 to 95 cents. April is up $2.375 on First Notice Day. Cash trade took off last week, with sales at $245-246 across the country, up $8-10 from the previous week. Feeder cattle futures are moved, with contracts down a...
Live cattle futures are pushing higher, with most contracts up 75 to 95 cents. April is up $2.375 on First Notice Day. Cash trade took off last week, with sales at $245-246 across the country, up $8-10 from the previous week. Feeder cattle futures are moved, with contracts down a...
Lean hog futures are posting gains of 25 cents to $2.50 at midday. USDA’s national base hog price was not reported on Monday morning due to light trade. The CME Lean Hog Index was down another 16 cents on April 2 at $90.01. Managed money was busy cutting 7,275 contracts...
Lean hog futures are posting gains of 25 cents to $2.50 at midday. USDA’s national base hog price was not reported on Monday morning due to light trade. The CME Lean Hog Index was down another 16 cents on April 2 at $90.01. Managed money was busy cutting 7,275 contracts...
Soybeans are trading with contracts 3 to 4 cents higher at Monday’s midday. The cmdtyView national average Cash Bean price was down 5 1/2 cents at $10.94. Soymeal futures are $2 to $2.30 higher in the front months, with Soy Oil futures are up 70 to 75 points so far...
Soybeans are trading with contracts 3 to 4 cents higher at Monday’s midday. The cmdtyView national average Cash Bean price was down 5 1/2 cents at $10.94. Soymeal futures are $2 to $2.30 higher in the front months, with Soy Oil futures are up 70 to 75 points so far...
Cotton futures are trading with gains of 77 to 82 points at midday. The US dollar index is $0.020 lower at $99.840. Crude Oil is up $1.07 at $112.61. Managed money was slashing 21,222 contracts from their net short in cotton futures and options in the week of March 31....
Cotton futures are trading with gains of 77 to 82 points at midday. The US dollar index is $0.020 lower at $99.840. Crude Oil is up $1.07 at $112.61. Managed money was slashing 21,222 contracts from their net short in cotton futures and options in the week of March 31....
The wheat complex are coming out of the long weekend with losses across the three markets. Chicago SRW futures are starting the week with losses of 4 cents in the front months. KC HRW futures are down 10 to 11 cents on Monday. MPLS spring wheat is trading with 4...
The wheat complex are coming out of the long weekend with losses across the three markets. Chicago SRW futures are starting the week with losses of 4 cents in the front months. KC HRW futures are down 10 to 11 cents on Monday. MPLS spring wheat is trading with 4...
Corn futures are fading off the early morning weakness, with contracts up 1 to 2 cents at Monday’s midday. The CmdtyView national average Cash Corn price is up 2 cents at $4.15 1/2. Monday morning’s Export Inspections report showed 2.002 MMT (78.82 mbu) of corn shipped in the week of...
Corn futures are fading off the early morning weakness, with contracts up 1 to 2 cents at Monday’s midday. The CmdtyView national average Cash Corn price is up 2 cents at $4.15 1/2. Monday morning’s Export Inspections report showed 2.002 MMT (78.82 mbu) of corn shipped in the week of...
Getty Images Key takeaways 1 The fund outperformed its benchmark for the quarter Class A shares outperformed the MSCI ACWI Growth Index during the quarter, ranking in the 10th percentile (31 of 314) of the Morningstar Global Large-Stock Growth category. 2 US stocks lagged non-US stocks; growth stocks underperformed Global equities rose, led by emerging market and European equities, as Asia's techn...
Getty Images Key takeaways 1 The fund outperformed its benchmark for the quarter Class A shares outperformed the MSCI ACWI Growth Index during the quarter, ranking in the 10th percentile (31 of 314) of the Morningstar Global Large-Stock Growth category. 2 US stocks lagged non-US stocks; growth stocks underperformed Global equities rose, led by emerging market and European equities, as Asia's technology-driven gains offset late-quarter weakness in US technology stocks. 3 Positioned for upside in 2026 Looking to 2026, we believe a supportive macroeconomic backdrop and easing monetary policy support our constructive outlook for global equities. We believe the most compelling opportunities are in high quality companies and leading AI innovators. Investment objective The fund seeks capital appreciation. Fund facts Fund AUM ($M) 9,109.32 Click to enlarge Portfolio managers John Delano Manager perspective and outlook Global equities were positive for the quarter, with international equities outperforming the US as late-quarter concerns about elevated technology valuations appeared to temper AI-driven momentum. Emerging markets led due to a broad Asian technology rally and robust results in South Korea; China lagged due to weak economic data and currency strength. Europe also delivered solid returns, supported by a stronger euro, improving manufacturing trends and expectations of fiscal stimulus in Germany. Looking to 2026, we maintain a constructive outlook for global equities, supported by reduced trade policy uncertainty, firmer growth forecasts and expected monetary easing led by the US Federal Reserve, despite cooling in the US labor market. Risks such as slower growth, renewed inflation and geopolitics have persisted, but we do not expect them to materially alter our long-term investment views. In this environment, we still favor high quality companies with good balance sheets, attractive profit margins and solid cash-generation capabilities. We see greater vulnerabil...
Iran Conflict Spotlights Nuclear Energy As Key To Global Energy Security The ongoing disruptions tied to Iran’s energy infrastructure and the Strait of Hormuz, have once again exposed the fragility of global oil supplies . As oil prices swing on geopolitical headlines, the founder and executive chairman of Nano Nuclear Energy, Jay Yu, underscored the critical alternative during a recent Fox Busine...
Iran Conflict Spotlights Nuclear Energy As Key To Global Energy Security The ongoing disruptions tied to Iran’s energy infrastructure and the Strait of Hormuz, have once again exposed the fragility of global oil supplies . As oil prices swing on geopolitical headlines, the founder and executive chairman of Nano Nuclear Energy, Jay Yu, underscored the critical alternative during a recent Fox Business appearance : nuclear power offers “consistent baseload energy” , while oil remains “a finite commodity” vulnerable to conflict. Jay Yu emphasized that the current spotlight on nuclear is drawing “institutional investors, and venture capital money is pouring in”. This renewed focus extends beyond immediate headlines to next-generation technologies. On what he described as a historic day for the company, Nano submitted its construction permit application to the U.S. Nuclear Regulatory Commission for the KRONOS MMR microreactor, which is the first commercial-ready micro reactor to reach this milestone in the nation and one of only a handful of Generation IV designs to do so. Energy security has emerged as a pressing concern amid the Iran conflict, complementing the well-documented power demands from the AI-driven data center boom. Yet nuclear’s case is broader . The technology’s resurgence began years ago with the push for climate-friendly, low-carbon baseload power. That foundation was strengthened by surging electricity needs from artificial intelligence infrastructure, as we’ve detailed in multiple reports on the nuclear renaissance. The current geopolitical risks with oil market volatility and supply chain threats from the Middle East add another layer, reinforcing the long-term investment thesis that nuclear provides reliable, domestic energy independent of fossil fuels or unstable regions . *BRENT OIL SURGES 13% TO $82 A BARREL AT OPEN AFTER IRAN STRIKES https://t.co/yD07qFkNk4 — zerohedge (@zerohedge) March 1, 2026 Nano’s partnership with the University of Illinois f...
NVDA's stock lags despite strong Blackwell chip demand, while Micron and Applied Materials surge on booming AI infrastructure and bullish growth forecasts.
NVDA's stock lags despite strong Blackwell chip demand, while Micron and Applied Materials surge on booming AI infrastructure and bullish growth forecasts.
Alexander Sikov/iStock via Getty Images Introduction CoreWeave ( CRWV ) has seen its stock price decline by more than 4.6% since my sell thesis back in early December, and I want to revisit my core analysis to go into more depth about what I believe are the deep flaws of the company. Current Dynamics I’ll first go into why I believe the debt raise of $2B started to change the perception of investo...
Alexander Sikov/iStock via Getty Images Introduction CoreWeave ( CRWV ) has seen its stock price decline by more than 4.6% since my sell thesis back in early December, and I want to revisit my core analysis to go into more depth about what I believe are the deep flaws of the company. Current Dynamics I’ll first go into why I believe the debt raise of $2B started to change the perception of investors about the current trajectory of the firm. Prior to this, the market largely rewarded CRWV for its aggressive expansions and its advantageous position with NVIDIA. But the move to secure additional debt at a time when the firm is already leveraged to a staggering level. More so, this comes relatively close to the firm’s IPO, meaning that this is potentially the case if there is a higher-than-expected cash burn rate. I believe that this highlights how the underlying operations are not yet generating the stream of high-margin revenue akin to other tech firms. Thus, CoreWeave is caught in a perpetual capital infusion cycle just to maintain its competitive position. Now I’ll go through why CoreWeave’s business has a fatal flaw, in my opinion, unlike regular hyperscalers like AWS, which have developed proprietary software ecosystems and custom silicon. CRWV essentially acts as a middleman for third-party hardware. CoreWeave borrows cash to purchase GPUs and then leases them to AI developers, meaning that it should be valued as an infrastructure lender and not a high-tech software vendor. More so, this essentially creates a commodity trap where the company’s main edge is its access to supply, which is a moat that evaporates once hardware availability normalizes across the industry. The rapid obsolescence of hardware means that the financial health hinges on an economic life of about 6 years, but there is a case that the actual economic life of those GPUs is way shorter due to the relentless release of new and more efficient architectures. With NVIDIA’s Rubin architecture expect...
FactoryTh/iStock via Getty Images Trilogy Metals ( TMQ ) up 2.4% in Monday's trading as Raymond James upgraded shares to Outperform from Market Perform with a C$8 price target, citing copper exposure through the Arctic project in Alaska, with the support of the Alaskan government and the NANA regional Alaska Native corporation. Raymond James analyst Ben MacArthur said Trilogy Metals ( TMQ ) has su...
FactoryTh/iStock via Getty Images Trilogy Metals ( TMQ ) up 2.4% in Monday's trading as Raymond James upgraded shares to Outperform from Market Perform with a C$8 price target, citing copper exposure through the Arctic project in Alaska, with the support of the Alaskan government and the NANA regional Alaska Native corporation. Raymond James analyst Ben MacArthur said Trilogy Metals ( TMQ ) has sufficient cash on hand to fund its FY 2026 budget and its share of Ambler Metals' $17.5M fiscal budget; the company also has a $17.8M strategic investment commitment from the U.S. government given the strategic importance of the Upper Kobuk Mineral Projects, held in a 50-50 joint venture with South32, to domestic critical mineral supply chains. The Ambler Metals partners have approved a $35M budget, including geotechnical and condemnation drilling at Arctic and the reopening of the Bornite camp for multiyear exploration use, MacArthur said. Also, the U.S. Interior Department opened ~2.1M acres to mineral entry through Public Land Order 7966, including federal lands along the Ambler Access project corridor, removing future uncertainty over land status, and Secretary of the Interior Burgum indicated the Trump administration is actively considering participating in Ambler Road financing, potentially as an equity partner. More on Trilogy Metals Trilogy Metals: A Speculative Medium-Risk/High-Reward Play That Is A Proxy Bet On Executive Power Trilogy Metals: Solid Macro Tailwinds But Wait For Execution Financial information for Trilogy Metals