War tensions ripple through tech as stocks slide and AI spending surges—but helium is emerging as a hidden risk. Ann Milletti, Allspring Global Head of Equity Investments, joined Bloomberg Open Interest to explain how, with roughly 30% of global supply tied to the Middle East, the Iran conflict could disrupt semiconductor production, raise costs, and reshape the future of innovation. (Source: Bloo...
War tensions ripple through tech as stocks slide and AI spending surges—but helium is emerging as a hidden risk. Ann Milletti, Allspring Global Head of Equity Investments, joined Bloomberg Open Interest to explain how, with roughly 30% of global supply tied to the Middle East, the Iran conflict could disrupt semiconductor production, raise costs, and reshape the future of innovation. (Source: Bloomberg)
Cotton price action is up 12 to 34 points so far on Tuesday AM trade. Futures posted 22 to 79 points across most contracts on Monday, with the front months leading the charge. The US dollar index was $0.025 lower at $99.830. Crude Oil was up $1.06 at $112.60. Crop...
Cotton price action is up 12 to 34 points so far on Tuesday AM trade. Futures posted 22 to 79 points across most contracts on Monday, with the front months leading the charge. The US dollar index was $0.025 lower at $99.830. Crude Oil was up $1.06 at $112.60. Crop...
Wheat is extending weaker on Tuesday, despite weaker than expected conditions reported by NASS on Tuesday. The wheat complex was mostly lower on Monday across the three markets. Chicago SRW futures were mixed, with front months down 1 to 3 cents and back months higher. Open interest rose 4,202 contracts....
Wheat is extending weaker on Tuesday, despite weaker than expected conditions reported by NASS on Tuesday. The wheat complex was mostly lower on Monday across the three markets. Chicago SRW futures were mixed, with front months down 1 to 3 cents and back months higher. Open interest rose 4,202 contracts....
Soybeans are down 1 to 2 cents early on Tuesday. Futures posted gains on Monday, with contracts 3 to 5 1/2 cents higher at the post-Easter close. Open interest was up 3,222 contracts on Monday. The cmdtyView national average Cash Bean price was up 3 1/4 cents at $10.97 1/2....
Soybeans are down 1 to 2 cents early on Tuesday. Futures posted gains on Monday, with contracts 3 to 5 1/2 cents higher at the post-Easter close. Open interest was up 3,222 contracts on Monday. The cmdtyView national average Cash Bean price was up 3 1/4 cents at $10.97 1/2....
da-kuk Stock futures edged lower on Tuesday as geopolitical tensions intensified following reports of U.S. military strikes on Iran's Kharg Island. The targeted operation at the strategic oil hub comes as President Donald Trump warned of "imminent destruction" for the nation if it refuses to agree to a ceasefire. Here are some of Tuesday's biggest stock movers: Biggest stock gainers Humana ( HUM )...
da-kuk Stock futures edged lower on Tuesday as geopolitical tensions intensified following reports of U.S. military strikes on Iran's Kharg Island. The targeted operation at the strategic oil hub comes as President Donald Trump warned of "imminent destruction" for the nation if it refuses to agree to a ceasefire. Here are some of Tuesday's biggest stock movers: Biggest stock gainers Humana ( HUM ) +4% – Medicare insurers rallied after the Centers for Medicare & Medicaid Services said it will raise average Medicare Advantage payments by 2.48% for 2027, amounting to more than $13B in additional funding. The move lifted peers, including Elevance Health ( ELV ) +3%, UnitedHealth Group ( UNH ) +8%, CVS Health ( CVS ) +3%, and Centene Corporation ( CNC ) +1%, as investors priced in improved reimbursement outlooks. Paramount Skydance ( PSKY ) +4% – Shares advanced after the company secured equity syndication agreements with major Gulf investors, including the Public Investment Fund and Qatar Investment Authority, to help fund its acquisition of Warner Bros. Discovery ( WBD ), alongside participation from RedBird Capital Partners and David Ellison-related entities. The structure involves issuing non-voting Class B shares tied to capital commitments, while Ellison and RedBird retain full voting control via Class A stock, with a $46.7B PIPE investment priced at $16.02/share, further strengthening financing for the transaction. Broadcom ( AVGO ) +3% – Shares gained after announcing a long-term deal with Alphabet (GOOG/GOOGL) to develop future generations of tensor processing units (TPUs) through 2031, alongside a supply agreement for networking and AI rack components. The companies also partnered with Anthropic to deliver multi-gigawatt TPU capacity starting in 2027. Citi analyst Atif Malik flagged potential upside to Broadcom’s $100B–$130B AI revenue target while reiterating a Buy rating and $475 price target. Biggest stock losers Mach Natural Resources LP ( MNR ) -10% – Shar...
Tim Robberts/DigitalVision via Getty Images SoundHound AI ( SOUN ) is a software leader in AI-driven voice technology and is therefore benefiting massively from the expansion of the agentic AI market. The start-up achieved a major inflection point in the fourth-quarter as it reported a significant turnaround in its net profit situation and it was highly successful in signing up new customers in it...
Tim Robberts/DigitalVision via Getty Images SoundHound AI ( SOUN ) is a software leader in AI-driven voice technology and is therefore benefiting massively from the expansion of the agentic AI market. The start-up achieved a major inflection point in the fourth-quarter as it reported a significant turnaround in its net profit situation and it was highly successful in signing up new customers in its. In addition, Soundhound AI expanded its footprint and managed to diversify its customer base, by adding new paying clients in healthcare and financial services. While SoundHound AI is experiencing a revenue surge, and positive net profits, shares of the software company have recently revalued lower amid growing concerns about the disruptive impact of AI on SaaS companies. I believe concerns are exaggerated as the utilization of artificial intelligence is actually a catalyst that helps SoundHound AI develop its product portfolio and grow its market presence. With shares recently dropping below the 3-year average P/S ratio, I believe the investment backdrop and recent accomplishments justify a rating up-grade. Data by YCharts Previous rating I up-graded shares of SoundHound AI to buy in my last work in November -- Strong Agentic AI Growth -- after the AI voice technology enterprise saw positive traction with its Amelia 7 voice technology platform. Further, in response to acquisition success, Soundhound AI is seeing significant growth in its top line, while also publishing an improvement in its profitability profile. I like the contrarian investment setup here in the sense that recent SaaS concerns have heavily weighed on the software sector. With SoundHound AI continuing to deliver strong results, I believe the software AI company could be set for a revaluation to the upside in 2026. A key player in voice AI technology Soundhound AI has achieved considerable sign-up momentum for new clients and as a result posted record 2025 revenues of $168.9M, showing a nearly-100% year-...
Just_Super/iStock via Getty Images To speed up rider and delivery matching and enhance its infrastructure and artificial intelligence capabilities, Uber Technologies ( UBER ) is expanding its use of Amazon Web Services’ ( AMZN ) Gravitron4 and Trainium3 processors. "Uber operates at a scale where milliseconds matter," said Kamran Zargahi, vice president of engineering at Uber. "Moving more Trip Se...
Just_Super/iStock via Getty Images To speed up rider and delivery matching and enhance its infrastructure and artificial intelligence capabilities, Uber Technologies ( UBER ) is expanding its use of Amazon Web Services’ ( AMZN ) Gravitron4 and Trainium3 processors. "Uber operates at a scale where milliseconds matter," said Kamran Zargahi, vice president of engineering at Uber. "Moving more Trip Serving workloads to AWS gives us the flexibility to match riders and drivers faster and handle delivery demand spikes without disruption.” By moving more of these applications to Gravitron4, Uber ( UBER ) can reduce energy costs while scaling rapidly during peak demand. In addition to increased reliance on AWS’ Gravitron4, Uber ( UBER ) has also begun experimenting with AWS Trainium3 chips to train some of the AI models that help power its apps. These models analyze data from billions of rides and deliveries to determine which driver or courier to send, calculate arrival times, and recommend the best delivery options to the customer in a more cost-effective manner. More on Uber, Amazon Amazon Vs. Starlink: The $9 Billion Globalstar Deal That Could Change Everything What The Market Got Wrong With Uber (Rating Upgrade) Amazon: This Is Worse Than You Think Jeff Bezos' Project Prometheus hires xAI co-founder from OpenAI: report Amazon reduces its reliance on USPS as expected
watch now VIDEO 8:56 08:56 NASA Administrator Jared Isaacman on what's next following successful Artemis II flyby Squawk Box The crew of Artemis II captured what NASA's chief called an "absolutely stunning" photo of the moon eclipsing the sun, as the spacecraft broke Apollo 13's 56-year-old record for the longest distance traveled by humans from Earth. "This is not AI," NASA Administrator Jared Is...
watch now VIDEO 8:56 08:56 NASA Administrator Jared Isaacman on what's next following successful Artemis II flyby Squawk Box The crew of Artemis II captured what NASA's chief called an "absolutely stunning" photo of the moon eclipsing the sun, as the spacecraft broke Apollo 13's 56-year-old record for the longest distance traveled by humans from Earth. "This is not AI," NASA Administrator Jared Isaacman said in an interview with CNBC's " Squawk Box " on Tuesday. "This is why we do what we do," said Isaacman, as Artemis II continued heading back home to Earth. The White House posted the photo taken Monday by Artemis II, and NASA released other photos from the Orion capsule , which conducted a six-hour flyby of the moon with four astronauts on board. Artemis II view of the moon eclipsing the sun. NASA Isaacman said, "I just looked at the pictures about five minutes before getting on ... this interview, and I would just say they looked absolutely stunning." Artemis' crew "mentioned this last night during the webcast that they don't know if human eyes are ready to see what they've captured," he said. A view of the Moon as the Artemis II mission's Orion spacecraft approaches to reach its furthest distance from Earth, in this screengrab taken from a livestream video on April 6, 2026. Nasa | Via Reuters "I just paused when I saw it," Isaacman said. "This is why we send astronauts father into space than ever before." "It's why we bring them back home and learn and continue what is, I think, the greatest adventure in human history," he said. Read more CNBC politics coverage U.S. fighter jet shot down in Iran, one crew member rescued: MS NOW Trump calls for huge increase in defense spending, domestic spending cuts Trump tariff fallout: Some industries grapple with effects one year later Trump threatens to destroy Iranian infrastructure Army chief of staff fired by Hegseth, Reuters Tiger Woods called Trump after DUI crash, he told cop on bodycam video Warner, Schiff probe pote...