Brazil is set to exhaust its annual beef export quota to China by early May, industry officials said, as cattle prices hit a nominal record and Beijing’s import restrictions forced exporters across South America to scramble for alternative markets. The benchmark price for finished cattle tracked by the Centre for Advanced Studies on Applied Economics at the University of São Paulo reached R$365 (U...
Brazil is set to exhaust its annual beef export quota to China by early May, industry officials said, as cattle prices hit a nominal record and Beijing’s import restrictions forced exporters across South America to scramble for alternative markets. The benchmark price for finished cattle tracked by the Centre for Advanced Studies on Applied Economics at the University of São Paulo reached R$365 (US$71.57) per arroba (per 11.5-15kg) on Wednesday, a gain of 12.5 per cent over the past 12 months,...
JTKPHOTOz/iStock via Getty Images The Trade Desk, Inc. ( TTD ) may serve as a clear warning regarding the stock market’s ability to send stocks to the extreme ends of the spectrum. TTD was once priced as a can’t-lose kind of growth engine but is now priced as a deep value stock. The company has plenty of hurdles ahead of it in the form of competition and potential customer turmoil, but the strong ...
JTKPHOTOz/iStock via Getty Images The Trade Desk, Inc. ( TTD ) may serve as a clear warning regarding the stock market’s ability to send stocks to the extreme ends of the spectrum. TTD was once priced as a can’t-lose kind of growth engine but is now priced as a deep value stock. The company has plenty of hurdles ahead of it in the form of competition and potential customer turmoil, but the strong balance sheet, robust GAAP profitability, and low valuation make the appeal undeniable. I reiterate my "S trong Buy" rating for the stock. TTD Stock Price I last covered TTD in January , where I rated the stock a "Strong Buy" due to the transition to a focus on profitability. The stock has been pummeled since. Data by YCharts While there are understandable reasons behind the decline, I expect the low valuation to eventually matter. TTD Stock Key Metrics TTD works with companies to help purchase advertisements on their behalf across the entire web. In the past, this was often framed as implying an expansive opportunity that goes beyond the typical “walled garden” ecosystems of names like Meta Platforms ( META ) and Alphabet ( GOOGL ). Nowadays, investors appear concerned that the rise of AI has meant that those walled gardens may end up representing more and more of the entire web. 2025 Q4 Presentation In the most recent quarter, the company generated 14% YoY revenue growth to $847 million, narrowly exceeding guidance of $840 million. The size of that beat, as well as the growth rate relative to the much larger META, arguably left a lot to be desired. The company did generate $400 million in adjusted EBITDA, beating guidance of $375 million and representing a solid 47% margin. 2025 Q4 Presentation TTD ended the quarter with $1.3 billion of cash versus no debt, representing a strong, bulletproof balance sheet. The company spent $423 million of cash to repurchase stock in the quarter. Looking ahead, management guided the company to see around $678 million of revenue and $195 m...
Chile’s pension regulator set new risk-based rules limiting the use of derivatives by pension funds known as AFPs, tightening their scrutiny after foreign interest rate positions helped buttress returns but led to concerns about potential financial strain. Two new limits are imposed, according to a press release, one on the potential exposure of their positions and another on the liquidity the fun...
Chile’s pension regulator set new risk-based rules limiting the use of derivatives by pension funds known as AFPs, tightening their scrutiny after foreign interest rate positions helped buttress returns but led to concerns about potential financial strain. Two new limits are imposed, according to a press release, one on the potential exposure of their positions and another on the liquidity the funds have available to pay any potential margin calls. The maximum exposure will be 3% for the pension fund type A and B, 2.5% for fund type C, and 2% for type D and E funds. “This regulation responds to the important development that this type of instruments has experienced in recent years and its impact on the risk profile of the pension funds,” the regulator said in the release. “The purpose of the measure is to ensure that the level of risk assumed by the pension funds through operations with derivative instruments remains within prudent margins.” Up until now, the AFPs had wagered on lower long-term rates in the US through so-called receivers, then hedged the risk by making the opposite bet in short-term rates. The receivers enabled returns on the least risky AFP fund — known as the E funds and in which fixed-income investments are concentrated — of 7.5% last year, the best performance since 2022. But this also left the asset managers exposed to a sudden jump in long-term US interest rates, which could lead to a wave of margin calls. The AFP’s use of derivatives in receiving US interest rate positions grew from 10.6 million DV01 in early 2024 to 104.5 million of DV01 as of September 2025, according to a Citi note analyzing data from the regulator. That is also far greater than their receiving positions in local Camara swaps which stood at 11.6 million of DV01, a ratio of almost 10 to 1 in exposure. Read more: Chile Pension Proposal Seeks to Limit Swaps That Boosted Returns The new liquidity requirement calls for the funds to have a coverage ratio of at least 100% for eac...
Simpleimages | Moment | Getty Images Every year, married couples decide whether to file taxes jointly or separately . That choice could impact their 2025 taxes in new ways amid changes enacted via President Donald Trump 's " big beautiful bill ." Generally, the tax code favors the married filing jointly status, which combines a couple's income, credits and deductions onto a single return. By compa...
Simpleimages | Moment | Getty Images Every year, married couples decide whether to file taxes jointly or separately . That choice could impact their 2025 taxes in new ways amid changes enacted via President Donald Trump 's " big beautiful bill ." Generally, the tax code favors the married filing jointly status, which combines a couple's income, credits and deductions onto a single return. By comparison, married filing separately creates two returns with each spouse's allocation for earnings and tax breaks. "We've seen a handful of cases where married filing separately makes sense," said financial planner Gregory Guenther, owner of Grantvest Financial Group in Matawan, N.J. "But it's usually a very specific, numbers-driven decision rather than a broad strategy." More from Women and Wealth: Expecting to fight about money with your partner? You might be wrong: study Belle Burden's 'Strangers' highlights key financial red flags for women Single women see homeownership as 'a wealth-building tool,' economist says More women pursue skilled trades — here's what some said about their experience Older women may inherit most of $54 trillion in spousal 'great wealth transfer' Couples often miss this 'overlooked tax break' for retirement savers: CFP Women and the K-shaped economy: Lower pay, affordability issues reduce spending During tax year 2023, more than 55.5 million couples opted for married filing jointly compared to about 4.1 million who filed separately, according to the latest IRS data. Typically, joint filers pay less income taxes due to wider tax brackets , which means couples can earn more before reaching the next tier. There's also a higher standard deduction, worth $31,500 for married couples filing jointly, compared to $15,750 for filing separately for 2025. The downsides of filing separately Filing separately can bring "unintended consequences," according to Lawrence Pon, a certified financial planner with advisory firm Pon & Associates in Redwood City, Calif. F...
STOCKSTOWATCHTODAY BLOG Intel was considered dead money for many years. The stock is finally proving those naysayers wrong. The chip maker looks to be approaching an inflection point, after years of stock underperformance and heavy investment.
STOCKSTOWATCHTODAY BLOG Intel was considered dead money for many years. The stock is finally proving those naysayers wrong. The chip maker looks to be approaching an inflection point, after years of stock underperformance and heavy investment.
In the 1970s, the late Jane Goodall observed a community of chimpanzees in Gombe, Tanzania, breaking into two factions; the males in one group ended up killing all the males in the rival group over the next four years, along with one female chimp. But the case was considered an anomaly, although there is genetic evidence suggesting this kind of split is a rare event occurring every 500 years or so...
In the 1970s, the late Jane Goodall observed a community of chimpanzees in Gombe, Tanzania, breaking into two factions; the males in one group ended up killing all the males in the rival group over the next four years, along with one female chimp. But the case was considered an anomaly, although there is genetic evidence suggesting this kind of split is a rare event occurring every 500 years or so. Now researchers have observed the largest known community of Ngogo chimpanzees in Uganda also permanently splitting into two rival groups with a similar outbreak of violence, according to a new paper published in the journal Science. "What's especially striking is that the chimpanzees are killing former group members," said co-author Aaron Sandel , an anthropologist at the University of Texas, Austin. "The new group identities are overriding cooperative relationships that had existed for years. I would caution against anyone calling this a civil war. But the polarization and collective violence that we have observed with these chimpanzees may give us insight into our own species." The authors analyzed 24 years' worth of data from social networks, 10 years of GPS tracking, and 30 years of demographic data on the Ngogo chimps in Uganda's Kibale National Park. They identified three distinct phases to the split. First there was an abrupt shift as chimp relationships became polarized into two distinct clusters: Western and Central. The chimps then spent the next two years increasingly avoiding those in their rival cluster; there were very few interactions across clusters, and Western male chimps started patrolling their territory, showing increased aggression toward Central males. By 2018, the fissure had become permanent. Read full article Comments
J Studios/DigitalVision via Getty Images Thesis Summary In my last article, I upgraded CoreWeave, Inc. ( CRWV ) stock to a Strong Buy. My thesis back then was simple. The market was pricing balance sheet risk, justifiably, but I believed demand would ultimately win. Since then, two things have happened. Demand has not just held up, it has actually accelerated. And more importantly, capital markets...
J Studios/DigitalVision via Getty Images Thesis Summary In my last article, I upgraded CoreWeave, Inc. ( CRWV ) stock to a Strong Buy. My thesis back then was simple. The market was pricing balance sheet risk, justifiably, but I believed demand would ultimately win. Since then, two things have happened. Demand has not just held up, it has actually accelerated. And more importantly, capital markets have remained wide open to fund that demand. CoreWeave has now passed the survival stage and is in the growth stage. While other data center stocks have rallied, CRWV has been left behind, but now it’s time to catch up. The opportunity is still not fully priced, and this remains a window to load up. The Demand Story Just Broke Higher The biggest update since my last post is, of course, the expanded agreement with Meta Platforms ( META ). This is a $21 billion deal, extending through 2032, with special focus on inference workloads. $21 billion is nothing to scoff at, but the significance of this goes well beyond the headline number. The deal confirms what management has been saying for months. Demand is not normalizing or slowing down; it is stepping higher. Inference is becoming continuous, always-on, and increasingly complex and that change shifts the AI story. In this regard, CoreWeave is no longer just supplying capacity for model training cycles. It is becoming embedded in the ongoing operation of AI systems. CoreWeave Is De-Risking The bear case on CoreWeave has always been straightforward. Too much capex, funded by too much debt at too high interest and therefore too much reliance on capital markets. But while this is true, I think CRWV has now proven it can get funding. CoreWeave has just announced plans to raise $3 billion in convertible senior notes. Yes, they are unsecured, and of course, there is potential dilution. But this misses the bigger point. The fact that CoreWeave can raise capital at this scale, in this environment, after everything that has happened i...
Bloom Energy (NYSE: BE) stock jumped 7.5% through 1:25 p.m. ET Thursday after investment bank Susquehanna lowered its price target -- but only to $173 per share. With Bloom stock trading below $158 today, the analyst still sees $15 worth of upside in the hydrogen stock -- and Susquehanna is keeping a "positive" rating on Bloom. Image source: Getty Images. Continue reading
Bloom Energy (NYSE: BE) stock jumped 7.5% through 1:25 p.m. ET Thursday after investment bank Susquehanna lowered its price target -- but only to $173 per share. With Bloom stock trading below $158 today, the analyst still sees $15 worth of upside in the hydrogen stock -- and Susquehanna is keeping a "positive" rating on Bloom. Image source: Getty Images. Continue reading
If you make a mistake in an Instagram comment, you can now finally fix it without having to delete the comment and make it again. On Thursday, Instagram announced that users can now edit their comments within 15 minutes of posting them, which should hopefully give you ample time to clean up any errors. You can make as many edits as you like while that 15-minute period is in effect, Meta spokespers...
If you make a mistake in an Instagram comment, you can now finally fix it without having to delete the comment and make it again. On Thursday, Instagram announced that users can now edit their comments within 15 minutes of posting them, which should hopefully give you ample time to clean up any errors. You can make as many edits as you like while that 15-minute period is in effect, Meta spokesperson Nicole Rechtszaid tells The Verge . If you want to edit one of your comments, just tap the "Edit" text that shows up after you add a comment to a post. (I'm seeing the feature after making a couple test comments on the iOS app.) Any edited commen … Read the full story at The Verge.
AI spending from hyperscalers is accelerating again, boosting sentiment for Nvidia, Meta Platforms, and other tech giants as investors refocus on growth.
AI spending from hyperscalers is accelerating again, boosting sentiment for Nvidia, Meta Platforms, and other tech giants as investors refocus on growth.
One of the biggest debates raging on Wall Street in recent months is what to make of Nvidia (NASDAQ: NVDA) . The company was arguably the catalyst for the artificial intelligence (AI) revolution, supplying the graphics processing units (GPUs) that enable the technology. After a run of 1,180% that spanned three years, the stock has fallen 36% from its peak and is back where it was one year ago. Man...
One of the biggest debates raging on Wall Street in recent months is what to make of Nvidia (NASDAQ: NVDA) . The company was arguably the catalyst for the artificial intelligence (AI) revolution, supplying the graphics processing units (GPUs) that enable the technology. After a run of 1,180% that spanned three years, the stock has fallen 36% from its peak and is back where it was one year ago. Many investors believe the sell-off is unwarranted and that it's only a matter of time before Nvidia's stock price rebounds, particularly in light of the company's recent forecast. But one classic financial model suggests Nvidia's stock price should be above $900. Image source: Getty Images. Continue reading
DEERFIELD, Ill., April 09, 2026 (GLOBE NEWSWIRE) -- BAB, Inc. (OTCQB: BABB), announced its financial results for the first quarter ended February 28, 2026. For the quarter ended February 28, 2026, BAB had revenues of $724,000 and net income of $119,000, or earnings of $0.02 per share, versus revenues $757,000 and net income of $116,000, or earnings of $0.02 per share, for the same quarter last yea...
DEERFIELD, Ill., April 09, 2026 (GLOBE NEWSWIRE) -- BAB, Inc. (OTCQB: BABB), announced its financial results for the first quarter ended February 28, 2026. For the quarter ended February 28, 2026, BAB had revenues of $724,000 and net income of $119,000, or earnings of $0.02 per share, versus revenues $757,000 and net income of $116,000, or earnings of $0.02 per share, for the same quarter last year.