TomasSereda/iStock via Getty Images Lundin Gold ( LUGDF ) has signed a deal to buy electricity generated by a 45 MW hydroelectric plant under construction to power its Fruta del Norte gold mine in Ecuador over the next 5-10 years, Bloomberg reported Tuesday. The power purchasing agreement with Ecuadorian company Berka Capital for the Hidroquest hydropower plant will make Fruta del Norte independent of state-run power companies, reduce demand on the country's grid, and cut costs, the company said. Current electricity demand is 20 MW, which could rise to 27 MW in 2028 pending approval of expansion plans, all of which will be covered by Hidroquest when the renewable electricity plan goes online in August or September, according to the report. Lundin Gold ( LUGDF ) said negotiations over its power needs began in 2022, ahead of Ecuador's spate of blackouts in 2022-23, while the agreement meets government demands that mining companies obtain their electricity from the private sector. More on Lundin Gold Lundin Gold Q1 2026 Earnings Call Presentation Lundin Gold Q1 2026 Earnings Call Transcript Lundin Gold: Moderately To Generously Valued Stock But With Ascent (Upgrade)

The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, Boeing is the #6 analyst pick. Boeing also comes in above the median of analyst picks among the broader S&P 500 index components,

Earnings Call Insights: United Natural Foods (UNFI) Q3 fiscal 2026 Management view CEO James Alexander Douglas said, "In the third quarter of fiscal 2026, UNFI continued to make steady progress on our value creation strategy" and added, "Through disciplined execution of our strategy, we generated strong profitability and free cash flow while continuing to strengthen our balance sheet and increase our financial flexibility." CEO Douglas framed UNFI’s focus around a "growing $90 billion target addressable market" and said, "UNFI's underlying net sales performance, excluding the impact of accretive optimization, was in line with the estimated low single-digit growth of our target addressable market." CEO Douglas highlighted capability and product initiatives, including: "We also continue to invest in talent... including adding a new leader for our digital services business" and "we rolled out a new digital marketplace called Endless Aisle," while also noting private brands innovation: "introducing more than 30 new SKUs." CFO Giorgio Tarditi said, "Our third quarter results reflect disciplined execution of our strategy... which enabled us to deliver strong profitability and free cash flow generation while further reducing net leverage," and reported, "our third quarter sales came in at approximately $7.7 billion." Chief Strategy Officer Kristyn Farahmand disclosed an investor-relations change: "Steve Bloomquist... has moved to a part-time consulting role" and "I'll be leading our earnings calls going forward." Outlook CFO Tarditi said, "Based on our year-to-date performance and forecast for the balance of the year, we are reiterating outlook midpoints across all outlook metrics and narrowing expected ranges for net sales, net income, EPS, adjusted EBITDA and adjusted EPS," adding that it "includes some acceleration of profitability benefits to the third quarter" and "we continue to expect investment spend to ramp as we close out fiscal 2026." CFO Tarditi described the Q...

Earnings Call Insights: Titan Machinery Inc. (TITN) Q1 fiscal 2027 Management View "Fiscal '27 first quarter results came in slightly ahead of our expectations. Equipment margin improvement arrived sooner than anticipated, and we view this as a direct result of the disciplined work our team has done over the past several quarters to clear aged inventory and position the business for the next phase of the cycle." (President, CEO & Director Bryan Knutson) "Overall, we had a relatively strong start to the year due to timing of deliveries, but the underlying demand environment for our customers remains challenged as their margins are under pressure from a combination of low commodity prices and higher input costs. As such, we are maintaining our full year guidance." (President, CEO & Director Knutson) "As we discussed last quarter, our focus has shifted from absolute inventory reduction to mix optimization." (President, CEO & Director Knutson) "Total revenue was $522.4 million compared to $594.3 million in the prior year period...gross profit margin expanded 180 basis points to 17.1% as compared to 15.3% in the prior year." (CFO & Treasurer Bo Larsen) "In Europe, we completed the majority of our wind-down activities for our German operations during the first quarter, marking an important milestone in our footprint optimization efforts." (President, CEO & Director Knutson) Outlook "We are reaffirming each of the modeling assumptions for fiscal '27 we introduced on last quarter's call." (CFO & Treasurer Larsen) "As a reminder, our segment revenue assumptions are: For agriculture to be down 15% to 20%; construction, flat to up 5%, Europe, down 20% to 25% and Australia up 10% to 15%." (CFO & Treasurer Larsen) "From a margin perspective, we continue to expect consolidated full year equipment margin to be approximately 8.4%, which compares to 7.3% in fiscal 2026." (CFO & Treasurer Larsen) "Bringing it all together, we are reaffirming our full year adjusted EBITDA range of $17...

Earnings Call Insights: The J. M. Smucker Company (SJM) Q4 fiscal 2026 Management View CEO Mark Smucker framed the quarter and FY2027 setup as positive, saying, "we had a great quarter and a solid outlook for our new fiscal year" (CEO Mark Smucker), and added, "we are pleased with the momentum of our portfolio as we enter fiscal year '27" (CEO Smucker). On Uncrustables, Smucker reiterated scale and moderated growth expectations, stating, "Uncrustables, we hit $1 billion" and "we do expect to continue to see growth in the Uncrustables brand" while noting, "It won't be double-digit growth" (CEO Smucker). On the upcoming packaging shift, he said, "all Uncrustables will be fridge-friendly" and "we are transitioning every sandwich to that format" (CEO Smucker). On Hostess, Smucker emphasized near-term stabilization over portfolio actions, saying, "our focus continues to be stabilizing that business and improving profitability" (CEO Smucker), while citing specific brand performance: "Donettes grew 13% and represents about 40% of the portfolio" (CEO Smucker). CFO Tucker Marshall highlighted FY2027 cost posture and how the company plans to manage inflation, stating, "excluding green coffee and tariffs, we do anticipate cost inflation of low single digits across the balance of our portfolio" and that this outlook is "largely coming through packaging, ingredients and transportation" (CFO Tucker Marshall). Outlook Management’s FY2027 top-line outlook was framed around coffee deflation timing: "as we've called out a down 3% to down 4% of top line net sales" and "We'll really begin to experience the deflation associated with green coffee in our second quarter onward" (CFO Marshall). Smucker said the company is being cautious on coffee demand modeling as pricing declines, explaining, "we really just wanted to be, frankly, prudent in terms of how we're factoring in elasticities" and "the consumer continues to be cautious" (CEO Smucker). On Uncrustables, Marshall quantified the gro...

Equity markets have historically delivered strong gains before and during major IPO waves, according to a Deutsche Bank chart shared ahead of the upcoming SpaceX ( SPCX ) IPO. The chart tracked median S&P 500 ( SP500 ) performance around issuance upcycles over the past three decades and showed stocks generally trending higher as IPO activity accelerated. According to Deutsche Bank's analysis, median equity returns averaged about 8% over three months and more than 20% over 12 months during previous issuance waves. The chart also showed that issuance activity typically bottomed around the start of an IPO cycle before steadily recovering over the following months, coinciding with a sustained rise in the S&P 500. Measured from the beginning of issuance upcycles, the index climbed consistently over roughly 250 trading days, suggesting that periods of improving IPO activity have historically been accompanied by a favorable backdrop for equities. The historical pattern comes as investors prepare for the highly anticipated SpaceX listing, which many market participants see as a potential catalyst for a broader revival in U.S. initial public offerings. Here is the chart: Deutsche Bank More on SpaceX, S&P 500 Index, etc. Mega IPOs And The Passive Investor May CPI Preview: Lower Oil, Stickier Inflation 7 Signs Markets Are Near A Top Weekly ETFs: Six of 11 sectors record outflows; materials sector leads inflows AI job crisis nowhere to be found as hiring remains strong, Apollo says

U.S. Stocks Move Sharply | Nasdaq Plunges Late at Night, Extending Losses to 2%; Micron Technology (MU.US) Drops Over 4.8% Moomoo

在美国总统唐纳德・特朗普斡旋呼吁停火后，伊朗与以色列宣布停止互相打击，受此消息影响，国际油价周二大跌约 4%。 美东时间上午 10 点 28 分（格林尼治标准时间 14：28），布伦特原油期货下跌 3.40 美元，跌幅 3.6%，报每桶 90.85 美元；美国西德克萨斯轻质原油（WTI）下滑 3.71 美元，跌幅 4.1%，报每桶 87.59 美元。 布伦特原油有望创下 4 月 17 日以来最低收盘价格，WTI 原油则将录得 5 月 29 日以来最低收盘价。 应特朗普的停战呼吁，以色列与伊朗已于周一停止直接相互攻击，但德黑兰方面表态，若以色列持续打击其盟友黎巴嫩真主党武装，伊朗将重启对抗行动。 周二以色列空袭黎巴嫩南部历史港口城市提尔，造成至少 8 人遇难，即便如此，伊朗截至目前仍克制未发起报复打击。 能源咨询机构里特布施联合公司分析师在研报中表示：“本轮以伊冲突紧张局势缓和、双方走向停火，叠加特朗普释放乐观信号，称以伊谈判已进入收尾阶段，战争有望在两三天内结束，多重因素共同打压油价走低。” 目前伊朗仍封锁霍尔木兹海峡大部分航运通道；冲突爆发前，全球五分之一的原油与液化天然气经该海峡运输。与此同时，美国也对伊朗港口实施封锁。 其他市场层面，全球最大原油进口国中国 5 月原油进口量同比骤降 29%，创下八年新低，进口规模连续大幅下滑，进一步压制国际油价上行空间。 全球原油供需与库存数据 市场静待美国能源信息署（EIA）周三发布全球原油供需报告，以及美国石油学会（API）于周二晚间公布的周度原油库存数据。 分析师预估，截至 6 月 5 日当周，美国能源企业从储备库中提取原油 340 万桶。 若预估属实，这将是自 2025 年 1 月以来，美国原油库存连续第七周出现去库。去年同期库存减少 360 万桶，2021 至 2025 年五年同期平均去库规模为 70 万桶。 责任编辑：郭明煜

格隆汇6月9日｜受大盘抛售潮影响，加之市场对美国今年加息的预期升温，金价在出现反弹后一路走弱，而投资者的关注点则转向了本周晚些时候将公布的关键通胀数据。盘中，期现黄金双双跌破4300美元关口，现货黄金日内跌超1%。RJO期货公司高级市场策略师Bob Haberkor表示：“交易员们对当前市场形势略感不安……所有市场普遍进入避险模式。我认为，正是这种避险情绪导致了黄金价格的下跌。”Haberkor补充道：“在美联储给出更明确的指引之前，黄金和白银价格仍处于下行压力之下。”

New York state's electricity reserves are shrinking, grid operator says Reuters

Apollo and Blackstone are financing a $35 billion expansion of AI computing capacity for Anthropic using Broadcom's custom chips ‌and networking solutions as part of a tie-up between the ‌asset managers and the chipmaker. The initial commitment will expand the Claude Code creator's AI computing ​capacity by one gigawatt, the companies said on Tuesday. The capacity is expected to be deployed at Fluidstack-operated sites beginning mid-2026, with the cloud computing company providing the physical ‌data-center infrastructure that will ⁠run Anthropic's AI systems.

We would like to hear about your television highlights of the year so far. Share your thoughts now The Guardian’s culture writers have compiled their favourite TV shows of the year so far – and we’d like to hear about yours, too. Are there any new series that you would recommend watching? What have been best TV shows of the year so far, and why? Continue reading...

Bosses of M&S, Sainsbury’s and Tesco among those writing to Starmer calling for action on youth unemployment crisis We would like to hear from young people in the UK about their job-hunting experiences Some of the UK’s biggest retailers are planning to write to the prime minister urging him to tackle the youth unemployment crisis, with signatories expected to include the bosses of Marks & Spencer, Sainsbury’s and Tesco. Lobby group the British Retail Consortium said it had drafted a letter to Keir Starmer calling for action, and is circulating it among its 200 members, which include all the main UK retailers (with the exception of Games Workshop) as well as smaller shops. The letter is expected to be published on Wednesday. Continue reading...

carlofranco/iStock via Getty Images Thesis There is an easy version of the Quanex Building Products Corporation ( NX ) story. It is a hundred-year-old industrial company that makes parts that go into a lot of windows, doors, and cabinets in American homes. And, at least according to most traditional valuation metrics, the stock looks cheap . It trades at less than half of its estimated fair value. Its forward earnings multiple is more than 50% below the sector average. The cash flow yield is above 20%. Seeking Alpha Meanwhile, the stock has significantly underperformed versus the broader market ( SP500 ). So, for a very patient value investor, this is the kind of name you’d probably flag. The problem is that the rest of the market may be right. Quanex: Scale Won't Solve This Quanex is in a pretty advantageous position. It does not sell directly to homeowners. Instead, it sells to the companies that do. That is insulating glass spacers , vinyl extrusions, hardware, and wood parts. This is what makes Quanex a sticky relationship with its customers. It also shields Quanex from the vagaries of retail demand. Basically, when JELD-WEN or Andersen wins a project, Quanex probably benefits too. The Tyman deal in 2024 made that reach a lot bigger; it added European hardware and window-and-door products to a business that was already strong in North America. Seeking Alpha With about $1.8 billion in annual revenue, Quanex now plays across several building products niches, where it overlaps with and competes with names like Leggett & Platt and JELD-WEN. Net leverage : 3.1x Liquidity: $328.6M Cash: $63.7M. But the Tyman deal also came with a catch: more debt. Long-term debt accounts for over half of Quanex’s total capital. Net debt to adjusted EBITDA is 3.1x as the company heads into the back half of fiscal 2026. It’s not crazy high, but it doesn’t leave much room for error, especially in a market where errors are all too easy to come by. The bigger issue is with costs. Inflation...

Apple (AAPL) Faces Regulatory Scrutiny in Russia GuruFocus

British player wants win to be launchpad for grass season Jack Draper pulls out of men’s event to continue recovery Emma Raducanu believes her dominant start to the grass-court season can be the launchpad for success over the coming month as she reached the second round at Queen’s with a 6-0, 6-3 win over Anna Blinkova, a qualifier. “It was a really good stepping stone, and the way I was feeling on the court, the way I was moving, the way I was expressing myself, just the whole package, not necessarily the tennis, just how I kind of was acting on the court, I really enjoyed it,” Raducanu said. “That’s something that I want to take forward in all of my matches and really embrace this grass-court season.” Continue reading...

Apple's Stock (AAPL) Declines Over 3% After WWDC 2026 Announceme GuruFocus

格隆汇6月9日｜恐慌指数VIX上涨1.1点，报20.02。

The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board.

Up 300%, Is AMD Stock Still a Buy? Yahoo Finance

Key PointsShares of Advanced Micro Devices continue to soar because of AI data center demand for its chips.

Andrii Dodonov/iStock via Getty Images Fund Commentary The first quarter was defined less by realized macroeconomic outcomes than by a reassessment of risks. Economic momentum entering the quarter was reasonably constructive, and published consensus estimates for trend-like global growth and manageable inflation largely remained intact by quarter-end. However, sentiment shifted as the Iran war moved into its second month, biasing expectations toward weaker growth and higher inflation. The effective closure of the Strait of Hormuz disrupted the flow of a meaningful share of global commodity supply, including oil, natural gas, fertilizers, and other inputs. While strategic stockpiles provided a buffer, each day without a definitive path to resolution increased the risk of supply depletion and a more pronounced global energy shock. The potential economic implications varied across regions, with net energy importers in Europe and Asia facing greater scrutiny than the U.S. Oil futures pointed to a baseline scenario of easing tensions, consistent with expectations for a manageable global economic impact. Still, mixed headlines exiting the quarter tempered confidence that a resolution was imminent, leaving investors to contemplate the risk of a more prolonged disruption. While it remained too early to assess the conflict's impact in economic data, central bank expectations responded more rapidly during the quarter. Futures markets now price multiple rate hikes this year from both the Bank of England and the European Central Bank. Markets also dialed back easing expectations from the U.S. Federal Reserve, shifting from two cuts to a hold this year. Despite a strong start, a challenging March led to weak 1Q financial market returns. Global equities declined 3%, while fixed income returns were slightly negative with headwinds from both rates and credit spreads. Brent crude oil prices surged above $100 per barrel, leaving the energy sector as the standout winner in the equity ...

A study of analyst recommendations at the major brokerages shows that Boeing Co. (Symbol: BA) is the #6 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel. Boeing Co. also comes in above the median of analyst picks

A study of analyst recommendations at the major brokerages shows that Reliance Inc (Symbol: RS) is the #12 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Global Minin

Apple Hospitality REIT， Inc．（纽约证券交易所代码：APLE）周二宣布，计划于美国东部时间2026年8月5日（星期三）收盘后发布2026年第二季度财务业绩，并定于8月6日（星期四）上午11：00举行投资者电话会议，讨论季度业绩。该公司是一家公开上市、主要投资于美国高档精选服务酒店的房地产投资信托基金。 此次电话会议的参与者可通过电话或互联网接入。美国国内的参会者可拨打877-407-9039。此外，感兴趣的人士也可通过访问公司官网投资者关系部分（ir.applehospitalityreit.com）收听电话会议的现场网络直播。 电话会议的重播将于美国东部时间8月6日下午3：00左右开始，并提供至8月20日晚上11：59。重播的国内拨入号码为844-512-2921，国际拨入号码为412-317-6671，密码为13760939。同时，公司官网将在一定时间内提供网络直播的存档。 根据公司介绍，Apple Hospitality REIT的投资组合包含216家酒店，在美国37个州和哥伦比亚特区的83个市场拥有约29500间客房，主要集中于希尔顿和万豪等知名品牌酒店旗下。该公司此前报告称，其2026年第一季度每间可用客房同比增长3.6%，达到90.39美元，营收为3.173亿美元。分析师预计第二季度每股收益为0.46美元，季度营收为3.8722亿美元。根据历史财报发布时间推测，更多财务细节将在即将发布的季度更新中披露。 责任编辑：张俊 SF065