OAKLAND, Calif., March 05, 2026 (GLOBE NEWSWIRE) -- ContextLogic Holdings Inc. (OTCQB: LOGC) (“ContextLogic,” the “Company,” “we” or “our”) today reported its financial results for the fourth quarter and fiscal year ended December 31, 2025. Company Update Subsequent to the end of the fourth quarter 2025, the Company completed the acquisition of US Salt Parent Holdings, LLC and its subsidiaries (to...
OAKLAND, Calif., March 05, 2026 (GLOBE NEWSWIRE) -- ContextLogic Holdings Inc. (OTCQB: LOGC) (“ContextLogic,” the “Company,” “we” or “our”) today reported its financial results for the fourth quarter and fiscal year ended December 31, 2025. Company Update Subsequent to the end of the fourth quarter 2025, the Company completed the acquisition of US Salt Parent Holdings, LLC and its subsidiaries (together, "US Salt"), marking a pivotal milestone in ContextLogic's evolution into a business ownership platform. The Company remains focused on identifying and pursuing additional acquisitions of businesses that are niche, competitively advantaged, and built for long-duration value creation. Fourth-Quarter Fiscal 2025 Financial Highlights On December 8, 2025, ContextLogic announced the planned $907.5 million acquisition of US Salt and subsequently completed the transaction on February 26, 2026. Net loss was $13 million, compared to a net loss of $2 million in the fourth quarter of fiscal year 2024. As of December 31, 2025, the Company had $77 million in cash and cash equivalents and $141 million in marketable securities. The Company had total liabilities of $7 million. Recent Developments During the fourth quarter of 2025, the Company continued to operate efficiently while advancing its strategy of building a differentiated business ownership platform through the acquisition of niche, competitively advantaged, long-duration businesses. As of December 31, 2025, the Company, on a consolidated basis, had approximately $218 million in cash, cash equivalents, and marketable securities. During the three months ended December 31, 2025, the Company incurred $15 million of general and administrative expenses, comprised of: (1) approximately $7 million for employee-related expenses, including $6 million of cash-bonus and stock-based compensation primarily related to the departure of the Company's former Chief Executive Officer; (2) approximately $7 million for the evaluation and pursu...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Micron Technology (NasdaqGS:MU) has begun shipping customer samples of its 256 GB SOCAMM2 LPDRAM module for AI data centers. The company describes this LPDRAM as its highest capacity and most power efficient module for AI server...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Micron Technology (NasdaqGS:MU) has begun shipping customer samples of its 256 GB SOCAMM2 LPDRAM module for AI data centers. The company describes this LPDRAM as its highest capacity and most power efficient module for AI server memory workloads. Micron also marked the grand opening of an advanced semiconductor assembly and test facility in India. The new India facility expands Micron’s global manufacturing footprint and aims to support growing AI related memory demand. Micron is a major supplier of DRAM, NAND, and other memory solutions used in data centers, AI infrastructure, personal devices, and automotive applications. The launch of a 256 GB SOCAMM2 LPDRAM sample positions the company in the path of AI server build outs, where power use and memory bandwidth are key concerns for operators. At the same time, memory producers are responding to AI heavy workloads that depend on high density, energy efficient components. For investors watching Micron, these product and manufacturing moves highlight how the company is aligning its operations with AI driven demand across regions. The India assembly and test facility could give Micron more geographic diversity in its production base, which may matter if customers place a premium on supply chain resilience. How effectively Micron ramps these modules into volume shipments and integrates the new facility into its network may be important markers for its longer term positioning in AI data center memory. Stay updated on the most important news stories for Micron Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Micron Technology. See which could impact your investment. For Micron, this ...
Alibaba ( BABA ) shares continued losses for seven straight sessions, as the stock closed 2.4% lower at $129.95 on Thursday. The Chinese tech giant lost over 12% in the preceding six sessions. Overall, the stock has fallen over 11% so far this year, compared to the marginal gain in the broader S&P 500 Index. Many U.S.-listed Chinese stocks started to fall after China took the decision to lower its...
Alibaba ( BABA ) shares continued losses for seven straight sessions, as the stock closed 2.4% lower at $129.95 on Thursday. The Chinese tech giant lost over 12% in the preceding six sessions. Overall, the stock has fallen over 11% so far this year, compared to the marginal gain in the broader S&P 500 Index. Many U.S.-listed Chinese stocks started to fall after China took the decision to lower its 2026 GDP growth target to a 4.5%–5% range on Thursday, the weakest official goal since the early 1990s. Moreover, Chinese online marketplace operator JD.com also posted a profit miss and inline revenue for the fourth quarter on Thursday, hurt by a decline in its core e-commerce segment and higher operating expenses. Alibaba closed 1.7% lower on Wednesday at $133.27. Looking at Seeking Alpha's Quant Rating, BABA has a Hold rating with a score of 3.17 out of 5. The company received an A+ in the prospect of profitability, while it got an F in the valuation and growth factor. Turning to the Wall Street community, 37 analysts gave BABA a Buy and above, four analysts have given the stock a Hold recommendation, and one recommended Sell. Seeking Alpha analysts are also bullish and see the stock as a Buy. Seeking Alpha analyst Kenio Fontes said that Alibaba’s business has improved and growth in the coming years should be much better than the market expected. However, he cautioned that problems such as tariffs, regulatory changes, and geopolitics are still important uncertainties. “As much as the international business has advanced and is now profitable, the sales core is still in China, meaning that both revenue and EBITA still depend mainly on this region,” Fontes said. More on Alibaba From Deep Value To High Growth - Rethinking My Alibaba Position Alibaba: Risk Outweighs Reward In Its Q3 Earnings Despite AI Chips Alibaba Q3 Is Critical - But Not A Catalyst Oversold Chinese stocks: Alibaba leads low-RSI pack as Beijing targets 4.5-5% growth Alibaba to form task force to accelerate...
Key Points It's not a given that Medicare will pay for all of your health-related needs. Knowing what the program does and doesn't cover can help you plan and save accordingly. The $23,760 Social Security bonus most retirees completely overlook › There's a reason a lot of people don't retire until they turn 65. That's when Medicare eligibility usually begins. And without Medicare, it can be quite ...
Key Points It's not a given that Medicare will pay for all of your health-related needs. Knowing what the program does and doesn't cover can help you plan and save accordingly. The $23,760 Social Security bonus most retirees completely overlook › There's a reason a lot of people don't retire until they turn 65. That's when Medicare eligibility usually begins. And without Medicare, it can be quite expensive to put health coverage in place if you don't have access to a subsidized employer plan. But one big mistake a lot of retirees make is assuming Medicare will cover all of their health-related expenses. In reality, Medicare does not cover everything. And failing to understand the program's limitations could leave you squeezed financially once you enroll. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Understand your coverage gaps While it's true that Medicare covers a host of common services, from hospital stays to diagnostic tests to the treatment of various illnesses, there are certain services it will not cover. A few you should know about are: Dental exams, cleaning, and fillings. Eye exams, glasses, and contact lenses. Hearing aids. Many people underestimate the cost of having to pay for these expenses out of pocket. But over several decades, they can easily add up. Medicare will also not pay for long-term custodial care -- services like home health aides, assisted living, and nursing home care. When the primary reason for needing care is aging, not a medical issue, that's where Medicare says "I'm out." But for people who end up needing long-term care for an extended period of time, the costs could be catastrophic. Plan ahead so you're not thrown for a loop It's important to understand what Medicare will and won't cover ahead of retirement so you can plan for any coverage gaps you expect to ...
Looking at the sectors faring best as of midday Thursday, shares of Energy companies are outperforming other sectors, higher by 0.6%. Within that group, Targa Resources Corp (Symbol: TRGP) and ONEOK Inc (Symbol: OKE) are two of the day's stand-outs, showing a gain of 2.4% and 1.4%, respectively. Among energy ETFs, one ETF following the sector is the Energy Select Sector SPDR ETF (Symbol: XLE), whi...
Looking at the sectors faring best as of midday Thursday, shares of Energy companies are outperforming other sectors, higher by 0.6%. Within that group, Targa Resources Corp (Symbol: TRGP) and ONEOK Inc (Symbol: OKE) are two of the day's stand-outs, showing a gain of 2.4% and 1.4%, respectively. Among energy ETFs, one ETF following the sector is the Energy Select Sector SPDR ETF (Symbol: XLE), which is up 0.5% on the day, and down 3.02% year-to-date. Targa Resources Corp, meanwhile, is down 6.82% year-to-date, and ONEOK Inc, is down 16.59% year-to-date. Combined, TRGP and OKE make up approximately 6.4% of the underlying holdings of XLE. The next best performing sector is the Services sector, up 0.4%. Among large Services stocks, Dollar Tree Inc (Symbol: DLTR) and Tractor Supply Co. (Symbol: TSCO) are the most notable, showing a gain of 8.8% and 5.2%, respectively. One ETF closely tracking Services stocks is the iShares U.S. Consumer Services ETF (IYC), which is down 0.4% in midday trading, and up 1.01% on a year-to-date basis. Dollar Tree Inc, meanwhile, is up 28.64% year-to-date, and Tractor Supply Co., is down 1.27% year-to-date. Combined, DLTR and TSCO make up approximately 0.8% of the underlying holdings of IYC. Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom: Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Thursday. As you can see, seven sectors are up on the day, while one sector is down. Sector % Change Energy +0.6% Services +0.4% Technology & Communications +0.4% Industrial +0.3% Healthcare +0.2% Utilities +0.1% Financial +0.1% Materials 0.0% Consumer Products -0.8% 10 ETFs With Stocks That Insiders Are Buying » Also see: Top Ten Hedge Funds Holding DCPE Top Ten Hedge Funds Holding SOLO Funds Holding CZMR The views and opinions expres...
Looking at the sectors faring worst as of midday Thursday, shares of Healthcare companies are underperforming other sectors, showing a 0.1% loss. Within that group, West Pharmaceutical Services, Inc. (Symbol: WST) and Zoetis Inc (Symbol: ZTS) are two large stocks that are lagging, showing a loss of 36.5% and 6.8%, respectively. Among healthcare ETFs, one ETF following the sector is the Health Care...
Looking at the sectors faring worst as of midday Thursday, shares of Healthcare companies are underperforming other sectors, showing a 0.1% loss. Within that group, West Pharmaceutical Services, Inc. (Symbol: WST) and Zoetis Inc (Symbol: ZTS) are two large stocks that are lagging, showing a loss of 36.5% and 6.8%, respectively. Among healthcare ETFs, one ETF following the sector is the Health Care Select Sector SPDR ETF (Symbol: XLV), which is up 0.2% on the day, and up 6.20% year-to-date. West Pharmaceutical Services, Inc., meanwhile, is down 37.43% year-to-date, and Zoetis Inc, is down 0.24% year-to-date. Combined, WST and ZTS make up approximately 1.6% of the underlying holdings of XLV. The next worst performing sector is the Industrial sector, not showing much of a gain. Among large Industrial stocks, Delta Air Lines Inc (Symbol: DAL) and Global Payments Inc (Symbol: GPN) are the most notable, showing a loss of 4.6% and 4.3%, respectively. One ETF closely tracking Industrial stocks is the Industrial Select Sector SPDR ETF (XLI), which is up 0.1% in midday trading, and up 4.62% on a year-to-date basis. Delta Air Lines Inc, meanwhile, is up 4.63% year-to-date, and Global Payments Inc, is down 7.08% year-to-date. DAL makes up approximately 1.0% of the underlying holdings of XLI. Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom: Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Thursday. As you can see, seven sectors are up on the day, while one sector is down. Sector % Change Services +1.1% Materials +1.0% Consumer Products +0.9% Technology & Communications +0.6% Energy +0.6% Financial +0.3% Utilities +0.2% Industrial -0.0% Healthcare -0.1% 25 Dividend Giants Widely Held By ETFs » Also see: Top Ten Hedge Funds Holding TISA MTEC Historical Stock P...
Guidewire Software press release ( GWRE ): Q2 Non-GAAP EPS of $1.17 beats by $0.40 . Revenue of $359.1M (+24.1% Y/Y) beats by $16.22M . Guidewire is issuing the following outlook for the third quarter of fiscal year 2026 based on current expectations: Click to enlarge Ending ARR between $1,144 million and $1,150 million Subscription and support revenue between $239 million and $243 million Total r...
Guidewire Software press release ( GWRE ): Q2 Non-GAAP EPS of $1.17 beats by $0.40 . Revenue of $359.1M (+24.1% Y/Y) beats by $16.22M . Guidewire is issuing the following outlook for the third quarter of fiscal year 2026 based on current expectations: Click to enlarge Ending ARR between $1,144 million and $1,150 million Subscription and support revenue between $239 million and $243 million Total revenue between $352 million and $358 million GAAP operating income between $11 million and $17 million Non-GAAP operating income between $59 million and $65 million Guidewire is issuing the following updated outlook for fiscal year 2026 based on current expectations: Ending ARR between $1,229 million and $1,237 million Subscription and support revenue between $962 million and $966 million Total revenue between $1,438 million and $1,448 million GAAP operating income between $100 million and $110 million Non-GAAP operating income between $293 million and $303 million Operating cash flow between $360 million and $375 million More on Guidewire Software Guidewire Software: A Maturing Compounder Still Waiting For The Right Price Guidewire Software Q2 2026 Earnings Preview Zoom, Salesforce, others in focus as BTIG weighs in ahead of earnings Seeking Alpha’s Quant Rating on Guidewire Software Historical earnings data for Guidewire Software
March 5 (Reuters) - Chip designer Marvell Technology forecast first-quarter revenue above Wall Street estimates on Thursday, signaling rising demand for custom semiconductors used in data centers to support artificial intelligence applications. Shares of the company rose around 6% in extended trading. The company expects revenue of around $2.40 billion, plus or minus 5% for first quarter...
March 5 (Reuters) - Chip designer Marvell Technology forecast first-quarter revenue above Wall Street estimates on Thursday, signaling rising demand for custom semiconductors used in data centers to support artificial intelligence applications. Shares of the company rose around 6% in extended trading. The company expects revenue of around $2.40 billion, plus or minus 5% for first quarter, above analysts' average estimate of $2.27 billion, according to data compiled by LSEG. Marvell and rival Broadcom help cloud-computing companies design custom chips tailored to their data-center workloads, a fast-growing business as hyperscalers seek alternatives to Nvidia's general-purpose AI processors. (Reporting by Jaspreet Singh in Bengaluru; Editing by Tasim Zahid)
Torsten Asmus/iStock via Getty Images I rated the Global X Lithium & Battery Tech ETF ( LIT ) a buy in a May 21, 2025, Seeking Alpha article , where I concluded with the following: Any investment in the LIT ETF should leave plenty of room to add on further declines, as it's virtually impossible to pick bottoms in any market. Meanwhile, prices tend to extend when searching for bottoms, making a lon...
Torsten Asmus/iStock via Getty Images I rated the Global X Lithium & Battery Tech ETF ( LIT ) a buy in a May 21, 2025, Seeking Alpha article , where I concluded with the following: Any investment in the LIT ETF should leave plenty of room to add on further declines, as it's virtually impossible to pick bottoms in any market. Meanwhile, prices tend to extend when searching for bottoms, making a longer-term scale-down approach to LIT optimal. LIT was trading at $38.18 per share on May 20, 2025, and was in a bearish trend, making lower highs and lower lows since the November 2021 high of $97.13 per share. LIT shares more than doubled at the most recent February 2026 high of $78 per share, but the shares ran out of upside steam as EV sales and the Iran war weighed on lithium and battery metals prices. I had a buy rating on the LIT ETF in late May 2025 and am downgrading it to a hold in early March 2026. At $70 per share, LIT is still over 80% higher than the price on May 20, 2025. Lithium And Battery Metal Demand Are Rising Lithium is the lightest known metal with high electrochemical potential and low density. The leading modern use is in the production of high-performance batteries, but it also has applications in metallurgy, nuclear physics, and chemical synthesis. Pure lithium metal serves as the anode in non-rechargeable batteries used for long-life devices such as pacemakers, watches, and cameras. Most lithium-ion batteries use lithium compounds rather than pure lithium, but next-generation lithium-metal batteries require pure lithium-metal anodes to achieve the highest possible energy density. Lithium is a critical ingredient in the lithium batteries for electric vehicles (EVs), phones, and grid storage. Lithium Production by Country in 2024 (worldpopulationreview.com) The chart shows that Australia is the world’s leading lithium producer, followed by Chile and China. A January 14, 2026, article in Carbon Credits forecasted strong lithium demand and higher prices...
Marvell press release ( MRVL ): Q4 Non-GAAP EPS of $0.80 beats by $0.01 . Revenue of $2.22B (+22.0% Y/Y) beats by $10M . First Quarter of Fiscal 2027 Financial Outlook Net revenue is expected to be $2.400 billion +/- 5% vs consensus of $2.28B. GAAP gross margin is expected to be 51.4% to 52.4%. Non-GAAP gross margin is expected to be 58.25% to 59.25%. GAAP operating expenses are expected to be app...
Marvell press release ( MRVL ): Q4 Non-GAAP EPS of $0.80 beats by $0.01 . Revenue of $2.22B (+22.0% Y/Y) beats by $10M . First Quarter of Fiscal 2027 Financial Outlook Net revenue is expected to be $2.400 billion +/- 5% vs consensus of $2.28B. GAAP gross margin is expected to be 51.4% to 52.4%. Non-GAAP gross margin is expected to be 58.25% to 59.25%. GAAP operating expenses are expected to be approximately $872 million. Non-GAAP operating expenses are expected to be approximately $575 million. Basic weighted-average shares outstanding are expected to be 876 million. Diluted weighted-average shares outstanding are expected to be 883 million. GAAP diluted net income per share is expected to be $0.31 +/- $0.05 per share. Non-GAAP diluted net income per share is expected to be $0.79 +/- $0.05 per share vs consensus of $0.74. Shares +5.17% AH.
Luis Alvarez/DigitalVision via Getty Images Defensibility is a word I’ve been thinking a lot about lately. As AI tools improve, I - and many other investors - have begun to wonder about just how many business models artificial intelligence stands to disrupt. From 2022 to 2024, it seemed as though most viewed AI as a productivity enhancer, something to help you write faster, communicate more clearl...
Luis Alvarez/DigitalVision via Getty Images Defensibility is a word I’ve been thinking a lot about lately. As AI tools improve, I - and many other investors - have begun to wonder about just how many business models artificial intelligence stands to disrupt. From 2022 to 2024, it seemed as though most viewed AI as a productivity enhancer, something to help you write faster, communicate more clearly, and generate content when the inevitable writer’s block struck. But now, over the last year or so, we’ve seen the development of agentic platforms that can do the work of junior-level white-collar employees. Claude can plan, structure, and write complex code and maintain context within larger projects, and Harvey can parse documents and sift through legal filings better than any junior associate ever could. As larger language models get better, there are other obvious targets – consulting for one. Consulting firms are primarily in the business of analysis - that is, they speak with experts, read documents, and do primary research that informs executive-level decision-making. It’s a key function, but one that I believe can primarily be done by AI. For the last decade plus, Gartner ( IT ) has been the leading IT consulting firm, helping executives in technical roles select vendors, speak with executives, and network within the industry. As a subscription business model, Gartner provides ongoing insights and expert calls in return for a considerable retainer. Historically, this has been an important, functional business model that has generated billions in returns for investors. Now, as AI tools improve, Gartner faces serious disruption risk. Will most companies still pay millions in fees for answers they could just as easily get in a Perplexity deep research thread? I doubt it. Recently, shares have sold off in light of this development, and the stock is down more than 70% over the last 13 months: TradingView At this point, you may be wondering whether or not AI efficienci...
Pattern Group Inc. press release ( PTRN ): Q4 GAAP EPS of $0.16 beats by $0.05 . Revenue of $723M beats by $31.42M . Adjusted EBITDA (non-GAAP) of $43 million, up 59% year over year. Full Year 2025 Financial Highlights Record Revenues of $2.5 billion, up 39% year over year. Record NRR of 124%, up from 116% in the prior year. Record Revenue, not attributable to Amazon, of $183 million, up 60% year ...
Pattern Group Inc. press release ( PTRN ): Q4 GAAP EPS of $0.16 beats by $0.05 . Revenue of $723M beats by $31.42M . Adjusted EBITDA (non-GAAP) of $43 million, up 59% year over year. Full Year 2025 Financial Highlights Record Revenues of $2.5 billion, up 39% year over year. Record NRR of 124%, up from 116% in the prior year. Record Revenue, not attributable to Amazon, of $183 million, up 60% year over year. Record International Revenue of $266 million, up 63% year over year. Net income of $16 million, which is inclusive of $104 million in stock based compensation and related taxes, primarily realized in the third quarter as a result of our initial public offering (“IPO”), compared to net income of $68 million in the prior year. Adjusted EBITDA (non-GAAP) of $153 million, up 52% year over year. Net cash provided by operating activities of $99 million, up 41% year over year. Free Cash Flow (non-GAAP) of $79 million, up 58% year over year. For the first quarter 2026, Pattern anticipates: Revenues in the range of $710 million to $720 million, representing approximately 31% to 33% growth year over year. Adjusted EBITDA (non-GAAP) in the range of $41 million to $42 million, representing 22% to 24% growth year over year. For the full year 2026, Pattern anticipates: Revenues in the range of $3,120 million to $3,160 million, representing approximately 25% to 26% growth year over year. Adjusted EBITDA (non-GAAP) in the range of $180 million to $182 million, representing 17% to 19% growth year over year. See “Non-GAAP Financial Measures” for additional information on non-GAAP financial measures. More on Pattern Group Inc. Pattern Group: Reduced Amazon Dependency Could Drive A Re-Rating Pattern Group acquires TikTok commerce agency NextWave Seeking Alpha’s Quant Rating on Pattern Group Inc. Historical earnings data for Pattern Group Inc. Financial information for Pattern Group Inc.
Based on over 20,000 reports, Amazon appears to be experiencing an outage. According to Downdetector , reports of problems started increasing at 1:41 pm ET today. By 2:26 pm, ET, Downdetector received 18,320 reports of problems with Amazon’s website. The number of complaints peaked at 3:32 pm ET at 20,804. As of this writing, Amazon hasn’t confirmed any specific problems. However, an Amazon suppor...
Based on over 20,000 reports, Amazon appears to be experiencing an outage. According to Downdetector , reports of problems started increasing at 1:41 pm ET today. By 2:26 pm, ET, Downdetector received 18,320 reports of problems with Amazon’s website. The number of complaints peaked at 3:32 pm ET at 20,804. As of this writing, Amazon hasn’t confirmed any specific problems. However, an Amazon support account on X said at 3:02 pm ET today that “some customers may be experiencing issues” and that Amazon is working “to resolve the issue.” Read full article Comments
May NY world sugar #11 (SBK26) on Thursday closed down -0.01 (-0.07%), and May London ICE white sugar #5 (SWK26) closed down -2.80 (-0.68%). Sugar prices settled lower on Thursday, with NY sugar falling to a 2-week low. The outlook for the global sugar surplus to persist is weighing on prices and limiting rallies. Don’t Miss a Day: Sugar losses were limited on Thursday amid soaring crude oil price...
May NY world sugar #11 (SBK26) on Thursday closed down -0.01 (-0.07%), and May London ICE white sugar #5 (SWK26) closed down -2.80 (-0.68%). Sugar prices settled lower on Thursday, with NY sugar falling to a 2-week low. The outlook for the global sugar surplus to persist is weighing on prices and limiting rallies. Don’t Miss a Day: Sugar losses were limited on Thursday amid soaring crude oil prices. WTI crude oil (CLJ26) surged more than +8% to a 19.5-month high on Thursday, which benefits ethanol prices and could prompt the world's sugar mills to divert more cane crushing toward ethanol production rather than sugar, thus curbing sugar supplies. On February 12, sugar prices plunged to 5.25-year nearest-futures lows on concern that a global sugar surplus will persist. On February 11, analysts from sugar trader Czarnikow said they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in 2025/26. Also, Green Pool Commodity Specialists said on January 29 that they expect a 2.74 MMT global sugar surplus for 2025/26 and a 156,000 MT surplus for 2026/27. Meanwhile, StoneX said February 13 that it expects a global sugar surplus of 2.9 MMT in 2025/26. Last Friday, the International Sugar Organization (ISO) forecast a +1.22 MMT (million metric ton) sugar surplus in 2025-26, below an earlier projection of +1.63 AMMT. That follows a -3.46 MMT deficit in 2024-25. ISO said the surplus is being driven by increased sugar production in India, Thailand, and Pakistan. ISO is forecasting a +3.0% y/y rise in global sugar production to 181.3 million MMT in 2025-26. Signs of lower sugar output in Brazil are supportive of sugar prices, after Unica on February 18 reported that sugar production in Brazil's Center-South in the second half of January fell by -36% y/y to only 5,000 MT. However, cumulative 2025-26 Center-South sugar output through January is up by +0.9% y/y to 40.24 MMT. Also, the ratio of cane crushed for sugar rose to 50.74% in 2025/26...
May arabica coffee (KCK26) on Thursday closed up +2.55 (+0.89%), and May ICE robusta coffee (RMK26) closed up +17 (+0.46%). Coffee prices settled higher on Thursday, with arabica climbing to a 2-week high. Supply concerns lifted prices on Thursday after Brazil's Trade Ministry reported that Brazil's Feb coffee exports fell -17.4% y/y to 142,000 MT. Also, the war in Iran has halted shipping through...
May arabica coffee (KCK26) on Thursday closed up +2.55 (+0.89%), and May ICE robusta coffee (RMK26) closed up +17 (+0.46%). Coffee prices settled higher on Thursday, with arabica climbing to a 2-week high. Supply concerns lifted prices on Thursday after Brazil's Trade Ministry reported that Brazil's Feb coffee exports fell -17.4% y/y to 142,000 MT. Also, the war in Iran has halted shipping through the Strait of Hormuz, boosting global shipping rates, insurance, and fuel costs, which will raise costs for coffee importers and roasters. Thursday's strength in the dollar ($DXY) limited the upside in coffee prices. Don’t Miss a Day: Beneficial rains in Brazil have improved the outlook for the country's coffee crop, and are a bearish factor for prices. Somar Meteorologia reported Monday that Brazil's largest arabica coffee-growing area, Minas Gerais, received 78 mm of rain during the week ended February 20, or 131% of the historical average. Coffee prices have sold off sharply over the past five weeks, with arabica falling to a 15-month low last Tuesday and robusta tumbling to a 6.75-month low last Monday as signs of a bumper Brazilian coffee crop have improved the global supply outlook. On February 5, Conab, Brazil's crop forecasting agency, said that Brazil's 2026 coffee production will climb by +17.2% y/y to a record 66.2 million bags, with arabica production up +23.2% y/y to 44.1 million bags and robusta production up +6.3% y/y to 22.1 million bags. Meanwhile, last Wednesday, Rabobank said that global coffee production is projected to reach a record 180 million bags in the 2026/27 season, up by about 8 million bags from a year earlier. Soaring coffee exports from Vietnam, the world's largest robusta producer, are bearish for robusta prices. On February 6, Vietnam's National Statistics Office reported that Vietnam's Jan coffee exports surged +38.3% y/y to 198,000 MT. Vietnam's 2025 coffee exports jumped by +17.5% y/y to 1.58 MMT. Also, Vietnam's 2025/26 coffee producti...
Martinrea press release ( MRETF ): Q4 Non-GAAP EPS of C$0.67. Revenue of C$1.19B (+3.5% Y/Y). 2026 outlook calls for total sales of C$4.5 to C$4.9 billion, an Adjusted Operating Income Margin of 5.5% to 6.0%, and continued solid Free Cash Flow in a range of C$125M to C$175M. More on Martinrea International Seeking Alpha’s Quant Rating on Martinrea International Historical earnings data for Martinr...
Martinrea press release ( MRETF ): Q4 Non-GAAP EPS of C$0.67. Revenue of C$1.19B (+3.5% Y/Y). 2026 outlook calls for total sales of C$4.5 to C$4.9 billion, an Adjusted Operating Income Margin of 5.5% to 6.0%, and continued solid Free Cash Flow in a range of C$125M to C$175M. More on Martinrea International Seeking Alpha’s Quant Rating on Martinrea International Historical earnings data for Martinrea International Dividend scorecard for Martinrea International Financial information for Martinrea International
Skyworks Solutions ( SWKS ) shares snapped six straight sessions of losses on Thursday, as the stock was 0.3% higher at $56.47. The semiconductor company lost 6% in the preceding six sessions. SWKS shares rose 1% over the past one month. In February, Qorvo ( QRVO ) disclosed that its shareholders overwhelmingly approved its pending merger with Skyworks Solutions ( SWKS ). Looking at Seeking Alpha'...
Skyworks Solutions ( SWKS ) shares snapped six straight sessions of losses on Thursday, as the stock was 0.3% higher at $56.47. The semiconductor company lost 6% in the preceding six sessions. SWKS shares rose 1% over the past one month. In February, Qorvo ( QRVO ) disclosed that its shareholders overwhelmingly approved its pending merger with Skyworks Solutions ( SWKS ). Looking at Seeking Alpha's Quant Rating, SWKS has a Hold rating with a score of 3.2 out of 5. The company received A- in the prospect of profitability, while it received F in the growth factor. Seeking Alpha analysts are positive and see the stock as a Buy. Turning to the Wall Street , five analysts have given the stock a Buy or above rating. 19 analysts gave the stock hold recommendation, while none gave Sell rating. “SWKS is diversifying beyond Apple, with broad market segment sales up 11% YoY and strong growth in automotive, IoT, and data centers,” pointed out a Seeking Alpha analysis. More on Skyworks Solutions Skyworks Solutions, Inc. (SWKS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Skyworks: Buy This Undervalued Dividend Machine Skyworks Solutions, Inc. (SWKS) Q1 2026 Earnings Call Transcript Qorvo shareholders overwhelmingly approve Skyworks merger, company says Skyworks, Qorvo disclose FTC second request for deal