Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Brent crude races to a record monthly gain as US and Iran tensions escalate, lifting aluminum after Gulf smelter strikes. Wall Street is on edge with hedge funds pulling back, and Sysco seals a $29 billion mega-deal for Jetro. York Space CEO Dirk Wallinger joins us in the C-suite on the race to dominate space, De...
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Brent crude races to a record monthly gain as US and Iran tensions escalate, lifting aluminum after Gulf smelter strikes. Wall Street is on edge with hedge funds pulling back, and Sysco seals a $29 billion mega-deal for Jetro. York Space CEO Dirk Wallinger joins us in the C-suite on the race to dominate space, Democratic Strategist Adam Hodge joins us on rising geopolitical risk, and Ken Kencel, Churchhill Asset Managemetn President and CEO gives us his insight on mounting pressure across private markets. (Source: Bloomberg)
Adam Crystal, President, R&D of Tango Therapeutics (NASDAQ:TNGX) , reported the sale of 20,251 shares of common stock on March 5, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($15.00); post-transaction value based on March 5, 2026 market close price. * 1-year price change calculated using March 30, 2026 as the reference date. Continue reading
Adam Crystal, President, R&D of Tango Therapeutics (NASDAQ:TNGX) , reported the sale of 20,251 shares of common stock on March 5, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($15.00); post-transaction value based on March 5, 2026 market close price. * 1-year price change calculated using March 30, 2026 as the reference date. Continue reading
Washington-based fund says rising energy and food costs will hit economies worldwide and could leave lasting scars The International Monetary Fund has warned that “all roads lead to higher prices and slower growth worldwide” should the conflict in the Middle East continue to throttle the amount of oil, gas and fertiliser making its way out of the Gulf. In a stark message that countries on all cont...
Washington-based fund says rising energy and food costs will hit economies worldwide and could leave lasting scars The International Monetary Fund has warned that “all roads lead to higher prices and slower growth worldwide” should the conflict in the Middle East continue to throttle the amount of oil, gas and fertiliser making its way out of the Gulf. In a stark message that countries on all continents will be affected, the Washington-based organisation said a rise in energy and food costs would harm economic growth this year and could leave lasting scars on the global economy. Continue reading...
Midstream companies charge upstream extraction companies and downstream refining companies to deliver natural gas, natural gas liquids (NGLs), crude oil, and other refined products through their pipelines. By controlling that infrastructure, pipeline companies operate a simple "toll road" model that is well-insulated from volatile commodity prices. It also generates substantial cash flow, enabling...
Midstream companies charge upstream extraction companies and downstream refining companies to deliver natural gas, natural gas liquids (NGLs), crude oil, and other refined products through their pipelines. By controlling that infrastructure, pipeline companies operate a simple "toll road" model that is well-insulated from volatile commodity prices. It also generates substantial cash flow, enabling it to pay higher yields than most conventional energy companies. Let's review three high-yield pipeline stocks ideal for long-term investors: Enterprise Products Partners (NYSE: EPD) , Energy Transfer (NYSE: ET) , and Enbridge (NYSE: ENB) . Image source: Getty Images. Continue reading
Gerville/iStock via Getty Images Shares of Fermi Inc. ( FRMI ) have been a very poor performer since their IPO in the fall of 2025, losing about three-quarters of their value. Investors received more bad news Monday after the company reported weak results and limited progress in securing tenants for its aggressive data center buildout plans. When the company first went public, I was deeply skeptic...
Gerville/iStock via Getty Images Shares of Fermi Inc. ( FRMI ) have been a very poor performer since their IPO in the fall of 2025, losing about three-quarters of their value. Investors received more bad news Monday after the company reported weak results and limited progress in securing tenants for its aggressive data center buildout plans. When the company first went public, I was deeply skeptical, but I moved shares to a Hold rating in December after having seen a 70% drop since my Sell recommendation in October . In that article, I wrote I would simply “avoid Fermi,” but in hindsight, actively shorting shares would have been better. As an investor, it can be important not to be “greedy” and press winning trades too far; however, in this case, there was more downside to monetize with shares down 40% since December. With updated financials, now is a good time to revisit Fermi. Seeking Alpha Fermi Has Yet to Sign a Tenant In 2025 , the company reported a GAAP loss of $1.13. As the company began operations on January 10th, 2025, this technically reflected a partial year of results, though it is close to a full year. Results included $442 million of non-cash charges; otherwise, its loss was closer to $45 million. Now, Fermi is essentially a pre-revenue company. It has no customers yet, and it instead needs to build out data centers and the power infrastructure to support them in order to win tenants and generate revenue. As such, shares are not reacting so badly because the company is running at a loss; in my view, even the most bullish investor should recognize losses are likely in the near term. The question, however, is when the company will sign tenants and inflect to meaningful revenue, and here, the story is increasingly problematic. Fermi has yet to sign a tenant to a definitive lease, and its shareholder letter alongside results makes it seem like no such agreement is imminent. Management wrote that it is being “deliberate and consistent” in seeking the right...
Ignatiev/iStock via Getty Images Earlier this month, SS Innovations ( SSII ) reported strong top-line growth in the fourth quarter of FY25, pushing the business to a record quarter in revenue terms. SS Innovations Fourth Quarter Results Snapshot (Author) SSII reported revenue of $14.5m, up 13.2% from Q3. This rounded off a strong financial year for the business, with the top-line 106% higher than ...
Ignatiev/iStock via Getty Images Earlier this month, SS Innovations ( SSII ) reported strong top-line growth in the fourth quarter of FY25, pushing the business to a record quarter in revenue terms. SS Innovations Fourth Quarter Results Snapshot (Author) SSII reported revenue of $14.5m, up 13.2% from Q3. This rounded off a strong financial year for the business, with the top-line 106% higher than FY24. This growth was entirely driven by an increase in sales volume, with 40 total SSi Mantra installations, compared to 27 in Q3 of 2025. This comes as SSII continues to expand and take market share in India, which remains by far its largest market. However, these gains were slightly offset by a 430bp decline in gross margins. SSII's gross margins have remained volatile over time due to varied pricing on different installations. Despite this, the business delivered a healthy gross profit of $6.4m and a narrow operating loss of $0.7m. SSII offers a compelling growth opportunity in the surgical robotics market, with the expansion into more developed, significant markets expected over the coming year. The call option - US and European expansion What gets me excited for SSII's future is the potential for U.S. and European regulatory approval. Progress should be made on both these geographic fronts in the coming quarters, as highlighted in the press release accommodating the results: We anticipate that the U.S. Food and Drug Administration will complete its review of our 510(k) premarket notification for the SSi Mantra by mid-2026. We also continue along the pathway towards a European Union CE marking certification for the SSi Mantra, which we believe we can also obtain this year Unsurprisingly, the U.S. remains by far the biggest and most attractive opportunity within the surgical robotics industry. The surgical robotics market is expected to grow at a CAGR of 14.7% from 2025 through 2030, with North America making up the majority of the market. SSi Mantra provides a differen...
Resumption of diplomatic operations come three months after former president Maduro was abducted Sign up for the Breaking News US email to get newsletter alerts in your inbox The US government is resuming operations at its embassy in Venezuela, the state department announced on Monday, nearly three months since former president Nicolás Maduro was abducted from the country and locked up in the US. ...
Resumption of diplomatic operations come three months after former president Maduro was abducted Sign up for the Breaking News US email to get newsletter alerts in your inbox The US government is resuming operations at its embassy in Venezuela, the state department announced on Monday, nearly three months since former president Nicolás Maduro was abducted from the country and locked up in the US. The resumption of US diplomatic operations in Venezuela marks a significant step in the US-Venezuela relationship, as the Trump administration begins to work closely with the government of Delcy Rodríguez , the acting president who replaced Maduro after his forcible ousting by US troops. Rodríguez was Maduro’s vice-president. Continue reading...
Olemedia/E+ via Getty Images Sigma Lithium ( SGML ) skyrocketed as much as 40% Monday before settling in with a 13.7% gain after issuing Q4 results that included a sharp rise in operating margins and its cash flow forecast from new sales agreements. For Q4, Sigma Lithium ( SGML ) said it achieved an operating cash margin of 47%, resulting in $31M of cash generation, which it used mostly to pay bac...
Olemedia/E+ via Getty Images Sigma Lithium ( SGML ) skyrocketed as much as 40% Monday before settling in with a 13.7% gain after issuing Q4 results that included a sharp rise in operating margins and its cash flow forecast from new sales agreements. For Q4, Sigma Lithium ( SGML ) said it achieved an operating cash margin of 47%, resulting in $31M of cash generation, which it used mostly to pay back debt; by year-end, its total debt had reduced by 35%. The company said it expects cash inflows of $35M in Q1, rising to $96M in Q2, supported by two offtake agreements worth a combined $146M, including prepayments tied to deliveries of high-grade lithium concentrate, according to the earnings report. The two offtake agreements to supply high-grade premium lithium oxide concentrate were a $96M pre-payment for 70.5K metric tons during 2026, which was previously announced, and another for the pre-payment of $50M to supply 40K metric tons/year for three years starting in 2026. Sigma Lithium's ( SGML ) ability to generate cash had caused concern among investors following last October's production halt at its Grota do Cirilo operation in Brazil, but the latest results have eased some concerns, with the company revealing its cash position has nearly doubled from $6.2M at year-end 2025 to $12M as of March 30. More on Sigma Lithium Sigma Lithium Q4 2025 Earnings Call Presentation Sigma Lithium Improves Operationally, But My Bull Case Has Somewhat Played Out Sigma Lithium: Danger, Will Robinson (Downgrade To Sell)
The S&P 500, and the stock market in general, is going through its worst decline since last year's tariff announcements. Still, Wall Street analysts are bullish — or maybe a little crazy. Price targets for S&P 500 stocks are, on the whole, 28.
The S&P 500, and the stock market in general, is going through its worst decline since last year's tariff announcements. Still, Wall Street analysts are bullish — or maybe a little crazy. Price targets for S&P 500 stocks are, on the whole, 28.
Amazon this month has made several moves that appeal to customer expectations for fast, convenient delivery and put pressure on rivals. The post Amazon takes delivery convenience to next level appeared first on FreightWaves.
Amazon this month has made several moves that appeal to customer expectations for fast, convenient delivery and put pressure on rivals. The post Amazon takes delivery convenience to next level appeared first on FreightWaves.