Spaniard is seeking his second Green Jacket at first Masters since 1994 without Tiger Woods or Phil Mickelson Half a mile from the gates of Augusta National, at the foot of Washington Road, sits a keyboard and piano store. It closes on Masters week every year. “Spring has sprung and so have we,” reads a sign in the forecourt. Clearly there is insufficient correlation between golf fans and those wi...
Spaniard is seeking his second Green Jacket at first Masters since 1994 without Tiger Woods or Phil Mickelson Half a mile from the gates of Augusta National, at the foot of Washington Road, sits a keyboard and piano store. It closes on Masters week every year. “Spring has sprung and so have we,” reads a sign in the forecourt. Clearly there is insufficient correlation between golf fans and those with a tendency to tinkle the ivories (or similar) for the business to remain open. Masters mania is not for everyone. This feels a pity; almost nine months since the last putt dropped on the final major of 2025 and 27 weeks on from the Ryder Cup rumpus of Bethpage, golf is back at the forefront of the sporting world. Another date reference is significant. This Masters, the 90th edition, will be the first since 1994 without either one or both of Tiger Woods and Phil Mickelson on the draw sheet. Rather than cause for a golfing lament, this provides opportunity. The post-Tiger world need not be as scary a place as so many seem to believe. Continue reading...
Cotton futures are trading with contracts up 32 points in nearby May and other contracts down 2 to 10 points. The US dollar index is $1.042 lower at $98.640. Crude oil is down $18.37 at midday following a 2-week ceasefire between Iran and the US that includes the reopening of...
Cotton futures are trading with contracts up 32 points in nearby May and other contracts down 2 to 10 points. The US dollar index is $1.042 lower at $98.640. Crude oil is down $18.37 at midday following a 2-week ceasefire between Iran and the US that includes the reopening of...
Corn futures are bouncing off the early session lows with contracts down 3 to 5 cents at midday. The CmdtyView national average Cash Corn price is down 2 3/4 cents at $4.07 ¾. Crude oil is down $18.32 at midday following a 2-week ceasefire between Iran and the US that...
Corn futures are bouncing off the early session lows with contracts down 3 to 5 cents at midday. The CmdtyView national average Cash Corn price is down 2 3/4 cents at $4.07 ¾. Crude oil is down $18.32 at midday following a 2-week ceasefire between Iran and the US that...
GE Vernova (NYSE: GEV) , the former energy division of General Electric (NYSE: GE) that was spun off as a stand-alone company in 2024, has risen more than eightfold since its market debut. Let's see why it skyrocketed -- and if it can maintain that momentum over the next decade. Image source: Getty Images. GE Vernova splits its business into three segments: Power (55% of its 2025 orders), Electrif...
GE Vernova (NYSE: GEV) , the former energy division of General Electric (NYSE: GE) that was spun off as a stand-alone company in 2024, has risen more than eightfold since its market debut. Let's see why it skyrocketed -- and if it can maintain that momentum over the next decade. Image source: Getty Images. GE Vernova splits its business into three segments: Power (55% of its 2025 orders), Electrification (33%), and Wind (13%). Its Power segment provides gas turbines for combined-cycle plants, steam turbines for coal, gas, and nuclear plants , and services for nuclear power plants. Its Electrifification segment sells transformers, breakers, substations, high-voltage direct current systems, and automation, optimization, and protection services for electrical grids. The Wind segment mainly sells onshore and offshore wind turbines. Continue reading
Vermilion Energy ( VET ) delivered Q1 2026 production of ~125,000 boe/d, beating guidance driven by strong Canada and Germany performance. Production mix included 59% Canadian gas, 13% European gas, and 28% liquids, with some disruption in Australia due to cyclones. European gas prices averaged ~$16/MMBtu, boosted by geopolitical tensions in the Middle East. The company plans new wells in Germany ...
Vermilion Energy ( VET ) delivered Q1 2026 production of ~125,000 boe/d, beating guidance driven by strong Canada and Germany performance. Production mix included 59% Canadian gas, 13% European gas, and 28% liquids, with some disruption in Australia due to cyclones. European gas prices averaged ~$16/MMBtu, boosted by geopolitical tensions in the Middle East. The company plans new wells in Germany and the Netherlands through 2026–2027 to support growth. Vermilion agreed to acquire producing gas-weighted assets in Germany from BEB Erdgas und Erdöl GmbH & Co. KG and Mobil Erdgas-Erdöl GmbH, expected to close in H2 2026. It secured three new concessions in the North German Basin, doubling its German acreage to over 1M net acres. The company signed a deal to sell its 60% stake in Croatia’s non-producing SA-07 block for ~€15M to reduce debt. Australian output was temporarily impacted by cyclones, with production expected to resume in early Q2 2026. VET shares down 8.6%. More on Vermilion Energy Inc. Vermilion Energy Inc. 2025 Q4 - Results - Earnings Call Presentation Vermilion Well-Positioned For European Natural Gas Price Spike Vermilion Energy: A Deep Value Natural Gas Play That's Still Too Cheap Best performing energy foreign stocks YTD Historical earnings data for Vermilion Energy Inc.
jetcityimage Simon Property Group ( SPG ) was on track to log its seventh straight session of gains on Wednesday as the stock advanced 2.13% to $194.63 during afternoon trading. Between March 30 and April 7, SPG gained over 4%. On a YTD basis, it has added 5.22% compared to a 1% decline in the broader markets. As per Seeking Alpha’s quant rating, the stock has a Hold rating with a score of 3.25 ou...
jetcityimage Simon Property Group ( SPG ) was on track to log its seventh straight session of gains on Wednesday as the stock advanced 2.13% to $194.63 during afternoon trading. Between March 30 and April 7, SPG gained over 4%. On a YTD basis, it has added 5.22% compared to a 1% decline in the broader markets. As per Seeking Alpha’s quant rating, the stock has a Hold rating with a score of 3.25 out of 5. SPG has been rated an A+ for profitability, while it scored a C+ for growth and valuation. However, Seeking Alpha and Wall Street analysts issued a Buy call for the stock. Last month, the company appointed Eli Simon as its head after his father and the company’s CEO, David Simon, died at the age of 64 after battling cancer. He'll continue as Simon's chief operating officer and director. Seeking Alpha analyst Long Player noted that, because there was a transition program already in place given Simon’s health condition, the leadership change is unlikely to bring any noticeable changes immediately. In fact, the company is expected to continue to outperform on the back of its location-based advantages and conservative financial profile, the analyst additionally noted. However, future decisions related to location choices will be key in deciding the trajectory of the company. “But now with the change in senior officers (and possibly a few more likely to be announced), what may make a difference in the future is location choices. There may also be a change in locations "that go downhill". These deteriorating situations need to be handled promptly, or it could at some point affect future growth,” the analyst additionally noted. More on Simon Property Simon Property Group: Implications On The Passing Of The CEO Simon Property Group, Inc. (SPG) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Simon Property Group: Firing On All Cylinders, But Strong Performance Looks Priced In Already Insider trades: Marvell Technology, Taiwan Semiconductor among notab...
ECARX Holdings ( ECX ) plans a potential acquisition of a minority stake and FlyMe OS-related IP from affiliate DreamSmart Technology. The deal consideration may include a mix of cash and securities issued by ECARX or its subsidiaries. ECARX could seek external financing such as loans or credit facilities to fund the transaction. ECX shares up 11.5%. More on ECARX Holdings ECARX Holdings Inc. (ECX...
ECARX Holdings ( ECX ) plans a potential acquisition of a minority stake and FlyMe OS-related IP from affiliate DreamSmart Technology. The deal consideration may include a mix of cash and securities issued by ECARX or its subsidiaries. ECARX could seek external financing such as loans or credit facilities to fund the transaction. ECX shares up 11.5%. More on ECARX Holdings ECARX Holdings Inc. (ECX) Q4 2025 Earnings Call Transcript ECARX Holdings Inc. 2025 Q4 - Results - Earnings Call Presentation Top and bottom quant-rated small-cap consumer discretionary stocks ECARX Holdings announces $45.6M strategic investment from Geely Holding Seeking Alpha’s Quant Rating on ECARX Holdings
Soybeans are trading with mixed action as front months are up 1 to 2 cents and deferred down fractionally. The cmdtyView national average Cash Bean price is up 2 1/4 cents at $10.92 1/2. Soymeal futures are up 50 cents to $1 in the front months, with Soy Oil futures...
Soybeans are trading with mixed action as front months are up 1 to 2 cents and deferred down fractionally. The cmdtyView national average Cash Bean price is up 2 1/4 cents at $10.92 1/2. Soymeal futures are up 50 cents to $1 in the front months, with Soy Oil futures...
Live cattle futures are trading with contracts up 15 cents to 25 cents lower in the nearbys. Cash trade has yet to get kicked off this week, with sales at $245-246 last week. The Central Stockyards Fed Cattle Exchange online auction saw no bids on the 970 head offered, with...
Live cattle futures are trading with contracts up 15 cents to 25 cents lower in the nearbys. Cash trade has yet to get kicked off this week, with sales at $245-246 last week. The Central Stockyards Fed Cattle Exchange online auction saw no bids on the 970 head offered, with...
Lean hog futures are trading with contracts down 37 cents to $1.90 at midday. USDA’s national base hog price was not reported on Wednesday morning due to light volume. The CME Lean Hog Index was back up another 13 cents on April 3 at $90.06. USDA’s pork carcass cutout value...
Lean hog futures are trading with contracts down 37 cents to $1.90 at midday. USDA’s national base hog price was not reported on Wednesday morning due to light volume. The CME Lean Hog Index was back up another 13 cents on April 3 at $90.06. USDA’s pork carcass cutout value...
President Trump announced that the U.S. and Iran had reached a two-week ceasefire agreement hours before his deadline last night. As part of the deal, Iran agreed to allow ships to safely pass through the Strait of Hormuz. The news sent stock prices soaring and oil prices crashing on Wednesday. Brent, the global oil benchmark, tumbled more than 13% to around $95 a barrel. Here's a look at what cou...
President Trump announced that the U.S. and Iran had reached a two-week ceasefire agreement hours before his deadline last night. As part of the deal, Iran agreed to allow ships to safely pass through the Strait of Hormuz. The news sent stock prices soaring and oil prices crashing on Wednesday. Brent, the global oil benchmark, tumbled more than 13% to around $95 a barrel. Here's a look at what could happen to leading U.S. oil stocks ConocoPhillips (NYSE: COP) and Occidental Petroleum (NYSE: OXY) if the ceasefire holds. Image source: Getty Images. Continue reading
Mexico Truckers Block Key Freight Routes In Nationwide Strike By Noi Mahoney of FreightWaves , A nationwide strike by Mexican truckers and farmers blocked major highways and freight corridors across Mexico on Monday, disrupting access to Mexico City, industrial zones and several U.S.-Mexico border crossings. The protest, organized by the National Association of Transporters (ANTAC) and the Nationa...
Mexico Truckers Block Key Freight Routes In Nationwide Strike By Noi Mahoney of FreightWaves , A nationwide strike by Mexican truckers and farmers blocked major highways and freight corridors across Mexico on Monday, disrupting access to Mexico City, industrial zones and several U.S.-Mexico border crossings. The protest, organized by the National Association of Transporters (ANTAC) and the National Front for the Rescue of the Mexican Countryside (FNRCM), included road blockades in at least 20 states and began around 7 a.m. CST, with disruptions expected to last several hours or longer in some areas. The groups say the strike is in response to rising cargo crime, high diesel and operating costs, deteriorating road infrastructure and a lack of progress on agreements with the federal government related to highway security and extortion. Major freight corridors affected According to Mexican media reports, blockades were reported on several of Mexico’s most important freight routes, including: Mexico–Querétaro Mexico–Puebla Mexico–Pachuca Mexico–Cuernavaca Federal Highway 45 in the Bajío region Culiacán–Mazatlán corridor Guadalajara–Colima and Mexico–Guadalajara routes Access roads to Mexico City Border crossings in Ciudad Juárez, Tijuana and Mexicali These corridors connect Mexico’s manufacturing hubs, ports and border crossings, making them critical for domestic distribution and cross-border trade. The strike is affecting access to industrial corridors, customs facilities and toll roads, similar to protests in November 2025 that disrupted more than 40 highways and access to industrial zones and customs facilities. Security and costs drive protests Transport and agricultural groups say insecurity remains one of the biggest issues facing freight operators in Mexico. Official government data shows 6,263 investigations into cargo truck robberies were opened in 2025, but industry groups estimate the true number of cargo theft incidents — including unreported cases — exceede...
John M. Chase/iStock Unreleased via Getty Images Rocket Lab: Neutron Delay Hasn't Yet Cratered the Bullish Narrative To be honest, I actually seldom pay close attention to the rocket companies. While I know they may represent the futuristic side of growth investing, I'm not really that speculative an investor. Because these companies are arguably solving some of the hardest problems that humanity ...
John M. Chase/iStock Unreleased via Getty Images Rocket Lab: Neutron Delay Hasn't Yet Cratered the Bullish Narrative To be honest, I actually seldom pay close attention to the rocket companies. While I know they may represent the futuristic side of growth investing, I'm not really that speculative an investor. Because these companies are arguably solving some of the hardest problems that humanity faces, the execution risks are also extremely high. So just like I do not like to buy very short-duration call options (as compared to selling a cash-secured put), I don't particularly envy investors who may have made a ton of money investing in Rocket Lab Corporation ( RKLB ). RKLB performance (Seeking Alpha) That said, RKLB investors will probably contend that it's a case of sour grapes, right? Consider that RKLB still maintained a total return of almost 280% over the past year. You must consider that the multiples are seemingly extreme, at 44x on the forward P/S ratio, compared to the sector median of 1.8x. Surprisingly, I have not seen a structurally bearish print on RKLB yet, giving due credence to the high level of confidence in the progress that Rocket Lab has attained so far. Yet, that doesn’t mean that RKLB could avoid falling into a bear market, with the stock having lost almost 45% through the recent lows after peaking in January this year. RKLB Neutron launch delay ( MarketWatch ) If you have been following Rocket Lab’s developments closely, I guess you will probably agree with me that the disappointment with the delayed Neutron launch (pushed back to Q4 this year) played a prominent role in the recent derating. Like I mentioned earlier, these are the kinds of risks the investors in RKLB or any other so-called disruptive rocket company trying to gain a foothold against the legacy defense prime must assume. It's rocket science, right? Therefore, even though Rocket Lab posted what seemed like a solid Q4 performance, the market was, well, nonchalant. Rocket Lab's E...
James Smith, founder and chief investment officer of Palliser Capital, joins Dani Burger on "Bloomberg Deals." They discuss M&A market trends and how his company found an AI manufacturing play within Toto. (Source: Bloomberg)
James Smith, founder and chief investment officer of Palliser Capital, joins Dani Burger on "Bloomberg Deals." They discuss M&A market trends and how his company found an AI manufacturing play within Toto. (Source: Bloomberg)
A group of banks including Natixis SA , Mitsubishi UFJ Financial Group Inc. and Societe Generale SA have started selling $3 billion of loans for a data center in Ohio backed by Meta Platforms Inc. , the latest deal supporting the buildout of artificial intelligence infrastructure. The general syndication of the loans for the data center building as well as related power assets is structured in a s...
A group of banks including Natixis SA , Mitsubishi UFJ Financial Group Inc. and Societe Generale SA have started selling $3 billion of loans for a data center in Ohio backed by Meta Platforms Inc. , the latest deal supporting the buildout of artificial intelligence infrastructure. The general syndication of the loans for the data center building as well as related power assets is structured in a single transaction, according to people familiar with the matter. Royal Bank of Canada and Sumitomo Mitsui Banking Corp are also arrangers in the transaction, said the people who are not authorized to speak publicly. The 1-gigawatt New Albany, Ohio cluster, known as Prometheus, is one of several massive data centers Meta is investing in to power its AI efforts. It’s expected to come online this year , according to Chief Executive Officer Mark Zuckerberg , who has pledged to spend hundreds of billions of dollars through the end of the decade on AI and infrastructure needed to support it. Read more: Meta Signs Multi-Gigawatt Nuclear Deals for AI Data Centers The banks are aiming to wrap up the marketing process on April 16 after kicking off discussions last month, the people said. The transaction consists of two construction loans: a $2.1 billion tranche, and a $900 million tranche, they said. They will be offered as four-year loans with a one-year extension each. Pricing is indicated at 2.5 percentage points over the benchmark for both loans, which for the most part will be sold on a pro-rata basis. Upfront fees are based on a grid tied to commitment sizes, the people sad. Investors can buy various tiers of debt ranging from less than $75 million to as much as $125 million, which pay fees from 0.375% to 1.25%, they added. The debt is being marketed to investors including banks, institutional investors, and private credit lenders. The Financial Times was first to report some of the details of the transaction. EdgeConneX Inc. , a data center operator acquired by private equity ...