NextEra Energy CEO John Ketchum discusses rising energy demand, AI-driven power needs, and investment and M&A opportunities with Bloomberg’s Julie Fine at CERAWeek in Houston. (Source: Bloomberg)
NextEra Energy CEO John Ketchum discusses rising energy demand, AI-driven power needs, and investment and M&A opportunities with Bloomberg’s Julie Fine at CERAWeek in Houston. (Source: Bloomberg)
In this article .SPX .IXIC @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT CNBC's Jim Cramer cautioned investors that Monday's stock market rebound, sparked by optimism over a potential end to the U.S.-Iran war, might be short-lived. The market staged a dramatic comeback after President Trump on Monday said that the U.S. would halt attacks against Iran's power plants and energy infrastructu...
In this article .SPX .IXIC @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT CNBC's Jim Cramer cautioned investors that Monday's stock market rebound, sparked by optimism over a potential end to the U.S.-Iran war, might be short-lived. The market staged a dramatic comeback after President Trump on Monday said that the U.S. would halt attacks against Iran's power plants and energy infrastructure. But the "Mad Money" host said the rally "reeked of fear" and won't last unless the Iranian regime's behavior backs up Trump's claims. The S&P 500 and Nasdaq Composite gained 1.15% and 1.38%, respectively, Monday, on hopes that the Middle East conflict that spiked oil and heightened recession worries could be coming to a close. Brent , the international benchmark, tumbled 10.9% after a weeks-long ascent on supply disruption concerns in the energy-rich region. "By the end of the day ... it felt like the whole rally reeked of fear, fear by those who are underinvested and better take down some stock because they don't want the market to take off without them," Cramer said. "Fear of the shorts that their precious year, made during the month of March, may go away with a real peace agreement." Cramer's comments come as the Iran war enters its fourth week, with conflict escalating in recent days after an ultimatum from the president. On Saturday, he threatened an attack on more Iranian energy plants if the Strait of Hormuz wasn't reopened in 48 hours. Cramer added that it will be difficult to sustain Monday's rally if Iran's actions don't back Trump's comments. And so far, there have been some conflicting signs about what's next. Trump said on Monday that the U.S. and Iran wanted to "make a deal" and that the two countries have had "productive conversations" to resolve the conflict. Iranian state media, however, reportedly refuted the president's claims hours later. Cramer used an election as a metaphor for Monday's volatile trading session. He described the traders of differen...
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 23, 2026. Brendan McDermid | Reuters U.S. stock futures were little changed on Monday night after the major averages staged a relief rally, fueled by traders' hopes that a resolution may be in sight for the U.S.-Iran conflict. S&P 500 futures and Nasdaq 100 futures were trading marginally higher. Futures ...
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 23, 2026. Brendan McDermid | Reuters U.S. stock futures were little changed on Monday night after the major averages staged a relief rally, fueled by traders' hopes that a resolution may be in sight for the U.S.-Iran conflict. S&P 500 futures and Nasdaq 100 futures were trading marginally higher. Futures tied to the Dow Jones Industrial Average added 1 point. In Monday's regular session, the S&P 500 climbed 1.15%, while the tech-heavy Nasdaq rose 1.38%. The 30-stock Dow popped 631 points, or 1.38%. All three major averages posted their best session since early February. The gains came after President Donald Trump said in a Truth Social post that the U.S. and Iran have held "very good and productive conversations regarding a complete and total resolution of our hostilities in the Middle East." Iranian state media reported that there were no direct talks between the two countries, however. Stocks surged, with the Dow up more than 1,100 points on the day at one point. Oil prices also cooled. West Texas Intermediate futures settled down about 10.3% at $88.13 per barrel, and Brent futures slid nearly 11% to $99.94 a barrel. Over the weekend, the president had threatened an attack on Iranian power plants if the Strait of Hormuz wasn't reopened, while Iran in turn said that it would target U.S. infrastructure as a retaliatory tactic. Despite the optimistic tone of Trump's Monday comments, Citi U.S. equity strategist Scott Chronert doesn't believe that investors are out of the woods just yet. "We still have a lot of wood to chop in terms of where oil prices end up shaking out; how those impact underlying economic conditions. So we think we're okay for right now with this down 5% to 10% narrative, but we have to be on the lookout that the risks are still out there and are still pretty notable," he said on CNBC's " Closing Bell: Overtime " on Monday afternoon. On Tuesday morning, tra...
American Airlines Group (NASDAQ:AAL), one of the biggest U.S. airlines, closed Monday at $10.81, up 3.64%. Shares rose alongside other travel firms on de-escalation signals surrounding the Iran conflict and a corresponding decline in oil prices. Trading volume reached 77.1 million shares, coming in 18% above its three-month average of 65.2 million shares. American Airlines Group IPO'd in 2005 and ...
American Airlines Group (NASDAQ:AAL), one of the biggest U.S. airlines, closed Monday at $10.81, up 3.64%. Shares rose alongside other travel firms on de-escalation signals surrounding the Iran conflict and a corresponding decline in oil prices. Trading volume reached 77.1 million shares, coming in 18% above its three-month average of 65.2 million shares. American Airlines Group IPO'd in 2005 and has fallen 49% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) added 1.15% to finish Monday at 6,581, while the Nasdaq Composite (NASDAQINDEX:^IXIC) advanced 1.38% to close at 21,947. Among airlines peers, Delta Air Lines (NYSE:DAL) gained 2.66% to close at $65.13 and United Airlines (NASDAQ:UAL) finished up 4.46% at $93.96, as sentiment around fuel costs improved. What this means for investors Travel stocks, including American Airlines, rallied today on cautious optimism about easing geopolitical risk. The stock has still declined 16% in the past month, but falling oil prices and a change in tone around the war in Iran helped it pare some of those losses. Continued volatility is likely, given that the conflict is now in its fourth week and today’s comments are only the first step to actually ending it. Moreover, energy disruptions will likely persist even after the war finishes. This week, TD Cowen raised its price target for American Airlines from $13 to $17, and maintained its “buy” rating. It cited solid booking forecasts and improved fuel cost impacts. However, UBS lowered its target from $15 to $14. Should you buy stock in American Airlines Group right now? Before you buy stock in American Airlines Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and American Airlines Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you ...
The S&P 500 Index ($SPX) (SPY) on Monday closed up +1.15%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +1.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.22%. June E-mini S&P futures (ESM26) rose +1.14%, and June E-mini Nasdaq futures (NQM26) rose +1.29%. Stocks settled sharply higher on Monday as crude oil prices plunged more than -10% after President Trump said strikes agai...
The S&P 500 Index ($SPX) (SPY) on Monday closed up +1.15%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +1.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.22%. June E-mini S&P futures (ESM26) rose +1.14%, and June E-mini Nasdaq futures (NQM26) rose +1.29%. Stocks settled sharply higher on Monday as crude oil prices plunged more than -10% after President Trump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war. Mr. Trump said the US held productive talks on a comprehensive resolution of hostilities in the Middle East and that the discussion would continue throughout the week. Join 200K+ Subscribers: Stocks fell back from their best levels Monday afternoon when a statement was released from a military adviser to Iranian Supreme Leader, Mohsen Rezaee, that said the war will continue until all damages to Iran are compensated, all economic sanctions are lifted, and legal international guarantees are obtained to prevent US interference in Iran. Global bond yields fell from their highs on Monday and turned lower, a supportive factor for stocks, on news of a possible end to the war in Iran. Bond yields had risen on concerns that soaring energy prices from the Iran war would stoke inflation. The 10-year T-note yield fell from an 8-month high on Monday at 4.44% and fell -5 bp to 4.33%. Also, the 10-year German Bund yield fell from a 14.75-year high of 3.08%, and the 10-year UK Gilt yield fell from a 17.75-year high of 5.12%. Stock index futures initially fell sharply in overnight trading after President Trump gave Iran until Monday evening to reopen the Strait of Hormuz. President Trump on Saturday issued a 48-hour ultimatum for Iran to "fully open" the Strait of Hormuz or the US will obliterate Iran’s various power stations. The ultimatum, which expires at 7:44 p.m. Eastern time on Monday, was met with harsh rhetoric from Iran, with one senior Iranian ...
Gold steadied after an exceptionally volatile start to the week, as investors weighed President Donald Trump’s postponement of US strikes against Iran’s energy infrastructure. Bullion was near $4,400 an ounce in early trading, having pared dramatic losses on Monday to end the session down nearly 2%. The war in the Middle East has kept energy prices elevated and raised the risk of inflation and hig...
Gold steadied after an exceptionally volatile start to the week, as investors weighed President Donald Trump’s postponement of US strikes against Iran’s energy infrastructure. Bullion was near $4,400 an ounce in early trading, having pared dramatic losses on Monday to end the session down nearly 2%. The war in the Middle East has kept energy prices elevated and raised the risk of inflation and higher interest rates, sparking a nine-day drop in gold prices that’s the longest losing streak since 2023. US stocks rose while Treasury yields and the dollar retreated after Trump delayed the strikes for five days and said “productive discussions” with Iran had taken place, suggesting the sides could jointly control the Strait of Hormuz. Tehran, however, has denied any talks with the US. Read More: Trump Began Iran Talks as Allies Warned War Risked Disaster Spot gold edged down 0.3% to $4,394.96 an ounce at 6:16 a.m. in Singapore. Silver fell 0.1% to $69.05. Platinum and palladium also declined. The Bloomberg Dollar Spot Index , a gauge of the US currency, ended the previous session down 0.4%.
MoMo Productions/DigitalVision via Getty Images The last few days now have been particularly positive for shareholders of Insperity, Inc. ( NSP ). After news broke on March 19th that the CEO of the company had significantly increased his ownership in the business, the stock jumped. In the last two days, shares are up 13.6%. As great as this is to see, the unfortunate reality is that the stock is s...
MoMo Productions/DigitalVision via Getty Images The last few days now have been particularly positive for shareholders of Insperity, Inc. ( NSP ). After news broke on March 19th that the CEO of the company had significantly increased his ownership in the business, the stock jumped. In the last two days, shares are up 13.6%. As great as this is to see, the unfortunate reality is that the stock is still down materially since I last wrote about it in September of 2022. In that time, shares have fallen 74.2%. Over the same window of time, the S&P 500 ( SP500 ) is up 68.7%. That's almost like a mirror image, if you will. This comes as weakening fundamentals negatively affected the company. It doesn't help that broader economic conditions look discouraging and that we are likely to enter into a recession. In the near term, I would actually expect financial performance for the company to worsen some. However, thanks to management's efforts on margin improvement initiatives, there could be some hope of upside. In fact, management expects that while some of its activity could be down for the year, overall profitability is likely to be higher. If management does turn out to be correct, shares of the company will look incredibly cheap. But like I said, I am more of a pessimist when it comes to the state of the economy at the moment. I see economic conditions deteriorating. And if I turn out to be correct about this, the end result could be weaker than expected financial performance. So even though it is attempting to upgrade the stock from the Hold that I have it at today to a Buy based on valuation, I am not ready to pull that trigger just yet. Digging Into Insperity Considering how many years it has been since I last wrote about Insperity, I think that digging into its operations is a wise idea. For those new to the company, it operates as a provider of human resources and other business solutions. From its humble origins back in 1986, the company has grown to have a market ...
Last year, United Parcel Service (UPS +1.97%) announced that it would be slashing the business it does with Amazon by more than 50%. The reduction is set to be complete by the latter half of this year, and the result will be a smaller and leaner operation for UPS. The company has made the controversial move in order to improve its margins, so that its financial results will be stronger. But at the...
Last year, United Parcel Service (UPS +1.97%) announced that it would be slashing the business it does with Amazon by more than 50%. The reduction is set to be complete by the latter half of this year, and the result will be a smaller and leaner operation for UPS. The company has made the controversial move in order to improve its margins, so that its financial results will be stronger. But at the same time, it's taking away a big growth opportunity for its business. Could this move end up backfiring for UPS and its investors? What does this mean for UPS? Cutting a big chunk of business from a major customer is never an easy move, but the benefit for UPS is that it will be able to get leaner and cut a lot of overhead and staff related to Amazon deliveries. Meanwhile, it can reallocate existing efforts to shipments with better margins, thereby improving overall profitability. The company is cutting 30,000 jobs this year as a result of the reduced deliveries. Last year, it eliminated 48,000 jobs. In terms of dollars, this amounts to around $5 billion less in revenue for UPS. That represents approximately 6% of the $88.7 billion in revenue that UPS generated last year. By being leaner and more efficient, that can result in greater margins and improved profitability. But it can also make it more difficult for the company to grow, at least in the short term. Expand NYSE : UPS United Parcel Service Today's Change ( 1.97 %) $ 1.89 Current Price $ 97.75 Key Data Points Market Cap $81B Day's Range $ 96.94 - $ 99.35 52wk Range $ 82.00 - $ 122.41 Volume 160K Avg Vol 6.5M Gross Margin 18.53 % Dividend Yield 6.84 % Why this can be a net win for UPS in the long run In the past few years, UPS' profit margins have been in single digits, around 6% to 7%. That's not terribly high, and if the company is able to improve upon that, it may be able to significantly offset a decline in revenue from doing less business with Amazon. The silver lining may be that by having a more profitable o...
Key Points UPS will shed billions from its top line as the company cuts back on Amazon shipments. The company has been slashing thousands of jobs in an effort to get leaner and more efficient. 10 stocks we like better than United Parcel Service › Last year, United Parcel Service (NYSE: UPS) announced that it would be slashing the business it does with Amazon by more than 50%. The reduction is set ...
Key Points UPS will shed billions from its top line as the company cuts back on Amazon shipments. The company has been slashing thousands of jobs in an effort to get leaner and more efficient. 10 stocks we like better than United Parcel Service › Last year, United Parcel Service (NYSE: UPS) announced that it would be slashing the business it does with Amazon by more than 50%. The reduction is set to be complete by the latter half of this year, and the result will be a smaller and leaner operation for UPS. The company has made the controversial move in order to improve its margins, so that its financial results will be stronger. But at the same time, it's taking away a big growth opportunity for its business. Could this move end up backfiring for UPS and its investors? 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 » What does this mean for UPS? Cutting a big chunk of business from a major customer is never an easy move, but the benefit for UPS is that it will be able to get leaner and cut a lot of overhead and staff related to Amazon deliveries. Meanwhile, it can reallocate existing efforts to shipments with better margins, thereby improving overall profitability. The company is cutting 30,000 jobs this year as a result of the reduced deliveries. Last year, it eliminated 48,000 jobs. In terms of dollars, this amounts to around $5 billion less in revenue for UPS. That represents approximately 6% of the $88.7 billion in revenue that UPS generated last year. By being leaner and more efficient, that can result in greater margins and improved profitability. But it can also make it more difficult for the company to grow, at least in the short term. Why this can be a net win for UPS in the long run In the past few years, UPS' profit margins have been in single digits, around 6% to 7%. That's not terribly ...
shaunl/E+ via Getty Images Core Laboratories ( CLB ) down 4.7% post-market Monday after issuing downward guidance for Q1 due to regional instability in the Middle East, where c hanges in client activity levels are directly impacting operations in the countries where the company operates. Core ( CLB ) said its new Q1 guidance included earnings of $0.05-$0.07/share on revenues of $119M-$123M, below ...
shaunl/E+ via Getty Images Core Laboratories ( CLB ) down 4.7% post-market Monday after issuing downward guidance for Q1 due to regional instability in the Middle East, where c hanges in client activity levels are directly impacting operations in the countries where the company operates. Core ( CLB ) said its new Q1 guidance included earnings of $0.05-$0.07/share on revenues of $119M-$123M, below the FactSet analyst consensus estimate for $0.13 EPS on revenues of $127.5M, while operating income is projected in the $5.7M-$7.1M range. The company said the impact has been more pronounced in its Reservoir Description business due to its unique role in supporting regional client studies, crude oil assay testing, and reservoir rock and fluid characterization, all of which rely on predictable field access, sample movement, and laboratory operations. Last month , Core ( CLB ) had forecast Q1 2026 earnings of $0.11-$0.15/share on revenues of $124M-$130M, with operating income of $9.7M-$12.2M and operating margins of ~9%. More on Core Laboratories Core Laboratories Q4 2025 Earnings Call Transcript Core Laboratories: Providing The Technology To Replace Tier-1 Oil Inventory Seeking Alpha’s Quant Rating on Core Laboratories