BING-JHEN HONG/iStock Editorial via Getty Images In my last coverage of TSMC/Taiwan Semiconductor Manufacturing Company ( TSM ) stock, the thesis was focused on its scaling up from traditional semiconductor cyclicality into a "Sovereign Utility of Computation." In that article, the main catalyst was "Joule-per-Token Arbitrage." By leveraging N2/A16 nodes and CoWoS packaging to deliver big data cen...
BING-JHEN HONG/iStock Editorial via Getty Images In my last coverage of TSMC/Taiwan Semiconductor Manufacturing Company ( TSM ) stock, the thesis was focused on its scaling up from traditional semiconductor cyclicality into a "Sovereign Utility of Computation." In that article, the main catalyst was "Joule-per-Token Arbitrage." By leveraging N2/A16 nodes and CoWoS packaging to deliver big data center energy savings, TSMC is shifting from cost-plus to value-capture pricing. This shift decouples revenue from historical seasonality and backs a premium valuation based on solid FCF despite even amid CapEx. In that analysis, fundamental and technical indicators projected a 39%-100% price upside. On the downside, I marked the important risks like "yield curve inversion" (if complex EUV multi-patterning inefficiencies drive gross margins below the 56% threshold) that may trigger a large valuation derating. Seeking Alpha Now in the current article, I am downgrading my rating on TSM stock to a tactical Buy rating and a hard ~$468 price target that is representing an ~18% price upside (conservative/floor) from the current levels ($395.95 at the time of writing) before shifting to a Hold/Avoid rating. The reason behind the buy rating is based on a dual-edged structural state, as TSMC is temporarily squeezing large cash flows and driving its 66.2% gross margin through a smart depreciation arbitrage by delaying ASML’s High-NA EUV tools and prevailing the AI interconnect TAM via Silicon Photonics (TSMC-COUPE). At 20.7x FY2027 P/E and a 0.83x PEG, Wall Street has over-discounted near-term geopolitical noise, and by that, it is creating a good entry point for new bulls. However, this upside is now strictly capped as the main risks to this thesis are extreme. These include a 45% delay rate in FY2026 U.S. data center buildouts that risks an inventory bullwhip effect by mid-2027 and an overseas expansion (including the $20 billion Arizona injection ) that I believe may permanently erod...
BING-JHEN HONG/iStock Editorial via Getty Images In my last coverage of TSMC/Taiwan Semiconductor Manufacturing Company ( TSM ) stock, the thesis was focused on its scaling up from traditional semiconductor cyclicality into a "Sovereign Utility of Computation." In that article, the main catalyst was "Joule-per-Token Arbitrage." By leveraging N2/A16 nodes and CoWoS packaging to deliver big data cen...
BING-JHEN HONG/iStock Editorial via Getty Images In my last coverage of TSMC/Taiwan Semiconductor Manufacturing Company ( TSM ) stock, the thesis was focused on its scaling up from traditional semiconductor cyclicality into a "Sovereign Utility of Computation." In that article, the main catalyst was "Joule-per-Token Arbitrage." By leveraging N2/A16 nodes and CoWoS packaging to deliver big data center energy savings, TSMC is shifting from cost-plus to value-capture pricing. This shift decouples revenue from historical seasonality and backs a premium valuation based on solid FCF despite even amid CapEx. In that analysis, fundamental and technical indicators projected a 39%-100% price upside. On the downside, I marked the important risks like "yield curve inversion" (if complex EUV multi-patterning inefficiencies drive gross margins below the 56% threshold) that may trigger a large valuation derating. Seeking Alpha Now in the current article, I am downgrading my rating on TSM stock to a tactical Buy rating and a hard ~$468 price target that is representing an ~18% price upside (conservative/floor) from the current levels ($395.95 at the time of writing) before shifting to a Hold/Avoid rating. The reason behind the buy rating is based on a dual-edged structural state, as TSMC is temporarily squeezing large cash flows and driving its 66.2% gross margin through a smart depreciation arbitrage by delaying ASML’s High-NA EUV tools and prevailing the AI interconnect TAM via Silicon Photonics (TSMC-COUPE). At 20.7x FY2027 P/E and a 0.83x PEG, Wall Street has over-discounted near-term geopolitical noise, and by that, it is creating a good entry point for new bulls. However, this upside is now strictly capped as the main risks to this thesis are extreme. These include a 45% delay rate in FY2026 U.S. data center buildouts that risks an inventory bullwhip effect by mid-2027 and an overseas expansion (including the $20 billion Arizona injection ) that I believe may permanently erod...
tupungato Despite cyclical swings of the housing market and lingering pressure on the consumer, Williams-Sonoma ( WSM ) saw sales and profitability improve in the first quarter, delivering a top- and bottom-line beat. Early trading has been volatile, however, as compressed operating margins and guidance that reflects higher energy costs and the continued impact from U.S. tariffs spooked investors....
tupungato Despite cyclical swings of the housing market and lingering pressure on the consumer, Williams-Sonoma ( WSM ) saw sales and profitability improve in the first quarter, delivering a top- and bottom-line beat. Early trading has been volatile, however, as compressed operating margins and guidance that reflects higher energy costs and the continued impact from U.S. tariffs spooked investors. Based on the assumptions that oil prices will remain elevated, tariffs are not refunded, and tariff impacts are front-loaded in the first half of FY26, Williams-Sonoma ( WSM ) expects revenue growth of 2.7% to 6.7%, translating to a range of $8.02B and $8.33B versus $8.15B estimates. The company also expects comparable sales growth to be between 2% and 6% and an operating margin of 17.5% to 18.1% (versus 18.1% in 2025), both of which are unchanged from prior expectations. For the first quarter of the year, the home furnishing and accessory retailer generated $1.805B in revenue, an increase of 4.3% year-over-year and slightly better than anticipated. And with all brands seeing improved sales year-over-year, comparable brand revenue increased 4.8%. Net income increased 12.8% to $231.4M, or $1.93 per share, up from $1.85 last year and exceeding expectations by $0.11. Gross margin was compressed by 30 basis points, however, as lower merchandise margin was partially offset by supply chain efficiencies and occupancy leverage. Additionally, operating margin of 16.2% was down 60 basis points from the same quarter last year. In addition to first quarter results, Williams-Sonoma ( WSM ) also announced the promotion of Jennifer Kellor to president of Pottery Barn, replacing outgoing president Monica Bhargava. More on Williams-Sonoma Williams-Sonoma: Valuation And Macroeconomic Risks Outweigh Fundamental Soundness Williams-Sonoma: The Reasons I Remain Bearish Williams-Sonoma, Inc. (WSM) Q4 2025 Earnings Call Transcript Williams-Sonoma's West Elm is seeing a lift from an Emma Chamberla...
Dilok Klaisataporn/iStock via Getty Images US economic growth remains on track to post a modestly stronger increase in the second quarter compared with Q1, according to the median nowcast from a set of estimates compiled by CapitalSpectator.com. Despite heightened inflation risks stemming from the Middle East energy shock, output appears relatively resilient so far for GDP in the current quarter. ...
Dilok Klaisataporn/iStock via Getty Images US economic growth remains on track to post a modestly stronger increase in the second quarter compared with Q1, according to the median nowcast from a set of estimates compiled by CapitalSpectator.com. Despite heightened inflation risks stemming from the Middle East energy shock, output appears relatively resilient so far for GDP in the current quarter. Today’s update of the median Q2 nowcast indicates real (inflation-adjusted) growth of 2.4%, moderately above Q1’s 2.0% advance. If accurate, the Q2 report (scheduled for July) will reflect a continued, albeit modest, recovery following the weak gain in Q4. Today’s estimate is slightly above the previous median nowcast: 2.2%, published on May 11. Economists at the Royal Bank of Canada write: “The energy shock isn’t likely to trigger a US recession in 2026,” noting that “the set of indicators used by the National Bureau of Economic Research to identify recessions is not flashing red. Yes, some segments suggest caution, but more recent data—including payroll growth, industrial production, and retail sales—are accelerating, while the unemployment rate is holding steady.” The main caveat is that it is still early to fully assess the inflation risk from the supply-side energy shock, which continues to reverberate across the global and US economies. Minutes from the most recent Federal Reserve policy meeting reveal that a majority of Fed officials discussed the possibility of interest rate hikes if the Iran war continued to raise inflation. Although members of the Federal Open Market Committee differed on how long the conflict might last and how much inflation risk it could pose, “a majority of participants highlighted, however, that some policy firming would likely become appropriate if inflation were to continue to run persistently above 2 percent.” Last week’s consumer inflation report for April showed a second consecutive month of hotter pricing pressure. Headline CPI’s year-o...
Advance Auto Parts (NYSE:AAP) reported what executives described as a solid start to fiscal 2026, with first-quarter comparable sales rising 3.5%, the company’s strongest quarterly growth in five years. President and Chief Executive Officer Shane O’Kelly said the results were driven primarily by the company’s Pro channel, particularly its focus on Main Street professional customers, along with imp...
Advance Auto Parts (NYSE:AAP) reported what executives described as a solid start to fiscal 2026, with first-quarter comparable sales rising 3.5%, the company’s strongest quarterly growth in five years. President and Chief Executive Officer Shane O’Kelly said the results were driven primarily by the company’s Pro channel, particularly its focus on Main Street professional customers, along with improved parts availability and customer service. The DIY channel also returned to positive growth after softness in the prior quarter. “Our Q1 performance reflects continued improvement in parts availability and customer service, which is helping us respond to favorable industry dynamics,” O’Kelly said on the company’searnings call Sales Improve as Pro Business Leads Executive Vice President and Chief Financial Officer Ryan Grimsland said net sales for the quarter were $2.6 billion, up 1% from the prior year. Comparable sales increased 3.5%, offset in part by a two-point headwind from cycling $51 million in liquidation sales tied to store optimization activity completed in the first quarter of last year. Grimsland said the quarter included early benefits from winter storms, which drove sales of failure-related items, though temporary store closures and delayed maintenance spending also caused some disruption. Sales trends improved beginning in mid-February as consumers used tax refunds and resumed maintenance spending amid better weather in March. Overall, he said weather was not a material driver of first-quarter results. By channel, Pro comparable sales grew in the mid-single-digit range, with monthly growth consistently in that range. Grimsland said the company’s Main Street Pro business outperformed the overall Pro comp by more than 200 basis points, even as Advance continues to optimize its large national account Pro business. The DIY channel posted low double-digit comparable sales growth, though Grimsland said performance remains tempered by inflation and stretched hou...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Oracle (NYSE:ORCL) has joined a new multi source agreement group focused on expanded beam optical connectivity for AI infrastructure. The company is working alongside 3M, AMD, Meta, and Cisco to help define standards for high performance optical interconnects ...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Oracle (NYSE:ORCL) has joined a new multi source agreement group focused on expanded beam optical connectivity for AI infrastructure. The company is working alongside 3M, AMD, Meta, and Cisco to help define standards for high performance optical interconnects in data centers. The initiative targets reliability, scalability, and faster deployment of hyperscale AI infrastructure. Oracle enters this standards effort with NYSE:ORCL trading at around $188.16 and a 1 year return of 20.9%. Over 3 years the stock return is very large, and over 5 years the return is 154.0%. This provides context for how investors have viewed the company through recent technology cycles. For readers watching AI infrastructure, Oracle's move into hardware related standards connects its cloud ambitions directly to the plumbing of next generation data centers. Participation in an MSA with large technology and networking peers could influence how future AI workloads connect, move data, and scale across Oracle environments and partner ecosystems. Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle. NYSE:ORCL Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 2 risks and 3 things going right for Oracle that every investor should see. For Oracle, joining the expanded beam optical connectivity group looks like an effort to move closer to the physical layer of AI infrastructure rather than just riding on top of it. Expanded beam optics are designed to handle dense, high bandwidth links in data centers with more tolerance for dust, vibration and repeated mating cycles than traditional fiber connections. By sitting alongside companies such as AMD, Meta and Cisco on the specification, Oracle is closer to decisions that affect ho...
00:00 Brian What did you like about this Nvidia quarter and what's uh just lacking in your view? 00:08 Paul Actually, Brian, I liked most of it. I I disagree that we've seen signs of a slowdown. You know, right now for their next fiscal year, after this enormous growth this year, the street's expecting about 30% growth top and bottom line. I expect that to be beaten, and I expect that to be beaten...
00:00 Brian What did you like about this Nvidia quarter and what's uh just lacking in your view? 00:08 Paul Actually, Brian, I liked most of it. I I disagree that we've seen signs of a slowdown. You know, right now for their next fiscal year, after this enormous growth this year, the street's expecting about 30% growth top and bottom line. I expect that to be beaten, and I expect that to be beaten significantly. And with a stock here that trades at only 19 times next year's earnings, which I think are low, I think uh whoever says it's a value stock, whether it be Jensen Wong or anybody else, I think they're actually right. 00:47 Brian Paul, let me uh, you bring up a good point. I love opposing views. That's why we have you on here. You always, you always give it to us straight. Uh, is it oh, is it good enough? And I, look, I can't even believe I'm saying this about Nvidia. I mean it's gotten so big and it's so important to chain that this company's only growing the top line by 30% plus. Or is this a market still stuck in the past with Nvidia and they want to see those 50, 60, 100% growth rates that they were delivering? 01:14 Paul Well, we'll get that, Brian for a couple more quarters. So they just got into a quarter well above the street, but that's pretty much standard fair for them. And that indicates that this next quarter is going to have about 100% growth year-to-year. So it's a acceleration in sequential and year-to-year growth. So we'll see what happens, but I again think that the numbers are lower. and I felt very good about the gross margin, 75%, uh guiding towards another 75% and the fact that we now have a very big CPU business in addition to GPUs with the Vera platform, this could be really exciting. 1:59 Paul I think it's very important, you know, when they talk about uh returning capital to shareholders, I never really care about a dividend for a tech company. That usually is the death sentence. But the continued stock buybacks and the fact that they'...
Imagine looking at your retirement account and seeing that your money is helping build a city on Mars. That scenario is no longer science fiction. SpaceX has officially filed its S-1 paperwork to go public, opening its doors to Wall Street and retail investors alike. An S-1 is a formal document a company must file ... Wall Street is About to Fund the First City on Mars. Here are the Craziest Detai...
Imagine looking at your retirement account and seeing that your money is helping build a city on Mars. That scenario is no longer science fiction. SpaceX has officially filed its S-1 paperwork to go public, opening its doors to Wall Street and retail investors alike. An S-1 is a formal document a company must file ... Wall Street is About to Fund the First City on Mars. Here are the Craziest Details from the SpaceX S-1.
"If there was more there we could try and reduce the risk and make it a bit easier for everyone, but it is what it is and we'll clearly do the best we can with the resources we deploy. "In Germany we sent 40, because that was the ask of the Germans and they funded it. "In this case the Americans are not are sold on the idea of the mobile delegations. They're not funding it, so it'll be a smaller d...
"If there was more there we could try and reduce the risk and make it a bit easier for everyone, but it is what it is and we'll clearly do the best we can with the resources we deploy. "In Germany we sent 40, because that was the ask of the Germans and they funded it. "In this case the Americans are not are sold on the idea of the mobile delegations. They're not funding it, so it'll be a smaller deployment. "We're not criticising that, it's their operation, they'll police it. We see the benefit of spotters, as I think most of the European countries do, because it gives us the opportunity to have a greater coverage of really good experienced people who will liaise with the supporters and the FA. "But if we want to monitor fans leaving the city centre and then be there to receive them at the ground, you can't be in two places at once. So it limits our ability to do that." The White House World Cup Taskforce has been approached for comment. "We know fan behaviour. The States isn't necessarily a football fan culture in the same way. It's very different. "There are 18,000 law enforcement agencies in the US, so they will have had different exposure to crowds managing things. "The behaviour of our fans in tournaments over recent years has been pretty well exemplary, so we start from a good place. I think one of the key reasons we're so keen to send a team out there is that it gives us the opportunity to brief local law enforcement. "So we always like to be there to communicate to fans if their behaviour is causing offence. Equally to say to local law enforcement, 'this isn't a problem. This is normal behaviour'. So we're going to be more limited in that."
JHVEPhoto/iStock Editorial via Getty Images KKR & Co. ( KKR ) confirmed the sale of Circor Aerospace to the motion and control technologies company Parker Hannifin ( PH ) in a $2.55B deal. Funds managed by KKR had acquired the flow control products manufacturer for $1.8B in 2023. KKR said it will maintain its ownership of Circor's Naval and Industrial businesses. The Wall Street Journal had report...
JHVEPhoto/iStock Editorial via Getty Images KKR & Co. ( KKR ) confirmed the sale of Circor Aerospace to the motion and control technologies company Parker Hannifin ( PH ) in a $2.55B deal. Funds managed by KKR had acquired the flow control products manufacturer for $1.8B in 2023. KKR said it will maintain its ownership of Circor's Naval and Industrial businesses. The Wall Street Journal had reported the potential deal earlier during the day. The purchase price includes expected tax benefits with an estimated net present value of ~$75M. Net of expected tax benefits, the price represents 22.7x Circor Aerospace's 2026 estimated adjusted EBITDA. It represents 18.2x, including expected cost synergies of ~10%, of 2026 estimated sales. The transaction is expected to close in the second half of 2026. More on KKR KKR's Durable Growth Story Is Underappreciated Parker-Hannifin in deal to buy aerospace/defense unit of Circor for $2.5B - WSJ Barnes & Noble's CEO isn't afraid of AI-written literature
BT has said the cost of smartphones could rise as technology companies buy up semiconductor chips because of the boom in artificial intelligence, putting pressure on supply chains. The telecoms company’s chief executive, Allison Kirkby, said she was anticipating shortages as tech firms bought large quantities of memory chips to power the datacentres relied on by AI. Kirkby said: “It’s common knowl...
BT has said the cost of smartphones could rise as technology companies buy up semiconductor chips because of the boom in artificial intelligence, putting pressure on supply chains. The telecoms company’s chief executive, Allison Kirkby, said she was anticipating shortages as tech firms bought large quantities of memory chips to power the datacentres relied on by AI. Kirkby said: “It’s common knowledge that the chip market is under demand by the rise in AI. We are working very proactively with our suppliers.” Price increases would mainly hit smartphone handsets, she said, but could also affect the cost of routers. Memory chips are essential for almost every modern item of electronics and are also used in other important components such as graphics cards. Kirkby added: “I’m sure the industry with its partners will do the best it can to minimise the impact on pricing in the marketplace. But with chip shortages everywhere, that will put pressure on pricing in certain parts of the market, not just in our sector, going forward.” She said she had not yet seen price increases from premium handset manufacturers, but expected companies such as Apple to pass higher costs on to customers. “I’m sure Apple will do the best to minimise any supply chain weaknesses,” Kirkby added. The latest model of Apple’s smartphone, the iPhone 17, costs from £799, or £1,099 for the 17 Pro model, while Google’s Pixel 10 pro retails for about £1,199. The largest manufacturers of laptops and phones, including Microsoft, Samsung and Dell, have already begun to put up prices in response to the chip shortages and have pulled cheaper models from the market. Sony has also hiked the price of its PlayStation 5 consoles, including a $100 (£75) increase in the US, while Nintendo has confirmed a price rise for its Switch 2. Updated US prices, which came into effect on 2 April, put the standard PS5 at $649.99, up from $549.99. The price of Nintendo’s Switch 2 will rise in September from $449.99 to $499.99 in ...
Rocket Lab (NASDAQ: RKLB) is gaining attention for more than launches. Its Haste platform, defense contracts, and expanding backlog could reshape the company's long-term growth story. But after a massive rally and a premium valuation, investors face a tougher question: is Rocket Lab still an opportunity, or has the market already priced in too much? *Stock prices used were the market prices of May...
Rocket Lab (NASDAQ: RKLB) is gaining attention for more than launches. Its Haste platform, defense contracts, and expanding backlog could reshape the company's long-term growth story. But after a massive rally and a premium valuation, investors face a tougher question: is Rocket Lab still an opportunity, or has the market already priced in too much? *Stock prices used were the market prices of May 14, 2026. The video was published on May 20, 2026. 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 » Should you buy stock in Rocket Lab right now? Before you buy stock in Rocket Lab, 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 Rocket Lab 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 invested $1,000 at the time of our recommendation, you’d have $475,063!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,369,991!* Now, it’s worth noting Stock Advisor’s total average return is 996% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 21, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Rocket Lab. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their ch...
格隆汇5月21日｜较高的燃料价格正给沃尔玛带来巨额成本，该公司的首席财务官表示，如果这些成本居高不下，今年剩余时间的零售价格涨幅可能会上升。John David Rainey说：“这些对我们和我们供应商的销货成本产生了实质性影响。”在第一财季，由于燃料成本高于预期，该公司吸收了1.75亿美元的成本，约占营业利润增长的250个基点。Rainey表示，通胀可能会对食品类别产生特别大的影响，这些类别严重...
格隆汇5月21日｜较高的燃料价格正给沃尔玛带来巨额成本，该公司的首席财务官表示，如果这些成本居高不下，今年剩余时间的零售价格涨幅可能会上升。John David Rainey说：“这些对我们和我们供应商的销货成本产生了实质性影响。”在第一财季，由于燃料成本高于预期，该公司吸收了1.75亿美元的成本，约占营业利润增长的250个基点。Rainey表示，通胀可能会对食品类别产生特别大的影响，这些类别严重依赖化肥供应，而化肥供应正受到霍尔木兹海峡关闭的打击。
TLDR Microsoft stock rose ~2% after reports that Anthropic is in talks to rent servers powered by Microsoft’s custom Maia AI chips. The talks are early-stage and may not result in a deal, per sources cited by The Information. A deal would be a win for Microsoft’s in-house chip push, which faced delays last year. Anthropic already uses custom chips from Amazon and Google, and is looking for more co...
TLDR Microsoft stock rose ~2% after reports that Anthropic is in talks to rent servers powered by Microsoft’s custom Maia AI chips. The talks are early-stage and may not result in a deal, per sources cited by The Information. A deal would be a win for Microsoft’s in-house chip push, which faced delays last year. Anthropic already uses custom chips from Amazon and Google, and is looking for more compute capacity. Microsoft’s Maia 200 chip runs existing AI models faster than Nvidia hardware but is not designed for training new models. Microsoft (MSFT) stock climbed around 2% Thursday morning after The Information reported that Anthropic is in early talks to rent servers running Microsoft’s homegrown Maia AI chips. Microsoft Corporation, MSFT The report, citing two people familiar with the discussions, said Anthropic wants extra computing power to support growing demand for its Claude models. Microsoft and Anthropic both declined to comment. MSFT had been down roughly 10% on the year before the news hit. The stock pared some gains through the session but remained in positive territory. The talks are described as early-stage. There is no guarantee they lead to a formal agreement. For Microsoft, landing Anthropic as a chip customer would be a meaningful step. Its in-house chip program ran into delays last year, and it has been playing catch-up to Google and Amazon, both of which now rent out their own custom AI processors to external clients. Anthropic is already a customer for those rivals. It has struck chip deals with both Amazon and Google, making it a sought-after name in the custom silicon market. What Maia 200 Actually Does Microsoft unveiled the second generation of its Maia chip in January — the Maia 200. It’s built by TSMC on 3-nanometer technology and uses high-bandwidth memory, though an older generation than what Nvidia is putting into its upcoming Vera Rubin chips. The Maia 200 is loaded with SRAM, a fast type of memory that helps AI systems respond quickly...
Corn price action is down 1 to 1 1/2 cents so far on Thursday. Futures posted a slight bounce back on Wednesday, with contracts fractionally to 2 ½ cents in the green at the close. Preliminary open interest showed a rotation of ownership, down just 390 contracts on the midweek session. The CmdtyView national average Cash Corn price was up 2 1/2 cents at $3.74 3/4. Late on Wednesday, President Trum...
Corn price action is down 1 to 1 1/2 cents so far on Thursday. Futures posted a slight bounce back on Wednesday, with contracts fractionally to 2 ½ cents in the green at the close. Preliminary open interest showed a rotation of ownership, down just 390 contracts on the midweek session. The CmdtyView national average Cash Corn price was up 2 1/2 cents at $3.74 3/4. Late on Wednesday, President Trump announced a trade deal with South Korea, setting the US tariff on South Korean goods at 15%. Don’t Miss a Day: Weekly ethanol production was tallied at 1.096 million barrels per day during the week of July 25, up 18,000 bpd from the week prior. Stocks were up 272,000 barrels to 24.716 million. Ethanol exports rose to a 6-week high at 154,000 bpd, with refiner inputs of ethanol up 3,000 to 920,000 bpd. Traders expected the Thursday morning Export Sales report to show 200,000 to 800,000 MT of 2024/25 corn sold in the week ending on July 24. New crop is expected to be between 0.6 and 1.6 MMT in bookings. Brazil’s corn crop for 2025/26 is estimated at 140.9 MMT according to Datagro. Sep 25 Corn closed at $3.91 3/4, up 2 1/2 cents, currently down 1 cent Nearby Cash was at $3.74 3/4, up 2 1/2 cents, Dec 25 Corn closed at $4.12 1/4, up 1 1/4 cents, currently down 1 1/4 cents Mar 26 Corn closed at $4.29 1/2, up 3/4 cent, currently down 1 1/2 cents New Crop Cash was at $3.79 1/2, up 1 1/4 cents, On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
imaginima West Pharmaceutical Services ( WST ) has fully restored its business operations across its manufacturing, supply chain, and commercial sites globally following a cyberattack earlier this month. The Pennsylvania-based life sciences company traded lower early last week after disclosing that its global business functions had been disrupted by a recent cybersecurity incident initiated by an ...
imaginima West Pharmaceutical Services ( WST ) has fully restored its business operations across its manufacturing, supply chain, and commercial sites globally following a cyberattack earlier this month. The Pennsylvania-based life sciences company traded lower early last week after disclosing that its global business functions had been disrupted by a recent cybersecurity incident initiated by an unauthorized party. “Remediation efforts have since progressed, with core enterprise systems restored in addition to critical processes for manufacturing, receiving, and shipping restarted at all sites,” West Pharma ( WST ) said in a regulatory filing on Wednesday. Based on findings from an ongoing investigation and the latest information, the company noted that it doesn’t expect the incident to cause a material impact on its Q2 2026 and full-year financial outlook. More on West Pharmaceutical West Pharmaceutical Services, Inc. (WST) Presents at Bank of America Global Healthcare Conference 2026 Transcript West Pharmaceutical: Multiple Growth Drivers Are A Tailwind West Pharmaceutical Services, Inc. 2026 Q1 - Results - Earnings Call Presentation West Pharma drops after cyber attack West Pharmaceutical signals 2026 revenue of $3.295B-$3.35B and adjusted EPS of $8.40-$8.75 driven by HVP components momentum