May NY world sugar #11 (SBK26) is down -0.21 (-1.44%), and May London ICE white sugar #5 (SWK26) is down -2.40 (-0.57%). Sugar prices are trading lower due to today's -11% plunge in crude oil prices. The sell-off in crude oil prices undercuts ethanol prices, encouraging the world's sugar mills to divert cane crushing away from ethanol production and towards sugar, thereby boosting sugar supplies. ...
May NY world sugar #11 (SBK26) is down -0.21 (-1.44%), and May London ICE white sugar #5 (SWK26) is down -2.40 (-0.57%). Sugar prices are trading lower due to today's -11% plunge in crude oil prices. The sell-off in crude oil prices undercuts ethanol prices, encouraging the world's sugar mills to divert cane crushing away from ethanol production and towards sugar, thereby boosting sugar supplies. Don’t Miss a Day: Crude oil prices plunged today, reversing part of the upward spike over the past 1-½ weeks sparked by the Iran war. Oil prices fell today after President Trump said the war will be over "very soon" and as G-7 countries are planning the coordinated release of oil stockpiles if needed. 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. The International Sugar Organization (ISO) on February 27 forecasted a +1.22 MMT (million metric ton) sugar surplus in 2025-26, following 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 rose +0.9% y/y to 40.24 MMT. The Indian Sugar and Bio-energy Manufacturers Association (ISMA)...
Arrow Electronics ARW shares have surged 30.1% in a year, underperforming the Zacks Computer and Technology sector’s appreciation of 36.1%. The company’s expanding portfolio is expected to boost prospects. On March 4, 2026, Arrow Electronics and Infineon Technologies introduced a new 240W USB-C power reference design, called REF_ARIF240GaN, for battery-powered motor control applications that requi...
Arrow Electronics ARW shares have surged 30.1% in a year, underperforming the Zacks Computer and Technology sector’s appreciation of 36.1%. The company’s expanding portfolio is expected to boost prospects. On March 4, 2026, Arrow Electronics and Infineon Technologies introduced a new 240W USB-C power reference design, called REF_ARIF240GaN, for battery-powered motor control applications that require high performance and energy efficiency in a compact size. The design supports USB Power Delivery (PD) 3.2 and works with Infineon’s new EZ-PD PMGI-B2 USB controller, which can deliver up to 240W of power. It includes built-in buck-boost functionality, assisting developers in adding high-power USB-C charging to their products. The system supports fast charging for lithium-ion battery packs with two to 12 cells. It simplifies product design and reduces the number of required components. For motor control, the design uses Infineon’s PSOC C3 microcontroller and 100V CoolGaN G5 transistors, enabling efficient motor performance in compact battery-powered devices. The above introduction by Arrow Electronics and Infineon Technologies could positively could potentially benefit Arrow Electronics by driving component sales and engineering services revenues. Although the company did not announce an acquisition in the fourth quarter of 2025, management stated that acquisitions remain a key growth strategy. The company formed a notable partnership with Microsoft, where ARW was recognized as MSFT’s 2025 Distributor Partner of the Year. This recognition relates specifically to ARW’s ArrowSphere AI offerings, which include the ArrowSphere AI platform and the ArrowSphere Assistant. Arrow Electronics, Inc. Price and Consensus Arrow Electronics, Inc. price-consensus-chart | Arrow Electronics, Inc. Quote Arrow Electronics highlighted its role as a technology ecosystem partner that connects technology vendors, software providers, channel partners and enterprise customers. The company helps pa...
This article first appeared on GuruFocus. A new artificial intelligence startup launched by former Meta (NASDAQ:META) Chief AI Scientist Yann LeCun is already drawing serious investor attention. Advanced Machine Intelligence, or AMI, said it has raised $1.03 billion in seed funding, just months after the company was formed. The funding values the startup at about $3.5 billion before the new capita...
This article first appeared on GuruFocus. A new artificial intelligence startup launched by former Meta (NASDAQ:META) Chief AI Scientist Yann LeCun is already drawing serious investor attention. Advanced Machine Intelligence, or AMI, said it has raised $1.03 billion in seed funding, just months after the company was formed. The funding values the startup at about $3.5 billion before the new capital, according to Reuters. AMI says its goal is to build a new generation of AI systems that can better understand the world, retain long term memory, and reason and plan more effectively while remaining controllable and safe. The round was co led by venture firms Cathay Innovation, Greycroft, Hiro Capital, and HV Capital. The company also attracted strategic backing from major technology players including Nvidia (NASDAQ:NVDA), Toyota Ventures, and Samsung (SSNLF), highlighting the growing interest from industry leaders in next wave AI platforms.
"Bloomberg Crypto" covers the people, transactions, and technology shaping the world of decentralized finance. Today's guests: CBOE Global Markets CEO Craig Donohue, CFTC Chairman Michael Selig, DTCC Digital Assets Global Head Nadine Chakar, Intercontinental Exchange CEO Jeff Sprecher, Kalshi CEO Tarek Mansour and Kraken’s Co-CEO Arjun Sethi. (Source: Bloomberg)
"Bloomberg Crypto" covers the people, transactions, and technology shaping the world of decentralized finance. Today's guests: CBOE Global Markets CEO Craig Donohue, CFTC Chairman Michael Selig, DTCC Digital Assets Global Head Nadine Chakar, Intercontinental Exchange CEO Jeff Sprecher, Kalshi CEO Tarek Mansour and Kraken’s Co-CEO Arjun Sethi. (Source: Bloomberg)
Kevin Warsh, former governor of the US Federal Reserve, speaks with CNBC on July 17, 2025. CNBC Kevin Warsh could face a buzzsaw when he takes over as Federal Reserve chair — a Hobson's choice between fighting inflation and protecting the labor market. The Fed is duty bound to support both sides of its sometimes conflicting dual mandate: stable prices and full employment. There essentially are thr...
Kevin Warsh, former governor of the US Federal Reserve, speaks with CNBC on July 17, 2025. CNBC Kevin Warsh could face a buzzsaw when he takes over as Federal Reserve chair — a Hobson's choice between fighting inflation and protecting the labor market. The Fed is duty bound to support both sides of its sometimes conflicting dual mandate: stable prices and full employment. There essentially are three ways to do that: raise interest rates to fight inflation by dampening demand, lower rates to support economic growth and hiring, or — most preferably — keep rates where they are to maintain a balance between the two. Brewing economic conditions suggest, however, that when Warsh takes office, presumably in May, central bank policymakers could be facing both a wobbly jobs picture and sticky inflation made worse by spiraling energy prices. "He's got a perfect storm awaiting him here," said Troy Ludtka, senior U.S. economist at SMBC Nikko Securities. "We've got some significant stagflationary pressures, particularly from the manufacturing and goods sectors of the economy. This is coming at a time when it seems like we're really beginning to see the consumer — I don't want to say break — but maybe begin to break." Stagflation, or high inflation and low growth , is a Fed official's worst nightmare. It can mean having to prioritize one side of the mandate over the other, and in turn risk losing both. In the current environment, the Iran war has pushed up energy prices sharply, with U.S. crude oil briefly soaring over $100 a barrel on Monday before slipping backward after President Donald Trump provided assurance that the conflict will be over soon. For Warsh, though, the stakes are particularly high. Tough choices Trump has made no secret that he expects Warsh to push for substantially lower interest rates. The president and other administration officials have been contending — at least before the war began — that inflation is no longer a significant threat to the economy and t...
Suphanat Khumsap/iStock via Getty Images Intro When I wrote the article back in January, titled Oil: The Supply Risks If Iran Escalates , I wrapped up with the final remarks: In a scenario where the Strait of Hormuz is shut down, it would be an unprecedented and highly disruptive event...Still, the chances of that happening are considered pretty low; otherwise, we’d probably already be seeing trip...
Suphanat Khumsap/iStock via Getty Images Intro When I wrote the article back in January, titled Oil: The Supply Risks If Iran Escalates , I wrapped up with the final remarks: In a scenario where the Strait of Hormuz is shut down, it would be an unprecedented and highly disruptive event...Still, the chances of that happening are considered pretty low; otherwise, we’d probably already be seeing triple-digit oil prices. Today, it is clear that risks considered "pretty low" just a month ago have now materialized. While oil prices have pulled back after yesterday’s comments by President Trump, triple‑digit prices have already become a reality. Even a small indication that the conflict will not ease in the coming days or weeks could potentially trigger another spike. And the Strait of Hormuz remains effectively closed at the time of writing. Strait Of Hormuz Real-Time Traffic (Hormuzstraitmonitor) What Happens If The Current Standoff Stays? This is an unprecedented situation with unpredictable consequences. As reported by CNBC: “There is no precedent for this. The sky is the limit,” Neil Atkinson, former head of oil at the International Energy Agency, told CNBC on Monday. The Strait of Hormuz is the world’s second‑most important chokepoint, surpassed only by the Strait of Malacca. In normal times, about 21 million barrels of oil pass through the strait each day—roughly 21% of global crude trade. Map Of Global Oil Transit Routes (EIA) Many Close Calls, Yet The Strait Has Never Been Closed Several times throughout history , the Strait of Hormuz has come close to being shut down. Threatening to close it has long been one of Iran’s strongest strategic levers when regional tensions reach a critical level. Yet even during the Iran–Iraq War, the strait ultimately remained open. The latest escalation began in July 2018 , when Iran threatened to close the strait in response to looming U.S. sanctions after the Trump administration withdrew from the nuclear deal. Another major flare...
SpaceX ’s Starship lunar lander for NASA still faces numerous technical challenges and likely more delays ahead of a planned 2028 moon landing, according to a new government audit released Tuesday. Elon Musk ’s company would have missed a June 2027 moon landing deadline, a target that NASA recently moved to 2028, and its ability to meet the new target is not yet clear, NASA’s Office of Inspector G...
SpaceX ’s Starship lunar lander for NASA still faces numerous technical challenges and likely more delays ahead of a planned 2028 moon landing, according to a new government audit released Tuesday. Elon Musk ’s company would have missed a June 2027 moon landing deadline, a target that NASA recently moved to 2028, and its ability to meet the new target is not yet clear, NASA’s Office of Inspector General said in a report. SpaceX and rival space company Blue Origin hold contracts worth billions of dollars to build spacecraft that can carry astronauts to and from the surface of the moon for the agency’s Artemis program. However, the OIG’s report found that SpaceX and NASA have postponed until August a major review of Starship’s design to determine if the company can move forward with building the vehicle that will carry astronauts to the moon, leaving little room to meet the current schedule. “Should SpaceX experience any technical issues commonly encountered during development and testing of new technologies or any additional flight test mishaps, the resulting schedule delays could impact” the moon landing date, the report said. The OIG also raised concern over missed opportunities for ways to reduce overall risk with the landers, noting that if something goes wrong with either vehicle, NASA’s options are limited. “While NASA is taking steps to prevent catastrophic events from occurring, ultimately, should the astronauts encounter a life-threatening emergency in space or on the lunar surface, NASA does not have the capability to rescue the stranded crew,” the report said. The biggest challenge facing Starship’s development, the OIG said, is demonstrating the vehicle’s ability to be refueled in orbit, a critical step that SpaceX must do repeatedly in order to reach the moon. SpaceX intends to refuel Starship in space for the first time this year, an operation that is “one of the most significant technical challenges” the company faces, OIG reported, since the technolog...
Key Points Mika Yamamoto sold 32,577 shares on March 4, 2026, for a transaction value of ~$275,000 (at around $8.45 per share). This represents 2.81% of Mika Yamamoto’s direct holdings, reducing direct ownership to 1,127,723 shares post-transaction. No indirect or derivative involvement; all shares sold were direct, with no family trust or entity attribution. Yamamoto retains Class A Common Stock ...
Key Points Mika Yamamoto sold 32,577 shares on March 4, 2026, for a transaction value of ~$275,000 (at around $8.45 per share). This represents 2.81% of Mika Yamamoto’s direct holdings, reducing direct ownership to 1,127,723 shares post-transaction. No indirect or derivative involvement; all shares sold were direct, with no family trust or entity attribution. Yamamoto retains Class A Common Stock holdings (1,127,723 shares), and this transaction is consistent with historical trading cadence and available capacity. 10 stocks we like better than Freshworks › Freshworks (NASDAQ:FRSH), a global SaaS provider, reported a sale by its Chief Integrated Customer Growth Officer, Mika Yamamoto, amid ongoing expansion in customer engagement and IT service management. Mika Yamamoto disclosed the direct sale of 32,577 shares of Common Stock for a transaction value of approximately $275,000, as reported in a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 32,577 Transaction value ~$275,000 Post-transaction shares (direct) 1,127,723 Post-transaction value (direct ownership) ~$9.55 million Transaction value based on SEC Form 4 weighted average purchase price ($8.45). Key questions How does this sale compare to Mika Yamamoto’s historical trading activity? This transaction is the largest single direct sale by shares in the analyzed history, exceeding the median sell-only trade size of 3,574 shares across 11 prior sell events from November 2023 to March 2026. This transaction is the largest single direct sale by shares in the analyzed history, exceeding the median sell-only trade size of 3,574 shares across 11 prior sell events from November 2023 to March 2026. What proportion of direct holdings was sold, and how does that relate to historical patterns? The sale comprised 2.81% of direct holdings at the time, a higher proportion than the historical median of 0.30% per transaction, reflecting both increased trade size and available share capacity. The sale compr...
The Metropolitan police has been accused of insulting black people and mocking the pain it has caused them after revealing it wants to absorb its anti-racism strategy into a broader anti-discrimination scheme. The Met said the scheme, also including gender and sexual orientation, will increase its chance of success in better serving groups it has failed in the past. But Dr Shereen Daniels, the aca...
The Metropolitan police has been accused of insulting black people and mocking the pain it has caused them after revealing it wants to absorb its anti-racism strategy into a broader anti-discrimination scheme. The Met said the scheme, also including gender and sexual orientation, will increase its chance of success in better serving groups it has failed in the past. But Dr Shereen Daniels, the academic whose report last year on race for the Met found it caused harm to black people, said the organisation lacked the will to stamp out prejudice and warned it was going backwards. Daniels and others said the new plan risked diluting the force’s commitment to anti-racism which was already under fire for being too little and too late. Speaking at the London policing board, the Met commissioner, Sir Mark Rowley, denied the new plan was about moving away from a focus on race, which has been a decades-long problem for the Met: “One of those key areas for action will be in relation to black communities. “Another will definitely be in respect of LGBT communities, another in respect of gender. “So I think all of those issues are important but doing it systemically, recognising intersectionality and the complexity … of the area of work is going to be critical. “But it is not about becoming nonspecific and nontargeted, quite the opposite. It’s about being really deliberate. Where do we do cross-cutting action and where do we do specific actions?” Rowley also said DEI, that is diversity, equality and inclusion policies, “were increasingly challenged nationally and internationally” and subject to “volatile and polarised public debate”. In the US President Trump has attacked them and in the UK the Reform party has also. The commissioner added: “You can’t do policing by consent if you’re not an inclusive organisation, particularly in a city with the complexity and global connectivity of London.” Daniels said: “Dropping race for inclusion is embarrassing and insulting for those who hav...
The US corporate investment-grade bond market posted its largest day on record as companies including Amazon.com Inc. launched nearly $66 billion of new debt. The record comes despite uncertainty over the widening Middle East conflict and its potential impact on the US economy, which has at times halted new issuance since last week and compressed deal activity into brief windows of stability. Driv...
The US corporate investment-grade bond market posted its largest day on record as companies including Amazon.com Inc. launched nearly $66 billion of new debt. The record comes despite uncertainty over the widening Middle East conflict and its potential impact on the US economy, which has at times halted new issuance since last week and compressed deal activity into brief windows of stability. Driving the surge, Amazon is selling $37 billion of US bonds as part of its push to expand artificial intelligence infrastructure. Honeywell Aerospace Inc. launched a $16 billion inaugural offering to help fund its spinoff. Other transactions include a $4 billion bond sale tied to the Air Lease Corp. takeover . Companies moved to take advantage of improved risk appetite Tuesday, with stocks whipsawing and energy prices falling after global leaders took steps to ease concerns about oil supply disruptions linked to the Middle East conflict. The previous daily record for US high-grade issuance was set in 2013, when Verizon Communications Inc. raised $49 billion in what remains the largest bond deal on record.
MF3d Rio Tinto ( RIO ) said Tuesday it secured a $1.175B financing package from four international lenders to support development of the Rincon lithium project in Argentina. The proceeds will be used to support development of the $2.5B Rincon project, which is targeting ~60K metric tons/year of battery grade lithium carbonate capacity. The Rincon project is a large-scale, low-cost lithium brine op...
MF3d Rio Tinto ( RIO ) said Tuesday it secured a $1.175B financing package from four international lenders to support development of the Rincon lithium project in Argentina. The proceeds will be used to support development of the $2.5B Rincon project, which is targeting ~60K metric tons/year of battery grade lithium carbonate capacity. The Rincon project is a large-scale, low-cost lithium brine operation with an expected 40-year mine life that is anticipated to begin commercial production in 2028, with an initial capacity of 3K metric tons and plans for 53K tons of annual battery-grade lithium carbonate. Construction of the plant began last year, including development of site infrastructure and camp expansion works. " This financing package broadens our funding sources for the Rincon project and supports the continued execution of our lithium growth pipeline, which is underpinned by the attractive long-term outlook driven by the energy transition," Rio Tinto's ( RIO ) head of aluminum and lithium Jerome Pecresse said. More on Rio Tinto BHP Group Is A Better Fit For All-Weather Portfolios Than Rio Tinto Rio Tinto's Mongolian Friction Threatens Long-Term ROI Rio Tinto: Up A Lot, Still A Good Outlook
Earnings Call Insights: United Natural Foods, Inc. (UNFI) (UNFI) Q2 2026 Management View CEO James Alexander Douglas reported that UNFI “continued to advance our value creation strategy, focused on achieving shared profitable growth with our customers and suppliers,” and highlighted that profitability and free cash flow are “growing ahead of our expectations, enabling us to further strengthen our ...
Earnings Call Insights: United Natural Foods, Inc. (UNFI) (UNFI) Q2 2026 Management View CEO James Alexander Douglas reported that UNFI “continued to advance our value creation strategy, focused on achieving shared profitable growth with our customers and suppliers,” and highlighted that profitability and free cash flow are “growing ahead of our expectations, enabling us to further strengthen our balance sheet and increase our financial flexibility.” The CEO emphasized enhancements in customer stewardship, merchandising, private brands, technology, supply chain, and productivity, with operational rigor and lean mindset as foundational elements. Douglas noted, “we’re continuing to expand RELEX, an AI-powered supply chain planning platform across our entire network. Roughly another dozen distribution centers are expected to go live next week, and we expect we will complete our implementation by fiscal year-end.” The CEO also stated, “Adjusted EBITDA and free cash flow grew 23% and 26%, respectively. This enabled us to continue deleveraging with net leverage down 1 turn from the prior year quarter to 2.7 turns.” Strategic network optimization initiatives were completed, resulting in a temporary sales growth impact of nearly 500 basis points, but benefiting profitability and free cash flow. Douglas expressed confidence that after cycling optimization actions in Q1 2027, “our business to return to growth in fiscal 2027,” reaffirming a long-term expectation for “low single-digit average sales growth for fiscal 2026 through fiscal 2028.” President & CFO Giorgio Tarditi stated, “Our second quarter results reflect our focus on building capabilities to create more value for our customers and suppliers while continuing to improve profitability and free cash flow and further reduce leverage.” Tarditi reported that “quarterly free cash flow” increased by $50 million to $243 million, and net leverage fell to 2.7x, “a half turn sequential improvement compared to Q1 and a full turn...
The Relative Strength (RS) Rating for Broadcom stock entered a new percentile Tuesday, with a rise from 79 to 83. Risk Management In The Stock Market: How Much Money To Invest Now IBD's proprietary rating measures share price movement with a 1 (worst) to 99 (best) score.
The Relative Strength (RS) Rating for Broadcom stock entered a new percentile Tuesday, with a rise from 79 to 83. Risk Management In The Stock Market: How Much Money To Invest Now IBD's proprietary rating measures share price movement with a 1 (worst) to 99 (best) score.