If next week's jobs report shows a still resilient labor market, that could relieve investors wary of a weakening economic outlook. The U.S. economy is expected to have added just 50,000 jobs in April, far below the prior blowout reading of 178,000, according to FactSet consensus estimates. The unemployment rate is expected to have held steady at 4.3%. A "goldilocks" report could alleviate fears o...
If next week's jobs report shows a still resilient labor market, that could relieve investors wary of a weakening economic outlook. The U.S. economy is expected to have added just 50,000 jobs in April, far below the prior blowout reading of 178,000, according to FactSet consensus estimates. The unemployment rate is expected to have held steady at 4.3%. A "goldilocks" report could alleviate fears of a weakening U.S. economy, as some recent signals have suggested. On Thursday, the Commerce Department reported that gross domestic product grew at a 2% seasonally adjusted annualized pace in the first quarter, higher than 0.5% in the fourth quarter of 2025, but below the 2.2% estimate. Bob Lang, founder and chief options analyst at Explosive Options, expects a strong jobs number could be welcome news for the stock market, though he also doesn't expect it will do much to the interest rate outlook. That's because the latest Federal Reserve meeting suggested a reduction isn't in the cards anytime soon, after three dissents on the policy statement showed a lack of support for an "easing bias" in the current moment. Markets have adjusted their expectations as well. After coming into the year pricing in two rate cuts, the recent fed funds futures pricing shows little likelihood of a reduction coming until well through next year. Sell in May There are other reasons to be wary. Investors are coming up on what's seasonally the worst six months for the stock market, a historical pattern referred to in the stock market maxim: "Sell in May and go away." A number of voices in various parts of Wall Street have suggested though that this time could be different. JPMorgan's trading desk found that the S & P 500 has averaged a return of 1.5% in May , with a 1.9% pop in June over the last 10 years. In July, the broader index has averaged 3.4% advance. That has been especially true during the Trump presidency. Jeff Hirsch, editor of the Stock Trader's Almanac, said in an email earlier this ...
Michael Vi Palantir ( PLTR ) is set to post quarterly results on Monday, and investors will keep an eye on the company’s AI-related developments as well as its guidance amid a sharp rise in defence spending and surge in government contracts. Wall Street expects the Denver-based company to post EPS of $0.28 on revenue of $1.54B, implying a rise of 74.2% during the quarter. Palantir, which is a majo...
Michael Vi Palantir ( PLTR ) is set to post quarterly results on Monday, and investors will keep an eye on the company’s AI-related developments as well as its guidance amid a sharp rise in defence spending and surge in government contracts. Wall Street expects the Denver-based company to post EPS of $0.28 on revenue of $1.54B, implying a rise of 74.2% during the quarter. Palantir, which is a major software provider for the U.S. Department of Defense and its allies, has emerged as a major beneficiary of surging defense spending. The data analytics firm, in February, posted a massive jump in its commercial and U.S. government revenue, with its strong fourth quarter results drawing positive attention from Wall Street analysts. Earlier this month, Palantir said it has signed a $300M blanket purchase agreement with the U.S. Department of Agriculture to support farm program operations and modernize digital services for farmers. The company is reportedly also helping the Internal Revenue Service analyze dozens of data sets on American citizens to investigate a vast range of financial crimes. Over the last two years, Palantir has beaten both revenue and EPS estimates 100% of the time. Morgan Stanley said Palantir heads into the first quarter with an attractive setup. "Fundamentals remain exceptionally strong, with accelerating U.S.-led growth, expanding large-customer adoption, and best-in-class margins, making the path to $10B in revenue increasingly credible," said Morgan Stanley analyst Sanjit Singh. Seeking Alpha analysts and Wall Street are bullish and rated it a Buy. However, Seeking Alpha’s Quant rating gave it a cautious Hold, mainly due to its valuation concern. “We expect to see another robust quarter driven by the expanding use-cases for the company’s AIP as demand accelerates across both government and commercial for its offerings with PLTR being at the forefront of the AI Revolution,” stated Wedbush analyst Dan Ives. Meanwhile, Citi believes that the company r...
July NY world sugar #11 (SBN26 ) on Friday closed up +0.34 (+2.33%), and Aug London ICE white sugar #5 (SWQ26 ) closed up +7.60 (+1.73%). Sugar prices rallied sharply on Friday, with NY sugar posting a 3.5-week high. Concerns that higher gasoline prices will prompt the world's sugar mills...
July NY world sugar #11 (SBN26 ) on Friday closed up +0.34 (+2.33%), and Aug London ICE white sugar #5 (SWQ26 ) closed up +7.60 (+1.73%). Sugar prices rallied sharply on Friday, with NY sugar posting a 3.5-week high. Concerns that higher gasoline prices will prompt the world's sugar mills...
July ICE NY cocoa (CCN26 ) on Friday closed up +27 (+0.76%), and July ICE London cocoa #7 (CAN26 ) closed up +20 (+0.75%). Cocoa prices settled higher on Friday, with London cocoa posting a 2.5-month high on carryover support from Thursday amid signs that consumer demand for chocolate is...
July ICE NY cocoa (CCN26 ) on Friday closed up +27 (+0.76%), and July ICE London cocoa #7 (CAN26 ) closed up +20 (+0.75%). Cocoa prices settled higher on Friday, with London cocoa posting a 2.5-month high on carryover support from Thursday amid signs that consumer demand for chocolate is...
In trading on Friday, shares of Boston Beer Co Inc (Symbol: SAM) crossed below their 200 day moving average of $218.40, changing hands as low as $207.85 per share. Boston Beer Co Inc shares are currently trading down about 8.5% on the day. The chart below shows the one year pe
In trading on Friday, shares of Boston Beer Co Inc (Symbol: SAM) crossed below their 200 day moving average of $218.40, changing hands as low as $207.85 per share. Boston Beer Co Inc shares are currently trading down about 8.5% on the day. The chart below shows the one year pe
In trading on Friday, shares of Morgan Stanley Emerging Markets Debt Fund Inc CO (Symbol: MSD) crossed above their 200 day moving average of $7.46, changing hands as high as $7.52 per share. Morgan Stanley Emerging Markets Debt Fund Inc CO shares are currently trading up about
In trading on Friday, shares of Morgan Stanley Emerging Markets Debt Fund Inc CO (Symbol: MSD) crossed above their 200 day moving average of $7.46, changing hands as high as $7.52 per share. Morgan Stanley Emerging Markets Debt Fund Inc CO shares are currently trading up about
In trading on Friday, shares of Greif Inc (Symbol: GEF) crossed above their 200 day moving average of $66.01, changing hands as high as $67.08 per share. Greif Inc shares are currently trading up about 2.5% on the day. The chart below shows the one year performance of GEF shar
In trading on Friday, shares of Greif Inc (Symbol: GEF) crossed above their 200 day moving average of $66.01, changing hands as high as $67.08 per share. Greif Inc shares are currently trading up about 2.5% on the day. The chart below shows the one year performance of GEF shar
Earnings Call Insights: Civeo Corporation (CVEO) Q1 2026 Management view Bradley Dodson said the quarter “delivered a strong start to 2026, outperforming our expectations,” citing “consolidated revenue was up 20% and adjusted EBITDA was up 78%,” driven by “improved occupancy across the Canadian assets,” “continued growth in our Australian Integrated Services business,” acquired villages, higher mo...
Earnings Call Insights: Civeo Corporation (CVEO) Q1 2026 Management view Bradley Dodson said the quarter “delivered a strong start to 2026, outperforming our expectations,” citing “consolidated revenue was up 20% and adjusted EBITDA was up 78%,” driven by “improved occupancy across the Canadian assets,” “continued growth in our Australian Integrated Services business,” acquired villages, higher mobile-camp utilization, and foreign exchange benefits. Dodson highlighted capital returns and financing actions, stating, “we repurchased approximately 500,000 shares,” and “in April, we amended and extended our credit agreement, increasing the company's total revolving capacity and extending the maturity of our bank agreement to April 2030.” Dodson emphasized late-2026/2027 opportunity set but tied it to customer decisions: “As of today, we are actively bidding on projects with total contract values in excess of $1.5 billion,” while noting “much of this growth is dependent on customer reaching final investment decisions.” Dodson flagged margin pressure risk tied to geopolitics and fuel: “The cost impacts of the ongoing conflict in Iran and associated dislocations of the global energy and raw materials trade will likely have an impact on our margins.” E. Gerry said, “Today, we reported total revenues in the first quarter of $172.7 million,” and “net loss for the quarter was $3.8 million or $0.34 per diluted share,” while “adjusted EBITDA” was “$22.5 million.” Outlook Dodson raised 2026 revenue guidance, saying, “we are raising the low end of our revenue guidance to $675 million to $700 million from our prior range of $650 million to $700 million,” attributing it to “continued momentum in our Australian integrated services platform and continued recovery in our Canadian business.” Dodson kept profitability guidance unchanged: “we are maintaining our adjusted EBITDA guidance of $85 million to $90 million for 2026,” and linked the decision to “higher input costs, particularly d...