StoneCo ( STNE ) was trading lower as Goldman Sachs cut its recommendation on the stock ahead of the first-quarter earnings release. The Brazilian payment technology company is set to release its Q1 2026 financial results on Thursday, May 14, after the market closes. Shares were 4.63% lower at $11.12 during morning trading on Wednesday. "We downgrade shares of Stone to Neutral from Buy as we expec...
StoneCo ( STNE ) was trading lower as Goldman Sachs cut its recommendation on the stock ahead of the first-quarter earnings release. The Brazilian payment technology company is set to release its Q1 2026 financial results on Thursday, May 14, after the market closes. Shares were 4.63% lower at $11.12 during morning trading on Wednesday. "We downgrade shares of Stone to Neutral from Buy as we expect weaker earnings momentum (-1% yoy in 2026), given TPV (Total Payment Volume) underperformance relative to the industry and to main peer PAGS (PagSeguro Digital), leading to market share losses," said Goldman Sachs analysts. "We note that PAGS screens more favorably during 2026 due to an easier comp base as it recovers from weak trends in 2025," added the research note. "Moreover, while we acknowledge that STNE has de-rated this year (12-month fwd P/E falling 7% YTD), we see limited room for multiple expansion, given the deceleration in results (we see 6% downside to Visible Alpha Consensus 2026E net income)," said the research note. "Furthermore, we note that STNE is now trading without one of its main catalysts: the R$3bn excess cash from the Linx divestiture (closed in February 2026), which will be distributed as extraordinary dividends on May 4th," said the research note. Goldman Sachs' rating aligns with Seeking Alpha's Quant Rating of Hold. The sell-side analysts as well as SA authors grade STNE as Buy. More on StoneCo StoneCo: The Bull Case Just Got Less Predictable (Rating Downgrade) StoneCo: The Recent Drop Is A Golden Buying Opportunity (Rating Upgrade) StoneCo Q4 Earnings: The Problem That No One Saw In The Company's Results (Rating Downgrade) StoneCo declares $2.53 extraordinary cash dividend StoneCo stock dips on 2025 adjusted gross profit falling below expectations, Q4 Linx impairment
Three defendants deny plotting arson attack on two homes and a car connected to prime minister in London last year A series of arson attacks on property linked to Keir Starmer was masterminded by a Russian-speaking contact using the pseudonym “El Money”, a court has heard. Roman Lavrynovych, 22, and Petro Pochynok, 35, both from Ukraine, and Stanislav Carpiuc, 27, a Romanian national, sat with the...
Three defendants deny plotting arson attack on two homes and a car connected to prime minister in London last year A series of arson attacks on property linked to Keir Starmer was masterminded by a Russian-speaking contact using the pseudonym “El Money”, a court has heard. Roman Lavrynovych, 22, and Petro Pochynok, 35, both from Ukraine, and Stanislav Carpiuc, 27, a Romanian national, sat with their heads bent towards interpreters as Duncan Atkinson KC, prosecuting, opened the trial over the arson attacks in May last year. Continue reading...
Workers hoist steel pipes at a terminal of Lianyungang Port's Dongfang branch in Jiangsu province on March 27, 2026. Photo: VCG Profits at China’s major steel mills fell in the first quarter as the industry grappled with persistently high raw material costs, sluggish domestic demand, and the financial toll of the European Union’s newly implemented carbon border tax. First-quarter combined profits ...
Workers hoist steel pipes at a terminal of Lianyungang Port's Dongfang branch in Jiangsu province on March 27, 2026. Photo: VCG Profits at China’s major steel mills fell in the first quarter as the industry grappled with persistently high raw material costs, sluggish domestic demand, and the financial toll of the European Union’s newly implemented carbon border tax. First-quarter combined profits for major Chinese steelmakers dropped 5.1% year-on-year to 21.7 billion yuan ($3.2 billion), squeezing their profit margin to a razor-thin 1.46%, the China Iron and Steel Association reported Wednesday. First-quarter revenue for major steelmakers rose 1.2% year-on-year to 1.49 trillion yuan.
Seagate Technology (NASDAQ:STX) has received Wall Street’s boldest hard disk drive (HDD) call of 2026. Rosenblatt raised its price target on Seagate stock to $1,000 from $500 while keeping a Buy rating, towering over every competing target on the Street. The upgrade arrives alongside fresh target hikes from BofA, Citi, Goldman Sachs, and Barclays after ... Rosenblatt Sets a $1,000 Seagate Price Ta...
Seagate Technology (NASDAQ:STX) has received Wall Street’s boldest hard disk drive (HDD) call of 2026. Rosenblatt raised its price target on Seagate stock to $1,000 from $500 while keeping a Buy rating, towering over every competing target on the Street. The upgrade arrives alongside fresh target hikes from BofA, Citi, Goldman Sachs, and Barclays after ... Rosenblatt Sets a $1,000 Seagate Price Target: Is This the Most Bullish HDD Call of 2026?
halbergman/iStock via Getty Images The Adams Natural Resources Fund, Inc. ( PEO ) is a closed-end fund that investors can use as a way to receive a very high yield from their assets while having exposure to energy and materials stocks. The past month or so has shown the importance of having some exposure to energy companies, as many companies in this sector have performed incredibly well since the...
halbergman/iStock via Getty Images The Adams Natural Resources Fund, Inc. ( PEO ) is a closed-end fund that investors can use as a way to receive a very high yield from their assets while having exposure to energy and materials stocks. The past month or so has shown the importance of having some exposure to energy companies, as many companies in this sector have performed incredibly well since the outbreak of the Iran War. Furthermore, we have seen a pattern over the past month in which the broad-market indices decline on any day that crude oil prices rise. Generally speaking, energy stocks rise whenever crude oil rises. In other words, recently, energy stocks have exhibited an inverse correlation to the broad-market indices. Thus, it may make sense for an investor to increase their exposure to energy as a way of reducing the overall volatility of their portfolios. The Adams Natural Resources Fund could be a way to obtain this exposure and earn a 7.91% yield in the process. About The Adams Natural Resources Fund The website for the Adams Natural Resources Fund offers the following description of the fund and its strategy: Adams Natural Resources Fund seeks to deliver superior returns over time by capitalizing on the long-term demand for energy and materials. The Fund invests in energy and natural resources stocks and seeks to generate returns that exceed its benchmark as well as consistently distribute dividend income and capital gains to shareholders. Adams Funds is one of the oldest fund managers in the industry today, and this particular fund has a very long history as a result. The Adams Natural Resources Fund began operation back in 1929, which gives it a long track record that we can look at to evaluate the fund’s historical performance. Adams recently claimed on its website that both of the closed-end funds that this company manages—the Adams Diversified Equity Fund, Inc. ( ADX ) and the Adams Natural Resources Fund—have outperformed for the past ten years: A...
Edgar Joel Ipanaque Maza/iStock via Getty Images Welcome to the April edition of the graphite miners news. The past month saw China battery related flake graphite spot prices flat. Prices remain very low. We did see some very good progress from several graphite junior miners. Graphite price news During the past 30 days, the China graphite flake-194 EXW spot price was flat . The China graphite flak...
Edgar Joel Ipanaque Maza/iStock via Getty Images Welcome to the April edition of the graphite miners news. The past month saw China battery related flake graphite spot prices flat. Prices remain very low. We did see some very good progress from several graphite junior miners. Graphite price news During the past 30 days, the China graphite flake-194 EXW spot price was flat . The China graphite flake +195 EXW spot price was flat . Note that 94-97% is considered best suited for use in batteries; it is then upgraded to 99.9% purity to make “spherical” graphite used in Li-ion batteries. The spherical graphite 99.95% min EXW China price was up 1.59% the past 30 days. Note: Graphite electrode prices were up 0.45% . Note: SMM lists the current China flake-194 graphite spot price at US$350/t. Graphite demand and supply forecast charts The IEA Global critical Minerals Outlook 2024 report forecasts graphite demand and supply pipeline to 2040 ( source ) IEA Trend Investing v IEA demand forecast for EV metals (Trend Investing) ( IEA ) Trend Investing & the IEA 2021 IEA forecast growth in demand for selected minerals from clean energy technologies by scenario, 2040 relative to 2020 - Increases Of Lithium 13x to 42x, Graphite 8x to 25x, Cobalt 6x to 21x, Nickel 7x to 19x, Manganese 3x to 8x, Rare Earths 3x to 7x, And Copper 2x to 3x IEA Graphite market news On April 17 Graphinex announced : Our Townsville Battery Anode Facility is in full swing, producing high energy battery anode for product qualification with OEMs, battery cell manufacturers and the defence industry! Note: You can also read " Australia’s first facility to turn raw graphite into battery-ready material is now operational in Townsville. " On April 26 Marketlancers posted on LinkedIn : Artificial graphite market growth outlook from 2026 to 2033...The Artificial Graphite market is projected to expand at a CAGR of 12.4% during the forecast period (2026 - 2033). Graphite miners news Flake Graphite producers We have not...
Corn price action is up 1 to 2 ½ cents in the front months early on Wednesday. Futures closed the Tuesday session with contracts 3 ¼ to 6 ½ cents higher, as spillover support from the wheat market is supportive. Open interest was up 6,779 contracts on Tuesday, suggesting net...
Corn price action is up 1 to 2 ½ cents in the front months early on Wednesday. Futures closed the Tuesday session with contracts 3 ¼ to 6 ½ cents higher, as spillover support from the wheat market is supportive. Open interest was up 6,779 contracts on Tuesday, suggesting net...
Justices rule in landmark 6-3 decision that Louisiana will have to redraw its congressional map Sign up for the Breaking News US email to get newsletter alerts in your inbox The US supreme court has ruled that Louisiana will have to redraw its congressional map, in a landmark decision that effectively guts a major section of the Voting Rights Act. In a 6-3 decision along partisan lines, the court ...
Justices rule in landmark 6-3 decision that Louisiana will have to redraw its congressional map Sign up for the Breaking News US email to get newsletter alerts in your inbox The US supreme court has ruled that Louisiana will have to redraw its congressional map, in a landmark decision that effectively guts a major section of the Voting Rights Act. In a 6-3 decision along partisan lines, the court rendered ineffective section 2 of the Voting Rights Act, the last remaining powerful provision of the 1965 civil rights law that prevents racial discrimination in voting. Section 2 specifically has long been used to ensure minority voters are treated fairly in redistricting Continue reading...
Getty Images In the months that followed my previous coverage , Starbucks Corporation ( SBUX ) has weakened, which revealed its sensitivity to recent macroeconomic changes. Even so, its robust fundamentals are evident and justify my positive view of this stock. Its still unmatched global market penetration and competitiveness continue to drive its growth and expansion. Its valuation is also still ...
Getty Images In the months that followed my previous coverage , Starbucks Corporation ( SBUX ) has weakened, which revealed its sensitivity to recent macroeconomic changes. Even so, its robust fundamentals are evident and justify my positive view of this stock. Its still unmatched global market penetration and competitiveness continue to drive its growth and expansion. Its valuation is also still reasonable at this level and suggests some upside potential. The only problem now is that technicals signal bearish tendencies, although buying opportunities may emerge again after the potential dip. SBUX Q2 2026: Unshaken Resilience Amid Market Challenges Many restaurant businesses are facing the various challenges posed by the continued increase in prices, fueled by tariff wars and recent geopolitical tensions. Their vulnerability to market volatility may be high considering softer consumer spending and purchasing power. But amid all this, Starbucks Corporation remains well-grounded and strong. Its solid market positioning and prudent store management are also evident. These things have been reflected in its most recent performance. In Q2 2026, SBUX sustained its strong start of FY 2026. Its operating revenue amounted to $9.53B , up by 8.8% YoY from $8.76B. This YoY increase was also much stronger than in my previous coverage at 5.5%. In fact, this was the strongest performance in eight quarters , or since Q3 2024. This shows its continued recovery and growth despite the impact of inflationary headwinds, labor disputes , and even boycotts . One aspect to consider is unparalleled and unmatched brand recognition and customer loyalty. Although competition among restaurants and coffee shops remains stiff, it still appears that SBUX emerged victorious if you look at its robust revenue growth. Even its actual net fees from licensed stores also increased, which suggests that their sales also rose. Its continued expansion also drove this growth because more stores meant more sale...
The oil shock and elevated inflation are top worries for investors in the bond market as Federal Reserve Chair Jerome Powell prepares to deliver the final press conference of his career at the central bank’s helm.
The oil shock and elevated inflation are top worries for investors in the bond market as Federal Reserve Chair Jerome Powell prepares to deliver the final press conference of his career at the central bank’s helm.