(RTTNews) - The Hain Celestial Group, Inc. (HAIN), a packaged food company, Monday reported lower loss for the third quarter compared to the same period last year. However, revenue declined.
(RTTNews) - The Hain Celestial Group, Inc. (HAIN), a packaged food company, Monday reported lower loss for the third quarter compared to the same period last year. However, revenue declined.
U.S. futures are under pressure as investors monitor U.S.-Iran negotiations. It comes after the S & P 500 hit a record high in Friday trade, posting its sixth positive week in a row for the first time since October 2024. European equities are struggling to find direction, with oil and gas stocks outperforming as crude prices remain elevated amid the uncertainty in the Middle East. In Asia, South K...
U.S. futures are under pressure as investors monitor U.S.-Iran negotiations. It comes after the S & P 500 hit a record high in Friday trade, posting its sixth positive week in a row for the first time since October 2024. European equities are struggling to find direction, with oil and gas stocks outperforming as crude prices remain elevated amid the uncertainty in the Middle East. In Asia, South Korea's Kospi continued its recent rally, hitting another record high driven by chipmakers Samsung Electronics and SK Hynix. Here are three investment strategies we heard in CNBC's Singapore and London studios on Monday to help navigate the noise. Weaker U.S. dollar opens door to emerging markets Colin Purdie, global chief investment officer at Manulife Investment Management, said his group is taking active bets across their portfolio and is "very positive" across Asia. Purdie said his longer-term view on the dollar "tends to be relatively bearish", adding the dollar would become "weaker over the next few years," presenting opportunities in emerging markets. "When you look at the emerging market space, be it in fixed income or equity, certainly not everything is born equal. There's different trends and different impacts that are going through each of these markets right now. So it's about picking your spots carefully", he added. South Korea's Kospi has 'much farther to go' Timothy Moe, Goldman Sachs' chief APAC equity strategist, said the firm's Kospi's target upgrade to 9,000 is conservative, telling CNBC that strategically, "there still is much farther to go." While acknowledging the Kospi's run-up in recent months, Moe said there was a "perfect positive storm" for South Korean companies. He cited strong earnings growth and "exceedingly powerful earnings dynamics," adding that companies in the memory sector were seeing demand "rapidly" accelerate, giving them strong pricing power. "The key debate in the market is how long the current super-normal profit cycle for the semic...
utah778/iStock via Getty Images The following segment was excerpted from Alger SICAV - Alger Dynamic Opportunities Fund Q1 2026 Commentary. Details For the quarter, the portfolio's average long exposure was 78.38% and the average short exposure was -30.91%. The portfolio's average cash exposure was 52.53%. Among long positions, the Information Technology and Health Care sectors were the largest ab...
utah778/iStock via Getty Images The following segment was excerpted from Alger SICAV - Alger Dynamic Opportunities Fund Q1 2026 Commentary. Details For the quarter, the portfolio's average long exposure was 78.38% and the average short exposure was -30.91%. The portfolio's average cash exposure was 52.53%. Among long positions, the Information Technology and Health Care sectors were the largest absolute sector weightings, while the Health Care and Industrials sectors were the largest relative sector weightings. During the quarter, long positions, in aggregate, detracted from both absolute and relative performance. Short positions, in aggregate, contributed to both absolute and relative performance. Long positions Nebius Group N.V. ( NBIS ), Western Digital Corporation ( WDC ) and GE Vernova Inc. ( GEV ) were among the top contributors to performance. Nebius Group is a specialized AI infrastructure company that provides a full-stack platform, including GPU-accelerated cloud computing, to help enterprises build, train, and deploy large-scale artificial intelligence models. The company has positioned itself as a leading next-generation cloud provider purpose-built for machine learning and high-performance computing workloads. We believe the company is anchored by its vertically integrated approach, which combines proprietary data center design with in-house software to deliver superior performance and lower operating costs compared to traditional GPU cloud providers. During the quarter, shares contributed positively to performance driven by several reinforcing catalysts. The company announced a landmark multi-year infrastructure agreement with a major AI hyperscaler, significantly expanding its contracted backlog and validating its platform at scale. Additionally, fiscal fourth-quarter results were exceptionally strong, with revenue increasing dramatically year over year as demand for dedicated AI compute capacity accelerated. Profitability also reached a meaningful mi...
Walter Cicchetti/iStock Editorial via Getty Images Goodyear Tire & Rubber Company ( GT ) traded lower in early action on Monday after Deutsche Bank downgraded the tire stock to a Hold rating after having it set at Buy. The firm warned that raw material pricing headwinds weigh on the company's outlook. Analyst Edison Yu noted that Goodyear's post-earnings decline reflects significant raw material h...
Walter Cicchetti/iStock Editorial via Getty Images Goodyear Tire & Rubber Company ( GT ) traded lower in early action on Monday after Deutsche Bank downgraded the tire stock to a Hold rating after having it set at Buy. The firm warned that raw material pricing headwinds weigh on the company's outlook. Analyst Edison Yu noted that Goodyear's post-earnings decline reflects significant raw material headwinds in the second half, which confirms its high sensitivity to the Middle East conflict. "The company lacks short-term mechanisms to pass on these costs like other suppliers in our coverage beyond replacement-tire price increases and indexed agreements with OEMs," noted Yu, He noted that while oil prices have recently fallen, offering potential upside to guidance, persistent geopolitical issues (tariffs, inflation, low-cost imports, and conflict-driven raw materials) continue to challenge Goodyear ( GT ) despite what Deutsche Bank sees as strong internal execution recently. "Although additional cost savings and price/mix benefits are anticipated, a re-rating is unlikely until the Middle East conflict subsides and raw material prices normalize," warned Yu. Deutsche Bank cut its price target on Goodyear ( GT ) to $7 from $9, based on a 5.25X multiple to the 2026 EBITDA estimate. Shares of Goodyear Tire & Rubber Company ( GT ) were down 0.4% in premarket trading after shedding more than 8% last week. Short interest on GT stands at 9.9% of the total float. More on Goodyear Tire & Rubber The Goodyear Tire & Rubber Company (GT) Q1 2026 Earnings Call Transcript The Goodyear Tire & Rubber Company 2026 Q1 - Results - Earnings Call Presentation Goodyear: The Turnaround Tire Spins In The Wrong Direction Goodyear anticipates $200m 2H raw materials headwind and cuts 2026 capex to $725m amid Middle East conflict uncertainty Goodyear Tire & Rubber Q1 2026 Earnings Preview
jittawit.21 Erasca ( ERAS ) on Monday announced a clinical trial collaboration and supply agreement (CTCSA) with Merck ( MRK ), known as MSD outside the United States and Canada, sending shares up ~8% in early trading. This agreement supports a clinical proof-of-concept study, AURORAS-1, evaluating the pan-RAS molecular glue ERAS-0015 in combination with Keytruda (pembrolizumab), Merck’s anti-PD-1...
jittawit.21 Erasca ( ERAS ) on Monday announced a clinical trial collaboration and supply agreement (CTCSA) with Merck ( MRK ), known as MSD outside the United States and Canada, sending shares up ~8% in early trading. This agreement supports a clinical proof-of-concept study, AURORAS-1, evaluating the pan-RAS molecular glue ERAS-0015 in combination with Keytruda (pembrolizumab), Merck’s anti-PD-1 therapy, for the treatment of patients with RAS-mutant (RASm) solid tumors. Erasca is sponsoring the study, and Merck ( MRK ) is supplying pembrolizumab at no cost, the companies said. “We are excited to work with Merck to advance this promising investigational combination in RAS-driven cancers,” said Jonathan E. Lim, Erasca’s chairman, CEO, and co-founder. “RAS mutations activate the RAS/MAPK pathway and promote an immunosuppressive environment. Non-clinical data suggest that targeting the pathway with ERAS-0015 may complement PD-1 blockade by reducing immunosuppression and driving more robust and durable tumor responses.” Erasca ( ERAS ) said it was exploring whether pan-RAS inhibition with ERAS-0015 in combination with pembrolizumab can further improve therapeutic benefits and limit the development of treatment resistance. More on Merck, Erasca Merck: 'Strong Buy' - Terns Acquisition And Ability To Counter Keytruda Patent Loss Merck: All The Focus On The Pipeline Merck's LOE Risks Mitigated - R&D And M&As Are Paying Off Trump says unaware of a plan to fire FDA commissioner FDA food head eyed as acting commissioner - report
Prime Minister Keir Starmer will make a speech to try to save his premiership and hold back calls for a change in leadership. The US and Iran remain far apart on a framework to end their war and reopen the Strait of Hormuz, with President Donald Trump calling the Islamic Republic’s reply to his proposed peace plan unworkable. The Opening Trade has everything you need to know as markets open across...
Prime Minister Keir Starmer will make a speech to try to save his premiership and hold back calls for a change in leadership. The US and Iran remain far apart on a framework to end their war and reopen the Strait of Hormuz, with President Donald Trump calling the Islamic Republic’s reply to his proposed peace plan unworkable. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)
Eoneren/E+ via Getty Images Investment Thesis Global X Hydrogen ETF ( HYDR ) warrants a hold for investors willing to endure volatility while the hydrogen energy industry matures and reaches profitability. Multiple catalysts are possible, including increasing hydrogen demand, supply capacity to meet this demand, and key partnerships between HYDR's top holdings and industries that benefit from hydr...
Eoneren/E+ via Getty Images Investment Thesis Global X Hydrogen ETF ( HYDR ) warrants a hold for investors willing to endure volatility while the hydrogen energy industry matures and reaches profitability. Multiple catalysts are possible, including increasing hydrogen demand, supply capacity to meet this demand, and key partnerships between HYDR's top holdings and industries that benefit from hydrogen energy. If these conditions occur, HYDR is a pure hydrogen play with continued upside. Global X Hydrogen ETF: Overview and Compared ETFs HYDR is a passive ETF that tracks an index that provides investors with exposure to companies that benefit from hydrogen energy, including energy systems, fuel cells, and other related technology. With its inception in 2021, the fund has 25 holdings and $133M in AUM. By sector, the fund is heaviest on industrials at 81.5% weight, followed by information technology (7.8% weight) and consumer discretionary (3.9% weight). For comparison purposes, other funds examined are the First Trust NASDAQ Clean Edge Green Energy Index Fund ( QCLN ) and iShares Global Clean Energy ETF ( ICLN ). QCLN broadly captures green energy, including companies that provide advanced materials, energy intelligence, renewable fuels, and energy storage. ICLN captures clean energy companies around the world that provide exposure to solar, wind, and other renewable energy sources. HYDR: Performance, Expense Ratio, and Dividend Yield All funds have had rocky track records as the hydrogen power industry has experienced significant volatility since 2021. HYDR and QCLN have both seen positive 3-year CAGRs of 7.70% and 9.89%, respectively. ICLN saw the worst average 3-year return of -1.17% driven by a decline of roughly 25% in 2023. However, as I will cover later, I believe the industry has rebounded from this decline with more potential upside ahead. 3-Year Total Return: HYDR and Peer Clean Energy Funds (Seeking Alpha) All funds compared have relatively high fees. HYDR h...
San Siro emptied early after supporters once again sang the former director’s name as club faces lack of Champions League football … again There were more than seven minutes left to play, plus injury time, in a crucial end-of-season game, yet San Siro was already half empty. Milan’s Ultras had deserted the Curva Sud to prepare a post-game protest, but even the less organised, more forgiving parts ...
San Siro emptied early after supporters once again sang the former director’s name as club faces lack of Champions League football … again There were more than seven minutes left to play, plus injury time, in a crucial end-of-season game, yet San Siro was already half empty. Milan’s Ultras had deserted the Curva Sud to prepare a post-game protest, but even the less organised, more forgiving parts of the club’s fanbase could not be bothered to stay until the end of another humiliating defeat. Their team was losing 3-0, at home, to Atalanta, and it hardly even felt a surprise. With this loss, inevitable as it now appeared, the Rossoneri had collected just seven points from their last eight games. Only three teams in Serie A had done worse over the same stretch. Two of those – Verona, and Pisa – have been relegated. The third, Lecce, are perilously close to joining them. Continue reading...
OpenAI ( OPENAI ) is in discussions with the EU over access to its new cyber model, but Anthropic ( ANTHRO ) is still holding out on releasing Mythos to the bloc, CNBC reported, citing the European Commission. Microsoft ( MSFT )-backed OpenAI announced last week that GPT-5.5-Cyber, a variation of its latest AI model, was rolling out in limited preview capacity to vetted cybersecurity teams. It cam...
OpenAI ( OPENAI ) is in discussions with the EU over access to its new cyber model, but Anthropic ( ANTHRO ) is still holding out on releasing Mythos to the bloc, CNBC reported, citing the European Commission. Microsoft ( MSFT )-backed OpenAI announced last week that GPT-5.5-Cyber, a variation of its latest AI model, was rolling out in limited preview capacity to vetted cybersecurity teams. It came a month after Anthropic unveiled Mythos, which prompted concerns around cyberattacks on critical software, the report added. “We welcome OpenAI’s transparency and intent to give Commission access to new model,” said Commission Spokesperson Thomas Regnier said at a press briefing on Monday, according to the report . Regnier confirmed an exchange had occurred between OpenAI and the EU and that there were further discussions planned this week around access to the model. "This will allow us to follow deployment of the model very closely, and address security concerns," Regnier added. Regnier noted that the EU is discussing access with Anthropic but added that the discussions are at a “different stage” than they were with OpenAI. The European Commission, Anthropic, and OpenAI did not immediately respond to Seeking Alpha's request for comment. Last month it was reported that Anthropic was in discussion with the European Commission for its different models, including its cybersecurity ones, which are not yet available in the EU. A Commission spokesperson at the time confirmed to Seeking Alpha in an email that the regulator was in contact with Anthropic but did not disclose further details on the discussions. Last month, Anthropic unveiled its most powerful model Claude Mythos Preview, a general-purpose frontier model, which the company called its "most capable yet for coding and agentic tasks." The company is discussing Mythos with the Trump administration despite a legal tussle between the two after a blacklisting. The White House, reportedly, has objected to the company's...
Over the last 7 days, the United States market has risen by 2.2% and is up 31% over the past year, with earnings anticipated to grow by 17% annually in the coming years. In this favorable environment, identifying high growth tech stocks involves looking for companies that demonstrate strong innovation and potential for substantial revenue expansion.
Over the last 7 days, the United States market has risen by 2.2% and is up 31% over the past year, with earnings anticipated to grow by 17% annually in the coming years. In this favorable environment, identifying high growth tech stocks involves looking for companies that demonstrate strong innovation and potential for substantial revenue expansion.