As US President Donald Trump travels to Beijing for a summit this week with his Chinese counterpart Xi Jinping , American soybean farmers are in a now-familiar spot: Fields are getting planted when demand from their biggest customer is uncertain. China met an initial pledge from late last year to buy 12 million metric tons of soy, part of a trade truce between the nations that revived flows stalle...
As US President Donald Trump travels to Beijing for a summit this week with his Chinese counterpart Xi Jinping , American soybean farmers are in a now-familiar spot: Fields are getting planted when demand from their biggest customer is uncertain. China met an initial pledge from late last year to buy 12 million metric tons of soy, part of a trade truce between the nations that revived flows stalled for months. Fresh purchases have since gone quiet, just as the war in Iran sends fertilizer prices surging, adding to the strain on growers’ margins. Soybeans will be vying for attention with other crops for buying commitments during the summit. Chinese officials are in discussions with US counterparts to buy American crops including corn, according to traders briefed on the matter. Read More: China, US Discuss Corn Purchases Ahead of Trump-Xi Summit While farmers broadly expect an agriculture deal to be made at the summit, enthusiasm is waning that it will be large enough to transform tough economic conditions. They’re also more resigned to US crops becoming a chip in trade negotiations rather than part of an open market. “I’m a little apprehensive as to what will come out of it,” said Scott Metzger , an Ohio grower and president of the American Soybean Association. “We want to make sure that there is actually something signed and documented instead of just word of mouth.” Growers such as Metzger are set to increase US soybean production by about 4% this season, according to a Bloomberg survey of analysts ahead of a US Department of Agriculture outlook Tuesday. That’s as many farmers move more heavily into the crop than a year ago, when China largely shunned American agricultural purchases as Washington and Beijing ratcheted tariffs on each other’s goods higher. A meeting between Trump and Xi in late 2025 helped thaw the rift, lifting soybean prices from their lows. But Chicago futures remain below the five-year average , just as the fertilizer crunch makes it more expen...
Driven by global appetite for artificial intelligence, China’s computing hardware exports have emerged as a pivotal new engine for growth, providing Beijing with strategic leverage as US tech titans accompany President Donald Trump on a high-stakes visit to the Chinese capital this week, according to analysts. Chinese trade received another significant boost from the technology sector in April, as...
Driven by global appetite for artificial intelligence, China’s computing hardware exports have emerged as a pivotal new engine for growth, providing Beijing with strategic leverage as US tech titans accompany President Donald Trump on a high-stakes visit to the Chinese capital this week, according to analysts. Chinese trade received another significant boost from the technology sector in April, as integrated circuit (IC) export value doubled year on year to US$31.09 billion, according to data...
Dutch Bros (NYSE: BROS) is slowly becoming one of the most important restaurant chains in the U.S. The company, which calls itself a coffee shop but tends more toward customized energy drinks, is growing rapidly and expanding across the country. Is it the best restaurant stock to buy today? Dutch Bros has become more than a humble coffee seller. It's upped the coffee game for every competing chain...
Dutch Bros (NYSE: BROS) is slowly becoming one of the most important restaurant chains in the U.S. The company, which calls itself a coffee shop but tends more toward customized energy drinks, is growing rapidly and expanding across the country. Is it the best restaurant stock to buy today? Dutch Bros has become more than a humble coffee seller. It's upped the coffee game for every competing chain by innovating with beverages and developing exclusive and decidedly non-coffee creations, like its Rebel Energy Series, protein coffee shakes, and recent Myst refresher drinks. Image source: Dutch Bros. Continue reading
Atlassian (NASDAQ:TEAM) co-founder and CEO Mike Cannon-Brookes offered one of the most candid views yet on enterprise AI adoption in a recent appearance on The AI Daily Brief podcast. He shared that before Atlassian acquired Dia, the AI-powered web browser built by The Browser Company of New York, “4 people at Atlassian were allowed to ... Atlassian CEO: Only 4 of 13,000 Employees Could Use Our AI...
Atlassian (NASDAQ:TEAM) co-founder and CEO Mike Cannon-Brookes offered one of the most candid views yet on enterprise AI adoption in a recent appearance on The AI Daily Brief podcast. He shared that before Atlassian acquired Dia, the AI-powered web browser built by The Browser Company of New York, “4 people at Atlassian were allowed to ... Atlassian CEO: Only 4 of 13,000 Employees Could Use Our AI Tool When We First Bought It
Barclays just turned more constructive on the AI data center power story. Analyst Christine Cho raised her price target on Bloom Energy (NYSE:BE) to $254 from $177, while maintaining an Equal Weight rating. The price target raise reflects a firm that clearly believes the fundamentals have stepped up, even if valuation keeps it from a ... Barclays Just Hiked Bloom Energy Price Target to $254: AI Da...
Barclays just turned more constructive on the AI data center power story. Analyst Christine Cho raised her price target on Bloom Energy (NYSE:BE) to $254 from $177, while maintaining an Equal Weight rating. The price target raise reflects a firm that clearly believes the fundamentals have stepped up, even if valuation keeps it from a ... Barclays Just Hiked Bloom Energy Price Target to $254: AI Data Center Power Story Just Got Bigger
Thomas Faust , who engineered the sale of Eaton Vance to Morgan Stanley , is beginning his next act: helping out mutual fund managers who are facing redemption requests. Faust, 67, took the majority stake in ReFlow Services , which manages a private fund that buys shares of mutual funds seeking to offset outflows. The terms of the transaction, announced Tuesday, weren’t disclosed. He is buying out...
Thomas Faust , who engineered the sale of Eaton Vance to Morgan Stanley , is beginning his next act: helping out mutual fund managers who are facing redemption requests. Faust, 67, took the majority stake in ReFlow Services , which manages a private fund that buys shares of mutual funds seeking to offset outflows. The terms of the transaction, announced Tuesday, weren’t disclosed. He is buying out several investors, including ReFlow’s founder and some former executives as well as Figure Asset Management, a unit of blockchain firm Figure Technology Solutions. Faust was chairman of Morgan Stanley Investment Management from 2021 until he retired in 2023 and remained in an advisory role until last year. At the end of his tenure at Eaton Vance, he oversaw its $7 billion sale to Morgan Stanley. At the time, he was the investment firm’s largest individual shareholder with a stake of about 3% plus stock options, whose combined value soared to more than $250 million after the deal was announced. ReFlow Services manages and advises the $417 million ReFlow Fund, which buys shares of mutual funds to help them offset client outflows and minimize the tax effects of forced selling. In more than two decades, the ReFlow Fund has provided more than $80 billion of liquidity to participating funds, according to the company. Faust will become ReFlow’s chairman. ReFlow Services is also backed by the State of Wisconsin Investment Board , which is retaining a minority equity interest, as is the company’s Chief Financial Officer Evan Smith, who is being promoted to president.
canart7/iStock Unreleased via Getty Images It's been ten months since my very first analysis on Heineken N.V. ( HEINY ). Despite my buy rating, the stock has remained cautious, which I understand due to various factors. Yet, its resilient business operations and demand allows it to navigate a challenging market environment. Valuation remains quite low, so it reflects upside potential. Technicals a...
canart7/iStock Unreleased via Getty Images It's been ten months since my very first analysis on Heineken N.V. ( HEINY ). Despite my buy rating, the stock has remained cautious, which I understand due to various factors. Yet, its resilient business operations and demand allows it to navigate a challenging market environment. Valuation remains quite low, so it reflects upside potential. Technicals are still weak after the recent correction but show new buying opportunities. HEINY Q1 2026: Recovery Amid The Headwinds The alcoholic beverage industry has faced a lot of challenges in recent years. From stubborn inflation and changing drinking behavior, these unfavorable scenarios have dented the growth in many players ever since the pandemic. Even a popular beer brand like Heineken N.V. is no exception. But recently, we have seen its recovery, which showed the resilience of its brand and beer demand as a whole. We have seen in its most recent report. In Q1 2026, its revenue amounted to €7.89B , up by 1.4% YoY from €7.78B. This showed its recovery for the first time after its YoY revenue drop since the second half of 2024 . Improved in most regions primarily drove its slight recovery. Revenues (HEINY Q1 ) Geographical Diversification (HEINY Q1 ) As you can see, its volume rose to 66.4M hectoliters by 1.2% YoY. This was most evident in Asia Pacific as HEINY continued to increase its market penetration in the region. If you look at its brand, the actual Heineken Brand had a total volume increase of 6.9%, which was mainly driven by Asia Pacific and Europe to offset the slight weakness in the Americas. Meanwhile, its global brand volumes rose by 5.7% YoY. In most brands, HEINY capitalized on its expansion APAC, especially Vietnam and Myanmar. Volume (HEINY Q1 ) As I look into its performance more carefully, I think this was its strategy to penetrate younger markets like Southeast Asian countries more than mature markets where competition and saturation is high like in the US a...
On May 12, 2026, Serenity Capital Management disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 383,611 shares of Mattel (NASDAQ:MAT) during the first quarter, an estimated $6.99 million transaction based on quarterly average pricing. According to a SEC filing dated May 12, 2026, Serenity Capital Management reduced its position in Mattel (NASDAQ:MAT) by 383,611 shares...
On May 12, 2026, Serenity Capital Management disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 383,611 shares of Mattel (NASDAQ:MAT) during the first quarter, an estimated $6.99 million transaction based on quarterly average pricing. According to a SEC filing dated May 12, 2026, Serenity Capital Management reduced its position in Mattel (NASDAQ:MAT) by 383,611 shares during the first quarter. The estimated transaction value was $6.99 million, calculated using the mean unadjusted closing price for the quarter. At quarter end, the fund reported holding 2,002,032 shares, valued at $29.09 million. Mattel is a global leader in the toy and family entertainment industry, leveraging a diverse brand portfolio and international distribution network. The company’s strategy centers on brand innovation, licensing partnerships, and expanding digital engagement to capture evolving consumer preferences. Scale, brand recognition, and a broad product mix provide Mattel with a competitive advantage in the consumer cyclical sector. Continue reading
Swedish buyout firm EQT AB is tapping funding from the Qatari sovereign fund as it prepares to make a binding bid for Volkswagen AG ’s large marine engine unit by a deadline next month, people with knowledge of the matter said. VW has asked suitors to submit the next round of offers for Everllence in early June, according to the people, who asked not to be identified because the information is pri...
Swedish buyout firm EQT AB is tapping funding from the Qatari sovereign fund as it prepares to make a binding bid for Volkswagen AG ’s large marine engine unit by a deadline next month, people with knowledge of the matter said. VW has asked suitors to submit the next round of offers for Everllence in early June, according to the people, who asked not to be identified because the information is private. EQT is bidding in a consortium with the Qatar Investment Authority and Porsche Automobil Holding SE , which are both major VW shareholders, the people said. They’re competing against rival private equity bidders Bain Capital and CVC Capital Partners Plc for Everllence, which could be valued at €8 billion ($9.4 billion) or more in a deal, Bloomberg News has reported . The involvement of top VW shareholders in EQT’s consortium gives it further firepower as well as investors with deep familiarity with the business, the people said. The role of QIA hasn’t been previously reported. Porsche Automobil, the listed holding company of the billionaire Porsche-Piëch family, and QIA together control about 70% of VW’s voting rights. Members of the wealthy clan have three seats on VW’s supervisory board while QIA has two directors. All five are expected to recuse themselves from any decision regarding the preferred bidder. Representatives for EQT, QIA, Porsche Automobil and VW declined to comment. QIA’s involvement shows how deep-pocketed wealth funds are continuing to pursue deals globally even after the start of the Iran conflict that’s roiled Middle Eastern financial centers. On Monday, QIA said it is committing $500 million to General Atlantic’s growth equity strategies. In recent months, it has also joined the latest funding round for fitness tracker startup Whoop Inc. and participated in a $10.7 billion deal to acquire US utility AES Corp. Everllence is one of the world’s leading makers of two-stroke marine engines used in vessels responsible for roughly 90% of global trade. T...
Aliaksandr Litviniuk/iStock Editorial via Getty Images Eni ( E ) has asked Morgan Stanley to help it to raise funds from investment firms such as Apollo Global Management ( APO ), KKR ( KKR ), and Stonepeak in a possible deal backed by its floating liquefied natural gas assets, Reuters reported Tuesday, adding that any potential transaction likely would generate at least €1B for the Italian oil...
Aliaksandr Litviniuk/iStock Editorial via Getty Images Eni ( E ) has asked Morgan Stanley to help it to raise funds from investment firms such as Apollo Global Management ( APO ), KKR ( KKR ), and Stonepeak in a possible deal backed by its floating liquefied natural gas assets, Reuters reported Tuesday, adding that any potential transaction likely would generate at least €1B for the Italian oil and gas company. Under one proposal being discussed, the infrastructure fund would make an initial cash injection into a special purpose vehicle, which would be entitled to receive payments coming from the FLNG assets, according to the report . The assets involved in the potential transaction would give investors exposure to Africa and other geographies outside the Middle East, offering diversification away from an area still embroiled in the Iran war, the report also said. Eni ( E ) has gained extensive expertise in setting up and operating floating liquefied natural gas units, including three FLNGs that process and liquefy gas from offshore fields in Mozambique and Congo to export it to foreign markets. The company also plans to deploy another floating LNG platform in Mozambique and two in Argentina by 2030. More on Eni Eni Q1 2026 Earnings Call Presentation Eni Returned Over 100% Since My Buy Call: Here Is How Much Upside Is Left Eni: Significant Strategic Progress In 2025