peterschreiber.media/iStock via Getty Images The S&P 500 Consumer Staples sector dropped about 8% through March as the market remained volatile amid economic and geopolitical concerns. Below is a list of the top 10 consumer staples stocks based on their March performance. The list includes companies from various industries within the consumer staples sector, such as food distributors, packaged foo...
peterschreiber.media/iStock via Getty Images The S&P 500 Consumer Staples sector dropped about 8% through March as the market remained volatile amid economic and geopolitical concerns. Below is a list of the top 10 consumer staples stocks based on their March performance. The list includes companies from various industries within the consumer staples sector, such as food distributors, packaged foods and meats, agricultural products and services, and food retail. The list is topped by United Natural Foods, Inc. ( UNFI ), with an impressive one-month performance of 20.20% and a Strong Buy Quant Rating of 4.97. The Andersons, Inc. ( ANDE ) and Darling Ingredients Inc. ( DAR ) follow closely behind, both also carrying Strong Buy ratings of 4.63 and 4.75 respectively. Other notable performers rounding out the top ten include Seaboard Corporation ( SEB ), The Kroger Co. ( KR ), and Smithfield Foods, Inc. ( SFD ). The list features a range of Quant Ratings, from the Strong Buy rating of Smithfield Foods, Inc. ( SFD ) at 4.78 to the Sell rating of Sprouts Farmers Market, Inc. ( SFM ) at 1.69. Here is the list: United Natural Foods, Inc. ( UNFI ), 1 month performance percentage: 20.20% The Andersons, Inc. ( ANDE ), 1 month performance percentage: 12.10% Darling Ingredients Inc. ( DAR ), 1 month performance percentage: 11.51% Seaboard Corporation ( SEB ), 1 month performance percentage: 8.22% The Kroger Co. ( KR ), 1 month performance percentage: 7.30% Smithfield Foods, Inc. ( SFD ), 1 month performance percentage: 7.27% Bunge Global SA ( BG ), 1 month performance percentage: 6.69% Target Corporation ( TGT ), 1 month performance percentage: 5.32% Sprouts Farmers Market, Inc. ( SFM ), 1 month performance percentage: 4.78% Archer-Daniels-Midland Company ( ADM ), 1 month performance percentage: 4.62% Consumer Staples ETFs: ( XLP ), ( VDC ), ( IYK ), ( FSTA ), ( KXI ), and ( RSPS ) More on Consumer Staples KXI: Consumer Staples Dashboard For March Gen Z Is Threatening The Alcohol...
In this article MS HOOD SOFI Follow your favorite stocks CREATE FREE ACCOUNT A SpaceX Falcon 9 rocket and Dragon spacecraft lifts off on NASA's Crew-12 mission to the International Space Station, carrying NASA astronauts Jessica Meir and Jack Hathaway, ESA astronaut Sophie Adenot and Russian cosmonaut Andrey Fedyaev, from Launch Complex 40 at the Cape Canaveral Space Force Station in Cape Canavera...
In this article MS HOOD SOFI Follow your favorite stocks CREATE FREE ACCOUNT A SpaceX Falcon 9 rocket and Dragon spacecraft lifts off on NASA's Crew-12 mission to the International Space Station, carrying NASA astronauts Jessica Meir and Jack Hathaway, ESA astronaut Sophie Adenot and Russian cosmonaut Andrey Fedyaev, from Launch Complex 40 at the Cape Canaveral Space Force Station in Cape Canaveral, Florida, U.S., Feb. 13, 2026. Steve Nesius | Reuters Morgan Stanley's E*Trade is in talks with SpaceX to take the lead in selling the rocket maker's shares to everyday U.S. investors in its highly anticipated IPO later this year, giving it an edge over rival brokerages Robinhood Markets and SoFi , according to two people familiar with the matter. The SpaceX IPO is shaping up to be the biggest in history, but two of Wall Street's biggest brokerages may not get a piece of it. Robinhood and SoFi have both pitched for roles on the deal but SpaceX is considering cutting them out altogether, the people said, asking not to be identified because the talks are private. It's an unusual omission for platforms that have become fixtures in marquee listings, including the $55 billion IPO for Arm Holdings and the $9.9 billion debut of Instacart in 2023, even as underwriters are expected to funnel retail demand through their own channels. Morgan Stanley, which is a lead underwriter on the deal, is expected to route a significant portion of shares set aside for smaller-ticket U.S. retail investors through its own brokerage platform E*Trade, potentially crowding out rival brokerage firms Robinhood and SoFi, according to the two people familiar with the matter. The two firms, which aren't tied to any of the banks underwriting the deal, remain in discussions to handle some of the sales, both people said. All three platforms primarily handle smaller-ticket retail orders. watch now VIDEO 1:25 01:25 SpaceX reportedly weighs 30% retail allocation for blockbuster IPO Halftime Report The sources,...
Soybean oil climbed as much as 3.4% in Chicago as higher crude oil costs prompted by the Iran war continued to boost the biofuel sector. Prices for soyoil, used to make renewable diesel and foods such as salad dressing, are nearing a fresh three-year high after US President Donald Trump threatened to hit Iranian energy assets while crude oil advanced . The soyoil jump comes after the White House o...
Soybean oil climbed as much as 3.4% in Chicago as higher crude oil costs prompted by the Iran war continued to boost the biofuel sector. Prices for soyoil, used to make renewable diesel and foods such as salad dressing, are nearing a fresh three-year high after US President Donald Trump threatened to hit Iranian energy assets while crude oil advanced . The soyoil jump comes after the White House on Friday unveiled long-awaited biofuels blending standards that increase requirements for fuels made from crops. The mandate “materially increases biomass-based diesel demand in 2026, underpinning feedstock demand, especially soybean oil,” No Bull Ag analyst Susan Stroud said. Soyoil for May delivery rose to 69.68 cents per pound, just below a March 9 peak that marked the highest since late-2022. That’s as investors are the most bullish on soybean oil in nearly a decade, according to regulatory data. Prices for palm oil also rose sharply after Indonesian President Prabowo Subianto said the top producer is going “ a big way ” into biofuels. Stronger demand for biofuel, along with higher costs for fertilizer due to the war, is likely to prompt American growers to increase planting of soybeans at the expense of corn this spring. Analysts surveyed by Bloomberg expect the US Department of Agriculture to show soy plantings rising while corn sowings are likely to fall by an equal amount in the annual prospective planting report due Tuesday. Analysts also expect the USDA to show bigger stockpiles of soy, corn and wheat from a year ago. Soybean oil gained 2.1% to 68.85 cents per pound as of 11:07 a.m. in Chicago. Soybeans were up 0.6% at $11.6575 a bushel. Corn edged down, and wheat advanced.
Moleculin Biotech ( NASDAQ: MBRX ) filed to sell 6.37M shares of common stock. This prospectus is not an offer to sell these securities. The company will not receive any proceeds from the sale of common stocks by the selling shareholder. MBRX down by 6.56%. Filing. More on Moleculin Biotech Moleculin Biotech secures $8.3M from warrant exercises, issues new 5-year warrants Seeking Alpha’s Quant Rat...
Moleculin Biotech ( NASDAQ: MBRX ) filed to sell 6.37M shares of common stock. This prospectus is not an offer to sell these securities. The company will not receive any proceeds from the sale of common stocks by the selling shareholder. MBRX down by 6.56%. Filing. More on Moleculin Biotech Moleculin Biotech secures $8.3M from warrant exercises, issues new 5-year warrants Seeking Alpha’s Quant Rating on Moleculin Biotech Historical earnings data for Moleculin Biotech Financial information for Moleculin Biotech
Alones Creative Citi on Monday began coverage of Voyager Technologies ( VOYG ) with a bullish Buy rating, pointing to a wave of long-term defense and space spending trends that could propel the company’s growth. Analyst John Godyn highlighted Voyager’s ( VOYG ) positioning across several major aerospace and defense themes, including missile defense systems, replenishment of munitions stockpiles, a...
Alones Creative Citi on Monday began coverage of Voyager Technologies ( VOYG ) with a bullish Buy rating, pointing to a wave of long-term defense and space spending trends that could propel the company’s growth. Analyst John Godyn highlighted Voyager’s ( VOYG ) positioning across several major aerospace and defense themes, including missile defense systems, replenishment of munitions stockpiles, and expanding activity in the space sector. According to Godyn, these areas are not only durable but are gaining urgency amid ongoing geopolitical tensions. He noted that recent developments in the Middle East are reinforcing demand for advanced defense capabilities, accelerating trends that were already underway. Against this backdrop, Voyager ( VOYG ) is seen as particularly well placed to benefit from increased procurement and investment cycles. Looking ahead, Citi expects 2026 to be a pivotal year for the company, with a pipeline of potential contract awards serving as key catalysts. Among the opportunities is participation in what Godyn described as a “once-in-a-generation” missile defense initiative from the U.S. Department of Defense, often referred to as the Golden Dome program. Beyond traditional defense programs, Voyager ( VOYG ) also stands to gain from renewed momentum in the commercial and governmental space markets. Citi pointed to growing interest in lunar exploration and the broader space economy as additional drivers that could support sustained expansion. Within Citi’s coverage universe of defense-focused companies, Voyager ( VOYG ) is viewed as offering a timely entry point for investors seeking exposure to these themes ahead of anticipated contract activity. Citi assigned a $36 price target to the shares, suggesting potential upside of roughly 58% from their most recent close. Despite the optimistic outlook, the stock showed some volatility in early trading. Shares initially moved higher in premarket action on Monday before reversing course during the reg...
Lemon_tm/iStock via Getty Images I previously covered Apple Inc. ( AAPL ) in January 2026, discussing why I had reiterated my Hold rating then, attributed to the minimal margin of safety arising from the expensive valuations through the previously baked-in iPhone 17 replacement cycle in China and the priced-in iPhone Fold exuberance. This was worsened by the deteriorating balance sheet health alon...
Lemon_tm/iStock via Getty Images I previously covered Apple Inc. ( AAPL ) in January 2026, discussing why I had reiterated my Hold rating then, attributed to the minimal margin of safety arising from the expensive valuations through the previously baked-in iPhone 17 replacement cycle in China and the priced-in iPhone Fold exuberance. This was worsened by the deteriorating balance sheet health along with the potential double-digit correction from prior inflated levels if the stock retraced as per the three historical trading cycles since early 2021. In this article, I shall discuss why I am upgrading the AAPL stock as a Buy nearer to my Buy Zones of $230s, thanks to the ongoing momentum reversal from the memory supply crunch and the market rotation. My optimism is attributed to their ability to command the premium iPhone pricing at a time of "super upgrade cycle," the increasingly sticky iOS ecosystem/the consistently growing Services segment, and the healthier balance sheet on a YoY basis. AAPL's Prospects Likely To Remain Resilient AAPL 1Y Stock Price ( TradingView ) For now, AAPL has continued to trade sideways along the September 2025 trading floor, with it lending credibility to my last two Hold ratings, with a similar underperformance also observed in the wider market and Big Tech peers in varying degrees. Market Rotation/Memory Prices (Seeking Alpha) Part of their headwinds may be attributed to the ongoing market rotation worsened by its likely to be impacted gross margins from the ongoing memory/storage supply crunch, with AAPL likely to face a tougher YoY comparison on their gross margins in the near term. 1. Focus on Premium Models Otherwise, based on AAPL's FQ2 '26 guidance across: revenue growth by +14.5% YoY at the midpoint, service revenues at approximately +14% YoY, and gross margins of 48.5% at the midpoint ( +0.4 points QoQ / +1.5 YoY /+10.7 from FY2019 levels of 37.8% ), It appears that AAPL's profitable growth prospects may remain rather resilient,...
Key PointsCEO Claire Mazumdar sold 8,234 common shares for ~$154,000 between March 4 and March 6, 2026, at a weighted average price around $18.74 per share.
Key PointsCEO Claire Mazumdar sold 8,234 common shares for ~$154,000 between March 4 and March 6, 2026, at a weighted average price around $18.74 per share.
WaterBridge Infrastructure may offer up to 83.25M Class A shares for sale by the selling shareholders. The company expects to have 123.46M Class A shares outstanding immediately after completion of the offering of all registered Class A shares. The company will not receive any proceeds from the sale of Class A shares by the selling shareholders. WBI down by 3.18%. More on WaterBridge Infrastructur...
WaterBridge Infrastructure may offer up to 83.25M Class A shares for sale by the selling shareholders. The company expects to have 123.46M Class A shares outstanding immediately after completion of the offering of all registered Class A shares. The company will not receive any proceeds from the sale of Class A shares by the selling shareholders. WBI down by 3.18%. More on WaterBridge Infrastructure LLC WaterBridge Infrastructure: Earnings Growth Path Has Gotten Clearer The Better Trade In Permian Water: Pairing WaterBridge With LandBridge WaterBridge Infrastructure LLC 2025 Q4 - Results - Earnings Call Presentation WaterBridge Infrastructure LLC reports Q4 results; gives FY26 outlook Historical earnings data for WaterBridge Infrastructure LLC
The latest headlines pointing to cracks in the private credit market are worrying investors and drawing comparisons to the 2008 financial crisis — yet many also think those fears have been overstated. "I'm in the camp that this is not some systemic risk," Dan Greenhaus, chief strategist at Solus Alternative Asset Management, told CNBC's " Squawk on the Street " last week. "The equation to 2008, I ...
The latest headlines pointing to cracks in the private credit market are worrying investors and drawing comparisons to the 2008 financial crisis — yet many also think those fears have been overstated. "I'm in the camp that this is not some systemic risk," Dan Greenhaus, chief strategist at Solus Alternative Asset Management, told CNBC's " Squawk on the Street " last week. "The equation to 2008, I think, is misplaced, at least in that sense." Private credit ballooned after the financial crisis to a $1.8 trillion global market in the first half of 2025, according to a Barclays note. That's up from a roughly $250 billion market during the Great Recession, as more stringent lending standards on traditional banks curbed their lending to mid-sized businesses. But fears spiked at the end of last year after the high-profile collapses of First Brands, an auto parts manufacturer, and Tricolor, a subprime auto lender, called attention to significant fraud and weakness in the sector. The bankruptcies spurred JPMorgan Chase CEO Jamie Dimon to warn there could be more than one " cockroach ," as problems in private credit are rarely isolated. More recently, shares of alternative asset managers with the most exposure to enterprise software — which are especially vulnerable to AI disruption — have tumbled. And just this month, a number of asset managers including Apollo Global Management , Ares Management and Blue Owl Capital have all scrambled to restrict investor withdrawals. ARES APO,OWL YTD mountain ARES, OWL, APO in 2026 But those pain points could belie some marked differences between now and the Great Financial Crisis that suggest the financial system is better positioned today to handle stress than it was back then. For one, the investor base for private credit is largely made up of institutional investors such as pensions, endowments and sovereign wealth funds that are financially comfortable locking up capital for longer periods of time. That's opposed to depositors during...
Lawyers for paper say investigator’s disputed claims were used to recruit prominent figures to case Public figures such as Doreen Lawrence and Elton John were “induced” to sue the Daily Mail’s publisher on the basis of a private investigator’s now disowned claims of illegal activity, the high court has heard. Seven people including Prince Harry have accused Associated Newspapers Ltd (ANL) of using...
Lawyers for paper say investigator’s disputed claims were used to recruit prominent figures to case Public figures such as Doreen Lawrence and Elton John were “induced” to sue the Daily Mail’s publisher on the basis of a private investigator’s now disowned claims of illegal activity, the high court has heard. Seven people including Prince Harry have accused Associated Newspapers Ltd (ANL) of using unlawful information gathering to obtain stories. John’s partner, David Furnish, and the actor Liz Hurley are also among the group. ANL denies all the claims. Continue reading...
Sundry Photography Applied Materials ( AMAT ) and Lam Research ( LRCX ) are still Bank of America's top picks in the semiconductor equipment space, as the investment firm now sees equipment spending continuing to rise. “We update our [wafer fab equipment] estimates following an eventful earnings season where broadening AI wafer demand led to all major semicaps calling out an unusually robust envir...
Sundry Photography Applied Materials ( AMAT ) and Lam Research ( LRCX ) are still Bank of America's top picks in the semiconductor equipment space, as the investment firm now sees equipment spending continuing to rise. “We update our [wafer fab equipment] estimates following an eventful earnings season where broadening AI wafer demand led to all major semicaps calling out an unusually robust environment (up to 12-24 month visibility) where impressive CY26 guides for LRCX (>23% YoY sales growth), KLAC (high-teens YoY sales growth), and AMAT (+20% YoY Systems growth) accelerate CY27,” analyst Vivek Arya wrote in a note to clients. Arya now sees chip equipment spending at $140B in 2026, $171B in 2027, and $193B in 2028, compared to prior estimates of $131B, $150B, and $155B, respectively. He also expects 2029 and 2030 spending levels to hit $186B and $201B. “We think this industry expansion, growing 18% CY25-28E CAGR, might still be a supply-constrained view but supports semi sales growing from ~$780bn CY25 to almost $1.3tn by CY28E (17% CAGR), reflecting healthy mid-teens % intensity. Agentic AI crowds out leading-edge; new capacity needed. As XPU/accelerator roadmaps progress and as agentic AI takes off, scarce capacity for leading-edge logic becomes highly competitive,” Arya added. 3 nanometer push Delving deeper, Arya said there is crowding in the 3-nanometer space, as Nvidia's ( NVDA ) Rubin competes with AMD's ( AMD ) MI350X and MI400X, Google's ( GOOG ) ( GOOGL ) TPU v7, and Amazon's ( AMZN ) Trainium 3. There's also a bottleneck in CPUs, as Intel ( INTC ) and AMD raise prices and Nvidia's Vera CPU drives “further tightness,” Arya explained. Switches have also seen scaling at the 3-nanometer level, with Nvidia's NVLink 6 and Marvell ( MRVL ) and Broadcom ( AVGO ) increasing outputs. “The broadening of AI chips for rack-scale architecture (Vera Rubin POD uses 7 distinct chips), scaling of inference/agents, and design start diversity drives wafer demand well beyon...