US soybean futures hit their highest in two months after a report on a potential extended trade truce between the US and China fueled hopes for additional purchases of American agricultural products. US President Donald Trump and his Chinese counterpart Xi Jinping could extend their trade truce by as much as a year when they meet in Beijing in April, the South China Morning Post reported Thursday ...
US soybean futures hit their highest in two months after a report on a potential extended trade truce between the US and China fueled hopes for additional purchases of American agricultural products. US President Donald Trump and his Chinese counterpart Xi Jinping could extend their trade truce by as much as a year when they meet in Beijing in April, the South China Morning Post reported Thursday , citing several unidentified people familiar with the discussions. The summit is set to be anchored around short-term economic wins, including fresh Chinese purchase commitments, the report said. The pact reached between the two countries late last year spurred China to return to the market for US soybeans, after avoiding American crop purchases for months prior. Any extension could potentially bolster that momentum, just days after Trump said in a social media post that China was considering extending its soybean purchases to 20 million tons in the current season. Soybean futures in Chicago rose as much as 1.5% on Thursday, reaching the highest for a most-active contract since Dec. 1, before paring the gain. Some traders remain skeptical that China will pick up more US soybeans in the near-term, as the country’s supply is more expensive than rival origins like Brazil, said Joe Davis , a director at brokerage Futures International in Illinois. Still, continued goodwill purchases could boost prices for soybeans and soy products, including meal, he said in an interview. Soybean futures were up 1% to $11.35 a bushel at 10:23 a.m. in Singapore Wheat and corn were little changed
africanpix/iStock via Getty Images Investment overview I wrote about Peloton Interactive ( PTON ) previously with an upgrade to a hold rating, as PTON managed to stabilize engagement data, which dismissed my idea that the growth engine had entirely stopped working. For this update, Q2 showed us that margins are improving, but the demand side remains weak, and I don’t think there is a strong case f...
africanpix/iStock via Getty Images Investment overview I wrote about Peloton Interactive ( PTON ) previously with an upgrade to a hold rating, as PTON managed to stabilize engagement data, which dismissed my idea that the growth engine had entirely stopped working. For this update, Q2 showed us that margins are improving, but the demand side remains weak, and I don’t think there is a strong case for valuation multiples to go up at this rate. 2Q26 earnings PTON top-line results continue to stay poor. Revenue was down again y/y to $656.5m, and this was across both segments. Connected Fitness Products revenue was down 4% y/y to $243.9 million, while subscription revenue was down 2% y/y to $412.6 million. That said, margins improved across the board. Connected Fitness Products' gross margin saw 13.9% vs. 12.9% a year ago and 6.9% last quarter. Subscription gross margin went up to 72.1% from 67.9%, and together, they drove total gross margin to 50.5% (up from 47.2%). This led to adj. EBITDA of $81.4 million. There were some positive improvements The most notable improvement, in my view, is the subscription margins. Subscription gross margin actually went up in Q2 2026 to 72.1% (up ~400 bps y/y), which drove contribution margin up to 75.9% (from 72.1%). Margin increase is one thing, but the fact that this step-up was due to price increases and lower music royalties costs makes this improvement look a lot more bullish than it seems. The very fact that PTON was able to increase price while only seeing minimal revenue growth deceleration is bullish because it shows that there are loyal customers willing to pay. The hardware segment also saw improvements at the unit level. While gross margin was down sequentially to 13.9% in Q2, it is still above 10%, suggesting that the recall-related accruals are really the main reason Q1 reported gross margin was down to single digits. An interesting nuance here is that PTON saw a mix shift toward higher-margin products , and that got me t...
In January, James Zimmerman returned to the American Chamber of Commerce in China (AmCham China) as its chairman. He previously served in that role for four one-year terms in 2007, 2008, 2015 and 2016. A lawyer by training and a resident of China for 28 years, Zimmerman has witnessed the rise of the world’s second-largest economy, the challenges it has faced and the attendant changes to how Americ...
In January, James Zimmerman returned to the American Chamber of Commerce in China (AmCham China) as its chairman. He previously served in that role for four one-year terms in 2007, 2008, 2015 and 2016. A lawyer by training and a resident of China for 28 years, Zimmerman has witnessed the rise of the world’s second-largest economy, the challenges it has faced and the attendant changes to how American businesses operate in the country. In this interview, Zimmerman assesses the potential of US...
(RTTNews) - Indian shares are seen opening flat to slightly higher on Thursday after the United States made significant revisions to its factsheet regarding the recently announced trade deal with India.
(RTTNews) - Indian shares are seen opening flat to slightly higher on Thursday after the United States made significant revisions to its factsheet regarding the recently announced trade deal with India.
For a few hours on Wednesday, the sleepy airport of El Paso, Texas, became a sudden flashpoint for confusion. Late Tuesday night, the Federal Aviation Administration issued a terse notice to pilots that airspace in the area would close - for an unprecedented 10 days - due to “special security reasons”. And then almost as suddenly, the FAA lifted the restrictions on Wednesday morning. Conflicting a...
For a few hours on Wednesday, the sleepy airport of El Paso, Texas, became a sudden flashpoint for confusion. Late Tuesday night, the Federal Aviation Administration issued a terse notice to pilots that airspace in the area would close - for an unprecedented 10 days - due to “special security reasons”. And then almost as suddenly, the FAA lifted the restrictions on Wednesday morning. Conflicting accounts of what prompted the action in the first place quickly emerged. Advertisement Trump administration officials including Transportation Secretary Sean Duffy said the shutdown was in response to drones operated by Mexican drug cartels that had breached US airspace. Duffy said in a social media post that the FAA and Defence Department “acted swiftly” to address the incursion, and had “neutralised” the threat. A satellite image of El Paso International Airport. Photo: Planet Labs PBC via Reuters Others with knowledge of the situation paint a different picture, one that suggests a communication breakdown between key parts of the US government.
These stocks have roared higher but still have room to run. If you're looking for growth in 2026 and beyond, it's a fantastic idea to add a few technology stocks to your portfolio. These players are leading innovation in many areas, and therefore, they're well-positioned to advance over the long term. You could choose stocks that have stumbled, offering you a bargain price, or you might select sto...
These stocks have roared higher but still have room to run. If you're looking for growth in 2026 and beyond, it's a fantastic idea to add a few technology stocks to your portfolio. These players are leading innovation in many areas, and therefore, they're well-positioned to advance over the long term. You could choose stocks that have stumbled, offering you a bargain price, or you might select stocks that are roaring higher, offering you incredible momentum. It's a great idea to use both strategies, picking up a few deals and adding a couple of high-powered performers to your portfolio. Here, I'll suggest two unstoppable players, companies that are ideally placed to benefit from the artificial intelligence (AI) boom. 1. Nvidia Nvidia (NVDA +0.86%) may seem like an obvious choice, and that's the reason why it's important to point out this stock. Some investors may see it as "yesterday's AI stock" and aim to look elsewhere for a future winner. While there surely are many young AI companies to discover, Nvidia remains a pillar of the industry -- and has plenty of room for additional gains even after the stock's increase of more than 1,100% over the past five years. Expand NASDAQ : NVDA Nvidia Today's Change ( 0.86 %) $ 1.63 Current Price $ 190.17 Key Data Points Market Cap $4.6T Day's Range $ 188.78 - $ 193.26 52wk Range $ 86.62 - $ 212.19 Volume 4.6M Avg Vol 181M Gross Margin 70.05 % Dividend Yield 0.02 % As cloud service providers and others invest in AI infrastructure, Nvidia, the world's leading AI chip designer, is likely to see increasing demand. Nvidia last year predicted AI infrastructure spending would reach into the trillions by the end of the decade. And the company continues to speak of high demand for its chips and related products. So right now is a fantastic time to own Nvidia shares. 2. Nebius Nebius (NBIS 3.14%) is another company that may benefit from AI needs now and in the years to come. It offers something that's in great demand: capacity for AI wo...
Key Points These tech stocks sell products and services that are key to the artificial intelligence boom. High demand has driven revenue growth at both companies. 10 stocks we like better than Nvidia › If you're looking for growth in 2026 and beyond, it's a fantastic idea to add a few technology stocks to your portfolio. These players are leading innovation in many areas, and therefore, they're we...
Key Points These tech stocks sell products and services that are key to the artificial intelligence boom. High demand has driven revenue growth at both companies. 10 stocks we like better than Nvidia › If you're looking for growth in 2026 and beyond, it's a fantastic idea to add a few technology stocks to your portfolio. These players are leading innovation in many areas, and therefore, they're well-positioned to advance over the long term. You could choose stocks that have stumbled, offering you a bargain price, or you might select stocks that are roaring higher, offering you incredible momentum. It's a great idea to use both strategies, picking up a few deals and adding a couple of high-powered performers to your portfolio. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Here, I'll suggest two unstoppable players, companies that are ideally placed to benefit from the artificial intelligence (AI) boom. 1. Nvidia Nvidia (NASDAQ: NVDA) may seem like an obvious choice, and that's the reason why it's important to point out this stock. Some investors may see it as "yesterday's AI stock" and aim to look elsewhere for a future winner. While there surely are many young AI companies to discover, Nvidia remains a pillar of the industry -- and has plenty of room for additional gains even after the stock's increase of more than 1,100% over the past five years. As cloud service providers and others invest in AI infrastructure, Nvidia, the world's leading AI chip designer, is likely to see increasing demand. Nvidia last year predicted AI infrastructure spending would reach into the trillions by the end of the decade. And the company continues to speak of high demand for its chips and related products. So right now is a fantastic time to own Nvidia shares. 2. Nebius Nebius (NASDAQ: NBIS) is another company that...
Investor concerns surrounding OpenAI and ChatGPT have caused this blue chip tech giant to slide. Artificial intelligence (AI) is the hottest growth story in the stock market by a mile. As a result, it hasn't been easy to find AI stocks in the bargain bin. However, Microsoft (MSFT 2.10%) has taken it on the chin lately. The stock now sits more than 20% off its high, its sharpest decline in several ...
Investor concerns surrounding OpenAI and ChatGPT have caused this blue chip tech giant to slide. Artificial intelligence (AI) is the hottest growth story in the stock market by a mile. As a result, it hasn't been easy to find AI stocks in the bargain bin. However, Microsoft (MSFT 2.10%) has taken it on the chin lately. The stock now sits more than 20% off its high, its sharpest decline in several years. What gives? Investors have raised concerns over OpenAI, in which Microsoft owns a 27% stake and partners closely. The situation has weighed so heavily on Microsoft stock that it may be time to swoop in and buy this dip. Here is why the tech giant is the best AI stock you can buy right now. Should investors worry about OpenAI? The company is burning through billions of dollars, which means it depends on continuously raising funds from investors to stay in business. Additionally, competitors such as Anthropic and Alphabet have eaten into OpenAI's market share. That's not a good combination. From Microsoft's perspective, the company depends heavily on OpenAI. Management disclosed during its fourth-quarter earnings that OpenAI accounts for roughly 45% of Azure's (cloud business) order backlog. In other words, if OpenAI fails, Microsoft's cloud business would implode. But OpenAI isn't throwing up its arms. The company is in talks to raise $100 billion to fund its near-term needs. ChatGPT is still the leading AI app. OpenAI is also releasing new products, including Frontier for enterprises, which allows companies to develop, deploy, and manage AI agents that can autonomously perform various tasks. OpenAI has become a risk to monitor, but it's far too early to panic. The company is just starting to open the door to some potentially massive revenue opportunities. Why Microsoft's decline is a strong buying opportunity If you look past OpenAI's drama, Microsoft just put up a pretty strong quarter. Its cloud business grew by 26% year over year to $51.5 billion, an impressive fe...
格隆汇2月12日｜高盛表示，在MSCI 2月份的指数调整后，中国股市有望迎来约14亿美元的被动资金流入。"从净值来看，亚太地区（中国14亿美元、澳大利亚2.7亿美元和新加坡1.6亿美元）预计将迎来最大的被动资金流入。" 高盛分析师Alvin So 周四在一份报告中写道。与此同时，韩国、印尼和泰国的资金外流规模预计将分别为2亿美元、1.2亿美元和6,500万美元。MSCI指数调整将于2月27日美股收...
格隆汇2月12日｜高盛表示，在MSCI 2月份的指数调整后，中国股市有望迎来约14亿美元的被动资金流入。"从净值来看，亚太地区（中国14亿美元、澳大利亚2.7亿美元和新加坡1.6亿美元）预计将迎来最大的被动资金流入。" 高盛分析师Alvin So 周四在一份报告中写道。与此同时，韩国、印尼和泰国的资金外流规模预计将分别为2亿美元、1.2亿美元和6,500万美元。MSCI指数调整将于2月27日美股收盘后生效。