Core Viewpoint - The crude oil market is experiencing a conflict between geopolitical risks and fundamental oversupply, with fundamentals currently dominating the price dynamics, leading to a significant decline in crude prices. Geopolitical Risks - Geopolitical tensions, including conflicts involving Israel, Iran, Russia, Ukraine, and Venezuela, have escalated this year, which typically would suggest potential supply reductions in the oil market [2][5] - Despite these tensions, actual supply disruptions have not materialized, with sanctioned barrels finding buyers [3][4] Supply and Demand Dynamics - The market is oversupplied, with demand projected to grow by 1 million barrels per day in 2025, while non-OPEC supply is increasing at 1.6 million barrels per day [3][4] - OPEC's decision to unwind production cuts has further contributed to the oversupply situation [4] - The current price decline of crude oil, over 20%, indicates that fundamentals are prevailing over supply risks [5] Price Sensitivity and Production Response - If geopolitical tensions were resolved, crude prices could test levels around $50 or even the $40s, prompting a supply response from U.S. producers [8][10] - U.S. shale producers typically find $55 as the breakeven point, with production becoming uneconomical below this threshold [10][11] - Despite expectations of production cuts due to lower prices, U.S. producers have shown resilience and efficiency improvements, which may lower the breakeven point further [11][13]

Wall Street projects fiscal second-quarter earnings per share of $4.12 from sales of $22.8 billion. ...

Core Viewpoint - Trump Media's stock is experiencing significant growth as the company aims to capitalize on the rising trend of artificial intelligence (AI) [1] Company Summary - Trump Media is the operator of Truth Social, a social media platform that is looking to integrate AI technologies into its operations [1] - The company's stock performance is closely tied to its strategic moves in the AI sector, indicating a strong market interest in its future potential [1] Industry Summary - The AI sector is currently a hot trend, attracting investments and interest from various companies, including those in the social media space [1] - The integration of AI technologies is seen as a key driver for growth and innovation within the industry, positioning companies like Trump Media to potentially benefit from this trend [1]

This year, I published a wide range of research notes across the ETF landscape, but reader interest consistently focused around a few big themes: crypto ETFs, global defense ETFs, and commodities ETFs. These areas of the ETF market not only drew meaningful year-to-date inflows. ...

Darden Restaurants, Inc. (DRI) updated its fiscal 2026 financial outlook, which includes a 53rd week. The updated outlook includes the impact of the additional week. Total sales growth is projected in a range of 8.5% to 9.3%, including approximately 2% growth related to the 53rd week. Same-restaurant sales growth is expected in a range of 3.5% to 4.3%. The company expects adjusted net earnings per share from continuing operations of $10.50 to $10.70, including: approximately $0.20 related to the addition o ...

The technology consulting company reported higher first-quarter sales on the back of growth in its AI business. ...

Trump Media & Technology will merge with a fusion power company in an all-stock deal that the companies said Thursday is valued at more than $6 billion. Devin Nunes, the Republican congressman who resigned in 2021 to become the CEO of Trump Media, will be co-CEO of the new company with TAE Technologies CEO Michl Binderbauer. Shares of Trump Media & Technology, the parent company of President Donald Trump's Truth Social media platform, have tumbled 70% this year but jumped 20% before the opening bell Thu ...

WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Launches PPD CorEvitas Alzheimer's Disease Registry to Advance Real-World Evidence in Neurodegenerative Care. ...

Shares of Trump Media (NASDAQ: DJT) jumped sharply in premarket trading on Thursday after the company unveiled a high-profile merger that dramatically expanded its strategic scope.The parent company of Truth Social was trading around $13.08 premarket, up nearly 25% from its prior close of $10.47, following the announcement in a press release of an all-stock merger with privately held fusion energy developer TAE Technologies.Trump Media & Technology Group pre-market chart. Source: Google FinanceThe transacti ...

Barry Callebaut AG (BYCBF) (BRRLY) is reportedly evaluating a separation of its global cocoa division from its core chocolate business, primarily to reduce exposure to extreme cocoa price volatility and sharpen focus on higher-margin chocolate activities. Sources indicated that the ...