Why a Fund Reduced Its LNG Exposure by 118,000 Shares Despite Long-Term Contracts
The Motley Fool· 2025-12-18 22:44
The sale highlights how even cash-rich LNG operators with long contracts can fall out of favor when capital cycles shift.Austin-based Beck Capital Management disclosed a reduction in its stake in Golar LNG Limited (GLNG +0.16%), trimming 117,966 shares in the third quarter, contributing to a reduction in the position value by $4.9 million, according to a November 14 SEC filing.What HappenedAccording to a filing with the Securities and Exchange Commission dated November 14, Beck Capital Management sold 117,9 ...
Nike shares slide on Q2 results despite beat on earnings and revenue
Youtube· 2025-12-18 22:43
Let's get back to Nike. Those shares falling now more than 4% in overtime. Let's bring in Oppenheimer senior analyst Brian Nagel for his reaction to the results.Got an outperform rating. $120 price target on the stock. Brian, which is more important here for investors in these results, the China weakness or the wholesale strength.>> Well, good afternoon, John. Look, I tend to think the wholesale strength. And I and the reason I say that I mean one it's a much bigger business but probably more importantly yo ...
Cotton Posts Slight Thursday Gains
Yahoo Finance· 2025-12-18 22:42
Cotton futures saw Thursday gains of 8 points across the front months at the close. Crude oil futures were 8 cents per barrel higher at $56.02. The US dollar index was $0.093 higher to $98.095. Export Sales data showed 135,886 RB of cotton sold during the week of 11/27, a 4-week low. Shipments were a 3-week high at 122,094 RB. More News from Barchart Total export sale commitments are 5.72 million RB, which is now 16.53% below the same period last year. Much of that is due to lighter sales with shipment ...
Corn Rallies Higher on Thursday
Yahoo Finance· 2025-12-18 22:42
Corn futures closed the Thursday session with contracts up 4 to 4 ½ cents across the front months. Bulls were battling back after spillover pressure from the other grains earlier this week. The CmdtyView national average Cash Corn price was up 4 cents to $4.00 3/4. Export Sales data was updated for the week of 11/27 this morning, with 1.792 MMT sold in that week, on the higher side of trade estimates of between 1-2 MMT of corn sales. That was a 3-week low but still 3.5% above the same week last year. Mo ...
Soybeans Extend Losses to Thursday’s Close
Yahoo Finance· 2025-12-18 22:42
Core Insights - Soybean prices experienced losses of 6 to 7 cents, with the national average cash bean price reported at $9.81 1/4, down 5 3/4 cents [1] - A private export sale of 114,000 MT of soybeans was reported by USDA to unknown destinations [1] Group 1: Export Sales Data - Weekly export sales for soybeans reached 1.106 MMT for the week ending on 11/27, a decrease of 52.3% from the previous week and less than half of the same week last year [2] - Accumulated sale commitments, both shipped and unshipped, stand at 21.829 MMT (802 million bushels), which is 39.3% lower than the same period last year [2] - The decline in commitments is largely attributed to China, with commitments down 14.14 MMT, of which 13.4 MMT is specifically to China [2] Group 2: Meal and Oil Sales - Meal sales totaled 436,046 MT, nearing the upper end of the estimates of 200,000-450,000 MT [3] - Bean oil sales were recorded at 25,516 MT, exceeding the trade expectations of 5,000-25,000 MT [3] Group 3: Futures Prices - January 26 soybeans closed at $10.52 1/4, down 6 cents [3] - Nearby cash soybeans were priced at $9.81 1/4, down 5 3/4 cents [3] - March 26 soybeans closed at $10.62, down 6 3/4 cents, while May 26 soybeans closed at $10.73 1/4, also down 6 3/4 cents [3]
Workday (WDAY) Earns Buy Rating as BTIG Calls Outlook “De-Risked”
Yahoo Finance· 2025-12-18 22:42
Workday, Inc. (NASDAQ:WDAY) is included among the 12 Best Long Term US Stocks to Buy Now. Workday (WDAY) Earns Buy Rating as BTIG Calls Outlook “De-Risked” Photo by Dan Dennis on Unsplash On December 17, BTIG started coverage of Workday, Inc. (NASDAQ:WDAY) with a Buy rating and a $285 price target. According to the analyst, the stock has gone nowhere for about two years, despite annual subscription revenue growing 16% and free cash flow rising about 18%. BTIG views next year’s numbers as “de-risked.” ...
Why Applied Digital Stock Jumped 8.6% Today
The Motley Fool· 2025-12-18 22:41
Applied Digital's buildout continues.Shares of Applied Digital (APLD +8.46%) jumped on Thursday, finishing the day up 8.6%. The spike came as the S&P 500 and the Nasdaq Composite finished up 0.7% and 1.3%, respectively.The artificial intelligence (AI) data center company announced today that it secured $100 million in financing to "fund the pre-lease development costs for new data center projects."NASDAQ : APLDApplied DigitalToday's Change( 8.46 %) $ 1.86Current Price$ 23.86Key Data PointsMarket Cap$6.1BDay ...
Micron Shares Surge 15% After Forecast Signals Record Margins and AI-Driven Growth
Financial Modeling Prep· 2025-12-18 22:41
Core Insights - Micron Technology's shares surged approximately 15% intra-day following a strong earnings report, driven by rising memory prices and AI-related demand [1] Financial Performance - The company reported non-GAAP earnings of $4.78 per share for the quarter ended November 27, significantly surpassing the average analyst estimate of $3.94 [2] - Revenue increased to $13.64 billion from $8.71 billion year-over-year, exceeding consensus expectations of $12.83 billion [2] Future Projections - For the second quarter of fiscal 2026, Micron forecasts revenue of $18.7 billion, plus or minus $400 million, well above Wall Street's consensus estimate of $14.23 billion [3] - Projected earnings per share at the midpoint are $8.42, nearly double the consensus forecast of $4.49 [3] Margin and Pricing Trends - Gross margins are expected to reach an all-time high of 68%, an increase of 11.2 percentage points from the previous quarter [4] - Supply-chain checks indicate double-digit sequential price increases for DRAM, Micron's primary profit driver, in both the current and upcoming quarters [4]
MillerKnoll Shares Rise 6% After Earnings Beat and Upbeat Third-Quarter Outlook
Financial Modeling Prep· 2025-12-18 22:40
Core Viewpoint - MillerKnoll Inc. reported stronger-than-expected adjusted earnings for Q2 fiscal 2026, leading to a significant increase in share price [1] Financial Performance - The company posted adjusted earnings of $0.43 per share, surpassing the consensus estimate of $0.41 [2] - Revenue for the quarter was $955.2 million, slightly below analyst expectations of $962.47 million, and represented a year-over-year decline of 1.6% [2] - On an organic basis, sales decreased by 2.5% compared to the previous year [2] Future Outlook - For Q3, MillerKnoll forecasts revenue between $923 million and $963 million, exceeding the consensus estimate of $909.6 million [3] - Adjusted earnings for Q3 are projected to be between $0.42 and $0.48 per share, above the $0.41 expected by analysts [3] Operational Metrics - Despite the revenue decline, the company experienced order growth of 5.5%, totaling $972.5 million, with increases across all business segments [4] - Gross margin improved by 20 basis points to 39.0%, while adjusted operating margin decreased to 5.9% from 7.1% in the prior-year quarter [4]
ASHFORD INC. NAMES JIM PLOHG EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY
Prnewswire· 2025-12-18 22:40
DALLAS, Dec. 18, 2025 /PRNewswire/ -- Ashford Inc. today announced the appointment of Jim Plohg as Executive Vice President, General Counsel and Secretary of Ashford Inc., Ashford Hospitality Trust, Inc. (NYSE: AHT) and Braemar Hotels & Resorts Inc. (NYSE: BHR), effective as of December 16, 2025. Mr. Plohg most recently served the Ashford Group of Companies as Division General Counsel and Managing Director, joining the firm in 2014. Mr. Plohg will oversee all legal, compliance and regulatory affairs of Ash ...