Visualizing The Beef-Margin Bloodbath Behind Tyson CEO's Exit

MSFT Dumps As CapEx Disappoints, Despite Top- & Bottom-Line Beat Heading into the "biggest earnings day ever", MSFT was near the bottom of the Mag7 group, down 22% from its 52-week high, with capacity constraints hampering growth and CapEx concerns weighing down the stock. Microsoft has guided to roughly $80 billion in AI data center spending this fiscal year, and the Street wants to know if that money is actually getting deployed. The headline results were solid and prompted initial gains in MSFT after hours as it beat top- and bottom-line: *MICROSOFT 3Q...

US-Canada Trade War Threatens Electricity Imports, Prices By Robert Walton of UtilityDive An escalating trade war between the United States and Canada is once again threatening to ensnare the electric power sector at a time when consumers are already stretched thin. Canada is expected to announce retaliatory tariffs on U.S. goods Tuesday after President Donald Trump’s 50% tariffs on about $20 billion in Canadian goods went into effect over the weekend, with threats of more on the way. On Monday, Ontario Premier Doug Ford told the Associated Press that “everything is on the table,” including...

"Calm Before The Storm?" UBS Warns Of Stock Market Turbulence As Midterms Loom "This may be the calm before the storm," UBS chief economist Arend Kapteyn wrote in a note on Wednesday morning. Kapteyn is referring to a historically turbulent stretch for equity markets ahead of midterm elections, which threatens to amplify the seasonal rise in market volatility. "Indeed, since 1928, these have been the most volatile months of the calendar, with volatility increasing in both election and non-election years before falling sharply thereafter," Kapteyn continued. Since 1950, the president's party has lost...