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| Datum / Uhrzeit | Titel | Bewertung |
| 03.06.26 11:37:41 | Dow Jones-Futures fallen, Ölpreise steigen als Trump neue Hormuz-Zielsetzung festlegt; Palo Alto, Marvell sind Early Mover | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Ölpreise stiegen in der Nacht an, während Palo Alto trotz starken Ergebnissen fiel. Neue Trump-Tarife drohen. AI und Metalle führten die Aktien am Dienstag an. |
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| 02.06.26 21:08:27 | Dow Jones Futures: Diese Sektoren führen den Markt an, Google testet Unterstützung; Palo Alto springt spät aufgrund von Gewinnen | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Der Aktienmarkt erreichte neue Höhen trotz Siegesserie. AI und Metalle führten währenddessen, während Google die Unterstützung testete. Palo Alto sprang spät aufgrund von Gewinnen. |
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| 06.04.26 13:10:00 | \"Schau dir mal den Zacks Ansatz an, um die Märkte zu übertreffen: Stride, InnovAge und PepsiCo stehen im Fokus.\" | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Okay, here's a summary of the text, followed by the German translation, aiming for the 600-word maximum: Summary (approx. 575 words) Last Friday marked a week of positive gains for major US stock indices, with the Nasdaq, S&P 500, and Dow Jones Industrial Average rising by 4.4%, 3.4%, and 3% respectively. This rebound was largely driven by a lessening of anxieties regarding inflation and interest rate hikes, fueled by consistent messaging from Federal Reserve Chair Jerome Powell and expectations that the Fed would avoid aggressive tightening measures. Cooling bond yields and relatively stable economic data – particularly resilient job numbers and consumer spending – bolstered investor confidence and encouraged a return to equities following recent market weakness. The ongoing conflict in Iran presented a complex dynamic. While the disruption of the Strait of Hormuz caused significant spikes in oil prices, markets partially recovered as analysts assessed that the economic fallout, while serious, might remain contained in the near term. Tech stocks were particularly strong, with investors showing renewed optimism regarding corporate outlooks – a “dip-buying” effect contributing significantly to the positive sentiment. Zacks Investment Research highlighted its role in guiding investors through recent market fluctuations. The firm emphasized the utility of its time-tested methodologies, particularly relevant given the current state of market uncertainty. Several key performance metrics were showcased:
Finally, Zacks highlighted the availability of its research tools – including the Focus List, Zacks #1 Rank List, Equity Research Reports, and the Zacks Earnings ESP Filter – as part of the Zacks Premium subscription, providing investors with comprehensive research and analysis. German Translation (approx. 600 words) Zusammenfassung Letzte Freitag erlebten die wichtigsten US-Aktienindizes eine Woche der Gewinne, wobei der Nasdaq, der S&P 500 und der Dow Jones Industrial Average um 4,4 %, 3,4 % bzw. 3 % stiegen. Dieser Anstieg wurde hauptsächlich durch die Abnahme der Sorgen hinsichtlich Inflation und Zinssätze angetrieben, die durch die konsequente Kommunikation des Federal Reserve Vorstands, Jerome Powell, und Erwartungen an eine Vermeidung aggressiver Straffungsmaßnahmen beflügelt wurden. Sinkende Anleihenrenditen und relativ stabile Wirtschaftsdaten – insbesondere widerstandsfähige Arbeitszahlen und Konsumausgaben – stärkten das Vertrauen der Anleger und förderten einen Rückgang in die Aktienmärkte nach jüngster Schwäche. Der andauernde Konflikt im Iran stellte eine komplexe Dynamik dar. Die Störung der Straße von Hormuz verursachte erhebliche Preissprünge für Öl, aber die Märkte erholten sich teilweise, als Analysten beurteilten, dass die wirtschaftlichen Folgen, obwohl gravierend, möglicherweise auf kurze Sicht begrenzt bleiben würden. Tech-Aktien waren besonders stark, wobei Investoren von optimistischen Unternehmensausblicken – einem Effekt des „Dip-Buyings“ – erhebliche positive Stimmung erzeugten. Zacks Investment Research betonte seine Rolle bei der Führung von Investoren durch die jüngsten Marktschwankungen. Das Unternehmen betonte die Bedeutung seiner zeitlosen Methodologien, insbesondere angesichts der aktuellen Situation der Marktzunft. Mehrere wichtige Leistungsindikatoren wurden hervorgehoben:
Zuletzt stellte Zacks die Verfügbarkeit seiner Forschungswerkzeuge – darunter die Focus List, die Zacks #1 Rank List, Equity Research Berichte und der Zacks Earnings ESP Filter – als Teil des Zacks Premium Abonnements zur Verfügung, um Investoren umfassende Forschung und Analyse zu bieten. I hope this is a useful summary and translation! Let me know if you'd like any adjustments or further refinements. |
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| 04.04.26 19:32:35 | Kupfer-Aluminium-Entkopplung enthüllt die komplexe iranische Kriegsfolgen. | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Zusammenfassung (ca. 500 Wörter) Der andauernde Konflikt im Nahen Osten löst eine der schwerwiegendsten jüngsten Energiekrise aus, so die Internationale Energieagentur, den Internationalen Währungsfonds und die Weltbank. Neben den verheerenden humanitären Folgen stört der Konflikt den weltweiten Handel, erzeugt Volatilität an den Öl- und Rohstoffmärkten und verschärft die Inflationsrisiken. Als Reaktion darauf haben diese Institutionen eine koordinierte Gruppe gebildet, um insbesondere die „asymmetrischen“ Auswirkungen der Krise zu überwachen. Dies bedeutet, den unverhältnismäßigen Einfluss auf Entwicklungsländer und brüchige Lieferketten zu konzentrieren. Die Situation ist stark polarisiert: Während die Energiemärkte und der Aluminiummarkt unmittelbare Angebotsengpässe erleben, sieht sich der Bedarf an Industriemetallen wie Kupfer einem nachfragegetriebenen Überschuss gegenüber. Der Aluminiummarkt ist besonders betroffen. Der Hormusstrang, eine wichtige Schifffahrtsroute für Alumina (das Hauptbestandteil für die Aluminiumproduktion), ist aufgrund von Raketen- und Drohnenangriffen auf großen Produktionsbetrieben wie Emirates Global Aluminium und Aluminium Bahrain (Alba) zu einem kritischen Engpass geworden. Etwa 3 Millionen Tonnen Jahresproduktion – fast die Hälfte der Produktion des Nahen Ostens – wurden vorübergehend unterbrochen. Darüber hinaus führt die Störung des Alumina-Flusses, der 60 % des regionalen Angebots ausmacht, zu Engpässen, auch für intakte Anlagen. Dies hat zu einem deutlichen Anstieg der Aluminiumpreise an der Londoner Metallhandelsbörse geführt, die bei fast vier Jahren Höchststand von rund 3.500 Dollar pro Tonne liegen. Im Gegensatz dazu zeigt der Kupfermarkt eine andere Dynamik. Trotz der Aluminiumkrise warnen Bloomberg Intelligence Analysten, dass steigende Ölpreise über 150 Dollar pro Barrel das globale Wirtschaftswachstum erheblich verlangsamen und die Nachfrage nach Kupfer, die stark im Bausektor und in der Infrastruktur eingesetzt wird, reduzieren könnte. Folglich könnte sich der Kupfermarkt von einem Defizit in ein Überschuss von 100.000 bis 200.000 Tonnen verschieben, wobei die Preise potenziell unter 10.000 Dollar pro Tonne liegen könnten. Mehrere Bergbauunternehmen erleben bereits die Auswirkungen – die Aktien von Alcoa und Century Aluminium sind gestiegen, während First Quantum Minerals und Antofagasta plc erhebliche Einbußen bei den Gewinnen zu verzeichnen haben. Steigende Energiekosten und Unterbrechungen der Lieferketten verkomplizieren die Situation zusätzlich und könnten die Stückkosten für Bergbauunternehmen um 10–20 % erhöhen. Engpässe bei Schwefelsäure, die für die Kupferverarbeitung entscheidend ist, insbesondere in der Demokratischen Republik Kongo (in der 60 % der Produktion von Schwefelimporten aus dem Golf abhängen), stellen ein ernstes Problem dar. Der Konflikt hat eine komplexe Situation geschaffen, in der Angebotsengpässe die Produktion einschränken könnten, aber eine schwächere Nachfrage immer noch einen Überschuss verursachen könnte. Die Divergenz zwischen den Aluminium- und Kupfermärkten unterstreicht die Vernetzung und Volatilität der globalen Rohstoffmärkte angesichts geopolitischer Instabilität. |
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| 30.03.26 22:21:06 | Stocks Pressured by Economic Fallout from Iran War | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! The S&P 500 Index ($SPX) (SPY) on Monday closed down -0.39%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.78%. June E-mini S&P futures (ESM26) fell -0.43%, and June E-mini Nasdaq futures (NQM26) fell -0.88%. Stock indexes gave up an early advance on Monday and settled mixed, with the S&P 500 posting a 7.5-month low and the Nasdaq 100 posting a 7.75-month low. Concerns that a protracted war in the Middle East will derail economic growth weighed on stocks on Monday, along with a sell-off in chip stocks. Strength in software stocks kept the Dow Jones Industrial Average in positive territory. Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily. Stock indexes initially moved higher on Monday as a decline in bond yields sparked some short covering. The 10-year T-note yield fell by -8 bp on Monday to 4.34%, amid fears that the war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates. T-note yields also moved lower on Monday after Fed Chair Powell said inflation expectations are well anchored and that the FOMC will meet its 2% inflation goal. He added, "It's too soon to know what the economic effects will be" from the Iran war. The US Mar Dallas Fed manufacturing activity survey fell by -0.4 to -0.2, weaker than expectations of an increase to 2.0. US and Israeli forces pressed ahead with attacks on Iran on Monday, while the UAE issued multiple alerts and Saudi Arabia and Kuwait reported numerous strikes by Iranian drones and missiles as the war in Iran entered its fifth week. The Washington Post on Monday said the Pentagon is preparing for weeks of ground operations in Iran, as about 3,500 sailors and Marines have arrived in the Middle East. President Trump told the Financial Times on Sunday that he wants to "take the oil in Iran" and could seize the export hub of Kharg Island, which would involve US ground troops and mark a major escalation of the conflict. Crude oil prices (CLK26) rose more than +3% on Monday to a 3-week high. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Iran is also seeking to control ship transit through the Strait of Hormuz, asking vessels to provide lists of crew and cargo, along with voyage details and bills of lading if they want to travel through the waterway. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March. The International Energy Agency said last Monday that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends. The markets are discounting a 3% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting. Overseas stock markets settled mixed on Monday. The Euro Stoxx 50 closed up +0.65%. China's Shanghai Composite closed up +0.24%. Japan's Nikkei Stock 225 fell to a 3-month low and closed down -2.79%. Interest Rates June 10-year T-notes (ZNM6) on Monday closed up by +21 ticks. The 10-year T-note yield fell -8.4 bp to 4.344%. June T-notes rallied on Monday amid speculation that the ongoing war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates. Also, sliding inflation expectations are supportive of T-notes after the 10-year breakeven inflation rate fell to a 3-week low of 2.295% on Monday. T-notes added to their gains on Monday when Fed Chair Powell said inflation expectations are well anchored and the FOMC will reach its 2% inflation goals. European government bond yields moved lower on Monday. The 10-year German bund yield fell -5.9 bp to 3.035%. The 10-year UK gilt yield fell -4.0 bp to 4.935%. The Eurozone Mar economic sentiment index fell -1.6 to a 6-month low of 96.6, weaker than expectations of 96.7. German Mar CPI (EU harmonized) rose +1.2% m/m and +2.8% y/y, right on expectations, with the +2.8% y/y gain the largest year-on-year increase in two years. Swaps are discounting a 52% chance of a +25 bp ECB rate hike at its next policy meeting on April 30. US Stock Movers The weakness in chipmakers and AI infrastructure stocks weighed on the broader market. Micron Technology (MU) closed down more than -9% to lead losers in the Nasdaq 100, and Western Digital (WDC) closed down more than -8%. Also, Marvell Technology (MRVL) and Sandisk (SNDK) closed down more than -7%, and Lam Research (LRCX) closed down more than -5%. In addition, Seagate Technology Holdings Plc (STX), KLA Corp (KLAC), Applied Materials (AMAT), and Intel (INTC) closed down more than -4%, and ASML Holding NV (ASML), Advanced Micro Devices (AMD), and Microchip Technology (MCHP) closed down more than -3%. Optical stocks retreated on Monday. Applied Optoelectronics (AAOI) closed down more than -13%, and Coherent (COHR) closed down more than -9%. Also, Credo Technology Group Holdings Ltd (CRDO) closed down more than -7%, Lumentum Holdings (LITE) closed down more than -6%, and Corning (GLW) closed down more than -5%. Software stocks rebounded on Monday following last Friday’s plunge. ServiceNow (NOW) closed up more than +5% to lead gainers in the S&P 500, and Salesforce (CRM) closed up more than +3% to lead gainers in the Dow Jones Industrials. Also, Workday (WDAY) and Intuit (INTU) closed up more than +3%, and Atlassian (TEAM), Adobe (ADBE), and Autodesk (ADSK) closed up more than +2%. Cybersecurity stocks moved higher on Monday, recovering some of last Friday’s slide. Palo Alto Networks (PANW) closed up more than +4%, and Okta (OKTA) and Zscaler (ZS) closed up more than +3%. Also, CrowdStrike Holdings (CRWD) closed up more than +2% and Fortinet (FTNT) closed up more than +1%. Aluminum stocks rallied on Monday following Iran’s attacks on Middle Eastern aluminum facilities. Alcoa (AA) closed up more than +8%, and Century Aluminum (CENX) closed up more than +7%. Viridian Therapeutics (VRDN) closed down more than -32% after giving efficacy data from a late-stage trial of its experimental therapy for thyroid eye disease of 36%/45% placebo-adjusted proptosis response, well below expectations of 50%+. Sysco (SYY) closed down more than -15% to lead losers in the S&P 500 after agreeing to buy Jetro Restaurant Depot LLC for $29.1 billion, including debt. Boston Scientific (BSX) closed down more than -9% after Raymond James downgraded the stock to outperform from strong buy. United Therapeutics (UTHR) closed up more than +12% after announcing that its study of Tyvasco to treat idiopathic fibrosis met its primary endpoint, demonstrating superiority over placebo. Insmed Inc. (INSM) closed up more than +5% to lead gainers in the Nasdaq 100 after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $212. TKO Group Holdings (TKO) closed up more than +3% after Citizens Financial Group initiated coverage on the stock with a recommendation of market outperform and a price target of $240. Biogen (BIIB) closed up more than +2% after the FDA approved a high-dose version of its Spinraza drug for spinal muscular atrophy, Earnings Reports(3/31/2026) FactSet Research Systems Inc (FDS), McCormick & Co Inc/MD (MKC), nCino Inc (NCNO), NIKE Inc (NKE), PVH Corp (PVH), RH (RH), TD SYNNEX Corp (SNX). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. More news from Barchart 1 Trade to Make Now to Position for a Prolonged Iran WarStocks Set to Open Higher as Bond Yields Fall on Fading Rate-Hike Bets, U.S. Jobs Data and Powell’s Remarks AwaitedIran, Oil Prices and Other Key Things to Watch this WeekSony PS5 Price Hikes: Why Raised Prices Could Signal a Red Flag for the Global Economy The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
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| 30.03.26 20:39:03 | Stocks Pressured by Economic Fallout from Iran War | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! The S&P 500 Index ($SPX) (SPY) on Monday closed down -0.39%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.78%. June E-mini S&P futures (ESM26) fell -0.43%, and June E-mini Nasdaq futures (NQM26) fell -0.88%. Stock indexes gave up an early advance on Monday and settled mixed, with the S&P 500 posting a 7.5-month low and the Nasdaq 100 posting a 7.75-month low. Concerns that a protracted war in the Middle East will derail economic growth weighed on stocks on Monday, along with a sell-off in chip stocks. Strength in software stocks kept the Dow Jones Industrial Average in positive territory. More News from Barchart Trump Says Micron Is One of the 'Hottest' Stocks. Does That Make MU a Buy Here? Stocks Set to Open Higher as Bond Yields Fall on Fading Rate-Hike Bets, U.S. Jobs Data and Powell’s Remarks Awaited Micron Stock Cools Off — Is MU Now Too Cheap to Ignore? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Stock indexes initially moved higher on Monday as a decline in bond yields sparked some short covering. The 10-year T-note yield fell by -8 bp on Monday to 4.34%, amid fears that the war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates. T-note yields also moved lower on Monday after Fed Chair Powell said inflation expectations are well anchored and that the FOMC will meet its 2% inflation goal. He added, "It's too soon to know what the economic effects will be" from the Iran war. The US Mar Dallas Fed manufacturing activity survey fell by -0.4 to -0.2, weaker than expectations of an increase to 2.0. US and Israeli forces pressed ahead with attacks on Iran on Monday, while the UAE issued multiple alerts and Saudi Arabia and Kuwait reported numerous strikes by Iranian drones and missiles as the war in Iran entered its fifth week. The Washington Post on Monday said the Pentagon is preparing for weeks of ground operations in Iran, as about 3,500 sailors and Marines have arrived in the Middle East. President Trump told the Financial Times on Sunday that he wants to "take the oil in Iran" and could seize the export hub of Kharg Island, which would involve US ground troops and mark a major escalation of the conflict. Crude oil prices (CLK26) rose more than +3% on Monday to a 3-week high. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Iran is also seeking to control ship transit through the Strait of Hormuz, asking vessels to provide lists of crew and cargo, along with voyage details and bills of lading if they want to travel through the waterway. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March. Story Continues The International Energy Agency said last Monday that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends. The markets are discounting a 3% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting. Overseas stock markets settled mixed on Monday. The Euro Stoxx 50 closed up +0.65%. China's Shanghai Composite closed up +0.24%. Japan's Nikkei Stock 225 fell to a 3-month low and closed down -2.79%. Interest Rates June 10-year T-notes (ZNM6) on Monday closed up by +21 ticks. The 10-year T-note yield fell -8.4 bp to 4.344%. June T-notes rallied on Monday amid speculation that the ongoing war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates. Also, sliding inflation expectations are supportive of T-notes after the 10-year breakeven inflation rate fell to a 3-week low of 2.295% on Monday. T-notes added to their gains on Monday when Fed Chair Powell said inflation expectations are well anchored and the FOMC will reach its 2% inflation goals. European government bond yields moved lower on Monday. The 10-year German bund yield fell -5.9 bp to 3.035%. The 10-year UK gilt yield fell -4.0 bp to 4.935%. The Eurozone Mar economic sentiment index fell -1.6 to a 6-month low of 96.6, weaker than expectations of 96.7. German Mar CPI (EU harmonized) rose +1.2% m/m and +2.8% y/y, right on expectations, with the +2.8% y/y gain the largest year-on-year increase in two years. Swaps are discounting a 52% chance of a +25 bp ECB rate hike at its next policy meeting on April 30. US Stock Movers The weakness in chipmakers and AI infrastructure stocks weighed on the broader market. Micron Technology (MU) closed down more than -9% to lead losers in the Nasdaq 100, and Western Digital (WDC) closed down more than -8%. Also, Marvell Technology (MRVL) and Sandisk (SNDK) closed down more than -7%, and Lam Research (LRCX) closed down more than -5%. In addition, Seagate Technology Holdings Plc (STX), KLA Corp (KLAC), Applied Materials (AMAT), and Intel (INTC) closed down more than -4%, and ASML Holding NV (ASML), Advanced Micro Devices (AMD), and Microchip Technology (MCHP) closed down more than -3%. Optical stocks retreated on Monday. Applied Optoelectronics (AAOI) closed down more than -13%, and Coherent (COHR) closed down more than -9%. Also, Credo Technology Group Holdings Ltd (CRDO) closed down more than -7%, Lumentum Holdings (LITE) closed down more than -6%, and Corning (GLW) closed down more than -5%. Software stocks rebounded on Monday following last Friday’s plunge. ServiceNow (NOW) closed up more than +5% to lead gainers in the S&P 500, and Salesforce (CRM) closed up more than +3% to lead gainers in the Dow Jones Industrials. Also, Workday (WDAY) and Intuit (INTU) closed up more than +3%, and Atlassian (TEAM), Adobe (ADBE), and Autodesk (ADSK) closed up more than +2%. Cybersecurity stocks moved higher on Monday, recovering some of last Friday’s slide. Palo Alto Networks (PANW) closed up more than +4%, and Okta (OKTA) and Zscaler (ZS) closed up more than +3%. Also, CrowdStrike Holdings (CRWD) closed up more than +2% and Fortinet (FTNT) closed up more than +1%. Aluminum stocks rallied on Monday following Iran’s attacks on Middle Eastern aluminum facilities. Alcoa (AA) closed up more than +8%, and Century Aluminum (CENX) closed up more than +7%. Viridian Therapeutics (VRDN) closed down more than -32% after giving efficacy data from a late-stage trial of its experimental therapy for thyroid eye disease of 36%/45% placebo-adjusted proptosis response, well below expectations of 50%+. Sysco (SYY) closed down more than -15% to lead losers in the S&P 500 after agreeing to buy Jetro Restaurant Depot LLC for $29.1 billion, including debt. Boston Scientific (BSX) closed down more than -9% after Raymond James downgraded the stock to outperform from strong buy. United Therapeutics (UTHR) closed up more than +12% after announcing that its study of Tyvasco to treat idiopathic fibrosis met its primary endpoint, demonstrating superiority over placebo. Insmed Inc. (INSM) closed up more than +5% to lead gainers in the Nasdaq 100 after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $212. TKO Group Holdings (TKO) closed up more than +3% after Citizens Financial Group initiated coverage on the stock with a recommendation of market outperform and a price target of $240. Biogen (BIIB) closed up more than +2% after the FDA approved a high-dose version of its Spinraza drug for spinal muscular atrophy, Earnings Reports(3/31/2026) FactSet Research Systems Inc (FDS), McCormick & Co Inc/MD (MKC), nCino Inc (NCNO), NIKE Inc (NKE), PVH Corp (PVH), RH (RH), TD SYNNEX Corp (SNX). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com View Comments |
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| 30.03.26 19:34:50 | Markets Turn Negative as Crude Oil Prices Surge | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! The S&P 500 Index ($SPX) (SPY) today is down -0.75%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.21%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.18%. Stock indexes turned lower this afternoon as the market digests the first $100+ oil settlement since 2022, a milestone reached as supply-chain risks continue to dominate the energy sector.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily. Treasury Yields retreated after comments from Federal Reserve Chair Jerome Powell noted that while the central bank is tracking the recent surge in energy costs, its tools for addressing such supply-side shocks remain restricted. The US Mar Dallas Fed manufacturing activity survey fell by -0.4 to -0.2, weaker than expectations of an increase to 2.0. US and Israeli forces pressed ahead with attacks on Iran today, while the UAE issued multiple alerts and Saudi Arabia and Kuwait reported numerous strikes by Iranian drones and missiles as the war in Iran enters its fifth week. The Washington Post said the Pentagon is preparing for weeks of ground operations in Iran, as about 3,500 sailors and Marines have arrived in the Middle East. President Trump told the Financial Times on Sunday that he wants to "take the oil in Iran" and could seize the export hub of Kharg Island, which would involve US ground troops and mark a major escalation of the conflict. Crude oil prices (CLK26) are up more than +2% today at a 3-week high. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Iran is also seeking to control ship transit through the Strait of Hormuz, asking vessels to provide lists of crew and cargo, along with voyage details and bills of lading if they want to travel through the waterway. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March. The International Energy Agency said last Monday that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends. The markets are discounting a 3% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting. Overseas stock markets are mixed today. The Euro Stoxx 50 is up +0.28%. China's Shanghai Composite closed up +0.24%. Japan's Nikkei Stock 225 fell to a 3-month low and closed down -2.79%. Interest Rates June 10-year T-notes (ZNM6) today are up by +24 ticks. The 10-year T-note yield is down -9.7 bp to 4.330%. June T-notes are climbing today on speculation that the ongoing war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates. Also, sliding inflation expectations are supportive of T-notes after the 10-year breakeven inflation rate fell to a 3-week low of 2.295% today. T-notes added to their gains today after Fed Chair Powell said inflation expectations are well anchored and the FOMC will reach its 2% inflation goals. European government bond yields are moving lower today. The 10-year German bund yield is down -5.5 bp to 3.039%. The 10-year UK gilt yield is down -4.6 bp to 4.928%. The Eurozone Mar economic sentiment index fell -1.6 to a 6-month low of 96.6, weaker than expectations of 96.7. German Mar CPI (EU harmonized) rose +1.2% m/m and +2.8% y/y, right on expectations, with the +2.8% y/y gain the largest year-on-year increase in two years. Swaps are discounting a 52% chance of a +25 bp ECB rate hike at its next policy meeting on April 30. US Stock Movers Software stocks are rebounding today after last Friday’s plunge. ServiceNow (NOW) is up more than +4%, and Atlassian (TEAM) and Workday (WDAY) are up more than +3%. Also, Datadog (DDOG), Adobe (ADBE), and Autodesk (ADSK) are up more than +2%. In addition, Intuit (INTU) and Salesforce (CRM) are up more than +1%. Cybersecurity stocks are rallying today, recovering some of last Friday’s slide. Palo Alto Networks (PANW) is up more than +6% to lead gainers in the S&P 500. Also, Okta (OKTA), CrowdStrike Holdings (CRWD), and Zscaler (ZS) are up more than +4%. In addition, Fortinet (FTNT) is up more than +2%. Aluminum stocks are climbing today following Iran’s attacks on Middle Eastern aluminum facilities. Alcoa (AA) is up more than +11%, and Century Aluminum (CENX) is up more than +9%. Also, Kaiser Aluminum (KALU) and Constellium SE (CSTM) are up more than +3%. Weakness in chipmakers and AI infrastructure stocks is limiting gains in the broader market. Western Digital (WDC) is down more than -5% to lead losers in the Nasdaq 100, and Marvell Technology (MRVL) and Seagate Technology Holdings Plc (STX) are down more than -5%. Also, Micron Technology (MU), Lam Research (LRCX), and KLA Corp (KLAC) are down more than -4%, and Applied Materials (AMAT) and Intel (INTC) are down more than -3%. In addition, ASML Holding NV (ASML), ARM Holdings Plc (ARM), Broadcom (AVGO), and Microchip Technology (MCHP) are down more than -2%. United Therapeutics (UTHR) is up more than +13% after announcing that its study of Tyvasco to treat idiopathic fibrosis met its primary endpoint, demonstrating superiority over placebo. Insmed Inc. (INSM) is up more than +5% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $212. TKO Group Holdings (TKO) is up more than +4% after Citizens initiated coverage on the stock with a recommendation of market outperform and a price target of $240. Biogen (BIIB) is up more than +2% after the FDA approved a high-dose version of its Spinraza drug for spinal muscular atrophy, Expedia Group (EXPE) is up more than +1% after Jeffries upgraded the stock to buy from hold with a price target of $300. Viridian Therapeutics (VRDN) is down more than -31% after giving efficacy data from a late-stage trial of its experimental therapy for thyroid eye disease of 36%/45% placebo-adjusted proptosis response, well below expectations of 50%+. Sysco (SYY) is down more than -11% to lead losers in the S&P 500 after agreeing to buy Jetro Restaurant Depot LLC for $29.1 billion, including debt. Boston Scientific (BSX) is down more than -8% after Raymond James downgraded the stock to outperform from strong buy. Earnings Reports(3/30/2026) AirJoule Technologies Corp (AIRJ), AIRO Group Holdings Inc (AIRO), Arrive AI Inc (ARAI), Arrow Financial Corp (AROW), Bicara Therapeutics Inc (BCAX), DiaMedica Therapeutics Inc (DMAC), Fermi Inc (FRMI), HireQuest Inc (HQI), Inmune Bio Inc (INMB), Innventure Inc (INV), Phreesia Inc (PHR), Progress Software Corp (PRGS), Red Cat Holdings Inc (RCAT), Rezolve AI PLC (RZLV), Riverview Bancorp Inc (RVSB), Tootsie Roll Industries Inc (TR), TuHURA Biosciences Inc (HURA), Zspace Inc (ZSPC). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. More news from Barchart Stocks Set to Open Higher as Bond Yields Fall on Fading Rate-Hike Bets, U.S. Jobs Data and Powell’s Remarks AwaitedIran, Oil Prices and Other Key Things to Watch this WeekS&P Futures Slip on Middle East Conflict Uncertainty and China Trade ProbesStocks Plunge Before the Open as Oil Prices Climb on U.S.-Iran Talks Uncertainty The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
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| 30.03.26 17:12:35 | Stocks Supported by Lower Bond Yields | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! The S&P 500 Index ($SPX) (SPY) today is up +0.58%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.91%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.30%. June E-mini S&P futures (ESM26) are up +0.38%, and June E-mini Nasdaq futures (NQM26) are up +0.10%. Stock indexes are climbing today as falling T-note yields sparked short covering. The 10-year T-note yield is down -10 bp to 4.33% on fears that the war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates. T-notes yields fell further today after Fed Chair Powell said inflation expectations are well anchored and the FOMC will reach its 2% inflation goals. He added, "It's too soon to know what the economic effects will be" from the Iran war.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily. The US Mar Dallas Fed manufacturing activity survey fell by -0.4 to -0.2, weaker than expectations of an increase to 2.0. US and Israeli forces pressed ahead with attacks on Iran today, while the UAE issued multiple alerts and Saudi Arabia and Kuwait reported numerous strikes by Iranian drones and missiles as the war in Iran enters its fifth week. The Washington Post said the Pentagon is preparing for weeks of ground operations in Iran, as about 3,500 sailors and Marines have arrived in the Middle East. President Trump told the Financial Times on Sunday that he wants to "take the oil in Iran" and could seize the export hub of Kharg Island, which would involve US ground troops and mark a major escalation of the conflict. Crude oil prices (CLK26) are up more than +2% today at a 3-week high. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Iran is also seeking to control ship transit through the Strait of Hormuz, asking vessels to provide lists of crew and cargo, along with voyage details and bills of lading if they want to travel through the waterway. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March. The International Energy Agency said last Monday that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends. The markets are discounting a 3% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting. Overseas stock markets are mixed today. The Euro Stoxx 50 is up +0.28%. China's Shanghai Composite closed up +0.24%. Japan's Nikkei Stock 225 fell to a 3-month low and closed down -2.79%. Interest Rates June 10-year T-notes (ZNM6) today are up by +24 ticks. The 10-year T-note yield is down -9.7 bp to 4.330%. June T-notes are climbing today on speculation that the ongoing war in the Middle East will lead to a fuel shortage that derails global economic growth, offsetting inflation fears and possibly keeping the Fed from raising interest rates. Also, sliding inflation expectations are supportive of T-notes after the 10-year breakeven inflation rate fell to a 3-week low of 2.295% today. T-notes added to their gains today after Fed Chair Powell said inflation expectations are well anchored and the FOMC will reach its 2% inflation goals. European government bond yields are moving lower today. The 10-year German bund yield is down -5.5 bp to 3.039%. The 10-year UK gilt yield is down -4.6 bp to 4.928%. The Eurozone Mar economic sentiment index fell -1.6 to a 6-month low of 96.6, weaker than expectations of 96.7. German Mar CPI (EU harmonized) rose +1.2% m/m and +2.8% y/y, right on expectations, with the +2.8% y/y gain the largest year-on-year increase in two years. Swaps are discounting a 52% chance of a +25 bp ECB rate hike at its next policy meeting on April 30. US Stock Movers Software stocks are rebounding today after last Friday’s plunge. ServiceNow (NOW) is up more than +4%, and Atlassian (TEAM) and Workday (WDAY) are up more than +3%. Also, Datadog (DDOG), Adobe (ADBE), and Autodesk (ADSK) are up more than +2%. In addition, Intuit (INTU) and Salesforce (CRM) are up more than +1%. Cybersecurity stocks are rallying today, recovering some of last Friday’s slide. Palo Alto Networks (PANW) is up more than +6% to lead gainers in the S&P 500. Also, Okta (OKTA), CrowdStrike Holdings (CRWD), and Zscaler (ZS) are up more than +4%. In addition, Fortinet (FTNT) is up more than +2%. Aluminum stocks are climbing today following Iran’s attacks on Middle Eastern aluminum facilities. Alcoa (AA) is up more than +11%, and Century Aluminum (CENX) is up more than +9%. Also, Kaiser Aluminum (KALU) and Constellium SE (CSTM) are up more than +3%. Weakness in chipmakers and AI infrastructure stocks is limiting gains in the broader market. Western Digital (WDC) is down more than -5% to lead losers in the Nasdaq 100, and Marvell Technology (MRVL) and Seagate Technology Holdings Plc (STX) are down more than -5%. Also, Micron Technology (MU), Lam Research (LRCX), and KLA Corp (KLAC) are down more than -4%, and Applied Materials (AMAT) and Intel (INTC) are down more than -3%. In addition, ASML Holding NV (ASML), ARM Holdings Plc (ARM), Broadcom (AVGO), and Microchip Technology (MCHP) are down more than -2%. United Therapeutics (UTHR) is up more than +13% after announcing that its study of Tyvasco to treat idiopathic fibrosis met its primary endpoint, demonstrating superiority over placebo. Insmed Inc. (INSM) is up more than +5% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $212. TKO Group Holdings (TKO) is up more than +4% after Citizens initiated coverage on the stock with a recommendation of market outperform and a price target of $240. Biogen (BIIB) is up more than +2% after the FDA approved a high-dose version of its Spinraza drug for spinal muscular atrophy, Expedia Group (EXPE) is up more than +1% after Jeffries upgraded the stock to buy from hold with a price target of $300. Viridian Therapeutics (VRDN) is down more than -31% after giving efficacy data from a late-stage trial of its experimental therapy for thyroid eye disease of 36%/45% placebo-adjusted proptosis response, well below expectations of 50%+. Sysco (SYY) is down more than -11% to lead losers in the S&P 500 after agreeing to buy Jetro Restaurant Depot LLC for $29.1 billion, including debt. Boston Scientific (BSX) is down more than -8% after Raymond James downgraded the stock to outperform from strong buy. Earnings Reports(3/30/2026) AirJoule Technologies Corp (AIRJ), AIRO Group Holdings Inc (AIRO), Arrive AI Inc (ARAI), Arrow Financial Corp (AROW), Bicara Therapeutics Inc (BCAX), DiaMedica Therapeutics Inc (DMAC), Fermi Inc (FRMI), HireQuest Inc (HQI), Inmune Bio Inc (INMB), Innventure Inc (INV), Phreesia Inc (PHR), Progress Software Corp (PRGS), Red Cat Holdings Inc (RCAT), Rezolve AI PLC (RZLV), Riverview Bancorp Inc (RVSB), Tootsie Roll Industries Inc (TR), TuHURA Biosciences Inc (HURA), Zspace Inc (ZSPC). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
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| 30.03.26 14:54:50 | Alaska Air sinks on fuel prices, Iran strike boosts aluminum stocks | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Yahoo Finance Senior Reporter Brooke DiPalma and Yahoo Finance Breaking Business News Reporter Jake Conley take a closer look at some of Monday morning's trending tickers and stories. Aluminum stocks, including Alcoa (AA) and Century Aluminum (CENX), are soaring after aluminum facilities in the Middle East were struck over the weekend. Food giant Sysco (SYY) is set to buy Jetro Restaurant Depot for $29 billion. Alaska Air (ALK) stock is sinking after the company forecast higher fuel costs, which would worsen the company's first quarter losses. Video Transcript 00:00 Speaker A is watching aluminum stocks, Cisco and Alaska Air. Yahoo Finance Jake Conley on set with me. 00:03 Speaker A First up, let's chat aluminum stocks. They're soaring after aluminum facilities in the Middle East were attacked over the weekend. Aluminum prices are also nearing four-year highs. It seems like to me that we're sort of seeing a reaction within aluminum stocks that we saw a few weeks ago within crude. What do you make of this? 00:22 Speaker B Yeah, it's exactly right. You're seeing infrastructure damage, right? We've now seen attacks by Iran on aluminum uh producers in the Middle East. That's going to ripple through the entire supply chain. Roughly 10% of the world's aluminum comes from the Middle East. Also, aluminum is the second most widely used metal in the world after only steel. So it shows you just how wide that impact's going to be. 00:46 Speaker A And when you think about sort of the ripple effects that this could have, what are some maybe products? You know any products that could be hit for this? 00:52 Speaker B Yeah, so you think, you think cans, you think um any 00:56 Speaker A Yeah, uh Coca-Cola earnings. Definitely eager to hear what they're going to say. 00:59 Speaker B Exactly Coca-Cola. Right. any other of those kind of consumer side products. Um even this is airline parts, stuff like that. Um aluminum's kind of all over the market. So this is really going to ripple out pretty widely. 01:12 Speaker A Right. And this comes on top of those tariff discussions that we were just talking about that seem like they're still lingering in the air on steel, on aluminum. and those are still a a headwind to these companies as well. Now add this on top of it. Definitely not good news there then. 01:25 Speaker B Yeah, exactly right. Now you you look at the stocks today, you see Alcoa up 11%. It's an upstream producer, kind of a pure play aluminum company. They mine it out of the ground, refine it, smelt it. 01:38 Speaker A So this is good news for them. Higher prices right? 01:39 Speaker B Yes, this is great for them. The stock is up 11%. Uh Rio Tinto also to watch up 4% today. They're not a pure play aluminum, they do several other other metals, but aluminum is a big part of their book. So they'll be one to watch here too. 01:52 Speaker A All right, lots of ripple effects. I will be asking Coca-Cola about this when I do speak to them in the upcoming earnings. But next up, let's take a look at food giant, Cisco, sticking with the theme here, will buy Jetro Restaurant Depot in a $29 billion deal. Now the deal will expand Cisco's portfolio across affordable independent restaurants. Reading a bit more about this, the deal's not expected to close until the third quarter of 2027. Also about $250 million in annual cost energies targeted within three years, but investors aren't too happy with this one, it seems like. 02:22 Speaker B No, I know, the stock down 13% after a brief bounce, right? Now, what this is going to do for Cisco, this is going to expand the market for what is already the US's largest food distributor. So this is going to get them into more stores, into bigger markets. Jetro primarily sells to kind of the wholesale big business side. So this is going to expand that market, but clearly as you point out, investors not loving this deal. 02:49 Speaker A Yeah, this is the worst stock slide that we've seen for intraday trading since April of 2020. But at the same time, the street still a bit mixed on this. There's 10 buys and eight holds. And so it'll be interesting to see this sort of reaction from the street about how this goes into not only 2026, but then this is not even going to close until 2027. 03:09 Speaker B Yeah, that's right. And we also are seeing this after last week, you saw the news that Pernod Ricard is looking to merge with Brown Forman in the beverage space. That tie up if it goes through would create one of the largest spirits distributors. So you're starting to see these tie-ups throughout the consumer world, whether it's food or um the Estee Lauder news or Pernod Ricard and Brown Forman in the spirits world, you're seeing more and more of these tie-ups. 03:37 Speaker A Yeah, and you're trying to see how exactly they're navigating this environment where consumers maybe have been a bit weary there. And sticking with that, finally, I just want to get to Alaska Air shares. They are plunging today. The airline is forecasting higher fuel costs which will worsen its losses for the quarter. It's interesting to hear once again another airlines player warning of higher prices and the impact that'll have on the quarter. 04:02 Speaker B Right. This is Delta, this is United, this is American all bringing it up. And now Alaska Air trading down 7% this morning after they put out a report saying that their fuel costs are getting hit. They're saying on the refining margins on their lowest cost uh fuel supply from Singapore, those are up 400% since early February. That's a 3X increase on the cost of their fuel. That's going to get passed through to the consumer. 04:30 Speaker A Yeah, and I also wonder too, it's like, at what point, because we're already seeing airline tickets tick higher. How long does this war sort of have to persist in order for us to see sustained airline tickets? Did already all Americans sort of like go ahead and just purchase their tickets ahead of what could be a potential rise in costs there? Or are we at this point right now, there's still so much unknowns and just fear that people won't travel at all? 05:00 Speaker B Well, I've been hearing from people in my, you know, social circle who are saying they're booking airline tickets for next year. 05:06 Speaker A Yeah, I'm guilty. I already booked a trip to Nashville in September. I mean I had to get ahead. It really wasn't that bad. It was at American Airlines and it was 218 bucks. I feel like if you can sort of get in now, find a good deal, maybe now's the time. 05:07 Speaker B Right. They're booking airline, yeah, exactly, exactly. 05:22 Speaker B But here's the question, do we eventually hit demand destruction where people are going to stop traveling. You see gasoline prices going up, diesel prices going up, airline fuel costs going up. All is we're about to hit spring travel season when people's kids are out of school, they're going to want to try to plan vacations, maybe even look at winter, look at next year. And now if that $200 flight is now $600 or $300 or $400, 05:51 Speaker A people just travel less. 05:51 Speaker B are you going to want to do that or are you going to say maybe this is the year we hold back and do something local instead. 05:57 Speaker A Right, but then with gas prices higher, it's like, all right, I don't know how to weigh this. I do quickly want to point out that Delta, United, uh Southwest all falling on this news as well. View Comments |
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| 20.02.26 10:50:00 | Rohstoff-Update: Marktgespräche | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Zusammenfassung: Dieser Text kündigt einen neuen Bericht "Market Talks" an, der sich auf den Sektor Basic Materials konzentriert. Der Bericht bietet Einblicke in Unternehmen wie Air Liquide und BRC Asia sowie den Palmölmarkt. Es handelt sich um einen Aufruf zum "Weiterlesen" für detailliertere Informationen. Would you like me to:
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