Kettle Hill initiated a substantial stake in Braze in the fourth quarter, with the stock taking up position No. 7 in the capital management company’s nearly $450 million portfolio. With just over $2 billion in market capitalization, Braze is a mid-cap software company focused on customer engagement and multichannel marketing.Braze, Inc. is a technology company specializing in customer engagement software, enabling brands to deliver personalized and data-driven messaging across digital channels. With nearly ...

Freeport-McMoRan logo on ore at open-pit mine with copper sheets. Key Points Freeport-McMoRan’s Grasberg restructuring secures operations through 2041 but reduces its economic ownership, creating both stability and lower earnings leverage. Rising copper demand from EVs, data centers, and electrification supports the long-term bull case for FCX stock. After an 80% rally in four months, technical indicators suggest FCX stock may pull back toward the $55–$57 range before its next move higher. Interested ...

公司业绩与市场表现 - 尽管麦当劳的汉堡品尝视频可能受到调侃，但公司取得了强劲的财务成果，正在“笑着走向银行”[1]

Cotton futures posted 1 to 24 point gains across the board on Friday, as May was still down 141 points this week. Support came via the outside factors. Crude oil was up $10.22 on the day to $91.23. The US dollar index was back down $0.409 at $98.900. USDA Export Sales data from Thursday showed total commitments of 8.904 million RB of  2025/26 cotton as of February 26. That is 79% of the USDA export estimate, and behind the 92% average sales pace. Export shipments are 41% of USDA’s number, now below the 47 ...

Corn futures posted gains of 3 ¾ to 8 ¼ cents across the board on Friday, as May managed a 12 cent gain on the week and December up 15. Crude oil futures continued the rally and spillover support into Friday, up $10.22 as President Trump indicated the strikes would continue until an ‘unconditional surrender by Iran. Iran, in the meantime, has continued threats of US ships crossing the Strait of Hormuz. The CmdtyView national average Cash Corn price was up 6 1/2 cents to $4.18 1/4. Export Sales data shows ...

Soybeans rallied 16 ¾ to 21 ½ cents in the old crop contracts on Friday, as other contracts were 5 to 12 ½ cents higher. May beans were up 30 cents this week, as November rallied 18 ½ cents. The cmdtyView national average Cash Bean price was up 21 1/4 cents at $11.27 3/4.  Soymeal futures found some gains on Friday, up $2.20 to as much at $7.90, as May was down $3.30 this week. Soy Oil futures were 41 to 89 points higher in the front months, as May was up 473 points (7.65%) on the week. Crude oil was the d ...

The wheat complex is continued the rally into Friday, with contracts up sharply across the three markets. Chicago SRW futures were up 24 ½ to 33 cents at the close, as May was 25 ¼ cents higher this week. KC HRW futures were 23 ½ to 31 cents in the green on the day, with Mayu rallying 43 cents this week. MPLS spring wheat was 13 to 23 1/2 cents higher at the close with May 30 ¼ cents higher this week. Crude oil futures were up $10.22 at the close to continue the spillover support. Export Sales data from ...

Popular prediction markets platform Kalshi is facing a class action lawsuit related to its handling of a market on the unseating of Iranian leader Ayatollah Ali Khamenei.   Filed in the District Court for the Central District of California, the suit alleges that the platform ran a “predatory scheme to exploit retail consumers” by creating expectations that it would pay out correct predictions, yet failed to do so in its recent “Ali Khamenei out as Supreme Leader?” market.  The plaintiffs allege that they ...

市场整体表现 - 美国股市在2026年3月6日遭遇强烈卖压，市场弥漫“避险”情绪，录得数月来最差的周度表现 [1] - 道琼斯工业平均指数大跌453.19点或0.9%，收于47,501.55点，盘中一度下跌近950点 [2] - 标普500指数下跌90.69点或1.3%，收于6,740.02点 [3] - 纳斯达克综合指数下跌361.31点或1.6%，收于22,387.68点 [3] - 小盘股受创更重，罗素2000指数下跌2.3%至2,525.30点，反映市场担忧小型企业对经济放缓和成本上升的双重威胁更为脆弱 [3] 宏观经济与地缘政治 - 2月非农就业报告显示美国经济意外减少9.2万个工作岗位，远低于市场预期的增加5.6万个 [4] - 失业率上升至4.4%，为2021年以来的最高水平 [4] - 尽管医疗行业罢工是就业下降的部分原因，但制造业和建筑业的持续疲软表明经济出现更广泛的降温 [4] - 中东地区涉及伊朗的冲突持续，加剧了经济焦虑 [5] - 布伦特原油价格突破每桶90美元，有分析师警告若供应链持续中断，油价可能飙升至100美元甚至150美元 [5] - 这种“滞胀”环境（低增长与高通胀并存）使美联储在未来的利率政策上面临困境 [5] 行业与公司动态 - **科技行业**：科技股承受了市场波动的主要冲击 [3] 大型科技股遭遇持续抛售，英伟达下跌1.4%，微软下跌0.7%，市场要求对大规模AI基础设施投资获得更即时回报 [8] 苹果下跌0.8%，Alphabet和Meta分别下跌1.2%和1.1% [8] 特斯拉在宏观不确定性下也下跌1.1% [8] - **半导体/科技行业**：迈威尔科技表现突出，股价上涨超过10%，因其公布了创纪录的财报以及对2027财年营收增长的乐观预测，公司强调了定制AI芯片和连接解决方案的需求激增 [6] - **化工行业**：陶氏公司股价上涨4%，此前摩根大通将其评级上调至“增持”，分析师押注化工行业定价能力将改善 [6] - **能源行业**：油价飙升提振了能源股，埃克森美孚、雪佛龙和西方石油均上涨，因投资者转向“旧经济”股票 [7] - **零售行业**：Gap公司股价承压，因其下调了第二季度调整后盈利预期，并预计全年销售额将下降2.5%，理由是消费者盈利能力减弱 [9] 未来市场关注点 - 投资者下周将重点关注通胀数据，包括消费者价格指数和生产者价格指数，以观察能源成本上升是否已传导至更广泛的经济 [10] - 财报季将继续，预计甲骨文和Adobe将发布财报，这将在日益波动的全球环境中为企业软件支出的健康状况提供更清晰的线索 [11]

On operations, Gray said total operating days rose 1% in the fourth quarter versus the prior-year period, driven by a 14% increase in the United States, partially offset by an 8% decline in Canadian and international operations. For full-year 2025, total operating days fell 3% year over year, with U.S. operating days up 2%, Canadian operating days down 3%, and international operating days down 15%.Adjusted EBITDA in the fourth quarter was CAD 107.5 million, a 5% decline from CAD 113.4 million a year earlier ...