First Trust Indxx Global Agri

Jefferies Upgrades Nutrien Stock Rating to Buy

JPMorgan Maintains Hold Rating on Deere

Bunge Raises Mid-term EPS Forecast and Plans Up to $3 Billion in Share Repurchases

Focus Partners Advisor Solutions LLC Reduced Holdings in Deere & Company

Whales Show Increasing Bullish Sentiment in Deere Options Trading

Analysts at Morgan Stanley and Barclays Maintain Buy Rating on Bayer

Neuberger Berman Increased its Stake in Nutrien by 126%

Middle East War Leads to Urea Price Surge Disrupting Global Fertilizer Market

Deere & Co Shares Fall Amid 25% Drop in Net Income

Dell Options Trading Bearsish - Stock Dips 3.37%

Bunge explores alternative shipping routes amid Middle East conflict

Bayer Aktiengesellschaft released FY2025 Q4 earnings on March 4 Pre-Market (EST), actual revenue USD 13.43 B (forecast USD 13.27 B), actual EPS USD -4.4916

Bayer Aktiengesellschaft released FY2025 earnings on March 4 Pre-Market EST, actual revenue USD 52.51 B (forecast USD 53.59 B), actual EPS USD -4.2456

South Dakota Investment Council Reduces Deere Holdings, Brighton Jones LLC Increases

Soybean and CBOT Wheat and Corn Prices Rise in Chicago

APG Asset Management N.V. Increases Holdings in Deere & Company, John C May Jr. Reduces Holdings

Quantbot Technologies LP Acquired $8.66 Million Stake in Delphi Technologies

Deere Reports Q1 2026 Earnings With Revenue of $9.6B and EPS of $2.43

Nutrien Announces Strong 2025 Earnings

Nutrien Ltd. Releases Management Discussion and Analysis for 2025

bioAffinity Tech

Firefly Neuroscience

Silvaco

eLong Power

T-REX 2X Long UPXI Daily Target ETF

Polaryx Therapeutics

TCW Strategic Income Fund, Inc.

Stak

iSpecimen

Oruka Therapeutics

CRAK

FTAG

562900

VEGI

516810

516550

U.S. Energy Secretary Jennifer Granholm has invoked the Defense Production Act to restart offshore oil drilling in Southern California to address energy supply disruptions. California Governor Gavin Newsom has criticized the order as illegal and threatened legal action. Additionally, U.S. agricultural producers are worried about the impact of the conflict in Iran on local agricultural prices, which may significantly affect production and harvests this year.

CoinLive

VanEck Oil Refiners ETF

SPDR Energy Select

VG Energy

E Fund CSI Modern Agriculture Theme ETF

iShares MSCI Agriculture Producers ETF

Us Natural Gas

Invesco DB Agriculture FD ETF

Fullgoal CSI Agriculture Theme ETF

China Universal CSI Oil & Gas Resources ETF

iShares US Oil Equip & Svcs

Invesco Great Wall CNI Oil&Gas ETF

iShares US Oil & Gas Expl & Prod

SPDR O&G Equip

SPDR O&G Ex & Prd

Pro Ultr Natural Gas

First Trust Natural Gas ETF

Us 12 Mth Natural Gas

ISHRS S&P Glb Engy

VanEck Agribusiness ETF

United States Oil Fund LP

Bosera CSI Oil & Gas Resources Index ETF

Guotai CSI Oil & Gas Industry ETF

ChinaAMC CSI Petrochemical Industry ETF

VanEck Oil Services ETF

ChinaAMC CSI Agriculture Theme ETF

Harvest CSI Grand Agriculture ETF

Invesco Oil & Gas Services ETF

U.S. Energy Secretary Invokes Defense Production Act to Resume Offshore Drilling

WEAT

CORN

Wheat & Cattle Key Levels For The Week

Barchart Option

Teucrium Wheat

Teucrium Agri

Teucrium Corn Fd

Wheat & Cattle Key Levels For The Week

InvestorPlace Senior Analyst Eric Fry previously advised selling early AI stocks, resulting in significant gains for Oracle Corp. (27%) and Advanced Micro Devices Inc. (110%). Despite this, many AI stocks have since declined, prompting a shift towards "HALO" stocks—companies with high assets and low obsolescence. Fry has identified future-proof companies that could yield substantial returns. He will discuss these opportunities in a free online presentation, FutureProof 2026. Additionally, the Middle East's fertilizer production surge has benefited companies like CF Industries Holdings Inc. and Nutrien Ltd., with Mosaic Co. poised for growth.

InvestorPlace

Mosaic

Invesco Semiconductors ETF

Invesco PHLX Semiconductor ETF

Invesco AI and Next Gen Software ETF

iShares Expanded Tech Software Sector ETF

VG Info Tech

Defiance Daily Target 2X Long ORCL ETF

Nutrien

CF Industries

SPDR S&P Semicon

ISHRS S&P Glb It

Oracle

SPDR S&P Software

iShares Semiconductor ETF

VanEck Semiconductor ETF

2 Stocks to Buy to “Future-Proof” Your Portfolio

Calydon Capital significantly increased its stake in Bunge Global SA by 3,045.7% in Q3, owning 83,423 shares valued at $6.78 million. Other institutional investors also expanded their positions, with Glencore plc investing approximately $2.67 billion. Analysts have mixed ratings on Bunge Global, with a consensus rating of "Moderate Buy" and an average target price of $122.40. The stock opened at $124.73, with a market cap of $24.14 billion and a recent EPS of $1.99, exceeding expectations. Bunge Global is a major player in agribusiness, processing various commodities.

Market Beat

Invesco Food & Beverage ETF

Bunge Global SA

Calydon Capital Raises Position in Bunge Global SA $BG

Nutrien's share price closed at C$113.79, reflecting a 62.1% return over the past year. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 15.5%, with an estimated intrinsic value of C$134.68 per share. Additionally, Nutrien's P/E ratio of 17.59x is below the industry average of 22.13x, indicating it is slightly undervalued. Investors are encouraged to consider various narratives and assumptions about future performance to assess the stock's value.

Simplywall

Is It Too Late To Consider Nutrien (TSX:NTR) After Its Strong 1-Year Share Price Run?

Interval Partners LP reduced its stake in The Scotts Miracle-Gro Company (NYSE:SMG) by 65.6% in Q3, now holding 442,776 shares valued at $25.2 million. Other institutional investors also adjusted their positions, with Louisiana State Employees Retirement System increasing its stake by 1.6%. Analysts have mixed ratings on SMG, with an average price target of $72.50. The stock opened at $60.98, with a market cap of $3.54 billion and a P/E ratio of 41.48.

Scotts Miracle - Gro

The Scotts Miracle-Gro Company $SMG Shares Sold by Interval Partners LP

SOYB

Food crops are increasingly at risk due to an energy supply crunch worsened by the Middle East conflict. Farmers in Asia and Europe face fuel shortages essential for agricultural machinery, threatening food production. This situation highlights the link between global energy markets and agricultural output, raising concerns about food security worldwide.

WisdomTree Wheat

Penghua CNI Grain Industry ETF

First Trust NASDAQ Food & Beverage

WisdomTree Corn

WisdomTree Soybeans

Teucrium Soybean

Energy Supply Crunch Threatens Global Food Crop Production

516760

Cattle Futures Can’t Hold Early Rally

Ping An CSI Animal Husbandry ETF

Guotai CSI Animal Husbandry ETF

China Merchants CSI Animal Husbandry ETF

Penghua CSI Animal Husbandry ETF

ETFS 2x Daily Long Livestock

Cattle Futures Can’t Hold Early Rally

Corn Closes Higher on Friday as CFTC Data Shows Spec Longs Flooding In

Corn Closes Higher on Friday as CFTC Data Shows Spec Longs Flooding In

Reuters

CIF/FOB Gulf Grain-Soy basis dips as Chinese demand stays quiet

Wheat futures rose 2.5% to $6.13 1/4 a bushel due to concerns over dry weather affecting the U.S. winter wheat crop, with 55% of acres experiencing drought. Corn prices increased by 1%, while soybean prices fell by 0.3%. The grain market remains influenced by geopolitical tensions, particularly regarding Iran and the Strait of Hormuz. Traders are capitalizing on risk premiums from these events, with expectations of further profit-taking. Upcoming reports include the USDA's Grain Export Inspections and General Mills' earnings report.

First Trust Indxx Global Agri(FTAG.US)

U.S. Energy Secretary Invokes Defense Production Act to Resume Offshore Drilling

Wheat & Cattle Key Levels For The Week

2 Stocks to Buy to “Future-Proof” Your Portfolio

Calydon Capital Raises Position in Bunge Global SA $BG

Is It Too Late To Consider Nutrien (TSX:NTR) After Its Strong 1-Year Share Price Run?