Tyson Foods Inc（TSN）資訊與事件TSNTyson Foods Inc

Major Averages Surge at Noon, Nasdaq Up 1.34%

The major averages were sharply higher near noon as Treasury yields pulled back after Federal Reserve Governor Christopher Waller said he would be "inclined to support" maintaining interest rates where they are, barring any major development from upcoming inflation data.Meanwhile, geopolitical tensions in the Middle East remain, as the war between the U.S. and Iran featured new attacks around the Persian Gulf, pushing crude prices higher. Oil prices were up about 1% near noon.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:NvidiaHugging Face for $12.9BBroadcomreportedand provided its outlook for Q4 and FY27HP Enterpriseprovided areport for Q3Snowflakealso provided areport for Q2Campbell'sreportedand reduced its quarterly dividend2. WALL STREET CALLS:Modernato Sell from Neutral at Rothschild & Co RedburnBroadcomto Outperform at MacquarieUltragenyxby at least seven firms after Angelman syndrome study missEnvistato Overweight at JPMorganPG&Eto Hold at Truist3. AROUND THE WEB:Amazonis projecting that it could deliver nine out of every 10 U.S. packages through its own delivery network by 2029, Business Insider reportsSamsung Life is seeking to acquire a 15% stake in Principal Financial, Korea Economic Daily saysActivist Elliott Investment Management has built a "sizeable" stake in Deutsche Telekomand is said to oppose a potential merger of the German telecommunications giant with its American unit, T-Mobile, Bloomberg saysGlobal companies including Volkswagen, Tesla, Nokiaand Amazonhave named businesses blacklisted by western authorities as potentially present in their supply chains, FT reportsThe Trump administration implemented tariffs of up to 100% on drones as it seeks to hinder the Chinese drone industry and bolster domestic manufacturing, NY Times says4. MOVERS:Currence Capitalgains in New York afterwith Mint Incorporationto support the issuer-sponsored tokenizationGalaxy Digitalincreases after Morgan Stanleyon the stock to $48Cienalower after, providing guidance for Q4, and raising its outlook for FY26Trip.comfalls in New York after HSBCthe stock to HoldFluence Energydeclines after Barclaysthe stock to Underweight5. EARNINGS/GUIDANCE:Tyson Foodsfor FY26Toro Companiesand raised its outlook for FY26Land's End (LE)and provided guidance for Q3 and FY26Wileyand reaffirmed its outlook for FY27Victoria's Secretand raised its outlook for FY26, with CEO Hillary Super calling it "another strong quarter"INDEXES:Near midday, the Dow was up 608.57, or 1.15%, to 53,670.52, the Nasdaq was up 351.36, or 1.34%, to 26,569.18, and the S&P 500 was up 75.35,or 0.98%, to 7,741.95.

Tyson Foods Lowers Fiscal 2026 Outlook to 1.5%-2% Revenue Growth

Tyson Foods updated its fiscal 2026 outlook, reflecting additional pressure in its Beef segment during the fourth quarter. The revised outlook is primarily driven by significant margin compression amid volatile cattle prices and one of the most severe cattle shortages in U.S. history, as well as the expected impact of lower cattle prices on the value of live cattle inventories. As a result, Tyson Foods now expects fiscal 2026 revenue growth of 1.5% to 2.0% and total company adjusted operating income of $1.85B to $2.05B. The company also updated its fiscal 2026 segment operating income (loss), as adjusted, outlook for the following segments: Beef, ($775M) to ($625M); Chicken, $1.85B to $1.95B; and Pork, $200M to $250M, while maintaining previous guidance for Prepared Foods and International segments. "The Beef pressures that have intensified this quarter reflect industry-wide cattle-cycle dynamics that required decisive action," said Donnie King, president and CEO of Tyson Foods. "As announced in August, we are restructuring our Beef network around three strategically located facilities in the central United States to create a more efficient and competitive footprint for the long term. We expect these actions to begin reducing operating cost pressures as we enter fiscal 2027."

Trump Considers Investment in Venezuela's Oil Industry

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.VENEZUELAN OIL:The U.S. is considering taking an ownership stake in Venezuela's oil industry, potentially giving American companies access to a massive resource base, Marc Caputo of Axios. While strategically significant, the production impact would likely take years to materialize, according to two U.S. officials. "President Trump is close to securing America's energy future for generations to come, not just in the U.S. but in the hemisphere," one of the officials says. Publicly traded companies in the space include BP, Chevron, ConocoPhillips, Exxon Mobil, Shelland TotalEnergies.MEAT PROCESSORS:President Donald Trump said in aon Truth social that, "Ranchers and Farmers have always been a number one priority for me. They work very hard, are smart, efficient, and immaculately CLEAN, but for years I have heard that they have had a tremendous problem with the Big Processors, who many say are a nasty Monopoly. There are, essentially, 4 of them, a very non competitive number, and they make life miserable for our wonderful Farmers and Ranchers, and I can't let that happen, can I? So, in order to break this powerful monopoly, with much of its ownership based outside of the U.S., I am authorizing legal documents to be drawn in order to allow Farmers and Ranchers to be given the right to PROCESS THEIR OWN FOOD. This should move quickly. Thank you for your attention to this matter! President DONALD J. TRUMP." Shares of Tyson Foodsand Pilgrim's Pridetraded lower on Friday. Other publicly-traded meat processors include JBSand Smithfield Foods.'HOTTEST' COMPANY:President Donald Trump said in aon Truth Social that, "GREAT NEWS! Micron, one of the 'HOTTEST' Companies in the World, just announced a MASSIVE 10 BILLION DOLLAR Investment in new Research Labs right here in America. They are keeping us at the absolute forefront of A.I. and Advanced Computing! Combined with their previous TREMENDOUS 250 BILLION DOLLAR commitment, they are creating over tens of thousands of Great American Jobs. We are bringing Critical Technologies BACK to the U.S.A. Because of our Great Policies, Companies are investing TRILLIONS. I have made it clear that America will lead the way to a new Golden Age of Science. The results speak for themselves: During my Administration, Companies are investing TRILLIONS of Dollars because they know the United States is the best place in the World to Build, Invent, and Grow. Congratulations to Micron's fantastic CEO, Sanjay Mehrotra. We are strengthening our Economy and WINNING BIG! The Golden Age of America is HERE. MAGA! President DONALD J. TRUMP."OUTSIDE EO:Wells Fargo notes that following the recent foreign inverter ban, the Trump administration issued an Executive Order increasing scrutiny of foreign-sourced grid equipment. While investor concerns are centered on Generac'suse of Baudouin engines in its 2.25-3.25 MW generator platform, the firm believes the company is largely outside the scope of the EO. With that said, Wells awaits DOE guidance to determine the ultimate impact. The firm has an Overweight rating on the shares with a price target of $280.DEAL WITH IRAN:The Trump administration has told mediators it has no interest in going back to the terms of the memorandum of understanding it reached with Iran in June, people familiar with the matter told's Summer Said, Alexander Ward and Benoit Faucon. President Trump is willing to wait and see if a policy of squeezing Iran economically bears fruit, the sources said.FAVOR WITH DEMOCRATS:Some U.S. companies with close ties to President Trump are trying to gain favor with Democrats in case they become targets if Republicans lose control of the House, Annie Linskey and Emily Glazer of The Wall Street Journal. Big tech companies are preparing for congressional and criminal investigators, some advisers, lobbyists, and board members told the Journal. Metaand others are writing big checks for Democrats; Paramount, Kalshi, and others are hiring former Democratic aides to bolster government relations; and Meta and Palantirare among the companies concerned about future requests for information, congressional hearings, and subpoenas, sources told the Journal. Additionally, executives from Amazon, Chevron, Pfizer, UnitedHealthand others attended a summer seminar hosted by the U.S. Chamber of Commerce that focused on "managing potential congressional oversight and investigations," according to documents reviewed by the Journal.AI REGULATOR:The Trump administration's proposed AI self-regulatory body appears to be stalling, suggesting uncertainty around the administration's approach to AI oversight, The Information's Leo Schwartz. A formal framework could still emerge, but the delay reinforces the broader regulatory vacuum as states continue pursuing their own AI rules, according to the report.