24/7 Wall Street
25 Sept 2026, 13:40 UTC · 1h ago
Verdict
Headline takes no side. We score ADM +0.60 across four claims — strongly bullish.
+0.60strongly bullish
More positive than 75% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 1 new · 3 priced in
Treasury Secretary Scott Bessent announced the U.S.-China trade truce will be extended by two months into early next year.
Newpublished 2026-09-25
So whatThe extension pushes the previous November expiry date into January 2027, delaying potential tariff volatility for one quarter.
More positive than 78% of claims this week
ADM raised its full-year adjusted EPS guidance to a range of $5.15 to $5.60 from $4.15 to $4.70.
Continue reading
5 related stories
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
Priced inanalysis of most recent earnings call
So whatThe new guidance represents an approximate 24% to 19% increase over the prior EPS floor.
More positive than 65% of claims this week
Nvidia guides $108 billion ±2% for next quarter, assuming zero China Data Center revenue.
Priced inanalysis of prior guidance
So whatGrowth is now tethered to the $845 billion projected 2026 domestic AI capex rather than trade policy.
More positive than 52% of claims this week
Deere projects large-agriculture equipment industry sales in the U.S. and Canada to decline 15% to 20% in 2026.
Priced inanalysis of prior guidance
So whatManagement expects 2026 to be the cycle bottom, meaning no recovery in margins or volumes until FY2027.
More negative than 70% of claims this week
Which stocks this story touches
More positive than 75% of ticker scores this week
China is meeting soybean commitments and the company raised its full-year EPS guidance.
More negative than 75% of ticker scores this week
Projects a significant decline in large-ag equipment sales for 2026 and muted farm profitability.
More positive than 59% of ticker scores this week
Beneficiary of soybean trade execution, though less explicitly guided than ADM.
More positive than 54% of ticker scores this week
Strong guidance driven by domestic AI capex makes China trade policy largely irrelevant to its growth.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
24/7 Wall Street
3h ago
−0.5%
Price flat so far
$81.49 vs $81.88 close before publication (Sep 24) · not market-adjusted
ADM chart →
