News for February 4, 2026

Send us Fan MailWe start off looking at dairy export numbers and the surging exports of cheese and butter to help offset the rise in production. We then turn to the beef market and take a look at slaughter numbers through this year compared to last. Long story short, slaughter numbers and beef production are down significantly from last year, even though cattle are still getting bigger. We wrap up with a look at AI stocks where it's coming down to opportunities to turn profits with all of the investments.