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Bloom Energy (BE) Unveils a New Power Play for the AI Boom
Insider Monkey6d agoneutral
Bloom Energy (BE) Unveils a New Power Play for the AI Boom

Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply continuous direct current to the next generation of AI data centers. These solid-oxide fuel cells can generate continuous 800V DC power natively, rather than producing AC power that then has to […]

Exxon (XOM) Eyes a Return to Venezuela After Nearly Two Decades Away
Insider Monkey6d agoneutral
Exxon (XOM) Eyes a Return to Venezuela After Nearly Two Decades Away

A Wall Street Journal report on September 16 revealed that ExxonMobil Holdings Corporation (NYSE:XOM) is nearing a preliminary agreement with Venezuela’s state-owned PDVSA, potentially marking its return to the country almost two decades after its assets were nationalized. According to Reuters, Exxon has shown interest in the large Petromonagas heavy oil project in the Orinoco […]

BMO Sees Phillips 66 (PSX) Breaking into New Highs
Insider Monkey6d agoneutral
BMO Sees Phillips 66 (PSX) Breaking into New Highs

Phillips 66 (NYSE:PSX) has been on a strong rally this year, posting gains of over 110% since the beginning of 2026. The outperformance has been driven by an unusually sharp surge in global refining margins amid the war in the Middle East, which has significantly tightened the world’s refining capacity and reduced supplies of gasoline, […]

Centrus Energy (LEU) Lands New HALEU Deal with Antares
Insider Monkey6d agoneutral
Centrus Energy (LEU) Lands New HALEU Deal with Antares

Centrus Energy Corp. (NYSE:LEU) reported on September 17 that it had signed a multi-year contract to supply high-assay low-enriched uranium (HALEU) to Antares Nuclear, with deliveries expected to begin before the end of the decade. Although financial terms were not disclosed, the deal includes prepayments from Antares to help fund Centrus’ expanded HALEU capacity. The […]

Transocean (RIG) Scores an $80 Million Deepwater Contract in Africa
Insider Monkey6d agoneutral
Transocean (RIG) Scores an $80 Million Deepwater Contract in Africa

Transocean Ltd. (NYSE:RIG) received a boost on September 15 when the company announced that it had secured an approximately $80 million contract for its Deepwater Conqueror ultra-deepwater drillship in Equatorial Guinea. The estimated 170-day campaign with an undisclosed operator is expected to begin next year, directly following the rig’s current contract in the US Gulf. […]

Why India's Big Tech Companies Are Betting on Hyderabad
Bloomberg6d agoneutralVIDEO
Why India's Big Tech Companies Are Betting on Hyderabad

Hyderabad has spent decades building the talent, infrastructure and business climate to compete with Bangalore, attracting major tech firms while becoming a hub for life sciences. But AI now threatens some of the lower-cost IT work that helped fuel its rise. The test is whether Hyderabad can use its talent base to move from supporting global innovation to creating more of its own. This version corrects a map of India.

Musk Says NVIDIA (NVDA) AI Chips Are Headed to Space With SpaceX (SPCX) Next Year
Insider Monkey6d agoneutral
Musk Says NVIDIA (NVDA) AI Chips Are Headed to Space With SpaceX (SPCX) Next Year

Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together. In a post on X dated September 13, Musk stated that he is “highly confident” that Space Exploration Technologies Corp. (NASDAQ:SPCX) will transport NVIDIA Corporation (NASDAQ:NVDA) Vera Rubin NVL72 AI computers into orbit next year, repeating […]

Howmet Aerospace (HWM) Stock Sees Modest Fair Value Lift As Analysts Raise Targets
Simply Wall St.6d agoneutral
Howmet Aerospace (HWM) Stock Sees Modest Fair Value Lift As Analysts Raise Targets

The fair value price target for Howmet Aerospace has shifted from US$325.93 to US$337.74 per share, based on updated modeling of the company. Recent analyst research, including new initiations and higher targets in the US$320 to US$375 range, links these changes to fresh views on execution, demand, and competitive developments tied to SpaceX and GE Aerospace. Read on to see how this evolving narrative might shape your own view of Howmet Aerospace over time. Stay updated as the Fair Value for...

Is Terex (TEX) Still Undervalued Following Its Morgan Stanley Laguna Conference Appearance?
Simply Wall St.6d agoneutral
Is Terex (TEX) Still Undervalued Following Its Morgan Stanley Laguna Conference Appearance?

Terex (TEX) is set to present at Morgan Stanley's 14th Annual Laguna Conference on September 15, 2026, an investor-focused event that highlights recent share performance and valuation metrics. Recent trading tells a mixed story for Terex. The 1 day share price return of 2.00% comes after a 30 day share price return that is down 11.19% and a 90 day share price return that is down 14.36%. At the same time, the 1 year total shareholder return of 14.94% and 5 year total shareholder return of...

United Rentals (URI) Lifted Guidance On Stronger Demand, Is It Still Below Fair Value?
Simply Wall St.6d agoneutral
United Rentals (URI) Lifted Guidance On Stronger Demand, Is It Still Below Fair Value?

United Rentals guidance shift and conference spotlight United Rentals (URI) heads into Morgan Stanley's Laguna Conference after lifting its guidance on stronger than expected construction equipment rental demand, with specialty operations and large project activity drawing fresh attention from investors. Management has pointed to a solid queue of big jobs and heavier use of its specialty fleet as key drivers, while also stressing the role of technology and AI in tightening service quality and...

DoorDash (DASH) Becomes Official On Demand Delivery Partner Across North America
Simply Wall St.6d agoneutral
DoorDash (DASH) Becomes Official On Demand Delivery Partner Across North America

DoorDash (NasdaqGS:DASH) has been named the Official On Demand Delivery and Pick Up Partner of the NHL across North America. The multiyear agreement covers both the United States and Canada and includes exclusivity within the on demand delivery category. DoorDash branding will appear during nationally televised NHL games, major league events and across league digital platforms throughout the season. Co branded promotions are scheduled to run during the regular season and the Stanley Cup...

American Electric Power Company (AEP) Files Updated Niagara Project Documents With FERC
Simply Wall St.6d agoneutral
American Electric Power Company (AEP) Files Updated Niagara Project Documents With FERC

American Electric Power Company (NasdaqGS:AEP) has filed updated technical and digital documentation for the Niagara Project with FERC. The submission covers refreshed engineering details and digital system information tied to the Niagara Project's regulatory review. The new materials support ongoing federal oversight of the Niagara Project as part of the broader approval and compliance process. The fresh Niagara Project filing is useful context, but investors should weigh it alongside...

Visa Moves to Close Meme Coin Credit Card Rewards Loophole
decrypt6d agoneutral
Visa Moves to Close Meme Coin Credit Card Rewards Loophole

After banks lost their push for tighter stablecoin rules in the failed Clarity Act, JP Morgan scored a narrower win as Visa moves to stop meme coin purchases from being coded as ordinary "digital media" and earning card rewards.

How Crypto Blew Its Big Moment
The Wall Street Journal6d agoneutral
How Crypto Blew Its Big Moment

A landmark bill meant to usher digital assets into mainstream finance collapsed last week in the Senate following a high-stakes clash between the banking lobby, congressional negotiators and crypto power brokers. Coinbase CEO Brian Armstrong exercised de-facto veto power over key provisions of the Clarity Act, repeatedly opposing restrictions on interest-like token rewards and frustrating allies on both sides of the aisle. Between intense pushback from Wall Street bankers and Democratic scrutiny over President Trump’s $1.4 billion in crypto income, the industry squandered its clearest opportunity yet for a federal regulatory framework.

Targa Resources (TRGP) Gets a Fresh Vote of Confidence from TD Cowen
Insider Monkey6d agoneutral
Targa Resources (TRGP) Gets a Fresh Vote of Confidence from TD Cowen

Targa Resources Corp. (NYSE:TRGP) has significantly outperformed the wider market this year, posting gains of over 56% since the beginning of 2026. A major catalyst behind this growth was the 20-year fee-based agreement that the company signed with ExxonMobil last month. While there are concerns that the stock’s rally may have topped out, the analysts […]

Morgan Stanley Sees Marathon Petroleum (MPC) Breaking into New Highs
Insider Monkey6d agoneutral
Morgan Stanley Sees Marathon Petroleum (MPC) Breaking into New Highs

Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market this year, supported by an unusually sharp surge in global refining margins as the prolonged Iran crisis has significantly tightened global refining capacity and reduced supplies of gasoline, diesel, and jet fuel. With Marathon up by over 150% since the beginning of 2026, there are […]