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Sempra (SRE) Just Locked In Two Decades of LNG Demand
Insider Monkey7d agoneutral
Sempra (SRE) Just Locked In Two Decades of LNG Demand

On September 14, Sempra Infrastructure, a subsidiary of Sempra (NYSE:SRE), signed a 20-year deal to sell roughly 0.8 million tonnes of liquefied natural gas a year to Petrobras, marking the first time a South American company has signed on as an LNG customer. The gas will flow from Port Arthur LNG Phase 2, a Texas […]

The Next Frontier For Autonomous Vehicles is Burying Your Garbage
The Wall Street Journal7d agoneutral
The Next Frontier For Autonomous Vehicles is Burying Your Garbage

Abrin Vasquez remotely pilots a Caterpillar dozer spreading trash across an Arizona landfill. Inside a cool, dimly lighted trailer where the quiet is broken mostly by the crackle of radio traffic, Abrin Vasquez drives a 40-ton bulldozer hundreds of yards away. Vasquez is remotely piloting a Caterpillar dozer spreading trash across the Marana Regional Landfill near Tucson, Ariz. He used to be out in the heat running the machine from the cab, a potentially dangerous job in the landfill’s rough, trash-filled terrain.

3 Stocks Linked To California Wealth Tax Spending Investors Should Watch
Simply Wall St.7d agoneutral
3 Stocks Linked To California Wealth Tax Spending Investors Should Watch

California’s proposed one-time 5% wealth tax on billionaires has turned the state into a live experiment in how far governments might go in taxing extreme fortunes. That debate is not just political theatre. It could reshape where capital flows, which projects get funded, and which stocks feel the tailwind from as much as US$100b of potential new public spending. This article picks out three companies whose businesses are directly exposed to that story and explains how each could be...

Iovance Biotherapeutics (IOVA) Is Up 19.2% After Record Q2 Amtagvi Revenue And TIL Pipeline Expansion
Simply Wall St.7d agoneutral
Iovance Biotherapeutics (IOVA) Is Up 19.2% After Record Q2 Amtagvi Revenue And TIL Pipeline Expansion

Iovance Biotherapeutics recently reported record second-quarter results, generating nearly US$100 million in revenue with a 56% margin, while rapidly expanding access to its Amtagvi TIL therapy across more authorized treatment centers and broader payer coverage. At the same time, the company is pushing its TIL platform beyond melanoma into lung, sarcoma, and endometrial cancers, and advancing genetically modified TIL and engineered IL-2 programs that could materially reshape its long-term...

Oklo (OKLO) Stock Sees Fair Value Cut As Analysts Weigh Growth Against Execution Risk
Simply Wall St.7d agoneutral
Oklo (OKLO) Stock Sees Fair Value Cut As Analysts Weigh Growth Against Execution Risk

Oklo’s updated fair value estimate has shifted to US$78.69 from US$88.63, which puts a fresh spotlight on how analysts are framing the stock today. The change comes alongside research that highlights long term growth potential but also focuses on execution risk, capital intensity, and a wide spread in price targets as first of a kind projects move forward. As you read on, you will see how these moving parts shape the evolving Oklo story and what to watch next in the analyst narrative. Stay...

Delivery Outlook Shows Tesla (TSLA)’s Core Business Under Pressure. Its Next Growth Engine Must Deliver
Insider Monkey7d agoneutral
Delivery Outlook Shows Tesla (TSLA)’s Core Business Under Pressure. Its Next Growth Engine Must Deliver

Goldman Sachs has cut its delivery forecast for Tesla, Inc. (NASDAQ:TSLA) while citing weaker sales trends across the company’s most important markets. The investment bank slashed its Q3 delivery forecast to 435,000 vehicles from 490,000. It also lowered its Q4 delivery forecast to 475,000 vehicles from 515,000. The question now is whether Tesla’s demand weakness […]

3 US Stocks That Could Gain If Buyers Shift Away From India
Simply Wall St.7d agobullish
3 US Stocks That Could Gain If Buyers Shift Away From India

A new US law that could slap tariffs of up to 100% on imports from big buyers of Russian energy, including India, suddenly puts long trusted trade routes in question and opens the door for alternative suppliers. That shift creates a potential opening for US-focused stocks exposed to this news, and investors who ignore it risk missing a meaningful realignment in global sourcing. This article examines the law’s potential ripple effects and highlights 3 stocks from the screener that could be...

Is Regal Rexnord (RRX) Trading At A Discount To Cash Flow?
Simply Wall St.7d agoneutral
Is Regal Rexnord (RRX) Trading At A Discount To Cash Flow?

Regal Rexnord has delivered a 13.7% gain over the past 5 years, yet its recent pullback raises a simple question for you as an investor. Is the current share price of US$148.05 adequately explained by the cash flows the business is expected to generate? A 13.7% return over 5 years puts real money on the line for holders, so the crucial issue is whether those cash flows still justify staying invested at today's level. Regal Rexnord's ability to turn earnings into cash, and decide how much of...