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1 Industrials Stock for Long-Term Investors and 2 We Question
StockStory10d agoneutral
1 Industrials Stock for Long-Term Investors and 2 We Question

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 4.5% has fallen short of the S&P 500’s 14% rise.

Equity Overhang Weighs on Constellation Energy (CEG) Despite Solid Core Fundamentals
Insider Monkey10d agoneutral
Equity Overhang Weighs on Constellation Energy (CEG) Despite Solid Core Fundamentals

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Weather-Related Production Disruptions Weigh on Cameco (CCJ)
Insider Monkey10d agoneutral
Weather-Related Production Disruptions Weigh on Cameco (CCJ)

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Marathon Petroleum’s (MPC) Pivotal Role in the Evolving LNG Supply Chain
Insider Monkey10d agoneutral
Marathon Petroleum’s (MPC) Pivotal Role in the Evolving LNG Supply Chain

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Berkshire Stock Peaked the Day Before Warren Buffett Said He'd Step Down as CEO
The Wall Street Journal10d agoneutral
Berkshire Stock Peaked the Day Before Warren Buffett Said He'd Step Down as CEO

Warren Buffett’s decision to step down as chairman of Berkshire Hathaway marks the end of an era on Wall Street. The conglomerate’s stock has yet to recover from the all-time high it hit on May 2 last year, the day before Buffett announced his plan to step down as CEO. Since then, Berkshire’s popular Class B shares have slid 5.7%, versus a 34% rise in the S&P 500.

Coinbase Files to List U.S. Single-Stock Perpetual Futures
The Wall Street Journal10d agoneutral
Coinbase Files to List U.S. Single-Stock Perpetual Futures

Coinbase Global said Friday that it has sought regulatory approval to list perpetual futures tied to individual large-cap U.S. stocks. Perpetual futures, known as “perps,” are speculative derivative contracts that never expire, allowing traders to pile on leverage that amplifies their potential gains and losses. Coinbase plans to list perps tied to roughly 50 to 60 popular stocks such as Apple, Microsoft, Tesla and Nvidia.

Should You Be Optimistic on Cheniere Energy’s (LNG) Long-Term Outlook
Insider Monkey10d agoneutral
Should You Be Optimistic on Cheniere Energy’s (LNG) Long-Term Outlook

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Union Pacific blasts rival railroads’ trackage rights requests
FreightWaves10d agoneutral
Union Pacific blasts rival railroads’ trackage rights requests

Union Pacific CEO Jim Vena is critical of rival railroads’ plans to request trackage rights over a combined UP-Norfolk Southern system. “The idea to give up tracks of your railroad for no reason at all just goes against the fundamental principle of how … business should work,” Vena told an investor conference. Last week BNSF […] The post Union Pacific blasts rival railroads’ trackage rights requests appeared first on FreightWaves.

Portfolio Fit: AIFR
24/7 Wall St.10d agoneutral
Portfolio Fit: AIFR

Most semiconductor ETFs bury foundry exposure under layers of chip designers, equipment makers, and memory producers, which is exactly the problem a new fund called AIFR is built to fix. Whether its narrow foundry mandate justifies a premium fee and serious geopolitical concentration is a harder question than the ticker suggests.

Cloud AI Update - Expanse Revolutionizes AI Efficiency With Precise Resource Allocation
Simply Wall St.10d agoneutral
Cloud AI Update - Expanse Revolutionizes AI Efficiency With Precise Resource Allocation

Expanse has secured $5.3 million in seed funding to advance its AI infrastructure software, which is designed to enhance resource allocation efficiency in AI workloads. The platform predicts the exact computational resources needed before AI tasks are executed, thereby minimizing over-allocation and optimizing GPU, CPU, and memory usage. This development addresses critical inefficiencies, as industry estimates indicate significant percentages of cloud expenditures are wasted due to...

Amazon’s freighter aircraft of the future is the Airbus A330
FreightWaves10d agoneutral
Amazon’s freighter aircraft of the future is the Airbus A330

The aircraft of the future for Amazon Air and its top airline partner is the Airbus A330, but the Boeing 767-300 remains the workhorse of their fleets for now. The post Amazon’s freighter aircraft of the future is the Airbus A330 appeared first on FreightWaves.

1 High-Flying Stock to Target This Week and 2 Facing Headwinds
StockStory10d agoneutral
1 High-Flying Stock to Target This Week and 2 Facing Headwinds

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

Prediction: This Is Where Nvidia Stock Could Be by the End of Next Year
24/7 Wall St.10d agoneutral
Prediction: This Is Where Nvidia Stock Could Be by the End of Next Year

Nvidia shares have already delivered 900% over five years, but a specific multiple applied to a rising earnings estimate points to a price target that Wall Street has not yet penciled in. Here is the math behind the case for NVDA reaching a level that would shock most investors by late 2027.