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Memory and silicon photonics shortages run through 2030, and Micron, Coherent and Tower Semiconductor sit on the supply side of an AI buildout under strain.
GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company’s backlog could hit the $200 billion mark “very early” in 2027, sooner than Wall Street had expected. The company expects the “strong and durable demand” to drive accelerated growth after its backlog had reached $167 billion at […]
Valero Energy Corporation (NYSE:VLO) has been on a strong rally, posting gains of over 140% since the beginning of 2026. The strong performance is fuelled by an unusually sharp surge in global refining margins as the ongoing disruptions have significantly reduced the world’s refining capacity and tightened supplies of gasoline, diesel, and jet fuel. While […]
After this year's brutal sell-off, Joby looks poised for a rebound.
On September 14, NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc. (NYSE:D) announced a “transformational” Virginia benefits package to address concerns regarding their proposed $66.8 billion merger. The Virginia supplier program, worth up to $1 billion annually for five years, will direct spending toward contractors, suppliers, and service providers in the state. Additionally, the companies […]
Reaching $1.95 million was a milestone one 35-year-old could hardly believe. They are single, have no children and said they have no plans to marry or have kids. But with potentially more than 50 years ahead of them, they aren’t...
The advice came with a condition: insure anything you could not comfortably afford to replace out of your own pocket.
Enbridge Inc. (NYSE:ENB) has declined by around 17% since hitting its record high in May, likely as a result of rising bond yields, lack of visibility on the company’s 5% growth guidance through the end of the decade, and the recently closed equity offering intended to fund the midstream operator’s strategic acquisitions. However, BMO Capital […]
Significant optimism is already baked into SpaceX stock.
NextEra Energy, Inc. (NYSE:NEE) announced on September 8 that it had secured a loan of up to $1.9 billion from the U.S. Department of Energy to support the restart of a shuttered nuclear power plant in Iowa. The Duane Arnold Energy Center ceased operations in 2020 after 45 years of service. The plant is now […]
Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries. The stock has delivered gains of over 23% since the beginning of 2026 and even hit its all-time high earlier in March, driven primarily by soaring oil prices and solid earnings amid supply disruptions in the […]
Caterpillar is in an excellent position as hyperscalers rush to spend capital on their AI build-outs.
Chevron Corporation (NYSE:CVX) is about to significantly expand its operations in Venezuela. The company’s CFO, Eimear Bonner, revealed at a Barclays conference on September 8 that the American oil giant plans to more than double the number of oil rigs it operates in the country as part of its five-year plan to increase output. The […]
The retailer is seeing a shift it can’t afford to ignore
AI hardware went from tech niche to geopolitical bargaining chip almost overnight, as Nvidia CEO Jensen Huang now shapes how President Trump talks about regulation, export fees, and China trade. That power shift creates real ripple effects for companies exposed to these talks. Read on to see how three US listed hardware stocks tied to AI chips and datacenter gear are plugged into this story, and why those links could matter for your portfolio. The stocks covered below are just a small slice...
Cloudflare has delivered very strong share price gains over the past few years, which puts a spotlight on what investors are now paying for each dollar of its sales. With the stock still tied to expectations for its role in internet security and web performance, the key issue is how that price compares with the revenue the business currently generates. Over the past 3 years the stock has returned around 460%, which puts a lot of weight on whether the revenue base can support that kind of...
Twilio has delivered a powerful share price run, and the question now is whether that surge can be backed up by the cash the business is expected to generate over time. With the stock heavily in focus, the core issue is how today’s valuation lines up against its Discounted Cash Flow (DCF) based view of intrinsic value. Over the past 3 years the stock has returned 311.3%, which puts a lot of future cash flow expectations under the microscope. Fresh investment in AI-powered customer engagement...
Phillips 66 (NYSE:PSX) has almost doubled in value since the beginning of 2026, propelled by the high refining margins amid the US-Iran war, which has significantly reduced the world’s refining capacity and tightened supplies of gasoline, diesel, and jet fuel. With PSX currently trading near its all-time high, investors are beginning to question whether the […]
Key TakeawaysOn Kinder Morgan’s second quarter 2026 call, the company declared a quarterly dividend of $0. 2975 per share, an annualized $1.
Baker Hughes Company (NASDAQ:BKR) raised its 2026 financial guidance on September 9, reflecting the impact of its $13.6 billion acquisition of Chart Industries, a global manufacturer and servicer of highly engineered equipment focused on the industrial gas and clean energy markets. The oilfield services company now expects revenue of $28.50 billion to $30.30 billion in […]
Wells Fargo has lowered its year-end 2026 S&P 500 target to 7,700 from 7,950, citing concerns about equity valuations, investor positioning and liquidity conditions. The firm now forecasts potential near-term downside of 5% to 10%.
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market and more than doubled in value since the beginning of 2026. The stock is currently trading near its all-time high, propelled by an unusually sharp jump in global refining margins as the ongoing disruptions have significantly reduced the global refining capacity and tightened supplies of […]
The S&P 500 hasn't been this expensive since the dot-com internet bubble in the late 1990s.
BlackRock’s Jacobs argued Bitcoin still serves as a portfolio diversifier despite institutional adoption.
While gold trades roughly flat YTD, Coeur Mining, Alamos Gold, and Wheaton Precious Metals have outperformed, boosted by strong earnings, free cash flow, and rising dividends.
The leading network airline is a very different business from what it was a decade ago, and it might be time for the market to rerate its stock.
Key TakeawaysAtlassian stock has climbed 132% since mid-June, moving from roughly $83 to $192. 02 by September 18, after a run of AI-driven software earnings beats flipped the sector’s disruption narrative into a tailwind story.
Ciena has unveiled its ambitious 2029 targets aiming for 30% CAGR growth through 2029.
Oracle’s chief reveals what the AI productivity boom is missing
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