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Sempra (SRE) Adds a 20-Year LNG Agreement. How Much Commercial Risk Does it Remove?
Insider Monkey9d agoneutral
Sempra (SRE) Adds a 20-Year LNG Agreement. How Much Commercial Risk Does it Remove?

Sempra (NYSE:SRE) added a long-term customer commitment on September 14, when its infrastructure subsidiary announced a 20-year sales and purchase agreement with Petróleo Brasileiro S.A. – Petrobras (NYSE:PBR). The agreement covers approximately 0.8 million tonnes annually of liquefied natural gas, or LNG. Supply will come from the subsidiary’s contracted liquefaction capacity at Port Arthur LNG […]

Boost Run (BRUN) Following The AI Infrastructure Buildout Narrative Looks Undervalued
Simply Wall St.9d agoneutral
Boost Run (BRUN) Following The AI Infrastructure Buildout Narrative Looks Undervalued

Boost Run (BRUN) has caught investor attention after recent trading moves, with the share price last closing at $17.27. Short term gains sit against a mixed pattern over the past month and the past three months. Recent trading in Boost Run points to short term momentum building again, with a 1-day share price return of 3.54% and a 7-day share price return of 3.85%, even though the 90-day share price return is down 50.24% and the 1-year total shareholder return is 48.37%. Scan how Boost Run...

Why Is Elbit Systems (TASE:ESLT) Rebranding Its U.S. Business As Twenty Six Defense?
Simply Wall St.9d agoneutral
Why Is Elbit Systems (TASE:ESLT) Rebranding Its U.S. Business As Twenty Six Defense?

Elbit Systems (TASE:ESLT) has rebranded its U.S. operating segment as Twenty-Six Defense, targeting the domestic American defense market. The new Twenty-Six Defense banner is intended to highlight U.S. industrial capacity and onshore production for defense customers. Elbit Systems links the rebrand to closer alignment with U.S. national security priorities and government focus on localized manufacturing. The Twenty-Six Defense shift toward a U.S. centric identity is an important context for...

Lexicon Completes SONATA-HCM Enrollment, Eyes 2027 Sotagliflozin Data
MarketBeat9d agoneutral
Lexicon Completes SONATA-HCM Enrollment, Eyes 2027 Sotagliflozin Data

Lexicon Pharmaceuticals (NASDAQ:LXRX) said it has completed enrollment in its Phase III SONATA-HCM study of sotagliflozin in hypertrophic cardiomyopathy, with topline data expected in the first quarter of 2027. Speaking at the H.C. Wainwright 28th Annual Global Investment Conference, Chief Executiv

U.S.-China Summit, PMI and Other Can't Miss Items this Week
Barchart9d agobearish
U.S.-China Summit, PMI and Other Can't Miss Items this Week

Markets enter a diplomatically significant week as China's President Xi Jinping arrives in Washington September 23 for historic summit meetings September 24. The summit addresses critical trade, technology, and geopolitical issues including tariffs, AI competition, and Taiwan tensions.

Bloom Energy (BE) Unveils a New Power Play for the AI Boom
Insider Monkey9d 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 Monkey9d 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 Monkey9d 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 Monkey9d 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 Monkey9d 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
Bloomberg9d 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 Monkey9d 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 […]