Energy Merger

Business

Energy Fuels Bets Big on Rare Earths with ASM Acquisition, Aiming to Build a Western Supply Chain Challenger

In a major strategic shift, uranium-focused Energy Fuels announces a deal to acquire Australian Strategic Materials, aiming to create a vertically integrated rare earths producer outside China. The move comes as the company's stock, already on a meteoric rise, faces new questions about its growth trajectory and valuation.

Jan 31, 2026

Business

Bloom Energy Powers Up: Major Deals Fuel AI Data Center Ambitions and Investor Rethink

Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.

Jan 31, 2026

Business

Blue Foundry Bancorp Shareholders Greenlight Merger with Fulton Financial

Shareholders of Blue Foundry Bancorp have voted decisively to approve the company's merger agreement with Fulton Financial Corporation, clearing a critical hurdle in the creation of a stronger regional banking entity.

Jan 31, 2026

Business

NextEra Energy: A Utility-Renewables Hybrid Poised for Long-Term Growth

NextEra Energy's unique dual-business model offers investors the stability of a regulated utility alongside the high-growth potential of its renewable energy arm, positioning it as a key player in powering the AI boom.

Jan 30, 2026

Business

Pinnacle Financial Partners: A Post-Merger Rebound Story Taking Shape for 2026

Despite a 20% slide following its merger with Synovus, Pinnacle Financial Partners (PNFP) now trades at a valuation that may fully price in the risks. With significant cost and revenue synergies on the horizon, analysts see a clear path for earnings growth and a potential re-rating of the stock by 2026.

Jan 30, 2026

Business

Celsius Holdings at a Crossroads: Can the Energy Drink Darling Sustain Its Run Amid Slowing Growth and Rising Promotions?

Diverging analyst views on Celsius Holdings highlight a pivotal moment for the high-flying energy drink stock. While some anticipate strong upcoming earnings, others point to a cooling category, aggressive discounting, and PepsiCo's inventory adjustments as signs of a more challenging road ahead, leaving investors to weigh the brand's resilience against shifting market dynamics.

Jan 30, 2026

Business

Bannerman Energy Shares Surge Ahead of Key Quarterly Update: Is the Uranium Play Still Undervalued?

With its share price up nearly 40% in a month, Bannerman Energy (ASX:BMN) is drawing intense investor scrutiny ahead of its December quarter report and investor webinar. Analysts weigh whether the uranium developer's rally has outpaced fundamentals.

Jan 30, 2026

Business

Atmos Energy's Slowing Returns: A Sign of Stagnation or a Market Mispricing?

Despite significant capital investment, Atmos Energy's return on capital employed (ROCE) remains stagnant at 5.9%, trailing the industry average. This raises questions about the utility's growth efficiency, even as its stock price has soared over 112% in five years.

Jan 30, 2026

Business

Alligator Energy Surges 16.7% as Samphire Uranium Project Advances Toward 2027 Feasibility Study

Shares in Alligator Energy (ASX:AGE) jumped sharply after the company announced key progress at its Samphire uranium project in South Australia, including the launch of a field recovery trial and advancing mining lease approvals, setting the stage for a bankable feasibility study targeted for early 2027.

Jan 30, 2026

Business

Susquehanna Boosts ConocoPhillips Target to $115 Amid Shifting Energy Landscape

Analysts at Susquehanna have raised their price target for ConocoPhillips (COP) to $115, citing a positive long-term outlook despite near-term headwinds from oversupply and soft demand. The independent energy giant also stands out for its robust dividend yield.

Jan 30, 2026

Business

Cheniere Energy Announces Quarterly Dividend Amid LNG Market Strength

The leading U.S. liquefied natural gas exporter, Cheniere Energy, has declared a quarterly cash dividend of $0.555 per share, reinforcing its commitment to shareholder returns even as analysts adjust near-term price targets.

Jan 30, 2026

Business

CN's Robinson Casts Doubt on UP-NS Merger Viability, Demands 'Significant' Concessions

Canadian National CEO Tracy Robinson has delivered a stark assessment of the proposed Union Pacific-Norfolk Southern merger, stating the railroads have "a long way to go" to satisfy regulatory concerns. In CN's earnings call, she criticized the application for failing to address competitive harms and warned of impacts on shippers, setting the stage for a contentious review process.

Jan 30, 2026

Business

Musk's Empire Consolidation: Tesla-SpaceX Merger Talks Emerge Amid Industry Shifts

Reports suggest Elon Musk is exploring a merger between Tesla and SpaceX as the EV maker pivots to AI, while Chinese automakers gain record European market share and regulatory battles intensify.

Jan 30, 2026

Business

Enphase Energy Announces Restructuring and New Storage Partnership Amid Investor Scrutiny

Enphase Energy unveils a strategic restructuring involving workforce reductions and a new home battery partnership, as the solar technology firm navigates a challenging market and mixed investor returns.

Jan 30, 2026

Business

TD Cowen Initiates Coverage on Constellation Energy with Buy Rating, Sees Upside to $440 on Calpine Synergies

TD Cowen has launched coverage of Constellation Energy (CEG) with an optimistic Buy rating and a $440 price target, highlighting strategic benefits from its recent Calpine acquisition and a favorable outlook for power market dynamics through 2026.

Jan 30, 2026

Business

OGE Energy's Financial Health: A Closer Look at Returns and Rising Debt

OGE Energy Corp. posts a return on equity in line with industry peers, but a deeper dive reveals a reliance on debt that could signal heightened risk for investors in the evolving utilities sector.

Jan 30, 2026

Business

Barclays Cautiously Optimistic on Bloom Energy, Sees Growth Already Factored Into Stock Price

Barclays has initiated coverage on Bloom Energy (NYSE: BE) with an 'Equal Weight' rating and a $153 price target, citing strong fundamentals but suggesting the market has already priced in its near-term growth trajectory, particularly from AI data center demand.

Jan 30, 2026

Business

Kosmos Energy's High-Stakes Refinancing: A Strategic Pivot or a Costly Gamble?

Kosmos Energy's recent debt tender offer and high-yield bond issuance signal a bold move to restructure its balance sheet. While extending maturities, the strategy comes with significantly higher interest costs, raising questions about the long-term financial trade-offs for the oil and gas explorer.

Jan 30, 2026

Business

Envision Energy Lands Landmark Turbine Deal for Vietnam's First Large-Rotor Offshore Wind Projects

Envision Energy will supply its high-capacity EN-226 turbines for a 128MW nearshore wind cluster in Vietnam, marking a significant step in the country's Power Development Plan VIII and setting a potential benchmark for regional offshore development.

Jan 30, 2026

Business

Hilton Grand Vacations Bets on Bluegreen Merger to Reshape Timeshare Landscape

Hilton Grand Vacations is moving to integrate its recent acquisition of Bluegreen Vacations, a strategic push aimed at achieving cost savings and unlocking cross-selling potential across an expanded resort network. The success of this complex merger is seen as a critical test of HGV's operational prowess and its ability to compete more effectively in the vacation ownership sector.

Jan 30, 2026