American Express reported a 10% revenue surge to $72 billion for 2025, driven by strong premium card demand and disciplined credit. Executives project 9-10% growth for 2026, betting on younger customers and strategic tech investments to sustain momentum.
American Express reported record full-year revenues of $72 billion for 2025, driven by robust card member spending and a strategic shift towards premium products. The company forecasts continued momentum for 2026, targeting 9-10% revenue growth and a significant dividend hike, while navigating a competitive landscape and macroeconomic uncertainties.
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.
Baker Hughes (BKR) is accelerating its pivot beyond traditional oil and gas, securing key roles in a landmark U.S. clean ammonia plant and expanding its stake in long-duration energy storage technology through a deepened partnership with Hydrostor.
Mitsubishi Corporation and U.S.-based Aethon Energy have announced a strategic global alliance aimed at co-developing projects across liquefied natural gas (LNG), carbon capture, geothermal energy, and digital infrastructure, marking a significant step in the Japanese conglomerate's lower-carbon expansion.
Caterpillar Inc. capped off a historic 2025 with record sales and a soaring backlog, but executives signaled a cautious outlook for 2026 as escalating trade tariffs threaten to squeeze margins. The industrial giant's performance was buoyed by robust demand across construction, mining, and a surging data center power market.
The Trump administration has issued a broad license allowing U.S. entities to engage in key oil activities in Venezuela, a major sanctions relief step aimed at jumpstarting the nation's crippled energy industry under its new U.S.-backed leadership.
As Sempra (NYSE: SRE) navigates a massive capital investment cycle for grid modernization and clean energy, investors are scrutinizing whether its current stock price accurately reflects its long-term strategy. We analyze key valuation metrics and the broader market context to assess if the utility giant is fairly valued.
An international nuclear services firm moves forward with plans to seek regulatory approval for new power generation at the long-closed Kewaunee site, potentially revitalizing a key piece of Wisconsin's energy infrastructure.
Equinor's stock has gained ground over the past month, yet a detailed fair value analysis suggests the Norwegian energy giant may be trading at a premium. Investors are weighing strong long-term momentum against future headwinds from the green shift.
Ford Motor Company launches a dedicated energy storage business, Ford Energy, appointing Lisa Drake to lead the charge into the rapidly growing battery storage market, signaling a strategic expansion beyond vehicle manufacturing.
While tech captures headlines, a selection of energy and utility companies present a compelling case for reliable, high-yield dividend income in the coming year, backed by essential infrastructure and evolving demand drivers.
Norwegian energy giant Equinor is selling its onshore shale assets in Argentina's Vaca Muerta formation to local operator Vista Energy, marking a strategic pivot as it doubles down on offshore exploration and core international markets.
American Airlines begins compensating flight attendants left without accommodations during Winter Storm Fern, as the union accuses management of contract violations and calls for accountability.
Ukrainian President Zelenskiy notes a 24-hour pause in targeted Russian strikes on energy grids, yet civilian casualties mount in frontline regions. The reported lull follows a disputed, short-term truce brokered by the U.S., as both sides prepare for talks in Abu Dhabi.
Analysts at Piper Sandler have increased their price target for Permian Basin-focused producer Diamondback Energy (FANG) to $218, maintaining an Overweight rating. The move comes as the firm anticipates solid Q4 results for gas-focused companies, while oil producers navigate a tougher pricing environment.
Barclays raises its price target on NorthWestern Energy Group (NWE) to $62, citing solid quarterly performance and strategic moves, including a pending merger with Black Hills Corporation, as the regulated utility reaffirms its long-term growth outlook.
Enphase Energy, a key player in the home energy management sector, is set to release its quarterly earnings after the bell on Tuesday. Investors are watching closely as the company navigates a shifting market landscape.
Havana denies White House accusations of being a security threat while appealing for constructive talks, as U.S. pressure cuts off vital Venezuelan oil supplies and risks a humanitarian crisis.
U.S. energy firm BKV has completed a $115.1 million transaction to raise its stake in the BKV-BPP Power joint venture to 75%, gaining operational control as it positions to meet surging electricity needs from Texas's booming data center and AI sector.
