Oil & Gas

Business

Plains All American Doubles Down on Crude with EPIC Pipeline Deal, Sparking Investor Debate

Plains All American Pipeline's strategic pivot—selling its Canadian NGL unit for $3.8 billion to fund the acquisition of the EPIC Crude Oil Pipeline—has sharpened its focus on oil transportation. While a 10% distribution hike signals confidence, analyst downgrades and heightened options volatility ahead of earnings reveal deep divisions over the company's risk-reward profile.

Jan 30, 2026

Business

Liberty Energy Navigates Market Turbulence, Bets Big on Power Infrastructure Expansion

Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.

Jan 30, 2026

Business

Asian Markets Retreat as Wall Street's Wild Ride Casts a Shadow

Asian equities broadly declined on Friday, taking cues from a volatile U.S. session marked by a historic plunge in Microsoft shares. The sell-off extended to commodities, with oil and precious metals also losing ground.

Jan 30, 2026

Business

CNX Resources Charts Steady Course Through 2026, Eyes Long-Term Demand Over Short-Term Price Spikes

In its Q4 2025 earnings call, CNX Resources outlined a disciplined capital strategy for 2026, emphasizing operational resilience amid severe weather and providing updates on its deep Utica shale program, RNG initiatives, and hedging posture. Management signaled a focus on long-term infrastructure catalysts rather than chasing volatile spot gas prices.

Jan 30, 2026

Business

Dividend Showdown: Energy Transfer's High Yield vs. Enterprise Products' Steady Hand

As income investors look toward 2026, a stark choice emerges between Energy Transfer's tempting 7.1% yield and Enterprise Products Partners' quarter-century record of reliable payouts. We examine the risk-reward calculus behind the numbers.

Feb 3, 2026

Business

Analysts See Crypto Winter Thawing: Bitcoin's $60K Floor Holds Key to Recovery

Compass Point Research suggests the prolonged cryptocurrency downturn may be nearing its end, with Bitcoin finding a potential bottom around $60,000-$68,000 unless broader market turmoil intervenes.

Feb 3, 2026

Business

Monarch Casinos Set to Report Q4 Earnings Amid Slowing Growth Forecast

Monarch Casinos & Resorts (MCRI) will release its fourth-quarter financial results after Wednesday's market close, with analysts projecting modest revenue growth but heightened scrutiny on its high-end gaming segment performance.

Feb 3, 2026

Business

IDEX Earnings on Deck: Analysts Eye Modest Growth Amid Sector Momentum

Industrial manufacturer IDEX (IEX) is set to release its quarterly results Wednesday morning, with Wall Street anticipating a slight revenue increase. The report comes amid a broader rally in fluid and gas handling stocks.

Feb 3, 2026

Business

GE Vernova's Power Play: How a Spinoff Became a $180 Billion Energy Juggernaut

Since its separation from General Electric, GE Vernova has seen its stock surge nearly 400%, fueled by a powerful mix of steady cash flow from gas turbines and explosive growth in grid electrification. We examine the complex investment thesis behind this energy sector standout.

Feb 3, 2026

Business

Devon and Coterra Forge a U.S. Shale Giant: Merger Aims for $1B in Savings and Massive Shareholder Returns

Devon Energy and Coterra Energy have unveiled their all-stock merger, positioning the combined entity as a dominant, multi-basin U.S. shale operator. The deal promises $1 billion in annual synergies, a $5 billion-plus buyback program, and enhanced resilience in volatile markets.

Feb 3, 2026

Business

From Bed Bath to Blockchain: A Retail Phoenix Bets Its Future on Tokenized Assets

Emerging from bankruptcy ashes, the 52-year-old Bed Bath & Beyond brand is executing a radical pivot, acquiring Tokens.com to build a platform for tokenized real estate and asset-backed finance—a stark departure from its big-box retail roots.

Feb 3, 2026

US

EU's Revised 2035 Climate Rules Could See Electric Vehicle Sales Drop to 50%, Advocacy Group Warns

Brussels-based clean transport group Transport & Environment warns that the European Commission's proposed easing of 2035 emissions targets may allow combustion-engine cars to make up half of new sales, marking a significant retreat from earlier climate ambitions.

Feb 3, 2026

Business

Devon and Coterra Forge U.S. Shale Giant in $1B Synergy, $5B Buyback Deal

Devon Energy and Coterra Energy announce a strategic, all-stock merger to create a dominant multi-basin U.S. shale operator. The combined entity, centered on the prolific Delaware Basin, targets $1 billion in annual synergies and over $5 billion in shareholder returns, promising enhanced scale and capital efficiency.

Feb 3, 2026

Business

Woodward Soars on Strong Aerospace Demand, Announces China On-Highway Exit

Woodward (WWD) kicked off fiscal 2026 with robust earnings, driven by a surge in aerospace services and industrial sales. The company raised its full-year outlook but cautioned on supply chain pressures and announced a strategic wind-down of its volatile China On-Highway business.

Feb 2, 2026

Business

Woodward Soars on Strong Aerospace and Industrial Demand, Raises Full-Year Outlook

Woodward, Inc. (WWD) kicked off fiscal 2026 with robust first-quarter results, driven by exceptional performance in commercial aerospace services and broad-based industrial growth. The company reported a 29% year-over-year sales increase and a 54% jump in EPS, prompting an upward revision to its annual guidance.

Feb 2, 2026

Business

Hess Midstream Shares Trade at Steep Discount: Is the Market Overlooking a Pipeline Giant?

Despite a challenging year for its stock price, a deep dive into Hess Midstream's financials suggests the midstream operator may be significantly undervalued. Our analysis examines the cash flow story behind the recent share price weakness and what it means for investors.

Feb 2, 2026

Business

Merck Bets on Precision Oncology with Strategic Eikon Investment and Guardant Health Alliance

Merck & Co. is laying the groundwork for its future in oncology beyond Keytruda, announcing a strategic investment in biotech Eikon Therapeutics and a major collaboration with diagnostic leader Guardant Health. The moves signal a targeted, partnership-driven strategy to bolster its pipeline and diagnostics capabilities in the competitive cancer therapy market.

Feb 2, 2026

Business

Chicago's Metropolitan Capital Bank Collapses, Marking First U.S. Bank Failure of 2026

For the second consecutive year, a Chicago-based financial institution has become the nation's first bank to fail. Regulators shuttered Metropolitan Capital Bank & Trust on Friday, citing unsafe practices and depleted capital. The FDIC swiftly arranged for Detroit's First Independence Bank to assume most deposits and assets, ensuring customer funds remain secure.

Feb 2, 2026

Business

Palantir Earnings Preview: Options Market Bets on Rebound After Recent Slide

Despite Palantir shares trading below $150 ahead of its Q4 report, derivatives activity and analyst commentary point to expectations for a significant post-earnings recovery, driven by sustained commercial and government contract momentum.

Feb 2, 2026

Business

Chicago's Metropolitan Capital Bank Fails, Marking Second Consecutive Year of Early U.S. Banking Collapse

For the second year running, a Chicago financial institution has become the nation's first bank failure. Regulators shuttered Metropolitan Capital Bank & Trust on Friday, citing unsafe practices and depleted capital. The FDIC facilitated a swift takeover by Detroit's First Independence Bank, ensuring depositors are protected.

Feb 2, 2026