Tag
energy stocks
10 articles

Cameco Shares Fall 7.9% on Margin Collapse and Guidance Cut
Uranium producer's gross margin sank to 19.7% from 27.7% as a Key Lake maintenance outage pressured costs, prompting Cameco to narrow 2026 delivery guidance and raise unit cost expectations.
Cheniere Energy: From Pre-Revenue Project to $56B LNG Powerhouse
Cheniere Energy (NYSE: LNG) has surged 71% year to date, transforming from a debt-laden startup into the world's second-largest LNG exporter with $8.75B-$9.25B in guided EBITDA.

Sunoco LP Trades at 40% Discount to Sector; Earnings Catalyst Nov. 3
SUN trades at 6.93 forward P/E versus 11.52 for the energy sector despite forecasts for 359 percent EPS growth this quarter and 365 percent full-year growth.
Energy Stocks: 4% Yields Plus Growth—Which Names Deliver Both
Integrated energy firms combining stable dividends with renewable expansion offer a rare dual-return setup; here's how to evaluate which ones can sustain it.
ExxonMobil Set for Outsized Dividend Raise on $40B Buyback and $89 Brent Crude
With $145 billion in projected surplus cash flow and oil prices 37 percent above guidance, the energy giant could exceed Wall Street's $0.03-$0.04 per share expectation.
Peter Thiel's $76M Vista Energy Stake Makes Argentine Shale His Second-Biggest Stock Position
Thiel Macro LLC disclosed nearly 1.2 million Vista shares in an SEC filing, making the Argentine oil exporter the fund's second-largest holding behind only Amazon.
Iran Nuclear Talks Could Strip $10 Risk Premium From Oil, Hit XOM and CVX
Diplomatic progress on uranium stockpile within 60 days may remove geopolitical premium from crude, pressuring U.S. energy majors
Oil Retreats on Iran Ceasefire: Energy Majors Face Downward Revisions
A fragile extension of the Iran ceasefire agreement is pressuring crude prices lower, prompting a re-evaluation of U.S. energy sector equities and their earnings outlooks.

Geopolitical Undercurrents Drive Sector Reallocation as Broader Market Rallies
Despite escalating Middle East tensions, U.S. equities surged, with investors re-evaluating defense and energy plays amidst a strong tech performance.

Griffin's Hormuz Warning Puts U.S. Equities on Edge: Energy Stocks Set to Surge
Citadel CEO Ken Griffin warns a prolonged closure of the Strait of Hormuz would trigger an unavoidable global recession, signaling significant volatility ahead for U.S. equity markets.