
ET Stock Rallies Past Industry in a Month: Should You Buy or Hold?
Energy Transfer's 5.9% monthly rally is backed by fee-based cash flows, data-center demand and expansions, but high debt and lower ROE warrant caution.
آخرین اخبار مالی و اقتصادی، تحولات بازار، گزارشها و تحلیلهای بازارهای مالی را در PipVero دنبال کنید.

Energy Transfer's 5.9% monthly rally is backed by fee-based cash flows, data-center demand and expansions, but high debt and lower ROE warrant caution.

I just bought more Treasury Inflation-Protected Securities. Plus, more questions for your adviser about private funds (and happy 96th birthday, Warren Buffett).

Kevin Curtin, JPMorgan AI Infrastructure Investment Banking head, joins 'Squawk on the Street' to discuss the growing backlash to new data centers as tech companies pour billions into the AI buildout.

The S&P/TSX Energy Index jumped 16% in July, emerging as the standout performer in an otherwise subdued Canadian equity market. Despite energy's strong performance, Canadian energy equity ETFs recorded $244 million in net outflows.

The Treasury's expanded secondary sanctions on Iran are overshadowed by its plan to fund buybacks from the TGA, shifting liquidity dynamics. Market reactions to 'Operation Economic Outcast' were muted, with Brent crude falling and equities flat, signaling the Iran risk is already priced in.

Operation Economic Outcast is designed to economically isolate Iran and force Iran to reopen Hormuz and give up its nuclear program. The secondary sanctions are directly targeting China, but China might not fully comply; it has leverage due to its control of rare earth materials.

The SEC has sought information from banks that provided financing to supercharge the hedge fund's AI-centric bets.

Ondas trades at yearly lows, partly due to market confusion and disappointment around a long string of acquisitions. The counter-drone and robotics company is now guiding to 30%+ organic growth with revenues topping $525 million this year. Ondas isn't helping shareholders with aggressive acquisitions and will need to pull back from more deals in order to convince the market the plan is working.

The research group said its consumer confidence index fell to 89.4 from 90.2 in July as expectations for future business and labor market conditions became more pessimistic.

Target shares dropped about 5% in early trading a day after the company apologized for and rolled back a Halloween costume that critics said evoked Blackface and minstrel shows.

Transportadora de Gas del Sur is transitioning from a regulated utility to an integrated infrastructure platform, leveraging Vaca Muerta's growth across the value chain. Q2 2026 results highlight strong operating performance, robust cash flow, and segment growth, especially in liquids production and commercialization. Major projects—the $780M Perito Moreno expansion and the $3B Integrated NGL Project—are underpinned by long-term contracts, regulatory improvements, and strategic location advantages.

Thoma Bravo executives gave ground to lenders, resulting in 40 creditor-friendly changes to the deal documents for Proofpoint, including tighter limits on future borrowing and regular check-in calls. Sridhar Natarajan has more on "Bloomberg Open Interest.

WTI crude oil falls to $82 range. Investors await Nvidia's earnings.

Talley Leger is surprised to find himself more bullish than expected in 2026, highlighting a still-strong economy and neutral Fed to support his bullishness. He takes a "step back" perspective for investors and touches on how a Kevin Warsh-led FOMC opens the door for a deeper bull run.

The S&P Cotality Case-Shiller National Home Price Index rose 1.5% in the 12 months through June, compared with a 1.2% increase in May.