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منبع: Zacks Investment Research خبرگزاری
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ET Stock Rallies Past Industry in a Month: Should You Buy or Hold?

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.

منبع: Zacks Investment Research
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منبع: CNBC Television خبرگزاری
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JPMorgan's Kevin Curtin on AI backlash: There's always risk with financing infrastructure projects

JPMorgan's Kevin Curtin on AI backlash: There's always risk with financing infrastructure projects

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.

منبع: CNBC Television
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منبع: ETF Trends خبرگزاری
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S&P/TSX Energy Index Rallies 16% in July, Tops Canadian Sectors

S&P/TSX Energy Index Rallies 16% in July, Tops Canadian Sectors

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.

منبع: ETF Trends
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منبع: Seeking Alpha خبرگزاری
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Forget Iran; Bessent Gave Us 1 Trillion Reasons To Buy

Forget Iran; Bessent Gave Us 1 Trillion Reasons To Buy

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.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Operation Economic Outcast Directed At China, Major Escalation Likely

Operation Economic Outcast Directed At China, Major Escalation Likely

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.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Ondas: Acquisition Pain Should Subside (Rating Upgrade)

Ondas: Acquisition Pain Should Subside (Rating Upgrade)

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.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Transportadora de Gas del Sur: Vaca Muerta Infrastructure Creates A New Growth Platform

Transportadora de Gas del Sur: Vaca Muerta Infrastructure Creates A New Growth Platform

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.

منبع: Seeking Alpha
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منبع: Bloomberg Markets and Finance خبرگزاری
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Thoma Bravo Conceded 40 Deal Sweeteners in Debt Talks

Thoma Bravo Conceded 40 Deal Sweeteners in Debt Talks

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.

منبع: Bloomberg Markets and Finance
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منبع: Schwab Network خبرگزاری
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How 2026's Bull Market Differs from 2022 & Fed's Role to Maintain Run

How 2026's Bull Market Differs from 2022 & Fed's Role to Maintain Run

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.

منبع: Schwab Network
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