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SPDR Energy Select
XLE.US
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Energy’s Next Big Plays: AI Utilities, Small Modular Reactors, And Global Shale

The energy sector is evolving with AI utilities, small modular reactors, and global shale developments. AI-driven demand has turned utilities into growth stocks, with companies like NRG and Constellation benefiting. Small modular reactors offer promise but come with risks. The U.S. shale boom is plateauing, while countries like Argentina and China explore their shale potential. Oil prices remain around $60 due to OPEC's influence, affecting drilling economics. Despite flat oil prices, energy stocks, especially refiners, are outperforming.

Talkmarkets·
US
SMR
-13.57%
US
VST
-2.58%
US
OKLO
-15.13%
Talkmarkets·
US
SMR
-13.57%
US
VST
-2.58%
US
OKLO
-15.13%

The best oil stock to invest $150 in right now

Chevron expects to produce a lot more free cash flow in the future.

MSN·
US
CVX
-0.48%
MSN·
US
CVX
-0.48%

EQT (EQT) Valuation After Kodiak Exit and Strengthening U.S. Natural Gas Demand Dynamics

EQT's valuation is under scrutiny after exiting Kodiak Gas Services, with shares trading at a discount to consensus targets. Analysts forecast robust cash flow growth, but there's disagreement on future earnings. EQT is seen as 13.2% undervalued, with a fair value of $64. Risks include decarbonization policies affecting gas demand. Despite recent share price decline, EQT shows strong long-term returns. The article suggests exploring other energy-linked opportunities and provides tools for investment analysis.

Simplywall·
US
EQT
-0.89%
Simplywall·
US
EQT
-0.89%

Curi Capital LLC Increases Holdings in EOG Resources, Inc. $EOG

Curi Capital LLC increased its holdings in EOG Resources, Inc. by 43.3% in Q2, owning 250,409 shares worth $29.95 million. Other institutional investors also adjusted their stakes. EOG Resources reported Q3 EPS of $2.71, beating estimates. Analysts have mixed ratings, with price targets ranging from $130 to $173. The stock opened at $108.01, with a 52-week range of $102.52-$138.18. A quarterly dividend of $1.02 per share is announced, with a yield of 3.8%.

Market Beat·
US
EOG
-1.37%
Market Beat·
US
EOG
-1.37%

SLB Limited $SLB Shares Sold by Banque Transatlantique SA

Banque Transatlantique SA drastically reduced its holdings in SLB Limited by 99.6% in Q2, selling 1,851,303 shares. SLB insiders sold 103,947 shares worth $3,871,337 recently. Analysts have mixed ratings, with a consensus of 'Moderate Buy' and an average price target of $52.32. SLB's stock opened at $39.44, with a market cap of $58.92 billion and a P/E ratio of 15.23. The company reported Q3 EPS of $0.69, beating estimates.

Market Beat·
US
SLB
-2.21%
Market Beat·
US
SLB
-2.21%
Posts
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top 4 S&P sectors right now in this moment in time are $SPDR Energy Select(XLE.US) $Select Sect Spdr Util(XLU.US) $Spdr Material(XLB.US) $Spdr Select Tech(XLK.US)

Source: Sunrise Trader

Some names that caught my eye and on homework list. They might not make it to watch list. ABBV ACHR JOBY ADBE ENVX NOC LMT SMR TEM TOST ASTS DLR FAST IGV XLE

Source: Sunrise Trader

From the 11 S&P sectors only one green right now is $SPDR Energy Select(XLE.US)

Source: Sunrise Trader

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