Showing posts with label energy. Show all posts
Showing posts with label energy. Show all posts

#usa #energy #markets -- Rebuilding After 9/11, Cantor Fitzgerald's Annual Charity, Eye on Energy Markets: Bloomberg Television

12 September 2026

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.

Today's guests are Former NY Fed President, Bill Dudley. Tom Michaud KBW CEO. Ed Skyler Former NYC Deputy Mayor. Matt DiLiberto, SL Green CFO. Ed Morse Hartree Partners Senior Advisor And Commodities analyst, Brandon Lutnick, Cantor Fitzgerald Chariman and Kyle Lutnick Cantor Fitzgerald Vice Chariman.


Washington Week with The Atlantic full episode, Sept. 11, 2026: Washington Week PBS

#mining #rarearth - 3 Critical Materials Stocks Under $20 to Buy Now: MarketBeat

7 September 2026

Rare earths and critical materials have had a rough year, and an even rougher last few months. But MarketBeat analyst Chris Markoch says the long-term bull case hasn't changed... the US needs these materials, and needs them to come from home. Right now, all three of these stocks are trading under $20. Chris breaks down USA Rare Earth, Energy Fuels, and Uranium Energy Corp... why each one plays a different role in building out a domestic mine-to-magnet supply chain, how the AI buildout and data center power demand are fueling the uranium story, and why he says this is a multi-year, maybe even multi-decade, story that requires patience. We also cover short interest, dollar cost averaging into volatile names like USA Rare Earth, and why Chris thinks pullbacks like this one can be a buying opportunity for long-term investors. 00:00 Introduction 04:08 Stock 1 14:27 Stock 2

21:54 Stock 3

USA Rare Earth, Inc. (USAR)

#oil #energy #war - Which stocks do well during oil shocks? | The Economist

13 March 2026

Is now the best time to buy “trash” stocks?

The Economist’s capital markets correspondent, Joshua Roberts, joins Rosie Blau, co-host of The Intelligence podcast, to explain why low-quality stocks over-perform during moments of market turmoil, how rising oil prices linked to the Iran war are shaking global markets, and why uncertainty can sometimes make riskier investments surprisingly appealing.


#usa #Trump #iran #energy - Stocks Rally is Vulnerable to News: 3-Minutes MLIV: Bloomberg

10 March 2026

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." 

#asia #investing #energy - Oil Surges Above $100, Stocks Slump | The Asia Trade 3/9/2026: Bloomberg

9 March 2026

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney and Singapore with Haidi Stroud-Watts and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

#spain #australia #energy #investment - ACCIONA Energía in Australia 2025 - Energising Australia's future: ACCIONA

12 December 2025

Acciona, S.A. (ANA.MC) yahoo finance

Links


Key Takeaways Acciona's asset rotations and efficiency gains are driving outsized earnings growth, stronger cash flow, and faster deleveraging than expected by ...

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Corporación Acciona Energías Renovables, S.A.'s (BME:ANE ...
Simply Wall St provides detailed stock analysis for Acciona (BME:ANA), highlighting it as a major player in energy and infrastructure, showing strong earnings growth (306% last year), good value with a low P/E ratio compared to peers, but also risks like high debt and potential future earnings decline. Their analysis contrasts traditional analyst targets (suggesting overvaluation) with their own DCF model (showing deep undervaluation/upside), covering financial health, valuation, and future forecasts for its renewable energy arm (Acciona Energías Renovables - ANE) and parent company. 

#china #rareearth #energy: China & U.S. "Truce:" Rare Earth Stocks & Energy Take Focus: Schwab Network

30 October 2025

China is reopening rare earth exports in what Kevin Green calls a "mixed" meeting between President Trump and Chinese President Xi Jinping.

He urges investors to keep an eye on rare earth stocks like MP Materials (MP), USA Rare Earth (USAR), and Critical Metals Corp. (CRML) as volatility hits the space yet again.

Kevin later points to energy futures as geopolitical moves impact prices at home.


AI-Powered Stock Picking

#china #rareearth #energy

#USA #Investment - Ted Oakley: How Smart Money Is Positioning in #Energy, #Gold and #Cash: Kitco News

13 October 2025

Recorded September 12, 2025, this condensed version of Ted Oakley’s full Kitco interview with Jeremy Szafron bridges the gap between market euphoria and underlying stress. 

Ted argues that fundamentals still matter, “a dollar is still a dollar," and outlines why smart money is positioning in energy, gold, and cash as distortions, leverage, and passive flows overtake valuations. 

Oakley explains how passive, algorithm-driven markets mask real fragility, and why investors must pick and choose what they own instead of blindly chasing indices. Since this interview, gold has surged above $4,000/oz for the first time, confirming his forecast’s urgency. 

The Fed also delivered its first rate cut of 2025, and some energy stocks are showing renewed strength amid inflation and geopolitical risk.

#USA #Nuclear - How AI Hype Minted Two New Billionaires From A Company With No Revenue: Forbes

1 Day ago

Nuclear power startup Oklo is now worth $21 billion. Its relationships with the Secretary of Energy Chris Wright and OpenAI CEO Sam Altman have certainly helped. 

Read the full story on Forbes: https://www.forbes.com/sites/phoebeli.

Links

Shareholder - Yahoo Finance . Reuters . Simply Wall Street 

AI Overview

Oklo shareholders include a mix of institutions like The Vanguard Group and BlackRock, individual investors, and insiders, with Sam Altman serving as a significant early investor and chairman who aims to power AI growth with nuclear energy. Other major institutions holding Oklo stock include Mirae Asset Global ETFs Holdings Ltd. and Citadel Advisors Llc. The public also holds a substantial portion of shares, with the company listed on the New York Stock Exchange under the ticker "OKLO" 

 

#fox #media #breakingnews - STOCK RALLY AHEAD? Strategist eyes strong Q4: Fox Business Clips

27 September 2026 Turtle Creek chief market strategist David Spika discusses a fourth-quarter stock market rally as oil prices fall and inte...