U.S. Oil and Gas Stock News

Why the new Marine Corps contract matters for Northrop Grumman Northrop Grumman (NOC) was recently selected for the U.S. Marine Corps MUX TACAIR Collaborative Combat Aircraft program, pairing its mission kits and Prism autonomy software with Kratos' Valkyrie uncrewed aerial system. This award puts a spotlight on Northrop Grumman's role in uncrewed and autonomous air systems, an area many investors watch closely when assessing longer term defense technology exposure and contract pipelines. See...

In recent days, PennyMac Financial Services drew investor attention after multiple research firms boosted their views on the company, citing an improving mortgage backdrop supported by government housing initiatives and expectations for more stable interest rates. This shift in sentiment highlights how policy support, such as the US$200 billion GSE MBS purchase program, may influence perceptions of PennyMac’s mortgage servicing strength and earnings resilience. With analyst upgrades pointing...

Earlier this month, Calumet, Inc. announced that Calumet Specialty Products Partners, L.P. and Calumet Finance Corp. completed an upsized private placement of US$405 million in 9.75% Senior Notes due 2031 under Rule 144A and Regulation S, issuing the notes at 98.996% of par for net proceeds of about US$393 million. The company plans to use the proceeds, alongside cash on hand and its revolving credit facility, to redeem its higher-coupon 11.00% 2026 and 8.125% 2027 senior notes, potentially...

Earlier in January 2026, Bank of America reported full-year 2025 net interest income of US$60,096 million and net income of US$30,509 million, while its board also approved regular cash dividends across multiple preferred stock series with payments scheduled through March 2026. Alongside these results, the bank committed US$1 billion of equity awards and higher minimum wages for non-executive staff, highlighting how employee investment and shareholder returns are being managed...

Rivian Automotive (NasdaqGS:RIVN) has introduced its R2 mass market SUV, signaling an effort to reach a wider customer base beyond its premium models. The company has appointed Greg Revelle as Chief Customer Officer to oversee customer experience and go to market strategy. Together, these moves reflect a meaningful shift in Rivian’s business model and competitive positioning in the EV sector. Rivian’s recent news comes as the shares trade around $16.16, with a 21.6% return over the past...

Ecolab recently reported that it would release its fiscal Q4 2025 earnings on February 10, 2026, with analysts expecting a double-digit increase in earnings per share, following a 12% dividend hike announced in December 2025. Separately, Ecolab and CDP launched a new Water Use Efficiency Index to help companies benchmark and improve operational water performance, underscoring Ecolab’s role in shaping corporate water management standards. We’ll now examine how expectations for stronger...

Coca-Cola (NYSE:KO) has halted the planned sale of its Costa Coffee business. The company is launching a broad leadership reshuffle, including a new Chief Digital Officer role and an incoming CEO. These decisions mark a shift in how Coca-Cola positions Costa Coffee and its digital priorities inside the wider group. Coca-Cola, trading at $71.75, sits in the large cap consumer staples space with a long established global brand footprint. The stock shows returns of 18.3% over the past year and...

Multiple major analysts have recently upgraded Sea Limited (NYSE:SE), highlighting new growth initiatives in Shopee. Analysts point to increased investment in Shopee's VIP program and its fulfillment network as important growth drivers. There is renewed focus on Sea's established positions in fintech and gaming alongside its e commerce push. Short term concerns center on higher investment spending and pressure on margins, even as long term prospects are viewed positively. Sea Limited sits...

Paramount Skydance (NasdaqGS:PSKY) has launched an escalating hostile takeover bid for Warner Bros. Discovery, including an all cash proposal. The company has filed a lawsuit alleging foul play and is threatening a proxy fight to push the deal through. Netflix is also pursuing Warner Bros. Discovery, turning the situation into a high stakes contest for control of a major media group. Paramount Skydance, trading at $11.55, is pushing aggressively to reshape its position in the media sector...

Spotify Technology (NYSE:SPOT) is raising prices on Premium subscription plans in the U.S. and select international markets. The move represents the company’s third Premium price adjustment in recent years. The change is drawing attention to potential effects on subscriber churn, revenue mix, and competition with Apple Music and Amazon Music. Spotify, which runs a global audio streaming platform centered on music and podcasts, relies heavily on Premium subscriptions for a large share of its...

In January 2026, Alphatec Holdings, Inc. and Theradaptive, Inc. announced a past partnership granting Alphatec exclusive U.S. commercial rights to Theradaptive’s OsteoAdapt osteoinductive bone graft for spinal fusion, alongside Theradaptive’s Series B financing launch to fund clinical trials and manufacturing scale-up. This agreement links Alphatec’s growing spine surgery ecosystem with an FDA Breakthrough-designated regenerative technology in a more than US$10 billion U.S. spine surgery...

NANO Nuclear Energy (NNE) has captured investor attention after signing a Memorandum of Understanding with South Korean industrial group DS Dansuk to collaborate on developing and deploying micro modular reactor systems in South Korea. See our latest analysis for NANO Nuclear Energy. The MOU flurry with DS Dansuk and Ameresco comes after a choppy few months for the stock. It has a 22.64% year to date share price return, a weaker 90 day share price return of a 12.84% decline, and a modest...

HealthEquity (HQY) set fresh expectations for investors by issuing revenue guidance for the fiscal year ending January 31, 2027, projecting US$1.38b to US$1.41b, shortly before presenting at the J.P. Morgan Healthcare Conference. See our latest analysis for HealthEquity. At a share price of US$84.0, HealthEquity’s recent guidance and conference appearance come after a 30 day share price return of a 12% decline and a 1 year total shareholder return of a 19.8% decline. However, the 3 year total...

Ferrari stock performance snapshot Ferrari (RACE) has recently drawn attention after a stretch of weaker share performance, with the stock down about 2% over the past day, 6% over the past week, and 23% over the past year. See our latest analysis for Ferrari. That recent 1 month share price return of 11% decline continues a weaker spell for Ferrari, and the 1 year total shareholder return of 22.9% decline suggests momentum has been fading over a longer horizon despite still positive 3 year...

In mid-January 2026, Ondas Inc. (formerly Ondas Holdings Inc.) completed a roughly US$1.00 billion registered direct offering of common stock and pre-funded warrants, changed its corporate name, and signaled an acquisition drive focused on autonomous systems, secure wireless networks, and government-linked programs. The company coupled this capital raise and corporate refresh with higher 2026 revenue guidance and a much larger order backlog, indicating management’s confidence in scaling its...

Freeport-McMoRan: recent returns put valuation in focus Freeport-McMoRan (FCX) has drawn fresh attention after a strong run, with the stock showing a 22.2% return over the past month and 47.3% over the past 3 months. Those moves come alongside reported annual revenue of US$26.0b and net income of US$2.1b. This has prompted investors to weigh how current pricing lines up against the company’s earnings power and its balance between copper, gold and other metals. See our latest analysis for...

Blackstone (NYSE:BX) is reportedly considering a sale of Beacon Offshore Energy, a major Gulf of Mexico oil and gas operator. The potential transaction would involve Beacon's producing and development assets in a key US offshore basin. The review of options for Beacon comes as Blackstone continues to manage and reshape its broad portfolio of alternative assets. For investors watching NYSE:BX, this possible sale comes in the context of a mixed share price backdrop. Blackstone closed at...

Setting the recent move in context Universal Technical Institute (UTI) has recently drawn attention after a 3.4% gain over the past month, contrasting with a 17.1% decline in the past 3 months and modest 1 year total return. See our latest analysis for Universal Technical Institute. At a share price of US$27.19, Universal Technical Institute’s recent 30 day share price return of 3.4% follows a 90 day share price decline of 17.1%. The 5 year total shareholder return of 338.6% highlights how...

Vistra (NYSE:VST) has signed long term power purchase agreements with Meta for more than 2,600 MW of nuclear capacity across three plants. The 20 year deal is described as the largest corporate backed nuclear uprate in U.S. history. The agreements focus on supplying zero carbon power tailored to growing electricity needs from hyperscale data centers. For investors watching NYSE:VST, this move ties Vistra more closely to tech driven electricity demand and locks in long duration contracted...

If you are wondering whether PayPal Holdings is starting to look like a value opportunity or still a value trap, you are not alone. The stock most recently closed at US$55.08, with returns of a 2.6% decline over 7 days, 7.9% decline over 30 days, 5.3% decline year to date, 38.5% decline over 1 year, and 77.1% decline over 5 years. This naturally raises questions about risk and potential reward from here. Recent news has focused on PayPal's position in digital payments and how investors are...

A new government proposal would cap credit card interest rates for one year, directly affecting issuers such as Synchrony Financial (NYSE:SYF). The proposed cap targets consumer credit card APRs and is under discussion alongside the Credit Card Competition Act. If adopted, the measures could influence interest income, fee structures, and credit policies across the credit card industry. For you as an investor, this matters because Synchrony Financial is heavily focused on private label and...

F.N.B (FNB) is back in the spotlight today as the regional bank prepares to report quarterly earnings, with investors focused on whether its recent revenue momentum and steady analyst expectations hold up. See our latest analysis for F.N.B. At a share price of $17.27, F.N.B has seen a 12.8% 90 day share price return and an 11.9% 1 year total shareholder return, suggesting momentum has been building ahead of the upcoming earnings update and recent analyst coverage. If F.N.B’s setup has your...

Public Service Enterprise Group recently reported strong third-quarter results, with revenue rising very large year-over-year and adjusted earnings per share beating estimates, while also narrowing its 2025 adjusted EPS guidance toward the upper end of the range. In parallel, Wells Fargo upgraded its rating on the utility and PSEG Long Island secured a contract extension with the Long Island Power Authority through 2030, reinforcing visibility on its regulated operations and leadership...

Earlier in January 2026, Expand Energy’s CEO Nick Dell’Osso outlined the company’s position as a major U.S. natural gas producer at a Goldman Sachs energy conference, while several banks became more cautious on the gas sector due to concerns about future oversupply and softer pricing. This mix of operational ambition and growing macro caution highlights how closely Expand Energy’s outlook is tied to shifting natural gas supply-demand expectations. We’ll now examine how rising concerns about...