U.S. Oil and Gas Stock News

NYSE:MUX
NYSE:MUXMetals and Mining

A Look At McEwen (MUX) Valuation As New Tartan Mine Resource Estimate Supports Growth Plans

McEwen (NYSE:MUX) has put fresh attention on its Tartan Mine in Manitoba with a new Mineral Resource Estimate that outlines over 600,000 combined Indicated and Inferred gold ounces and supports its long term production ambitions. See our latest analysis for McEwen. The new Tartan resource update comes after a mixed few weeks for the stock. There was a 1 day share price return of 2.49% to US$18.97 following a 7 day share price decline of 16.32%, along with a very strong 1 year total...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA Extends AI Factories Into Power Grids And Physical Security

NVIDIA (NasdaqGS:NVDA) and Emerald AI are working with major US energy companies on grid-connected, power-flexible AI factories based on the Vera Rubin DSX reference design. The DSX Flex deployment at NVIDIA’s Virginia facility is set to be one of the first grid-flexible AI factory projects of its kind in the US. In a separate move, NVIDIA is partnering with Asylon to provide AI-powered security analytics for robots using a mix of edge and cloud processing. Together, these collaborations...
NYSE:STT
NYSE:STTCapital Markets

State Street Deepens ETF Role And Sharpens Cyber Risk Oversight

State Street (NYSE:STT) has been selected to service Dimensional Fund Advisors' new ETF share class structure in the U.S. The company has also elected former U.S. national intelligence leader Susan Gordon to its Board of Directors. These moves highlight State Street's role in complex ETF servicing and its focus on cybersecurity and geopolitical risk oversight. State Street enters these developments with its shares at $123.23 and a 1 year return of 36.7%. Over 3 years, the stock has returned...
NYSE:UNP
NYSE:UNPTransportation

How Evercore’s Upgrade and Pending Merger Filing Will Impact Union Pacific (UNP) Investors

Earlier in March 2026, Evercore ISI upgraded Union Pacific Corporation to Outperform and highlighted its relative discount to peers alongside a forthcoming merger application expected within weeks. While Union Pacific’s celebratory locomotive plans drew public interest, analysts focused on the merger filing as a potential earnings and efficiency catalyst. Next, we’ll examine how Evercore ISI’s upgrade and its emphasis on the pending merger filing could reshape Union Pacific’s investment...
NasdaqGS:ABUS
NasdaqGS:ABUSBiotechs

Arbutus Biopharma (ABUS) Q3 Loss And Revenue Drop Challenge Bullish Profitability Narratives

Arbutus Biopharma FY 2025 Earnings Snapshot Arbutus Biopharma (ABUS) has turned in a mixed FY 2025 readout so far, with Q3 total revenue at US$0.5 million and a basic EPS loss of US$0.04, alongside trailing twelve month revenue of US$14.6 million and a basic EPS loss of US$0.22. Over recent quarters, the company has reported revenue in a range between US$0.5 million and US$10.7 million per quarter, while quarterly basic EPS has ranged from a loss of US$0.13 to a profit of US$0.01. This gives...
NYSE:EL
NYSE:ELPersonal Products

A Look At Estée Lauder (EL) Valuation After Recent Share Price Weakness

Recent share performance and business snapshot Estée Lauder Companies (EL) has drawn investor attention after a period of weak share performance, with the stock showing negative returns over the past week, month, and past 3 months despite a positive 1 year total return. The company reports annual revenue of US$14.67b, a reported net income loss of US$178m, and operates a portfolio of global beauty brands across skin care, makeup, fragrance, and hair care categories. See our latest analysis...
NYSE:JBL
NYSE:JBLElectronic

Jabil Backs St Petersburg College To Support Future Manufacturing Talent

Jabil (NYSE:JBL) has committed $1.1 million over multiple years to support advanced manufacturing training at St. Petersburg College. The partnership will fund scholarships, upgrade manufacturing curriculum, and expand access to advanced technology for students in the Tampa Bay region. This initiative is aimed at developing a stronger local manufacturing talent pipeline and deepening Jabil's community engagement. For investors tracking NYSE:JBL, this move comes with the stock at a share...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

Is It Time To Reassess Patria Investments (PAX) After Its Recent Share Price Weakness?

If you are wondering whether Patria Investments is starting to look like value at around US$11.51, the next step is to see how that price compares with what the business might be worth. The stock has had a mixed run, with a 1.1% gain over the last 7 days, a 17.8% decline over the past 30 days, and a 27.7% decline year to date, while the 1 year return sits at 2.0% and the 3 and 5 year returns are 5.7% and 11.3% declines respectively. Those swings have put valuation firmly in focus for many...
NYSE:MRK
NYSE:MRKPharmaceuticals

Is Long-Term GARDASIL Protection Data Reframing The Vaccine Investment Case For Merck (MRK)?

Earlier in March, Merck & Co., Inc. announced it would present new clinical and real-world data at EUROGIN 2026 showing that its GARDASIL 9 and GARDASIL HPV vaccines maintained effectiveness for at least 14 and up to 18 years against certain HPV-related cancers and diseases in women aged 16 to 26 at vaccination. By highlighting extended real-world protection across multiple countries and HPV-related conditions, these data could strengthen confidence among healthcare systems in long-term HPV...
NYSE:SQM
NYSE:SQMChemicals

Should SQM’s Move to a 50% Earnings Payout Ratio Require Action From Sociedad Química y Minera de Chile (SQM) Investors?

Sociedad Química y Minera de Chile S.A. reported that its Board previously agreed to recommend a final 2025 dividend equal to 50% of net income, or US$1.02952 per share, payable in Chilean pesos from May 14, 2026, subject to approval at the April 23, 2026 shareholders’ meeting. This proposed increase from the current 30% payout policy highlights a shift toward returning a larger share of earnings to investors through cash distributions. We’ll now examine how this move to a 50% earnings...
NYSE:BALY
NYSE:BALYHospitality

Bally’s (BALY) Heavy Q3 Loss Of US$102.9 Million Reinforces Bearish Profitability Narratives

Bally's (BALY) FY 2025 earnings snapshot Bally's (BALY) latest FY 2025 update centers on Q3 numbers, with revenue of US$663.7 million, a basic EPS loss of US$1.70, and net income loss of US$102.9 million as the company continues to operate in the red. Over recent quarters, revenue has ranged from US$580.4 million in Q4 2024 to US$663.7 million in Q3 2025, while quarterly basic EPS has moved between a loss of US$0.30 and a loss of US$5.10, underscoring pressure on profitability. For investors,...
NYSE:VMI
NYSE:VMIConstruction

What Valmont Industries (VMI)'s Record Backlog and Stronger Cash Generation Means For Shareholders

In its latest quarterly update, Valmont Industries reported a record backlog of US$1.65 billion and a significantly higher free cash flow margin compared with five years ago. This combination of a large order pipeline and stronger cash generation suggests the business has become more efficient even as revenue growth has remained moderate. We’ll now examine how this record backlog reshapes Valmont’s existing investment narrative around infrastructure demand, earnings quality, and capital...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Zillow Ends Compass Dispute As Preview Product Targets Pre Market Funnel

Zillow Group (NasdaqGS:ZG) has ended its so called "Zillow Ban", settling its legal dispute with Compass. The company introduced Zillow Preview, a product designed to bring pre market listings into public view. Zillow Group also announced a new partnership with HomeServices of America to support the rollout of Zillow Preview alongside other leading brokerages. Zillow Group runs a large US residential real estate marketplace that connects buyers, sellers, renters, and agents online. The end...
NYSE:IBM
NYSE:IBMIT

IBM Masters AI Rollout Highlights Fan Experience And Valuation Upside Potential

IBM (NYSE:IBM) and the Masters Tournament have introduced new generative AI features on Masters digital platforms. The update includes conversational search for historic footage and real-time shot analysis powered by IBM's Granite small language models. These capabilities are built on IBM's watsonx Orchestrate platform and are available to fans during the current Masters Tournament. For investors watching how large tech firms apply AI beyond traditional enterprise use, this collaboration...
NYSE:MA
NYSE:MADiversified Financial

Mastercard Banco Master Fallout Highlights Emerging Market Risk And Valuation Gap

Mastercard (NYSE:MA) is facing financial exposure linked to the failure of Banco Master in Brazil. The collapse of the partner bank left Mastercard responsible for retailer repayments tied to the defunct fintech's cardholder transactions. This situation highlights counterparty and operational risks within Mastercard's payments network, particularly in emerging markets. For a global payments network like Mastercard, bank and fintech partners are central to how transactions are issued,...
NYSE:LOW
NYSE:LOWSpecialty Retail

A Look At Lowe's (LOW) Valuation After Recent Share Price Volatility

Event context and recent share performance Lowe's Companies (LOW) shares closed at US$234.25, with the stock showing a 4.3% gain over the past day but declines over the past week, month, and past 3 months. See our latest analysis for Lowe's Companies. The recent 4.3% 1 day share price return comes after a weak 1 month share price return of 16.5% and a slightly negative year to date share price return. However, the 5 year total shareholder return of 36.3% shows that longer term holders have...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Is Honeywell’s Expanded Debt Tender Offer Reshaping The Investment Case For Honeywell International (HON)?

Honeywell recently expanded and amended its previously announced cash tender offers, lifting the maximum amounts to repurchase up to US$4.67 billion of Dollar Securities and about €2.49 billion of Euro Securities, and setting reference yields and acceptance priorities across multiple bond series. By choosing to retire a larger portion of its outstanding debt, Honeywell is actively reshaping its capital structure, which can influence future interest expense, financial flexibility, and how...
NYSEAM:IDR
NYSEAM:IDRMetals and Mining

Idaho Strategic Resources (IDR) 29% Net Margin Reinforces Bullish Earnings Quality Narrative

Idaho Strategic Resources (IDR) has put up another solid set of numbers for FY 2025 so far, with third quarter revenue at about US$11.1 million, basic EPS of US$0.20 and trailing 12 month EPS of US$0.73 underpinning net income of US$10.27 million over the past year. The company has seen revenue step up from US$6.2 million in Q2 FY 2024 to US$7.6 million in Q4 FY 2024 and then to US$11.1 million in Q3 FY 2025. Quarterly basic EPS moved from US$0.17 to US$0.18 and now just over US$0.20, setting...
NYSE:OKLO
NYSE:OKLOElectric Utilities

A Look At Oklo (OKLO) Valuation After Key Reactor And Fuel Cycle Milestones

Oklo (OKLO) has entered a busy phase, signing a U.S. Department of Energy agreement for its first Aurora reactor, advancing fuel facility approvals, and exploring a Centrus joint venture as investors reassess the stock. See our latest analysis for Oklo. After a sharp run that left shareholders with a 1 year total shareholder return of 82.01% and a very large 3 year total shareholder return, momentum has cooled, with a 90 day share price return of a 31.29% decline. This comes even as recent...
NYSE:CPT
NYSE:CPTResidential REITs

Assessing Camden Property Trust (CPT) Valuation After Recent Share Price Weakness

Recent share performance and scale Camden Property Trust (CPT) has drawn investor attention after a period of negative share returns, with the stock down about 8% over the past month and 9% over the past 3 months, closing recently at US$98.15. The S&P 500 real estate company owns and operates 172 multifamily apartment properties across the United States, generating US$1.59b in revenue and US$383.64m in net income from its residential REIT operations. See our latest analysis for Camden...
NYSE:GNRC
NYSE:GNRCElectrical

Assessing Generac Holdings (NYSE:GNRC) Valuation After New SD1250 And SD1500 Generator Launch

Why this new generator launch matters for Generac Holdings (GNRC) Generac Holdings (GNRC) has introduced its SD1250 and SD1500 diesel generators. These products target mission-critical users such as data centers, hospitals, water utilities, and heavy industry that require high-capacity, reliable backup power. These units use a Perkins 5012 46 liter V 12 engine, a modern common rail fuel system, and MagnaMax alternators. They include features designed to support fuel efficiency, lower...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Is It Too Late To Consider Broadcom (AVGO) After A 70% One Year Surge?

Wondering if Broadcom at around US$322.51 is still offering value after a strong multi year run? This article breaks down what the current price could mean for you. The stock has seen a 0.7% decline over the last week, a 3.0% decline over the last month and a 7.2% decline year to date, while the 1 year return sits at 70.0% and the 3 year return is very large. Recent attention on Broadcom has focused on its position within the semiconductor space and its role in key technology supply chains...
NYSE:LLY
NYSE:LLYPharmaceuticals

Eli Lilly Weight Loss Push Weighs On Valuation And Growth Hopes

FDA decision pending on Eli Lilly’s oral weight loss drug orforglipron, a key regulatory milestone for NYSE:LLY. Company planning a US$3b investment in China to manufacture orforglipron locally and work with regional partners. Moves aimed at scaling Eli Lilly’s global obesity franchise and expanding manufacturing capacity for weight management treatments. Eli Lilly, traded as NYSE:LLY, is pushing further into obesity care with orforglipron, an oral therapy under review by the FDA. For...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

Should CME’s Shifting FedWatch Signals and New Futures Offerings Require Action From CME Group (CME) Investors?

Earlier in March 2026, CME Group filed a US$466.79 million shelf registration for 1,500,000 Class A shares tied to an ESOP-related offering, while Tickblaze announced a new partnership to deliver CME futures market data directly within its trading platform and CME recorded initial block trades in newly launched South Asia edible oil futures. At the same time, CME’s Fed-related market data revealed a sharp shift in trader expectations toward potential interest rate hikes, pulling attention to...