On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session.
Reuters reported that the two companies have expanded their agreement to increase production capacity for silicon germanium (SiGe), a semiconductor technology used in high-speed optical connections for data centers. The multi-year agreement will expand capacity for GLOBALFOUNDRIES Inc.'s (NASDAQ:GFS) SiGe technology at its facility in Burlington, Vermont. SiGe allows semiconductor devices to operate at higher speeds while using less energy, making it increasingly important as data centers handle larger volumes of data.
Robb Johnson, Vice President, Foundry Technology at Marvell Technology, Inc. (NASDAQ:MRVL) said the expanded collaboration will help ensure that the company has the "SiGe technology and manufacturing capacity to support ⁠the significant growth" it expects ahead.
According to the report, the increased manufacturing capacity will help Marvell Technology, Inc. (NASDAQ:MRVL) meet growing demand for optical networking products, including pluggable optical transceivers, near-packaged optics, and co-packaged optics.
GlobalFoundries Is Seeing Strong SiGe Demand

#sige #globalfoundries #optical #data

By Jana Choukeir and Doina Chiacu
DUBAI/WASHINGTON, Sept 20 (Reuters) - Iran and the United States exchanged new threats on Sunday, with President Donald Trump warning Iran would fail economically or face its leadership being wiped out if it didn't make a deal, and the Iranian ‌military saying it would retaliate harshly to any fresh attack.
The conflict has looked stalemated for months, with no sign either side was ready ‌for concessions even as it has deepened a global energy crisis, cratered swathes of Iran's economy and spilled over into new regional escalations.
In a phone call with a Fox News reporter, Trump said Iran's leaders should make a deal, rot economically or be wiped out, the reporter said.
However, with Iran's President Masoud Pezeshkian expected in New York this week for the United Nations General ***** embly, Trump said he would be open to meeting him, the Fox reporter added.

#reporter #Iran #make

Millions of Americans recently received unwelcome news about their cell phone bills.
In late June, T-Mobile (TMUS) said it was retiring over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month. And starting in August, AT&T (T) hiked rates on some of its older plans by $10 to $20 and increased a monthly per-line fee by $1.
The changes contributed to a steep 5.9% jump in Americans' wireless bills from July to August alone, according to Consumer Price Index data. It was the largest single-month jump since the Bureau of Labor Statistics began tracking the category nearly three decades ago.
In a twist, last month's rising phone bills may have helped convince the Federal Reserve to implement its first interest rate hike in three years. The steep price jump likely contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, according to Wall Street ******* ysts. The hotter-than-expected jump in this category, which strips out price changes in the particularly volatile food and energy sectors, helped cement expectations for the Fed's 25 basis point hike to benchmark rates last Wednesday.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments

#august #plans

On September 9, 2026, ****** og Devices, Inc. (NASDAQ:ADI) agreed to acquire privately held Alif Semiconductor for $1.35 billion in cash, with up to $200 million in additional contingent payments. It adds Alif's low-power, AI-native microcontrollers and fusion processors to ADI's portfolio of sensing, signal-processing and power-management technology. ADI CEO Vincent Roche described the deal as advancing "Physical Intelligence," letting systems sense, reason and act locally in real time. The acquisition is expected to close by the end of 2026 pending U.S. antitrust review.
Alif gives ****** og Devices, Inc. (NASDAQ:ADI) a direct foothold in the fast-growing edge-AI market. Alif's AI-native microcontrollers and fusion processors support low-latency inference, sensor fusion, and on-device AI. It allows systems to process information locally rather than relying entirely on the cloud. The acquisition also expands ADI's addressable market across industrial, data-center infrastructure, defense, energy, robotics, digital health and wearable applications.
ADI is acquiring technology that already has commercial traction. Alif's silicon already ships in production and has design wins with leading consumer and industrial customers. It gives ADI an established platform rather than an early-stage technology project. ADI can combine Alif's digital processing capabilities with its own sensing, signal-processing, power, connectivity and software technologies to offer more complete system solutions.
The acquisition fits ADI's push into AI while the core business makes strong cash flow. ADI completed its $1.5 billion Empower Semiconductor acquisition in July to strengthen power delivery for AI computing, while third-quarter revenue reached a record $4.02 billion, up 40% year over year, and trailing 12-month free cash flow reached $4.94 billion. The Alif deal therefore adds edge intelligence to an AI strategy while ADI retains substantial financial capacity to fund acquisitions and shareholder returns.
Analog Devices, Inc. (NASDAQ:ADI) must make enough returns to justify the $1.35 billion upfront price. The firm will pay $1.35 billion in cash at closing and could pay another $200 million in contingent consideration. It takes the potential consideration to $1.55 billion. ADI therefore needs Alif's technology, customer wins, and expanded addressable market to turn into real revenue and earnings growth rather than simply adding another promising technology platform to its portfolio.

#analog #NASDAQ #power #acquisition

On September 9, 2026, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL)'s Google will invest at least €13 billion, or about $15.1 billion, in AI infrastructure in Finland over the next two years, its biggest European investment, including three new data centers and a 22-year deal for up to 50% of the output of one of Finland's two nuclear power plants. The agreement with Finnish utility Fortum is Google's first nuclear energy deal outside the United States, and Fortum's stock jumped as much as 15.5% on the news, its biggest gain in Europe that day.
Finland gives Alphabet Inc. (NASDAQ:GOOGL) a potentially more cost-efficient location for its expanding AI infrastructure. Google plans to invest at least €13 billion ($15.1 billion) in three new data centers and related infrastructure in Finland during 2027 and 2028. The country's cold climate can reduce the need for energy-intensive cooling. The investment will also help grid improvements, clean-energy projects and battery storage.
The 22-year nuclear power agreement gives Google greater control over a critical input for AI infrastructure. Google will purchase up to 50% of the electricity generated by Finland's Loviisa nuclear plant, providing a long-term source of low-carbon power for its data-center operations. The agreement also gives Fortum greater economic certainty to extend and upgrade the plant through 2050. Google and Fortum plan to explore more nuclear and renewable projects.
Alphabet has strong demand drivers that can justify investment in AI capacity. The firm has increased its 2026 global capital investment target to $195 billion-$205 billion as it seeks to capture growing AI computing demand. Google is using the additional infrastructure to support Gemini, Search, Maps, and YouTube. It gives Alphabet multiple major products through which it can monetize greater AI capacity over time.
The Finland project adds another major commitment to Alphabet Inc. (NASDAQ:GOOGL)'s already enormous AI spending program. Alphabet expects to spend $195 billion-$205 billion on capital investment globally in 2026. The Finnish project will require at least another €13 billion during 2027 and 2028. Investors need Alphabet to make enough incremental revenue and cash flow from AI services to justify an infrastructure buildout that is rapidly increasing the company's capital requirements.

#billion #Google #investment #googl

The transition toward renewable energy is creating massive opportunities for infrastructure providers. Eos Energy Enterprises (NASDAQ:EOSE) and GE Vernova (NYSE:GEV) represent two distinct ways to play this trend in 2026.
Eos focuses on specialized zinc-based batteries for long-duration energy storage. GE Vernova is a diversified giant that services a massive portion of the world's electricity grid. Comparing these two helps clarify whether you prefer a high-growth disruptor or an established power leader.
Eos Energy Enterprises produces aqueous zinc batteries designed as a safer, scalable alternative to lithium-ion. It operates primarily within the industrial stocks **** e, targeting utilities and commercial developers. Customer concentration like this adds a layer of risk to the business, as two clients accounted for approximately 70% of total revenue in 2025.
In FY 2025, revenue reached approximately $114.2 million. This represents growth of nearly 631.8% compared to the prior fiscal year. The company reported a pre-tax net loss of roughly $969.6 million, resulting in a negative net margin of approximately 849.1%.
As of its December 2025 balance sheet, the company had a debt-to-equity ratio of -1.0x. This value indicates that total liabilities exceed shareholder equity. The current ratio, which measures the ability to cover short term obligations with short term **** ets, was approximately 4.9x, while free cash flow was nearly negative $265.0 million.

#enterprises #massive #Growth

Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply continuous direct current to the next generation of AI data centers.
These solid-oxide fuel cells can generate continuous 800V DC power natively, rather than producing AC power that then has to be converted into DC that AI computing equipment ultimately consumes. This potentially removes several conversion stages, such as transformers and switchgear, thus lowering capital cost and energy losses.
Bloom claims that its technology can cut non-compute capital expenditures for a 1 GW data center by $3.6 billion, or 27%, and lower five-year total cost of ownership by $5.5 billion, or 9%, compared to traditional AC-based infrastructure.
With this technology, Bloom Energy is targeting one of the biggest bottlenecks in the ongoing AI boom – securing large amounts of reliable power quickly and economically. If 800V DC becomes widely adopted across AI data centers, the company will benefit not only from the soaring power demand, but also from a broader shift in how that power is generated and delivered.
Bloom Energy pointed to Nvidia's planned adoption of 800V DC architecture beginning with Rubin Ultra and Kyber systems as an indication of where data center power infrastructure is heading. In its 2026 Mid-Year Data Center Power Report, Bloom claimed that data center leaders expect DC-based architectures to account for 58% of new deployments by 2030, potentially creating a significant market for technologies designed around direct-current power delivery.

#energy #architecture

A Wall Street Journal report on September 16 revealed that ExxonMobil Holdings Corporation (NYSE:XOM) is nearing a preliminary agreement with Venezuela's state-owned PDVSA, potentially marking its return to the country almost two decades after its ***** ets were nationalized. According to Reuters, Exxon has shown interest in the large Petromonagas heavy oil project in the Orinoco Belt, as well as in areas in the neighboring Carabobo block.
While the talks are still in their preliminary phase and could still fall apart or be delayed, they mark a major turnaround from Exxon's previous stance on Venezuela. The company's CEO, Darren Woods, stated in January that the country was "uninvestable" without durable investment protections, legal reforms, and changes to its hydrocarbon laws.
The development comes amid a broader push by the Trump administration to open Venezuela's oil industry to American companies and revive the country's dilapidated oil infrastructure. The South American nation is sitting on the largest proven crude oil reserves in the world, accounting for roughly 17% of the global total.
Venezuela could provide Exxon with access to an enormous resource base at a time when the company is actively seeking low-cost and long-duration ***** ets. The fields under consideration are estimated to contain more than 50 billion barrels of oil buried underground.
Exxon already holds an advantage through its previous experience in the country. Petromonagas, formerly called Cerro Negro, was once the energy firm's flagship project in Venezuela, giving it familiarity with the country's vast heavy and extra-heavy crude resources. Petromonagas also remains one of the few Venezuelan projects with an operational upgrader capable of turning the Orinoco's extra-heavy crude into lighter exportable grades.

#heavy #project

Americans have paid about $97 billion more for fuel since the Iran war started in late February, roughly $740 extra per household, according to CNN. President Trump says prices will come down after the midterms. The CEO of Chevron just said publicly he does not see how that happens quickly.
Mike Wirth, Chevron's chairman and chief executive, spoke at a University of Texas at Austin energy conference on September 11. He told the audience that the mechanisms that helped absorb the oil supply shock earlier in the conflict have largely been used up, and that prices are more likely to rise than fall over the next few months.
When the U.S.-Iran conflict began, the oil market had several ways to handle the disruption. Countries could release crude from strategic reserves. Commercial inventories could be drawn down. The U.S. eased restrictions on sanctioned crude stored on vessels at sea. Those measures helped limit the initial price spike.
"Those have largely now played out," Wirth said. The energy system no longer has the buffers it had when the war began.
The loss of flexibility became more acute after attacks knocked out a major Saudi crude pipeline that had been bypassing the Strait of Hormuz. That single disruption put an estimated 2.5 million barrels of oil per day in limbo, tightening a market that was already running short on supply.

#crude #prices #energy #conflict

Centrus Energy Corp. (NYSE:LEU) reported on September 17 that it had signed a multi-year contract to supply high-assay low-enriched uranium (HALEU) to Antares Nuclear, with deliveries expected to begin before the end of the decade. Although financial terms were not disclosed, the deal includes prepayments from Antares to help fund Centrus' expanded HALEU capacity.
The deal holds strategic importance as Antares is developing compact microreactors for critical missions on Earth and in ***** e. The company was also recently selected for the U.S. Army's Janus Program, a $2.2 billion initiative to build and operate tiny nuclear reactors on military bases, with the hope that they will one day power remote installations.
Amir Vexler, President and CEO of Centrus Energy, commented:
"This contract is another sign that demand for HALEU is real and it is accelerating, and Centrus is in prime position to meet this need. Binding orders from Antares and others are supporting our expansion to commercial-scale production – an expansion that is now well underway. We look forward to supporting Antares' continued growth and success."
dan-meyers-xXbQIrWH2_A-unsplash

#centrus #haleu

Millions of Americans recently received unwelcome news about their cell phone bills.
In late June, T-Mobile (TMUS) said it was retiring over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month. And starting in August, AT&T (T) hiked rates on some of its older plans by $10 to $20 and increased a monthly per-line fee by $1.
The changes contributed to a steep 5.9% jump in Americans' wireless bills from July to August alone, according to Consumer Price Index data. It was the largest single-month jump since the Bureau of Labor Statistics began tracking the category nearly three decades ago.
In a twist, last month's rising phone bills may have helped convince the Federal Reserve to implement its first interest rate hike in three years. The steep price jump likely contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, according to Wall Street ******* ysts. The hotter-than-expected jump in this category, which strips out price changes in the particularly volatile food and energy sectors, helped cement expectations for the Fed's 25 basis point hike to benchmark rates last Wednesday.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments

#Consumer

Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries. The stock has delivered gains of over 23% since the beginning of 2026 and even hit its all-time high earlier in March, driven primarily by soaring oil prices and solid earnings amid supply disruptions in the Middle East.
Following a slight pullback over the last few months, Shell has started to regain momentum, and Morgan Stanley expects the rally to continue. On September 3, the investment bank upgraded SHEL from 'Equal Weight' to 'Overweight', while also raising its price target from $81.60 to $101.30. The target boost implies an upside of 9% from the current levels and even exceeds Shell's previous record high of almost $95 per share achieved earlier this year.
Morgan Stanley noted that the concerns surrounding Shell's long-term resource longevity have now eased, with the company now positioned to sustain production growth through 2030 and stabilize output thereafter. The ******* yst firm believes that while the stock has been weighed down due to its dividend policy, there is now "potential for a significant acceleration. As a result, Morgan Stanley promoted SHEL to top-pick status.
Shell completed the acquisition of ARC Resources earlier this month, addressing the resource-depletion concerns that have weighed down its valuation. The $16.4 billion deal has significantly expanded the energy giant's gas reserves and will boost its production by 370,000 boed. Additionally, the strategic move expands Shell's exposure to the North American gas market and bolsters its position in a region that is emerging as a key player in the global LNG supply.
Shell's recent upstream investments provide further support to Morgan Stanley's bullish thesis. The company announced earlier this month that it had agreed to acquire a 30% interest in BP's Conifer exploration prospect in the US Gulf, and a 50% stake in the Tupinamba exploration block in Brazil's Santos Basin. Additionally, it also recently signed a preliminary agreement for the acquisition of production rights over Ghana's South Deepwater Tano Cape Three Points ‌oil and gas block.

#shel #production #energy #Stock

NextEra Energy, Inc. (NYSE:NEE) announced on September 8 that it had secured a loan of up to $1.9 billion from the U.S. Department of Energy to support the restart of a shuttered nuclear power plant in Iowa. The Duane Arnold Energy Center ceased operations in 2020 after 45 years of service. The plant is now expected to resume operations in early 2029, pending regulatory approvals.
The federal funding is intended to help restore the facility and add reliable generation capacity as the US electricity demand soars to record levels amid the AI boom. To help meet the growing demand, President Trump is making efforts to accelerate the expansion of nuclear energy. He has signed an executive order to get 10 large conventional reactors under construction by 2030 and has also called for federal funding to support the restart of shuttered nuclear plants.
John Ketchum, Chairman, President, and CEO of NextEra Energy, commented:
"Restarting Duane Arnold is about delivering new power to meet new demand while generating billions of dollars in economic value for Iowans. Just as importantly, it shows how America can support rapid economic growth and rising electricity demand while helping keep power affordable for existing customers. By bringing new generation online to serve new demand, we can strengthen the grid, create hundreds of good-paying jobs and help ensure Iowa families and businesses are not asked to bear the costs of growth. We appreciate the Administration's leadership in advancing America's nuclear renaissance and share its commitment to an all-of-the-above energy strategy that expands supply, strengthens energy security and keeps America competitive."
Photo by Frédéric Paulussen on Unsplash

#duane #arnold

On September 14, NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc. (NYSE:D) announced a "transformational" Virginia benefits package to address concerns regarding their proposed $66.8 billion merger. The Virginia supplier program, worth up to $1 billion annually ‌for five years, will direct spending toward contractors, suppliers, and service providers in the state.
Additionally, the companies also proposed doubling residential bill credits to four years, protecting retail customers from grid costs tied to Northern Virginia's rapidly expanding AI data centers, and committing $100 million toward directly supporting workforce development in the Commonwealth. NextEra also stated that it plans to add 600 new energy jobs in Virginia, while expecting suppliers to create another 400 positions.
The updated package comes after the proposed merger attracted a great deal of political scrutiny due to the impact it can have on everyday consumers. Virginia Governor Abigail Spanberger also stated last month that she would formally intervene in the regulatory review to press for commitments on electric bill affordability, job protections, and clean-energy investments.
John Ketchum, Chairman, President, and CEO of NextEra Energy, commented:
"This is a Virginia-first package, and it starts with customers. We are proposing to double residential bill relief from two years to four years, along with expanded low-income financial ******* istance and long-term affordability benefits. We are also reaffirming our support for the State Corporation Commission, Governor and General ******* embly's efforts to protect residential and small business customers from costs ******* ociated with serving data centers. Just as important, this package would help Virginia build more of the clean energy and infrastructure it needs faster, so the Commonwealth can reduce its reliance on expensive imported power. And it would do that while positioning Virginia as a major energy leader, bringing NextEra Energy jobs, good-paying supplier jobs, workforce investment, economic development and national-scale energy technology and innovation to Virginia. This is the kind of customer-focused, job-creating package this combination makes possible."

#energy #years #Jobs

Valero Energy Corporation (NYSE:VLO) has been on a strong rally, posting gains of over 140% since the beginning of 2026. The strong performance is fuelled by an unusually sharp surge in global refining margins as the ongoing disruptions have significantly reduced the world's refining capacity and tightened supplies of gasoline, diesel, and jet fuel.
While there are now investor concerns that the stock may have topped out, Wall Street sees further upside ahead. On September 14, Morgan Stanley ******* yst Joe Laetsch significantly boosted the firm's price target on VLO from $255 to $411, while maintaining an 'Equal Weight' rating on the shares. The revised target implies an upside of almost 4% from the current levels and even exceeds the stock's all-time high of just under $400 per share.
The higher price objective is supported by the possibility that Valero can translate the favorable refining environment into material earnings and cash flows. The company did exactly that in the second quarter, when it posted its highest-ever Q2 profit and topped Wall Street expectations.
It seems like the high-margin environment is here to stay following a fresh wave of attacks between the US and Iran. Even if the attacks stop and a potential peace agreement is achieved, the damaged or idled refineries in the Middle East are likely to take some time to return to full operations, keeping refined-fuel markets relatively tight. Notably, the supply disruptions also extend beyond the troubled region, as a recent series of Ukrainian strikes on Russian refineries has further constrained global refining capacity.
Valero's FCC Unit optimization project at its St. Charles Refinery will allow it to capitalize even further on the high-priced environment. Expected to be completed in the third quarter, the $230 million initiative will help enhance the facility's ability to produce high-value products.

#even #environment #wall #strong

Enbridge Inc. (NYSE:ENB) has declined by around 17% since hitting its record high in May, likely as a result of rising bond yields, lack of visibility on the company's 5% growth guidance through the end of the decade, and the recently closed equity offering intended to fund the midstream operator's strategic acquisitions.
However, BMO Capital sees this pullback as an opportunity and on September 15, the firm upgraded ENB from 'Market Perform' to 'Outperform', while also slightly raising its price target from C$79 to C$79.50. The target boost implies an upside of 18% from the current levels.
The **** yst believes that Enbridge's scale, limited commodity exposure, and diversified **** ets are underappreciated. BMO also cited the company's improving visibility on growth, robust backlog, opportunistic acquisitions, and improved balance sheet as reasons behind the upgrade.
Enbridge's aggressive expansion strategy adds significantly to its bull case. The company announced on September 9 that it would acquire Tallgrass Energy's crude oil business for $2.55 billion in cash, expanding its US liquids pipeline network by buying a majority ‌stake in the Pony Express Pipeline and other **** ets. The midstream operator expects the acquisition to be accretive to distributable cash flow per share in the first full year of ownership.
Similarly, Enbridge announced last month that it had agreed to acquire Salt Creek Midstream's crude oil gathering business for $600 million in cash, further bolstering its presence in the prolific Permian Basin. The acquired **** ets have an average remaining contract life of about 10 years, providing ⁠stable long-term cash flows.

#visibility #target

On September 16, Air Products (NYSE:APD) said it had signed a long-term deal to supply high-purity gases to a leading chipmaker, backed by roughly $250 million of its own money in Arizona. It is the company's second semiconductor supply win, and the two projects together carry more than $900 million of investment. That is a notable turn for a company that has been pulling back from big clean-energy projects.
The Arizona project plays to what Air Products already does. It will build, own, and operate the equipment, from hydrogen generation units and carbon dioxide purification to bulk supply for three gases: helium, hydrogen, and carbon dioxide. That means the customer's gas supply runs through equipment Air Products owns. Supply is targeted to start in phases, so the buildout can move alongside the customer's expansion plans. And this is familiar ground. Air Products has supplied electronics makers for more than 40 years, and its Chandler facility has served the Phoenix chip cluster since 1981, with a pipeline system carrying ultra-high purity nitrogen around the area.
The core business gives the deal a solid floor. In the fiscal third quarter, reported on July 30, adjusted earnings per share rose 12% to $3.47, and management lifted its full-year outlook to an adjusted $13.39 to $13.49 per share. Margins widened as well, so growth is showing up as profit. Chips appear elsewhere in the results too, since the company announced a deal to build four large air separation units to serve a chipmaker's growth in Taiwan.
The cost of the pivot is hard to ignore. On June 30, Air Products announced it would not go ahead with its Louisiana Clean Energy Complex and would discontinue a zero-carbon liquid hydrogen facility in Casa Grande, Arizona, plus other smaller clean energy distribution projects. The exits triggered roughly $2.9 billion in pre-tax charges, which is why the company posted a GAAP loss of $6.47 per share in the third quarter even as its underlying earnings grew. Adjusted results leave that hit out, but the GAAP numbers show what the retreat cost.
Owning the ****** ets also means funding them. Air Products expects about $3.5 billion of capital spending in fiscal 2026, and the Arizona plant alone is a commitment of approximately $250 million, with supply arriving in phases. The release also leaves gaps: it does not name the customer or say how long the contract runs, so the length of the revenue stream is unclear. Elsewhere, Europe's operating income rose only 2% as costs climbed, and management says it is still cautious about the economic backdrop.

#clean #adjusted

For nearly as long as I've been writing for The Motley Fool, the U.S. Pentagon has wanted a laser gun. As far back as 2004, I wrote about a Northrop Grumman (NYSE: NOC) project to load a chemical oxygen iodine laser onto a Boeing (NYSE: BA) 747 and use it to shoot missiles out of the sky.
Nothing ever came of that particular project.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But something might come of this next one.
Earlier this month, defense company AeroVironment (NASDAQ: AVAV) -- best known as a manufacturer of military drones -- said that the U.S. Army is paying it $464.8 million to produce laser weapons under the Enduring-High Energy Laser (E-HEL) program.

#project #i 've #motley

Interested in Apollo Global Management Inc.? Here are five stocks we like better.
Apollo expects interest rates to remain higher for longer, while estimating only a 10%–20% chance of a recession over the next year. Consumer spending, inflation and AI infrastructure investment are supporting economic activity, though geopolitical and energy risks remain.
The firm views AI primarily as a large-scale financing opportunity, providing structured capital to investment-grade companies involved in digital infrastructure, energy, logistics and defense rather than betting on individual technology winners.
Apollo reported strong institutional fundraising, including a $12 billion first close for its Fund XI, and expects private-equity industry consolidation as smaller or overexpanded managers struggle to return capital. Its high-grade capital-solutions business has completed more than 200 transactions totaling roughly $150 billion.
Baggage Claim: Apollo's $7.7 Billion Bid to Acquire easyJet

#apollo #infrastructure #energy #grade

NextEra Energy, Inc. (NYSE:NEE) has outlined its growth targets for 2026 and beyond. This comes as the company advances plans to acquire Dominion Energy Inc (NYSE:D). It's a $67 billion all-stock transaction expected to close before the end of next year. If the merger is completed as expected, it would result in the largest US electricity producer.
NextEra's business is already growing, and Dominion is expected to increase the growth rate. The deal's promise is exciting, but its value to investors ultimately depends on NextEra securing regulatory approvals and successfully integrating Dominion ***** ets.
NextEra Energy, Inc. (NYSE:NEE) has reaffirmed its 2026 adjusted EPS guidance of $3.92 to $4.02 and said it was targeting the high end of that range. NextEra also said it expects adjusted EPS to grow at a compound annual rate of at least 8% through 2032 and is targeting the same growth rate through 2035, off the 2025 base.
NextEra also plans to continue rewarding its shareholders with higher dividends. The company expects its dividend per share to grow at a roughly 10% annual rate through 2026, off the 2024 base. It expects the dividend to grow 6% a year through 2028 from the 2026 base.
The EPS and dividend growth projections give investors a financial foundation for evaluating the Dominion deal. NextEra does not need Dominion simply to prevent a growth slowdown. Instead, it's looking to add another growth engine through the acquisition.

#dominion #rate

HDV has outpaced VYM by nearly 9 points year-to-date in 2026 while paying a 3.34% yield versus VYM's 2.20%.
HDV's 75-stock tilt toward energy, healthcare, and staples drives its 2026 edge but can lag equally in growth-led markets.
Taxable investors switching from VYM should redirect new contributions into HDV rather than selling lots with large embedded capital gains.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
If you own the Vanguard High Dividend Yield ETF (NYSEARCA:VYM), you own it for a good reason. VYM tracks the FTSE High Dividend Yield Index, holds roughly 500 above-average payers, and delivers a broad, cheap slice of dividend-paying American stocks. It is one of the most widely held income ETFs on the market, and for buy-and-hold investors who want a diversified basket of yielders without thinking too hard about it, VYM has done its job. But in 2026, VYM is losing ground to a much smaller, more concentrated peer from BlackRock that pays a higher yield and follows a very different rulebook.

#same

Investing in high-yield dividend stocks can be a solid portfolio move and give investors some nice supplemental income. However, not all dividend stocks are created equal. Two dividend stocks I'd be buying now are Energy Transfer (NYSE: ET) and Verizon (NYSE: VZ), while one I would avoid is Pfizer (NYSE: PFE).
Let's take a closer look at each, starting with why I'd avoid investing in Pfizer.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
At one point, Pfizer was as blue chip of a pharmaceutical company as there was. However, the stock's 6.2% yield and cheap valuation reflect a company facing challenges ahead.
Pfizer took on significant debt when it acquired Seagen for $43 billion in December 2023 to strengthen its oncology portfolio. That has left the company with over $60 billion in debt and high interest expenses. The company paid out $9.7 billion in dividends last year while generating $9.1 billion in free cash flow, so it paid out more in dividends than it generated in cash. That has continued through the first six months of 2026.

#NYSE #stocks #missed #high

October Nymex natural gas (NGV26) on Friday closed up +0.011 (+0.38%).
Nat-gas prices recovered from a 1-week low on Friday and settled higher on some pre-weekend short covering. Nat-gas prices initially moved lower on Friday amid forecasts of cooler US weather, which could reduce nat-gas demand from electricity providers for air conditioning. The Commodity Weather Group said Friday that forecasts shifted cooler, with above-average temperatures now covering a smaller portion of the South and Southeast from September 23 to October 2.
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
Crude Prices Retreat on Hopes Middle East Energy Exports to Recover
Crude Prices Supported by Middle East Supply Disruptions

#prices #east #forecasts

With a market cap. of $25.4 billion, Houston, Texas-based CenterPoint Energy, Inc. (CNP) is an energy delivery company providing electric and natural gas services across Indiana, Minnesota, Ohio, and Texas. The company serves more than 7 million metered customers through its electric transmission and distribution, power generation, and natural gas distribution operations.
Companies valued between $10 billion and $200 billion are generally classified as "large-cap stocks," and CenterPoint Energy comfortably fits this category. As of June 30, 2026, CenterPoint Energy owned approximately $48.3 billion in ******* ets and employed around 8,800 people, with a history spanning more than 150 years.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'

#electric #distribution

Kansas City Federal Reserve president Jeff Schmid said Friday that he supported the central bank's decision to raise interest rates this week and suggested that more rate hikes could be warranted, a view that was echoed by the rest of the central bank and Fed Chairman Kevin Warsh.
"The Fed has work to do on inflation, and this week's action was a step in that direction," Schmid said in a speech in Vail, Colo.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments
The Federal Open Market Committee voted on Wednesday in a unanimous decision to raise its benchmark interest rate to the range of 3.75% to 4% from 3.5% to 3.75%, the first rate hike since July 2023
Schmid noted that inflation has run above the central bank's 2% target for over five years, and the most recent price readings suggest a pace trending above 3%. Inflation has jumped this year as oil and overall energy prices have leapt higher amid the conflict with Iran. Even when stripping out energy and food prices, so-called "core" inflation has also been sticky.

#interest

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session.
Reuters reported that the two companies have expanded their agreement to increase production capacity for silicon germanium (SiGe), a semiconductor technology used in high-speed optical connections for data centers. The multi-year agreement will expand capacity for GLOBALFOUNDRIES Inc.'s (NASDAQ:GFS) SiGe technology at its facility in Burlington, Vermont. SiGe allows semiconductor devices to operate at higher speeds while using less energy, making it increasingly important as data centers handle larger volumes of data.
Robb Johnson, Vice President, Foundry Technology at Marvell Technology, Inc. (NASDAQ:MRVL) said the expanded collaboration will help ensure that the company has the "SiGe technology and manufacturing capacity to support ⁠the significant growth" it expects ahead.
According to the report, the increased manufacturing capacity will help Marvell Technology, Inc. (NASDAQ:MRVL) meet growing demand for optical networking products, including pluggable optical transceivers, near-packaged optics, and co-packaged optics.
GlobalFoundries Is Seeing Strong SiGe Demand

#NASDAQ #globalfoundries #capacity #data

Celsius Holdings (NASDAQ: CELH) has had a rough year. The energy drink brand has plunged by almost 40% this year, but key insiders have been buying the dip. Celsius' CEO and two of its directors have poured almost $2 million into the stock this month.
When insiders buy the stock, it's often a good sign. The people with the most knowledge about the company are building their positions, but that hasn't always worked out for investors. Here's what you should know before joining Celsius' executives with their recent buys.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ****** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Although it's good to see executives put their skin in the game, it doesn't always translate into a higher stock price. For instance, Nike CEO Elliott Hill bought more than $2 million worth of Nike shares on April 13. Former Apple CEO Tim Cook made a similar investment in the beleaguered athletic apparel brand at the same time.
Nike shares have dropped by more than 15% since Hill invested more money. The athletic brand pitches itself as a "growth company" on its investor relations site, even though sales dropped 1% year over year in the fourth quarter of fiscal 2026.

#celsius #almost

With just over three months left in the year, the S&P 500 (SNPINDEX: ^GSPC) is up 11% year to date. If it manages to stay there, it will end 2026 with four consecutive years of double-digit gains, a feat not accomplished since 1999 -- incidentally, right before it crashed and lost nearly 50% of its value. It lost that over three years, and it didn't reach a new high until mid-2007. Many companies went out of business then as the dot-com bubble burst.
If history is any indication of what's about to happen, every investor should be doing this one thing right now.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The artificial intelligence (AI) revolution is real, but the hype might not exactly align with reality. Some well-established AI powerhouses, like Nvidia and Alphabet, don't look expensive at today's prices. They trade at 14 and 23 times forward, one-year earnings, respectively. However, other, smaller stocks look riskier as their valuations soar.
Bloom Energy, for example, trades at 53 times forward, one-year earnings, and only recently became profitable, while Marvell Technology trades at 33 times earnings. CoreWeave isn't yet profitable. It appears that investors are willing to take a chance on these stocks for the massive expected payoff as they grow.

#years #right #lost

If you are looking for reliable high yields in the energy sector, Energy Transfer (NYSE: ET) is likely to be high up on the list of options. And Wall Street really likes the stock, with 19 of the 21 ***** ysts covering it rating it a buy or strong buy. And yet, I just can't get myself to buy it, instead owning lower-yielding Enbridge (NYSE: ENB). Here's why Energy Transfer's 6.3% yield, despite distribution coverage of 2.2x, isn't enough to get me to buy it.
Before getting to Energy Transfer, I want to highlight some facts about Enbridge, the North American pipeline giant I actually bought. For starters, Enbridge's yield is 5.8%, roughly half a percentage point lower. That's a big difference, as buying Energy Transfer would increase my income stream by nearly 9%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
I can totally understand where a dividend investor would buy Energy Transfer for the added yield. But there's a big difference when you consider dividend history. Enbridge has increased its dividend annually for 31 consecutive years. Energy Transfer cut its distribution in 2020 during the COVID pandemic, right when most investors would probably have preferred dividend consistency. To Energy Transfer's credit, it lived up to its promise at the time to reduce leverage and return to distribution growth. In fact, the distribution is now above its level prior to the cut. And the cut was probably the right decision to make for the business.
But that distribution cut was a hit for unitholders. And it comes after another questionable situation back during the 1996 energy market downturn. At that point, Energy Transfer agreed to buy peer Williams (NYSE: WMB), but got cold feet. In an effort to scuttle the deal, Energy Transfer issued convertibles that appeared to protect insiders from a dividend cut, if one were made. The Williams deal was canceled, and the convertibles never became an issue, but it raised material trust issues for me.

#distribution #Dividend #yield

Millions of Americans recently received unwelcome news about their cell phone bills.
In late June, T-Mobile (TMUS) said it was retiring over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month. And starting in August, AT&T (T) hiked rates on some of its older plans by $10 to $20 and increased a monthly per-line fee by $1.
The changes contributed to a steep 5.9% jump in Americans' wireless bills from July to August alone, according to Consumer Price Index data. It was the largest single-month jump since the Bureau of Labor Statistics began tracking the category nearly three decades ago.
In a twist, last month's rising phone bills may have helped convince the Federal Reserve to implement its first interest rate hike in three years. The steep price jump likely contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, according to Wall Street ***** ysts. The hotter-than-expected jump in this category, which strips out price changes in the particularly volatile food and energy sectors, helped cement expectations for the Fed's 25 basis point hike to benchmark rates last Wednesday.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments

#month #americans #august #older