BP Plc is aggressively expanding shale drilling, bucking the conservative approach of many rivals, as the UK oil giant seeks to reverse years of anemic output. The company’s BPX Energy unit plans to increase production from shale fields by 8% this year, BPX Chief Executive Officer Kyle Koontz said during an interview in Houston. Shale output equivalent to 500,000 barrels a day would make up roughl...
BP Plc is aggressively expanding shale drilling, bucking the conservative approach of many rivals, as the UK oil giant seeks to reverse years of anemic output. The company’s BPX Energy unit plans to increase production from shale fields by 8% this year, BPX Chief Executive Officer Kyle Koontz said during an interview in Houston. Shale output equivalent to 500,000 barrels a day would make up roughly 20% of the parent company’s current worldwide production. By the end of the decade, Koontz’s goal is to raise that to 650,000 a day. The plan is part of BP’s grander ambitions of reversing a plunge in production, profits and shareholder value from an ill-starred 2020 pivot to renewables and low-carbon alternatives. The contrarian move also comes as marquee shale outfits such as Diamondback Energy Inc. and EOG Resources Inc. rein in production growth, taking a wait-and-see approach amid widespread warnings of an impending worldwide crude glut that would tank prices. Koontz, a University of Oklahoma-trained petroleum engineer who cut this teeth at shale pioneer Tom Ward’s SandRidge Energy Inc., aims to squeeze more crude from US shale fields while lowering operating costs, a move that will free up more cash for the parent company’s far-flung international pursuits. “We’re also going to spend $800 million in less capital” on the way to the 2030 target, Koontz said. “The reason that’s exciting for BP is that allows them to sanction other growth projects; they can redeploy that capital to other growth.” Once a formidable member of the elite club of international supermajors that includes Exxon Mobil Corp. and Chevron Corp. , BP fell on hard times after betting big on a shift away from fossil fuels that mostly failed to materialize. BP’s overall output plunged as the company shed crude and gas assets, and trimmed upstream investment. Its market capitalization is still almost 40% below where it was in early 2019. The company now ranks below ConocoPhillips and Brazil’s Petrobras ...
Ultima_Gaina/iStock Editorial via Getty Images Intro Since my last update about Diageo ( DEO ) ( DGEAF ) not much had happened — until earlier today. While the weak earnings announcement was not necessarily surprising, both, the lowered guidance and especially the dividend cut, likely are the reasons that have sent the stock lower almost 14% as of writing on 25 February 2026. Seeking Alpha In all ...
Ultima_Gaina/iStock Editorial via Getty Images Intro Since my last update about Diageo ( DEO ) ( DGEAF ) not much had happened — until earlier today. While the weak earnings announcement was not necessarily surprising, both, the lowered guidance and especially the dividend cut, likely are the reasons that have sent the stock lower almost 14% as of writing on 25 February 2026. Seeking Alpha In all my articles about alcohol stocks, including Diageo, I have been a rather skeptical voice all along. My arguments circled around a strucural break in consumption rather than just a cyclical period of weakness. I also have often criticized the in my view too large debt loads. Diageo today, with the new CEO, fired a shot that was heard around the world. One of only few British dividend aristocrats announced a painful dividend cut to focus on serious deleveraging. On top, the guidance was lowered, reflecting a turnaround case that does not want to turn. Sell. Johnnie continues to stumble Diageo is of course much more than just Johnnie Walker, but the company uses this brand, alongside Guiness, quite often in its presentation slides. That’s why I chose the in my view ironic, but well-fitting headline to describe the business condition of the company, which is indeed stumbling. Earlier today, Diageo published its half-year results. The presented (backwards-looking) figures were not necessarily a huge disaster as such and more or less in line with undemanding expectations. At least on my side. But they were weak, there’s no way around this. Diageo half-year results presentation Cost savings were confirmed to be a crucial pillar of the current strategy to especially boost free cash flow. Further, management in light of the ongoing sector-wide weakness, lowered its guidance. Instead of the hoped-for turnaround to occur in the second half of the fiscal year (calendar H1), Diageo expects now an ongoing negative development. Details follow below. Management announced to conduct a strat...
Nvidia's upbeat forecast is drawing a lukewarm response from investors. Chief Executive Officer Jensen Huang pushed back on concerns about the company's outlook. Mizuho Securities Senior Analyst Vijay Rakesh called the quarter solid. He joined Bloomberg Open Interest with his insights and why he sees Nvidia remaining the AI leader. (Source: Bloomberg)
Nvidia's upbeat forecast is drawing a lukewarm response from investors. Chief Executive Officer Jensen Huang pushed back on concerns about the company's outlook. Mizuho Securities Senior Analyst Vijay Rakesh called the quarter solid. He joined Bloomberg Open Interest with his insights and why he sees Nvidia remaining the AI leader. (Source: Bloomberg)
A Hong Kong doctor and a clinic operator were arrested on Thursday in a joint operation by police and health authorities on a Causeway Bay medical facility suspected of performing high-risk hair transplant procedures without a valid licence. Authorities raided the clinic located in the Cameron Commercial Centre on Hennessy Road after receiving a tip-off that it was offering Regenera Activa (RGA) –...
A Hong Kong doctor and a clinic operator were arrested on Thursday in a joint operation by police and health authorities on a Causeway Bay medical facility suspected of performing high-risk hair transplant procedures without a valid licence. Authorities raided the clinic located in the Cameron Commercial Centre on Hennessy Road after receiving a tip-off that it was offering Regenera Activa (RGA) – an autologous cell transplant treatment for hair loss – despite not having the required day...
Getty Images Background Nebius ( NBIS ) has recently reported its Q4 2025 results. This report was highly anticipated, as the company was expected to provide guidance for the current year—which it did, while also revealing plans to add a staggering nine new data centers in the coming years. In this report, I was primarily focused on several key points: To what extent did the company beat (or miss)...
Getty Images Background Nebius ( NBIS ) has recently reported its Q4 2025 results. This report was highly anticipated, as the company was expected to provide guidance for the current year—which it did, while also revealing plans to add a staggering nine new data centers in the coming years. In this report, I was primarily focused on several key points: To what extent did the company beat (or miss) its 2025 ARR guidance? Would the 2026 ARR guidance change, and what would be the revenue outlook for 2026? Would the company provide capital expenditure guidance for 2026? I received answers to these questions and, as usual, updated my expectations for the company's future performance and valuation. Looking ahead, I must note that despite a slight reduction in my price target—largely due to my conservative valuation approach—I have become even more bullish on the company's prospects. But let’s take it step by step, starting with the Q4 2025 results. Review of the Q4 '25 Results Revenue and ARR Starting with revenue, it fell short of the consensus estimate. With actual Q4 25 revenue at $227.7 million and $529.8 million for the full year 2025, the company missed the consensus forecast of $242.8 million for Q4. However, as I have noted before, due to the small number of investment houses covering the company, the consensus remains unrepresentative and is best ignored for now. Contrary to my expectations, no major investment houses other than Morgan Stanley have initiated coverage since my last column . Furthermore, I have reservations regarding Morgan Stanley's report, particularly as it fails to account for Nebius's stakes in its portfolio companies. But let’s look at the hard numbers. Nebius AI accounted for $214.2 million in revenue (94% of total Nebius Group revenue), up 800% year-over-year. For comparison, Nebius AI’s Q3 25 revenue was $131.1 million. The remaining 6% of Group revenue came from TripleTen, while Avride’s contribution was negligible. For the full year 2025...
IBM wins up to $112 million Defense Commissary Agency deal to modernize pricing at 235 military commissaries, boosting digital ops and expanding its defense AI push.
IBM wins up to $112 million Defense Commissary Agency deal to modernize pricing at 235 military commissaries, boosting digital ops and expanding its defense AI push.
Fiera Capital press release ( FRRPF ): Q4 Non-GAAP EPS of C$0.24. Revenue of C$180.1M (-2.1% Y/Y). More on Fiera Capital Corporation Seeking Alpha’s Quant Rating on Fiera Capital Corporation Historical earnings data for Fiera Capital Corporation Dividend scorecard for Fiera Capital Corporation Financial information for Fiera Capital Corporation
Fiera Capital press release ( FRRPF ): Q4 Non-GAAP EPS of C$0.24. Revenue of C$180.1M (-2.1% Y/Y). More on Fiera Capital Corporation Seeking Alpha’s Quant Rating on Fiera Capital Corporation Historical earnings data for Fiera Capital Corporation Dividend scorecard for Fiera Capital Corporation Financial information for Fiera Capital Corporation
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:08 04:08 Nvidia's H200 China chip sales may hinge on Trump-Xi meeting The China Connection Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to China — an effort that has run afoul of some key figures in the Trump administration. The effort also pit...
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:08 04:08 Nvidia's H200 China chip sales may hinge on Trump-Xi meeting The China Connection Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to China — an effort that has run afoul of some key figures in the Trump administration. The effort also pits China hawks on the Hill against Nvidia CEO Jensen Huang , who has repeatedly made the pitch to lawmakers and government official that the more U.S. chips are used in China, the more U.S. companies will be a leader in the space. House Foreign Affairs Committee Chairman Brian Mast, R-Fla., is at the forefront of ensuring artificial intelligence and chips are being viewed as a national security asset — and he isn't afraid to call Huang out directly. "The joke here is, Jensen wants us to trust the CCP," Mast told CNBC in an interview, referring to the Chinese Communist Party. "Anybody watching this should laugh." In the latest salvo, the House Foreign Affairs Committee advanced legislation that would allow Congress 30 days to review and block sales of advanced chips to adversarial countries — similar to the power Congress has with arms and weapons sales. It would also cancel all existing export licenses to countries like China until the government submits a detailed strategy about how the chips would impact military and intelligence. All but two members of the committee voted to advance the measure. There is already a companion bill in the Senate with bipartisan backing from Sens. Jim Banks, R-Ind., and Elizabeth Warren , D-Mass. "We are in an AI arms race, and it's important that we know where the AI arms dealers are selling," Mast said in the interview. He said while Congress has no right to interfere with chips being sold for video games and other commercial purposes, "when it blends into the world of now, it's real war, real weapon systems, real casualties at the highest ...
AES stands out as a high-yield data center play because it combines a 4.3% dividend yield, 12 consecutive years of payout increases, and a contracted pipeline anchored by 20-year Google PPAs, Amazon's 2,000 MW Bellefield solar-plus-storage complex, and 650 MW of Meta-linked solar.
AES stands out as a high-yield data center play because it combines a 4.3% dividend yield, 12 consecutive years of payout increases, and a contracted pipeline anchored by 20-year Google PPAs, Amazon's 2,000 MW Bellefield solar-plus-storage complex, and 650 MW of Meta-linked solar.
WAKEFIELD, Mass., February 26, 2026--The AI-RAN Alliance today announced a major growth milestone, reaching 132 members worldwide, welcoming new Board Members including Qualcomm, SK Telecom, and Vodafone, and accelerating delivery of AI-native RAN innovation at a global scale. At MWC 2026, the Alliance will present 33 AI-driven innovation demonstrations and unveil four new industry blueprints. The...
WAKEFIELD, Mass., February 26, 2026--The AI-RAN Alliance today announced a major growth milestone, reaching 132 members worldwide, welcoming new Board Members including Qualcomm, SK Telecom, and Vodafone, and accelerating delivery of AI-native RAN innovation at a global scale. At MWC 2026, the Alliance will present 33 AI-driven innovation demonstrations and unveil four new industry blueprints. These will highlight how AI can be integrated into the Radio Access Network (RAN) to enhance wireless n
We recently published 12 Stocks on Jim Cramer’s Radar. Apple Inc. (NASDAQ:AAPL) is one of the stocks on Jim Cramer’s radar. Consumer electronics giant Apple Inc. (NASDAQ:AAPL) is the only mega-cap technology firm that hasn’t massively invested in AI infrastructure. The absence of AI investment hasn’t gone unnoticed on either Cramer’s or Wall Street’s radar. While […]
We recently published 12 Stocks on Jim Cramer’s Radar. Apple Inc. (NASDAQ:AAPL) is one of the stocks on Jim Cramer’s radar. Consumer electronics giant Apple Inc. (NASDAQ:AAPL) is the only mega-cap technology firm that hasn’t massively invested in AI infrastructure. The absence of AI investment hasn’t gone unnoticed on either Cramer’s or Wall Street’s radar. While […]
We recently published 12 Stocks on Jim Cramer’s Radar. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s radar. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 1.8% over the past year and flat year to date. Citizens Financial discussed the firm on February 10th as it kept a Market […]
We recently published 12 Stocks on Jim Cramer’s Radar. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s radar. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 1.8% over the past year and flat year to date. Citizens Financial discussed the firm on February 10th as it kept a Market […]