Amentum ( AMTM ) led joint venture, named Litmus Nuclear with Cavendish Nuclear, has secured a $406M contract from Great British Energy – Nuclear. This 14-year deal positions them as the owner's engineer for the UK's first small modular reactors at the Wylfa site in North Wales. The joint venture will also ensure the SMR program meets regulatory requirements and is poised to deliver reliable, low-...
Amentum ( AMTM ) led joint venture, named Litmus Nuclear with Cavendish Nuclear, has secured a $406M contract from Great British Energy – Nuclear. This 14-year deal positions them as the owner's engineer for the UK's first small modular reactors at the Wylfa site in North Wales. The joint venture will also ensure the SMR program meets regulatory requirements and is poised to deliver reliable, low-carbon power for decades to come. AMTM ( AMTM ) stock traded ~2% higher on Wednesday pre-market hours. More on Amentum Holdings Amentum Holdings, Inc. (AMTM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript The Sell-Off Was A Gift: Amentum Remains A Buy Amentum Holdings, Inc. (AMTM) Q1 2026 Earnings Call Transcript Investing in aliens? Government websites soon to be launched by Homeland Security Amentum-led JV secures $112M nuclear cleanup project in Europe
Seiya Tabuchi/iStock via Getty Images The war in Iran has caused energy prices to skyrocket, and with it, it has sent the broader energy ( XLE ) and midstream infrastructure ( MLPX ) sectors soaring. Data by YCharts As a result, a sector that has been my highest conviction investment since last year is now no longer filled with the bargains that it once was. Data by YCharts That being said, there ...
Seiya Tabuchi/iStock via Getty Images The war in Iran has caused energy prices to skyrocket, and with it, it has sent the broader energy ( XLE ) and midstream infrastructure ( MLPX ) sectors soaring. Data by YCharts As a result, a sector that has been my highest conviction investment since last year is now no longer filled with the bargains that it once was. Data by YCharts That being said, there are a few names that have been overlooked in the run-up in the sector that I think remain compelling buying opportunities today. In this article, I detail two high-yielding energy infrastructure opportunities ( AMLP ) that are still attractive buys today. Quality Counterparty, Commodity Tailwinds The first one I'm going to discuss is Hess Midstream LP ( HESM ). HESM is highly concentrated in terms of its counterparty, as it is largely beholden to Chevron ( CVX ) as well as the Bakken for its business. While the lack of counterparty and geographical diversification is generally negative, CVX is one of the very highest quality energy companies in the world, which makes its contracts very dependable in terms of being able to withstand a prolonged energy downturn. At the same time, oil production in the Bakken is one of the least profitable basins today, especially in the areas that HESM services. Therefore, the production outlook for that portion of its business is uncertain. The good news is that natural gas volumes make up about 75% of HESM's revenues, so even if the oil side of its business declines over time, the natural gas business should be able to do quite well. This is especially true given that it is likely we are entering a natural gas production boom in the United States to satisfy energy needs for AI as well as export demand from trading partners, especially in the wake of the world war. In fact, leaders in Asia and Europe are likely to be much more disposed to buy energy from North America rather than from the Middle East, given that the Straits of Hormuz is no l...
ozgurdonmaz A disappointing guidance update sent Nike ( NKE ) shares tumbling in pre-market trading Wednesday — but the options chain suggests a cohort of traders sees the selloff as overdone. Nike shares closed at $52.82 on Monday, up 3.08% on the session, before the company issued guidance after the bell that sent the stock plunging nearly 10% in extended-hours, trading to around $47.57. The com...
ozgurdonmaz A disappointing guidance update sent Nike ( NKE ) shares tumbling in pre-market trading Wednesday — but the options chain suggests a cohort of traders sees the selloff as overdone. Nike shares closed at $52.82 on Monday, up 3.08% on the session, before the company issued guidance after the bell that sent the stock plunging nearly 10% in extended-hours, trading to around $47.57. The company guided for a Q4 revenue decline of between 2% and 4%, sharply missing the consensus expectation for growth of 1.9%, with a 20% decline in Greater China revenue adding a particularly stark data point to an already difficult outlook. The options market had been leaning bearish heading into the print. The April 2 expiration chain showed put activity laddered consistently from $45 through $53, suggesting downside hedging had been building over multiple sessions rather than materializing as a single day's panic. With the pre-market drop of nearly 10% already exceeding the implied move of roughly ±8%, the options market underpriced the severity of the reaction — though not its direction. The rebound bet The more forward-looking signal sits in the April 10 expiration chain, and it points in a surprisingly constructive direction. The $60 call is the single most active strike in the chain with 2,677 contracts traded and 1,743 in open interest — a strike roughly 26% above the pre-market price that implies meaningful conviction about a recovery over the next nine days. The $55 call saw 2,429 contracts with 1,568 OI, and the $58 call 1,849 contracts, collectively painting a picture of traders positioning for a bounce back into the $55-$60 range from current pre-market levels. The put side of the April 10 chain is notably measured given the severity of the news. The most active downside strikes cluster around $47-$49 — essentially at or just below the current pre-market price — rather than reaching aggressively for deeper downside protection. There is little in the chain to suggest...
Robert Daly/OJO Images via Getty Images By Mike Larson It’s an odd time in markets. Volatility is through the roof, and stocks just suffered the worst quarter in almost four years. Yet, global deal volume is surging given a full pipeline of mergers and acquisitions. What happens next will say a lot about this market’s health. Take a look at the MoneyShow Chart of the Day here, courtesy of Bloomber...
Robert Daly/OJO Images via Getty Images By Mike Larson It’s an odd time in markets. Volatility is through the roof, and stocks just suffered the worst quarter in almost four years. Yet, global deal volume is surging given a full pipeline of mergers and acquisitions. What happens next will say a lot about this market’s health. Take a look at the MoneyShow Chart of the Day here, courtesy of Bloomberg. It shows total deal volume by quarter going back to 2021. You can see that the value of announced transactions surged in Q1 to $1.3 trillion. That was up 20% year over year. It also follows a solid $4.5 trillion year in 2025. (Source: Bloomberg) In my recent Market Minute columns, I’ve been recapping both rumored and announced deals in industries as diverse as food service, pharmaceuticals/biotechnology, finance, and consumer products. Naturally, many of them were already in the works before the war broke out at the end of February. So, it’s only natural to wonder if new talks will keep getting underway now - or if surging energy prices, rising financing costs, and higher market volatility will put the kibosh on activity. Like so many things, it goes back to duration and severity of the conflict. If Corporate America can be confident a ceasefire is coming soon, M&A could continue to thrive. That’ll help support stocks, with financials likely to perform particularly well. If not? Then it could be another ugly couple of months where only energy stocks deliver for investors. If I had to tip my hand? I think we will have an ongoing flow of dealmaking in 2026 - and a corresponding rebound in beaten-down vehicles like the State Street Financial Select Sector SPDR Fund ( XLF ). But it might take a bit to get talks back on track. So, exercise patience and keep your position sizes smaller if you're trading financial names! Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors. Originally published on MoneyShow.com
(RTTNews) - France's equity benchmark CAC 40 rose sharply on Wednesday, extending gains to a third straight session, amid optimism about a de-escalation in the Middle East war.
(RTTNews) - France's equity benchmark CAC 40 rose sharply on Wednesday, extending gains to a third straight session, amid optimism about a de-escalation in the Middle East war.
US equity futures rise and oil hovers around $100 a barrel as President Trump says the US may end the war with Iran within two to three weeks, while Iran continues attacks across the Middle East. The president launches another swipe at allies, threatening to pull the US from NATO, according to The Telegraph. UK Prime Minister Starmer said the UK will coordinate a diplomatic push to reopen the Stra...
US equity futures rise and oil hovers around $100 a barrel as President Trump says the US may end the war with Iran within two to three weeks, while Iran continues attacks across the Middle East. The president launches another swipe at allies, threatening to pull the US from NATO, according to The Telegraph. UK Prime Minister Starmer said the UK will coordinate a diplomatic push to reopen the Strait of Hormuz. Monica Defend of Amundi Investment Institute discusses the market optimism surrounding a potential end to the Iran war. (Source: Bloomberg)
JHVEPhoto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle ( ORCL ) begins laying off employees to support AI buildout: report. (01:19) Baidu ( BIDU ) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27) This is an abridged transcript. Shares of RH ( RH ) are ...
JHVEPhoto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle ( ORCL ) begins laying off employees to support AI buildout: report. (01:19) Baidu ( BIDU ) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27) This is an abridged transcript. Shares of RH ( RH ) are down 17% in premarket action . Fourth-quarter results and expectations for the first quarter and full year disappointed investors despite indications that the company is navigating “a dire housing market.” RH ( RH ) stated that fourth quarter and 2025 net revenues were negatively impacted by approximately $30M due to higher than anticipated backorder and special order balances as a result of tariff-related resourcing, as well as ~$10M due to adverse weather at the end of the quarter. For the first quarter, revenue is seen declining by 2% to 4%, translating to a range of $781.4M and $797.7M, below $876.7M estimates. For FY26, revenue is expected to increase by 4% to 8%, representing a range of $3.58B and $3.71B, below the $3.77B consensus estimate. Oracle ( ORCL ) closed 6% higher on Tuesday, the same day the company started laying off employees. According to Business Insider, Oracle ( ORCL ) is trying to drive down costs to support its artificial intelligence infrastructure buildout. Tech Layoff Tracker posted on X that the layoffs will affect 18%, or 30,000, of Oracle's global workforce . Seeking Alpha reached out to Oracle, but a spokesperson declined to comment on the matter. Oracle sent out an email on Tuesday to its affected employees. It said in part: “We are sharing some difficult news regarding your position,” the email read. “After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is your last working day.” Seeking Alpha analyst Justin Purohit sai...
Tilray press release ( TLRY ): Q3 Non-GAAP EPS of $0.02 misses by $0.05 . Revenue of $206.7M (+11.3% Y/Y) beats by $5.4M . Cannabis net revenue increased 19% to $64.8 million in the third quarter compared to $54.3 million as a result of a 73% increase in international cannabis revenue and an 8% increase in Canadian adult-use and medical cannabis net revenue combined. Beverage net revenue was $42.6...
Tilray press release ( TLRY ): Q3 Non-GAAP EPS of $0.02 misses by $0.05 . Revenue of $206.7M (+11.3% Y/Y) beats by $5.4M . Cannabis net revenue increased 19% to $64.8 million in the third quarter compared to $54.3 million as a result of a 73% increase in international cannabis revenue and an 8% increase in Canadian adult-use and medical cannabis net revenue combined. Beverage net revenue was $42.6 million in the third quarter compared to $55.9 million. Wellness net revenue increased 16% to $16.4 million in the third quarter compared to $14.1 million. For its fiscal year ended May 31, 2026, the Company reconfirms its guidance to achieve; adjusted EBITDA of $62 million to $72 million, representing growth of 13% to 31% as compared to fiscal year 2025. Shares +4% PM. More on Tilray Tilray: Big Bet On Beverages (Rating Upgrade) Tilray's Going To Be Great, But For Now It's A Hold Tilray Brands, Inc. (TLRY) M&A Call Transcript Tilray Q3 earnings: What to expect Quant snapshot: J. Jill, AngioDynamics leads strong buys as INmune Bio, Terrestrial Energy lag