watch now VIDEO 1:08 01:08 Entergy CEO: We produce steady predictable returns, but they have been a lot higher than in the past Mad Money with Jim Cramer Entergy CEO Drew Marsh said the rapid buildout of data centers doesn't have to be a burden for residential communities. "Data centers really want to be good neighbors," Marsh said on CNBC's " Mad Money " on Tuesday. "They have reputations that th...
watch now VIDEO 1:08 01:08 Entergy CEO: We produce steady predictable returns, but they have been a lot higher than in the past Mad Money with Jim Cramer Entergy CEO Drew Marsh said the rapid buildout of data centers doesn't have to be a burden for residential communities. "Data centers really want to be good neighbors," Marsh said on CNBC's " Mad Money " on Tuesday. "They have reputations that they want to protect, and they want to be part of the community." The surge in AI-related power demand has sparked concerns among policymakers and homeowners that residential customers could end up footing the bill for data centers. Marsh said Entergy's approach is designed to avoid that outcome by requiring data center operators to cover the costs of serving their facilities while also contributing to expenses that would otherwise be shared across the utility's customer base. The electric utility company — which serves customers across Louisiana, Arkansas, Mississippi and Texas — has adopted what it calls a "Fair Share Plus" framework for large data center customers. "The Fair Share part says that they are going to pay all of the incremental infrastructure costs during the life of their contract as needed to support them," Marsh said. Marsh added that the framework goes beyond requiring data centers operators to simply pay for the infrastructure they use. "The plus part is that they are also covering some of the fixed costs," Marsh said. "That means overhead costs and storm costs that our existing customers would have already been paying." At Entergy's investor day Tuesday, Marsh said those provisions are expected to generate roughly $7 billion in savings for existing customers over the 15 to 20-year life of the contracts. watch now VIDEO 7:23 07:23 Entergy CEO Drew Marsh goes one-on-one with Jim Cramer Mad Money with Jim Cramer Jim Cramer's Guide to Investing Click here to read Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest smarter ...
On May 14, 2026, International Seaways (NYSE:INSW) Senior Vice President William F. Nugent reported the direct sale of 6,830 shares for a total of ~$582,000, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($85.23). * 1-year performance calculated using June 8th, 2026 as the reference date. Continue reading
On May 14, 2026, International Seaways (NYSE:INSW) Senior Vice President William F. Nugent reported the direct sale of 6,830 shares for a total of ~$582,000, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($85.23). * 1-year performance calculated using June 8th, 2026 as the reference date. Continue reading
David Barnes/DigitalVision via Getty Images Since my last Palantir Technologies Inc. ( PLTR ) analysis , the stock has gained about 1-2% in price. This morning, as I am writing this, I bought the stock in pre-market trading at a modest 2.5% starter position, with plans to scale to 5-10% if a macro reset occurs, or up to 5% if macro market sentiment proves stable near this perceived top. The purpos...
David Barnes/DigitalVision via Getty Images Since my last Palantir Technologies Inc. ( PLTR ) analysis , the stock has gained about 1-2% in price. This morning, as I am writing this, I bought the stock in pre-market trading at a modest 2.5% starter position, with plans to scale to 5-10% if a macro reset occurs, or up to 5% if macro market sentiment proves stable near this perceived top. The purpose of this analysis is to update you on why I think this entry point deserves more recognition. I also caveat it by saying that Palantir should not be approached if you are a novice or scared investor. The absolute valuation is high. There is no absolute margin of safety. But the CEO is elite, and the board is exceptional, and the way the company is going to arbiter the efficiency of the AI token flow is second-to-none, in my opinion. A note on consensus, so we know what sentiment we're dealing with. Seeking Alpha's Quant now has PLTR's rating at Strong Buy (this is an extremely rare occurrence); consensus on Wall Street is Buy, with an average +35.5% 12-month upside from all analysts covering the stock. The caveat is a high absolute valuation. The forward P/E is 210% higher than the sector median, though the TTM PEG ratio, which accounts for growth, is -44% below the sector median. I am not scared of that setup, even while the forward PEG ratio is 28.5% higher than the sector median. There are bears, including 2 on Wall Street out of 31, and Michael Burry , who views the stock as overvalued, poor operationally, and worth below $50 per share at fair value. Burry is an incredible analyst, but not everyone gets everything right, and in the case of Palantir, I think he has badly underestimated the durability and strength of the business model. He also has an unfairly negative view on management. I will explain my positive thoughts in this thesis, but they will not be a counter to any one particular Wall Street or other analyst's perspective. PLTR Does Not Need More Tokens To Wi...
Emily C Marks finds method proposed to kill Jeffery Lee violates ban on cruel and unusual punishment A federal judge on Tuesday permanently blocked Alabama from executing a man with nitrogen gas after declaring the method violates the ban on cruel and unusual punishment. US district judge Emily C Marks issued the decision a day after an appeals court reversed her ruling that the method is constitu...
Emily C Marks finds method proposed to kill Jeffery Lee violates ban on cruel and unusual punishment A federal judge on Tuesday permanently blocked Alabama from executing a man with nitrogen gas after declaring the method violates the ban on cruel and unusual punishment. US district judge Emily C Marks issued the decision a day after an appeals court reversed her ruling that the method is constitutional. Continue reading...
President Xi Jinping’s first visit to North Korea since 2019 is symbolic. It marks the 65th anniversary of the Treaty of Friendship, Cooperation and Mutual Assistance between China and North Korea. Circumstances have changed in the past seven years, but the rhetoric reflects an enduring relationship. In 2019, denuclearisation of the Korean peninsula was an abiding issue. This time, mention of it h...
President Xi Jinping’s first visit to North Korea since 2019 is symbolic. It marks the 65th anniversary of the Treaty of Friendship, Cooperation and Mutual Assistance between China and North Korea. Circumstances have changed in the past seven years, but the rhetoric reflects an enduring relationship. In 2019, denuclearisation of the Korean peninsula was an abiding issue. This time, mention of it has been conspicuously absent. Meanwhile, amid increasing ties with Russia, Pyongyang has signed a...
This chipmaker's stock has already more than tripled in 2026 alone, and reaching a trillion-dollar market value would require it to more than quadruple from here.
This chipmaker's stock has already more than tripled in 2026 alone, and reaching a trillion-dollar market value would require it to more than quadruple from here.
Three judges are facing misconduct allegations in three different states, putting pressure on the federal judiciary's system for policing bad behavior in its own ranks. (Image credit: Elijah Nouvelage/Bloomberg via Getty Images)
Three judges are facing misconduct allegations in three different states, putting pressure on the federal judiciary's system for policing bad behavior in its own ranks. (Image credit: Elijah Nouvelage/Bloomberg via Getty Images)
A continuing rout in precious metals stocks again put the hurt on Hecla Mining 's (NYSE: HL) shares on Tuesday. The company, which considers itself the largest primary silver miner in North America and also produces gold, continued to be affected by recent softness in the spot prices of its favored metals, and its stock fell by nearly 3% that trading session as a result. Silver, gold, and other pr...
A continuing rout in precious metals stocks again put the hurt on Hecla Mining 's (NYSE: HL) shares on Tuesday. The company, which considers itself the largest primary silver miner in North America and also produces gold, continued to be affected by recent softness in the spot prices of its favored metals, and its stock fell by nearly 3% that trading session as a result. Silver, gold, and other precious metals had been in something of a holding pattern since mid-May, but this changed last Friday with the release of the latest monthly national employment statistics released by the federal government. These revealed that the tally for new, non-farm jobs created was 172,000, more than double the Dow Jones estimate. Image source: Getty Images. Continue reading
sharply_done/E+ via Getty Images Devon Energy ( DVN ) provided a full-year forecast post-market Tuesday to reflect its takeover of Coterra Energy, saying it expects FY 2026 production to average 1.38M boe/day, including oil volumes of 500K bbl/day. Devon ( DVN ) also guided for FY 2026 capital spending of ~$4.9B, with more than 60% allocated to the Permian Basin, reflecting activity of 31 rigs...
sharply_done/E+ via Getty Images Devon Energy ( DVN ) provided a full-year forecast post-market Tuesday to reflect its takeover of Coterra Energy, saying it expects FY 2026 production to average 1.38M boe/day, including oil volumes of 500K bbl/day. Devon ( DVN ) also guided for FY 2026 capital spending of ~$4.9B, with more than 60% allocated to the Permian Basin, reflecting activity of 31 rigs and 10 completion crews, with 460-480 net wells expected online. The company also said it is targeting the return of up to 70% of free cash flow to shareholders, through a quarterly fixed dividend of $0.32/share and its previously announced $8B stock buyback authorization. Devon ( DVN ) said it is accelerating synergy capture, expecting to capture $600M in 2027 while on track to deliver $1B of annual pretax synergies on a run-rate basis by year-end 2027. "We are carrying a sense of urgency into all aspects of our business, including integration, execution, and our portfolio review," Devon Energy ( DVN ) President and CEO Clay Gaspar said. "Today's guidance underscores the strength of our newly combined platform as one of the largest and most efficient E&P companies."