Actualités

A number of stocks jumped in the morning session after Brent crude failed to break below $80 and rebounded to the mid-$80s, as traders kept a geopolitical risk premium priced into oil despite ongoing Strait of Hormuz negotiations. Over the previous 24 hours, the UAE-vessel incident reversed the earlier price drop that had assumed a path to de-escalation. At the same time, Kpler data from the previous two days showed shipping traffic through the Strait of Hormuz plummeted about 33%, with only a h

Signia Capital Management, a boutique money management firm focusing on Small-Micro Cap and Small Cap Value investing, released its second-quarter 2026 investor letter for “Signia Small Cap Value Strategy”. A copy of the letter can be downloaded here. The Small Cap Value approach targets high-quality, catalyst-rich firms with expected earnings growth in the next 12-24 […]

NOV beats Q2 earnings and revenue estimates despite lower sales, as Energy Equipment strength, shareholder returns and upbeat Q3 guidance support momentum.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Hydraulic fracturing services company Liberty Energy (NYSE:LBRT) announced better-than-expected revenue in Q2 CY2026, with sales up 14% year on year to $1.19 billion. Its non-GAAP profit of $0.09 per share was in line with analysts’ consensus estimates.

LBRT tops Q2 earnings and revenue estimates as record utilization, pricing gains and AI-focused initiatives fuel growth despite higher costs.

Earlier this month, SLB announced an alliance with Liberty Energy to deliver modular infrastructure and integrated behind-the-meter power solutions for AI-driven data centers, while its OneSubsea joint venture secured a major multi-well subsea EPC contract from Eni for Phase 3 of the Baleine project offshore Côte d’Ivoire. This combination highlights SLB’s push into energy-hungry data center infrastructure while reinforcing its role in complex offshore developments through integrated subsea...

Liberty Energy (NYSE:LBRT) reported stronger second-quarter 2026 results as utilization improved from early-year lows, while management outlined expanding ambitions in power generation for data centers and other large-load customers. Chief Executive Officer Ron Gusek said the quarter reflected “str

Liberty Energy Inc (LBRT) showcases strong operational execution and innovative advancements, despite facing global market challenges and increased capital expenditures.

Moby summary of Liberty Energy Inc.'s Q2 2026 earnings call

Liberty Energy (LBRT) delivered earnings and revenue surprises of +28.57% and +9.25%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Hydraulic fracturing services company Liberty Energy (NYSE:LBRT) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 14% year on year to $1.19 billion. Its non-GAAP profit of $0.09 per share was in line with analysts’ consensus estimates.

Hydraulic fracturing services company Liberty Energy (NYSE:LBRT) will be reporting results this Wednesday after the bell. Here’s what to look for.

Tamboran Resources Corporation (ASX:TBN, NYSE:TBN, OTC:TBNRL) has completed the largest stimulation campaign undertaken in the Beetaloo Basin, advancing three Shenandoah South wells toward planned first gas sales in the third quarter of 2026. The company finished stimulation, cleanout and...

LBRT heads into Q2 earnings with rising estimates, improving completion activity and growing demand, but can pricing and costs shape results?

SLB and Liberty Energy are deploying modular natural gas power to data centers via a 2026 alliance, positioning the oilfield service firms as AI infrastructure vendors amid grid constraints.

Halliburton's Q2 results might have reflected stronger completion and drilling activity, tempered by Middle East disruptions and rising costs.

LBRT joins forces with SLB to deliver modular AI data center power and infrastructure, targeting faster deployment and scalable energy solutions.

SLB (SLB) shares were in focus after the company announced a new alliance with Liberty Energy, aimed at supplying modular infrastructure and integrated power generation for data centers serving AI and high performance computing. See our latest analysis for SLB. Recent news around the Liberty Energy alliance and the Baleine Phase 3 subsea contract comes after a mixed period for SLB, with the stock’s 30-day share price return down 15.38% but its 1-year total shareholder return at 39.26%. This...

SLB said on Tuesday it has partnered with Liberty Energy to ‌supply modular parts and power to data ‌centers, as the oilfield services firms look to tap surging ​demand from the AI boom. Under the deal, SLB said it would design and supply modular and prefabricated components for data center projects, while ‌Liberty will provide ⁠natural gas-fired power generation. The deal reflects a broader push by oilfield ⁠contractors to supply power equipment, turbines and data solutions.

Investing.com -- Liberty Energy Inc. shares traded approximately 3% higher in pre-market activity on Tuesday following the announcement of a strategic partnership with SLB to provide data center infrastructure and power generation solutions. SLB shares rose 0.8%.

A number of stocks jumped in the afternoon session after President Trump declared the Iran ceasefire "over" and threatened fresh strikes, sending oil prices sharply higher and lifting the broad energy complex.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

PBA approves the Greenlight Electricity Center, a C$4.6B project set to supply dedicated power to a hyperscale data center under a long-term agreement.

While some companies burn cash to fuel expansion, others struggle to turn spending into sustainable growth. A high cash burn rate without a strong balance sheet can leave investors exposed to significant downside.

Liberty Energy (LBRT) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

SHEL's LNG Outlook 2026 projects global LNG demand to grow 65% by 2050, highlighting market resilience, energy security and rising Asian demand.

PBR cuts its diesel price but ends an equal temporary discount, keeping distributor costs unchanged as Brazil scales back fuel subsidies.

RIG adds more than $1B to its backlog with Equinor through a seven-rig-year Norway drilling deal, boosting long-term revenue visibility from 2027.

FCEL secures $49 million in EXIM financing to expand clean energy exports, strengthen U.S. manufacturing and support global growth initiatives.