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The Morning Bull - US Market Morning Update Thursday, Jun, 4 2026 US stock futures are mixed this morning, with broad S&P 500 contracts slightly softer while tech linked contracts edge higher, as investors weigh three big forces. First, the OECD now expects global growth of 2.8% in 2026 and US growth of 2.0%, a signal that the world economy is still expanding but not racing ahead. Second, the US 10 year Treasury yield is holding near 4.45%, suggesting borrowing costs for mortgages, credit...

REVIEW PREVIEW NEWSLETTER What goes up… All three major indexes fell on Wednesday, with S&P500 and Nasdaq Composite Index snapping a two-week streak of positive returns. The S&P fell 0.7%, while the Nasdaq dropped 0.

Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But their prominence also brings high exposure to the ups and downs of economic and energy cycles. Luckily, the tide is turning in their favor as the industry’s 32.1% return over the past six months has topped the S&P 500 by 21.1 percentage points.

Here is how Texas Pacific (TPL) and Meren Energy (MRNFF) have performed compared to their sector so far this year.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

In early May 2026, Texas Pacific Land Corporation reported higher first-quarter revenue of US$236.82 million and net income of US$142.9 million, affirmed a US$0.60 quarterly dividend, detailed growing Permian-focused oil, gas and water operations, and added major shareholder representative Peter Doyle to its Board and strategic acquisitions committee. The company used its Midland Investor Day to spotlight profitable water and desalination projects, long-term land and data center agreements,...

Wondering whether Texas Pacific Land's current share price lines up with its underlying worth, or if the recent volatility is sending a misleading signal. The stock closed at US$386.61, with the share price down 4.0% over the past week and 8.5% over the past month, while still up 29.7% year to date, but down 17.8% over the last year and up 163.5% over three years and 145.3% over five years. Those mixed returns have kept Texas Pacific Land on many investors' watchlists, especially as broader...

Feeling bad you missed the 33% rally in S&P 500 energy stocks this year? There still might be a chance for you to gain.

Hawaiian Electric delivers regulated utility and banking services across Hawaii, with a growing focus on renewable energy initiatives.

WaterBridge Infrastructure delivers water management solutions for oil and gas producers across major U.S. shale basins.

Texas Pacific Land has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

Texas Pacific Land’s first quarter was marked by robust growth in oil and gas royalties and a positive contribution from its water segment, but the market responded negatively to the company’s results. Management pointed to an increase in royalty production and strong water sales volumes as key drivers, while also acknowledging ongoing industry uncertainty around the duration of elevated oil prices. CEO Tyler Glover described operator activity as only “marginally” higher despite higher prices, h

Activists also report to the SEC on Texas Pacific Land, Southwest Gas Holdings, and International Seaways.

Insight into Murray Stahl (Trades, Portfolio)'s Recent 13F Filing and Investment Strategy

Texas Pacific Land Corporation's ( NYSE:TPL ) stock didn't jump after it announced some healthy earnings. We did some...

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Is TPL a good stock to buy? We came across a bullish thesis on Texas Pacific Land Corporation on 41investments’s Substack. In this article, we will summarize the bulls’ thesis on TPL. Texas Pacific Land Corporation’s share was trading at $432.83 as of May 4th. TPL’s trailing and forward P/E were 62.21 and 42.37 respectively according to […]

The Horizon Kinetics Inflation Beneficiaries ETF has surged this year as oil and commodity prices climbed. But a reversal in energy markets could hit the fund hard.

Recent share performance and business profile Texas Pacific Land (TPL) has drawn investor attention after recent share price moves, with the stock showing a 4.9% decline over the past day and a 10.1% decline over the past week. Over the past month the stock shows an 11.3% decline, while the past 3 months reflect a 9% gain and the year-to-date return stands at 33.9%. The latest close was US$399.08. Texas Pacific Land Corporation operates through two main businesses: land and resource...

Shawn Amini: Thank you for joining us today for Texas Pacific Land Corporation's first quarter 2026 earnings conference call. Management will make some prepared comments, after which we will open the call for questions.

Moby summary of Texas Pacific Land Corporation's Q1 2026 earnings call

West Texas landowner Texas Pacific Land (NYSE:TPL) fell short of the market’s revenue expectations in Q1 CY2026, but sales rose 20.8% year on year to $236.8 million. Its GAAP profit of $2.07 per share was 2.5% above analysts’ consensus estimates.

Texas Pacific (TPL) delivered earnings and revenue surprises of +1.97% and -2.14%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Texas Pacific Land plans to lease its huge land holdings to data center developers. Wednesday's earnings call will offer an early progress report.

Texas Pacific Land reports Q1 2026 May 6 after close as record royalties and water volumes face softer oil prices and fewer new wells.

Texas Pacific Land (NYSE:TPL) announced the passing of board member Murray Stahl, who was also CEO and Chairman of its largest shareholder, Horizon Kinetics. Stahl's death represents a leadership change for both the company and a major investor with significant influence on its governance. The event highlights potential shifts in how Texas Pacific Land and Horizon Kinetics engage on board decisions and long term priorities. Texas Pacific Land operates primarily as a land and resource...

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

XPLR Infrastructure (XIFR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Texas Pacific (TPL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.