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Energy Transfer Partnership Reshapes Gas Pricing And AI Linked Growth Story
Simply Wall St.81d agobullish
Energy Transfer Partnership Reshapes Gas Pricing And AI Linked Growth Story

Energy Transfer (NYSE:ET) has entered a new partnership with Matador Resources to adjust gas supply agreements and support improved natural gas pricing at the Waha Hub. The company is progressing projects such as the Hugh Brinson Pipeline and additional ethane storage, aimed at supporting rising demand from AI driven data centers and power generation. Co CEO Mackie McCrea is retiring, marking a leadership transition as these commercial and infrastructure changes move forward. Energy...

Ciena (CIEN) Valuation Check After A Sharp Three Month Rally
Simply Wall St.81d agobullish
Ciena (CIEN) Valuation Check After A Sharp Three Month Rally

How Ciena’s Recent Performance Frames the Stock Today Ciena (CIEN) has seen mixed share performance recently, with the stock down 9% over the past month but up 53% over the past 3 months. This has put fresh attention on its valuation and growth profile. See our latest analysis for Ciena. While the share price has pulled back over the last week and month, the stock still shows a very strong year-to-date share price return and a very large one-year total shareholder return. This suggests...

Is It Too Late To Consider STMicroelectronics (ENXTPA:STMPA) After A 168% Year-To-Date Surge?
Simply Wall St.81d agobullish
Is It Too Late To Consider STMicroelectronics (ENXTPA:STMPA) After A 168% Year-To-Date Surge?

If you are wondering whether STMicroelectronics stock still offers value after a strong run, the key is to understand what the current price is actually baking in. The stock closed at €62.82, with returns of 6.6% over 7 days, 28.1% over 30 days, 168.0% year to date, and 154.0% over 1 year, which has put the valuation firmly in focus for many investors. Recent coverage has centered on STMicroelectronics as part of broader conversations about semiconductor stocks and how investors are thinking...

Cathie Wood buys $99 million of popular megacap stock
TheStreet81d agobullish
Cathie Wood buys $99 million of popular megacap stock

Cathie Wood, chief of Ark Investment Management, has actively traded tech stocks as investors search for the biggest beneficiaries of the AI boom. Wood just made one of her biggest trades of the year in the past week, snapping up roughly $99 million worth of shares in Google’s parent company, ...

Navitas (NVTS) stuns market in unexpected move amid AI power surge
TheStreet81d agobullish
Navitas (NVTS) stuns market in unexpected move amid AI power surge

A small power-chip company that most investors never tracked closely is now one of the most argued-over names on the Nasdaq. Navitas Semiconductor Corp (NVTS) spent the past week swinging hard, first on excitement about its place in Nvidia’s AI data center plans, then on a sharp selloff that hit ...

Is Ripple (XRP) Still A Good Crypto to Buy In 2026?
24/7 Wall St.81d agobullish
Is Ripple (XRP) Still A Good Crypto to Buy In 2026?

If you’ve been following XRP (CRYPTO: XRP) this year, the chart and the news have been pointing in two different directions. Every catalyst XRP holders waited years for is now in place: regulatory clarity, spot ETFs, bank integrations, and even a Senate Banking Committee vote on the bill that could reclassify XRP permanently. But the ... Is Ripple (XRP) Still A Good Crypto to Buy In 2026?

Assessing Sandisk (SNDK) Valuation After A Sharp Three Month Share Price Surge
Simply Wall St.81d agobullish
Assessing Sandisk (SNDK) Valuation After A Sharp Three Month Share Price Surge

Recent performance context for Sandisk Sandisk (SNDK) has drawn fresh attention after a mixed stretch in the stock, with the price down 11.4% over the past day and 8% over the past week, yet up over the past month. Over the past 3 months the stock shows a very large positive move, alongside reported annual revenue of US$13.2b and net income of US$4.5b. This gives investors a reference point for the current valuation. See our latest analysis for Sandisk. For context, Sandisk’s share price...

How The GitLab (GTLB) Story Is Shifting With Q1 Beats AI And Restructuring
Simply Wall St.81d agobullish
How The GitLab (GTLB) Story Is Shifting With Q1 Beats AI And Restructuring

GitLab’s updated analyst narrative centers on a higher fair value estimate, with the price target moving from US$30.30 to US$33.52, roughly a 10.6% change in the latest model. Street research after Q1 clusters around higher targets as analysts balance stronger near term execution and Duo Agent Platform traction against slower growth guidance and macro pressure. As you read on, you will see how these shifting views might help you follow the evolving story around GitLab’s stock. Stay updated as...

Is It Too Late To Consider Eli Lilly (LLY) After Its 48% One-Year Surge?
Simply Wall St.81d agobullish
Is It Too Late To Consider Eli Lilly (LLY) After Its 48% One-Year Surge?

For investors wondering if Eli Lilly's share price still makes sense after such strong gains, or if expectations have run ahead of reality, this article focuses squarely on what you are paying versus what you may be getting. The stock last closed at US$1,131.42, with returns of 2.4% over 7 days, 14.6% over 30 days, 4.7% year to date and 48.0% over the past year, alongside a very large 3-year return and around 5x over 5 years. Recent market attention on Eli Lilly has largely centered on its...

How Investors Are Reacting To APA (APA) ESOP Shelf Filing After Earnings Beat Expectations
Simply Wall St.81d agobullish
How Investors Are Reacting To APA (APA) ESOP Shelf Filing After Earnings Beat Expectations

Earlier this week, APA Corporation filed an $880.15 million shelf registration for 24,160,000 common shares in an ESOP-related offering. This comes shortly after APA’s first-quarter 2026 earnings topped expectations on higher realized oil prices and lower expenses, highlighting how cost control is supporting profitability. Next, we’ll examine how stronger-than-expected earnings, underpinned by higher realized oil prices, influence APA’s existing investment narrative and risk profile. Invest...

ICLN’s 45% YTD Surge Marks a Regime Shift: From Policy Bet to Infrastructure Play, With a July Deadline Looming
24/7 Wall St.81d agobullish
ICLN’s 45% YTD Surge Marks a Regime Shift: From Policy Bet to Infrastructure Play, With a July Deadline Looming

A $10,000 position in the iShares Global Clean Energy ETF (NASDAQ:ICLN) on the last trading day of 2025 is worth about $14,455 as of Tuesday’s close, with shares moving from $16 to $24 in five months. The S&P 500 did fine over the same window. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) returned 11% year ... ICLN’s 45% YTD Surge Marks a Regime Shift: From Policy Bet to Infrastructure Play, With a July Deadline Looming

Cathie Wood's favorite crypto stock is still down 66% from record highs
TheStreet82d agobullish
Cathie Wood's favorite crypto stock is still down 66% from record highs

Few names lit up Wall Street in 2025 like one crypto sector's breakout IPO. It tore out of the gate last June, minted overnight winners, and quickly became the stock every trader wanted a piece of. For a few heady weeks, it looked unstoppable. Today, the crypto stock trades at 66% below its ...

Morgan Stanley Reiterates Buy Rating on Costco Wholesale (COST) Stock
Insider Monkey82d agobullish
Morgan Stanley Reiterates Buy Rating on Costco Wholesale (COST) Stock

Costco Wholesale Corporation (NASDAQ:COST) is one of the Best Big Company Stocks to Buy Right Now. On May 29, Simeon Gutman from Morgan Stanley reiterated a “Buy” rating on the company’s stock with a price objective of $1,130.00. The analyst’s rating is backed by several factors that are associated with Costco Wholesale Corporation (NASDAQ:COST)’s structural strengths and […]

Here’s Why Apple (AAPL) is One of the Best Big Company Stocks to Buy Right Now
Insider Monkey82d agobullish
Here’s Why Apple (AAPL) is One of the Best Big Company Stocks to Buy Right Now

Apple Inc. (NASDAQ:AAPL) is one of the Best Big Company Stocks to Buy Right Now. On June 1, Morgan Stanley analyst Erik Woodring reiterated an “Overweight” rating and a price objective of $330. The analyst believes that a successful AI strategy can help unlock a higher valuation for the company’s stock. Apple Inc. (NASDAQ:AAPL)’s recent strength was backed […]