Savita Subramanian, Bank of America Securities’ head of US equity and quantitative strategy, took to CNBC this week with a simple message. Corporate earnings are “gangbusters”, and the trade you actually want is the one no one is memeing about. Her pitch is that cyclicals are cheap, capex is accelerating, and the boring stuff has ... BofA’s Top Strategist Says Ditch the Index and Buy These ‘Boring’ Stocks Instead
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
ORN's $219M in first-quarter awards, $668M backlog and J.E. McAmis acquisition raise hopes for stronger 2026 revenues and profitability.
Can EME's execution strength and record project pipeline outweigh FLR's expanding infrastructure opportunities?
The engineering and construction giant is getting its act together.
NG earnings call highlights steady Donlin Gold progress, feasibility study on track for H1 2027, strong liquidity and rising development spending.
Investing.com -- U.S. President Donald Trump said on Saturday that the recently renovated Lincoln Memorial Reflecting Pool in Washington may need to be partially drained for repairs after what he described as acts of vandalism, according to Reuters.
Can ACM's AI investments become a meaningful profit driver as infrastructure demand accelerates?
Surging demand for data center construction may contribute to a rise in U.S. inflation and be a fact
KBR lands a $95M Space Force DEEDS deal, boosting its AI-driven decision support and digital engineering role in next-gen space warfare tech.
Fluor (NYSE:FLR) secured a $1.03b contract modification to continue supporting the US Naval Nuclear Laboratory. The company and its joint venture partner JGC received a limited notice to proceed on LNG Canada’s Phase 2 export facility expansion. The LNG Canada Phase 2 work relates to a potential doubling of LNG export capacity, adding to Fluor’s large project backlog. For investors watching NYSE:FLR, these contract wins highlight Fluor’s mix of government services and large energy...
KBR wins an $8B NSF Antarctic support deal for up to 20 years, adding AI, IT and cybersecurity work as Mission Tech nears separation.
LNG Canada is jointly owned by Shell, Petronas, PetroChina, Mitsubishi and KOGAS.
James Breuer: Thank you, Jason. What differentiates us is not simply the scale of the projects we pursue, but the discipline with which we pursue them and the depth of our technical expertise and project delivery track record. During the front-end phase, we work with our clients to plan the project and establish a solid foundation for the scope, cost and schedule of the execution phase, which kicks off after the final investment decision by the customer.
Fluor stock snapshot after recent performance moves Fluor (FLR) has seen mixed share performance recently, with the stock down about 14% over the past month and roughly 6% over the past 3 months, prompting fresh investor attention. See our latest analysis for Fluor. Despite the recent 1-month share price return declining 13.66% and the 3-month share price return falling 6.23%, Fluor’s year to date share price return of 9.74% and 5-year total shareholder return of 126.98% point to longer term...
KBR wins NorSAF's megaproject, licensing PureSAF for Europe's largest SAF and e-SAF production plant.
Infrastructure could be a hot topic for years to come, and this company is responsible for bringing many of those projects to life.
Could this blue chip stock go parabolic over the next decade?
Fluor (NYSE:FLR) has been selected by Anglo American for a feasibility study on the Woodsmith mining project. The contract focuses on progressing a major greenfield asset with low carbon objectives. This award adds to Fluor's portfolio in the mining and resources sector. For you as an investor, this new feasibility study adds fresh context to Fluor's role in large resource projects. The company offers engineering, procurement and construction services across energy, infrastructure and...
Fluor Corporation (NYSE:FLR) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 17.4%. Two contrasting themes emerged when Fluor Corporation (NYSE:FLR) announced its Q1 2026 results: short-term headwinds hurting quarterly performance, while long-term opportunities tied to nuclear energy projects are steadily developing in the […]
NuScale Power Corporation (NYSE:SMR) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 58.3%. NuScale Power Corporation (NYSE:SMR) reported Q1 2026 results on May 7, 2026, with the quarter proving “quieter from an announcement perspective.” Revenue came in at just $0.6 million. That was […]
NuScale Power Corporation (NYSE:SMR) is one of the best uranium stocks to buy according to Wall Street analysts. On May 7, NuScale Power Corporation (NYSE:SMR) reported its Q1 FY2026 financial results, posting revenue of just $565,000. This was a massive decline from the $13.4 million recorded in Q1 2025. According to management, the revenue collapse […]
The market wasn't impressed with the soft earnings from Fluor Corporation ( NYSE:FLR ) recently. We did some analysis...
The topics and banter at this year’s Sohn Investment Conference offered a glimpse at what is on the minds of top fund managers.
Greenlight Capital's David Einhorn pitched two investment ideas Tuesday at the Sohn Investment Conference that he says are undervalued beneficiaries of the artificial-intelligence boom: Centene: The managed-care company can use AI to speed up manually repetitive processes such as claims processing, Einhorn said.
FLR's Q1 2026 EPS and revenues miss estimates as legal and project charges hit results, sending shares down 15.2% on Friday.
Centrus Energy (NYSE:LEU) reported higher first-quarter revenue and raised its full-year revenue outlook, citing commercial progress, improving offtake discussions and continued work on its uranium enrichment expansion program. On the company’s Q1 2026 earnings call, President and Chief Executive O
Fluor (NYSE:FLR) reported first-quarter 2026 results that management said reflected a growing pipeline of potential work but also included several discrete items, including a legal charge tied to past government services work and a cost increase on a mining project in the Americas. Chief Executive
Recent share performance and business profile With no single headline event driving Fluor (FLR) into focus, investors may be looking at the stock’s recent returns and fundamentals to reassess how this engineering and construction company fits into a diversified portfolio. Fluor has a market capitalization of about US$7.8b and provides engineering, procurement, construction, fabrication, modularization, and project management services across three segments: Urban Solutions, Energy Solutions,...