Key Takeaways SO's unit Southern Telecom and Seimitsu formed SouthernWaves to deliver fiber services.The alliance expands SO's dark fiber offerings by adding lit services managed through Seimitsu's expertise.SouthernWaves supports the South Downtown Atlanta project with high-capacity, smart-city connectivity.Southern Company’s (SO) subsidiary, Southern Telecom, has officially partnered with Seimitsu, a key player in the broadband networking industry based in Savannah, to form SouthernWaves, a bold strategic ...

Key Takeaways Chevron expands with Hess deal, adding Guyana assets and boosting shale output diversification.Enterprise Products Partners delivers 27 years of payout hikes and a near 7% distribution yield.CVX earnings estimates trend higher while EPD faces margin pressure and slower growth outlook.Chevron Corporation ((CVX) and Enterprise Products Partners L.P. ((EPD) stand out as two oil/energy giants with strong ties to the Permian Basin and a reputation for steady capital returns. Both names also appeal ...

Key Takeaways The Fed's 25 bps rate cut and projections for more create a favorable backdrop for fintech growth.CSGP, PYPL, SOFI, IBKR and HOOD are highlighted as top investment picks.All five companies show strong revenue and earnings growth expectations for the current year.On Sept. 17, the Fed in its FOMC meeting decided on a much-hyped 25-basis-point cut in the benchmark lending rate to reduce it to the range of 4-4.25%. This is the first interest rate cut of this year. Moreover, the Fed’s dot-plot has ...

Core Viewpoint - Newmont Corporation (NEM) and Kinross Gold Corporation (KGC) are positioned to benefit from soaring gold prices driven by the Federal Reserve's dovish stance and global trade tensions [1][2][3] Gold Market Overview - Gold prices have surged approximately 43% this year, reaching over $3,700 per ton for the first time, influenced by central bank purchases and geopolitical uncertainties [3] - Central banks globally are accumulating gold reserves due to risks associated with aggressive trade policies [2] Newmont Corporation (NEM) - Newmont is investing in growth projects such as the Ahafo North expansion in Ghana and the Cadia Panel Caves in Australia, aimed at increasing production capacity and extending mine life [5] - The acquisition of Newcrest Mining Limited has enhanced Newmont's portfolio, expected to generate $500 million in annual run-rate synergies [6] - Newmont's divestiture program is projected to yield $3 billion in after-tax cash proceeds, reinforcing its capital allocation strategy [8] - The company reported a liquidity position of $10.2 billion, with free cash flow increasing to $1.7 billion, and has returned approximately $2 billion to shareholders [9] - Newmont offers a dividend yield of 1.2% with a sustainable payout ratio of 20% [10] Kinross Gold Corporation (KGC) - Kinross has a strong production profile with key projects like Great Bear in Ontario and Round Mountain Phase X in Nevada, expected to enhance cash flow [12] - Tasiast and Paracatu are significant contributors to cash flow, with Tasiast being the lowest-cost asset [13] - Kinross ended Q2 2025 with liquidity of approximately $2.8 billion and reported a free cash flow increase of 87% year-over-year [14] - The company repaid $800 million of debt in 2024, improving its net debt position to around $100 million [15] - Kinross has a dividend yield of 0.5% with a payout ratio of 10% [15] Financial Performance and Valuation - Year-to-date, NEM stock has increased by 127.5%, while KGC stock has risen by 164.1%, outperforming the industry average of 117.7% [18] - KGC trades at a forward earnings multiple of 16.52, while NEM trades at 15.38, indicating a discount for Newmont [19][20] - The Zacks Consensus Estimate for NEM's 2025 sales and EPS indicates growth of 10.7% and 57.5%, respectively, while KGC's estimates imply growth of 27.8% and 108.8% [24][25] Investment Consideration - Both companies are well-positioned to capitalize on high gold prices, with strong financial health and development pipelines [27] - Newmont is viewed as a more attractive investment option due to its higher dividend yield and favorable valuation compared to Kinross [27]

Core Insights - Agnico Eagle Mines Limited (AEM) is focused on mineral reserve replacement, achieving a 0.9% year-over-year increase in proven and probable gold reserves to 54.3 million ounces by the end of 2024, with inferred mineral resources rising approximately 9% to 36.2 million ounces due to successful exploration drilling [1][8] Group 1: Exploration and Development - AEM's drilling campaigns in the first half of 2025 have advanced key projects, including the East Gouldie deposit at Canadian Malartic, with plans for production start-up in the second half of 2026 [2] - At Hope Bay, drilling results at Patch 7 indicate potential for mineral resource expansion, while the Marban deposit is being developed for reserve and resource expansion following the acquisition of O3 Mining [3] - AEM is also working on a feasibility study at San Nicolas, expected to be completed in late 2025, and has initiated the development of an exploration ramp at Detour Lake [3] Group 2: Competitive Positioning - AEM's initiatives in expanding its reserve base and inferred resources position it as a growth-oriented player among major peers, with a focus on maintaining drilling pace and converting potential into formally declared reserves through 2025 [4] - In comparison, Newmont Corporation (NEM) reported a 1.3% decline in gold reserves to 134.1 million ounces, raising concerns about its growth potential [5] - Barrick Mining Corporation (B) demonstrated strong reserve growth, increasing its proven and probable gold mineral reserves by approximately 17.4 million ounces to 89 million ounces, indicating proactive exploration efforts [6] Group 3: Market Performance - AEM's shares have surged 107.6% year-to-date, outperforming the Zacks Mining – Gold industry's rise of 117.7%, driven by record-setting gold prices [7][8] - The Zacks Consensus Estimate for AEM's earnings in 2025 and 2026 implies a year-over-year rise of 67.4% and 3.4%, respectively, with EPS estimates trending higher over the past 60 days [9] - AEM is currently trading at a forward 12-month earnings multiple of 22.38, which is approximately 37.4% higher than the industry average of 16.29 [10]

Key Takeaways TechnipFMC won a $75M-$250M Petrobras contract for subsea production systems.The deal spans design, engineering, manufacturing and life-of-field services.Systems will be built and serviced in Brazil, boosting local expertise and support.TechnipFMC plc (FTI) , a global leader in subsea technology and services, has secured a substantial contract from Brazil’s integrated oil and gas company Petrobras (PBR) , valued between $75 million and $250 million, following a rigorous competitive tendering p ...

Key Takeaways The U.S. is said to be negotiating up to a 10% stake in Lithium Americas.LAC's Thacker Pass could produce 40,000 tons of lithium annually for EV batteries.An ownership stake would extend Washington's push to anchor critical minerals.Seems like U.S. President Donald Trump is getting stronger in his push to cut America’s reliance on China. Speculations are rife that the Trump administration is seeking an equity stake in Lithium Americas Corporation (LAC) .Per Reuters, the government is said to b ...

Core Insights - The AI industry is experiencing significant investment, with companies like OpenAI planning to invest hundreds of billions into data centers, but revenue generation is lagging behind these expenditures [1][2] - Bain & Company estimates that AI firms will need around $500 billion in annual capital investment to build necessary data centers, with a projected total annual revenue requirement of about $2 trillion by 2030 [3][4] - Current monetization of AI tools and services is falling short, with a projected shortfall of nearly $800 billion in revenue [4] Investment and Growth - OpenAI's CEO indicated that the AI industry is facing bubble fears, despite OpenAI's annual recurring revenues expected to surpass $20 billion this year, which is not sufficient for profitability [5][6] - OpenAI is prioritizing growth over profit, aiming to achieve cash-flow positivity by 2029 [6] - The AI boom has positively impacted the market valuations of both public and private AI companies, with OpenAI valued at $324 billion and Anthropic at $178 billion [7][8] Market Dynamics - In 2025, 19 AI firms raised $65 billion, representing 77% of all private-market capital [8] - The demand for AI is expected to persist across various sectors, with potential for companies to develop monetization strategies as AI becomes essential [9][10] - The future revenue streams from subscription models and API fees remain uncertain, but the AI ecosystem is anticipated to evolve significantly [10] Investment Vehicles - AI-based exchange-traded funds (ETFs) are highlighted as potential investment options to mitigate company-specific risks, including Global X Robotics & Artificial Intelligence ETF (BOTZ) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) [11]

Group 1: Company Overview - Globalstar (GSAT) reiterated its 2025 revenue outlook of $260-$285 million and expects adjusted EBITDA margins around 50% [1] - In Q2, revenues were $67.1 million, up 11% year over year, while adjusted EBITDA increased to $35.8 million from $32.6 million [1] - The company is witnessing growth in commercial IoT, with an increase in the average number of subscribers driven by robust growth in gross activations [1] Group 2: Growth Catalysts - GSAT is advancing new platforms like the RM200 two-way module and XCOM RAN, which could further drive revenue [2] - The RM200M module is gaining traction across various sectors, including oil & gas and defense, tested by over 50 partners [2] - XCOM RAN aims to enter terrestrial wireless markets, broadening the total addressable market and enabling next-gen hybrid satellite-terrestrial network architectures [3] Group 3: Infrastructure and Investment - GSAT is investing in infrastructure upgrades, launching a global ground infrastructure program for the next-generation Extended MSS Network, adding about 90 antennas across 35 ground stations in 25 countries [4] - The HIBLEO-XL-1 filing indicates a move towards next-generation MSS capabilities, expanding satellite capacity and frequency spectrum [5] Group 4: Competitive Landscape - The satellite and communication industry is highly competitive, with rapid technological advancements and new entrants potentially impacting GSAT's revenue trajectory [6] - Competitors like Iridium Communications and Gilat Satellite Networks are expanding their addressable markets amid increasing demand for global connectivity [6] Group 5: Financial Performance and Valuation - GSAT's shares have gained 36.9% in the past month, while the Zacks Satellite and Communication industry grew by 80.1% [12] - GSAT stock is trading at a forward 12-month price/sales ratio of 15.35X, significantly higher than the industry's 1.37X [13] - The consensus mark for 2025 earnings has been revised up 77.1% to a loss of 8 cents per share over the past 60 days [14]

The market gave a little bit back from all-time highs Monday. It could tempt a lot of investors to blindly buy the dip. You’ve got to be extra careful during times like this. You want to try to avoid stocks that are all hype and no earnings. One way to uncover these potential pitfalls is by leaning on the Zacks Rank. Stocks in the good graces of our Zacks Rank have the strongest earnings trends. The opposite is true for stocks that are Zacks Rank #5 (Strong Sell) stocks.One such stock investors may want to ...