Schlumberger Limited (NYSE:SLB) is one of the best dividend stocks to buy. On August 25, SLB announced that OneSubsea, its joint venture, landed a project contract from Equinor covering design, supply, and construction of a 12-well subsea system in Norway’s Fram Sør field. After a year of early engineering and planning with Equinor, SLB OneSubsea completed the design and investment choice. It will now deliver four subsea structures and 12 fully electric subsea trees, which do away with hydraulic fluid and ...

Market Overview - The current investment landscape appears stable but is experiencing underlying chaos due to geopolitical tensions, deglobalization, rising debt levels, and supply chain disruptions [2] - Nominal growth is faster but also more volatile and unpredictable, with companies needing to find internal resilience as external support from low interest rates and inflation diminishes [2] Structural Innovations - Innovations such as AI, blockchain, GLP-1 therapies, and decarbonization are fundamentally reshaping business growth [3] - Traditional business models, particularly in software, are threatened by AI's ability to produce similar outputs at low costs [3] Economic Shifts - The year 2025 is seen as a pivotal point marking the end of the initial phase of significant economic regime shifts, with multiple macroeconomic pillars unwinding simultaneously [5] - The U.S. Treasury is now offering meaningful yields on new debt, leading to an annual interest expense approaching $1 trillion, which presents immediate fiscal challenges [10] Supply Chain and Inflation - Governments are localizing supply chains and building strategic stockpiles, leading to inefficiencies and increased costs in infrastructure and manufacturing [11][12] - A new regime of persistent inflation is anticipated, driven by constrained supply and inelastic demand, affecting affordability for consumers and corporations [13] Corporate Performance - The ClearBridge Value Strategy outperformed its benchmark, with strong contributions from sectors like utilities and communication services, particularly benefiting from AI-related developments [19][20] - The health care sector faced challenges due to regulatory concerns and rising medical costs, impacting major companies like UnitedHealth Group [21] Portfolio Positioning - A shift towards value-oriented investments is noted, with sectors tied to industrial activity and energy production expected to benefit from infrastructure rebuilding [23] - The strategy emphasizes the importance of companies with pricing power and real assets, as traditional safe havens face valuation pressures [23] Outlook - The U.S. economy is currently supported by fiscal expansion, but concerns about sustainability are rising, with tariffs and immigration policies likely to increase inflation and reduce growth [26][27] - Opportunities are identified in real assets like gold and copper, which serve as hedges against inflation and geopolitical risks [27]

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Energy remains one of my favorite sectors to invest in, given the valuation gap between it and the S&P 500 ( SPY ). At present, SPY has a P/E multiple of 25. ...

Schlumberger NV (NYSE:SLB) stock has been climbing since mid-August, now up 1.9% to trade at $35.97 as it heads for its seventh daily win in eight sessions. A look at the oil name's stock chart, however, shows plenty of overhead resistance and the shares trapped in a channel between $32 and $36. In simpler terms, now is a perfect time to bet on a short-term drop. The recent price action has SLB running into pressure at the $36 level, which has put pressure on the shares since early April. Plus, the stock ha ...

Key Takeaways SLB OneSubsea won an EPC contract from Equinor for the Fram Sor offshore Norway project.The award includes four subsea templates and 12 all-electric subsea trees.Fram Sor ties back to Troll C platform, enabling ultra-low emissions production.SLB (SLB) , through its OneSubsea joint venture, has been awarded a major engineering, procurement, and construction (EPC) contract by Equinor ASA (EQNR) for the Fram Sør field development offshore Norway. The project marks a milestone in subsea electrific ...

Core Viewpoint - US stock markets experienced a significant rally, with the Dow Jones Industrial Average reaching an all-time high, driven by remarks from Federal Reserve Chairman Jerome Powell that influenced large tech stocks positively [1][3][4]. Group 1: Market Performance - The Dow Jones surged by 846.24 points, a 1.89% increase, closing at 45,631.74, marking a historical high. The S&P 500 rose by 1.52% to 6,466.91, while the Nasdaq increased by 1.88% to 21,496.53 [3]. - For the week, the Dow Jones gained 1.53%, the S&P 500 increased by 0.27%, and the Nasdaq saw a decline of 0.58% [4]. Group 2: Federal Reserve Insights - Powell's speech at the Jackson Hole Economic Symposium indicated a shift in risk balance, suggesting that the current economic situation may require a policy adjustment due to rising risks in the job market [4]. - Following Powell's comments, traders increased bets on a potential 25 basis point rate cut in September, with a 91% probability according to CME FedWatch [4]. Group 3: Technology Sector Performance - Major tech stocks saw substantial gains, with Tesla rising over 6%, Google increasing by more than 3%, Amazon up over 3%, and Facebook gaining over 2% [7]. - Nvidia announced collaboration with Fujitsu on Japan's next-generation supercomputer and completed the production of six new chips [8]. Group 4: Commodity Market - Oil prices saw a slight increase, with WTI crude rising by 0.2% to $63.66 per barrel and Brent crude up by 0.1% to $67.73 per barrel [12]. - The Philadelphia Gold and Silver Index reached a new historical high, closing at 239.23 points, with a weekly increase of 3.37% [16]. Group 5: Chinese Concept Stocks - Chinese concept stocks generally rose, with the Nasdaq Golden Dragon China Index increasing by 2.73% and the Wind Chinese Technology Leaders Index up by 2.63% [18]. - Notable gains included Miniso rising over 20%, Semiconductor Manufacturing International Corporation up over 19%, and NIO increasing by over 14% [18].

Core Insights - Petrobras has awarded contracts worth 1.8 billion reais ($328 million) to Halliburton and Schlumberger for well services at the Buzios pre-salt field, aimed at intelligent hydraulic completion for up to 18 development wells between 2026 and 2028 [1][7] Group 1: Strategic Importance - The contracts signify a strategic win for Halliburton and Schlumberger, enhancing their presence in Brazil's growing oil and gas sector [2] - Halliburton is experiencing steady growth in Latin America, while Schlumberger is leveraging its technological advantages to secure global contracts [2] Group 2: Market Demand and Financial Impact - The rising demand for well completion services in Brazil is driven by expanding exploration and production in pre-salt fields, which is expected to boost earnings for Halliburton and Schlumberger [3] - The contracts are anticipated to provide timely revenue support amid volatile oil prices and the cyclical nature of oilfield services [3] Group 3: Operational Developments - Petrobras has achieved record production of 900,000 barrels per day at the Buzios field, with plans to increase capacity through additional floating production, storage, and offloading (FPSO) units [4] - A total of six FPSOs are currently operational, with a seventh expected by year-end and four more scheduled to begin production by the time the contracts take effect [4] Group 4: Challenges and Future Outlook - While the contracts present growth potential, executing them will involve technical and environmental challenges, as well as compliance with Brazil's regulatory framework [6] - The agreements highlight the significance of the Buzios field in meeting Brazil's production goals and the role of leading service companies in maximizing its potential [6]

Market Performance - The US stock market experienced a decline, with the S&P 500 index falling for the fifth consecutive trading day [1][2] - The Dow Jones Industrial Average closed down 0.34% at 44,785.5 points, while the S&P 500 dropped 0.4% to 6,370.17 points, and the Nasdaq fell 0.34% to 21,100.31 points [2] Economic Data - Initial jobless claims in the US rose to 235,000, the largest increase in nearly three months, exceeding expectations of 225,000 [4] - The Philadelphia Fed manufacturing index unexpectedly contracted to -0.3, significantly down from 15.9 the previous month and below the market expectation of 7.0 [4] - Continuing jobless claims reached 1.972 million, the highest since November 2021, surpassing the forecast of 1.96 million [4] Corporate Earnings - Walmart's stock fell 4.5% despite reporting a 4.8% year-over-year revenue increase to $177.4 billion, as its non-GAAP earnings per share of $0.68 missed market expectations due to increased insurance claims [4] Oil Market - International oil prices rose, with Brent crude increasing by $0.83 to $67.67 per barrel and WTI crude up $0.81 to $63.52 per barrel [8] - US crude oil inventories decreased by 6 million barrels to 420.7 million barrels, significantly more than the expected decrease of 1.8 million barrels [8] Chinese Stocks - Chinese stocks listed in the US saw a majority increase, with the Nasdaq Golden Dragon China Index rising by 1.35% [10] - Notable gainers included Xiaoying Technology, which surged over 16%, and XPeng Motors, which rose more than 11% [10] US-EU Trade Agreement - The US and EU have reached an agreement on a trade framework covering 19 areas, including agricultural products, automobiles, and semiconductors [11] - The EU will eliminate tariffs on all US industrial products and provide preferential market access for various US agricultural products [11][12] - The US will apply a maximum tariff rate of 15% on most EU goods, including automobiles and pharmaceuticals [13]

Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article emphasizes the importance of conducting personal research before making investment decisions [2] - It clarifies that the opinions expressed are personal and not professional investment advice [2][3]

Industry Overview - OPEC+ nations' decision to increase oil production raises concerns about an oversupplied market, compounded by hopes for a peace deal between Russia and Ukraine, leading to poor performance in energy stocks [1] - The bear case for oil may be overly crowded, with potential underestimated demand that could benefit energy stocks in late 2025 and into 2026 [2] Demand Factors - The Federal Reserve's potential interest rate cut of 25 basis points (0.25%) could stimulate industrial activity, travel, and freight, positively impacting oil demand [2] - Residential demand for electricity and heating fuels is sticky and seasonal, with oil-fired generation still relevant in some regions, indicating less elastic consumption than assumed [3] Supply Considerations - OPEC+ nations have not committed to supply increases after September, which could tighten supply and lead to higher oil prices [3] - Geopolitical risks, including potential higher tariffs on countries like India, may persist regardless of the Russia-Ukraine conflict resolution [4] Company Insights: Chevron - Chevron's stock is up 7.7% in 2025, attributed to the completion of its merger with Hess Co., enhancing exposure to Guyana's oil reserves [6] - The company produces between 800,000 and 850,000 barrels of oil equivalent per day (boe/d) in the Permian Basin, focusing on capital efficiency as a growth driver [7] - Analysts have a consensus price target of $164.11 for Chevron, indicating a 5% upside [8] Company Insights: Exxon Mobil - Exxon Mobil, after acquiring Pioneer Natural Resources, is the largest operator in the Permian Basin, generating approximately 1.6 million to 1.8 million boe/d, with plans to reach two million boe/d by 2027 [9] - The stock is down approximately 0.75% in 2025, but analysts project a consensus price of $125.84, offering a 17% upside [10] Company Insights: Schlumberger - Schlumberger is considered a high-beta play in the oil sector, with potential for greater upside if demand exceeds expectations [12] - The company’s stock is down 12.8% in 2025, but analysts forecast a price target of $49.28, representing an increase of over 47% [14]