Core Viewpoint - Oil prices are nearing seven-month highs due to concerns over potential military conflict between the U.S. and Iran, which could disrupt oil supply [1] Group 1: Oil Prices and Market Dynamics - Brent futures are trading at $71.22 per barrel, up 0.64%, while WTI futures rose to $66.05, also up 0.64% [1] - Brent prices reached their highest since July 31, and WTI hit its highest since August 4, indicating strong market performance amid geopolitical tensions [1] - The American Petroleum Institute reported a significant increase in U.S. oil stockpiles of 11.43 million barrels for the week ending February 20, despite a decline in gasoline and distillate inventories [1] Group 2: U.S.-Iran Relations - U.S. envoys are scheduled to meet with an Iranian delegation for a third round of talks in Geneva, with Iran's Foreign Minister stating that a deal is "within reach" if diplomacy is prioritized [1] - The U.S. has positioned military forces in the Middle East to encourage Iran to negotiate an end to its nuclear and ballistic missile programs, raising concerns about supply disruptions [1] - Iran and China are reportedly accelerating discussions to purchase Chinese antiship cruise missiles, which could enhance Iran's military capabilities against U.S. naval forces [1]

Previously, we reported that the U.S. Shale Patch has witnessed a big slump in corporate buyouts in recent years as premium acreage depletes and volatile energy prices keep buyers on the sidelines. Following a record $192 billion in mergers and acquisitions announced in 2023 and $105 billion in 2024, U.S. upstream oil and gas M&A activity totaled just $65 billion in 2025, despite a late-year rebound with $23.5 billion in deals announced in the fourth quarter. However, the situation could not be more sta ...

Core Insights - The discussion centers around the performance and outlook of major tech companies, particularly Nvidia, Tesla, and the so-called "Magnificent Seven" (Mag-7) stocks, which include Apple, Microsoft, Meta, Google, Amazon, and Nvidia. The sentiment is cautious, with a focus on the potential for volatility in the market and the importance of strategic investment decisions. Group 1: Nvidia and Market Sentiment - Nvidia's upcoming earnings report is anticipated with uncertainty, as past earnings have not consistently led to stock price increases despite strong performance [4][5][20] - The speaker has reduced their Nvidia position, citing a lack of confidence in the stock's ability to maintain upward momentum post-earnings [6][22] - The overall market sentiment indicates that while 60% of S&P 500 stocks are outperforming the index, the Mag-7 stocks have seen pullbacks, suggesting a potential shift in market dynamics [7] Group 2: Analysis of Major Tech Companies - Apple is viewed as having the best risk-reward profile in the market, with expectations of steady returns through buybacks, although it may not double in value [8][60] - Microsoft is compared to Exxon in terms of forward P/E ratios, with a preference for holding Microsoft due to its growth potential [8][13] - Meta is seen as a strong contender in the AI space, with a recommendation to buy if the stock price falls below $620 [9] Group 3: Memory and Semiconductor Sector - The memory market is experiencing significant price increases, with prices for SanDisk memory cards reportedly doubling over the last 90 days due to supply constraints [25][29] - The speaker believes that the memory bottleneck will persist, contrary to some analysts who predict an expiration date for this issue [26] - Companies like Seagate, Western Digital, and Micron are highlighted as potential investment opportunities within the memory sector [27][29] Group 4: Energy Sector Insights - The energy sector has shown strong performance, with a 23% increase year-to-date, and specific companies like Devon Energy and Schlumberger are recommended for their solid fundamentals [30][32] - The speaker emphasizes the importance of dividends and low debt in selecting energy stocks, with MPLX highlighted for its attractive yield [33] Group 5: Investment Strategy and Tools - The use of analytical tools like TrendSpider and Seeking Alpha is emphasized for making informed investment decisions, particularly in volatile markets [34][36] - The speaker advocates for a buy-and-hold strategy, focusing on a limited number of stocks to manage effectively [56][86] - The importance of having cash reserves for potential market dips is also noted, allowing for strategic buying opportunities [72][74]

DALLAS, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (the “Partnership”) (NASDAQ-DMLP) announced today the Partnership’s net income for the year ended December 31, 2025 of $57,352,000 or $1.16 per common unit. A comparison of the Partnership’s consolidated results for the twelve month periods ended December 31, 2025 and 2024 are set forth below: Twelve Months Ended December 31, 2025 2024Operating Revenues$152,832,000 $161,523,000Net Income$57,352,000 <td style="padding-right: 0 ; text-align: ...

EOG Resources beats fourthquarter earnings estimates as production climbs | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of U.S. oil and gas company EOG Resources is seen in its office in Chongqing, China December 15, 2017. Picture taken December 15, 2017. REUTERS/Chen Aizhu [Purchase Licensing Rights, opens new tab]- Companies[EOG Resources Inc]Follow[US Oil and Gas PLC]FollowFeb 24 (Reuters) - EOG Resources [(EOG.N), op ...

Oil markets remain fixated on the threat of a U.S. attack on Iran — and this week could provide some clarity on the next move for crude prices, with talks between the two nations expected Thursday. ...

Dan, welcome back. If we strike Iran, the price of oil is probably going to go up and that will mean higher gas prices. Does that factor into President Trump's calculations.>> Good morning, Stuart. I look, I think it's part of the calculation. Uh, but it's important to remind uh the American people, the world generally, these are risk premiums are not supply premiums.So, yes, prices may go up in the short run for a very small amount of time, but they'll go away pretty quickly. I think the risk for Iran is, ...

Aethon recently brought several new wells online in the Shelby Trough at about 25 MMcf to 30 MMcf per day, according to management, with another five wells expected to come online in the first quarter. Management also said an additional 18 wells are expected to be drilled throughout 2026.Under those agreements, minimum drilling commitments are expected to ramp to 37 gross wells per year by 2031, management said. Fowler Carter added that including Aethon, the programs total 50 gross wells over the same perio ...

After some stability in the futures market for ultra low sulfur diesel (ULSD) signaled retail prices might stop rising, a renewed surge has led to a big move in the weekly benchmark price published Tuesday. The Department of Energy/Energy Information Administration average weekly retail diesel price rose 9.8 cents/gallon Monday, published a day later, to $3.809/g. It’s the seventh consecutive increase, a period during which the price used for most fuel surcharges has increased 35 cts/g. It’s the highest ...

Management repeatedly stressed that the play’s next step is driving costs down as development shifts from delineation to full-field execution. Van’t Hof said Barnett wells are currently around “$1,000 a foot,” and he framed a target of roughly “$800 a foot” as the threshold for returns to become competitive, particularly when paired with higher oil productivity.Chief Engineer Al Barkmann highlighted performance shown in the company’s investor materials, saying Barnett well results stood out versus the core ...