Atomic energy is back, thanks to the ravenous demands of AI, favoritism from Trump, and the zeal of young entrepreneurs raising billions to build mini-reactors. The upside is unlimited.Read the full story: https://t.co/YMS3XDMCdq📸: Trevor Paulhus for Forbes https://t.co/3Ps5EgYUMp ...

At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!The iShares Global Energy ...

Joining us now is an analyst who covers the sector, Ryan Lavine, city senior senior utilities analyst. Ryan, thanks for joining us this morning. >> Thanks for having me.>> So, how does this work. This huge increase in electricity demand from data centers. Is that primarily what's driving up electricity costs.>> So, electricity prices are up about 23% over the last 5 years, and it's due to a variety of reasons. Yes, data centers have impacted some of the Northeast and Mid-Atlantic utilities due to unique reg ...

Accessible version Commodity Strategist Year Ahead 2026: Commodity Outlook Our top five themes Commodities set for another strong performance year The ICE MLCX TR index is up 6% YTD supported by large gains in precious and industrial metals prices, while agricultural and energy commodities also posted positive single digit returns, similar to BCOM. What will happen in 2026? Our economists are forecasting sticky inflation at 2.9%, with 75bps of rate cuts through 2026 and EURUSD at 1.22. Global GDP may expand ...

Core Viewpoint - Dividend 15 Split Corp. has renewed its at-the-market equity program, allowing the issuance of shares until October 6, 2026, with a maximum gross proceeds of $600 million [1][2]. Group 1: ATM Program Details - The renewed ATM Program replaces the previous program that ended in September 2024 and allows the Company to issue Class A Shares and Preferred Shares at prevailing market prices [1][2]. - Sales will occur through the Toronto Stock Exchange or other Canadian marketplaces, with the distribution governed by an equity distribution agreement with National Bank Financial Inc. [1][2][3]. - The volume and timing of distributions will be determined at the Company's discretion, and proceeds will align with the Company's investment objectives and strategies [3]. Group 2: Investment Portfolio - The Company invests in a high-quality portfolio of leading Canadian dividend-yielding stocks, including major banks and corporations such as Bank of Montreal, Royal Bank of Canada, and BCE Inc. [4].

Group 1 - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and companies that generate it [1] - The service offers subscribers access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [1] Group 2 - A two-week free trial is available for new subscribers, promoting engagement with oil and gas investment opportunities [2]

Core Insights - The article discusses the impact of the U.S. government shutdown on the CFTC's futures market data, particularly regarding gold and other precious metals, and the market's expectations for interest rate changes in December and January [2][26] - It highlights the significant price movements in gold, silver, and other assets, emphasizing the normalcy of price corrections after substantial gains [27][28] - The article also touches on the broader economic implications of potential interest rate cuts and their effects on asset valuations, particularly in the context of fund managers locking in profits [26][30] Group 1: Market Sentiment and Data Analysis - The CFTC data reflects a shift in market sentiment, with the probability of a rate cut in January rising from 17.4% to 25.2% over two weeks [2][26] - Managed positions in gold futures have seen a net long position decrease of 10.3% as of October 7, while silver and platinum also experienced declines in net long positions [4][8][9] - The article notes that gold prices have risen significantly from approximately $2,300 to around $4,000, indicating a potential for normal price corrections [27][28] Group 2: Investment Strategies and Asset Performance - The performance of gold compared to other assets shows that it has outperformed Nasdaq and Bitcoin year-to-date, despite recent declines [28] - The author references the investment strategies of notable figures, suggesting that holding physical gold and silver is a prudent approach amid market volatility [3][29] - The article warns against the mindset of expecting quick profits from high positions, likening it to gambling rather than investing [28] Group 3: Economic Outlook and Future Projections - The article posits that the U.S. is likely to continue lowering interest rates, which could support further increases in gold prices [30][29] - It discusses the potential for ongoing economic challenges, including stagflation, which may drive demand for physical assets like gold [32][33] - The future of gold prices is tied to the actions of the Federal Reserve and geopolitical dynamics, particularly U.S.-China relations [31][32]

Venture Global signed an agreement with Tokyo Gas to supply the utility with liquefied natural gas for 20 years, the US producer’s fourth long-term contract with a Japanese company https://t.co/fAefFkkvmf ...

Core Viewpoint - Berkshire Hathaway Inc Class B (NYSE:BRK.B) is considered a strong investment option by Redditors, particularly as a means to diversify portfolios in anticipation of a potential AI bubble burst [2]. Group 1: Investment Appeal - Berkshire Hathaway is involved in various sectors, including insurance, railroads, utilities, and energy, providing a diversified exposure [2]. - The company has a substantial cash reserve of approximately $380 billion, which positions it well against market volatility [2]. - The stock has appreciated by 11% year-to-date, indicating positive market performance [2]. Group 2: Portfolio Strategy - Berkshire's recent $4.3 billion investment in Alphabet reflects its increasing interest in AI and technology opportunities [3]. - Despite the potential for growth, concerns exist regarding the elevated valuation of Berkshire's stock [3]. - Insurance remains the primary source of revenue and operating income for Berkshire, highlighting its traditional business strength [3]. Group 3: Comparative Analysis - While Berkshire is viewed as a solid investment, there is a belief that certain AI stocks may offer higher returns with lower risk [4].

Group 1: Market Performance - In the third quarter of 2025, small-cap stocks gained over 12% as measured by the Russell 2000 Index, while Diamond Hill Capital's Small Cap Strategy portfolio returned 7.93% net of fees, trailing the index [1] - The underperformance of the portfolio was attributed to the rally being driven by sectors that the portfolio typically does not own [1] Group 2: FTAI Infrastructure Inc. Overview - FTAI Infrastructure Inc. (NASDAQ:FIP) focuses on acquiring, developing, and operating infrastructure assets for the transportation and energy industries [2] - The stock experienced a one-month return of -26.11% and a 52-week loss of 53.93%, closing at $3.99 per share with a market capitalization of $464.015 million on November 24, 2025 [2] Group 3: FTAI Infrastructure Inc. Performance and Strategy - FTAI Infrastructure was among the bottom contributors in Q3, with slower-than-expected volume increases at its Jefferson terminal and planned maintenance at its Long Ridge facility impacting revenues and share price [3] - The company announced plans to acquire The Wheeling Corporation, which operates the Wheeling & Lake Erie Railway Company, indicating a strategic shift towards becoming primarily a freight rail business while monetizing other assets [3] Group 4: Hedge Fund Interest - FTAI Infrastructure Inc. was held by 24 hedge fund portfolios at the end of the second quarter, unchanged from the previous quarter, indicating stable interest among hedge funds [4] - Despite the potential of FTAI Infrastructure, the company is not considered among the most popular stocks, with certain AI stocks being viewed as offering greater upside potential and less downside risk [4]