Carter, thank you for reminding me of the trade for my next 25 years in the XLU. >> Carter, >> oil services. Oih is the ETF long.>> Oh, from my acronym. Yes. I hope that works out.Um, a nice run that we've had, but I got to buy some protection. Triple Q put spreads for it. Um, LVMH.This is a space I think has been discounted more so than is justified. I think there's a lot of value here. So, take a look. ...

SLB, the world’s largest oil-services provider, sees resiliency in the industry and remains constructive about the second half of 2025 despite uncertainties in customer demand https://t.co/MIqSvOLwgu ...

Joining us now for more on the market, Sati, the DCLA managing partner. He's also a CNBC contributor. Sarat, great to see you.Um, we're practically at record highs. Yeah. Are you finding value or are you paying up.I think if you separate the market from the AI trade, I think you can definitely find opportunity and I would say a value of areas that have not performed, whether it's because there's an administration overhang or fundamentals really haven't caught up yet. So, I do think you can deploy capital. I ...

Core Insights - Geospace Technologies (NASDAQ: GEOS) has experienced a significant stock price increase, rising over 50% in a few trading sessions and exceeding 200% in the last month, with daily trading volume surging from below 100,000 shares to over 1.6 million [1][2] Group 1: Recent Developments - The surge in investor interest was triggered by a multi-year contract awarded by Petrobras for a high-value Permanent Reservoir Monitoring (PRM) system utilizing Geospace's OptoSeis® fiber optic technology, enabling continuous monitoring of deepwater oil reservoirs [3][4] - This contract provides Geospace with a long-term revenue stream, addressing investor concerns regarding the unpredictable, project-based revenue typical in the energy sector [4] Group 2: Business Strategy and Growth - Geospace is diversifying beyond its traditional energy roots, with a rebranding strategy called "Solutions for a Smarter Future" aimed at reducing dependence on the cyclical energy market [5][6] - The Smart Water segment has shown exceptional growth, reporting a 47.8% year-over-year revenue increase in Q2 2025, reaching $9.5 million, marking the highest first six-month revenue in company history [6][7] - The company has sold over 27 million Hydroconn® waterproof connectors, which are now certified for "Build America, Buy America" compliance, crucial for securing U.S. municipal contracts [7] Group 3: Financial Health - Geospace operates with virtually no long-term debt and holds approximately $20 million in cash and short-term investments, indicating strong financial health [7][8] - A current ratio of 5.59 suggests the company can comfortably cover its short-term obligations, allowing it to invest in high-growth segments without relying on external capital [8] Group 4: Future Outlook - The recent contract with Petrobras provides significant revenue visibility and potential cash flow, essential for accelerating the company's transformation into a diversified technology leader [9][10] - Key areas to monitor include the execution of the Petrobras project and continued innovation in the Smart Water segment, which will be critical for validating the long-term strategy [10][12]