Energy Transfer (ET) has secured long-term natural gas transport contracts with AI data centers, supporting mid-teen returns and significant earnings growth over the next decade. The company also benefits from increased natural gas liquids (NGL) exports amid the Iran conflict and expanded Flexport capacity. ET raised its organic growth capital guidance to $5.7 billion (+26.6% YoY) and FY2026 adjusted EBITDA to $18.4 billion (+15.1% YoY), underpinning its multi-year growth prospects. Despite a recent 25.8% stock rally, ET trades at a discounted EV/EBITDA of 8.64x compared to peers, offering a 6.63% forward distribution yield with 3–5% annual distribution growth, making it a strong buy recommendation.
Orion Group has achieved a 53% year-to-date gain, fueled by strength in its marine segment and promising adjusted EBITDA growth. The company reported a 14.6% revenue increase in Q1 and expects mid-teens revenue growth for the full year, suggesting po...
The BTC/XAU ratio has risen 19% in Q2, showing Bitcoin's strong capital inflows despite rising macroeconomic fears. However, with inflation climbing to 3.8% and Treasury yields above 4.5%, gold's appeal as a hedge is strengthening, supported by views...
Cosmos Hub (ATOM) surged 4.17% to $2.01, leading altcoin gains thanks to its blockchain interoperability focus and recent ecosystem developments. Other notable increases included Stable (STABLE) up 2.86%, Monero (XMR) up 0.82%, and Figure Heloc (FIGR...
Crypto futures markets experienced $368 million in liquidations over 24 hours, predominantly affecting long positions with $345 million lost, signaling a sharp negative turn in market sentiment. Bitcoin and Ethereum were the hardest hit, with liquida...
Canary Capital's Canary XRP ETF reported holding 212.6 million XRP valued at approximately $305 million as of its latest quarterly SEC filing. Although the number of XRP tokens increased from 175.6 million to 197.2 million by March 31, the overall va...
