Europe's Gas Ban Positions Cheniere Energy for Major Gains
Europe's 2027 ban on Russian gas imports creates a massive demand shift, with Cheniere Energy poised to benefit as the largest U.S. LNG exporter, according to analyst Nishant Chandra.
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Kristoffer Nader
Latest reporting and analysis by Kristoffer Nader.
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Starwood Property Trust Bullish Thesis Highlights High Yield and Income Focus
A bullish thesis on Starwood Property Trust, Inc. (STWD) was presented on The Swedish Dividend Investor's YouTube channel, emphasizing its high dividend yield and hybrid REIT structure.
Array Technologies Shares Show Valuation Gap Amid Turnaround
Array Technologies' stock trades at $10 with a forward P/E of 10.99, despite a sharp operational recovery from 2024 losses to 2025 growth, with revenue nearing $1.28B and shipment volumes up 74%.
TSMC Reports Strong Quarterly Growth and Plans Major Expansion
TSMC's Q4 profits rose 35% year-over-year, beating expectations. The company plans up to $56 billion in new factories outside Taiwan and the US, citing strong AI chip demand.
Salesforce Stock Struggles Despite AI Push and Political Ties
Salesforce shares continue to decline amid AI competition fears, despite CEO Marc Benioff's strengthened ties with the Trump administration and the company's AI initiatives showing growth.
Solana ETFs See Strong Inflows Amid Mixed Market Signals
U.S. Solana ETFs attracted $23.57 million on Wednesday, the highest in four weeks, as Bitcoin trades near $97,000. Analysts note potential momentum but caution on broader altcoin weakness and network pressures.
Analyst Cuts Spotify Price Target Amid AI Competition
Bernstein analyst Ian Moore lowered Spotify's price target to $650 from $830, maintaining an Outperform rating, citing competitive AI features as key to valuation pressure relief.
Certificate of Deposit Rates Decline While Remaining Historically High
CD rates are falling but still offer returns above 4%. The highest current rate is 4.1% APY. Rates have fluctuated over decades, influenced by economic events and Federal Reserve policies.
Equinor Secures 35 New Offshore Licenses in Norway's Latest APA Round
Equinor was awarded 35 new production licenses on the Norwegian continental shelf, with 17 as operator, spanning the North Sea, Norwegian Sea, and Barents Sea.