Elevate Renewables has acquired the 150-MW/600-MWh Prospect Power battery storage project in Virginia, set to begin operations this summer to support grid reliability and meet rising data center power demand.
A Reddit user posted a bullish case for Cleveland-Cliffs, citing its stock price, potential POSCO investment, facility closures, and macro factors like tariffs and rate cuts.
NextDecade Corporation (NEXT) is positioned to benefit from Europe's exit from Russian natural gas by 2027, with its Rio Grande LNG project set to start operations as supply shifts, backed by contracts from TotalEnergies and Exxon.
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.
Laughing Water Capital released its Q4 2025 investor letter, reporting returns and commenting on PAR Technology Corporation's stock performance and challenges.
Palantir Technologies' stock has more than doubled annually for three years, with Citigroup analysts forecasting further gains in 2026 driven by accelerating commercial and government revenue.
A bullish thesis on Canadian Natural Resources Limited highlights its dividend coverage, capital discipline, and long-term value despite recent oil price weakness.
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.
Adecoagro S.A. shares trade below intrinsic land value, with a bullish thesis citing undervalued assets, Profertil acquisition benefits, and Brazilian operations growth.
Occidental Petroleum's Q3 2025 update details a $9.7 billion asset sale to Berkshire, debt reduction plans, and operational progress on its Stratos carbon capture facility.
Clover Health's Counterpart Health platform demonstrates significant medical cost ratio improvements and top quality scores for its Medicare Advantage plan, with clinician adoption surging over 450% year-over-year.
A bullish thesis on Sweetgreen Inc. was posted on r/wallstreetbets, highlighting its premium positioning, operational improvements, and automation strategy. The stock traded at $7.72 on January 13.
Several Wall Street firms have upgraded, downgraded, or initiated coverage on key stocks including DraftKings, Intel, Nvidia, and Flutter Entertainment, citing factors like growth outlooks and market conditions.
Danaos Corporation's stock trades at a low valuation despite strong earnings growth and a strengthened balance sheet, with hedge fund holdings increasing slightly.
A bullish thesis on PagSeguro Digital Ltd. (PAGS) highlights its low valuation, strong cash position, and sensitivity to Brazilian interest rates, while noting competition risks.