Insider Sell: Mark Widmar Sells 4,815 Shares of First Solar Inc (FSLR)
Mark Widmar, CEO of First Solar Inc's subsidiary, sold 4,815 shares of FSLR on May 21, 2026. This transaction reduces his total holdings to 89,033 shares. The company has seen 0 insider buys and 67 insider sells over the past year, with First Solar Inc trading at $247.43, deemed Fairly Valued by GuruFocus.
America's first stand-alone Costco gas station lands in a California suburb soon
Costco is set to open its first stand-alone gas station in Mission Viejo, California, in June, expanding its presence beyond traditional warehouses. This high-capacity station aims to continue offering less-expensive gas, which historically drives membership sign-ups and brand recognition. A second gas-only station is already planned for Honolulu in 2027, indicating a new strategy to reach members in locations unsuitable for full warehouses.
US Microreactor Takes Another Significant Step Towards Deployment
The U.S. Nuclear Regulatory Commission (NRC) has accepted a construction permit application for NANO Nuclear Energy and the University of Illinois' KRONOS MMR, a significant step marking the first commercially ready microreactor to reach this milestone. This moves the project from a design concept into the formal licensing phase, with a potential finalized review next year and construction by late 2027. The KRONOS MMR is designed to provide clean, reliable energy to various off-grid locations, and its advancement highlights the growing maturity of microreactor technology in the U.S.
Kuntal Kumar Verma Sells 582 Shares of First Solar (NASDAQ:FSLR) Stock
First Solar insider Kuntal Kumar Verma sold 582 shares on May 21st at an average price of $250, totaling $145,500, decreasing his ownership by 10.49%. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan. The company's stock rose 3.6% to $257.85 and recently reported better-than-expected quarterly earnings and revenue.
Largo Inc stock (CA52467T1066): Q1 2026 loss narrows as vanadium producer pushes efficiency
Largo Inc reported a narrower net loss for Q1 2026, driven by continuous cost optimization and efficiency measures in response to weak vanadium prices. The company's core business involves vanadium production, with a strategic focus on expanding into vanadium redox flow batteries for energy storage to mitigate commodity price volatility. Despite subdued market reaction to its earnings, Largo is positioned for potential growth through infrastructure demands and clean energy trends, though it faces risks from its concentrated asset base and exposure to Brazilian operations.
Eversource Energy Data Breach Lawsuit Investigation
Shamis & Gentile P.A. is investigating a data breach at Eversource Energy that exposed the sensitive personal information of 3,049 current and former customers. The breach, which occurred in April 2026 due to a phishing campaign, compromised names, addresses, account information, Social Security numbers, and driver's license numbers, among other details. Individuals affected by this incident may be eligible to join a class action lawsuit for compensation.
Chevron director John B Hess sells $73.4m in common stock
Chevron director John B. Hess sold 370,000 shares of common stock totaling approximately $73.4 million on May 20, 2026, through a trust. The sales occurred at prices ranging from $191.5195 to $197.4498 per share. Despite the sale, Mr. Hess retains significant direct and indirect ownership in the company, which has shown strong returns and raised its dividend for 38 consecutive years.
Up To 70 Daily Flights: American Airlines Puts Pressure On Delta With 4 New European Routes
American Airlines has launched four new European routes from Philadelphia and Dallas/Fort Worth, preparing for a record-breaking summer with up to 70 daily flights between the US and Europe. A key strategic move is the return to Prague, directly challenging Delta Air Lines' previously dominant position on the US-Czechia route. American is also focusing on operational reliability through redesigned hub schedules to support this expansion and improve performance.
FedEx to fully redeem €354.9M of 1.300% Notes due 2031 at €358.6M redemption price
FedEx has announced the full redemption of €354.9 million of its 1.300% Notes due 2031, with a total redemption price of €358.6 million. The redemption date is set for May 28, 2026, and the aggregate price includes accrued and unpaid interest. This information is based on an SEC filing from May 22, 2026.
Trust tied to Chevron (NYSE: CVX) director John B. Hess sells 380,000 shares
A trust linked to Chevron director John B. Hess reported the sale of 380,000 shares of Chevron Common Stock on May 20, 2026. The sales were executed at prices ranging from $191.30 to $197.60 per share, significantly reducing the trust's holding while Hess still retains substantial indirect and direct ownership in Chevron. This insider transaction is categorized with a "Very High" filing impact and "Very Negative" sentiment due to the large volume of shares sold.
Mach Natural Resources (MNR) launches $100M at-the-market shelf with Morgan Stanley
Mach Natural Resources LP has launched an at-the-market (ATM) equity offering to sell up to $100 million of its common units through Morgan Stanley & Co. LLC. The company plans to use any net proceeds from this offering to repay term loan borrowings under its Credit Agreement and for general partnership purposes, which may include financing capital expenditures, acquisitions, or other business opportunities. The sales agent, Morgan Stanley, will receive a 2.5% commission on gross proceeds, and estimated non-commission offering expenses are approximately $400,000.
Fresh €1.6 Billion Bond Deal And Energy Push Might Change The Case For Investing In Linde (LIN)
Linde plc recently issued €1.6 billion in new bonds to enhance its funding flexibility and support its strategic shift towards clean energy and aerospace initiatives, including a US$100 million air separation plant near SpaceX's Starbase. While this move strengthens its balance sheet for high-specification projects, investors should consider the ongoing risk of weaker industrial demand in Europe. Linde's projected revenue and earnings suggest a 5% upside to its current price, with various community valuations ranging from US$372 to US$541 per share.
Targa Resources (NYSE: TRGP) shareholders approve 2026 director slate, auditors and executive pay
Targa Resources Corp. (NYSE: TRGP) held its 2026 Annual Meeting of Stockholders on May 21, 2026, where shareholders approved the election of four Class I directors for three-year terms. They also ratified PricewaterhouseCoopers LLP as independent auditors for 2026 and approved, on an advisory basis, the compensation for named executive officers for the fiscal year ended December 31, 2025. The results indicate strong shareholder support for the company's governance and executive compensation practices.
Norfolk Southern (NYSE: NSC) director receives dividend-based stock unit awards
Norfolk Southern director Richard H. Anderson was awarded dividend-based stock unit awards, not through open-market trades. He received 10.1408 restricted stock units and 6.5216 deferred stock units, increasing his total holdings to 2,379.1805 restricted stock units and 1,512.9695 deferred stock units. The restricted units will settle in common stock, while deferred units will be satisfied in cash upon retirement.
Xcel Energy (NASDAQ: XEL) investors back board, pay and 2026 auditor
Xcel Energy Inc. shareholders approved all agenda items at the 2026 Annual Meeting. This included the election of all ten board nominees, the advisory approval of executive compensation, and the ratification of Deloitte & Touche LLP as the independent registered public accounting firm for 2026. The decisions reflect strong shareholder support for the company's current governance and compensation practices.
Halliburton CEO Jeff Miller joins Noble Corporation (NE) board as independent director
Noble Corporation plc has appointed Jeff Miller, the Chairman, President, and CEO of Halliburton, to its board of directors, increasing the board size to eight members. Miller will receive pro-rated annual compensation similar to other non-employee directors and has been deemed independent by the New York Stock Exchange rules. This appointment is expected to provide valuable industry insights and strategic leadership for Noble Corporation.
NANO Nuclear Eyes AI Infrastructure Role With SMCI - Nano Nuclear Energy (NASDAQ:NNE), Super Micro Comput
NANO Nuclear Energy is partnering with Super Micro Computer to address the energy demands of rapidly expanding AI infrastructure. CEO James Walker states that AI is becoming as much an energy story as a technology story, with power availability emerging as a limiting factor for growth. The companies are exploring microreactors as a solution to provide stable, carbon-free, on-site power for AI data centers, potentially leading to a "compute plus power" bundled model.
Unitholders back board and pay at Plains All American (NASDAQ: PAA)
Plains All American Pipeline, L.P. unitholders held their 2026 annual meeting, with significant participation to vote on key corporate matters. They elected four Class I directors with overwhelming support, ratified PricewaterhouseCoopers LLP as the independent auditor, and approved the 2025 named executive officer compensation on a non-binding advisory basis. The high participation rate and approval margins reflect strong unitholder alignment with the company's proposals, particularly for director elections and auditor ratification, while executive compensation received advisory approval.
PHINIA shareholders to receive $0.30 quarterly cash payout
PHINIA Inc. (NYSE: PHIN) announced that its Board of Directors has declared a quarterly cash dividend of $0.30 per common share. This dividend is payable on June 23, 2026, to shareholders of record as of the close of business on June 9, 2026. PHINIA is a global leader in fuel systems, electrical systems, and aftermarket solutions, with approximately 12,500 employees across 40 locations worldwide.
GQG Partners discloses 187.2M ADS stake in Petrobras (NYSE: PBR)
GQG Partners LLC has disclosed a beneficial ownership of 187,199,112 American Depositary Shares (ADS) in Petroleo Brasileiro S.A. Petrobras (NYSE: PBR), which represents a 5.03% stake. The Schedule 13G filing indicates that GQG Partners holds sole voting power for 170,206,561 ADS and sole dispositive power for all 187,199,112 ADS. This filing, signed by Salvatore DiGangi, Chief Compliance Officer, dated May 20, 2026, signifies an investment purpose rather than an intent to influence control over the company.
JOBY Stock Climbs As eVTOL Demos And Cash Pile Draw Trader Focus
Joby Aviation Inc. (JOBY) stock climbed 4.9% after successful electric vertical take-off and landing (eVTOL) passenger demo flights between JFK Airport and Manhattan. Despite a Q1 loss, the company boasts a strong cash balance of $2.5 billion and is making significant progress in FAA certification and federal integration programs. Analysts maintain neutral ratings while institutional interest, exemplified by ARK Investment's purchase, highlights JOBY's status as a leading public eVTOL name.
Neighbor reflects on battle over Laurel gas plant as new proposal emerges in Broadview
A Laurel resident, Steve Krum, who previously opposed the construction of a gas plant in Laurel, is now raising concerns about a new proposal for a data center near Broadview. The data center, proposed by Quantica, is seeking to build multiple gas plants to meet its energy needs, prompting worries about environmental impact and health implications, especially given the experience with the existing Laurel plant. Environmental groups like the Northern Plains Resource Council share these concerns, while NorthWestern Energy defends its existing Laurel plant as clean and necessary for reliable energy during peak demand.
Navios Maritime Partners LP Stock 12‑Month Price Target Raised to $91.6, Implies 23% Upside
Navios Maritime Partners LP (NMM) has seen its average 12-month price target raised from $90.6 to $91.6 by five analysts, with forecasts ranging from $85 to $100 per share. This new target implies a potential upside of approximately 23% from the May 21 closing price. The consensus rating for NMM remains a "Buy" across all five covering analysts.
Hubbell, Rockwell Automation, and First Solar Shares Skyrocket, What You Need To Know
Shares of Hubbell, Rockwell Automation, and First Solar surged following a fresh all-time high for the Dow, driven by cooling Treasury yields and progress in Iran peace talks, which injected confidence into the industrial sector. The article highlights that the AI infrastructure buildout is adding a second growth engine, pushing these stocks to new highs. Specifically, First Solar's recent partnership with GameChange Solar to deploy thin-film solar modules in India was noted as a significant factor for its strong performance.
Matrix Service, Hyster-Yale Materials Handling, and FTAI Aviation Shares Are Soaring, What You Need To Know
Shares of Matrix Service (MTRX), Hyster-Yale Materials Handling (HY), and FTAI Aviation (FTAI) saw significant jumps following a broad market rally for industrials. This surge is attributed to cooling Treasury yields, progress towards peace in Iran, and the ongoing AI infrastructure buildout. Although Hyster-Yale recently reported a challenging Q1 2026 with an earnings miss and declining margins, its stock gained alongside the sector, which has been boosted by both cyclical recovery and structural growth from AI capital expenditures.
Fermi Inc. (FRMI) founder nominates slate to run dual-track strategic review
Fermi Inc.'s founder, Toby R. Neugebauer, and affiliated parties are seeking to elect a new board majority through a special meeting to initiate an independent, banker-led dual-track strategic review of Project Matador. They argue the current board refused a market test, citing risks of lease pricing, financing, dilution, and execution. The founder parties believe a dual-track process, evaluating both a sale and leasing, will maximize shareholder value for the scarce 7,500-acre site with significant power generation assets.
Oklo reinstated with Buy rating at BofA as potential early leader in small modular reactors
Bank of America has reinstated coverage of Oklo (OKLO) with a Buy rating and an $80 price target, viewing the company as a potential early leader in small modular reactors. Oklo's stock rose 2% following the news. Concurrently, BofA resumed coverage of NuScale Power (SMR) with a Neutral rating and a $12 price target, leading to a 1.1% increase in its shares.
Ford Surges 8%, Easily Outpaces General Motors and Stellantis: The Detroit Comeback Has a Clear Leader
Ford stock surged 8% on Friday, significantly outperforming General Motors and Stellantis, and is up 13% year-to-date. This outperformance is attributed to Ford's strong Q1 2026 results, raised full-year guidance, the Ford Energy battery storage framework, and high-margin Ford Pro software subscriptions. While GM and Stellantis have faced challenges including market share slips and significant charges related to EV program cancellations, Ford appears to be the leader in the "Detroit comeback" narrative.
Georgia Power shares ways to cut summer energy bills
Georgia Power is offering customers tips and tools to reduce energy consumption and manage bills as summer temperatures rise. The company also announced a proposed agreement with the Georgia Public Service Commission that could lead to monthly savings for typical residential customers starting in June. Additionally, eligible customers can access free home energy improvements through the EASE Program and find assistance for bill payments through various partnerships.
Ford Surges 8%, Easily Outpaces General Motors and Stellantis: The Detroit Comeback Has a Clear Leader
Ford stock has surged 8% and is significantly outperforming General Motors and Stellantis year-to-date, driven by strong Q1 2026 results, raised guidance, and expanding high-margin annuity streams from Ford Pro and the new Ford Energy framework. While GM has lost momentum in 2026 and Stellantis remains a structural laggard despite some stabilization, Ford's strategic moves position it as the clear leader in the Detroit automotive sector's comeback. The bull case for Ford centers on its innovative optionality and software growth, though potential bear cases include the timing of new initiatives and one-time tariff benefits.
Insider Sell: Mark Maddox Sells 9,800 Shares of APA Corp (APA)
Mark Maddox, Executive Vice President of Administration at APA Corp, sold 9,800 shares of APA Corp on May 20, 2026, reducing his holdings to 66,810.471 shares. This transaction follows a pattern of insider selling over the past year with no insider buys. The company's stock, trading at $40.04, appears significantly overvalued based on its GF Value of $25.46.
Morgan Stanley Forecasts Strong Price Appreciation for Matador Resources (NYSE:MTDR) Stock
Morgan Stanley has increased its price target for Matador Resources (NYSE:MTDR) from $73 to $75, maintaining an "equal weight" rating and implying a 33% potential upside. This comes after Matador Resources reported better-than-expected quarterly results and announced a significant $1.1 billion acquisition in the Delaware Basin, which is expected to boost future production. Analyst sentiment for the stock remains generally positive, holding a "Moderate Buy" consensus.
Eversource Data Breach Impacts 3,049 Customers
Eversource Energy, a Fortune 500 utility company, recently disclosed a data breach affecting approximately 3,049 customers across Connecticut, Massachusetts, and New Hampshire. The breach, which occurred in April 2026 due to a cybercriminal phishing campaign, exposed various personal information including names, addresses, account details, phone numbers, email addresses, Social Security numbers, driver's license numbers, federal identification numbers, and financial account numbers. Eversource is offering 24 months of complimentary identity protection services to affected individuals, with a deadline to enroll by August 27, 2026.
Imperial Oil stock (CA4530384086): regulator presses for Norman Wells cleanup clarity
The Canada Energy Regulator is scrutinizing Imperial Oil's plans for cleaning up the Norman Wells oilfield, highlighting increased regulatory and environmental accountability for the energy producer. This review by the CER underscores the growing importance of environmental, social, and governance (ESG) factors for investors and may influence how Canadian energy companies manage long-term asset retirement obligations. The focus on Norman Wells, an older, declining field, suggests a broader regulatory trend for decommissioning and reclamation across the Canadian energy sector.
Halliburton CEO Jeff Miller joins drilling company's board of directors
Jeff Miller, the CEO of Halliburton, has been appointed to the board of directors of Noble, a significant drilling company. This move comes as Noble is actively pursuing contract growth and fleet optimization strategies. The article highlights this development, noting Miller's role at the oil field service giant.
Strength in Defense Aerospace Drives RBC Bearings: Can the Momentum Sustain?
RBC Bearings (RBC) is experiencing strong growth in its Aerospace & Defense segment, with revenues up 41.2% in Q4 fiscal 2026, driven by commercial aerospace and increased defense orders for marine and missile applications. The company's robust backlog and strong execution are expected to maintain this momentum. Peers like Howmet Aerospace and Textron are also seeing positive trends in the defense and commercial aviation sectors, respectively, indicating a broader industry strength.
CEG Stock Underperforms Industry in Past 3 Months: How to Play?
Constellation Energy Corporation (CEG) shares have underperformed the Zacks Alternate Energy – Other industry over the past three months, gaining only 0.6% compared to the industry's 6% rally. This underperformance is attributed to delays in transmission projects and a lack of new large data center contracts. However, the company is expected to benefit from the Calpine acquisition, its focus on clean energy, strategic investments in nuclear and renewable assets, and strong earnings growth estimates and dividend policies.
Is Caterpillar's Power & Energy Segment Its Next Big Growth Engine?
Caterpillar's Power & Energy segment is becoming a primary growth engine, driven by the demand for distributed and backup power solutions for data centers, electrification, and AI. The segment, which accounted for 42% of Caterpillar's total revenues in 2025 and saw robust growth, is expected to continue its upward trajectory with strong backlog growth in Power Generation and Oil & Gas markets. Caterpillar has significantly increased its capacity plans and sales targets for this segment, positioning it strongly against competitors like Cummins and GE Vernova.
Is Caterpillar's Power & Energy Segment Its Next Big Growth Engine?
Caterpillar's Power & Energy segment is becoming a primary growth driver, fueled by the increasing need for distributed and backup power solutions for data centers and AI. The segment contributed significantly to the company's revenues in 2025 and is projected for continued strong growth in 2026, especially in power generation and oil & gas. Caterpillar is expanding its capacity and has strategic agreements to provide substantial generator sets for prime power applications, positioning it competitively against peers like Cummins and GE Vernova.
Senator urges US to finalize rules barring airline family seating fees
Senator Ed Markey is pressing the U.S. Transportation Department to finalize rules preventing airlines from charging families extra to sit together, especially when adjacent seats are available. This proposed rule originated under former President Joe Biden, but Markey notes a lack of progress in its finalization for over 18 months. While many major airlines have committed to guilt-free family seating, the DOT's rule would ensure consistency across all carriers and impose penalties for non-compliance.
Cummins Raises Long-Term Financial Expectations, Product Investments
Cummins Inc. announced raised long-term financial expectations for growth and profitability at a meeting with analysts and shareholders. The company's leadership highlighted strong performance, strategic execution, and continued investments in innovative technologies across its Engine Business and Power Systems Business, leading to increased revenue growth and margin expansion targets. Cummins aims to deliver increasing returns to shareholders by leveraging its broad portfolio, customer partnerships, and financial strength.
GBX Should I Buy
This article provides an analysis of Greenbrier Companies Inc (GBX) for investors considering whether to buy the stock. It details recent analyst ratings and price target revisions, highlighting a downgrade by BofA due to lower-than-expected earnings and a maintained positive rating by Susquehanna with an increased price target. The overall sentiment from Wall Street analysts suggests a moderate sell for GBX, with a forecast for the stock price to fall.
United Airlines Holdings’ SWOT analysis: stock navigates growth amid expansion plans
United Airlines Holdings (UAL) is expanding its fleet and focusing on premium and corporate travel, showing resilience despite external challenges. The company reported solid Q4 2025 results and has positive guidance for 2026, driven by improved unit revenue and strong free cash flow expectations. While a significant fleet expansion presents integration risks and capital costs, its focus on high-margin segments and strategic capacity growth position it for potential market share gains.
FedEx-led consortium sets $9B offer for Polish logistics company InPost
A FedEx-led consortium has made a $9 billion offer for the Polish logistics company InPost. The consortium has already received regulatory clearances from five countries, and the European Commission is expected to complete its review in the latter half of 2026. This acquisition highlights FedEx's continued strategic expansions in the global logistics market.
CMS Energy Corp. stock outperforms competitors on strong trading day
Shares of CMS Energy Corp. (CMS) advanced by 1.21% to $74.53 on Friday, outperforming both the S&P 500 Index and the Dow Jones Industrial Average. This marked the stock's second successive day of gains, contributing to an overall strong trading session for the market.
Uber evaluating takeover of Delivery Hero - Bloomberg (UBER:NYSE)
Uber Technologies is reportedly considering a full takeover of Delivery Hero SE, following a disclosed increase in its stake in the company. Following this news, Uber's shares experienced a slight decline, while Delivery Hero's ADRs saw a significant jump.
Frontline Sees Strongest Quarter in Two Decades as Hormuz Crisis Reshapes Tanker Trade
Frontline plc, a leading crude oil tanker operator, reported its strongest adjusted quarterly earnings in over 20 years, driven by significant disruptions in oil flows through the Strait of Hormuz during the U.S.-Iran conflict. The crisis led to soaring tanker rates and rerouted global crude trading patterns, boosting Frontline's profits and daily spot TCE earnings across its vessel classes. The company also strategically reshaped its fleet by selling older vessels while expanding its modern tonnage and securing new financing.
BP vs EPD: Which Energy Giant Has the Stronger Investment Case?
This article compares BP and Enterprise Products Partners (EPD), two major energy companies with different business models, to determine which offers a stronger investment case. BP, an integrated energy company, benefits from diversified assets, upstream growth, and exposure to high oil prices, currently holding a Zacks Rank #1 (Strong Buy). EPD, a midstream partnership, offers stability through its fee-based model, long-term contracts, and predictable cash flows, and has a Zacks Rank #2 (Buy).
Update: Intercontinental Exchange, OKX to Launch Perpetual Futures Tied to Oil
Intercontinental Exchange (ICE) and cryptocurrency exchange OKX have announced a partnership to launch perpetual futures contracts tied to oil. This collaboration marks a significant step in bridging traditional financial markets with the growing digital asset space, offering new trading opportunities for oil derivatives.
OKX and ICE Are Bringing 'Never-expiring' Oil Futures to 120 Million Crypto Users
OKX and Intercontinental Exchange (ICE) have partnered to launch "never-expiring" oil futures contracts for cryptocurrency traders. This initiative aims to provide 120 million OKX users with access to a new way of trading oil derivatives, leveraging the capabilities of ICE's data and network. The product, named "MicroStrategy Perpetuals," allows for continuous exposure to oil prices without traditional expiry dates, marking a significant step in integrating traditional commodities into the crypto derivatives market.
