Breakfast News: Week in Review

Meta, SpaceX, and Tesla posted strong revenue but are spending heavily on AI infrastructure with uncertain cash flow outcomes. Walmart opened AI shopping to approved agents while Amazon blocked them. Salesforce acquired Braze for a 58% premium but analysts expect modest returns. Netflix and Intuitive Surgical face pricing power challenges. Old-economy companies like Cisco, Corning, and EQT benefit from AI buildout demand.

10/23/2026, 7:30 AM • The Motley Fool

Breakfast News: A $5.7 Billion Flex or Genius?

Salesforce acquires Braze for $5.7 billion to strengthen its marketing capabilities, with Braze stock jumping 50%. Netflix faces growth challenges with slowing revenue and weak ad performance. SpaceX beats expectations with 161% revenue growth, while Intuitive Surgical falls despite beating estimates due to cooling U.S. procedure growth. Tesla, Meta, and IBM report earnings with major capital spending decisions in focus. EQT continues steady cash flow growth as a natural gas producer.

10/21/2026, 7:30 AM • The Motley Fool

Forget LNG Exporters: EQT Is the Natural Gas Stock I'd Buy Today

EQT Corporation is recommended as a superior natural gas investment compared to LNG exporters. Unlike LNG terminal operators who lock in long-term contracts, EQT has greater upside potential through its integrated gas production model, ownership of midstream infrastructure including the Mountain Valley Pipeline, and exposure to both LNG markets and AI-driven power demand. The company offers better free cash flow durability at lower gas prices while capitalizing on premium market access.

09/28/2026, 11:15 AM • The Motley Fool

Americold Successfully Closes $1.3 Billion North American Cold Storage Joint Venture with EQT

Americold Realty Trust completed its joint venture with EQT's Active Core Infrastructure fund, with EQT acquiring a 70% stake in a portfolio of 12 temperature-controlled warehouse facilities valued at $1.3 billion. Americold received approximately $1.1 billion in net cash proceeds, which will be used to repay debt and strengthen its balance sheet. The partnership is positioned as a long-term platform for growth in the North American cold storage sector.

08/31/2026, 4:45 PM • GlobeNewswire

2 Energy Stocks With More Hype Than Fundamentals Right Now

The article examines two energy stocks where investor enthusiasm may be outpacing fundamentals. Oklo, a pre-revenue nuclear reactor company, has a $7.5B valuation based entirely on future potential with no commercial operations until 2028. EQT, the largest U.S. natural gas producer, is executing well operationally but faces headwinds from commodity pricing dynamics and increasing domestic supply that could limit earnings growth despite production increases.

08/06/2026, 8:05 PM • The Motley Fool

8 Undervalued Stocks That Fit Warren Buffett’s Value Investing Playbook

Warren Buffett warns that attractive valuations are increasingly difficult to find as speculation overshadows long-term investing in markets near record highs. However, opportunities remain for disciplined investors. Eight US stocks that have fallen 40-48% year-to-date are identified as undervalued by 24-63% based on InvestingPro Fair Value estimates, with analyst upside projections of 23-86%, including EQT and Expedia.

07/16/2026, 8:16 AM • Investing

The 22nd Annual Energy Innovations: LDC Gas Forum Rockies & West takes place in San Diego, CA, August 10 – 12, 2026

The 22nd annual Energy Innovations: LDC Gas Forum Rockies & West will convene 250+ natural gas industry professionals in San Diego to address critical issues in U.S. Rockies and West natural gas markets. Key topics include natural gas demand from AI data centers, LNG exports, midstream infrastructure constraints, gas/electric coordination, and policy developments. The event features keynote speakers from Shell Energy North America and Kinder Morgan, along with panel discussions from industry leaders.

07/07/2026, 1:58 PM • GlobeNewswire

1 Relatively Unknown Energy Stock You Won't Want to Miss

EQT, a natural gas producer in the Appalachian Basin, has declined 15.1% in one month due to falling natural gas prices and rising inventories. However, the article argues the stock may be oversold, highlighting the company's operational efficiency, debt reduction from $7.7B to $5.7B, reintegration of its Equitrans midstream unit, and potential upside from AI-driven data center demand in the Northeast Corridor.

06/21/2026, 4:05 PM • The Motley Fool

9 Stocks Offering Up to 46% Upside Despite a Hawkish Fed

Following the FOMC meeting led by Kevin Warsh, the Federal Reserve signaled a hawkish stance with nine policymakers now expecting rate hikes by end of 2026, contrary to earlier expectations. The Fed raised its inflation outlook to 3.6% and left rates unchanged at 3.50%-3.75%. The article identifies nine U.S. stocks with strong fundamentals, free cash flow yields above 5%, and EPS growth exceeding 10% that are well-positioned to navigate a higher-rate environment, offering upside potential of 27-46%.

06/18/2026, 2:02 PM • Investing

9 Stocks Offering Up to 46% Upside Despite a Hawkish Fed

Following the FOMC meeting led by new Fed Chair Kevin Warsh, the Federal Reserve signaled a hawkish stance with nine policymakers now expecting rate hikes by end of 2026, contrary to earlier expectations. The Fed raised its inflation outlook to 3.6% and left rates unchanged at 3.50%-3.75%. Markets fell sharply with the Nasdaq down 1.34% and S&P 500 down 1.21%. The article identifies nine U.S. stocks with strong fundamentals, free cash flow yields above 5%, and upside potential of 27-46% that are well-positioned to navigate a higher-rate environment.

06/18/2026, 7:38 AM • Investing

9 Stocks Offering Up to 46% Upside Despite a Hawkish Fed

Following the Federal Reserve's hawkish stance with nine policymakers now expecting rate hikes by end of 2026, the article identifies nine U.S. stocks with strong fundamentals suited to a higher-rate environment. These stocks offer 27-46% upside potential and feature EPS growth of 16-690%, free cash flow yields above 5%, and solid balance sheets. The article highlights EQT Corporation and Futu Holdings as examples of companies positioned to benefit from elevated interest rates.

06/18/2026, 4:44 AM • Investing

My ’Do Nothing’ Stocks Just Might Do Something

Value investor John Dorfman highlights five underperforming stocks that have remained flat over the past year but show promise for future growth. These 'Do-Nothing Club' stocks include Raymond James Financial, Gentex Corp, EQT Corp, Banner Corp, and Korn Ferry, which Dorfman believes are overlooked by analysts despite strong fundamentals. Historically, his Do-Nothing Club recommendations have averaged 16.6% annual returns versus 10.4% for the S&P 500.

05/21/2026, 5:32 AM • Investing

This $4 Million NMI Holdings Sale Comes as the Insurer Grows Book Value 15%

Muhlenkamp & Co. sold 101,570 shares of NMI Holdings (worth $3.93 million) in Q1 2026, reducing its position from 5.1% to 3.62% of AUM. Despite NMI's strong fundamentals—including 15% year-over-year book value growth, $99.3 million Q1 net income, and improved efficiency metrics—the stock has remained flat over the past year, significantly underperforming the S&P 500. The sale may reflect opportunity cost allocation rather than a negative view on the company's performance.

05/06/2026, 1:25 PM • The Motley Fool

Arium Networks Launches Following Completion of EQT's Acquisition of Crown Castle's Small Cell Solutions Business

Arium Networks officially launched as a standalone company following EQT's acquisition of Crown Castle's Small Cell & Venue business. The new digital infrastructure platform operates over 100,000 small cells across 43 states, serving the three largest U.S. mobile network operators and focusing on enhancing wireless connectivity in dense, high-demand areas.

05/01/2026, 9:23 AM • Benzinga

The Oil World Is Splintering — And America Has The Backup Plan

The Iran war has disrupted global oil supplies through the Strait of Hormuz, forcing Asia to seek alternative sources. The U.S. has emerged as a critical backup supplier, with record crude production of 13.6 million barrels per day and total liquid fuels production of 24 million barrels per day. American energy companies are benefiting from increased exports, while new supply chains involving Venezuelan heavy crude and Russian fuel oil are reshaping global energy dependencies.

04/27/2026, 1:19 PM • Benzinga