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One investor sees the natural gas market setting up the same way memory chips did before a shortage sent Micron stock surging, and he thinks the fuse on this trade is already burning with hyperscalers and data center developers holding the bag.
One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.
One chief investment officer is making a compelling pitch for why natural gas could be the next wave to buy into amid the artificial intelligence boom.
Expand Energy (EXE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Howard Marks hunts dislocation. His latest Oaktree 13F reveals five common-stock equity positions that look nothing like a bull-market portfolio: a leveraged turbo maker, the largest US gas producer bleeding YTD, a gold miner that just gave back a fifth of its price in three months, a tanker riding a geopolitical spike, and a specialty pharma with negative book value.
D.A. Davidson and CO. increased its holdings in Expand Energy Corporation (NASDAQ: EXE) by 177.4% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,535 shares of the company's stock after purchasing an additional 13,772 shares during the quarter. D.A.
SPRING, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- Expand Energy Corporation (NASDAQ: EXE) announced today that it will release its 2026 second quarter operational and financial results after market close on July 28, 2026. A conference call to discuss the results has been scheduled for July 29, 2026 at 9:00 a.m. EDT. Participants can view the live webcast here. Participants who would like to ask a question, can register here, and will receive the dial-in info and a unique PIN to join the call. Links to the conference call will be provided on Expand Energy's website. A replay will be available on the website following the call.
WMB, AR and EXE face near-term gas-price pressure, but power demand and recovering LNG exports could support long-term opportunity.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.