See the full story in the original article.
Original headline: Oracle (ORCL): A Top 10 Cheap AI Stock Trading at Just 11x Forward Earnings
Read the original on Yahoo Finance ↗
Keywords
Energy Transferearningsnatural gas
Open a keyword to see other news on the same topic.
Related news
- Energy Transfer Just Delivered a Monster Quarter. Is Its High-Yielding Stock a Buy?
Energy Transfer posted a strong quarter, with adjusted EBITDA of $5 billion, up 31% year over year, and distributable cash flow up 33% to $2.5 billion. Growth came from natural gas transportation, where intrastate EBITDA rose 50% to $346 million after the early completion of the Hugh Brinson Pipeline, and from NGL and refined-products EBITDA, up 16% to $1.2 billion. The company raised full-year adjusted EBITDA guidance by $850 million at the midpoint to $19.7–19.9 billion, though part of that growth came from acquisitions. Growth capital spending for 2026 was lowered to $5.4–5.6 billion, while about $7 billion is expected in 2027. Distributable cash flow of $7.8 billion through nine months covered the 6.7%-yielding distribution 2.2 times, and the company agreed to acquire Vaquero Midstream for $2.6 billion.
- Energy Transfer's Next Earnings Report Could Send the Stock Higher
Energy Transfer (ET) reports third-quarter earnings this week on Tuesday, after a strong run that has lifted its unit price nearly 27% this year. In Q2, adjusted EBITDA rose 31% to nearly $5.1 billion and distributable cash flow rose 32% to $2.6 billion, and the company raised its full-year adjusted EBITDA outlook for the second time this year, to $18.8 billion to $19.1 billion. Growth projects include the $2.7 billion Hugh Brinson Pipeline in Texas for data center and AI demand, an expansion of the Transwestern Pipeline of up to $5.6 billion, NGL export expansion, and the $2.6 billion Vaquero Midstream acquisition. Risks include growth capital spending now planned at $5.6 billion to $5.9 billion, up from an initial $5 billion to $5.5 billion, along with construction and volume risks. The 6.5%-yielding pipeline partnership has posted 20 consecutive quarterly distribution increases and expects to grow its payout by 3% to 5% each year.
- If You'd Invested $1,000 in Energy Transfer (ET) Stock 10 Years Ago, Here's What You'd Have Today
Energy Transfer LP (ET) is a midstream energy company that moves, stores and processes oil and gas, with about 140,000 miles of pipeline and related infrastructure across 44 states. A $1,000 investment would have grown to $1,676 over three years, $2,494 over five years, $1,870 over 10 years and $3,843 over 15 years. The company is growing partly through acquisitions, recently agreeing to buy Vaquero Midstream for about $2.6 billion, and its fee-based contracts can provide reliable cash flow for about the next decade. Its dividend yield was recently 7%; it cut its payout in 2020 to restructure but has raised it for nearly 20 quarters in a row. As a master limited partnership, Energy Transfer requires owners to file a K-1 tax form.
- 2 No-Brainer High-Yield Energy Stocks to Buy Right Now, Starting With Energy Transfer
The article argues that Energy Transfer (ET) and Enterprise Products Partners (EPD), two midstream pipeline MLPs, offer high dividend yields of 6.69% and 5.99%, compared with an average of 1.06% for the S&P 500. EPD has raised its dividend for 28 consecutive years, while ET has delivered 19 consecutive quarterly increases. Both rely on fee-based, long-term contracts, and their distribution coverage ratios in the second quarter were 2.2x for ET and 1.9x for EPD. ET reported second-quarter net income of $2.09 billion, up 80.1%, and adjusted EBITDA of $5.07 billion, and raised its annual EBITDA guidance to $18.8–19.1 billion. EPD reported record second-quarter net income of $1.8 billion.
- Is It Too Late to Buy Energy Transfer After a 25% Rally? History Has a Clear Answer.
Energy Transfer (ET) is up 25% year to date and offers a 6.7% dividend yield, after energy prices and equities surged in the first quarter as the war in Iran unfolded. As of October 21, the stock was 7.8% below its 52-week high, short of the 10% correction threshold and far from a bear market; the article notes that healthy pullbacks in strongly trending stocks can range from 5% to 15%. Shares have gained 185.1% over five years, outperforming the Alerian MLP Infrastructure Index, and investors bought every past dip. The author argues the dividend could cushion a broader market decline, so the recent pullback looks normal and may present an opportunity for patient long-term investors.
- Better High-Yield Dividend Stock: UPS vs. Energy Transfer
UPS yields about 7.0% and Energy Transfer about 6.8%, so $10,000 would pay $700 or $680 a year. UPS distributed 99% of its free cash flow as dividends over the 12 months to June 2026, with consensus at 96% for fiscal 2026, and its dividend raise slowed to 0.6% in fiscal 2025. Energy Transfer's distributable cash flow covered its distribution 1.78x in fiscal 2025, with 2.11x expected for fiscal 2026, though its net debt stood at 3.98x EBITDA. The article concludes Energy Transfer is the better high-yield pick because its payout has more room to grow within its 3% to 5% target, while UPS's dividend has a thinner cushion.
Related markets
Latest news
- An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays
Morgan Stanley says geothermal technology is in the early stages of its own shale revolution. The article frames this as a possible answer to the power shortage facing AI.
- 3 Stocks That Did Well the Last Time the Fed Raised Rates Aggressively
The Fed recently raised interest rates for the first time in years, with more hikes possible as inflation stays elevated and the war in Iran shows no sign of ending soon. ExxonMobil rose more than 80% in 2022 while the S&P 500 fell more than 19%, and is up around 50% this year, with a 2.4% dividend yield versus the index’s 1.1%. Merck rose 45% in 2022 and is up around 40% this year, with a dividend yield of about 2.3%. Super Micro Computer soared nearly 87% in 2022 but is up only about 8% this year, amid an auditor’s resignation and its co-founder being charged with smuggling Nvidia chips to China. The author is less convinced Super Micro would repeat that performance if rate hikes continued, stressing that stocks should be reassessed rather than assuming the past will repeat.
- Microsoft and Oracle Can’t Cool AI Data Centers Without This Growth Stock. Here’s Why It Could Soar.
Microsoft reported $677 billion in commercial RPO in the first quarter of fiscal 2027, up 73%, and estimates more than $50 billion in capex for the current quarter. Oracle has RPO of $664 billion, up $209 billion from a year earlier, and plans capex of $90–$95 billion in its current fiscal year, up from $55.7 billion. The article argues cooling is critical because GPU-powered AI clusters pack 8–10x more power than traditional racks, with the global data center cooling market expected to grow from $18 billion last year to $141 billion in 2036. Vertiv posted Q3 2026 revenue up 61% to $4.3 billion, non-GAAP EPS up 78% to $2.21, and raised its 2026 revenue guidance by $650 million to $14.65 billion. Trading at about 25 times forward earnings, the stock could hit $437 if it trades at 35 times earnings at the end of 2028 with EPS of $12.50, implying about 95% upside.
- Snap Settled a Social Media Addiction Suit. Here’s What Its November 4 Report Has to Prove
Snap settled a social media addiction lawsuit on November 2, two days before opening arguments were set to begin in Los Angeles, while Meta resolved claims from the same two plaintiffs; the financial terms of both deals remain confidential. The settlement does not end the broader legal battle, as social media companies still face more than 1,600 claims from families and school districts. Snap guided for third-quarter revenue of $1.70 billion to $1.74 billion, up roughly 13% to 15%, and analysts expect annual revenue of $8.17 billion by 2028. However, daily active users in North America fell 7% to 92 million in the second quarter, a risk the article highlights even as regional revenue rose 15%. Snap has generated positive free cash flow in each of the last eight reported quarters, around $407 million in the first half of 2026, but the undisclosed settlement amount makes its financial impact hard to gauge.
- Amazon.com, Inc. (AMZN) Could Be Entering Its Next Growth Phase: Here’s What Investors Should Know
In its Q3 2026 investor letter, Pershing Square reported fee-related earnings up 13% to $63.7 million, with fee-paying assets under management of about $23.0 billion as of September 30, 2026. The letter highlights AI infrastructure spending, including AWS revenue growth of 39% in Q3, a backlog of nearly $600 billion, and 2026 capital expenditures of about $220 billion. The firm views Amazon as undervalued and expects it to compound earnings at a rate above 20% over the long term. The article notes AMZN closed at about $245.63 on November 2, 2026, with a market capitalization of about $2.66 trillion and a one-month return of about -1.39%.
- Crypto Docs Host GitBook Hit by AI Agent Security Breach, Urges Users to Rotate Keys
GitBook, a documentation platform widely used by crypto projects, disclosed a highly targeted attack using AI agents that gave an attacker unauthorized access to some infrastructure credentials from 7 p.m. Central European Time on November 2. Potentially exposed data includes API tokens, integration secrets and questions submitted to its AI assistant, though the company says it found no evidence that hosted content was modified. GitBook revoked personal API tokens and urged customers to replace connected credentials. PancakeSwap temporarily took its documentation offline, saying its own systems were not compromised, before moving it to infrastructure under its control. By Tuesday afternoon, GitBook said its app, API and published documentation were accessible again.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.