Morgan Group Holding Co. (MGHL)
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Morgan Stanley warns copper rally leaves miners vulnerable to rotation
Bank says takeover enthusiasm has pushed valuations to record highs, prompting a downgrade of Antofagasta and a more cautious stance on pure-play copper producers. Morgan Stanley has struck a more cautious tone on European copper miners, warning that a rally driven by takeover speculation and high metal prices has pushed valuations well beyond underlying fundamentals, increasing the risk of investor rotation.
J.P. Morgan expects gold prices to reach $6,300/oz by end of 2026
J.P. Morgan expects gold prices to reach $6,300 per ounce by the end of 2026, as demand from central banks and investors continues, it said in a note on Monday.
Kinder Morgan's Natural Gas/Dividend Growth Cycle Still in Play
Kinder Morgan's NYSE: KMI natural gas-to-dividend cycle is still in play. That cycle entails investment in capacity underpinned by long-term contracts with high-quality clients.
Kinder Morgan: Strong Growth, Natural Gas Focus, AI Catalyst
Kinder Morgan delivered record FY 2025 net income and EBITDA, driven by 14% natural gas segment earnings growth and higher transportation volumes. KMI's deleveraging, with net-debt-to-EBITDA falling to 3.8X, enhances balance sheet quality and supports future acquisitions. Over 50% of KMI's project backlog targets Data Center-related power generation, positioning the company for multi-year EBITDA growth.
Kinder Morgan's Q4 Earnings Beat on Natural Gas Pipelines Contributions
KMI beat Q4 earnings and revenue estimates as strong performance from its Natural Gas Pipelines segment lifted results.
Kinder Morgan Beats Q4 Estimates as Natural Gas Drives $10 Billion Backlog
Kinder Morgan (KMI) delivered strong performance in the fourth quarter of 2025, reporting financial results that exceeded analyst expectations on the strength of surging natural gas demand. The midstream company reported adjusted EBITDA of $2.271 billion, beating the consensus estimate of $2.214 billion.
Tempus AI Highlights Strong Growth At The J.P. Morgan Healthcare Conference
Tempus AI is reaffirmed as a Strong Buy, with profitability arriving a year earlier than consensus, driven by robust revenue growth and successful Ambry Genetics integration. TEM is guided to $1.59B revenue and $65M adjusted EBITDA in 2026, outpacing analyst expectations and de-risking the investment case. Diagnostics segment shows strong pricing power, with Oncology ASP rising from $1,630 to over $2,200 and the xT CDx test priced at $4,500.
UK Banks: JP Morgan Sees Barclays and NatWest as top picks ahead of earnings season
JP Morgan has thrown down the gauntlet for UK banks as sector results season approaches, identifying Barclays PLC (LSE:BARC) and NatWest Group PLC (LSE:NWG) as its highest‑conviction picks amid a broad target price refresh and evolving profit expectations. In a note to clients, strategists Sheel Shah and Kian Abouhossein restated their overweight positions in Barclays and NatWest while maintaining a neutral view on Lloyds Banking Group PLC (LSE:LLOY).
Morgan Stanley: I Was Overly Critical But Valuation Worries Are Real (Rating Upgrade)
Morgan Stanley: I Was Overly Critical But Valuation Worries Are Real (Rating Upgrade)
Jade Biosciences, Inc. (JBIO) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Jade Biosciences, Inc. (JBIO) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Kinder Morgan: The Setup Looks Easy, But It Isn't (Earnings Preview)
Kinder Morgan sits at the center of two powerful trends: rising U.S. natural gas demand (data centers, reshoring) and expanding LNG exports, with ~90% of revenues insulated from commodity prices. The business is delivering, but the stock is not: EBITDA and cash flows are growing, leverage is under control, yet valuation multiples already reflect stability rather than acceleration. This earnings report matters less for Q4 and more for 2026: guidance, project execution, and leverage discipline will determine whether KMI stays range-bound or earns a re-rating.
Kinder Morgan: An AI Value Play
Kinder Morgan is upgraded to buy, capitalizing on surging natural gas demand driven by AI and data center growth. KMI boasts a $9.3B project backlog, with 90% focused on natural gas and major initiatives targeting data center power needs. Valuation is slightly premium but justified by C-Corp structure, geographic advantage, and strong take-or-pay contract base.
