KMI's growth story is driven by rising LNG exports and U.S. power demand, backed by a $10.1B project backlog focused on natural gas infrastructure.
JP Morgan has initiated coverage of Domino's Pizza Group PLC (LSE:DOM), the UK master franchise holder for the pizza delivery brand, with an underweight rating and a price target of 145p. The target, set for December 2027, implies downside of about 25% from current levels.
Flowco Holdings Inc. (FLOC) Presents at J.P. Morgan Natural Resources Conference 2026 Transcript
Kinder Morgan remains a "Buy," driven by upside potential in the stock price rather than its dividend yield. KMI's Q1 revenues rose 13.8%, and adjusted EBITDA grew 18%, supported by higher commodity sales and expansion projects. 65% of KMI's cash flow is secured by take-or-pay contracts, providing predictable income amid rising energy demand from AI and data centers.
USA Rare Earth, Inc. (USAR) Presents at J.P. Morgan Natural Resources Conference 2026 Transcript
Without a meaningful rebound in ETF inflows, gold will have trouble achieving the bullish target of $5,200 per ounce in the second half of 2026, according to commodity strategists at Morgan Stanley.“While central bank gold buying may resume regardless, ETF flows are more sensitive to changes in rate expectations,” analysts Amy Gower and Martijn Rats wrote in a Monday research note.
Kinder Morgan offers a nearly 4% dividend yield, underpinned by dominant U.S. natural gas infrastructure and robust cash flow. KMI's $10.1 billion growth backlog, 92% focused on natural gas, is set to deliver multi-decade contracted EBITDA growth at attractive multiples. With a 3.8x net debt/EBITDA ratio and $5.6 billion DCF projected for 2026, KMI can fund dividends and capital projects while maintaining balance sheet strength.
Fed Chair Kevin Warsh says he wants to listen to the signal from markets more. Strategists at Morgan Stanley say markets may regret being in charge.
Morgan Stanley preferreds MS.PR.A and MS.PR.E offer distinct risk-reward profiles amid changing rate environments and call risk. While the economic world has shifted since my last review, adding uncertainty to where interest rates are going, my ratings for both remain unchanged. MS.PR.A keeps it Sell rating due to risk of price drop if the coupon falls to the 4% floor, potentially reducing yield and capital value.
Morgan Stanley Direct Lending trades at a 22% discount to NAV and is paying out an 11.7% dividend yield that's fully covered by NII. MSDL faces negative net fundings, yield compression, and a shrinking portfolio, raising the risk of further dividend cuts. Short interest in MSDL has reached record highs amid negative sentiment and large redemption requests from private credit funds.
Western Digital (NASDAQ:WDC | WDC Price Prediction) stock is up 7% in Tuesday morning trading, changing hands near $701 and setting a fresh all-time high.
Western Digital (WDC) shares surged on Monday after Morgan Stanley raised its price target on the data-storage company and reiterated its bullish outlook on both Western Digital and Seagate Technology, citing strengthening demand for hard disk drives fueled by artificial intelligence. Western Digital stock jumped about 17% to $658.80, making it the top performer in the S&P 500.