Tracking John Paulson's Paulson & Company Portfolio: Q2 2026 Update
John Paulsonâs Q2 2026 13F portfolio fell to ~$2.58B, with 8 holdings and a concentrated top five making up ~92%. Click to read this analysis on the portfolio.
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News sentiment over time
Daily average lexicon sentiment across 226 scored headlines over the last 8 days. For market-wide mood (VIX, breadth, regime), see Markets. For the learned model that predicts forward return from a headline, see Headline Forecast Model.
NovaGold Resources (NG) Plunged 36.9%: Is the Gold Stock Now Undervalued?
Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]
2026 Utility Innovation Survey: Industry leaders turning more to AI as data-center boom reshapes grid planning
National Grid Partners, the corporate venture capital and innovation arm of one of the world's largest energy companies, today unveiled its third annual Utility Innovation Survey. It found utilities – faced with rising power demand from AI data centers – increasingly are deploying artificial intelligence to manage that demand, boost reliability and cut costs.
US data centers to use more natural gas than most countries - report
Investing.com -- Data centers in the United States are projected to consume more natural gas than most countries within the next ten years, according to a new outlook from BloombergNEF.
NovaGold: Donlin's Ownership Consolidation Could Unlock More Than Additional Ounces
NovaGold Resources is advancing Donlin Gold by pursuing consolidated ownership and project financing. Read why NG stock is a Buy.
Gold Jumps 10% in August — This Billionaire Gold Bug Is Banking Gains
Gold rallies 10% in August for its best monthly performance since January. Here's a look at the latest moves from famous gold bug, John Paulson.
Euro rates and inflation are out of sync — BofA sees opportunity
Investing.com -- Bank of America said in a note Monday that euro area interest rate and inflation expectations have become inconsistent, and that the mismatch offers trading opportunities as markets price in too many European Central Bank hikes.
TNR Gold launches 2026 exploration program at Shotgun gold project in Alaska
TNR Gold Corp (TSX-V:TNR, FRA:TNW, OTC:TRRXF) has launched its 2026 exploration program at the Shotgun Gold Project in southwestern Alaska, advancing work at the Shotgun and Winchester prospects in the Taylor Mountain Quadrangle. The program builds on 2022 fieldwork and will follow up on...
Half of proposed US data centers face delays, energy firm says
Investing.com -- Up to half of planned data centers in the United States may face delays or cancellations due to political opposition and construction challenges, according to Kimmeridge Energy Management Co.
MPLX: 12.5% Distribution Growth, Next Quarter Will Confirm It, Next Year Key To Upside
MPLX LP outlook: targeting 12.5% annual distribution growth through 2027 as gas/NGL mix rises; leverage near 4x.
PANW Q4 Earnings Beat Estimates on Platformization Strength
Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
Midstream Scales Up Natural Gas Infrastructure
Additional Permian natural gas takeaway capacity is prompting a wave of new gas processing and NGL infrastructure as production grows. Read more here.
Plant Virome Diagnostics Outlook 2026-2030 Featuring Profiles of Illumina, Thermo Fisher Scientific and Qiagen
Opportunities center on NGS, metagenomic profiling, portable field tests and cloud analytics, driven by viral outbreaks, precision agriculture, biosecurity and demand for early detection. Plant Virome Diagnostics Market Plant Virome Diagnostics Market Dublin, Sept. 01, 2026 (GLOBE NEWSWIRE) -- The "Plant Virome Diagnostics Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global plant virome diagnostics market is experiencing strong growth as agricultural producers, re
Targa Resources (TRGP) vs. ExxonMobil (XOM): Which Stock Is the Better Energy Bet?
On August 17, Targa Resources Corp. (NYSE:TRGP) and ExxonMobil Holdings Corporation (NYSE:XOM) executed new 20-year, integrated fee-based midstream agreements. The deal locks in extensive acreage dedications in the Delaware and Midland basins through 2046 for natural gas gathering, processing, and downstream NGL transportation and fractionation. To support ExxonMobil’s expanding volumes, Targa announced three new Permian […]
Barrick Mining (B) Has an IPO Catalyst. Newmont Corporation (NEM) Has the Cash. Which Gold Stock Wins?
On August 10, gold mining giants Barrick Mining Corporation (NYSE:B) and Newmont Corporation (NYSE:NEM) reached a landmark agreement to resolve all outstanding disputes regarding their Nevada Gold Mines (NGM) joint venture. Under the deal, previously excluded properties, Barrick’s high-grade Fourmile project and Newmont’s Fiberline and Mike developments, will be contributed directly into NGM. To reflect […]
Strong Midstream Q2 2026 Earnings Boost Full-Year Outlook
Midstream MLPs and corporations generally posted strong Q2 earnings, benefiting from record volume throughput, strong margins, and robust demand for nat gas and NGL exports. Read more here.
Targa Resources Corp. Announces 20-Year Agreements with ExxonMobil and Announces Three New Natural Gas Processing Plants in the Permian Delaware
Highlights Establishes new 20-year fee-based, integrated midstream agreements to support ExxonMobil’s development of its premier Permian Basin acreageEstablishes an extensive new area of mutual interest (AMI) across the Permian Delaware for gathering and processing, and downstream services for 20 yearsAdds new acreage to our existing AMI in the Permian MidlandExtends Targa’s current Permian Midland agreements to 20 years for gathering and processing, and downstream servicesAdds a new 20-year NGL
EV Realty Names Henrik Holland President to Accelerate National Expansion of Its Powered Properties® Platform
Former Prologis and Shell executive joins the NGP-backed platform, as demand grows for grid power-secured infrastructure serving trucks, autonomous fleets, and other emerging technologiesSAN FRANCISCO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- EV Realty, a leader in the development and operation of multi-megawatt, grid-ready fleet charging hubs, today announced that veteran infrastructure executive Henrik Holland has joined the company as President. Holland previously built Prologis Mobility, the natio
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