Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) is up +0.29%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.37%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.41%.  June E-mini S&P futures (ESM26) are up +0.28%, and June E-mini Nasdaq futures (NQM26) are up +0.39%.

Stocks are seeing support again today as reports circulate that a preliminary US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports.  Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues.  Iran claimed it would continue to exert control over the Strait of Hormuz even after a new ceasefire agreement.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership.  He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."

WTI crude oil prices (CLN26) are down more than -1% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.

Tech stocks are being undercut today by weakness in chip and software stocks.

In some positive news for stocks, the University of Michigan’s US Consumer Sentiment index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0.

The markets are waiting to see how SpaceX will open for trading today after its IPO on Thursday.  Nasdaq says the shares will be released for quotation at 9:50 AM ET today, but it may take some time for regular trading to begin.

The markets are discounting a 4% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are higher today.  The Euro Stoxx 50 is up +1.4%.  China's Shanghai Composite closed up +1.12%.  Japan’s Nikkei-225 Stock Average closed up +2.81%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -8 ticks, and the 10-year T-note yield is up +3.2 bp at 4.493%.  T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.7 bp at 2.313%, despite today’s drop in oil prices.  The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens.  The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.

European government bond yields are trading lower.  The 10-year German Bund yield is down -1.6 bp at 3.015%.  The 10-year UK gilt yield is down -4.2 bp at 4.863%.

On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.

US Stock Movers

Space Exploration Technologies Corp (SPCX), doing business as SpaceX, is expected to begin trading this morning after raising a record $75 billion in its IPO on Thursday.  The stock is expected to open substantially above its IPO price of $135.  The IPO was more than four times oversubscribed, indicating strong demand for the stock.  A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.

Space-linked stocks are trading lower despite the SpaceX debut, with EchoStar (SATS) down more than -6%, and Rocket Lab (RKLB) down more than -5%.

Chip stocks are trading mostly lower today after Thursday’s sharp rally, with the iShares Semiconductor ETF (SOXX) trading slightly lower after Thursday’s rally of +8.39%.  Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending.  Chip leaders today include AMD (AMD) and Intel (INTC), with gains of more than +3%.

Adobe (ADBE) is down more than -8% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign.  The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL).  ServiceNow (NOW), Atlassian (TEAM), and Workday (WDAY) are all trading down by more than -3%.

Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline.  United Airlines (UAL) and Southwest Airlines (LUV) are trading up more than +0.5%.

Energy stocks and service providers are mixed despite today’s continued slump in oil prices.  Baker Hughes is down more than -1%, but Occidental Petroleum (OXY) and Marathon Petroleum (MPC) are up more than +1%.

Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22.  Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).

Travelers (TRV) is down more than -1% after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.

Earnings Reports(6/12/2026)

America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

More news from Barchart

S&P Futures Climb as U.S.-Iran Peace Deal Nears, SpaceX Debut in FocusStocks Climb Before the Open on U.S.-Iran Peace Hopes, PPI Data in FocusNasdaq Futures Plunge as Tech Selloff Deepens, U.S. Inflation Data in FocusStocks Set to Extend Rebound Amid AI Dip-Buying

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) is up +0.58%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.91%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.64%.  June E-mini S&P futures (ESM26) are up +0.70%, and June E-mini Nasdaq futures (NQM26) are up +0.79%.

Stocks are seeing support again today as reports circulate that an interim US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports.  Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues.  However, Iran said its leaders still need to make a final decision on the proposed interim peace deal.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership.  He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."

WTI crude oil prices (CLN26) are down more than -3% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.

In positive news for stocks, the University of Michigan’s June US Consumer Sentiment Index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0.  Also, the University of Michigan’s June 1-year inflation expectations rate eased to +4.6% from +4.8% in May, and was weaker than expectations of +4.9%.  The June 5-10 year inflation expectations rate eased to +3.4% from +3.9% in May, weaker than expectations of +3.8%.

The markets are discounting a zero percent chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are higher today.  The Euro Stoxx 50 is up +1.9%.  China's Shanghai Composite closed up +1.12%.  Japan’s Nikkei-225 Stock Average closed up +2.81%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -3 ticks, and the 10-year T-note yield is up +1.6 bp at 4.477%.  T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.1 bp at 2.306%, despite today’s drop in oil prices.  The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens.  The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.

European government bond yields are trading lower.  The 10-year German bund yield is down -3.3 bp at 2.999%.  The 10-year UK gilt yield is down -6.6 bp at 4.839%.

On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.

US Stock Movers

Space Exploration Technologies Corp (SPCX), doing business as SpaceX, started trading today near $160 per share, up nearly +20% from Thursday’s IPO of $135.  The IPO was more than four times oversubscribed, indicating strong demand for the stock.  A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.

Space-linked stocks are trading lower despite the favorable SpaceX debut, with EchoStar (SATS) down more than -9%, and Rocket Lab (RKLB) down more than -7%.

Chip stocks recovered from early losses and are trading mostly higher.  The iShares Semiconductor ETF (SOXX) is up +2.25% today, adding to Thursday’s sharp rally of +8.39%.  Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending.  Chip leaders today include Arm Holdings (ARM)with a gain of more than +10%, and gains of more than +5% in Qualcomm (QCOM), AMD (AMD), and Intel (INTC).

Adobe (ADBE) is down more than -7% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign.  The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL).  Autodesk (ADSK) is down more than -3% and Intuit (INTU) is down by more than -2%.

Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline.  United Airlines (UAL), American Airlines (AAL), and Southwest Airlines (LUV) are all up more than +3%.

Energy stocks and service providers are trading higher with today’s continued sell-off in crude oil prices.  Occidental Petroleum (OXY), Valero (VLO), and Marathon Petroleum (MPC) are all up more than +2%.

Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22. Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).

Travelers (TRV) is seeing downward pressure after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.

Earnings Reports(6/12/2026)

America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR).

On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

National Fuel Gas Company NFG announced that its board of directors has approved a 4% hike in the quarterly dividend payment, lifting the payout to 55.5 cents per share. The dividend is payable on July 15, 2026, and will be distributed to shareholders of record as of June 30, 2026.

The company’s new annualized dividend is $2.22 per share compared with the previous annual dividend of $2.14. Its current dividend yield is 2.79%, higher than the Zacks S&P 500 composite's average of 1.44%.

The company has paid dividends for 124 consecutive years and has increased its annual dividend for 56 straight years. NFG’s long history of dividend distribution reflects its strong operational performance and resilient cash-flow generation.

NFG's Dividend Sustainability Outlook

Although dividend payments are never guaranteed from one quarter to the next, a company’s strategic efforts to improve earnings and operational performance can help assess the sustainability of its dividend policy.

National Fuel Gas benefits from rising natural gas demand driven by data center growth, extensive shale assets, enhanced well designs, strategic acquisitions and disciplined capital investments that support long-term production, earnings and dividend growth.

NFG in October 2025 announced that it has agreed to acquire CenterPoint’s Ohio natural gas utility business for $2.62 billion, expected to close in the fourth quarter of calendar 2026. The transaction is expected to enhance long-term regulated adjusted EPS growth of 5-7% and strengthen dividend prospects by increasing regulated earnings.

The company generated nearly $160 million in free cash flow in the second quarter of fiscal 2026. NFG plans to increase free cash flow through strategic investments and operational improvements in its production and gathering businesses, supporting future dividend increases and stronger shareholder returns.

The company plans capital investment of $0.96-$1.07 billion in fiscal 2026. Its systematic capital spending to strengthen its natural gas and oil operations is positively impacting total production.

Consistent Dividend-Paying History

NFG is not the only company with a long history of dividend distribution. Chevron Corporation CVX, Exxon Mobil XOM and Occidental Petroleum OXY are the other players from the same sector that have a long history of dividend payment.

Chevron has been increasing shareholder value through consistent annual dividend hikes for 39 consecutive years. Currently, the company’s quarterly dividend is $1.78 per share, resulting in an annualized dividend of $7.12.

CVX's dividend yield is 3.83%. The Zacks Consensus Estimate for Chevron's 2026 earnings is pegged at $15.88 per share, suggesting year-over-year growth of 117.83%.

Exxon Mobil’s dividends per share have grown at an average annual rate of 5.8% over the last 43 years. The company’s board has approved a quarterly dividend of $1.03 per share, resulting in an annualized dividend of $4.12.

XOM's dividend yield is 2.81%. The Zacks Consensus Estimate for Exxon Mobil's 2026 earnings is pegged at $11.80 per share, suggesting year-over-year growth of 66.81%.

Occidental Petroleum also has a long history of paying dividends. On Feb. 18, 2026, the board approved an 8% increase in the quarterly dividend to 26 cents per share, raising the annualized payout to $1.04 per share.

OXY's dividend yield is 1.87%. The Zacks Consensus Estimate for Occidental Petroleum's 2026 earnings is pegged at $5.79 per share, suggesting year-over-year growth of 161.99%.

Story Continues

NFG's Stock Price Performance

In the past month, the company’s shares have plunged 3.7% compared with the industry’s 1.8% fall.Zacks Investment Research

Image Source: Zacks Investment Research

NFG’s Zacks Rank

NFG currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Chevron Corporation (CVX) : Free Stock Analysis Report

Exxon Mobil Corporation (XOM) : Free Stock Analysis Report

Occidental Petroleum Corporation (OXY) : Free Stock Analysis Report

National Fuel Gas Company (NFG) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) is down -0.31%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.09%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.53%.  June E-mini S&P futures (ESM26) are down -0.15%, and June E-mini Nasdaq futures (NQM26) are down -0.37%.

Stocks are trading lower but are seeing support again today as reports circulate that a preliminary US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports.  Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues.  However, Iran claimed it would continue to exert control over the Strait of Hormuz even after a new ceasefire agreement.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership.  He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."

WTI crude oil prices (CLN26) are down more than -1% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.

Tech stocks are being undercut today by weakness in chip and software stocks.

In some positive news for stocks, the University of Michigan’s US Consumer Sentiment index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0.

The markets are waiting to see how SpaceX will open for trading today after its IPO on Thursday.  Nasdaq says the shares will be released for quotation at 9:50 AM ET today, but it may take some time for regular trading to begin.

The markets are discounting a 4% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are higher today.  The Euro Stoxx 50 is up +1.4%.  China's Shanghai Composite closed up +1.12%.  Japan’s Nikkei-225 Stock Average closed up +2.81%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -8 ticks, and the 10-year T-note yield is up +3.2 bp at 4.493%.  T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.7 bp at 2.313%, despite today’s drop in oil prices.  The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens.  The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.

European government bond yields are trading lower.  The 10-year German Bund yield is down -1.6 bp at 3.015%.  The 10-year UK gilt yield is down -4.2 bp at 4.863%.

On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.

US Stock Movers

Space Exploration Technologies Corp (SPCX), doing business as SpaceX, is expected to begin trading this morning after raising a record $75 billion in its IPO on Thursday.  The stock is expected to open substantially above its IPO price of $135.  The IPO was more than four times oversubscribed, indicating strong demand for the stock.  A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.

Space-linked stocks are trading lower despite the SpaceX debut, with EchoStar (SATS) down more than -6%, and Rocket Lab (RKLB) down more than -5%.

Chip stocks are trading mostly lower today after Thursday’s sharp rally, with the iShares Semiconductor ETF (SOXX) trading slightly lower after Thursday’s rally of +8.39%.  Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending.  Chip leaders today include AMD (AMD) and Intel (INTC), with gains of more than +3%.

Adobe (ADBE) is down more than -8% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign.  The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL).  ServiceNow (NOW), Atlassian (TEAM), and Workday (WDAY) are all trading down by more than -3%.

Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline.  United Airlines (UAL) and Southwest Airlines (LUV) are trading up more than +0.5%.

Energy stocks and service providers are mixed despite today’s continued slump in oil prices.  Baker Hughes is down more than -1%, but Occidental Petroleum (OXY) and Marathon Petroleum (MPC) are up more than +1%.

Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22.  Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).

Travelers (TRV) is down more than -1% after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.

Earnings Reports(6/12/2026)

America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR).

On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Forty thousand shareholders descended on Omaha on May 2 for what had been billed as a generational transition. Greg Abel presided over the 2026 Berkshire Hathaway annual meeting as CEO for the first time. Warren Buffett was in the front row as Chairman.

During the lunch break, Buffett sat down with CNBC's Becky Quick. She asked him about energy prices. His answer was three words.

What Warren Buffett said about energy prices at the 2026 Berkshire annual meeting

Quick asked Buffett directly: higher energy prices , what does that mean for the economy and for Berkshire, which owns a major utility company?

"Well, I think it's all working. It's all working," Buffett told Quick, according to the CNBC transcript.

The response is vintage Buffett. No prediction, no alarm, no price target. Just a simple observation that the system, higher demand, higher investment, higher prices to fund that investment, is operating exactly as it always has.

The economy adjusts, the utilities build, the bills go up, and the people who own the infrastructure tend to do fine.

More Warren Buffett:

One of Warren Buffett's dividend stocks is key to reopening Strait of Hormuz Greg Abel sends Berkshire investors a powerful new signal Warren Buffett's Berkshire warns Americans on housing market

Buffett also told Quick the current investing environment is not ideal for deploying Berkshire's enormous cash pile.

"I've compared the markets to a church with a casino attached," he said, according to CNBC.

On energy, though, his tone was different: calm, matter-of-fact, long-term. Energy is not a casino. It is a toll road, and traffic is increasing.

What Greg Abel told shareholders about electricity demand, data centers, and who pays

The sharper operational detail came from Abel during the main meeting session. Abel told shareholders that Iowa, home to MidAmerican Energy, the utility he ran before becoming Berkshire's CEO, could see 50% electricity demand growth within five years, driven by data centers and AI infrastructure, according to OilPrice.com.

That figure deserves a moment. A 50% increase in electricity demand in five years, in a single state, from one category of customer.

Data centers do not turn off at night, do not reduce consumption during slowdowns, and are being built everywhere at a pace the grid was not designed to absorb.

Abel also addressed who should bear the cost of that demand. His position was unambiguous: new data center load should pay the full cost of its incremental demand on the system, not be spread across residential and commercial customers.

Story Continues

If a hyperscaler wants to plug 500 megawatts into the Iowa grid, Iowa homeowners should not be subsidizing the connection costs, according to OilPrice.com.

That argument has significant implications for anyone paying an electricity bill. If data center operators bear their own full infrastructure costs, energy prices for large tech users will rise substantially. If those costs get distributed across all ratepayers instead, every household pays more.

Either way, more people pay more. Abel's statement is a signal that Berkshire intends to fight for the former outcome.On energy, though, his tone was different: calm, matter-of-fact, long-term. Energy is not a casino. It is a toll road, and traffic is increasingZuchnik/Getty Images

Why the Berkshire energy message matters for American consumers and the broader economy

Berkshire Hathaway Energy is not a minor player in this conversation. BHE's pipeline network touches and moves 15% of all natural gas consumed across the entire United States.

The company owns PacifiCorp, NV Energy, and MidAmerican Energy, serving millions of customers across the western US and midwest. When Berkshire's leadership describes structural demand growth as a defining theme of the next decade, it is speaking from direct operational knowledge.

Berkshire's energy conviction also shows up in its equity portfolio. When Quick asked Buffett about higher crude oil prices in a March 2026 interview, he noted that Berkshire's two major oil positions, Chevron and Occidental Petroleum, go up a lot when energy prices rise. He was careful not to predict what comes next, but he has held both positions through extended periods of volatility, which is itself a statement of long-term directional confidence in energy demand, according to the CNBC transcript.

Abel also acknowledged the pressures the utility sector is under. The "regulatory compact" that has governed utilities for generations is under severe strain from inflation, wildfire liabilities, and accelerating demand growth.

PacifiCorp faced massive litigation after Oregon wildfires in 2020. Meeting 50% demand growth in five years while managing wildfire risk and regulatory scrutiny is a genuinely difficult operating challenge, not just a capital allocation opportunity.

For American consumers, the message from Omaha is straightforward even if it was delivered quietly. Energy infrastructure investment is accelerating because demand is accelerating. That investment costs money, and the only place that return can come from is the bills consumers and businesses pay.

The Iran war has already pushed energy prices higher in 2026. AI data centers are already pushing electricity demand higher in states like Iowa. Wildfire risk and grid modernization are already pushing utility capital requirements higher across the western US.

Each of those forces was present before the Berkshire annual meeting. Abel's comments put numbers on them. Buffett's three-word response framed them: the system is working, which means it is working as designed, and the design involves passing costs forward.

Buffett did not say energy prices are going up. He said the system is working. Those two statements are closer than they sound.

Related: Berkshire Hathaway sends urgent message to home sellers

This story was originally published by TheStreet on Jun 11, 2026, where it first appeared in the Economy section. Add TheStreet as a Preferred Source by clicking here.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Wir haben einen bullischen Thesis auf FANG von X.com gefunden. Derzeit handelt sich FANG bei einem Preis von $191,48 um eine gute Investition. Die P/E-Verhältnisse von FANG betragen 195,39 bzw. 8,58. BofA erhöht sein Zielpreis für Permian Resources (PR) auf $22. Diamondback Energy Inc. ist ein unabhängiges Öl- und Gasexplorations- und Produktionsunternehmen mit einem Marktwert von $56,7 Milliarden. Es konzentriert sich hauptsächlich auf den Permian Basin, wo seine niedrigen Kosten und hohe Margenproduktion einen resilienten Cashflow unterstützen. Der Artikel beschreibt die positiven Faktoren für FANG, wie z.B. steigende Ölpreise, starke technische Indikatoren und positive Analystenschätzungen.

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Wir haben einen bullischen Thesis auf Chevron Corporation auf The Dividend Auditor's Substack entdeckt. In diesem Artikel werden wir die Argumente der Bullen zusammenfassen. Chevrons Aktie handelte sich am 2. Juni bei 187,55 US-Dollar. CVXs Trailing- und Forward-P/E betrugen 32,37 bzw. 13,74 nach Yahoo Finance. Chevron (CVX) meldete einen Q1-EPS-Schlagzeichen...

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Willkommen bei der Katalysator-Beobachtung von Seeking Alpha - eine Analyse einiger wichtigen Ereignisse der nächsten Woche. Es werden einige Ereignisse erwähnt, die möglicherweise den Aktienkurs beeinflussen könnten.

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Aufgrund der angespannten Situation im Nahen Osten und dem daraus resultierenden Marktvolatilität empfehlen sich Aktien mit niedriger Beta-Wert. Liquidia Corporation (LQDA), Chevron Corporation (CVX), Occidental Petroleum (OXY) und Valero Energy Corporation (VLO) könnten von Investoren in den Fokus genommen werden. Die Beta-Wert eines Stocks misst die Volatilität oder das Risiko eines bestimmten Assets im Vergleich zum Markt. Ein Wert von 1 bedeutet, dass der Preis des Stocks mit dem Markt bewegt wird. Wenn der Beta-Wert größer als 1 ist, ist der Stock mehr volatil als der Markt. Die vier genannten Unternehmen erfüllen die Kriterien: niedriger Beta-Wert (zwischen 0 und 0,6), positive Preisentwicklung in den letzten 4 Wochen, hoher Handelsvolumen und Zacks-Rang 1.

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Übersicht über Unternehmen, die am stärksten schwanken: Energieaktien — Der Sektor fiel für den vierten aufeinanderfolgenden Tag nach Aussagen von Präsident Donald Trump um. OneOK führte das S&P-500-Energie-Sektor tiefer, verlor mehr als 3%. Chevron und Exxon Mobil waren jeweils 0,8% zurückgegangen. Occidental Petroleum hatte mehr als 1% abgegeben. Nextpower — Der Solarenergie-Aktienkurs stieg um 13%, nachdem das Unternehmen bekannt gegeben hatte, dass es die Batteriespeicherfirma Prevalon Energy für etwa 365 Millionen Dollar erworben hat. Nextpower erhöhte auch seine Vorjahresumsatzprognose. Dell Technologies — Der Laptop-Hersteller stieg um 29% an, nachdem er seine Vorjahresumsatzprognose erhöht hatte. Dell sieht sich in den bereinigten Gewinnen pro Aktie mit 17,90 Dollar und zwischen 165 Milliarden und 169 Milliarden Dollar Umsatz. Analysten, die von LSEG befragt wurden, sahen sich bei einem Umsatz von 142,5 Milliarden Dollar auf 13,09 Dollar bereinigte Gewinne pro Aktie. Der Freitagsgewinn bringt den Aktienkurs auf den zweitbesten Tag seit jeher. Computeraktien — Die Aktien anderer Unternehmen, die an der Herstellung und Bereitstellung von Computern beteiligt sind, stiegen, gestützt durch Dell's Gewinne. Hewlett Packard Enterprise war um mehr als 14% gestiegen. Super Micro Computer erhöhte sich um 11,8%, während HP um 8% stieg. American Eagle Outfitters — Die Aktien des Teenagerkleidungshändlers fielen um 13%. Der vergleichbare Verkauf bei der Marke American Eagle des Unternehmens sank im ersten Quartal um 2%, während Analysten, die von StreetAccount befragt wurden, auf 3,1% Wachstum hofften. Die Prognose für das zweite Quartal enttäuschte auch, da das Unternehmen eine Betriebsgewinnspanne von 45 Millionen bis 50 Millionen Dollar erwartete, gegenüber dem FactSet-Konsens von 65,3 Millionen Dollar. Gap — Die Aktien des Kleidungshändlers fielen um mehr als 17% nachdem dieser seine Umsatzprognose für das Jahr gekürzt hatte und nun eine Gesamtumsatzwachstum zwischen 1% und 2% erwartete. Es hatte zuvor einen Bereich von 2 bis 3% geschätzt. Die erste Quartalsumsatz des Unternehmens in Höhe von 3,5 Milliarden Dollar fiel auch gegenüber den von LSEG erwarteten 3,52 Milliarden Dollar um. Allerdings übertraf sein bereinigter Gewinn von 38 Cent pro Aktie die von Analysten erwartete 37 Cent. Raumaktien — Ein Blue-Origin-Rakete explodierte während eines Bodentests am Donnerstagabend in Florida und sendet die Aktien von Raumunternehmen tiefer. AST SpaceMobile, das eine Partnerschaft mit Blue Origin hat, fiel um fast 17%. EchoStar war um 3,2% zurückgegangen, während Rocket Lab um 6,2% fiel. Okta — Die Aktien des Identitätsmanagementsunternehmens stiegen um 25%, nachdem es seine Umsatzprognose für das laufende Quartal und die Vorjahresumsatzprognose mitgeteilt hatte, die über den von Analysten erwarteten Wert hinausging. Okta berichtete auch über einen ersten Quartals-Umsatz, der die von FactSet erwartete Umsatzüberschreitung aufwies. NetApp — Der Dateninfrastruktur-Aktienkurs stieg um 25%, nachdem NetApp seine Vorjahresumsatzprognose mitgeteilt hatte, die über den von Analysten erwarteten Wert hinausging. Das Unternehmen berichtete auch über einen bereinigten Gewinn und Umsatz im vierten Quartal, der die von FactSet erwartete Überschreitung aufwies. Wenn es so bleibt, wäre das der beste Tagesgewinn seit 2002. PagerDuty — Der Cloud-Computing-Aktienkurs stieg um 29%, nachdem das Unternehmen seine Vorjahresumsatzprognose erhöht hatte. Es sieht sich nun in den bereinigten Gewinnen pro Aktie zwischen 1,27 und 1,32 Dollar, höher als seine vorherige Prognose von 1,23 bis 1,28 Dollar pro Aktie und über FactSet's Schätzung von 1,26 Dollar pro Aktie. PagerDuty berichtete auch über einen ersten Quartals-Umsatz, der die von FactSet erwartete Überschreitung aufwies. SentinelOne — Der Cybersecurity-Aktienkurs fiel um fast 9%, nachdem das Unternehmen seine Umsatzprognose für das laufende Quartal mitgeteilt hatte, die unter den von Analysten erwarteten Wert fiel. Die Prognosen für bereinigte Gewinne im Quartal verfehlten auch die Erwartungen.