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Halliburton Executive Van H. Beckwith Sells ~198k Shares for $8.19M

SLB Reports Beat, Hits 52-Week High, Analysts Raise Targets as Insiders Sell

Halliburton Stock Hits New High as Redburn Raises Target to $49

Transocean and Equinor Sign Drilling Platform Contract Extension Adding Seven New Wells

FactSet Survey: 21 Analysts Cut NOV's 2026 EPS Median Estimate to $0.83

BMO Raises Halliburton's Target Price to $45

SLB OneSubsea Completes Acquisition of Norwegian Envirex Group's Subsea Business

FactSet analysts 上调 Transocean Limited 2026 年 EPS 预估

Valaris Reports Q1 Earnings With Revenue Decline and Stock Price Drop

Halliburton's President Michael Casey Sold 20,348 Shares

SLDC Secures Drilling Contract for Kuwait's Mutriba Oilfield

Baker Hughes and Strohm Collaborate on Deep Water Hybrid Flexible Pipe Development

Valaris released FY2026 Q1 earnings on May 5 After-Market (EST), actual revenue USD 465.4 M (forecast USD 447.71 M), actual EPS USD -0.2369 (forecast USD -0.0875)

Archrock released FY2026 Q1 earnings on May 5 Pre-Market (EST), actual revenue USD 373.77 M (forecast USD 378.53 M), actual EPS USD 0.41 (forecast USD 0.4525)

Transocean released FY2026 Q1 earnings on May 4 After-Market EST, actual revenue USD 1.081 B (forecast USD 1.033 B), actual EPS USD 0.06 (forecast USD 0.0862)

Transocean Secures $158 Million New Contract and $425 Million Renewal with Petrobras

Transocean Announces Q1 2026 Earnings Report

Transocean Receives 1,095-Day Contract in Norway, Adding $1.6 Billion to Backlog

FactSet raises Transocean Limited's 2026 EPS forecast

SLB EVP Sold Company Stocks

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

Rubico

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Virax Biolabs

CRAK

Cleveland Fed projects May inflation at 4.18%, with Q2 CPI annualizing at 6.89%, the highest in three years. The Iran war's impact has led to soaring oil prices, causing U.S. gas prices to rise rapidly. As a result, hopes for rate cuts in 2026 have diminished, with potential hikes anticipated under new Fed Chair Kevin Warsh.

- The Cleveland Fed projects May inflation at 4.18%, with the Q2 CPI annualizing at 6.89%, marking a three-year high.  
- The Iran war has closed the Strait of Hormuz, causing oil prices to rise significantly and leading to the fastest increase in U.S. gas prices in 30 years.  
- This inflation surge diminishes hopes for rate cuts in 2026, with potential interest rate hikes anticipated under the new Fed Chair Kevin Warsh.

Occidental Petroleum

VanEck Oil Refiners ETF

VG Energy

Pro Ultr Bloomberg Crude Oil

SPDR O&G Equip

Us Brent Oil

SPDR Energy Select

VanEck Oil Services ETF

ISHRS S&P Glb Engy

iShares US Oil & Gas Expl & Prod

United States Oil Fund LP

SPDR O&G Ex & Prd

Fed's May inflation forecast spikes, rate cuts unlikely in 2026

PUMP

ProPetro Holding Corp.'s 12-month stock price target has been raised to $18.36, indicating a 5% upside from the May 15 closing price. The consensus rating remains 'Buy' from 11 analysts, with 8 Buys and 3 Holds.

TradingView

ProPetro

Factset Research

ProPetro Holding Corp. Stock 12‑Month Price Target Raised to $18.36, Implies 5% Upside

GLND

Greenland Energy has updated its investor presentation, revealing up to 13.0 billion barrels of gross un-risked 3U prospective recoverable oil. The company plans to target drilling at OPW‑1 in Q3 2026 and OPW‑6 in Q4 2026, with mobilization and planning already underway. They aim to earn a 70% working interest across the Jameson Land licenses after completing two funded wells, with partners including Stampede Drilling and Halliburton.

Greenland Energy

Halliburton

Greenland Energy updates investor deck, cites up to 13.0B bbl prospective resource; OPW‑1/OPW‑6 targeted in 2026

CTRA

RBC Capital Markets suggests Devon Energy (DVN) may benefit from its merger with Coterra Energy (CTRA) in June, highlighting potential asset sales and merger synergies. The firm anticipates a new guidance update mid-June, with asset sales possibly exceeding $4 billion. Devon's $1 billion synergy target and $8 billion stock buyback plan indicate strong confidence. RBC maintains a sector perform rating with a $59 price target.

fidelity

Coterra Energy

Devon Energy

ROYAL BANK OF CANADA

Devon Energy Could Gain From Merger Update in June, Asset Review, Buybacks, RBC Says

Halliburton's stock (NYSE:HAL) reached a new 52-week high of $42.62 after Rothschild & Co Redburn raised its price target from $40.00 to $49.00, maintaining a buy rating. The stock traded at $42.59 with a volume of over 2.3 million shares. Analysts have mixed ratings, with 18 buy, 5 hold, and 1 sell. Insiders sold shares recently, and institutional investors own 85.23% of the stock. Halliburton reported $0.55 EPS, exceeding estimates, with revenue of $5.40 billion.

Market Beat

Jefferies Financial

Evercore

Strive

Strive Inc Pref Shares SATA 12.0 Perp 12/10/25

Halliburton (NYSE:HAL) Sets New 52-Week High Following Analyst Upgrade

LBRT

Liberty Energy Inc.'s stock price target has been raised to $34.92, indicating a potential upside of 6%. The average target from 12 analysts increased from $34.08 to $34.58, with a consensus rating of 'Buy' consisting of 8 Buys and 4 Holds. Forecasts range from $30 to $40 per share.

Liberty Energy

Liberty Energy Inc. Stock 12‑Month Price Target Raised to $34.92, Implies 6% Upside

RBA Assistant Governor Sarah Hunter will address inflation and the Middle East conflict at the Bloomberg Forum in Sydney. Her speech will focus on energy-driven price pressures and the impact of elevated oil prices on the Australian economy. Markets are expected to scrutinize her remarks for indications of how geopolitical risks may influence inflation and interest rates, particularly following three consecutive rate hikes by the RBA. Hunter's address signals the Bank's concern over persistent inflation and its implications for future monetary policy.

- Reserve Bank of Australia’s Assistant Governor Sarah Hunter will address the impact of inflation and the Middle East conflict at a Bloomberg investment forum in Sydney.  
- The speech comes after three consecutive interest rate hikes of 25 basis points, reflecting the RBA's concerns over persistent inflation driven by geopolitical factors.  
- The market will closely watch for indications that the RBA views conflict-driven oil prices as a lasting inflation factor, impacting consumer prices and future rate decisions.

Investinglive

RBA to address inflation risk from Middle East conflict at Sydney forum. Hunter no dove.

INDA

The Indian rupee fell to a record low of 96.44 per US dollar due to rising oil prices linked to the Iran conflict and higher US Treasury yields. Since late February, the rupee has declined nearly 6%, exacerbating India's external imbalances. Economists predict a significant widening of India's current account deficit, potentially reaching $65-$70 billion this year. HSBC highlights the dual challenge of reducing the deficit and attracting sustainable capital inflows, while elevated oil prices and rising US yields complicate the economic outlook.

Invezz

ISHRS MSCI India

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Invesco Oil & Gas Services ETF

HSBC Holdings Plc

HSBC HOLDINGS

HSBC

HSBC 5xShortSG241213

Rupee hits record low as oil surge strains finances

Japan's GDP grew 2.1% annualized in Q1, exceeding the 1.7% forecast, driven by consumption, investment, and exports. However, the closure of the Strait of Hormuz has disrupted 20% of global oil supply, leading to rising fuel prices and inflation risks. The Bank of Japan may consider a rate hike in June due to increasing import costs affecting inflation and corporate profits.

- Japan's GDP grew 2.1% annualized in Q1, exceeding the 1.7% forecast, driven by increased consumption, investment, and exports.  
- The closure of the Strait of Hormuz has impacted 20% of global oil supply, causing fuel prices to rise and heightening inflation risks.  
- In response to escalating import costs affecting inflation and corporate profits, the Bank of Japan is considering a rate hike in June.

Invesco DB Multi Sector Comm TR Oil Fd ETF

Japan’s Q1 growth beats forecasts but energy shock looms

.DJI

U.S. Futures Index indicates a lower opening for Wall Street on Monday, with Dow futures down 157 points. President Trump's threats against Iran continue to impact investor sentiment, contributing to a spike in oil prices above $110 per barrel. Asian markets closed broadly lower, while European shares are mostly higher. The Housing Market Index for May will be released at 10:00 am ET, with expectations set at 34.

rttnews

Dow Jones Industrial Average

SPDR Djia

Futures Point To Lower Open For Wall Street

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