The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.
Energy badly lagged this year, and I underestimated how severe the supply glut would be. I was early - but the long-term thesis remains firmly intact. Today's oil prices aren't sustainable. Low prices are forcing discipline, squeezing supply, and creating a rare setup where sentiment and fundamentals are deeply misaligned. With positioning extremely bearish and costs rising, I see energy setting up for a powerful reversal - offering both income and upside for patient investors.
Exchange Traded Concepts LLC boosted its stake in Antero Midstream Corporation (NYSE: AM) by 6.1% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,062,611 shares of the pipeline company's stock after acquiring an additional 60,628 shares during the period. Exchange Traded
Chickasaw Capital Management LLC trimmed its stake in Antero Midstream Corporation (NYSE: AM) by 26.1% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,261,933 shares of the pipeline company's stock after selling 445,757 shares during the period. Antero
MORGANTOWN, W. Va.--(BUSINESS WIRE)--Infinity Natural Resources, Inc. (“Infinity” or the “Company”) (NYSE: INR) (INR) today provided an update on its hedge positions as of December 12, 2025. In the first week following the announcement of the acquisition of Ohio Utica Shale assets from Antero Resources Corporation (NYSE: AR) and Antero Midstream Corporation (NYSE: AM) (the “Transaction”), the Company significantly increased its hedge book to manage commodity price volatility related to the acqu.
B. Riley Wealth Advisors Inc. bought a new position in shares of Antero Midstream Corporation (NYSE: AM) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 31,295 shares of the pipeline company's stock, valued at approximately $593,000. Other hedge
I present a concentrated five-stock dividend growth portfolio, balancing growth, income, and diversification across sectors. Texas Pacific Land (TPL), my top pick, offers unique exposure to oil, water, and West Texas land, boasting a 64% net margin and zero debt. GE Aerospace (GE), CME Group (CME), Agree Realty (ADC), and Antero Midstream (AM) round out the portfolio, each selected for structural advantages and resilient cash flows.
DENVER , Dec. 9, 2025 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream") announced today the pricing of its upsized private placement to eligible purchasers of $600 million in aggregate principal amount of 5.75% senior unsecured notes due 2034 at par (the "Notes"). The offering is expected to close on December 23, 2025, subject to customary closing conditions.
DENVER , Dec. 9, 2025 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") announced today that, subject to market conditions, it intends to offer $500 million in aggregate principal amount of senior unsecured notes due 2034 (the "Notes") in a private placement to eligible purchasers. Antero Midstream intends to use the net proceeds from the offering, together with borrowings under Antero Midstream Partners LP's ("Antero Midstream Partners") revolving credit facility and the net proceeds from the disposition of all of Antero Midstream's Utica Shale midstream assets (the "Utica Disposition"), to fund the acquisition of HG Energy II Midstream Holdings, LLC from HG Energy II LLC (the "HG Acquisition"), and related fees and expenses.
Antero Midstream Corporation (AM) HG Energy II Midstream Holdings, LLC - M&A Call Transcript
