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AlphaBlog

AI’s Capex Bill Meets the Bond Market

The AI buildout story just ran into a less excitable audience: creditors. Rising yields and fatter spreads are starting to test whether hyperscalers can turn colossal data-center spending into disciplined returns.

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Market News

Expand Energy: Twin Eagle Acquisition Unlocks Missing Piece Of Gas Marketing Puzzle

Expand Energy: Twin Eagle Acquisition Unlocks Missing Piece Of Gas Marketing Puzzle

Expand Energy is rated Strong Buy with a $161/share target, driven by the transformative Twin Eagle merger and robust marketing expansion. The Twin Eagle deal brings $200mm EBITDA, $750mm free cash flow, a 3 Bcf/d pipeline, and 44 Bcf storage, enabling EXE to exploit regional gas price dispersions. EXE is well-hedged through eFY26, maintains 0.52x net leverage, and faces no debt maturities until 2029, supporting aggressive capital allocation and growth.

Jul 29, 2026 11:41 AM seekingalpha.com
Coherus Oncology: The Catalyst Rich Period Is Here

Coherus Oncology: The Catalyst Rich Period Is Here

Coherus Oncology enters a catalyst-rich period with multiple clinical readouts for tagmokitug and casdozokitug in H2'26 and H1'27. Prior anti-CCR8 clinical evidence supports potential efficacy in select indications, including in colorectal and gastric cancers, enhancing CHRS's upside prospects. Loqtorzi revenues are projected to grow, but Q2'26 results and future capital raises remain key risks to monitor.

Jul 29, 2026 10:36 AM seekingalpha.com

Stock News