This has been disseminated on behalf of U.S. Gold Corp.

Gold is Back in the Spotlight and U.S. Gold Corp. (NASDAQ: USAU) has a Fully Permitted Wyoming Project Ready for the Next Step, With Financing, M&A Interest and a Potential Construction Decision All Adding Fuel to the Story!

The gold market could be creating an increasingly attractive backdrop for U.S. Gold Corp. (NASDAQ: USAU) as the company advances CK Gold toward development. Unlike early-stage explorers still trying to prove their deposits, USAU already has a completed feasibility study, major permits in hand, preliminary site work underway and a defined development path. CK Gold's economics become particularly compelling under higher metal-price scenarios, with modeled after-tax NPV5% increasing from approximately $632 million at $3,250 gold to approximately $1.37 billion at recent spot-price assumptions.

And the catalysts don't stop there. USAU says it is receiving interest from potential M&A counterparties and development-capital sources while targeting a construction decision as soon as the second half of 2026.

Add resource-expansion drilling at CK Gold, the potential Keystone spin-out, exposure to gold and copper prices and a potential first-production timeline as soon as late 2028, and the company has several potential value drivers developing simultaneously.

Take a closer look at U.S. Gold Corp. and explore what could be next for USAU and its shareholders!

SLB’s Kelvion Deal Could Change How Investors Value the Oilfield Giant

Author: Chris Markoch. Posted: 9/3/2026.

SLB (NYSE: SLB) just made a clear bet that data centers, not oil wells, will define its next decade. On Aug. 31, the company announced an agreement to acquire Kelvion, a century-old thermal-management specialist, for approximately $3.4 billion in cash and the assumption of approximately $0.7 billion of debt, bringing the total transaction value to approximately $4.1 billion.

Most coverage framed the deal as another modular infrastructure tuck-in to the company's existing oil services business. That undersells it.

The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.

Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.

Discover the gold income fund before the next payout date

Paired with SLB's expanding NVIDIA (NASDAQ: NVDA) partnership and its rapidly scaling Data Center Solutions unit, the Kelvion deal signals that SLB is building a genuine second growth engine. Management is targeting $4.5 billion to $5 billion in 2028 revenue for the combined Data Center Solutions business. The real question for investors is whether that engine will be large enough to change how the market values the company's stock.

SLB’s $4.1 Billion Kelvion Acquisition Adds Data Center Growth

Kelvion isn't a startup chasing the AI boom. Founded more than 100 years ago, the company is expected to generate $2.3 billion to $2.4 billion in revenue in 2026 and $350 million to $400 million in adjusted EBITDA. Data centers are already its largest and fastest-growing segment, projected to contribute $1.2 billion to $1.3 billion of that revenue this year.

Kelvion booked $1.5 billion in orders in the first half of 2026 alone, up 43% year over year. This is a scaled, profitable business that SLB is buying at a reasonable multiple.

SLB’s NVIDIA Partnership Strengthens Its Data Center Strategy

The strategic logic builds directly on work SLB was already doing. In March, SLB expanded its partnership with NVIDIA to become the modular design partner for NVIDIA's DSX AI factories, alongside a joint "AI Factory for Energy" initiative.

SLB's Data Center Solutions revenue has grown at a compound annual rate exceeding 90% since 2024, with more than 2 gigawatts of delivered capacity. Cooling was the missing piece. CEO Olivier Le Peuch said the deal "more than doubles" SLB's revenue opportunity per gigawatt delivered, turning modular construction into a fuller-service data center platform rather than a single-discipline contractor.

Why SLB’s Kelvion Deal Can Be Accretive Despite Higher Debt

SLB is financing the deal with existing cash and debt, not new shares, which matters for the accretion language in the press release. Because the share count won't change, earnings per share (EPS) accretion depends only on whether Kelvion's earnings outpace the after-tax cost of the new debt.

At roughly 11 times 2026 EBITDA before synergies—an implied yield of nearly 9%—Kelvion clears that bar comfortably against SLB's investment-grade borrowing costs, even before the $120 million in annual synergies management expects within three years. SLB says leverage will remain within its 1.5x net debt-to-EBITDA target, preserving the balance sheet discipline it has emphasized to shareholders.

SLB Stock Faces a Perception Gap as Oilfield Earnings Decline

This company's last four earnings reports reveal an earnings-per-share (EPS) story that provides important context for the Kelvion deal. SLB has beaten consensus EPS estimates in recent quarters, but adjusted EPS continues to decline year over year (YOY). It was down 26% in the second quarter of 2026 and 28% in the first quarter, as oilfield pricing softened and Middle East disruptions weighed on the Production Systems segment.

Full-year 2025 adjusted EPS fell approximately 24%. Headlines will continue to focus on the beats, but the more relevant fact is that the company's legacy business is under real, sustained pressure. This raises the stakes for Kelvion rather than lowering them. A credible, scaling second growth engine matters more, not less, when the core business is shrinking.

Can SLB’s Data Center Business Become a Meaningful Growth Engine?

Even at the high end of the $4.5 billion to $5 billion 2028 target, data centers would represent roughly 12% to 14% of SLB's current revenue base of approximately $36 billion. That's meaningful, but not yet transformative.

Kelvion alone won't re-rate SLB into a technology multiple. But layered onto sustained 90%-plus growth in Data Center Solutions, an active NVIDIA partnership and now a profitable thermal-management platform, it creates a credible enough trajectory for investors to start pricing SLB as two businesses rather than one—even if the second remains the smaller of the pair.

SLB Stock Technical Analysis: Can $55 Hold as Support?

The chart adds a technical layer to that argument. SLB shares spiked from the mid-$50s to a 52-week high above $60 immediately after the Kelvion announcement, then pulled back to close near $57.16. That's a classic sell-the-news retracement following an initial pop.

Even after that pullback, SLB trades comfortably above both its 50-day ($50.35) and 200-day ($48.84) simple moving averages. Both averages are trending higher, creating a constructive technical setup.

The prior range top near $55, tested repeatedly from March through June before a summer sell-off dragged shares to the mid-$40s, is now acting as support rather than resistance. As long as SLB holds that zone, the technical trend still favors buyers digesting the news rather than a market losing conviction in the deal.

SLB Stock Outlook: Kelvion Deal Could Reshape the Growth Story

Kelvion won't turn SLB into a data center pure play overnight.

Investors must also consider that a closing timeline stretching into the first half of 2027 leaves plenty of room for integration risk and regulatory review to intrude.

But the deal sharpens a thesis that's been building since the NVIDIA expansion. SLB is diversifying away from a legacy business that's still losing ground YOY and financing the move without diluting shareholders.

Since the announcement, the SLB analyst forecasts on MarketBeat show that three analysts have reiterated a Buy or equivalent rating on SLB. The chart suggests the market is only just now starting to notice.

Boeing's $131B F-15 Win: Mach 1 Momentum or Just Altitude?

Reported by Jeffrey Neal Johnson. Article Published: 8/28/2026.

The Department of Defense recently awarded The Boeing Company (NYSE: BA) an indefinite-delivery/indefinite-quantity contract with a maximum ceiling of approximately $131.23 billion for F-15 Eagle sustainment, modernization and production.

The scale of the figure immediately captures attention, positioning Boeing for decades of steady defense contracting. For a business navigating turbulence in its commercial aviation segment, securing a federal pipeline that extends through 2037 offers a critical operational anchor.

A 17-year investing experiment investigated in Dublin (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film.

Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.

Watch the full investigation and decide for yourself

However, the mechanics of the award reveal a more nuanced reality. The headline figure represents a maximum procurement threshold rather than an immediate liquidity injection. Assessing the award's impact requires looking beyond the ceiling to understand how defense procurement cycles operate and how this framework fits into Boeing's broader corporate turnaround strategy. Understanding this structural win is essential to grasping the company's evolving investment thesis.

The $131B Payload: Ceiling Versus Cash in Hand

To gauge the financial impact of the Eagle Crest contract, it is essential to understand the mechanics of an indefinite-delivery/indefinite-quantity structure. The $131.23 billion represents an authorized expenditure limit, not a guaranteed block purchase. It serves as a master agreement outlining the terms, pricing and scope of future orders. When the Department of Defense issued the award in late August 2026, the initial funding obligation for research, development, testing and evaluation stood at just under $344,000.

This structure means the contract does not instantly add $131 billion to Boeing's backlog, nor does it immediately alter the company's debt profile. Revenue and cash flow will materialize incrementally as the Pentagon and allied nations fund, approve and execute individual delivery orders across multiple annual budget cycles.

For investors, the value lies in the contract's structural certainty. Establishing a pre-approved procurement channel eliminates administrative friction for future F-15 upgrades and new builds. By locking in a revenue mechanism for the next decade, Boeing secures a highly visible operational runway. This predictability allows management to negotiate better terms with suppliers, retain specialized engineering talent and plan capital expenditures with greater confidence.

Tactical Tailwinds: Boeing's Defense Segment Finds Its Footing

Boeing Defense, Space & Security serves as a stabilizing counterweight to the cyclical pressures of the commercial market. The defense segment generated approximately $7.48 billion in second-quarter revenue, marking a 13% year-over-year increase. While the unit recorded a slight operating loss, its top-line growth trajectory remains intact.

Heading into the third quarter, Boeing maintained an $85 billion defense backlog within an aggregate corporate backlog approaching $715 billion. The Eagle Crest ceiling theoretically dwarfs the current defense backlog, illustrating the scale of the long-term runway. As future task orders transition from the contract framework into funded backlog, the defense segment will gain a more predictable, highly visible revenue stream.

This visibility enables more efficient supply chain management and workforce allocation, both of which are vital to eventual margin expansion. While immediate profitability remains a challenge across the aerospace sector, securing a baseline of operational volume through 2037 positions Boeing to absorb fixed costs more efficiently over time. Maintaining an active, funded fighter production line also provides a distinct competitive advantage when bidding for future advanced tactical aircraft programs, ensuring that manufacturing infrastructure remains warm and active.

Global Airspace: Foreign Military Sales Hedge Domestic Risk

Domestic procurement cycles are inherently tied to political and budgetary shifts, introducing a layer of risk for pure-play defense contractors. The Eagle Crest contract mitigates this risk by explicitly incorporating Foreign Military Sales. The F-15 platform maintains an international footprint, with active fleets operating in Japan, Israel, Saudi Arabia, South Korea and Singapore.

By routing international sustainment and modernization through a centralized U.S. government contract vehicle, Boeing broadens its geographic revenue base. If domestic defense spending faces temporary constraints or continuing resolutions, international demand could help smooth revenue volatility. This geographic diversification creates a structural hedge, insulating production lines from localized budgetary gridlock.

As allied nations increase defense spending in response to global geopolitical shifts and regional security requirements, the contract's Foreign Military Sales component positions Boeing to capture international capital more efficiently. Upgrading legacy fleets with modern avionics, radar systems and electronic warfare suites offers a high-margin service revenue tailwind that complements initial airframe production.

Ground Control: Debt Dynamics and Commercial Aviation Headwinds

Evaluating Boeing stock requires reconciling this defense victory with the company's broader fundamentals. Shares have hovered around $211 recently, reflecting a trailing price-to-earnings ratio near 91 and a market capitalization exceeding $166 billion. The stock has experienced a modest contraction year to date, weighed down by well-documented headwinds in the commercial aviation division.

A defense contract of this scale provides a formidable secondary revenue pillar, but it does not completely insulate the balance sheet from commercial cyclicality. Boeing currently has a debt-to-equity ratio of 6.77, requiring substantial, sustained cash flow to drive long-term deleveraging.

Liquidity metrics, including a current ratio of 1.14 and a quick ratio of 0.33, highlight why a contract ceiling cannot instantly solve near-term capital requirements. Heavy institutional backing suggests long-term confidence, yet near-term solvency metrics still rely heavily on the commercial side of the business.

The defense segment can provide stability, but commercial aircraft production rates, supply chain fluidity and civilian market demand continue to dictate Boeing's overall financial profile. The F-15 pipeline offers a defensive buffer, operating alongside—and not replacing—the necessary commercial turnaround. Management must still execute on commercial delivery targets to generate the free cash flow required to repair the balance sheet.

Clearing for Takeoff: Strategies for the Boeing Investor

The Eagle Crest contract fundamentally strengthens the long-term outlook for Boeing's defense division by securing a critical operational pipeline over the next 11 years. Cautious investors might wait for future quarterly filings to track the conversion of this ceiling into funded, profitable backlog before allocating capital.

Those with a higher risk tolerance might view the current valuation as an opportunity to gain exposure to a premier aerospace contractor that is fortifying its defense revenues while working through commercial transitions. Monitoring the cadence of individual task orders and the stabilization of commercial production rates will offer the clearest signals of when the broader deleveraging narrative can truly take flight.