EQT

Meta, SpaceX, and Tesla posted strong revenue but are spending heavily on AI infrastructure with uncertain cash flow outcomes. Walmart opened AI shopping to approved agents while Amazon blocked them.

Salesforce acquired Braze for a 58% premium but analysts expect modest returns. Netflix and Intuitive Surgical face pricing power challenges. Old-economy companies like Cisco, Corning, and EQT benefit from AI buildout demand.

Salesforce acquires Braze for $5.7 billion to strengthen its marketing capabilities, with Braze stock jumping 50%. Netflix faces growth challenges with slowing revenue and weak ad performance.

SpaceX beats expectations with 161% revenue growth, while Intuitive Surgical falls despite beating estimates due to cooling U.S. procedure growth. Tesla, Meta, and IBM report earnings with major capital spending decisions in focus. EQT continues steady cash flow growth as a natural gas producer.

EQT Corporation announced a 3% increase in its quarterly dividend to 17 cents per share, raising its annualized payout to 68 cents. The dividend is payable December 1, 2026. The increase reflects EQT's commitment to gradual shareholder payouts, supported by strong cash generation of $330 million in Q2 2026 and declining net debt of $5.5 billion.

U.S. natural gas futures gained 6.1% for the week ended Oct. 9, 2026, settling at $3.22 per MMBtu, supported by lower production, hurricane-related supply disruptions, and cooler weather forecasts. Gas inventories rose 85 Bcf to 3,500 Bcf, exceeding estimates but remaining 130 Bcf below year-earlier levels. Three natural gas-focused stocks—CNX Resources, EQT Corporation, and Kinder Morgan—are highlighted as potential investment opportunities as the winter heating season approaches.

EQT Corporation is recommended as a superior natural gas investment compared to LNG exporters. Unlike LNG terminal operators who lock in long-term contracts, EQT has greater upside potential through its integrated gas production model, ownership of midstream infrastructure including the Mountain Valley Pipeline, and exposure to both LNG markets and AI-driven power demand. The company offers better free cash flow durability at lower gas prices while capitalizing on premium market access.