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Trade Ideas (10)
Date Ticker Price Dir Speaker Thesis Source
Feb 19
WMB
$72.14
$72.14 -0.0%
N/A Finnhub News Finnhub - WMB
Will Williams’ 2025 Earnings Beat, 2026 Outlo...
Feb 18
WMB
$72.14
$72.14 -0.0%
N/A Finnhub News Finnhub - WMB
Should Investors Buy Natural Gas After a 60% ...
Feb 18
WMB
$72.14
$72.14 -0.0%
N/A Finnhub News Finnhub - WMB
Energy Transfer: Another Year Of Comparativel...
Feb 18
WMB
$72.14
$72.14 -0.0%
N/A Finnhub News Finnhub - WMB
Williams Companies Raises 2026 Outlook And Di...
Feb 18
WMB
$72.14
$72.14 -0.0%
N/A Finnhub News Finnhub - WMB
WMB Analyst Day: Power And Pipe To Drive Robu...
Feb 17
WMB
$71.96
$72.14 +0.3%
LONG Rob Thummel
Senior Fund Manager at Tortoise Capital
Williams Companies is utilizing its pipeline network to "generate electricity with natural gas... that then is sold directly to the hyperscalers" (Behind the Meter power). This strategy allows WMB to serve the booming AI/Data Center market directly, bypassing grid constraints and retail pricing. This pivot transforms a "boring pipeline company" into a critical AI infrastructure play, driving projected 10% annual EBITDA growth. LONG as a direct beneficiary of AI electricity demand and infrastructure build-out. Regulatory pushback on "behind the meter" power generation; natural gas price volatility. CNBC
We're in a new era of energy, electricity is ...
Feb 17
WMB
$71.96
$72.14 +0.3%
N/A Finnhub News Finnhub - WMB
UBS Maintains Buy on Williams Companies, Rais...
Feb 17
WMB
$71.96
$72.14 +0.3%
N/A Finnhub News Finnhub - WMB
We're in a new era of energy, electricity is ...
Feb 17
WMB
$71.96
$72.14 +0.3%
N/A Finnhub News Finnhub - WMB
Scotiabank Upgrades Williams Companies (WMB)
Feb 17
WMB
$71.96
$72.14 +0.3%
N/A Finnhub News Finnhub - WMB
The Williams Companies (WMB) Surged This Week...