Locator: 49449B.
Locator: 49449APPLE.
Top on list: a Ninja Crispi? Link here. AI prompt: what is the ninja crispi used for?
Dallas Cowboys: 44 - 24.
Futures, 7:56 a.m. CT: leading the market -- AAPL -- iPhone 17 sales -- best phone sales since the Covid-19 lockdown -- CNBC -- the network that loves to hate Apple. AAPL: back up to $257.
Loop Capital upgrades Apple to "Buy," target, $315.
Micron: up $7.00.
Gasoline: unleaded regular can be found in the DFW area (north Texas) for $2.39.
CNBC: tip-toeing back in. Now that the market has reset and regaining its footing I will tiptoe back into CNBC, watching Cramer's best hour.
NY Times: three stories:
- peanut allergies: link here.
- the Obamalisk: link here. Ten years from now, this will be a huge showcase in Chicago.
- Vanderbilt: to expand into the Bay area? Link here. It would be interesting to know if there is any major university building as much as Vanderbilt.
- Broadcom pops 12%, link here;
Diwali: this week; new moon straddles October 20 - 21, 2025. Link here.
Investing:
- ATT (T): record date, October 10
- CAT: dropped $15 dollars last week
- ex-dividend today;
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Back to the Bakken
WTI: $57.15. Link here.
New wells: link here.
RBN Energy: link here.
From RBN Energy, pipelines, archived:
ONEOK wasn’t only bold in advancing the Sun Belt Connector project we mentioned just above. In fact, you might say its most aggressive moves have been on the acquisition front. Over the past two years, the company bought Magellan Midstream Partners (transaction value $18.8 billion), Medallion Midstream’s massive crude oil gathering system in the Midland Basin ($2.6 billion), and EnLink Midstream ($7.6 billion), each of which helped to transform ONEOK into a top-tier midstreamer. ONEOK also has been undertaking a number of other energy projects, including a 400-Mb/d LPG export terminal in Texas City, TX, via a joint venture with MPLX. Additionally, it holds interests in WhiteWater’s Matterhorn Express and Eiger Express pipelines.
Finally, consider Williams Cos., which, like Kinder Morgan, has generally taken a more conservative approach to project development than some of its peers, focusing primarily on expanding existing assets as demand warrants. But, as with Kinder, that doesn’t mean Williams hasn’t been busy. As we discussed recently in Don’t Stop Believin’, Williams is in the midst of several major capacity-expansion projects along its Transco pipeline system, including the recently unveiled Power Express project, which by Q3 2030 will add 950 MMcf/d of capacity on Transco between Station 165 in south-central Virginia and the data center mecca in northern Virginia.
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Disclaimer
Brief
Reminder
Briefly:
- I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
- All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Many posts are not proofread for several days after they've been posted.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- And Oracle.
- Longer version here.
