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SLB's $3.4B Kelvion Acquisition Expands Data Center Cooling
Multiple sources confirm deal details, analyst coverage highlights AI data center growth
D1 -4.9% · +5d -0.2%
›2 waves of this story
2026-09-01 Deal includes ~$700M debt, expected to close in H1 2027, boosting data center solutions
2026-09-01 Multiple sources confirm deal details, analyst coverage highlights AI data center growth
Company
SLB Gains Access to Venezuela's Oilfield Data via PDVSA Contract
Reuters and multiple sources confirm SLB-PDVSA contract to help rebuild and digitize reservoir and production databases, including data lost in a cyberattack
D1 +0.6% · +5d +8.5%
Company
SLB Selected as Strategic Reservoir Partner for Norway's Havstjerne Carbon Storage Project
Company announcement confirms contract for technology and engineering services in Norwegian North Sea CCS project, expanding carbon capture and storage footprint
D1 -1.3% · +5d +7.2%
Company
SLB Sees Growth Opportunities from Middle East Recovery and Deepwater, but Risks Remain
Zacks reports SLB's offshore, digital, and production gains support 2027 growth, but Middle East risks and net debt cloud near term
D1 -1.7% · +5d -4.3%
›2 waves of this story
2026-07-27 Conference call highlights gradual Middle East recovery, deepwater upside, and digital demand supporting growth.
2026-07-28 Zacks reports SLB's offshore, digital, and production gains support 2027 growth, but Middle East risks and net debt cloud near term
Stock gapped from $47.22 to $50.07 after earnings beat, confirmed by multiple sources
D1 +0.4% · +5d -2.0%
›7 waves of this story
2026-07-14 Oilfield services firms pivot to AI-driven data center power demand
2026-07-14 Oilfield service firms partner to tap AI-driven data center demand with power and modular parts
2026-07-21 Earnings schedule confirmed; market watches partnership progress and results
2026-07-21 Earnings imminent; oil prices support but estimates weigh
2026-07-24 Q2 results show revenue growth and profit beat, with Middle East disruption offset by demand elsewhere, transitioning from expectation to outcome.
2026-07-24 Q2 revenue $9B, EPS $0.55 beat, data center momentum accelerates, Middle East disruptions offset
2026-07-27 Stock gapped from $47.22 to $50.07 after earnings beat, confirmed by multiple sources
Earnings
Earnings report
D1 +11.0% · +5d -5.4%
8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +11.0% · +5d -5.4%
CapitalBull
Assetmark Increases SLB Holdings by 21.6%
Institutional Q1 boost signals capital allocation move
D1 +2.3% · +5d +2.7%
CapitalBull
SLB Acquires Sulzer's VIEC Technology to Boost Mature Field Production
Acquisition expands production optimization portfolio for enhanced hydrocarbon recovery in mature fields
D1 -1.3% · +5d +11.1%
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
17 items
EarningsBear
SLB Q3 Earnings Due Next Week, Expected to Decline
SLB's $3.4B Kelvion Acquisition Expands Data Center Cooling
Multiple sources confirm deal details, analyst coverage highlights AI data center growth
D1 -4.9% · +5d -0.2%
›2 waves of this story
2026-09-01 Deal includes ~$700M debt, expected to close in H1 2027, boosting data center solutions
2026-09-01 Multiple sources confirm deal details, analyst coverage highlights AI data center growth
Company
SLB Gains Access to Venezuela's Oilfield Data via PDVSA Contract
Reuters and multiple sources confirm SLB-PDVSA contract to help rebuild and digitize reservoir and production databases, including data lost in a cyberattack
D1 +0.6% · +5d +8.5%
Company
SLB Selected as Strategic Reservoir Partner for Norway's Havstjerne Carbon Storage Project
Company announcement confirms contract for technology and engineering services in Norwegian North Sea CCS project, expanding carbon capture and storage footprint
D1 -1.3% · +5d +7.2%
Company
SLB Sees Growth Opportunities from Middle East Recovery and Deepwater, but Risks Remain
Zacks reports SLB's offshore, digital, and production gains support 2027 growth, but Middle East risks and net debt cloud near term
D1 -1.7% · +5d -4.3%
›2 waves of this story
2026-07-27 Conference call highlights gradual Middle East recovery, deepwater upside, and digital demand supporting growth.
2026-07-28 Zacks reports SLB's offshore, digital, and production gains support 2027 growth, but Middle East risks and net debt cloud near term
Stock gapped from $47.22 to $50.07 after earnings beat, confirmed by multiple sources
D1 +0.4% · +5d -2.0%
›7 waves of this story
2026-07-14 Oilfield services firms pivot to AI-driven data center power demand
2026-07-14 Oilfield service firms partner to tap AI-driven data center demand with power and modular parts
2026-07-21 Earnings schedule confirmed; market watches partnership progress and results
2026-07-21 Earnings imminent; oil prices support but estimates weigh
2026-07-24 Q2 results show revenue growth and profit beat, with Middle East disruption offset by demand elsewhere, transitioning from expectation to outcome.
2026-07-24 Q2 revenue $9B, EPS $0.55 beat, data center momentum accelerates, Middle East disruptions offset
2026-07-27 Stock gapped from $47.22 to $50.07 after earnings beat, confirmed by multiple sources
Earnings
Earnings report
D1 +11.0% · +5d -5.4%
8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +11.0% · +5d -5.4%
CapitalBull
Assetmark Increases SLB Holdings by 21.6%
Institutional Q1 boost signals capital allocation move
D1 +2.3% · +5d +2.7%
CapitalBull
SLB Acquires Sulzer's VIEC Technology to Boost Mature Field Production
Acquisition expands production optimization portfolio for enhanced hydrocarbon recovery in mature fields