Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.
Energy & Commodities
GE Vernova: Why Wall Street Is Betting Big on the AI Power Boom
GE Vernova has surged 14.9% in a month as JP Morgan raises its target to $1,150 and Goldman Sachs lifts by $260. Here’s why AI is turning power infrastructure into Wall Street’s hottest growth trade.
Gold at $4,800: Why Analysts Are Eyeing $6,000 in 2026
Gold hit $4,812 this week, up 41% in a year. Here is what is driving the record rally — and whether $6,000 is the next stop.
Natural Gas Stocks Are AI’s Hidden Energy Play in 2026
Meta’s $27B data center expansion is putting natural gas stocks in focus. Here’s why AI’s power demand is reshaping the energy investment case.
USA Rare Earth’s $2.8B Bet to Break China’s Rare Earth Hold
USA Rare Earth’s $2.8B acquisition of Brazil’s Serra Verde marks a turning point in the West’s push to secure critical mineral supply chains outside China.
Gold Tops $4,800: What the Record Rally Signals
Gold has surged past $4,800 per ounce to historic highs in 2026. Here is what is driving the record rally and what it signals for capital markets.
Big Oil’s $234B War Windfall: Which Energy Stocks Stand to Gain
Major oil companies are positioned to earn an extra $234 billion in profits as WTI crude hovers near $92. Here’s what the Iran war means for energy sector investors.
WTI Crude Drops 8%: Unpacking the Iran Risk Premium Collapse
WTI crude fell nearly 8% as U.S.-Iran talks advanced. We break down geopolitical risk premiums, the physical oil market paradox, energy stock implications, and what it means for inflation.
Bloom Energy Surges 24% on Oracle’s 2.8 GW AI Power Bet
Bloom Energy surged 24% after a landmark 2.8 GW Oracle deal. Here’s what the agreement means for AI infrastructure and clean energy markets.
America’s Power Grid Can’t Keep Up With AI Demand
AI data centers are straining America’s power grid, stalling billions in projects. Here’s what it means for energy markets and capital allocation.