Chevron Q2 Beat: $12.1B Profit, Record US Output, Hess Kicks In
Chevron’s Q2 profit hit $12.1B — nearly 5x last year — on record US output, 4.07 mmboe/d worldwide, Hess-Permian growth. EPS $6.11 vs $4.24 consensus.
energy stocks
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.
Iran Ceasefire: Dow Jumps 1,000 Points as Oil Crashes 11%
Iran’s ceasefire and Strait of Hormuz reopening sent the Dow up 1,088 points and oil crashing 11% — one of Wall Street’s fastest recoveries in years.
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.
Why AI Data Centers Are Fueling the Nuclear Energy Revival
AI’s voracious electricity appetite is breathing new life into nuclear power. Here’s how data centers are reshaping the nuclear investment landscape in 2026.
Brent Crude at $120: Implications for Inflation and the Fed
Brent crude topped $120 as the US-Iran ceasefire shows cracks. What a sustained oil shock means for inflation, Fed rate cuts, and global markets.
Wall Street Bet on Iran Peace. Trump Said ‘Not Good Enough.’
The S&P 500 just posted its fourth consecutive winning session on hopes of an Iran ceasefire. Then Trump called the proposal ‘not good enough.’ Here’s what the market got wrong — and what happens next.
OPEC+ Pumped More Oil. It Has Nowhere to Go.
Oil markets are under pressure as Iran tensions escalate. Here’s how supply disruption risks are moving crude prices. Here’s what the data shows.
Tanker Stocks 2026: Hormuz Crisis Fuels a Historic Rally
Strait of Hormuz tensions are reshaping global oil markets. Discover how Iran’s posture is driving crude prices and what traders need to watch now.