Bloom Energy (BE) Unveils a New Power Play for the AI Boom
Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply...
Articles by Sultan Khalid
Exxon (XOM) Eyes a Return to Venezuela After Nearly Two Decades Away
A Wall Street Journal report on September 16 revealed that ExxonMobil Holdings Corporation (NYSE:XOM) is nearing a preliminary agreement with Venezuela’s state-owned PDVSA, ...
BMO Sees Phillips 66 (PSX) Breaking into New Highs
Phillips 66 (NYSE:PSX) has been on a strong rally this year, posting gains of over 110% since the beginning of 2026.
California Resources (CRC) Sells Uinta Assets for $90 Million
California Resources Corporation (NYSE:CRC) announced on September 17 that it had agreed to sell its Uinta Basin assets, located mostly in Utah and Colorado, to an undisclosed...
Targa Resources (TRGP) Gets a Fresh Vote of Confidence from TD Cowen
Targa Resources Corp. (NYSE:TRGP) has significantly outperformed the wider market this year, posting gains of over 56% since the beginning of 2026.
Morgan Stanley Sees Marathon Petroleum (MPC) Breaking into New Highs
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market this year, supported by an unusually sharp surge in global refining margins as the prolonged...
Morgan Stanley Sees More Fuel for Valero’s (VLO) Rally
Valero Energy Corporation (NYSE:VLO) has been on a strong rally, posting gains of over 140% since the beginning of 2026.
NextEra (NEE) and Dominion (D) Unveil a Bigger Pitch for Virginia
On September 14, NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc.
NextEra’s Nuclear Bet Just Got a $1.9 Billion Boost
NextEra Energy, Inc. (NYSE:NEE) announced on September 8 that it had secured a loan of up to $1.9 billion from the U.S.
Morgan Stanley Sees Shell (SHEL) Hitting New Highs
Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries.
Chevron (CVX) Supercharges its Venezuela Bet with More Oil Rigs
Chevron Corporation (NYSE:CVX) is about to significantly expand its operations in Venezuela.
UBS Sees Phillips 66 (PSX) Blazing Past its Record High
Phillips 66 (NYSE:PSX) has almost doubled in value since the beginning of 2026, propelled by the high refining margins amid the US-Iran war, which has significantly reduced the...
Baker Hughes (BKR) Raises 2026 Guidance. But Investors Aren’t Impressed
Baker Hughes Company (NASDAQ:BKR) raised its 2026 financial guidance on September 9, reflecting the impact of its $13.6 billion acquisition of Chart Industries, a global manufacturer...
Marathon Petroleum (MPC) Could Smash its All-Time High, UBS Says
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market and more than doubled in value since the beginning of 2026.
UBS Bets on Valero Energy (VLO) to Shatter its Record High
Valero Energy Corporation (NYSE:VLO) has been on a strong rally this year, fuelled by an unusually sharp surge in global refining margins.
Constellation Energy (CEG) Defies the Utility Slump. Can its Nuclear Edge Drive More Gains?
The overall utilities sector fell by 5.18% during the month of August, compared to the 2.62% gain for the overall market.
Baker Hughes (BKR) and Venture Global (VG) Team Up for the Next LNG Wave
Baker Hughes Company (NASDAQ:BKR) and Venture Global, Inc. (NYSE:VG) are expanding their collaboration through a new set of equipment orders.
JPMorgan Bets Magnolia (MGY) Can Break to New Highs
Magnolia Oil & Gas Corporation (NYSE:MGY) received a boost on September 8 when JPMorgan upgraded the stock from ‘Neutral’ to ‘Overweight’, while also raising its price...
Shell and Constellation Energy Strike a $715 Million Power Deal
Shell plc (NYSE:SHEL) announced on September 10 that it had agreed to sell its interest in RISEC Holdings to Constellation Energy Corporation (NYSE:CEG) for $715 million.
Energy Transfer’s (ET) Strong 2026 Run Gets a Fresh Vote from Stifel
Energy Transfer LP (NYSE:ET) has surged by almost 30% since the beginning of 2026, propelled by its strong performance, high natural gas demand in the US, and new pipeline opportunities...
ExxonMobil’s LNG Ambitions Just Got A Major Upgrade
On September 14, ExxonMobil Holdings Corporation (NYSE:XOM) said that it expects its annual LNG sales to reach 50 million tons by 2030, up from its previous target of 40 million...
Piper Sandles Sees ExxonMobil (XOM) Heading Toward New Highs
ExxonMobil Holdings Corporation (NYSE:XOM) is the largest oil company in the United States, and one of the largest integrated energy companies in the world.
NextEra-Dominion Merger Wins Shareholder Backing: What’s Next?
It was reported on September 3 that NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc.
Bloom Energy (BE) Joins S&P 500: Can Its AI Rally Continue?
Bloom Energy Corporation (NYSE:BE) jumped after trading on September 4 after it was announced that the stock had been added to the S&P 500, marking an important milestone for ...
FLEX Makes a $4.4 Billion Bet on AI Power
Flex Ltd. (NASDAQ:FLEX) announced on September 3 that it will acquire power conversion systems maker EPC Power in a deal valued at $4.4 billion.
Eni (E) Bets Big on Uruguay with Stakes in Two Offshore Blocks
Eni S.p.A (NYSE:E) announced on August 29 that it had signed an agreement with YPF’s subsidiary Miwen SA and Uruguay's national oil company Ancap for entry into the OFF-5 exploration...
Baker Hughes (BKR) Lands Multi-Year Contract with Pakistan’s OGDC
Baker Hughes Company (NASDAQ:BKR) announced on September 3 that it had secured a multi-year contract with Pakistan's Oil & Gas Development Company to maximize production performance...
Chevron (CVX) Doubles Down on Venezuela with a $7 Billion Oil Bet
Chevron Corporation (NYSE:CVX) announced on September 2 that it will invest more than $7 billion in Venezuela over the next five years to double its oil production in the country...
GeoPark’s Venezuela Deal: Massive Opportunity or Risky Bet?
On September 2, GeoPark Limited (NYSE:GPRK) announced its strategic entry into Venezuela through the acquisition of the Bare Block, a large heavy-oil producing asset in the country...
Jefferies Sees Cameco (CCJ) and BWXT as Winners in the Nuclear Boom
Jefferies turned bullish on the nuclear energy sector on September 3 and initiated coverage of Cameco Corporation (NYSE:CCJ) and BWX Technologies, Inc.
Wells Fargo Just Raised its Bets on These 2 Refining Giants
The US refining stocks have been on a strong rally this year, driven by an unusually sharp surge in global refining margins as the ongoing disruptions have significantly reduced...
Eni (E) is Betting Billions on Venzuela’s Massive Oil Reserves
Eni S.p.A (NYSE:E) announced on September 2 that it had signed a new 25-year production sharing agreement with Venezuela’s state-owned PDVSA related to the large Junin 5 heavy...
PG&E (PCG) and Edison (EIX) Sink After California Wildfire Liability Deal Falls Apart
PG&E Corporation (NYSE:PCG) and Edison International (NYSE:EIX) plunged on August 31 when California lawmakers introduced a bill that would update the state’s wildfire response...
Can Marathon Petroleum (MPC) Keep Rallying? Wells Fargo Says Yes
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the broader market, posting gains of almost 132% since the beginning of 2026.
SLB Bets $4.1 Billion on the AI Data Center Boom
SLB NV (NYSE:SLB) announced on August 31 that it will acquire Kelvion from Apollo Global and funds advised by Triton for around $3.4 billion in cash and the assumption of approximately...
Chevron’s Record Run Isn’t Over Yet, BMO Says
Chevron Corporation (NYSE:CVX) is one of the largest integrated energy companies in the world.
NatWest (NWG) Looks to America for Growth as UK Banking Competition Intensifies
NatWest Group plc (NYSE:NWG) is making a renewed push into the U.S.
United Airlines (UAL) CEO’s 2027 Outlook: Strong Demand and Gradually Rising Fares
United Airlines Holdings, Inc. (NASDAQ:UAL) CEO Scott Kirby expects airfares to keep rising gradually in 2027 as demand for travel remains strong. Reuters reported that U.S.
Exxon (XOM) is Betting on Robots to Unlock a New Permian Oil Boom
A Reuters report on August 24 revealed that ExxonMobil Holdings Corporation (NYSE:XOM) is looking to dramatically increase the use of automation for its operations in the Permian...
Diageo (DEO) Slashes Jobs in Cost-Cutting Blitz Under “Drastic Dave”
In its Annual Report 2026 released on August 18, Diageo plc (NYSE:DEO) revealed that it had an average of 27,938 full-time employees by the end of June, indicating a decline of...
SLB’s Venezuela Bet: Massive Opportunity or Risky Gamble?
A Bloomberg report on August 19 revealed that Venezuela has signed oil-related agreements with SLB NV (NYSE:SLB) and Hunt Oil as part of its efforts to attract investment and ...
NextEra (NEE) Wants Dominion (D) But States Push Back
In May, NextEra Energy, Inc. (NYSE:NEE) announced plans to acquire Dominion Energy, Inc.
BWXT’s Microreactor Bet Gets a Major Vote of Confidence from the U.S. Army
BWX Technologies, Inc. (NYSE:BWXT) supplies precision-manufactured components, services, and fuel for the commercial nuclear power industry across four continents.