The US-Iran ceasefire is fracturing, Brent is climbing, and energy stocks are repricing fast. Whether this is a temporary spike or the beginning of a sustained oil shock will reshape the Fed's next move and every duration-sensitive position in your portfolio.
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(Bloomberg) -- Microsoft Corp. said its carbon emissions climbed 25% in 2025, making it the latest technology company to report a setback in its efforts to erase emissions amid heavy spending on artificial intelligence data centers. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second S
(Bloomberg) -- The US equity market, with the S&P 500 hovering near all-time highs, is expensive. This isn’t controversial. Depending on which measure you use, US stocks have arguably been overpriced for several years. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGre
The Number With oil now trading well below the $100 level (and seemingly poised to continue heading lower, after OPEC announced further production increases recently and recessionary concerns pick up), it’s unclear where certain oil stocks are headed. One such name that’s on my radar right now just reported its Q1 2026 earnings in early ... Oil’s $100 Threshold: What It Means for Energy Stocks Now
Investing.com -- The Trump administration is expanding its effort to reduce federal regulations, proposing to eliminate 702 existing rules across government agencies as part of its latest deregulatory agenda, Bloomberg reported.
Pre-Market Stock Futures: Futures are trading mixed as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock market will be closed on Friday for the federal holiday, kicking off a long weekend to jump-start the holiday fun. All of the ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More
National Grid will get a 35% stake in Joulent, which is developing contracted power generation and high-voltage infrastructure for U.S. customers that require substantial amounts of power.
The Iran war handed Exxon Mobil (XOM) and Chevron (CVX) their sharpest stock surge in years. Then the peace dividend arrived, and it had the opposite effect. West Texas Intermediate prices fell to about $69 a barrel on June 28, its lowest since late February. This happened as tanker traffic ...
The AI data center boom has created an unusual power shortage, and oil companies are stepping in to supply the needed power using their extra natural gas. Chevron (CVX) became the latest to join that dynamic on June 22, when it announced a 20-year agreement with Microsoft (MSFT) to supply ...
Gasoline prices were expected to be the easy part of the oil market cooldown. With crude prices falling from April highs and moving closer to pre-war levels, consumers expected faster relief at the pump. Instead, gasoline prices have stayed sticky, turning a market move into a political fight. ...
(Bloomberg) -- As US officials hammered out an agreement weeks ago to end the war in Iran, President Donald Trump faced a dilemma: How to sell a provision that unlocked billions of dollars in frozen funds for Tehran to the American public.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansOman Tells Allies Ships Going Through Hormuz May Have to PayApple Shares Sink After Price Hikes Hit iPads an

Coming off of May's hot Personal Consumption Expenditures (PCE) reading, Gradient Investments associate portfolio manager Lisa Schreiber weighs in on how the Federal Reserve may move on interest rates in 2026 based on the latest inflation data.
For most of 2026, Exxon Mobil (XOM) and Chevron (CVX) investors enjoyed good gains as the Middle East crises pushed crude price to record highs. The Iran war had throttled the Strait of Hormuz, the narrow passage through which roughly a fifth of the world's oil normally travels, and both stocks ...
Chevron (CVX) and Microsoft (MSFT) announced a 20-year power purchase agreement on June 22 to build a natural gas-fired power plant in West Texas dedicated to supplying electricity to a Microsoft data center campus. The project, named Project Kilby, sits on more than 2,000 acres in Reeves County ...
Bank of America has predicted that the Federal Reserve will be forced to raise interest rates by 75 basis points this year, with the first 25-basis-point hike in September. They also see additional 25-basis-point hikes in October and December. The energy shock from the war with Iran drove inflation higher, with the CPI rising in ... Bank of America Sees Interest Rates Exploding Higher Soon: Play It Safe With 4 Dividend Giants
Pre-Market Stock Futures: Futures are trading lower after a mixed start to trading on Monday, following the holiday-shortened week due to the Juneteenth Federal holiday. We may start to see some end-of-the-quarter reallocations and selling for Hedge funds, ETFs, and Mutual Funds this week, and today looks like a starting point. With most corporate buybacks ... Here Are Tuesday’s Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike,
📈 Follow our live markets data and coverage. Let’s face it: No one knows what will happen next with the Strait of Hormuz. A single social-media post or Iranian drone could send oil prices plunging or surging before the digital ink is dry on this newsletter.
The 2.7-gigawatt project will have its own on-site power plant fueled by Chevron’s local natural-gas production.
Investing.com -- A tentative U.S.-Iran agreement could provide near-term support for equities and reduce pressure on oil prices and bond yields, according to BCA Research.
So far this year, prison operators Geo Group and CoreCivic are outperforming tech and energy giants alike.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
For most of the past four months, the story around Chevron (CVX) has been told through oil prices, Hormuz disruption data, and supply shock warnings. CEO Mike Wirth has been a fixture of that coverage, warning about inventory drawdowns and the inadequacy of the futures market's pricing. The ...
Chevron (NYSE:CVX) is an integrated energy major whose July 2025 Hess acquisition added Guyana, Bakken, and Gulf of America assets. With WTI near $95 and the Fed funds rate sitting at 3.75% after 75 basis points of cuts, the question I want to answer is whether income investors can trust the payout. Dividend Snapshot Metric ... Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings
(Bloomberg) -- Oil fell to the lowest since the early days of the Iran war on signs that flows through the Strait of Hormuz are rising and on progress toward an interim peace deal.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeUS, Iran Edge Toward Interim Deal Signing Close to G7 Next WeekXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesSpaceX Shares Indicated More Than 35% Higher on Gray Market
US stocks were set to open lower on Wednesday, but investors gained a little confidence from fresh inflation data ahead of the opening bell, while there were conflicting Middle East messages that pushed oil prices higher. Futures pointed to a weaker start on Wall Street, with the Dow Jones,...
During an interview with CNBC, Hassett said that the second consecutive month of over 170,000 nonfarm jobs additions shows that President Donald Trump’s supply-side policies are working well.
Oil is up more than 50% since the Iran war began. The Strait of Hormuz is running at less than 10% of normal vessel traffic. And the world's largest energy companies are being asked to make billion-dollar decisions in an environment that has rarely been harder to read. On May 29, the CEO of one of ...

<body><p>STORY: Wall Street's main indexes tumbled on Wednesday, with the Dow losing about 1.2%, the S&P 500 shedding about three-quarters of a percent and the Nasdaq falling roughly nine-tenths of a percent.</p><p>Flaring tensions in the Middle East and rising crude prices stoked inflation jitters and convinced investors to take some profits.</p><p>Energy stocks, buoyed by oil prices, enjoyed the largest percentage gains, with Exxon Mobil and Chevron both closing higher. </p><p>Meanwhile, six of the Magnificent Seven group of megacap tech stocks ended lower, with Meta the only exception.</p><p>Liz Miller is founder and president of Summit Place Financial Advisors.</p><p>"I more and more just keep seeing this market as a ping pong. One day we've got the momentum leading tech stocks up and then that drives all the indices up. And the next day we've got sort of the second tier undervalued companies up and the index is down. [FLASH] Today's again, one of those days where we're seeing energy with the most strength. We're seeing some of the consumer come through, some of the industrial, but techs are marginally down. And that's what I mean when I think about this market as a ping pong market, because these are high quality companies, they're large cap, they would be top tier fundamentally, but they haven't really participated as much in the index strength."</p><p>Among individual movers, shares of GameStop jumped 6% after the original meme stock posted a rise in quarterly revenue and unveiled a $2 billion share buyback program.</p><p>Shares of Crowdstrike, down nearly 3% at the close, dropped about another 10% in extended trading after the cyber security company reported a 15% jump in its first-quarter operating expenses as it ramps up investments in AI and product development.</p><p>And shares of Broadcom fell more than 6% in extended trading despite the company forecasting third-quarter revenue above Wall Street expectations, betting on robust demand for its custom AI chips and networking gear.</p></body>
Chevron didn't have a great quarter on the earnings front, but that masked the business's fundamental strength.