Oklo pacing for big week, helped by risk-on appetite and Trump policy directive
Retail favorite , the “pre-revenue” designer of smaller experimental modular nuclear reactors with close ties to the Trump administration, is on track for its best week since January, even after slump...
Bloom Energy spikes after vastly expanding its deal to supply fuel cells to Oracle
spiked 15% in postmarket trading on Monday after expanding its pact to supply power to . The hyperscaler has contracted an initial 1.2 gigawatts of fuel cell capacity from Bloom, with plans to procure...
Even with a fragile ceasefire in place, the energy crisis is far from over. Here’s what to watch for.
Last night’s ceasefire deal between Iran and the US once again scrambled global markets, causing crude oil prices to collapse and stock and bond markets to soar. But the energy crisis sparked by the c...
Stocks rip and market soars as price of oil drops on Iran ceasefire
All’s well because oil fell. US stocks are off to the races on Wednesday morning after the US and Iran agreed to a two-week ceasefire, during which time oil flows through the Strait of Hormuz are expe...
Airlines and cruise stocks spike after oil plunges on 2-week ceasefire with Iran
Travel stocks are surging Wednesday following President Trump’s announcement on Tuesday evening of a two-week ceasefire with Iran. West Texas Intermediate crude futures were down about 16% as of 7 a.m...
Delta reports better-than-expected Q1 earnings, surges as oil plummets
reported its first-quarter results before markets opened on Wednesday. The carrier’s shares surged 12% in premarket trading. Delta, which as of today will charge passengers $10 more per checked bag , ...
Oil plummets on 2-week ceasefire announcement, dragging energy stocks lower
Oil prices are sharply lower Wednesday morning, extending their biggest single-day drop in six years after President Trump announced a two-week ceasefire with Iran that includes reopening the Strait o...
Oil spikes, equity futures retreat as President Trump commits to hitting Iran “extremely hard” over the next two to three weeks
West Texas Intermediate oil futures jumped more than 6% and US equity futures slid after President Donald Trump said the US military operations against Iran would continue over the next two to three w...
The Iran war oil shock gave the markets ’70s stagflation vibes
A wartime whiff of stagflation permeated the markets in March. Oil and commodities stocks soared. Value stocks outperformed growth favorites. And stocks and bonds, broadly, sank in lockstep over the...
Energy stocks tumble after massive March
Energy and chemical stocks tumbled early Wednesday on growing expectations that the US participation in the Iran war is nearing an end, and West Texas Intermediate crude oil futures slipped back below...
Constellation tumbles after posting underwhelming guidance, failing to announce new data center deals
AI power trade tumbled early Tuesday after issuing an investor day update the market seemed to find unsatisfactory. The company introduced full-year 2026 operating earnings guidance of between $11 an...
Fermi falls after annual report shows steep losses, still no tenant
fell after it released its first annual report , which showed the cost for its power site is mounting while it still doesn’t have any customers secured. Shares dropped about 11% in premarket trading f...
Meta’s energy deal with Entergy boosts AI-linked utilities stocks
Shares of are soaring on Friday after agreed to fund the creation of seven natural gas-fired power plants to secure energy for its mammoth Hyperion data center project in Louisiana . The news is als...
Argan spikes on massive Q4 sales beat as power plant supplying PJM region completed ahead of schedule
The ability to add supply ahead of schedule to an energy-hungry AI boom drove a massive earnings beat for power plant builder in Q4. In the three months ended January, Argan’s adjusted earnings per s...
Oil and gas prices jump, stocks slide, after Middle East strikes hit key energy infrastructure
Oil and gas prices surged on Thursday morning following attacks on key energy infrastructure in the Middle East, with international benchmark Brent crude briefly topping $118 per barrel (before retrea...
Constellation, Talen, and NRG surge as BNP analysts see “golden (AI)ge” ahead for them
Power producers , , and jumped Wednesday, benefiting in part from a rosy write-up by analysts at BNP Paribas, who launched coverage of all three at “outperform” and argued that the AI energy trade — ...
The Iran war is producing the sharpest spike in US gas prices since Hurricane Katrina
The average US national gas price jumped a little more than $0.05 to $3.84 on Wednesday, per the American Automobile Association, its highest level since September 2023. While front-month West Texas I...
Oklo up as analysts spotlight “permits progress”
shares crept up early Wednesday after reporting a wider-than-expected full-year loss Tuesday after the close. The company isn’t well covered on Wall Street, but a smattering of analysts spotlighted gr...
Oklo reports larger-than-expected full-year loss per share
Oklo, the revenue-free nuclear power start-up that more than tripled last year and became a favorite of retail traders, reported full-year results after the close of trading Tuesday. It reported: A fu...
Oklo surges after receiving approval for next phase in the construction of its first reactor
Revenue-free retail favorite is up in early trading after announcing regulatory updates on its first product, a reactor it calls Aurora, which it has started building at the US Energy Department’s pr...