Why extreme oil price volatility sets off alarm bells for markets and the economy
In the long run, stocks tend to follow earnings. And in the short term, RBC’s equity analysts don’t think the companies they cover (outside of the energy sector) will take a big hit from the increase ...
US gas prices surge, with prediction markets implying >$4 per gallon by the end of March
Pain at the pump is intensifying as the ongoing war in the Middle East pressures supplies . US average national gas prices rose to $3.45 per gallon on Sunday, according to data from the American Autom...
Stock futures tumble as war drives oil above $100 for the first time since 2022
Oil futures broke above $100 per barrel on Sunday evening for the first time since 2022 as the escalating conflict in the Middle East exacerbates disruptions to this all-important commodity. S&P 500 a...
Jet fuel refining margins are surging to 20-year highs amid Iran war, threatening airlines
Amid the war in Iran and the resultant rising oil prices, airlines are facing a jet fuel margin squeeze not seen since the aftermath of hurricanes Katrina and Rita in 2005. According to a Deutsche Ban...
Qatar energy minister warns of potential oil spike to $150 within weeks
Oil prices jumped on Friday morning following a Financial Times report that Qatar expects Gulf energy exporters could halt production within days if the Iran war continues. In an interview with the FT...
US gas prices jump to highest level of Trump’s time in office
The disruption in oil markets following joint US and Israeli attacks against Iran has propelled American gas prices to their highest level of President Donald Trump’s time in the White House (includin...
US crude oil hits highest price since 2024 as Iran war roils markets
US crude oil climbed by more than 8.5% in afternoon trading Thursday, pushing the price of benchmark West Texas Intermediate crude above $81 at points, a level it hasn’t seen since the summer of 2024....
As oil spikes, energy stocks again lead US markets
The S&P 500’s energy stocks () are some of the few bright spots in the blue-chip index Thursday, after continued US and Israeli bombing and renewed Iranian attacks on energy infrastructure throughout ...
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With the US on the offensive, energy stocks have shot to the top of the S&P 500 this year. What comes next?
After three straight years of dismal performance, energy stocks have emerged as the biggest market winners so far in 2026, posting the biggest gains of the 11 sectors that constitute the S&P 500. This...
Oil to lows and stocks to highs of day after President Trump says US will insure and escort oil tankers through the Gulf
West Texas Intermediate futures dipped to their lowest level of the day while the continued to pare losses after US President Donald Trump ordered immediate action to improve the flow of oil to globa...
Energy price spike on Mideast war has traders betting on no Fed cuts through June
A war in the Middle East, and the resultant upward pressure on oil prices, has caused traders to reverse bets that the Federal Reserve will cut interest rates in the first half of this year. The predi...
Plug Power pops after Q4 revenues exceed expectations
is soaring in postmarket trading after issuing solid fourth-quarter sales that more than outweighed some massive red ink on its bottom line. The hydrogen fuel cell company reported: Revenues of $225.2...
Vistra beats Q4 earnings expectations for adjusted EBITDA, but dips on income decline
Power provider , a key player in the AI energy trade, reported better-than-expected adjusted earnings results early Thursday, but shares dipped in early trading as Q4 net income dropped. The Texas-bas...
Amazon, Google, Meta, Microsoft, Oracle will agree to “build, bring, or buy” AI data center power
A month after President Trump called on Big Tech companies to “pay their own way” for data center energy — and a day after Trump pledged as much in his State of the Union address — a number of tech’s ...
Top AI energy trade Constellation Energy beats earnings expectations
Nuclear power plant operator reported Q4 earnings Tuesday before the start of trading in New York that edged ahead of analysts’ expectations for profitability, while revenue soared ahead. The owner o...
President Trump, the “Undisputed Champion of Beautiful, Clean Coal,” wants the Defense Department to start buying more of it
During the inaugural Champion of Coal event held at the White House last week , President Trump — having just been presented with the “Undisputed Champion of Beautiful, Clean Coal” award by the chair ...
Fresh off an IPO, SOLV Energy’s CEO sees a bright future with burgeoning demand, despite Trump’s distaste for solar
Driven by hundreds of billions of spending by Big Tech on AI infrastructure, demand for electricity has never been higher. One of the few constraints on companies racing to build ever-larger data cent...
Morgan Stanley says solar manufacturing could add as much as $50 billion in value to Tesla
Tesla’s recently reported move into solar manufacturing could add $25 billion to $50 billion in value to the company’s energy business, Morgan Stanley writes. The bank currently values the energy busi...
Bloom Energy earnings get warm reception from analysts
Fuel cell-based power provider posted better-than-expected Q4 earnings and sales results after the bell on Thursday, sending the stock higher aftermarket and into early Friday trading. Here’s some of...
Bloom Energy surges after topping expectations for sales, EPS
Fuel cell-based power provider and momentum stock par excellence reported its Q4 numbers after the close of trading on Thursday. The company reported: Q4 diluted adjusted earnings per share of $0.45 ...