News

Occidental, Chevron, and ExxonMobil are no-brainer buys amid the Iran war.

Be careful what you wish for.

Chevron (NYSE:CVX) has rallied hard off late-2025 lows, riding a sharp move in WTI crude from $60.04/bbl in January to $100.32/bbl by April. After a 39.44% one-year gain, the question is whether the easy money is already made. Our 24/7 Wall St. price target for Chevron is $163.37 over the next 12 months, implying -11.57% downside ... Is Chevron a Safe Bet in the Energy Sector?

YPF Q1 earnings top estimates as stronger crude oil output, lower costs and improved refining performance increase profitability.

An ETF has done something unusual for a leveraged commodity fund. It has actually rewarded holders. ProShares Ultra Bloomberg Crude Oil (NYSEARCA:UCO) is up 130% year to date, the kind of move that pays for past pain in a fund notorious for grinding holders down. With President Trump’s April 7 announcement of a two-week US-Iran ... Up 130% YTD, This ETF Can Double Again as Iran War Has No End in Sight

June WTI futures prices are slowly moving higher, over $99 today. One profitable play is to sell short out-of-the-money one-month Chevron calls and puts. I discussed this last month, and it has worked out.

CVE's Q1 earnings beat estimates as higher oil sands production and stronger refining margins increase profitability.

Chevron’s first quarter results for 2026 were met with a negative market reaction, reflecting investor concerns about flat sales and a notable drop in operating margin, despite meeting Wall Street’s revenue expectations. Management attributed the quarter’s performance to strong upstream production—including a substantial boost from legacy Hess assets integration—and disciplined execution across volatile markets. CEO Michael Wirth highlighted operational resilience and the company’s ability to ca

SUN tops Q1 estimates on higher fuel sales volumes, stronger margins and a $102M boost from inventory accounting gains.

Matador Resources' Q1 earnings top estimates as stronger production volumes offset weak natural gas price realizations and lower revenues.

SHEL's Q1 beat, buybacks and dividend hike highlight strong cash visibility and trading strength amid volatility.

BP (NYSE:BP) just received a rare same-day double upgrade from Wall Street. Argus moved BP stock to Buy from Hold, and RBC Capital lifted the stock to Outperform from Sector Perform with a 700 GBp price target. The simultaneous bullish shift signals coordinated conviction that BP’s recovery story is finally taking shape under new CEO ... BP Just Got a Wall Street Double Upgrade: Argus, RBC Both Turn Bullish on Recovery Story

Geopolitical conditions heavily shape oil prices. When conflict erupts near oil-producing regions, prices spike, and naturally, when peace prevails, they fall. Several key mechanisms explain this relationship. Wars embed a “geopolitical risk premium” into oil prices, reflecting fears of supply disruption. Peace eliminates that premium. Conflicts also trigger sanctions that block oil exports; diplomatic resolutions ... Peace Will Bring Lower Oil: Warren Buffett’s Top Energy Picks for Berkshire Ha

European oil and gas companies that posted huge profits in the first quarter on soaring prices caused by the war in the Middle East face new calls from London to Paris to tax their outsized gains.View on euronews

Shell's CEO is warning that the world has a 1 billion-barrel hole to dig out of, and it could get worse before it gets better.

Recent performance snapshot Chevron (CVX) has pulled back recently, with the stock showing a 1 day return of 1.44% decline, a 7 day return of 5.59% decline, and a month move of 9.45% decline. Over longer periods, Chevron’s total return is 0.91% for the past 3 months, 17.06% year to date, 39.17% over the past year, 32.64% over 3 years, and 110.67% over 5 years. At the last close, the stock traded at US$182.50, giving Chevron an equity market value of about US$366.1b. Reported annual revenue...

Berkshire bought NYT, but strong execution and optionality may not justify today's valuation premium

This clinical-stage biotech develops oral therapeutics for chronic diseases, targeting large global markets with unmet medical needs.

Alumis develops clinical-stage therapies targeting autoimmune and neuroinflammatory diseases with a focus on TYK2 inhibition technology.

Chevron boasts a steady dividend supported by its strong asset base, making it a reliable stock in the volatile oil and gas industry.

European oil and gas companies who posted huge profits in the first quarter on soaring prices caused by the war in the Middle East face new calls from London to Paris to tax their outsized gains.- New projects - From London to Paris the strong results have sparked calls to tax oil company windfall profits, as occurred following the war in Ukraine which started in 2022.

Investing.com -- Diplomatic activity regarding the conflict in the Middle East reached a fever pitch this weekend as the United States and Iran weigh a proposed memorandum of understanding to end hostilities formally.

The stock market keeps acting like nothing can go wrong. The S&P 500 recently pushed to fresh highs, unemployment held at 4.3%, and President Donald Trump pointed to strong jobs data and rising markets as proof “our country is doing well.” On paper, that argument holds up. But there’s a growing problem hiding underneath the ... What Chevron’s CEO Just Said About Global ‘Supply Outages’ Could Derail Trump’s Economic Momentum

Given the lofty price of oil, energy investors should probably think about what happens when oil prices fall.

(Bloomberg) -- The world has burned through oil inventories at a record speed as the Iran war throttles flows from the Persian Gulf, eating into the very buffer that protects against supply shocks.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalTrump Punts Thorniest Iran Challenges in Push to Open HormuzIran War Is Drainin

The company is a well-oiled machine (pun intended).

California officials and advocacy groups are scrutinizing Chevron's role in the state's high gasoline prices. Reports accuse NYSE:CVX of benefiting the most among refiners at California gas pumps. The company is also reported to have funded public campaigns that attribute high prices to state policies. These developments are prompting calls for legislative and regulatory responses focused on refinery pricing and transparency. For investors looking at NYSE:CVX, this dispute sits at the...

US equity indexes rose this week as quarterly earnings showed the benign effect of artificial intell

Market volatility may be reason enough for more investors to flock into options trading. Tidal Financial Group Yieldmax strategist Mike Khouw outlines the opportunities in "Dividend Aristocrat" class of stocks and how to position your portfolio to have better distributions.

Chord Energy Q1 earnings beat estimates as higher oil production and stronger oil and natural gas price realizations support revenues and cash flow growth.