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Oil companies entered earnings season with higher commodity prices at their backs, but investors are still watching one issue more closely than almost anything else: spending discipline. In the Morgan Stanley note given to TheStreet, analyst Devin McDermott and his team said oil exploration and ...

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

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

(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

Goldman Sachs is taking a stronger view on Chevron after the energy giant’s first-quarter results gave analysts more confidence in the company’s cash flow outlook, production base, and shareholder return plans. In a report given to TheStreet, Goldman Sachs analyst Neil Mehta raised the firm’s ...

The headline numbers for Chevron (CVX) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

SHEL tops Q1 EPS estimates on trading and optimization strength, but revenues miss as working-capital swings hit cash flow.

Stock Market Today: The Dow Jones index rose Friday ahead of the April jobs report. Coinbase and Cloudflare dived on earnings.

(Bloomberg) -- The Trump administration’s fitful campaign to address US voters’ affordability concerns ahead of the midterm elections is faltering, with some key efforts stalled, cast aside or limited in scope. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogChina Asks Banks to Pau

Shell reported surging earnings as the Iran war brought a trading windfall. Shell’s first-quarter adjusted earnings rose to $6.92 billion from the $3.26 billion it reported in the prior quarter. Shell’s American depositary receipts were down 1.9% in premarket trading.

(Bloomberg) -- Shell Plc reported stronger-than-expected first-quarter earnings as the Iran war boosted trading profits and drove up energy prices, helping it to overcome a drop in oil and gas production from the conflict. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS, Iran We

Chevron Corporation (NYSE:CVX) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On May 1, 2026, Chevron Corporation (NYSE:CVX) reported Q1 adjusted EPS of $1.41 versus a 97c consensus and revenue of $48.61B compared to $52.7B expected. CEO Mike Wirth said results showed “solid” performance despite geopolitical volatility, pointing to strong […]

Viper Energy beats Q1 earnings estimates on higher production volume and surging royalty income, driving operating income growth and strong shareholder returns.

Investing.com -- Oil prices tumbled sharply on Wednesday, dragging energy stocks lower across global markets, after U.S. President Donald Trump announced a pause to the American military's "Project Freedom" operation aimed at reopening the Strait of Hormuz.

For months, the oil shock from the Strait of Hormuz closure has played out mostly in futures markets. Prices have surged. Traders have repositioned. But the physical barrels have kept moving, at least for now. The CEO of one of the world's largest oil companies just said that window is closing. ...

When Vicki Hollub took over as Occidental Petroleum's CEO on April 29, 2016, the shares were at $60.76. Ten years later, with Hollub preparing to step aside from the job, the shares are just above $60, which gives you an idea of the struggles the big exploration and production company has ...

ExxonMobil beat Q1 EPS and revenue as Permian and Guyana surged. With WTI above $100, it's still drawing buyers despite premium valuation

CrossAmerica Partners expects a Q1'26 earnings dip despite stable fee-based revenues, as a spike in crude oil prices & margin pressure may weigh on performance.

(Bloomberg) -- The fragile US-Iran ceasefire held Tuesday morning after a day of clashes involving shipping in the Strait of Hormuz and missile attacks against the United Arab Emirates.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceChina’s Rare Sanctions Pushback Leaves Banks Caught in CrossfireFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanctions

(Bloomberg) -- Oil steadied after Monday’s jump, as traders tracked the increasingly fragile four-week ceasefire in the Middle East following fresh clashes between the US and Iran. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanctions on R

(Bloomberg) -- Oil held the bulk of a sharp gain after fighting flared in the Middle East, with the US and Iran exchanging fire, renewed attacks on energy infrastructure, and vessels hit near the Strait of Hormuz.Most Read from BloombergChina's Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old CeasefireFormer NYC Mayor Giuliani in Critical Condition, Trump SaysUS Has Opened a Passage Through Hormuz, Central Command SaysBeijing Tells Chi

(Bloomberg) -- Oil held the bulk of a sharp gain after fighting flared in the Middle East, with the US and Iran exchanging fire, renewed attacks on energy infrastructure, and vessels hit near the Strait of Hormuz.Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old CeasefireFormer NYC Mayor Giuliani in Critical Condition, Trump SaysUS Has Opened a Passage Through Hormuz, Central Command SaysBeijing Tells Chi

The oil market is delivering a harsh reminder to investors: geopolitical risk may outrun fundamentals. Brent oil temporarily spiked to about $126 a barrel before tumbling as markets responded to rising U.S.-Iran tensions and worries of more disruption near the Strait of Hormuz. By the conclusion of ...

Moby summary of Hess Midstream LP's Q1 2026 earnings call

Hess Midstream Partners (NYSE:HESM) reported first-quarter 2026 results that management said met expectations despite severe winter weather early in the period, while also outlining a lower 2026 capital spending plan and higher adjusted free cash flow outlook. First-quarter operational performance

MPLX is set to report Q1 2026 earnings with a stable, fee-based revenue outlook, but weaker oil and gas prices may have pressured volumes.

(Bloomberg) -- The tankers have been arriving from all over the world in unprecedented numbers. After loading up in Alaska and along the US Gulf Coast, they head back out to sea — to Japan, Thailand and even as far as Australia.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersWorld’s Largest Container Carrier Plans Route Avoiding HormuzPhilippines Says Thousands Evacuated as Mayon Volcano EruptsTrump Casts

So many lessons from earnings season, so little time

Investing.com -- Chicago Federal Reserve President Austan Goolsbee stated on Saturday that recent inflation figures are "bad news" for the U.S. central bank, signaling continued caution regarding interest rate cuts.

To hear the big bosses at Exxon Mobil and Chevron, the end of the Iran war won't bring an immediate major drop in oil prices, much less gasoline prices. Worse, it's not clear to Exxon's Darren Woods and Chevron's Mike Wirth are how fast the disruptions in the Persian Gulf can be unwound and traffic ...