Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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 ...
Oil prices have fallen back to pre-war levels, but energy ETFs may still offer opportunity as refining, LNG demand, and tight supply support the sector.
JPMorgan, Citi and other analysts are cutting long-term oil price forecasts as weaker demand outweighs lingering geopolitical risks in the Middle East.
OXY's stronger ROE, cheaper valuation, earnings estimate growth and six-month share gains give it an edge over CVX.
Chevron reached the market before ExxonMobil.
CVX is pursuing new U.S. data center power projects after Project Kilby, leveraging natural gas to meet rising AI-driven electricity demand.
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. The Fund invests in high-quality growth companies and mitigates risk by writing call options. Following the late-February strike on Iran, oil prices surged, leading to a risk-off sentiment, boosting […]
Chevron Corporation (NYSE:CVX) is one of the best stocks to buy now for good returns. On June 23, Chevron Corporation (NYSE:CVX) selected Texas Pacific Land Corporation to provide land and brackish water resources for its Project Kilby. Project Kilby is a massive $7 billion initiative by Chevron Corporation (NYSE:CVX) and Microsoft to construct a 2.67 […]
Chevron’s deal with Microsoft could open the door to more power projects. Gas and pipeline companies could win.
Chevron is a high-yield energy giant, but industry fundamentals are being trumped by emotions today.
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. ...
Chevron Corp.‘s Chief Financial Officer Eimear Bonner has forecasted a gradual but eventual drop in U.S. gasoline prices as the situation in the Middle East stabilizes. Bonner, addressing criticism from President Donald Trump, told CNBC on Thursday that energy companies...
Trump said he had instructed the DOJ to ‘immediately start looking into this.’
The geopolitical conflict in the Middle East has sent energy stocks like Chevron into volatile territory.
Ormat Technologies, Inc. (NYSE:ORA) is one of the Top 13 Stocks That Will Skyrocket. This stock features in an advertisement from Whitney Tilson called Commodity Supercycles. The advertisement starts out by mentioning that “our government is selling off the rights to millions of acres of public land.” It then adds that a “powerful” group of […]
Economist and Echelon Wealth Partners co-founder Peter Schiff thinks President Donald Trump‘s move to probe oil companies and high gas prices is a socialist move, something which the latter criticized former Vice President Kamala Harris for. Trump Advocating Socialism? In...
Microsoft Corporation (NASDAQ:MSFT) is one of the best trending AI stocks to watch in 2026. Following Microsoft Corporation (NASDAQ:MSFT) and Chevron’s signing of a 20-year agreement to supply natural-gas- fired power to a data-center campus in West Texas, JPMorgan stated that it considers the offtake as durable and believes “the most compelling element of the […]
Microsoft Corporation (NASDAQ:MSFT) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that, according to EU antitrust regulators, Amazon and Microsoft Corporation’s (NASDAQ:MSFT) cloud computing services should be designated as “gatekeepers” under landmark tech rules. This step would subject them to strict obligations aimed at curbing market […]
Caterpillar (NYSE:CAT) has been added to the Russell Top 50 Index, reflecting its inclusion among some of the largest U.S. companies by market value. The move comes as Caterpillar reports a record order backlog tied to AI data center power generation projects. The company supplies engines and turbines for large scale infrastructure efforts, including the Chevron Microsoft power initiative for AI data centers. Caterpillar sits at an intersection of heavy equipment manufacturing and large...
Alphabet has outpaced Microsoft in top-line revenue for every recent quarter, but both tech giants continue to report steady long-term growth.
(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
Chevron agreed to acquire a majority stake and operatorship in Greece's Southern Ionian Sea Block 10, expanding its presence in the Eastern Mediterranean. The company confirmed its operations in Venezuela remain safe and uninterrupted after major earthquakes in the country. For investors watching Chevron (NYSE:CVX), these developments highlight both new upstream exposure and an update on an existing high risk geography. The stock last closed at $172.24, with shares up 10.5% year to date and...
CVX confirms its Venezuelan operations remain safe and fully operational after devastating earthquakes, while supporting employees and local communities.
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.
With an upside potential of 26.64% according to analysts, Chevron Corporation (NYSE:CVX) is among the 10 Most Promising Hydrogen and Fuel Cell Stocks According to Analysts. On June 16, Chevron Corporation (NYSE:CVX) and HELLENiQ ENERGY announced an agreement for Chevron to participate in the Block 10 concession located offshore in the Kyparissiakos Gulf in Greece’s Southern Ionian […]
Chevron's 20-year deal will fuel a Microsoft AI data center in Reeves County with Permian natural gas, promising 2,000 jobs and $10B in tax revenue.
Energy stocks advanced late Thursday afternoon, with the NYSE Energy Sector Index rising 0.6% and th
Energy stocks advanced Thursday afternoon, with the NYSE Energy Sector Index rising 0.2% and the Sta
Microsoft’s 20-year power deal with Chevron secures AI infrastructure capacity, lowers energy risk, and strengthens Azure’s competitive advantage.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
