AI's 30% Power Surge To Ignite 'Historic' Energy Boom: Why These Energy Stocks And ETFs Are Set to Win AI's 30% power surge is igniting a historic energy boom. See which data center-fueled energy stocks and ETFs are set to win.
Trump's 'Drill Baby Drill' Delivers Record US Oil Production At 13.6 Million Barrels Per Day: 'There Will Be New Records Set,' Says Doug Burgum Doug Burgum, the U.S. Secretary of the Interior, highlighted America's renewed energy dominance under President Donald Trump, amid record-breaking output and surging LNG exports.
Trump's 'Drill Baby Drill' Plan Just Backfired—Oil Stocks Haven't Been This Cheap In Years Ten months into Trump's return, energy stocks are slumping, oil rigs are shutting down, and clean energy is leading.
Nvidia's Real 'Bottleneck' Isn't Chips, It's Power, Says Beth Kindig, Tech Analyst Shares What It Means For AI Investors Analyst Beth Kindig says power, not chips, is Nvidia's real bottleneck. She sees a 10x growth opportunity for AI energy investments.
OPEC Turns The Output Tap On: What It Means For Oil ETFs Oil ETFs hit by OPEC+ plans to boost production. USO, BNO, and UCO saw significant losses. Equity-based and diversified funds offer more stability.
These 5 Oil ETFs Can Ride The Summer Demand Wave Amid Trade Talk Tailwinds Oil prices rise, offering tactical opportunity. Supply tightness, improving sentiment, US-China trade talks and tightening supply boost oil-linked ETFs.
Paul Singer's $2 Billion Energy Power Play: Phillips 66, Suncor Among Elliott's Top Holdings Paul Singer, Elliott Management's founder, made bold energy bets in Q1 of 2025, investing $2B each in Phillips 66 and Suncor Energy, while trimming exposure to broader market ETFs.
Goldman Sachs Issues Bearish $40 Oil Forecast As OPEC+ Pumps More: Energy Stocks Sink OPEC+ hike in production and Goldman's oil price forecast decrease led to a selloff in US energy stocks. Brent and WTI may drop to $40s by 2026.
Schlumberger's Margin Resilience: Analyst Highlights Digital & Production Strength Despite Price Cut Stifel analyst lowers Schlumberger price forecast to $54, maintains Buy rating. Q1 revenue and EPS missed estimates, but strong FCF and ChampionX acquisition may benefit stock.
Texas-Based Baker Hughes Warns Of $100-$200 Million EBITDA Risk From Tariffs In 2025 Baker Hughes Company (BKR) reports flat revenue of $6.43B in Q1 FY25, misses consensus of $6.49B. Adjusted EPS beats at $0.51. Orders fall 1% to $6.46B. Company declares dividend of $0.23. Expects revenue of $6.3B-$7B for Q2 FY25 and sees 'high degree of variability' for FY25 due to trade policy uncertainty.
Baker Hughes Lands Multi-Year Deal For Dubai Gas Project Baker Hughes secures multi-year contract for coiled-tubing drilling services, contributing to energy stability and lower emissions.
Baker Hughes' NovaLT Gas Turbines To Power Data Centers Amid Growing AI Demand Baker Hughes will supply gears and power generation generator technology for several data center projects throughout North America.
Baker Hughes Partners with Frontier On Carbon Capture Push: Details Baker Hughes partners with Frontier Infrastructure to accelerate carbon capture and storage and power solutions, utilizing their technology and expertise.
Baker Hughes Appoints Ahmed Moghal As CFO, Reaffirms Growth Targets Baker Hughes shares down on CFO transition. The company reiterated its first-quarter and full-year 2025 outlook.
Patterson-UTI Stock Trades In Red Pre-Market After Q4 Revenue Miss: Retail Stays Bearish The company’s quarterly revenue fell 26.6% to $1.16 billion compared to last year. Analysts, on average, expected the company to post $1.25 billion in revenue.
Baker Hughes Lands ExxonMobil Guyana Deal, Partners With Hanwha On Ammonia Turbines Baker Hughes Company announced transactions and partnerships at its 2025 Annual Meeting, including a contract with ExxonMobil and a partnership with Hanwha.
Schlumberger JV Lands Carbon Capture Deal In Oslo, Norway: Details SLB Capturi wins contract to deliver carbon capture solution for Hafslund Celsio. Plans to capture 350,000 tons yearly and reduce emissions.
Halliburton Analysts Trim Forecasts After Softer 2025 Guidance Several analysts lowered price target for Halliburton (HAL) mixed Q4 results and weak guidance. Stifel, Goldman Sachs, Piper Sandler revised estimates.
Bull Case for Transocean Stock: 100% Upside Could Be Within Reach After Goldman Sachs released its 2025 macro outlook report, a lot of traders started picking up on the new upside potential in oil names.
Shell Awards Schlumberger Three-Year, Multi-Region Deepwater Contracts: Details Schlumberger secured major contracts from Shell for energy development in various locations, leveraging its AI and ultra-deepwater expertise.
Oil Prices Spike By Over 3% As OPEC+ Delays Production Increases Ahead Of US Elections: 5 Energy ETFs To Watch Monday The Biden-Harris administration has imposed extensive sanctions on Russia; a second Trump administration would likely nix those sanctions.
BP Faces Price Forecast Cuts As Analysts Flag Weak Earnings And Rising Debt Challenges Analysts lower price target for BP after Q3 results show revenue miss and production decline. Focus on deleveraging over growth.
Schlumberger's OneSubsea Lands Key Contract With BP To Power Deepwater Kaskida Project: Details SLB joint venture won a contract from BP for a subsea boosting system as part of the greenfield development of the Kaskida project in the deepwater U.S.
