Energy


U.S. Stocks Are Being Trounced by Foreign Rivals. Play It Like Buffett.

Alphabet’s AI-fueled bond sale, Holtec poised for biggest nuclear IPO in years, Fed’s Miran optimistic on fiscal outlook and economic growth, and more news to start your day.

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GE Vernova Stock Hits New High. It’s Getting Cash Today for Deliveries in 2030.

Maxim Power announced an agreement with GE Vernova “to hold a manufacturing slot for a 7HA.02 gas turbine and generator package.”

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Kyndryl, Hims & Hers, Novo Nordisk, Oracle, Nvidia, AppLovin, and More Stock Market Movers

Kyndryl’s chief financial officer, David Wyshner, departs the company amid a review of its accounting practices.

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Nuclear Sector Is Poised for Its Biggest IPO In Years

Holtec heads toward an IPO as it plans to build and potentially operate its own nuclear plants.

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Transocean Buys Valaris as Offshore Oil Drillers Cash In On Recovery

The companies are merging as the outlook for offshore oil drilling improves.

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Scott Strazik on How GE Vernova Is Riding the AI Power Surge

When Scott Strazik became head of General Electric’s energy business, GE Vernova, in 2021, the electricity business felt very different than it does today.

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Amazon, Strategy, Robinhood, Novo Nordisk, Molina, Stellantis, Hub Group, and More Stock Market Movers

Amazon shares tumble after the tech and online retailing giant forecasts $200 billion in capital expenditures for 2026.

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Revenge of the Real. Why Energy, Materials and Staples Stocks Are Beating the Market.

Boring is good. And it’s leading the market this year.

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Take-Two, Mondelez Get Analyst Attention

Analysts also report on Cloudflare, Enphase Energy, Silicon Laboratories, and Valvoline.

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Oil Prices Rise After Iran Says U.S. Talks Are a ‘Good Start.’ Here’s Why.

The price of oil rose after indirect talks between the U.S. and Iran.

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Bloom Energy Is Already the Fuel-Cell King. It’s Setting Its Sights Much Higher.

The company’s latest earnings report cemented its status as a major data-center power player.

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Bitter Cold Tested the Electric Grid. Nuclear and Batteries Came Through.

It is also clear that reliability concerns are growing, and will only get worse as more AI data centers hook into the system.

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Forgent Power Ends First Trading Day Up on Data-Center Demand

The showing was notable as investors grow more selective about where they place bets related to artificial intelligence.

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Alphabet, Qualcomm, Broadcom, AMD, Strategy, Novo Nordisk, Amazon, and More Stock Market Movers

Google parent Alphabet beats analysts’ expectations for quarterly earnings and revenue but its capital spending forecasts widely top estimates.

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Carrier Stock Drops. AI Wasn’t Enough to Save Earnings.

Some of its businesses, like data center cooling, are booming.

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How the AI Trade Went From Market Savior to Saboteur

Artificial intelligence may still be in its infancy, but this mainstay of the stock market rally now has investors worried it will be its downfall.

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Oil Tanker Rates Have Tripled. It May Not Last.

The supply of tankers is set to increase, which will eventually exceed demand growth.

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AMD, AbbVie, Boston Scientific, Eli Lilly, MP Materials, Super Micro, Palantir, and More Stock Market Movers

Advanced Micro Devices stock falls sharply even as the chip maker posts better-than-expected earnings and guidance.

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Enphase Stock Soars 35% After Earnings. Why Some Clouds Are Lifting for Solar.

Solar stocks took a battering last year after President Donald Trump’s signature tax bill cut clean-energy subsidies.

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Palantir, Pfizer, AMD, PayPal, Novo Nordisk, PepsiCo, Merck, and More Stock Market Movers

Palantir stock rises on the back of better-than-expected quarterly earnings and a solid first-quarter outlook.

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Strategy, Robinhood, Oracle, Palantir, Nvidia, Disney, MP Materials, and More Stock Market Movers

Strategy, Coinbase and Robinhood stocks tumble after the price of Bitcoin drops to a 10-month low.

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A $58 Billion Shale Merger Comes at an Awkward Time

The transaction is expected to close in the second half of 2026, the companies say.

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Apple, Verizon, SoFi, Sandisk, Western Digital, Unity Software, Exxon, and More Stock Market Movers

Verizon stock heads for its largest single-day percent increase since 2008 after earnings top Wall Street’s expectations.

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GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.

It’s always a good idea to read annual reports. It’s a chance to learn more about a company and its management.

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Albemarle Stock Is Plunging. This Is Why.

Over the past few months, benchmark lithium prices have gone from roughly $9,000 per metric ton to $26,000.

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