Financial News

Energy companies and AI infrastructure firms are positioned for the long term given secular compute demand. Read what top investors are thinking about the possibilities.

S&P 500 risks are rising as an under-the-radar market rotation begins. Read the full analysis here.

Goldman Sachs raised its Q4 Brent forecast to $90 from $80, citing slower Gulf recovery. The fourth upgrade since the Iran war began Feb. 27.

The S&P 500 and Nasdaq hit new highs as Q1 earnings beat and AI-led chip growth accelerates. Click here to read what investors need to know.

State Street SPDR S&P Oil & Gas Expl & Prod is rated a Buy, offers diversified exposure to US shale producers poised for re-rating. Read more on XOP ETF here.

Nasdaq 100 hit a fresh record as Intel surged 23% on a blowout quarter, while Charter Communications cratered and WTI sank 2% on Iran talks.

The Tortoise Electrification Infrastructure ETF (TPZ) pivots to electrification infrastructure and covered calls but lags peers amid outflows. Read the full analysis here.

Diamondback Energy (FANG) looks undervalued amid structurally higher oil prices—Permian scale, low breakevens, strong FCF & returns. Read the full analysis here.

Tech stocks brushed new record highs during midday Wednesday, as a fresh wave of blockbuster corporate earnings propelled mega-cap technology and speculative names higher.

BofA clients were net sellers for a 5th straight week as the S&P 500 hit 7,126. They piled into Energy ETFs at the fastest pace since 2021.

I see compelling alpha in energy, transportation, and private credit. Click here to find out the stocks I'm buying aggressively in these areas.

Ed Yardeni flipped back to overweight Energy after giving up on the sector two years ago: "The supply shock is likely to have a long tail."

U.S. stocks gave up early gains Tuesday as oil jumped nearly 3%. UnitedHealth surged 8% on strong earnings.

Bullish long-term view on US oil stocks: record production, diversification, and resilience to shocks.

I holler for the US dollar (while almost everyone else is expecting a collapse). The dollar has been in a powerful bull market since March 2008 when it had slumped to its all-time bottom.

Capital Group Dividend Value ETF offers a compelling blend of growth and income, making it suitable as a long-term core holding. Learn more about CGDV ETF here.

Crude oil spikes 6% and Brent tops $95 after a turbulent weekend renewed U.S.-Iran tensions, pulling Wall Street back from last week's record highs.

Oxford Economics' Ben May expects the Fed will cut rates twice in 2026 since the U.S. is mostly insulated from the oil shock.

The US stock market closed at a record high on Apr. 17, but a few days ago is ancient history when the firehose of war news can reshape investor sentiment by the hour.

The S&P 500 just swung from oversold to overbought in the second-shortest time frame ever. The MoneyShow Table of the Day shows the 14-day RSI surged from below 30 to over 70 in only 11 days

Dollar-commodity correlation remains negative 89% of the time on a one-year rolling basis. Currency movements can directly impact global demand. Read more here.