An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime playsGeothermal technology is in the early stages of its own shale revolution, Morgan Stanley says.Claudia Assis9 hours ago
Data centers are a political third rail. West Virginia is grabbing it anyway.West Virginia wants more data centers, even as other states slam the brakes on them.Claudia Assis4 days ago
The big reason Boeing’s stock is falling so hard after earningsBoeing will come up short on 737 Max deliveries, casting doubt on its turnaround plans.Claudia AssisOct 27, 2026
JetBlue has been losing money for years. It just charted a path to profitability.JetBlue’s stock rises nearly 20% as a new profit target helps calm fears about the airline’s viability.Claudia AssisOct 27, 2026
These energy stocks are poised to profit from an imminent AI power crunchBloom Energy and Solaris Energy would benefit from an urgency around securing power to AI developers.Claudia AssisOct 26, 2026
Here’s who’s joining the S&P 500 in the index’s latest shakeupTwilio gets the nod, as current component Warner Bros Discovery is due to merger with Paramount.Claudia AssisOct 2, 2026
The latest oil-price shock rippling through the economy is a refining crisis — not a crude crisis‘We’re solving the crude dilemma, but we are not solving the product dilemma’Claudia AssisOct 1, 2026
Jet fuel is following diesel’s price jump as the Hormuz supply shock hits the skiesSqueezed refineries are struggling to supply a world hungry for both diesel and jet fuel.Claudia AssisSep 22, 2026
Saudi Arabia is now pushing to export more oil through the Strait of HormuzWith its East-West pipeline shut down, the Straight of Hormuz is the best avenue available and its spigot has recently opened up. Will it last?Claudia AssisSep 17, 2026
Generac’s stock soars more than 30% after Amazon deal cements company’s status as an AI power playerFirst deliveries of Generac’s backup power generators are worth $2.4 billion.Claudia AssisSep 17, 2026
Top Senate Republican floats a diesel export ban as prices soar. It might not work.With diesel prices hitting a record $6.27 a gallon, Washington is talking about a maneuver that could ultimately make matters worse.Claudia AssisSep 15, 2026
Saudi Arabia may be just days away from not being able to export much oilThe oil exporting kingdom is now dealing with the shutdown of its East-West pipeline. Energy prices ‘are only going to rise on the back of this.’Claudia AssisSep 15, 2026
The Houthis have opened a new front in the Middle East oil war that’s pushing up pricesA Red Sea crisis deepens as the Saudi East-West pipeline is shut down and the Houthis grab effective control of the strategic Bab al-Mandeb Strait.Claudia AssisSep 11, 2026
It’s not just Hormuz. Another war is providing fresh price shocks to fuel and food.The Middle East conflict overshadows outages in Russia and a ‘massive impact’ on diesel suppliesClaudia AssisSep 10, 2026
Refining bottlenecks are emerging as the next big oil problem as Middle East skirmishes flare upAmerican drivers just paid the highest Labor Day gasoline prices ever. Dwindling global refinery capacity is threatening to push prices higher.Claudia AssisSep 9, 2026
