Today: 2 June 2026
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Energy Sector 20 May 2026 - 2 June 2026

Fluence Energy pops 44% on Nvidia news. The AI power trade sees fresh action

Fluence Energy pops 44% on Nvidia news. The AI power trade sees fresh action

Fluence Energy surged 44% to $27.15 after Siemens named it in a new AI data center power design with Nvidia and nVent. Nvidia rose 6.3%, nVent 2.8%. Fluence’s battery storage is featured for backup and grid support in Nvidia’s DSX AI centers. Q2 revenue hit $464.9 million, net loss $29.2 million, backlog $5.6 billion. Risks remain: reference designs aren’t orders, and backlog may not convert to revenue if projects stall.
2 June 2026
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Cameco Stock Is Back in Focus After a Mine Restart — What Investors Watch Next

Cameco Stock Is Back in Focus After a Mine Restart — What Investors Watch Next

Cameco shares closed Friday at C$154.91 on the TSX, up 7.1% for the week after full production resumed at McArthur River and Key Lake following flood-related disruptions. The company kept its 2026 uranium output guidance unchanged at 19.5–21.5 million pounds. CIBC and National Bank of Canada maintained “Outperform” ratings. Cameco reported Q1 net earnings of C$131 million earlier in May.
31 May 2026
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Fresh $80 Wall Street Target Lands on Oklo, But the Catch Remains

Fresh $80 Wall Street Target Lands on Oklo, But the Catch Remains

Oklo shares rose 1.2% premarket after Bank of America initiated coverage with a Buy rating and $80 target. The company reported $2.54 billion in cash as of March 31 and a Q1 net loss of $33.1 million. Oklo has a binding 1.2-gigawatt power deal with Meta and over 14 gigawatts in non-binding agreements. The NRC approved a key design report for Oklo’s Aurora reactor earlier this month.
26 May 2026
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Best Energy Stocks to Buy Today: 5 Oil Stocks in Focus as Brent Tops $110

Oil Nears $100 in London After Iran Shock

Brent crude rose 3.6% to $99.64 a barrel Tuesday after U.S. airstrikes in southern Iran dimmed hopes for a peace deal and kept the Strait of Hormuz partly closed. WTI fell 3.7% to $93.09, with no Monday settlement due to the U.S. holiday. Three LNG tankers passed through Hormuz, but oil flows remain restricted. Indian refiners cut crude runs by 8.9% in April, turning to Latin America and Africa for supplies.
26 May 2026
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Centrica Shares Trade Lower Ahead of Ofgem Announcement

Centrica Shares Trade Lower Ahead of Ofgem Announcement

Centrica shares fell 0.4% to 199.55p in early London trading Tuesday, lagging the FTSE 100 ahead of Ofgem’s upcoming energy price cap decision. British Gas launched a two-year fixed tariff as markets braced for possible higher bills tied to Gulf tensions and rising wholesale prices. Brent crude rose 3% after U.S. strikes in Iran. Centrica remains about 9.5% below its April high.
26 May 2026
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Cameco Trades Higher in Toronto as U.S. Markets Closed; Uranium Trade Eyes What’s Next

Cameco Trades Higher in Toronto as U.S. Markets Closed; Uranium Trade Eyes What’s Next

Cameco shares rose C$2.33 to C$146.96 on the Toronto Stock Exchange Monday, while U.S. trading paused for Memorial Day. The company posted C$131 million in Q1 net earnings and reaffirmed its 2026 uranium production forecast. Cameco’s C$2.6 billion uranium supply contract with India runs from 2027 to 2035. The spot uranium price held at $84.70 per pound on May 22.
25 May 2026
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Baytex Slips as Oil Sells Off 5% for 2026

Baytex Slips as Oil Sells Off 5% for 2026

Baytex Energy shares fell 3.7% to C$6.86 on the Toronto Stock Exchange Monday, tracking a 2.1% drop in the S&P/TSX energy sector as oil prices slumped. Brent crude lost 4.8% to $98.57 a barrel amid speculation of a U.S.-Iran deal reopening the Strait of Hormuz. U.S. markets were closed for Memorial Day, leaving Baytex trading only in Toronto. The stock is down 6% in four weeks but up 200% over the past year.
25 May 2026
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NuScale Power Stock Rallies, But Citi’s $7 Call Puts the SMR Story on the Clock

NuScale Power Stock on Watch in Holiday Week After BofA Sets $12 Price Target

Bank of America resumed coverage of NuScale Power at Neutral with a $12 price target, citing slow customer deal progress and high cash burn. NuScale shares closed at $11.40 Friday after a volatile week, ahead of a Memorial Day market holiday. The company posted a $46.7 million net loss for Q1 and faces a securities class action. Competitors Oklo and X-Energy have drawn favorable comparisons and investor interest.
24 May 2026
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Ford Stock Moves as Energy Play Gets Attention

Ford Stock Moves as Energy Play Gets Attention

Ford shares rose 1.8% to $13.30 Wednesday after the company’s Ford Energy unit signed a five-year deal allowing EDF to buy up to 20 GWh of battery storage systems starting in 2028. Trading volume reached 25.7 million shares. Ford also reported Q1 revenue of $43.3 billion and net income of $2.5 billion. Lisa Materazzo will step down as global CMO on June 1, with Dean Stoneley named interim.
20 May 2026
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CleanSpark (CLSK) $378 Million Loss Puts Bitcoin Treasury and AI Data Center Pivot on the Clock

CleanSpark Shares Gain With Wall Street Viewing Power Assets as AI Play

CleanSpark shares rose 7.4% to $15.77 by midday Wednesday after the company hired Ruben Sahakyan as senior vice president of finance. Sahakyan, formerly of KBW/Stifel, will oversee capital markets and M&A. The stock outperformed bitcoin and other miners as investors responded to CleanSpark’s push into AI infrastructure. CleanSpark holds 1.8 gigawatts of contracted power capacity.
20 May 2026
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Latest articles

T1 Energy Shares Reach Record; What Comes Next Is Uncertain

T1 Energy Shares Reach Record; What Comes Next Is Uncertain

2 June 2026
T1 Energy Inc. surged 12.5% to a record $12.18 as investors bet on its solar modules for AI data centers, outpacing peers after strong Q1 results and bullish options activity; the rally lifted shares above recent analyst targets, but risks remain with single-customer reliance, pending $400M+ factory financing, and ongoing debate over tax-credit eligibility.
Redwire’s Space Surge Pauses as Jefferies Lowers Rating

Redwire’s Space Surge Pauses as Jefferies Lowers Rating

2 June 2026
Redwire shares rose 0.7% after Jefferies cut its rating to “Hold,” warning the stock’s 223% year-to-date rally outpaced fundamentals, with adjusted EBITDA expected to stay negative in 2026; as SpaceX’s record IPO looms, Redwire’s backlog hit a record $498.1 million, but risks include unconverted orders and a recent share sale that raised $63.5 million while increasing share count.
BlackBerry Stock Hits 52-Week High as Traders Watch BB

BlackBerry Stock Hits 52-Week High as Traders Watch BB

2 June 2026
BlackBerry shares surged 4.2% to a 52-week high of $10.26 as investors piled in on QNX robotics-software momentum, FedRAMP security recertification, a renewed buyback, and heavy investor-conference attention, but with a price-to-earnings ratio of 114, the stock’s rapid $2.1 billion market cap jump faces a critical test at the June 25 earnings report.
Grab Stock Barely Moves. Its Bank Bet Is the Real Test Now

Grab Stock Barely Moves. Its Bank Bet Is the Real Test Now

2 June 2026
Grab Holdings slipped 0.3% to $3.60 as investors weighed its 24% Q1 revenue jump and $120 million profit against unchanged full-year guidance and ongoing concerns about costs and risks tied to its Superbank consolidation, digital banking exposure, and consumer spending pressures.
Bitmine Faces Market Jolt as $11.6B Ether Position Hits Rough Patch

Bitmine Faces Market Jolt as $11.6B Ether Position Hits Rough Patch

2 June 2026
Bitmine shares plunged 6.5% to $17.62 after the company revealed its ether holdings hit 5.42 million tokens, exposing investors to a $502 million drop in ETH value as the token slid 4%, underscoring the stock’s sensitivity to crypto price swings and Bitmine’s shift from bitcoin mining to massive ether bets.
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