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Energy Sector 21 January 2026 - 22 January 2026

Bloom Energy stock price slips as big-holder filings land ahead of Feb. 5 earnings

Bloom Energy stock price slips as big-holder filings land ahead of Feb. 5 earnings

Bloom Energy shares fell 3.9% to $144.72 Thursday afternoon, reversing earlier gains, after filings showed BlackRock and Kuwait’s sovereign fund held sizable stakes. The drop came as the S&P 500 and Nasdaq rose. Investors are awaiting Bloom’s Feb. 5 earnings for signs of data-center demand. FuelCell Energy and Plug Power climbed sharply, while Bloom moved lower.
ASX 200 rebounds as jobs surprise lifts RBA hike bets; Santos leads energy

ASX 200 rebounds as jobs surprise lifts RBA hike bets; Santos leads energy

Australia’s S&P/ASX 200 rose 0.8% to 8,849, snapping a three-day losing streak, as energy and banks advanced but miners fell 1.6%. Santos and South32 each gained about 5%, while Northern Star dropped 8.8% on weak results. The unemployment rate fell to 4.1% and jobs surged by 65,200, lifting rate hike bets. AUSTRAC ordered an external audit of Airwallex over anti-money laundering concerns.
Glencore share price slips as Chevron Singapore sale talks and Rio Tinto bid clock keep GLEN.L in focus

Glencore share price slips as Chevron Singapore sale talks and Rio Tinto bid clock keep GLEN.L in focus

Glencore shares fell 0.9% to 495.48 pence in early London trading after Reuters reported the company and Eneos are in final talks to buy Chevron’s Singapore downstream assets, a deal that could exceed $1 billion. Attention is fixed on Rio Tinto’s Feb. 5 deadline to make a takeover offer for Glencore or walk away under UK rules.
Seatrium Limited share price slips as DolWin 5 arbitration clouds the next leg for SGX:5E2

Seatrium Limited share price slips as DolWin 5 arbitration clouds the next leg for SGX:5E2

Seatrium shares fell 0.5% to S$2.12 after the company disclosed arbitration with partner Aibel over the DolWin 5 converter platform project. Seatrium is seeking about €180 million from Aibel and faces counterclaims near €130 million. The dispute concerns cost, revenue sharing, and project scope under a 2019 consortium agreement. Project delivery is now delayed to 2026.
22 January 2026
Why Paladin Energy’s share price hit a fresh high — and what ASX:PDN investors watch next

Why Paladin Energy’s share price hit a fresh high — and what ASX:PDN investors watch next

Paladin Energy shares closed at a 52-week high of A$13.36 on Thursday, up 1.4%, after reporting a 16% quarterly jump in Langer Heinrich uranium output to 1.23 million pounds. The miner expects full-year production near the top of its 4.0–4.4 million pound guidance. JPMorgan downgraded the stock to underweight, citing valuation concerns. Investors await interim results in mid-February.
Exxon Mobil stock price jumps to a fresh 52-week high after hours — here’s what investors watch next

Exxon Mobil stock price jumps to a fresh 52-week high after hours — here’s what investors watch next

Exxon Mobil shares rose 2.4% to $133.61 in after-hours trading Wednesday, hitting a new 52-week high on volume of 18.9 million shares. The move followed supply disruptions in Kazakhstan and ahead of U.S. inventory data due Thursday. Brent crude settled at $65.24 a barrel, while U.S. WTI closed at $60.62. Diesel futures jumped 4% as U.S. refineries prepared for an Arctic blast.
Chevron stock price rises after report flags $1 billion-plus Singapore asset sale talks

Chevron stock price rises after report flags $1 billion-plus Singapore asset sale talks

Chevron shares rose 1.4% to $167.67 by midday Wednesday after reports of advanced talks to sell Singapore refining and fuel assets for over $1 billion. Oil prices were steady as traders monitored Kazakhstan supply issues ahead of U.S. inventory data. Chevron, Eneos, and Glencore declined to comment on the reported deal. Investors are watching for Chevron’s Jan. 30 earnings report.
21 January 2026
Energy Fuels (UUUU) stock jumps premarket as $300 million ASM deal puts rare-earth supply chain in focus

Energy Fuels (UUUU) stock jumps premarket as $300 million ASM deal puts rare-earth supply chain in focus

Shares of Energy Fuels rose 7% to $23.52 in premarket trading after announcing a $300 million all-stock acquisition of Australian Strategic Materials. The deal aims to expand rare-earth metals and alloys output in South Korea and includes plans for a new U.S. plant. ASM shareholders will receive 0.053 Energy Fuels shares plus a special dividend per ASM share. Court hearings and a shareholder vote are expected in the first half of 2026.
Paladin Energy shares hit a 52-week high after uranium output jump — here’s what’s next

Paladin Energy shares hit a 52-week high after uranium output jump — here’s what’s next

Paladin Energy shares surged 12.9% to A$13.14 after reporting a 16% jump in uranium output at its Langer Heinrich mine for the December quarter. The company sold 1.43 million pounds of uranium at an average price of $71.8 per pound and expects full-year production at the top end of guidance. The S&P/ASX 200 fell 0.37%. Paladin confirmed contracts for 23 million pounds through 2030.
21 January 2026
Bloom Energy stock price swings after-hours as RBC flags Texas data-center permit

Bloom Energy stock price swings after-hours as RBC flags Texas data-center permit

Bloom Energy shares rose 1.5% to $151.75 in after-hours trading Tuesday after RBC reaffirmed its Outperform rating and $143 price target, citing an air-permit filing for a 1.5-gigawatt Texas data center project. Bloom also released a survey showing increased demand for onsite power at data centers. The stock swung between $138.68 and $155.03 during the session.
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Stock Market Today

  • Strattec Security (STRT) Rises 5.4% on Cost Savings, Shares Up Despite Mixed Earnings Outlook
    April 9, 2026, 5:05 AM EDT. Strattec Security (STRT) shares surged 5.4% to $80.4 on strong volume, recovering from a 3.8% decline over four weeks. The gain followed company announcements of cost-saving moves, including an early retirement program and restructuring in Mexico, forecasted to save $3.4 million annually. The firm reported a robust balance sheet with $99 million cash against only $2.5 million debt, enhancing financial flexibility. Despite expected quarterly earnings per share (EPS) of $1.14, down 24% year-on-year, and revenues sliding 2.4% to $140.7 million, the stock's consensus EPS estimates remained flat, weighing on further upside. Strattec holds a Zacks Rank #1 (Strong Buy), alongside Magna (MGA) in the automotive sector, which also gained 5.9%. Investors are advised to watch earnings revisions closely for directional cues.

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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 09.04.2026

9 April 2026
LIVEMarkets rolling coverageStarted: April 9, 2026, 12:00 AM EDTUpdated: April 9, 2026, 5:06 AM EDT Strattec Security (STRT) Rises 5.4% on Cost Savings, Shares Up Despite Mixed Earnings Outlook April 9, 2026, 5:05 AM EDT. Strattec Security (STRT) shares surged 5.4% to $80.4 on strong volume, recovering from a 3.8% decline over four weeks. The gain followed company announcements of cost-saving moves, including an early retirement program and restructuring in Mexico, forecasted to save $3.4 million annually. The firm reported a robust balance sheet with $99 million cash against only $2.5 million debt, enhancing financial flexibility. Despite expected quarterly earnings
Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

8 April 2026
IREN shares rose 1.8% to $35.74 Wednesday as investors assessed its $6 billion share program and shift from bitcoin mining to AI cloud services. The company’s revenue fell to $184.7 million last quarter, with a net loss of $155.4 million. IREN recently announced a five-year, $9.7 billion AI cloud deal with Microsoft. Options trading volume hit 103,000 contracts Tuesday, with sentiment described as mixed.
Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

8 April 2026
Amazon closed at $213.77 Tuesday, with BNP Paribas maintaining a $320 price target, citing strong AI demand despite Amazon’s planned $200 billion capex for 2026. The company’s February forecast of higher spending sent shares down 11.5% after hours, even as AWS revenue rose 24% to $35.6 billion in the December quarter. Alphabet and Microsoft are also ramping up AI infrastructure spending.
Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

8 April 2026
The Sensex surged 2,946 points to 77,562.90 on Wednesday, its best day in five years, as a U.S.-Iran ceasefire and steady RBI rates pushed Indian markets higher. Brent crude fell 14.4% to $93.49 a barrel, easing pressure on the rupee, which rose 0.5% to 92.58 per dollar. All 16 major sectors gained, led by financials and auto stocks. The RBI kept its repo rate at 5.25% and forecast slower growth ahead.
Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

8 April 2026
Stock Yards Bank & Trust Co. increased its Netflix stake by 1,141.9% to 29,074 shares in Q4, while Ethos Capital Management disclosed a new 19,610-share position worth $1.84 million. The moves come ahead of Netflix’s April 16 earnings report and follow a Goldman Sachs upgrade to Buy with a $120 target. Insiders Reed Hastings and Greg Peters sold shares earlier this year under preset trading plans. Netflix last traded at $98.82.
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