Today: 23 June 2026
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Energy Sector 17 January 2026 - 19 January 2026

T1 Energy Inc. shares rose 11.23% to $10.40 with high trading volume, and its G1_Dallas solar module plant received a bankability grade, attracting new analyst coverage. Bloom Energy traded at $337.49, below its earlier high but above last week’s record, as AI data-center builders identified electricity supply as a bottleneck, with 61% planning to secure their own power if necessary. U.S. stock markets were closed for Juneteenth, with NYSE core hours resuming Monday. Transocean shares ended at $5.31 on June 18, down from $6.04 on June 12, with increased volume. Earlier, Transocean shares dropped 5.9% to $5.25, along with declines in Valaris, Noble, and Seadrill, despite securing $185 million in contract backlog for two rigs. Vistra closed at $163.75, up 3.1%, and gained 10.6% for the week amid investor focus on AI data center power demand; its stock goes ex-dividend soon. Constellation Energy rose 8% for the week, closing at $274.06, with future performance depending on grid rules and project approvals to convert AI power demand into cash flow. GE Vernova shares climbed 3.6% to $974.82 after volatility and ongoing debate about data-center power demand and grid growth. Ford ended at $14.84, up 0.88%, but faces pressure from recalls affecting over 800,000 vehicles, ahead of its Q2 earnings report. Evergy and Entergy posted modest gains but lagged peers, with Evergy under scrutiny for whether data-center load growth is already priced in. Energy Transfer LP rose 1.65% to $19.07, breaking a five-session slide, with a 7.1% yield based on its cash distribution. Quanta Services closed at $707.74, up 3.58%, supported by AI-driven grid demand, record backlog, and raised guidance, with upcoming investor meetings as the next catalyst.
National Grid share price flat as BP, Network Rail objections put spotlight on key power line

National Grid share price flat as BP, Network Rail objections put spotlight on key power line

National Grid shares slipped 0.04% to 1,201 pence in early London trading Monday after hitting a 52-week high. Network Rail, BP, and Northumbrian Water have raised objections to the Norwich-to-Tilbury power line, citing safety risks and delays. National Grid launched a consultation on two local project changes, running from Jan. 19 to Feb. 23. Public events are set for late January and early February.
19 January 2026
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Utilities stocks: XLU slips as Treasury yields climb — PJM price caps, rate cases in focus

Utilities stocks: XLU slips as Treasury yields climb — PJM price caps, rate cases in focus

U.S. utility stocks fell Friday, pulling the Utilities Select Sector SPDR Fund (XLU) down 0.5%, though the ETF still rose about 2% for the week. The 10-year Treasury yield climbed to 4.24%. The White House urged PJM Interconnection to hold an emergency power auction and cap prices amid surging data center demand. Avista filed for a four-year rate increase in Washington, seeking a 13.9% electric and 4.7% gas hike.
18 January 2026
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Oil stocks brace for holiday week as Chevron Venezuela license and $60 oil collide

Oil stocks brace for holiday week as Chevron Venezuela license and $60 oil collide

Chevron is set to gain expanded rights in Venezuela, allowing cash payments to the government and full crude sales, U.S. Energy Secretary Chris Wright said Friday. Brent crude closed at $64.13 a barrel, up 0.6%, while Chevron shares ended nearly flat at $166.26. The U.S. dismissed reports of using Venezuelan oil to refill the Strategic Petroleum Reserve. North American rig count rose by 28 to 769, with U.S. rigs down by one.
18 January 2026
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Bloom Energy stock price near $150: why BE surged and what to watch before Tuesday’s reopen

Bloom Energy stock price near $150: why BE surged and what to watch before Tuesday’s reopen

Bloom Energy shares closed at $149.50 Friday, up 7.4% after an intraday high of $150.65. The rally followed news of a $2.65 billion fuel cell order from American Electric Power and increased focus on power supply issues for data centers. FuelCell Energy, Plug Power, and Ballard Power also gained. U.S. stocks overall ended flat ahead of the long weekend.
18 January 2026
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Centrus Energy stock price jumps 8% before MLK Day break — what traders watch next for LEU

Centrus Energy stock price jumps 8% before MLK Day break — what traders watch next for LEU

Centrus Energy shares rose 8.1% Friday to $331.03 after landing a $900 million Department of Energy contract to expand uranium enrichment in Ohio. The deal is part of a $2.7 billion federal push to boost domestic supply. U.S. uranium spot prices are forecast to reach $82 a pound by late 2025, while domestic mine output remains far below demand. Centrus reports quarterly earnings Feb. 5.
18 January 2026
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Venture Global stock price jumps 11% into MLK holiday week as LNG prices firm — what to watch next

Venture Global stock price jumps 11% into MLK holiday week as LNG prices firm — what to watch next

Venture Global shares surged 10.6% to $8.80 Friday, with trading volume reaching 15.4 million. The company cut its 2025 profit forecast to $6.18–$6.24 billion amid volatile LNG prices and shipping bottlenecks. Spot LNG prices in Asia hit a six-week high as colder weather forecasts boosted demand. Venture Global faces ongoing investor scrutiny and arbitration cases over past delays.
18 January 2026
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Sungrow Power Supply (300274.SZ) jumps on AI data-centre power push as China traders brace for new margin rules

Sungrow Power Supply (300274.SZ) jumps on AI data-centre power push as China traders brace for new margin rules

Sungrow Power Supply’s Shenzhen-listed shares rose 3.34% to 170.99 yuan Friday after the company said it is expanding into AI data-centre power supply and expects initial deliveries by 2026. Broker coverage and investor interest in infrastructure for artificial intelligence fueled gains. The Shanghai Composite fell 0.26%. New margin-financing rules take effect Jan. 19.
18 January 2026
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Energy Stocks Head Into MLK Break as Oil Firms Up — What Traders Watch Next

Energy Stocks Head Into MLK Break as Oil Firms Up — What Traders Watch Next

U.S. energy shares edged up Friday, with the XLE closing at $47.69, up 0.17%, as oil prices rose ahead of the long holiday weekend. Brent settled at $64.13 a barrel, WTI at $59.44. The S&P 500 slipped 0.1%. Markets remain closed Monday for Martin Luther King Jr. Day, reopening Tuesday. The U.S. oil and gas rig count fell by one to 543 for the week ending Jan. 16.
17 January 2026
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Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

Data center stocks head into MLK break as PJM power auction plan looms; Digital Realty, Vertiv rise

U.S. data center stocks ended mixed Friday as Washington pressed PJM Interconnection to hold an emergency auction to boost power supply and shift costs to large data centers. Digital Realty rose 1.9%, Vertiv gained 2.5%, and Equinix was little changed. PJM outlined new rules requiring big users to supply their own power or face curtailment. KeyBanc upgraded Digital Realty and Equinix, citing stable returns despite power constraints.
17 January 2026
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Oil stocks head into long weekend with Iran risk in focus as Exxon, Chevron earnings near

Oil stocks head into long weekend with Iran risk in focus as Exxon, Chevron earnings near

U.S. energy stocks edged higher Friday as crude prices rose, with Brent closing at $64.13 a barrel and WTI at $59.44. Exxon gained 0.6%, Chevron 0.1%, while ConocoPhillips and Occidental fell. Markets will close Monday for Martin Luther King Jr. Day, leaving traders exposed to headline risk. Exxon and Chevron report earnings Jan. 30.
17 January 2026
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Chevron stock: Venezuela license shift and Leviathan gas bet put CVX back on watch

Chevron stock: Venezuela license shift and Leviathan gas bet put CVX back on watch

Chevron shares edged up 0.1% to $166.26 Friday after U.S. officials said they are moving to expand the company’s Venezuela license, potentially allowing cash payments to Caracas. Oil prices rose, with Brent closing at $64.13 a barrel. Chevron and partners approved a $2.36 billion expansion of Israel’s Leviathan gas field. U.S. markets will be closed Monday for Martin Luther King Jr. Day.
17 January 2026
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Centrus Energy (LEU) stock price jumps into long weekend as nuclear fuel trade stays in focus

Centrus Energy (LEU) stock price jumps into long weekend as nuclear fuel trade stays in focus

Centrus Energy shares surged 8.2% to $331.03 Friday, with trading volume near 1.6 million, after the U.S. signed a civil nuclear deal with Slovakia and investors focused on government-backed reactor plans. Cameco rose 3.2%, BWX Technologies 2.2%, and NuScale Power 7.0%. Centrus recently secured a $900 million Department of Energy contract to expand uranium enrichment in Ohio. U.S. markets reopen Tuesday.
17 January 2026
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Constellation Energy stock tumbles nearly 10% as PJM power-price curbs enter the frame

Constellation Energy stock tumbles nearly 10% as PJM power-price curbs enter the frame

Constellation Energy shares fell 9.8% to $307.71 Friday after the White House ordered PJM to hold an emergency power auction and cap capacity market prices. PJM detailed new rules for large data centers, including requiring them to provide their own generation or face curtailment. Vistra and NRG Energy also dropped. U.S. markets will be closed Monday for MLK Day.
17 January 2026
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Stock Market Today

  • Nasdaq Futures Drop 2% Amid Fed Rate Hike Concerns and AI Stock Worries
    June 23, 2026, 5:17 AM EDT. Nasdaq futures fell 2%, leading Wall Street declines due to fears of imminent U.S. Federal Reserve rate hikes and concerns over pricey AI-related corporate spending. Investors expect the Fed to raise borrowing costs by 50 basis points by December, up from an earlier 25 basis point outlook. Major tech stocks including Alphabet, Meta, Microsoft, and Amazon dropped sharply, while Elon Musk's SpaceX bonds lost 16%. The 2-year U.S. Treasury yield eased after recent highs. Global markets and commodities also faced pressure following Wall Street's selloff. Upcoming economic data, notably the Fed-preferred Personal Consumption Expenditures inflation report, is expected at 4.1%, signaling persistent inflation above the Fed's 2% target.

Latest articles

OpenAI pushes $100 billion ChatGPT ad push into key spot in IPO pitch

OpenAI pushes $100 billion ChatGPT ad push into key spot in IPO pitch

23 June 2026
OpenAI told investors it expects $2.5 billion in ad revenue this year and $100 billion by 2030 as it expands ChatGPT ads to Brazil, Mexico, and India, aiming to strengthen its case for a potential $1 trillion IPO, but high costs and slower-than-expected ad market growth could pressure its valuation or timing.
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