Today: 9 April 2026
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Energy Sector 2 March 2026 - 5 March 2026

Bloom Energy Corporation lands Bloomberg 500 Index spot as BE stock slips — what investors watch next

Bloom Energy Corporation lands Bloomberg 500 Index spot as BE stock slips — what investors watch next

Bloom Energy will join the Bloomberg 500 Index before the market opens on March 12, Bloomberg Indices said Thursday. Shares fell 3.8% to $158.47 in afternoon trading, valuing the company at about $19.8 billion. Bloom reported 2025 revenue of $2.02 billion and expects up to $3.3 billion in 2026. The company cited data-center demand as a key growth driver.
5 March 2026
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Delixy Holdings (DLXY) stock jumps 158% after hours as Hormuz disruption rattles oil trade

Delixy Holdings (DLXY) stock jumps 158% after hours as Hormuz disruption rattles oil trade

Delixy Holdings shares soared 158% in after-hours Nasdaq trading Tuesday, rebounding from a 17% drop during the day as crude prices spiked on Middle East supply disruptions. Oil rose after fighting near Iran closed the Strait of Hormuz, halting tanker traffic and pushing up shipping and insurance costs. Delixy, a Singapore-based oil trader, ended the day with a market value of $13.4 million.
4 March 2026
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Whitehaven Coal share price rises despite ASX slide as buyback keeps ticking over

Whitehaven Coal share price rises despite ASX slide as buyback keeps ticking over

Whitehaven Coal closed up 1.8% at A$8.34 on Wednesday, outperforming a 1.9% drop in the ASX 200. The company disclosed a buy-back of 65,440 shares on Tuesday, paying between A$8.05 and A$8.25 each. Whitehaven has repurchased 698,009 shares so far under its A$32 million buy-back program. Traders are watching for China policy headlines on March 5 and further buy-back updates.
4 March 2026
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Woodside Energy share price rises as oil jumps on Hormuz fears — what to watch next

Woodside Energy share price rises as oil jumps on Hormuz fears — what to watch next

Woodside Energy shares rose 0.9% to A$30.75 in Sydney on Wednesday, ahead of going ex-dividend for a 59 U.S. cent payout on March 5. About 10.9 million shares changed hands as Brent crude hovered near 2025 highs on Middle East supply risks. The S&P/ASX 200 Energy index fell 0.4%, with Santos and Beach Energy both down. Woodside expects to name a new CEO in early 2026 after Meg O’Neill’s departure.
4 March 2026
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Exxon Mobil (XOM) stock price slips after hours as oil jumps on Iran conflict; Venezuela plan in focus

Exxon Mobil (XOM) stock price slips after hours as oil jumps on Iran conflict; Venezuela plan in focus

Exxon Mobil shares fell 1.6% to $151.83 in after-hours trading Tuesday, following a volatile session as oil prices surged nearly 5% to their highest in over a year amid Middle East conflict. Investors weighed Exxon’s exposure in the region and comments on a possible return to Venezuela. Chevron slipped 0.4%. Brent settled at $81.40 a barrel, U.S. crude at $74.56.
3 March 2026
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Macquarie Group share price slides again as oil shock grips markets — what MQG investors watch next

Macquarie Group share price slides again as oil shock grips markets — what MQG investors watch next

Macquarie Group shares fell 1.6% to A$196.71 in Sydney, extending losses after a 6.4% drop, as oil prices rose on Middle East supply fears. The S&P/ASX 200 closed down 1.34%, while volatility hit a three-month high. Brent crude climbed 2.2% to $79.44 a barrel amid concerns over the U.S.-Israeli conflict with Iran. Macquarie made no announcements Tuesday, leaving shares exposed to global market swings.
3 March 2026
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ConocoPhillips stock jumps 4% as oil spikes on Iran conflict — what COP investors watch next

ConocoPhillips stock jumps 4% as oil spikes on Iran conflict — what COP investors watch next

ConocoPhillips shares jumped 4.2% to $118.24 after hours Monday, leading U.S. oil majors as Brent crude surged 6.7% to $77.74 a barrel on Middle East supply fears. Exxon Mobil and Chevron also advanced. Strikes on Iran and regional retaliation disrupted shipping and refinery operations, with insurers pulling war-risk cover. U.S. officials plan to outline measures to address the oil shock on Tuesday.
3 March 2026
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SLB stock price near $51 after-hours as oil jumps on Strait of Hormuz fears — what’s next

SLB stock price near $51 after-hours as oil jumps on Strait of Hormuz fears — what’s next

SLB shares closed nearly flat at $51.34 in late Monday trading despite a sharp jump in crude prices after Middle East strikes disrupted oil shipping. Oil majors Exxon and Chevron rose, while oilfield services stocks lagged. Analysts are watching tanker flows and SLB’s late-April results for signs of spending shifts. OPEC+ will raise output by 206,000 barrels a day in April.
2 March 2026
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ConocoPhillips stock jumps as oil surges on Hormuz fears — what investors watch next

ConocoPhillips stock jumps as oil surges on Hormuz fears — what investors watch next

ConocoPhillips shares rose 2.6% to $116.38 as crude prices surged after Israeli and U.S. strikes on Iran disrupted Middle East output and shipping. Brent crude climbed 6.75% to $77.79 a barrel, WTI gained 5.77% to $70.89. Analysts flagged tanker flows through the Strait of Hormuz as a key risk for prices. U.S. weekly crude inventory data is due March 4.
2 March 2026
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ASX 200 today: Record close holds as oil shock lifts energy, banks stay on watch

ASX 200 today: Record close holds as oil shock lifts energy, banks stay on watch

The S&P/ASX 200 closed at a record 9,200.9 on Monday, led by sharp gains in energy stocks after oil prices surged on Middle East tensions. Financials dropped 1.8%, their worst session since November, while gold miners hit record highs. Magellan Financial announced a full buyout of Barrenjoey Capital Partners for A$1.62 billion. RBA Governor Michele Bullock is set to speak Tuesday ahead of key economic data releases.
2 March 2026
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Exxon stock price swings higher as oil surges on Iran conflict; what XOM investors watch next

Exxon stock price swings higher as oil surges on Iran conflict; what XOM investors watch next

Exxon Mobil shares rose 1.1% to $154.22 after crude prices spiked on Middle East supply fears, hitting $159.37 before retreating. Brent crude jumped as much as 13% after Israeli and U.S. strikes on Iran disrupted shipping near the Strait of Hormuz. Exxon declared a $1.03 per share dividend and confirmed plans to buy back $20 billion in stock by 2026. Broader U.S. markets fell, with the S&P 500 down 0.79%.
2 March 2026
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Chevron stock nears $200 as oil spikes — and three new takes disagree on CVX value

Chevron stock nears $200 as oil spikes — and three new takes disagree on CVX value

Chevron shares rose in U.S. premarket trading Monday as crude prices surged on fears of conflict involving Iran. Brent crude touched its highest level since January 2025 before easing. Analysts’ valuations for Chevron range from about $126 to $233 per share. The Strait of Hormuz disruption has led to suspended oil shipments, heightening market volatility.
2 March 2026
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Battalion Oil stock jumps 70% premarket as Iran conflict jolts crude prices

Battalion Oil stock jumps 70% premarket as Iran conflict jolts crude prices

Battalion Oil shares surged about 72% to $9.49 in premarket trading Monday after oil prices spiked on U.S.-Israeli strikes against Iran and shipping disruptions in the Strait of Hormuz. Brent crude rose as much as 13% before easing. BATL had closed at $5.52 on Friday. Traders are monitoring crude prices and a March 5 insurance deadline affecting Gulf shipping.
2 March 2026
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Occidental Petroleum stock price jumps in premarket as oil surges — what traders watch next

Occidental Petroleum stock price jumps in premarket as oil surges — what traders watch next

Occidental Petroleum shares rose 6.4% to $56.50 in premarket trading Monday as crude prices spiked after attacks disrupted shipping through the Strait of Hormuz. Brent crude climbed 8% to $78.87 a barrel. Berkshire Hathaway reported a $4.5 billion writedown on its 26.9% Occidental stake but said it would not sell. Investors are watching a March 4 early tender deadline in Occidental’s $700 million cash tender offer for select notes.
2 March 2026
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Chevron stock jumps in premarket as oil spikes on Hormuz disruption, Middle East strikes

Chevron stock jumps in premarket as oil spikes on Hormuz disruption, Middle East strikes

Chevron shares rose about 4% in U.S. premarket trading Monday after drone strikes shut Saudi Aramco’s Ras Tanura refinery and halted Chevron’s Leviathan gas field in Israel. Brent crude spiked as much as 13% before easing. Attacks disrupted shipping near the Strait of Hormuz, raising supply fears. OPEC+ plans a modest output increase from April.
2 March 2026
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Stock Market Today

  • Cisco Systems Fairly Priced After Multi-Year Gains, DCF Shows Slight Discount
    April 8, 2026, 9:22 PM EDT. Cisco Systems (CSCO) has delivered strong share price gains with an 88% increase over five years and 47.3% over the last year. Despite this, a Discounted Cash Flow (DCF) analysis estimates an intrinsic value of about $87.04 per share, slightly above the current price near $83.70, indicating the stock trades at a modest 3.8% discount. Cisco's role as a core networking and infrastructure provider, alongside its presence in security and software subscriptions, supports investor interest. The company rates moderately on valuation checks and its price-to-earnings (P/E) ratio will provide additional insights on market expectations. Overall, Cisco appears fairly valued but investors should monitor developments as valuations can shift quickly.

Latest article

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.
Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

8 April 2026
Zevenbergen Capital increased its Alphabet Class A share holdings by 27.4% in Q4, while Lombard Odier and Empirical Wealth Management reduced their Class C positions, according to April 7 filings. Alphabet will report first-quarter results on April 29. GOOG and GOOGL traded near $304 before Wednesday’s U.S. open. The filings reflect holdings as of December 31 and may not show current positions.
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