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Energy Sector News 18 October 2025 - 29 October 2025

Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy Stock Skyrockets on AI Mega-Deal & Blowout Earnings – Near 400% 2025 Rally

Stock Skyrockets on AI Deal and Earnings Bloom Energy’s stock has been on a tear in 2025, and the past few weeks brought that rally to a climax. On October 13, Bloom announced a landmark partnership with Brookfield Asset Management – a deal that will see up to $5 billion invested to deploy Bloom’s fuel cells as on-site power at Brookfield’s forthcoming fleet of AI data centersts2.tech. The news tapped directly into market excitement around artificial intelligence and clean energy, sending Bloom’s shares soaring ~24–30% intraday to an all-time high around $108reuters.com. Year-to-date, Bloom was already one of the market’s hottest
YPF Stock Soars on LNG Mega-Deal and Milei’s Reforms – Will Argentina’s Oil Giant Keep Climbing?

YPF Stock Soars on LNG Mega-Deal and Milei’s Reforms – Will Argentina’s Oil Giant Keep Climbing?

Recent News & Developments Milei’s Market-Friendly Agenda: Since taking office in December 2023, President Javier Milei has pursued aggressive free-market reforms that directly impact YPF and the energy sector. Early on, Milei floated plans to privatize YPF, igniting a buying frenzy in YPF’s stock Reuters. “YPF was one of several state-controlled companies he plans to sell,” Milei declared after his election, aiming to “create value” in the company before a sale Reuters. Global investors reacted swiftly – YPF’s U.S.-listed shares skyrocketed over 40% in a single session on Milei’s privatization comments Reuters. However, by January 2024 the administration backed off
Expand Energy (EXE) Stock Soars on LNG & AI Demand — Analysts See 20% Upside

Expand Energy (EXE) Stock Soars on LNG & AI Demand — Analysts See 20% Upside

Key Facts: – Price (Oct 25, 2025): ~$103.8 per share (Nasdaq)reuters.com. – Year-to-date: Up ~4.2% from ~$99.55 on Jan 1marketbeat.com. – Market Cap: ~$25.5 billion; P/E: ~274; Dividend: $2.30 annually (≈2.2% yield)americanbankingnews.comamericanbankingnews.com. – Analyst Consensus: “Strong Buy” (18 analysts); 12-month average price target ~$127.62 (≈22% above recent levels)americanbankingnews.comstockanalysis.com. – Business: Largest independent U.S. natural gas producer (formerly Chesapeake Energy, merged with Southwestern), focused on Appalachian and Haynesville gas fieldsen.wikipedia.org. – Recent Events: Announced Q3 earnings release (Oct 28) and conference call (Oct 29)quiverquant.com; celebrated first Nasdaq anniversary in early October. Shares of Expand Energy (NASDAQ: EXE) have been trading around
Vistra (VST) Stock Skyrockets Past $200 on Power-Demand Boom – Can the Rally Last?

Vistra (VST) Stock Skyrockets Past $200 on Power-Demand Boom – Can the Rally Last?

Stock Performance and Market Context Vistra shares have jumped sharply this week. After trading around $185–$189 last Wednesday (Oct 22), VST jumped to $191.37 on Oct 23 and then to $201.47 by Friday’s closereuters.comfinance.yahoo.com. That +5.3% one-day gain on Oct 24 came amid a broad market rally: tech stocks led the advance as U.S. inflation cooled, boosting Fed rate-cut expectations. Friday’s CPI report showed September CPI up just 0.3% (3.0% YoY)ts2.tech, and TS2.tech notes markets now see ~90% odds of a Fed rate cut at next week’s meetingts2.tech. The Nasdaq and S&P 500 both closed at record highs on Oct 24,
NV Energy Stock Holds Steady Amid Nevada Utility Turmoil

NV Energy Stock Holds Steady Amid Nevada Utility Turmoil

Stock Performance & Trading NV Energy’s stock is essentially flat this week, closing at $23.74 per share on Oct. 24, 2025investing.cominvesting.com. The share price is right at its recent range (previous close $23.74, open $23.71, day’s high $23.75investing.com) and no new 52-week high or low is indicatedinvesting.com. In fact, the investing.com data shows zero price change (0.00%) on the latest quoteinvesting.com. Trading volume is negligible (no fresh trades were reported on Oct. 24), and the 3-month average volume is only about 1.76 million shares per dayinvesting.com. MarketBeat explicitly warns that NVE has been “marked as potentially delisted” and may not
Valero Energy Stock Skyrockets on Blowout Q3 Results – What’s Next for VLO?

Valero Energy Stock Skyrockets on Blowout Q3 Results – What’s Next for VLO?

Q3 Earnings and Stock Reaction Valero’s Oct. 23 earnings release dramatically beat expectations. Adjusted Q3 EPS was $3.66, well above analysts’ $3.05 consensusmarketbeat.comreuters.com, on revenue of $32.17 billion. CEO Lane Riggs noted 97% refinery utilization – “refineries in the Gulf Coast and North Atlantic regions set new all-time highs for throughput”investorvalero.com – reflecting strong operations. The market applauded: Valero’s stock jumped about 3% on the news, trading near $166 in pre-market tradingreuters.com. Notably, Valero’s refining margin (3-2-1 crack spread) averaged $13.14/barrel in Q3, up 44% from a year agoreuters.com, driven by robust diesel/gasoline spreads and tight fuel inventories. Analysts say
BP Stock Soars as Oil Rally and Strategic Shift Boost Investor Confidence

BP Stock Soars as Oil Rally and Strategic Shift Boost Investor Confidence

Key Facts (as of Oct. 23, 2025): BP Share Price Jumps on Oil Rally BP’s stock is getting a boost from a double-dose of positive momentum: a rallying oil market and company-specific strategic moves that investors are cheering. On October 23, BP’s London-listed shares traded around 431.8p, up roughly 2.5% from yesterday’s closeinvesting.com. In New York, BP’s American Depositary Shares mirrored the optimism – closing at $34.32 on Oct. 22 (a ~3.5% jump)investing.com and poised for further gains if the momentum holds. These levels put BP stock near its highest in several weeks, though still below its 52-week peak (~471p)investing.com.
Transocean (RIG) Stock Comeback: Insider Buys, New Deals Spark Rally Amid Oil Sector Rebound

Transocean (RIG) Stock Soars on Insider’s $12M Bet and New Deals Amid Oil Sector Revival

Transocean Stock Rallies on Fresh Catalysts Transocean’s stock has been on the upswing in mid-October, buoyed by a series of positive developments. Shares of the offshore drilling contractor jumped over 5% in a single day on October 16 after news of significant insider buying, new contract wins, and proactive debt refinancing hit the marketts2.tech. The most eye-catching vote of confidence came from Frederik Wilhelm Mohn – a Transocean board member and scion of a prominent Norwegian oil family – who purchased 4 million shares (≈$12.2 million worth) in the company’s late-September equity offeringts2.tech. This insider purchase, done via Mohn’s investment
Transocean (RIG) Stock Comeback: Insider Buys, New Deals Spark Rally Amid Oil Sector Rebound

Transocean (RIG) Stock Comeback: Insider Buys, New Deals Spark Rally Amid Oil Sector Rebound

Key Facts (as of Oct. 20, 2025) Transocean Rallies on Insider Buy and New Deals Transocean’s stock has staged a modest comeback in mid-October after a slew of positive developments reignited investor interest. On October 16, RIG shares jumped over 5% in a single session as the market cheered news of insider buying, fresh contracts, and proactive debt refinancings ts2.tech. The rally was spurred in part by Frederik Wilhelm Mohn – a Transocean board member and scion of a prominent Norwegian oil family – accumulating 4 million shares (about $12.2 million worth) in the recent equity offering ts2.tech. Such a purchase
Liberty Energy Stock Soars 28% on Earnings Surprise – What’s Next for LBRT?

Liberty Energy Stock Soars 28% on Earnings Surprise – What’s Next for LBRT?

Earnings Spark a Relief Rally Liberty Energy’s latest earnings report shocked the market – in a good way. The oilfield services provider had been telegraphing a tough quarter, and analysts expected essentially no profit ts2.tech. Indeed, Liberty’s Q3 2025 revenue fell to $947 million (down almost 17% YoY) amid weaker drilling activity, and adjusted earnings were slightly negative ts2.tech. Yet investors zeroed in on the quarter’s silver linings: thanks to a tax item, Liberty managed to post a small GAAP profit (~$43M), and management boosted the dividend payout by 13% simultaneously ts2.tech ts2.tech. This combination of an earnings beat (relative
Chevron (CVX) Stock Rallies on $2B Pipeline Deal – Could $200 Be Next?

Chevron (CVX) Stock Rallies on $2B Pipeline Deal – Could $200 Be Next?

CVX Stock Price & Recent Performance Chevron (NYSE: CVX) has traded mostly sideways in October 2025. After closing ~$151.71 on Oct. 16, 2025, the stock rose ~0.9% to $153.08 on Oct. 17 reuters.com. The share price has lingered in a narrow $150–154 range this week ts2.tech, roughly flat over 5 days. Year-to-date CVX lags the broad market, reflecting weaker oil and the drag from the Hess merger ts2.tech. Still, technical indicators show the stock holding key support in the mid-$140s ts2.tech. Trading volume is moderate (about 7–8M shares daily) and volatility is low, mirroring the calm in global energy markets.
Chevron (CVX) Stock: Oil Price Doldrums, Pipeline Deal & Analysts’ Forecasts – What’s Next?

Chevron (CVX) Stock: Oil Price Doldrums, Pipeline Deal & Analysts’ Forecasts – What’s Next?

Current Stock Performance Chevron’s stock (NYSE: CVX) has been relatively flat in recent days. After closing around $152–153 last week investing.com, CVX closed at $153.08 on Oct 17 (up ~0.9% that day) investing.com. This puts it roughly in the middle of its 5-day range ($150–154) investing.com. Year-to-date CVX has lagged some competitors, reflecting weaker oil prices and the cost of merging Hess. For context, the broad S&P 500 is near all-time highs, while energy stocks are under pressure. Still, technical indicators (e.g. moving averages) suggest Chevron is holding important support in the mid-$140s. Recent Price Moves: Oil markets have swung

Stock Market Today

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

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:44 AM EST Tech Wreck Signals Market Reset February 7, 2026, 12:44 AM EST. The recent **tech sector sell-off** marks a significant **market reset**. Investors are reevaluating growth expectations amid rising interest rates and economic uncertainty. The sharp decline in major technology stocks has dragged broader indexes lower, reflecting a shift from speculative gains to cautious positioning. Analysts suggest this could realign valuations with fundamental earnings and signal a more selective investment environment ahead. Market participants are watching closely as volatility increases and liquidity conditions tighten. ARC Resources
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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