These S&P 500 Utilities Stocks Trade Below Their 200-day Average
US and Iran exchange attacks on oil tankers! Iran warns of new "restricted zone" in the Strait of Hormuz, vowing faster, heavier, and more painful retaliation
Renewed hostilities between the United States and Iran have erupted around the Strait of Hormuz, with oil tankers and unmanned systems coming under successive attacks. Iran has threatened to establish new restricted zones and warned that its retaliation would be "faster, heavier, and more painful," even as it grapples with obstructed oil exports and economic distress.
U.S. military strikes three Iranian oil tankers for the first time, escalating Strait of Hormuz tensions from "targeting infrastructure" to "disrupting transport"
The nature of the military conflict between the United States and Iran underwent a significant shift this week. As U.S. military strikes targeted crude oil tankers in transit for the first time, moving beyond coastal military facilities, this marks a formal escalation from "targeting production capacity and infrastructure" to "disrupting transportation corridors." Consequently, market focus has shifted from "the extent of Iran's production cuts" to "whether the U.S. military intends to systematically sever Iran's crude oil supply chains," prompting a reassessment of global crude oil pricing logic.
US and Iran exchange attacks on oil tankers! US military claims to have "destroyed" three Iranian oil tankers, while Iran's Islamic Revolutionary Guard Corps reports attacks on multiple oil tankers and US vessels.
US and Iran exchange attacks on oil tankers.
Musk Warns of AI Power Shortfall! Global Surge in Grid Construction Sparks Investment Opportunities in Computing-Power Synergy
The rapid development of AI is driving unprecedented electricity demand, making the urgent expansion and upgrading of global power grids imperative.
Bessent: Oil prices to fall to $40 after Iran conflict ends, with bond yields declining accordingly
U.S. Treasury Secretary Bessent predicts that the global oil market will face a severe oversupply once the conflict in Iran ends, potentially driving oil prices down to $40–$50 per barrel and leading to a concurrent decline in bond yields and inflation. He noted that the correlation between current oil prices and interest rates has reached a record high.
This Ormat Technologies Analyst Is No Longer Bearish; Here Are Top 3 Upgrades For Friday
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings
Citigroup Maintains Buy on ONEOK, Raises Price Target to $108
Citigroup analyst Spiro Dounis maintains ONEOK (NYSE:OKE) with a Buy and raises the price target from $97 to $108.
At the G20 Summit, tech leaders focus on AI infrastructure bottlenecks in “power” and “talent.”
Musk explicitly pointed out that the electricity shortfall for AI chips will reach at least 15 gigawatts by 2027, with chip production capacity growing by 40%-50% annually while power supply increases by only 10%-20%. Google and Anthropic have already leased computing power from SpaceX, primarily because SpaceX has taken the lead in breaking through constraints by building its own power plants. Meanwhile, Zuckerberg stated that the shortage of "hundreds of thousands or even millions" of skilled positions required for data center construction is difficult to fill.
The Next Bottleneck in US AI Computing Power: Not Chips or Electricity, but Permits
The next bottleneck in the computing power race is not chips or electricity, but politics. A recent report by Barclays reveals that 71% of Americans oppose building data centers in their communities, while electricity rates have surged by as much as 24%. From statewide moratoriums in New York to the shifting of grid costs in Virginia, regulatory battles are intensifying across states. Permitting bottlenecks are reshaping the landscape of AI infrastructure, potentially exacerbating the scarcity of computing power.
Express News | Trump: Ready to strike Iran again; we have full control of the strait
U.S. President Trump met with executives from the U.S. tourism industry at the White House on Wednesday local time, during which he again addressed the issue of Iran. Trump stated, "The Iranian regime is collapsing. A new round of strikes against Iran will not take long to prepare for, and we are ready to launch another strike against Iran in the future. We have full control over the Strait of Hormuz, through which millions of barrels of oil are exported daily. I hope domestic retail gasoline prices will decline."
Truist Securities Maintains Hold on ONEOK, Raises Price Target to $104
Truist Securities analyst Gabe Daoud maintains ONEOK (NYSE:OKE) with a Hold and raises the price target from $93 to $104.
This OGE Energy Analyst Turns Bullish; Here Are Top 4 Upgrades For Wednesday
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings
Bessent: The Strait of Hormuz could be "bypassed" within two years, becoming a "worthless waterway"
U.S. Treasury Secretary Bessent predicted that "in two years, the Strait of Hormuz will become a worthless body of water, with crude oil transportation shifted to overland pipelines." However, analysts pointed out that this forecast underestimates the time and cost required for such a rerouting. Currently, Brent crude oil prices have risen from $72 per barrel before the conflict to $94, while the average price of gasoline in the United States has also surged significantly.
Trump warned that Iran would face more severe strikes if it retaliates; Iran vowed a large-scale counterattack. Following an attack on Iran's key energy hub port, oil prices rose sharply.
Trump stated that the U.S. military is striking Iranian targets near the Strait of Hormuz in retaliation for Iran's alleged attempts to lay mines in the strait and attack U.S. bases in Jordan. He warned that any Iranian counterattack would face "more intense and higher-intensity" strikes, adding that the U.S. is planning a "final blow" that would leave Iran with "little remaining." According to Iranian media, Iran has launched missiles and drones at enemy positions, and the key energy hub of Assaluyeh Port was attacked by U.S. forces. U.S. crude oil prices rose above $90 per barrel for the first time since late July. Markets now estimate a 68% probability of a Federal Reserve rate hike in September.
Wall Street's Most Accurate Analysts Spotlight On 3 Utilities Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a
Elon Musk Noted Natural Gas Will Still Fuel Data Centers, Gene Munster Says 'Makes Sense' to Put 'New Money to Work in Power'
Deepwater Management's Gene Munster said Monday that the power sector is shaping up to be the next major investment opportunity in AI infrastructure, comparing the current moment to Nvidia Corp.'s (
Express News | U.S. Officials: Trump May Approve Resumption of Strikes Against Iran
According to Axios, three U.S. officials revealed that Trump and his senior aides have been considering launching limited strikes in the Strait of Hormuz to prevent Iran from rebuilding its radar and missile capabilities for attacking vessels. The plan may be approved following exchanges of fire between the two sides over the weekend. Reportedly, the plan was formulated by U.S. Central Command over the past week and has received support from Defense Secretary Hegseth, but it had not yet secured Trump’s approval prior to this weekend’s clashes with Iran. However, he may approve the plan after the latest escalation. One U.S. official stated that the rationale behind the plan is to reduce the risk of Iranian attacks on oil tankers, U.S. Navy warships, and Air Force aircraft. U.S. officials indicated that Central Command is concerned about Iran’s attempts to rebuild its radar, air defense, and anti-ship missile capabilities in the strait to target vessels more precisely.
Tensions in the Strait of Hormuz escalate further: Super tanker suspected of hitting a mine, Trump threatens "severe strike"
Tensions between the U.S. and Iran have escalated again in the Strait of Hormuz, with a supertanker reportedly catching fire after a suspected mine attack, amid mutual strikes by U.S. forces and Iran. Trump stated that the U.S. would retaliate against Iranian attacks on its base in Jordan, continuing to hint at potential "retribution" against Kharg Island. Brent crude briefly surpassed $91 per barrel, while diesel crack spreads approached $100, as market concerns over energy supply disruptions surged sharply. Key focus moving forward will be on the escalation of the conflict and actual crude oil flows through the Strait of Hormuz.
Oneok Bets $4.425 Billion on Brazos Assets To Expand Permian Operations
Oneok, Inc. (NYSE:OKE) shares are trading higher during Monday's premarket session. On Monday, the company disclosed a plan to acquire Brazos Midstream's Permian Midland Basin assets for $4.425