Energy
Latest VonTrend reports on Energy — the trends, stocks, and setups that move before Wall Street catches on.
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U.S. Battery Capacity Reaches Nearly 52 GW
Another 54 GW is planned through 2028. The buildout could lift solar values, or compress battery profits.
Aug 8, 2026 -
Record Close Followed Oil Relief and AI Gains
Tuesday's rally had two supports: lower energy risk and fresh proof of corporate profit strength. Its staying power now depends on whether leadership spreads beyond a few AI and industrial names.
Aug 4, 2026 -
BWXT's PCG Deal Adds 500,000 Square Feet of Nuclear Capacity
The acquisition adds more than 400 employees, while BWXT's current 2026 guidance still excludes the business.
Aug 3, 2026 -
Trump Pauses Iran Attacks, Oil Tests Shipping
Oil is sharply lower in premarket trading after Trump's pause. The relief lasts only if tanker traffic through Hormuz recovers.
Aug 3, 2026 -
Baker Hughes Must Turn $37 Billion Into Revenue
The order book has shifted Baker Hughes toward power and gas projects. The next results must show that demand reaching sales and cash flow.
Jul 27, 2026 -
U.S. and Iran Pause Hostilities, Sending Oil Lower Before Fed Week
Premarket oil losses ease the immediate supply threat. Shipping traffic will determine whether that relief reaches inflation.
Jul 27, 2026 -
Trump Reopens Iran Talks, Leaving Oil Risk Unsettled
Friday's drop in crude reflected hope for diplomacy. Shipping through Hormuz and a real Ukraine proposal will decide whether that relief lasts.
Jul 25, 2026 -
The Top Solar Stocks to Buy Right Now
Six U.S.-listed names span panels, trackers, power electronics, and project delivery.
Jul 22, 2026 -
Halliburton’s Profit Beat Could Not Ease U.S. Demand Fears
International strength protected earnings, but investors are still waiting for North American activity to improve.
Jul 21, 2026 -
New York’s Data Center Freeze Raises AI’s Power Bill
The new bottleneck is no longer just chips. It is the right to connect to power.
Jul 20, 2026 -
Saudi Oil Has Lost Its Escape Route
A Red Sea threat now puts pressure on the Gulf’s main detour around Hormuz.
Jul 20, 2026 -
The $1.7 Billion Check Bloom Energy Didn't Have to Write
Outside investors agreed to fund Bloom's biggest AI power deployment. The market sold the news first and is reconsidering now.
Jul 17, 2026 -
Six Nights of Strikes Finally Moved Oil
Crude spent weeks shrugging at the Iran war. Attacks on tankers and a collapse in Hormuz transit finally ended the shrug.
Jul 17, 2026 -
How Constellation Energy Turned 21 Reactors Into an AI Power Play
The company runs America's largest nuclear fleet and just became the country's biggest power producer. Its newest customers are AI data centers.
Jul 10, 2026 -
7 Best Battery Stocks to Buy Right Now
Grid storage orders are setting records, with Fluence sitting on a $5.6 billion backlog and Tesla booking 43 GWh of Megapack deals in six weeks. These seven names cover the whole battery chain, from raw lithium to next-generation cells.
Jul 8, 2026 -
Cheniere Rose While Chips Sank on the Hormuz Attack
A Qatari gas tanker was struck near the Strait of Hormuz, and the US exporters that ship liquefied natural gas nowhere near it were among the day's only winners.
Jul 7, 2026 -
Wolfe Upgrades Chevron as Oil Keeps Sliding
The rating change lands with crude near four-month lows and Chevron trading well below where the stock started the year.
Jul 6, 2026 -
Jet Fuel Is $2 Cheaper for the Busiest July 4 Ever
A record 72 million Americans are traveling this week while airlines' biggest variable cost collapses from its spring peak. Delta reports first, on July 10.
Jul 3, 2026 -
Air Products Killed a $2.9 Billion Project and the Stock Jumped
Walking away from a money-losing hydrogen megaproject cost a big writedown. Investors rewarded the discipline, a sign the market now wants returns over green ambition.
Jun 30, 2026 -
Exxon or Chevron: Whose Dividend Holds Up Better
One has raised its payout for 44 straight years. The other pays a yield nearly half again as large. For income investors, the choice between these two oil majors comes down to what you value more.
Jun 29, 2026 -
Best Natural Gas Stocks to Buy Right Now
U.S. export terminals are shipping record volumes of gas, and AI data centers are adding a second wave of demand. These seven companies pump it, ship it, and move it.
Jun 27, 2026 -
Best Energy Stocks: Top Picks Right Now
U.S. natural gas demand is forecast to rise 3% in 2027.
Jun 16, 2026 -
Best Lithium Stocks to Buy Right Now
Restarting mines have pushed lithium's expected supply deficit out to 2027, and the stocks have sold off with it. These five companies offer different ways to own the wait.
Jun 13, 2026 -
Best Oil Stocks to Buy Right Now
Crude has swung between $55 and nearly $120 a barrel over the past year. These seven companies are built to make money at any point in that range.
Jun 9, 2026 -
Best Uranium Stocks to Buy Right Now
Long-term uranium contracts have climbed to roughly $90 a pound, the highest since 2008, while utilities sit on nearly a billion pounds of uncovered demand. These seven companies span the entire fuel cycle.
Jun 8, 2026 -
Solar Stocks Just Posted Their Best Month Since 2013
The Invesco Solar ETF surged about 26% in May, its strongest month in over a decade, led by triple-digit gains in beaten-down inverter makers. The group is giving some of it back today.
Jun 1, 2026 -
Best Nuclear Stocks to Buy Right Now
US data centers could consume as much as 580 terawatt-hours of electricity by 2028. These seven nuclear companies are building the power infrastructure behind that demand.
May 28, 2026 -
Oil Dropped Below $91 and Consumer Stocks Are Leading the Dow Higher
Iran signaled it would restore Strait of Hormuz commercial traffic within a month. Consumer and defensive stocks are leading the Dow to session highs while the Nasdaq is pulling back.
May 27, 2026