Chevron is Building a Massive Power Plant to Support a Microsoft AI Data Center. Here's What it Means for the Energy Stock.

Chevron has signed a 20-year power agreement with Microsoft to build a 2.67 GW natural gas-fired power plant in Texas called Project Kilby to support Microsoft's AI data center. The $7 billion project represents a new growth platform for Chevron, leveraging its Permian Basin gas resources to generate predictable cash flows and reduce commodity price volatility, with power delivery expected to begin in 2028.

06/22/2026, 2:30 PM • The Motley Fool

While Oil Prices Have Fallen From Their Peak, Here's Why They Could Rise Again in the Future.

Oil prices have fallen from $130 to $80 per barrel following a tentative agreement to end Middle East conflict. However, major energy companies warn that depleted global reserves and weak industry fundamentals could drive prices higher before they stabilize in 2027, despite Wall Street expectations of further declines.

06/21/2026, 2:15 PM • The Motley Fool

Prediction: Oil Will Hit $60 a Barrel in 2027. Here's How to Invest Now.

The author predicts oil prices will fall to around $60 per barrel by 2027 after the Middle East conflict resolves, though the path there will be volatile. As market fundamentals take over from geopolitical newsflow, oil prices may initially dip when the Strait of Hormuz reopens, then rise again as global reserves need replenishment. The author recommends conservative exposure through diversified energy giants rather than timing volatile commodity prices.

06/19/2026, 8:15 PM • The Motley Fool

Oil Companies are Sounding the Alarm on Inventories. Here's What You Need to Know.

Despite a U.S.-Iran agreement to reopen the Strait of Hormuz and falling oil prices, major oil companies warn that energy markets won't normalize quickly. Depleted inventories must be rebuilt, which will sustain higher oil prices longer than Wall Street expects. The U.S. strategic energy reserve is at its lowest level since 1983, and global reserves also need replenishment before supply-demand balance is restored.

06/18/2026, 2:15 PM • The Motley Fool

Stock Market Today: Nasdaq 100 Rallies, Oil Sinks 5% As U.S.-Iran Deal Reopens Hormuz

U.S. stocks rallied sharply on Monday following a U.S.-Iran peace agreement that reopens the Strait of Hormuz. Crude oil tumbled 5%, easing inflation fears and powering gains in technology stocks. The Nasdaq 100 surged 2.9%, S&P 500 climbed 1.8%, and the Dow advanced 1.3%. Energy stocks declined while chip makers and gold miners soared.

06/15/2026, 12:34 PM • Benzinga

The Best Oil and Gas ETF to Invest $1,000 in Right Now

The State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) is recommended as the best oil and gas investment opportunity, driven by Middle East geopolitical tensions supporting higher oil prices. The equally-weighted portfolio of 50 stocks trades at a historically cheap 8.6x forward P/E ratio, with potential for significant earnings growth as companies renegotiate hedges at higher price levels.

06/15/2026, 10:05 AM • The Motley Fool

S&P 500 Rally Shows Oil War Premium Is Finally Leaking Out

The S&P 500 rallied as oil prices fell on Iran peace deal optimism, reducing inflation concerns and easing Fed rate-hike expectations. SpaceX's historic $75 billion IPO debut surged 19%, attracting massive retail demand. However, mega-cap tech lagged while semiconductors and small caps led. The market is rotating within AI from software to compute infrastructure, with the rally fragile and dependent on headline developments.

06/12/2026, 4:48 PM • Investing

ExxonMobil and Chevron Reported a Combined $7.6 Billion Profit in Guyana Last Year. What Energy Investors Need to Know.

ExxonMobil and Chevron generated $7.6 billion in combined profits from the Stabroek oilfield in Guyana last year. The low-cost, high-margin discovery with breakeven costs as low as $25 per barrel is positioned to nearly double production to 1.7 million barrels per day by 2030, providing both companies with significant growth opportunities and supporting their dividend growth strategies amid Middle East geopolitical tensions.

06/10/2026, 4:07 PM • The Motley Fool

S&P 500 Selloff Shows Inflation Risk Is Still Capping Equity Multiples

The S&P 500 declined 0.88% as May's Consumer Price Index showed headline inflation accelerating to 4.2%, the fastest pace in three years, driven primarily by energy costs. While core inflation remained moderate at 2.9%, the market rotated away from large-cap technology stocks toward defensive sectors and small-caps. Oil prices fell despite U.S.-Iran military exchanges, suggesting contained geopolitical risk. The Federal Reserve faces pressure to potentially raise rates, with markets pricing in a 25-basis-point hike by December.

06/10/2026, 1:38 PM • Investing

Brent Oil Just Fell Below $90 a Barrel. 3 Top Oil Stocks to Buy Now.

With Brent crude oil falling from a March peak of $119.50 to around $87 per barrel due to easing Middle East tensions, the article recommends three oil stocks: Energy Transfer and Enbridge (midstream pipeline companies with steady toll-based revenues and high dividend yields) and Chevron (a diversified integrated energy giant with global operations and 39 years of consecutive dividend increases).

06/10/2026, 1:30 PM • The Motley Fool

Oil is Quietly Escaping the Strait of Hormuz. What it Means for Oil Stocks.

Despite Iran impeding tanker traffic through the Strait of Hormuz for over 100 days, additional oil is escaping via 'ghost' fleets and toll payments, keeping prices from spiking dramatically. However, global oil inventories are draining rapidly toward operational minimums, which could trigger significant price increases. Oil majors like ExxonMobil and Chevron are positioned to benefit from higher oil prices and improved cash flow generation.

06/09/2026, 2:03 PM • The Motley Fool

Oil Markets Are Still on Edge After Months of Conflict. Here's What the Recent Escalation Between Iran and Israel Could Mean for Investors in 2026.

Oil markets remain volatile following escalated missile exchanges between Iran and Israel. The Strait of Hormuz, through which one-fifth of global oil supply passes, faces disruption with prediction markets assigning a 66% likelihood it won't return to normal until January. WTI crude oil trades around $91.38 per barrel. While Trump seeks to de-escalate tensions and reach a nuclear agreement, elevated oil prices could persist, potentially driving inflation and prompting Federal Reserve interest rate hikes that could negatively impact markets.

06/08/2026, 5:02 PM • The Motley Fool

Q1 Results Are In: Chevron Boosted U.S. Production 24% and Returned $6 Billion to Shareholders. Is CVX Stock a Buy Now?

Chevron reported Q1 2026 earnings that fell 35% year-over-year due to hedging timing headwinds, but underlying fundamentals were strong. The company increased U.S. production 24% following the Hess acquisition and returned $6 billion to shareholders through dividends and buybacks. While the company benefits from elevated oil prices driven by Middle East geopolitical tensions, investors should be cautious about buying based solely on current high oil prices, as sentiment-driven volatility could reverse if the conflict ends.

06/07/2026, 11:15 AM • The Motley Fool

Are These 3 Energy Stocks About to Soar as Driving Season Kicks Off in the United States?

As driving season begins amid Middle East geopolitical tensions and high oil prices, three renewable and nuclear energy stocks could benefit from increased electricity demand. High gasoline prices may accelerate EV adoption, driving long-term electricity demand growth projected at 60% between 2025-2045, benefiting NextEra Energy, Constellation Energy, and Brookfield Renewable.

06/06/2026, 5:15 PM • The Motley Fool

Chevron’s Oil Leverage Makes CVX a Direct Bet on Hormuz Risk

Chevron (CVX) is a highly leveraged bet on crude oil prices and geopolitical risk in the Strait of Hormuz. The stock has declined from $214.71 to $188 as oil prices fell 20% on ceasefire hopes between the U.S. and Iran. While CVX offers a fortress dividend with 39 years of consecutive growth and a reasonable 14x forward P/E multiple, its earnings are heavily dependent on oil prices remaining elevated. The stock faces a binary outcome: if the ceasefire holds, crude falls and CVX declines further; if talks collapse, crude spikes and CVX rallies significantly. Notable headwinds include Berkshire Hathaway's 35% stake reduction and insider selling.

06/05/2026, 2:03 PM • Investing