Chevron

CVX

Market cap $373B

Oil and gas giant Chevron is evolving how it sells and supplies one of its core products. Unsurprisingly, the rapid growth of AI data centers is forcing the centers' owners/operators to think unconventionally about how to power them.

Chevron offers a compelling buy as oil inventories are at multi-decade lows, providing a structural floor under crude prices. CVX's record production, post-Hess acquisition, and integrated refining operations position it to capture outsized margins during the restocking cycle. Q2 earnings are likely to benefit from a reversal of Q1's $2.9 billion timing headwind, potentially delivering a positive earnings surprise.

In a world of rising inflation and commodity prices, identifying the right investment separates the market beaters from the rest. ExxonMobil's advantage lies in having the industry's lowest breakeven costs.

You can't beat them. Maybe you should join them.

Western energy companies on Friday signed dozens of agreements with Iraqi ‌officials on oil and gas and pipelines as the OPEC member seeks to deepen relations with the U.S. and develop alternatives to the Strait of Hormuz for getting its energy to global markets.

The second-largest regional oil producer after Saudi Arabia is at the center of American efforts this week to rebuild the Middle East.

Chevron recently signed two oil deals in Iraq. It's also exploring the potential to build an oil export pipeline that would bypass the Strait of Hormuz.

Chevron's premium assets, strong balance sheet and steadier earnings outlook give it a slight edge over TotalEnergies for long-term investors.

In the closing of the recent trading day, Chevron (CVX) stood at $183.86, denoting a +1.24% move from the preceding trading day.

Plus, Trump's speech tonight is expected to include election-interference claims, and young drivers go crazy on the road—and film it.