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Infrastructure giants such as GE Vernova and Bloom Energy are the new gatekeepers of the AI grid.
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BlackRock weighs multibillion-dollar investment in SpaceX IPO, the Information reports ReutersElon Musk Says He Isn't Selling His SpaceX Shares as IPO Looms Yahoo FinanceSpaceX shareholders approve 5-for-1 stock split, Bloomberg News reports ReutersSpaceX heads into IPO with 'deepest moat that exists' as investors vow to 'never bet against Elon' Fortune
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Oil markets may face moment of truth in June. Brace for a 'non-linear' price spike and panic buying FortuneThe Countries Profiting From the War Oil Shock, as Others Lose Out The New York TimesMapping the Iran war's trade disruption The EconomistGlobal oil stockpiles could hit record lows if Strait of Hormuz remains closed CNBC
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The small-cap Russell 2000 led U.S. stocks lower on Friday — yet it has outperformed all major indexes except the Nasdaq in 2026.
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The commodity complex is in a structural bull market, and capital should be flowing away from the companies desperate for commodities and towards those who have them, argues Jeff Currie.
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The maker of high-priced sports cars has been steadily improving its financial performance in recent years, meaning the stock can still run higher, even after nearly doubling in the past couple of years.
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