The ‘Munificent 7': Why energy stocks are the best way to play the AI build-out, says former Goldman strategist

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.

Market Watch • 20 hours ago

How High Oil Prices are Supporting BP's Energy Operations

WTI above $100 and 14 new discoveries, including giant Bumerangue, strengthen BP???s upstream outlook as EIA forecasts higher crude prices this year.

Zacks Investment Research • 15 hours ago

ConocoPhillips (COP) Reports Q1 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for ConocoPhillips (COP) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • May 14, 2026

ConocoPhillips: More Upside Given Long-Term Cash Flow Tailwinds

ConocoPhillips remains a "Buy," with ~15% upside to a $135 fair value, driven by sustained high oil prices post-Strait of Hormuz closure. COP's oil-weighted production and disciplined capex position it to benefit from the ongoing supply shock, despite headwinds from weak natural gas prices. Q2 and 2026 free cash flow are set to surge, with at least $12.5 billion expected this year and major projects like Willow and Port Arthur LNG driving medium-term growth.

Seeking Alpha • May 14, 2026

COP or WHD: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Oil and Gas - Integrated - United States sector might want to consider either ConocoPhillips (COP) or Cactus, Inc. (WHD). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • May 14, 2026

Trump Walks Into Beijing with a New Ace Card: Iran's Main Oil Terminal Has Gone Dark

Bloomberg's Stuart Livingstone-Wallace delivered a line worth pausing on this week.

24/7 Wall Street • May 13, 2026

TotalEnergies, QatarEnergy and ConocoPhillips sign deal to review offshore block in Syria

French oil major TotalEnergies , ‌QatarEnergy and ConocoPhillips have signed a deal with the Syrian Petroleum Company (SPC) ​for the exploration of ​the offshore Block 3 area near ⁠the Syrian city of Latakia, ​TotalEnergies said on Tuesday.

Reuters • May 12, 2026

Up 130% YTD, This ETF Can Double Again as Iran War Has No End in Sight

An ETF has done something unusual for a leveraged commodity fund.

24/7 Wall Street • May 12, 2026

Prepare For What Could Be The Biggest Oil Bull Market Of Your Life

Chevron, Exxon Mobil and ConocoPhillips are poised to benefit from unprecedented Middle East oil and gas disruptions. I expect Brent to reach $150–$200/bbl due to the Strait of Hormuz closure, depleted reserves, and double-demand catalysts.

Seeking Alpha • May 11, 2026

$5,000 Monthly Passive Income For Financial Freedom

In this article, we will discuss why financial independence is important, not just for retirees but for anyone aspiring for a stress-free and secure financial life. We present a buy-and-hold, easy-to-maintain portfolio formed with only nine funds. The portfolio is income-focused and is diversified in termsof strategies and asset classes, and likely to provide market-matchinggrowth. We will also demonstrate that if you invest a reasonable sum today inincome-growing funds, it takes roughly 10-12 years to potentially generate$5,000 of monthly income.

Seeking Alpha • May 9, 2026