Topic: energy

Analysts Jefferies upgraded Generac (GNRC) to Buy and raised target price to $302 (upside +22%)

05/22/2026, 12:34 PM investing rating_growth Analysts: analysts, Jefferies energy

Jefferies has upgraded Generac to a buy rating, citing strong demand for backup generators driven by the data center boom, which could lead to significant stock price appreciation.

Oil Prices Resume Rally Amid Concerns Over Iran’s Enriched Uranium Policy

05/22/2026, 12:39 AM forecast energy

Oil prices have rebounded after a brief decline, driven by uncertainty surrounding Iran's nuclear negotiations and the potential for prolonged disruptions in oil supply. This situation is critical for investors as it highlights the volatility in the oil market and the geopolitical factors influencing prices.

Perpetua Resources Secures $2.9 Billion Loan from U.S. Export-Import Bank for Idaho Gold and Antimony Project

05/21/2026, 08:34 PM investing fundraising materials energy

Perpetua Resources has obtained a significant $2.9 billion loan from the U.S. Export-Import Bank to advance its Stibnite Gold project in Idaho, marking a strategic move by the U.S. to enhance domestic production of critical minerals and reduce reliance on China.

NextEra Energy (NEE) announces $67 billion merger with Dominion Energy (D) to create largest utility in the U.S.

05/21/2026, 06:33 PM investing announcement energy

NextEra Energy's announcement of a merger with Dominion Energy has sent ripples through the energy sector, with the all-stock deal valued at approximately $67 billion.

Bloom Energy (BE) Partners with Nebius in $2.6 Billion AI Infrastructure Deal

05/21/2026, 01:34 PM economy announcement ai energy

Bloom Energy's partnership with Nebius, an AI cloud provider, is significant as it addresses power constraints in AI infrastructure, potentially leading to substantial revenue for Bloom.

Oil Prices Surge Over 3% Following Iran’s Supreme Leader’s Decision to Retain Enriched Uranium

05/21/2026, 01:34 PM stock_growth energy

Oil prices surged due to Iran's decision to keep enriched uranium within its borders, complicating U.S. diplomatic efforts and raising concerns about global oil supply disruptions.

IEA Chief Warns Oil Markets May Enter 'Red Zone' by July Due to Depleting Stocks and Rising Demand

05/21/2026, 12:34 PM forecast energy

The International Energy Agency warns that oil markets may face significant challenges this summer due to dwindling global stocks and rising demand, particularly if the Strait of Hormuz remains closed amid ongoing geopolitical tensions.

Billionaire Family Offices Increase Investments in Semiconductor and Energy Stocks Amid Iran War

05/21/2026, 12:34 PM business review semiconductors energy

In the first quarter of 2026, ultra-wealthy private investment firms significantly increased their investments in semiconductor and energy stocks, despite the ongoing Iran war impacting market conditions. This trend highlights a strategic focus on sectors poised for growth amid geopolitical tensions.

Analysts JPMorgan upgraded Ameren (AEE) to overweight and raised target price to $126, citing growth potential from data center agreements

05/21/2026, 11:33 AM investing rating_growth Analysts: analysts, JPMorgan energy

JPMorgan has upgraded Ameren to overweight, citing its potential growth as an energy supplier for the expanding data center market, with a new price target suggesting a 16% upside.

UAE’s ADNOC Reports Nearly 50% Completion of New Pipeline to Bypass Strait of Hormuz Amid Ongoing Energy Supply Disruptions

05/21/2026, 06:33 AM announcement energy

The UAE's nearly 50% completion of a new pipeline to bypass the Strait of Hormuz is a significant development in response to ongoing geopolitical tensions, particularly the Iran blockade, which has severely disrupted global oil supplies.