🔥 energy 핫 테마 분석

[BKR] Baker Hughes tapped as Top Pick in energy services and equipment at Morgan Stanley

[UUUU] Energy Fuels raised to Buy at Roth on long-term potential despite disappointing Q2

S-Class [NRGV] Energy Vault signs contract for 1.25 GW of AI data center power infrastructure in Texas

[CVX] Gulf uncertainty is creating ‘win, win’ strategy with Chevron and other oil majors

With options premiums still elevated due to the military conflict in the Gulf, selling puts on an energy major posting record free cash flow offers a rare opportunity.

S-Class [KRP] Kimbell Royalty Partners raises dividend by 14.6% to $0.47

[PAGP] Plains GP Holdings EPS of -$0.37, revenue of $17.69B beats by $5.39B

[FSLR] Solar stocks shine after Trump extends China tariffs to polysilicon products

Solar stocks rose in premarket trading President Donald Trump announced fresh import restrictions on polysilicon products.