XOM & CVX yield 2.6-3.6%, up 30% YTD. Dividends safe even at $67 oil, proving resilience.
Nvidia forecasts $1T AI sales by 2027, but stock pares gains. New chips aim to boost returns amid competition.
SK Hynix sees wafer shortage till 2030, expects >20% deficit. ADR listing eyed. DRAM prices to stabilize.
The Fed faces renewed inflation risks from the Middle East conflict as core PCE rises to 3.1%. Markets have sharply reduced expectations for rate cuts, with traders now seeing only a 47% chance of easing by December.
QSR jumps 3.2% on oil price drop, hitting a 52-week high. 5-yr return: 16.6%. Low volatility.
EPD & ENB offer steady yields (5.8%, 5.2%) bypassing oil price swings. Reliable cash flow, not commodity risk.
Oil dips, easing inflation fears. BTSG +3.1%, COLL +2.9%, PAHC +3.7%. PAHC up 37.2% YTD.
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