energy costs

S&P 500 earnings crush expectations with 27.8% EPS growth in Q1 2026. All 11 sectors beat estimates amid robust 3.5% GDP growth, though rising rates pose risks.

Mohawk Industries beat Q1 earnings at $1.90 EPS despite 8% sales decline, guiding Q2 EPS to $2.50-$2.60 amid residential weakness and inflationary pressures.

Mohawk Industries reports Q1 2026 earnings of $117M with $1.90 EPS; guides Q2 EPS at $2.50-$2.60 amid pricing actions and demand weakness.

Strait of Hormuz closure cuts global LNG supply by a fifth, triggering Europe's second major energy crisis in four years with stark implications for manufacturers and energy firms.

Law firm Johnson Fistel investigates O-I Glass after earnings miss revealed European segment profit collapsed to near-zero, prompting 20% stock decline and guidance cuts.

$FTAI Aviation surges 10.35% on U.S.-Iran ceasefire boosting aviation demand and data center infrastructure investment amid lower oil prices.

State Street warns Iran conflict poses greater economic threat than 2025 tariffs, with no diplomatic resolution in sight. Sustained energy disruptions could reignite inflation, favoring quality equities over growth.

Three factors threaten stocks in 2026: Middle East conflict disrupting oil supplies, persistent inflation complicating Fed policy, and rising energy costs squeezing AI profitability.

SoCalGas avoided $120M in costs during Winter Storm Fern using stored natural gas purchased at $3/decatherm instead of $30 market prices.

Oil prices above $100/barrel threaten AI infrastructure spending by raising energy and construction costs, risking investment delays and potential recession headwinds for tech stocks.

BlackRock CEO Larry Fink warns AI will eliminate white-collar positions but boost skilled trades, which grow 3x faster than average and offer six-figure salaries.

Oil prices surge past $100 per barrel amid geopolitical tensions, triggering cascading cost increases for groceries, airfares, and heating. Energy stocks lag commodity gains, suggesting investors expect temporary spike.

U.S. stocks fell 0.7-0.9% as oil spiked to $119/barrel on Iran tensions, but shallow selloff signals investor confidence in contained disruption.

Oil price volatility exposes AI data centers' fossil fuel dependency, accelerating investor interest in nuclear alternatives like Oklo and NuScale Power.

TSM shares fell 4.11% Thursday as Middle East conflict threatens semiconductor material supplies and raises energy costs, potentially slowing AI data center expansion.

Rising oil prices threaten Big Tech's AI data center margins as energy costs become the dominant operating expense. Repricing cloud services is risky in a competitive market.

Aluminum prices spike to 4-year highs at $3,418/ton after Middle East disruptions, exposing U.S. reliance on imports as domestic smelters dwindle and face power competition from data centers.

Tech earnings mixed with strong AI infrastructure gains. Anthropic secures $30B funding; robotaxi launches in Abu Dhabi. Regulatory scrutiny and energy concerns mount as AI expands.