MarketPulse

geopolitics

11 articles
The Motley FoolThe Motley Fool··Todd Shriber

Chevron Eyes Iraqi Oil Prize as U.S. Counters Russian Influence

Chevron negotiates to operate two major Iraqi oilfields totaling 17.36 billion barrels, replacing Russian competitors and potentially reaching 6 million barrels daily by 2029.
CVXRussiaenergy sector
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Nuclear Surge Meets Valuation Reality: Cameco's 200% Rally Leaves Little Room for Error

Cameco rallies 200% as nuclear power gains favor, but 22x price-to-sales valuation versus 9x historical average suggests risks ahead for new investors.
CCJvaluationnuclear power
BenzingaBenzinga··Benzinga Staff Writer

Market Treads Water as Geopolitical Relief Meets Tech Earnings Beat

U.S. stock futures show mixed signals as Trump extends Israel-Lebanon ceasefire. Intel and SAP beat earnings; oil climbs to $97.15.
SAPINTCPGLNAICASTearningsstock market
The Motley FoolThe Motley Fool··Keith Noonan

Palantir Unveils 22-Point Vision for AI's Role in Global Power Competition

Palantir outlines 22-point strategic vision positioning AI as critical to great power competition, emphasizing defense and surveillance applications as essential to national security.
PLTRAIdefense technology
BenzingaBenzinga··Mohd Haider

Trump Seeks Iran Deal as Pentagon Pushes Auto Giants Into Defense Production

Trump administration pursues Iran talks while Pentagon urges Ford and GM into military production amid geopolitical tensions.
FFpBFpCFpDGMgeopoliticsTrump
BenzingaBenzinga··Eva Mathew

S&P 500 Eyes Record Heights as Oil Plunges and Iran Talks Loom

S&P 500 surged 1.18% to 6,967.38 on easing oil prices and Iran deal hopes. Bank earnings and inflation data could sway Wednesday's direction.
BACBACpBBACpEBACpKBACpL+22inflationFederal Reserve
The Motley FoolThe Motley Fool··Leo Sun

Energy Giants Poised for Decade-Long Growth as AI, Cloud Demand Surge

Chevron, Enbridge, and Vistra offer decade-long growth opportunities as global electricity demand surges 40% from AI, cloud computing, and EV adoption.
METAENBCVXVSTdividend stockslong-term investing
The Motley FoolThe Motley Fool··Leo Sun

ExxonMobil Surges 30% on Oil Rally: Can $XOM Climb Another 10% in 2024?

ExxonMobil surges 30% in 12 months on elevated oil prices. Stock could gain another 10% if prices hold, supported by Permian and Guyana growth.
XOMCVXPermian Basindividend stocks
Investing.comInvesting.com··Bridget Bennett

Defense Sector Enters 'Super Cycle' as AI Drones Reshape Military Economics

Geopolitical tensions and autonomous drone technology are accelerating defense spending cycles from years to 1-2 years, with 2027 projected as breakout year for revenue scaling.
NVDADPROdefense spendinggeopolitics
BenzingaBenzinga··Stjepan Kalinic

Commodity Cycles Shrinking as Geopolitics, Energy Transition Reshape Markets

McKinsey study finds commodity cycles shrinking due to geopolitics, energy transition, and AI trading. Global trading EBIT fell to $69B in 2025 from $72B in 2024.
PBDsupply chaingeopolitics
Investing.comInvesting.com··Jeffrey Neal Johnson

Nuclear Energy Demand Surges Amid Geopolitical Shifts and AI Power Needs

Nuclear energy demand surges due to geopolitical tensions and AI data center power needs. Major companies like Meta and Cameco are securing long-term nuclear supply agreements.
METACCJVSTnuclear energydata centers