domestic oil production Archives

Storm-battered “Physical AI” data center connected to a power grid, illustrating AI infrastructure, resilient energy systems and 24/7 computing reliability.

The “Physical AI” Economy: Compute, Energy and Resilience Move to Center Stage During This Weekend’s nor’easter & Beyond -( $AMZN $MSFT $NVDA $ORCL $PSKY $SOC $QCOM )

by John F. Heerdink, Jr. September 27, 2026 417Views 0Likes

Wall Street’s latest AI conversation is becoming less about clever chatbots and more about the decidedly unglamorous work of power, chips, networks, security and uptime. That shift may be constructive for investors: it broadens the AI opportunity from a small club of…

U.S. Oil’s Next Bull Market May Be Refined, Not Drilled -( $COP $CVX $EPD $MPC $PSX $SOC $XOM )

by John F. Heerdink, Jr. September 1, 2026 239Views 0Likes

The White House’s current focus on gasoline prices is turning Wall Street’s attention toward a less glamorous, but potentially more investable, part of the energy chain: the infrastructure that turns crude oil into usable fuel and gets it to market. For many,…

Sable Offshore: California’s Oil Restart Gets a Washington Tailwind -( $SOC $XOM )

by John F. Heerdink, Jr. August 13, 2026 353Views 0Likes

Sable Offshore Corp. (NYSE: SOC) is shaping up as one of the more unusual—and potentially compelling—U.S. energy turnaround stories: a concentrated, infrastructure-backed restart of offshore California oil production just as domestic supply security has returned to the policy conversation. The latest catalyst…

Tag: domestic oil production

The “Physical AI” Economy: Compute, Energy and Resilience Move to Center Stage During This Weekend’s nor’easter & Beyond -( $AMZN $MSFT $NVDA $ORCL $PSKY $SOC $QCOM )

U.S. Oil’s Next Bull Market May Be Refined, Not Drilled -( $COP $CVX $EPD $MPC $PSX $SOC $XOM )

Sable Offshore: California’s Oil Restart Gets a Washington Tailwind -( $SOC $XOM )

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