Daily Oil Fundamentals

You Cannot Ignore AI Stocks, but You Can Ignore Oil Stocks

31 Oct 2025

You Cannot Ignore AI Stocks, but You Can Ignore Oil Stocks

The cost of the AI buildout for Meta, the necessity to raise capital from a bond issue, and the amazing $35 billion Microsoft capex for the first quarter caused fleeting concern within the effervescent tech community. Whenever there seems a pause for thought surrounding AI, negative navel gazing is always interrupted by a bullish intervention which this time came from the results of Apple and Amazon after the bell.

Daily Oil Fundamentals

Macro Support, Oily Concerns

30 Oct 2025

Macro Support, Oily Concerns

Ebullient stock investors saw no reason to scale back their optimism or deviate from their ‘close-your-eyes-and-buy’ approach for the better part of yesterday. The macroeconomic backdrop has seemingly become increasingly encouraging as the US President, sweeping through the Far East, leaves trade deals with regional powers in his wake.

Daily Oil Fundamentals

It is Always Interesting Times for the FED

29 Oct 2025

It is Always Interesting Times for the FED

The US stock market rally continues to feed itself with the largesse of its tech sector. The world has become immune to the bandying around of so many zeroes, but the darling Nvidia now expects a staggering $500 billion of business over the next five quarters. Adding to the self-propelled hike in bourses was the announcement of a new agreement between Microsoft and OpenAI.