CHIP STOCK SELL-OFF Nvidia, AMD stocks fall as new Biden export rules weigh on sector Munich - Delayed Quote • EUR Allianz Global Investors Fund - Allianz Income and Growth (23M0.MU) Follow 188.94 0.00 (0.00%) As of 9:16:53 AM GMT+1. Market Open. Related ETF News Energy stocks take 'early lead' in 2025 as natural gas shines Energy stocks started the new year with a bang as January proves to be a robust month for oil and gas. 'Drill, baby, drill' should allow US to 'keep a lid' on oil prices Oil (CL=F, BZ=F) prices are decreasing, with Exxon Mobil (XOM) and Shell (SHEL) shares ticking down as they respectively cite narrowing refining margins and slowing natural gas (NG=F) sales. On Market Domination, Tortoise senior portfolio manager and managing director Rob Thummel discusses the valuation of top energy companies while addressing the mantra behind Republican leaders and President-elect Donald Trump's stance on US oil, better known as "Drill, baby, drill." "We have a significant amount of reserves across the US. And so what? Drill, baby drill means to me is that when we need it, we'll be able to drill more and produce more," Thummel explains. "But the goal will be to keep inflation moderated, and keep oil and natural gas prices at moderate levels so that they just don't get out of control." Thummel also highlights that geopolitical tensions between the US and Iran under a Trump 2.0 administration could put a further strain on oil pricing: “If you sanction Iran then and actually apply the sanctions, you're going to have a basically less oil supply because the result will be lower exports of crude oil from Iran — which basically takes supply off of the market." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch Constellation Energy nearing $30B deal with Calpine: BBG Energy company Constellation Energy (CEG) nears a deal worth $30 billion with major electricity generator Calpine, according to Bloomberg. Market Domination hosts Julie Hyman and Josh Lipton review what could be a major play in the energy sector. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan. Nvidia, bitcoin, energy sector: Market takeaways Yahoo Finance Markets and Data Editor Jared Blikre joins Asking for a Trend to review takeaways from the trading day, including Nvidia's (NVDA) pullback, bitcoin's (BTC-USD) fall from $100,000, and the energy sector's (XLE) gains. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Naomi Buchanan. Biden’s oil, gas offshore drilling ban faces a Trump reversal President Biden’s offshore oil (CL=F, BZ=F) and gas (NG=F) drilling ban challenges President-elect Donald Trump’s energy agenda. Now, a reversal could take years, Clear Street Senior Research Analyst Tim Moore tells Market Domination hosts Julie Hyman and Josh Lipton. After seeing the sector underperform, Moore says oil and gas stocks are expected to surge in 2025 due to regulatory easing under a second Trump administration. "They [the Trump administration will] remove a lot of red tape. We expect that will... bring out some new drilling projects on lands," Moore explains. "And we also want to emphasize the Trump administration has come out with rhetoric and statements that... they want to secure energy. They want the US to be the leader in production and development of oil and gas in the whole world." Moore also highlights solar energy as a key growth area, with a company like Sunrun (RUN) as a top pick for him. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch 2025 is a 'big year for nuclear': Why Vistra and Talen are top picks Constellation Energy (CEG) is in focus after the company secured a $1 billion government contract to supply power to numerous governement agencies. The record-setting deal comes as Big Tech companies turn to nuclear energy to power artificial intelligence (AI) data centers. Jefferies managing director of US power, utilities, and clean energy research Paul Zimbardo joins Catalysts with Seana Smith and Madison Mills to discuss his outlook for the nuclear energy space in 2025. "I think 2025 is going to be a big year for nuclear, both [for] existing nuclear as well as new nuclear," Zimbardo says, explaining, "And it comes back to a topic that we've been following closely. It's just the power demand from data centers, and AI is accelerating." The analyst says related stocks still have room to run, with Vistra (VST) and Talen Energy (TLN) as his top picks. While there may be some concerns among investors that President-elect Donald Trump's policies could be negative for nuclear energy, Zimbardo notes the nuclear shift comes from the necessity for more power for AI data centers. "There's no real options besides the existing nuclear plant. If you want to add your data centers in the next five to seven years." Zimbardo expects hyperscalers like Microsoft (MSFT), Alphabet (GOOG, GOOGL), Amazon (AMZN), and Meta Platforms (META) to continue to acquire nuclear power as well as "all of the players in large size as well." Catch Yahoo Finance's full interview with Goldman Sachs' Carly Davenport on the role regulated utilities will have in building out the energy infrastructure for AI data centers. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan. Commodity ETF (USCI) Hits New 52-Week High This Commodity ETF hits a new 52-week high. Are more gains in store for this ETF? Biden releases hydrogen tax credit. Nuclear energy stocks rise. A number of nuclear energy providers and generators — including Oklo (OKLO), NuScale Power (SMR), and Nano Nuclear Energy (NNE) — are seeing their shares take off after the Biden administration eased their tax credit rules for clean hydrogen producers. Market Domination's Josh Lipton and Josh Schafer weigh in on this news as many nuclear and clean energy companies are positioning themselves to build out the next phase of the AI revolution. Catch Yahoo Finance's full interview with Goldman Sachs' Carly Davenport on the role regulated utilities will have in building out the energy infrastructure for AI data centers. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan. Regulated utilities positioned to drive AI infrastructure expansion Vistra (VST) and Constellation Energy (CEG) saw massive gains in 2024 as the next phase of the so-called AI Revolution looks to build out the infrastructure for data centers, starting with an energy grid capable of supplying and powering them. "As we think about this theme, there's so much investment that's going to be needed to prepare a system that hasn't seen power demand growth in over a decade, to be able to actually connect all of these facilities to the grid," Carly Davenport, Goldman Sachs Vice President in Global Investment Research covering US utilities (XLU), tells Madison Mills on Catalysts. "So we think the regulated utilities are very well positioned to do that, and we think it's going to drive an expansion in their capital investment." Davenport also speaks about investment opportunities seen in NextEra Energy (NEE) and the potential for nuclear energy to power the AI infrastructure set up by President Biden's Inflation Reduction Act (IRA). To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Luke Carberry Mogan. After Blockbuster 2024, Gold ETFs to Sparkle Further in 2025 After the best year in nearly 15 years, gold is set to shine more in 2025. Investors should bet on these ETFs. As we head into 2025, these ideal investments for retirees have almost never been this attractive “Real” yields aren’t often this high. Investors Sell Gold ETFs for Fourth Year Even With Fed Easing (Bloomberg) -- Investors sold off gold-backed exchange-traded funds for a fourth straight year in 2024 despite a backdrop of repeated record high prices and the start of monetary easing by the Federal Reserve.Most Read from BloombergIs This Weird Dome the Future of Watching Sports?NYPD Seeking Gunmen After 10 People Wounded Outside Queens VenueDetroit’s Michigan Central Is the Building Revival Story of 2024Burned Out Parents Need Better Public SpacesA Commuting Resolution for 2025: Ride Your Loc Natural gas prices jump on colder winter predictions Natural gas (NG=F) prices climbed during Monday's trading session as investors respond to forecasts predicting colder-than-expected January temperatures. Interactive Brokers Chief Strategist Steve Sosnick joins Market Domination hosts Julie Hyman and Josh Schafer to examine what this signals for the broader energy sector in 2025. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Angel Smith 10 charts that tell the story of markets and the economy in 2024 Here's why the S&P 500 is on track to rise more than 20% in two consecutive years for the first time since the late 1990s. Up 29% Year to Date, Can Gold Outperform the S&P 500 Again in 2025? With a 28.7% year-to-date (YTD) return, gold is slightly outperforming the S&P 500's (SNPINDEX: ^GSPC) 26.6% YTD gain. Here are some factors that can drive the price of gold, the role gold can play in a diversified portfolio, and different ways to invest in gold. Gold is a commodity, so the price can move based on several macroeconomic factors. Energy stocks are ending 2024 flat. Here are the big winners. The Energy Select Sector SPDR Fund (XLE) is ending 2024 almost exactly where it started. But there were some big winners in the year. Yahoo Finance Senior Business Reporter Ines Ferré joins host Akiko Fujita on Market Domination to review the energy sector's performance in 2024 and discuss the stocks that are ending the year higher. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch Is VTIPX a Strong Bond Fund Right Now? MF Bond Report for VTIPX BlackRock Muni ETF Used Blockchain to Buy Bonds iShares’ MEAR was first to use JPMorgan system, buying Quincy, Mass. debt in April. Is VTAPX a Strong Bond Fund Right Now? MF Bond Report for VTAPX 2025 Market Outlook & Investment Strategies We discuss the market outlook and best ETF ideas for 2025.