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How ExxonMobil Is Outperforming Tech in Mid-2026
Lucas and Luna examine why ExxonMobil has surged 5.7% in the past five days while megacap tech stocks have struggled. They break down the factors driving oil majors' outperformance: geopolitical tensions in the Middle East, disciplined capital spending, and record free cash flow. Lucas explains how Exxon's $30 billion cost-cutting program and focus on shareholder returns have transformed it into a cash machine, while Luna questions whether the rally can last given pressure to transition away from fossil fuels. They also discuss how energy stocks have become a surprising source of…
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