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How Chevron and Exxon Are Beating Big Tech Mid-2026
The S&P 500 is flat over the past week while Chevron jumps 6.2 percent and Exxon gains 3.6 percent. Lucas and Luna dig into why energy stocks are surging while megacap tech wobbles — and what that says about stock picking in a Fed-split environment. They examine the Strait of Hormuz disruption, the minutes showing Fed officials split on rate direction, and how oil majors' free cash flow yields now outshine most of the S&P 500. Lucas walks through his framework for evaluating oil stocks as income plays with cyclical upside, and Luna pushes back on whether this is just a commodity spike or…
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