
Energy's Electrifying Trade: Iran & AI Tailwinds, CVX Options Trade
About this episode
Greg Halter offers his full-picture perspective on the energy trade after crude oil broke above $110 on Thursday's trading session. He sees the sector continuing to gain momentum beyond the U.S.-Iran War, especially with AI's hunger for electricity adding to demand. Greg notes Microsoft's (MSFT) $7 billion deal with Chevron (CVX) to power its data centers as a key example. George Tsilis turns to an example options trade for Chevron.
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