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3 Energy Stocks Built for the AI Power Boom—And Beyond
Submitted by Bridget Bennett. Publication Date: 6/8/2026.
Key Points
- AI-driven electricity demand growth of roughly 3.5% annually through 2030 is making energy infrastructure companies compelling long-term investments, according to Oxford Club strategist Marc Lichtenfeld.
- Halliburton, Chevron, and HA Sustainable Infrastructure Capital each offer distinct exposure to the energy buildout, spanning oilfield services, integrated production, and renewable project financing.
- Chevron's acquisition of Hess Corporation and a gas supply deal with Microsoft position it as a defensive compounder with direct ties to AI data center infrastructure.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
The oil market has been making headlines, but the real story may not be geopolitical — it could be structural. As artificial intelligence drives unprecedented electricity demand, the companies keeping the grid running look increasingly like the best long-term energy plays available right now.
Marc Lichtenfeld, Chief Income Strategist at the Oxford Club, makes the case that energy has quietly become the picks-and-shovels story of the AI era. Just as the merchants supplying gold rush miners often outpaced the prospectors, the energy companies fueling today's data centers may ultimately generate more durable returns than the technology names drawing all the attention. With U.S. electricity demand forecast to grow roughly 3.5% annually through 2030, Lichtenfeld sees three stocks positioned to benefit — regardless of where oil prices settle.
Halliburton Is Drilling Into a Demand Surge
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Grab your free copy of the SpaceX Investing Blackbook todayHalliburton Company (NYSE: HAL) isn't the company pulling oil out of the ground. It supplies the equipment and personnel that make drilling possible, giving it a different risk profile than pure-play producers.
That positioning looks increasingly attractive. U.S. rig counts have been rising for the first time in years, and the political momentum behind domestic energy production is accelerating the cycle.
As oil companies expand drilling programs, they need equipment — and Halliburton gets paid either way.
The stock has been climbing steadily, not just spiking. Lichtenfeld notes that it has been in a sustained uptrend rather than a headline-driven pop, which he views as a sign of durable demand rather than speculative momentum.
The company has increased activity outside the Middle East, with a significant footprint in U.S. onshore fracking operations, limiting its exposure to regional conflict risk.
Lichtenfeld attributes earnings growth projections of roughly 23% for the current year to the company, with continued expansion into 2028. Even at those estimates, he notes the stock is trading at a modest multiple — and at 21X earnings on $40 per share, he sees a path to $60 without requiring an aggressive valuation assumption.
One important note: like most oilfield services companies, Halliburton tends to lag the broader oil cycle. Contracts take time to wind down, so even if energy prices pull back, the revenue pipeline stays relatively intact for months. That lag can be a feature for investors entering during a period of uncertainty.
Chevron Plays Defense While the Market Celebrates
Chevron Corporation (NYSE: CVX) is the kind of company that writes the checks Halliburton cashes. As one of the world's largest integrated oil producers, Chevron generates roughly 4 million barrels per day — around 4% to 5% of global output.
What makes the current setup compelling isn't just scale. Chevron completed its acquisition of Hess Corporation in mid-2025, giving it a stake in what Lichtenfeld describes as one of the highest-margin, lowest-cost oil fields in the world off the coast of Guyana. That acquisition is expected to boost margins, earnings, and free cash flow in the years ahead.
The company also recently signed a long-term gas supply agreement with Microsoft (NASDAQ: MSFT) to power data centers in Texas — a direct line into the AI infrastructure buildout that most traditional energy investors aren't fully pricing in.
Chevron derives less than 5% of its production from the Middle East, which limits its exposure to the geopolitical volatility currently rattling oil markets. Its dividend yield sits near 3.8%, and the company has a long track record of raising that payout annually. At roughly 7X forward free cash flow, the valuation appears reasonable to Lichtenfeld for what is ultimately a defensive compounder.
This isn't a stock built for explosive short-term gains. Lichtenfeld frames it as a portfolio anchor — something that quietly compounds over five to 10 years while absorbing volatility when higher-growth names hit turbulence. In a market where speculation is running hot, that kind of ballast matters.
HA Sustainable Infrastructure Capital Finances the Energy Transition
HA Sustainable Infrastructure Capital (NYSE: HASI) offers a different angle on the same theme. Formerly known as Hannon Armstrong Sustainable Infrastructure Capital, the company doesn't build solar or wind projects — it finances them, collecting interest from developers rather than generating energy revenue directly.
The renewables sector has largely shrugged off the policy headwinds coming from Washington, and Lichtenfeld thinks that makes sense. The demand for energy is simply too great for any single source to satisfy. Oil, gas, nuclear, solar, and wind all have a role to play, and capital is flowing accordingly.
HASI recently received an investment-grade credit rating upgrade to BBB-, which should reduce its cost of borrowing at a time when it's lending out capital at roughly twice what it pays to raise it. That spread — borrowing in the mid-single digits and deploying at around 10% — is the core of the business model, and a better credit profile could widen it further.
The portfolio is broadly diversified: more than 1,300 investments across 150 clients, with some contracts extending 30 years. That long-dated cash flow base supports both dividend sustainability and earnings predictability. Lichtenfeld notes that adjusted earnings per share grew roughly 10% in the most recent full year, and he sees double-digit growth continuing through 2028. The stock carries a roughly 4.4% dividend yield and, despite a near-doubling over the past year, trades at less than 12X its 2028 guidance.
It's more speculative than Chevron, and a shift in Washington policy in 2028 would represent a meaningful upside catalyst. For investors looking for energy exposure that isn't tied directly to the oil price cycle, HASI offers a distinct entry point.
The Energy Opportunity Hiding in Plain Sight
Energy doesn't need a geopolitical crisis to matter — it just needs the world to keep running. Whether the catalyst is AI data centers, a growing global middle class, or the eventual reopening of constrained supply routes, demand isn't going away. Halliburton captures the domestic drilling buildout, Chevron offers scale and stability with a direct line into AI infrastructure, and HASI provides exposure to the renewable financing side of the transition. The technology sector gets the headlines, but it's the energy companies keeping the lights on that may prove to be the more durable long-term bet.
Amprius Insiders Are Selling: Should Investors Be Worried?
Submitted by Thomas Hughes. Publication Date: 6/8/2026.
Key Points
- Broad-based insider selling by Amprius Technologies executives creates a price headwind, though the stock has risen approximately 3,000% since its late 2024 bottom.
- Analysts hold a Moderate Buy consensus on AMPX, with Clear Street's Street-high $33 target implying more than 40% upside from recent levels.
- A Q2 earnings report scheduled for early August, expected to show nearly 100% year-over-year revenue growth, represents the most visible near-term catalyst for the stock.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Amprius Technologies (NYSE: AMPX) insiders are selling in 2026, but wouldn’t you? The stock is up more than 3,000% since its late-2024 bottom, when the company’s outlook improved dramatically, providing ample incentive, if not a need, to sell.
Insider portfolios are heavily concentrated, need rebalancing, and can trigger taxes. In that kind of scenario, insider selling should be expected.
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Grab your free copy of the SpaceX Investing Blackbook todayThe key takeaways include broad-based selling among directors and C-suite executives, including the CEO and CTO. Other important details include activity spiking in Q4 2025, ramping in Q1 2026, and sustaining a record-setting pace in Q2. That creates a headwind for price action that could linger through year-end.
Why Not to Sell Amprius Technologies This Year
Insider selling creates a headwind for AMPX stock price action, but there are offsets, including institutional and analyst activity, catalysts in play, and the technical chart setup. Institutional interest remains low at just over 5%—an insubstantial figure—but it is rising. Institutions have been slowly accumulating shares over the trailing six quarters as they speculate on capacity ramp and backlog growth. Buyers are broad-based, including heavyweights like Bank of America, Janus Henderson, RBC, and California’s State Teachers' Retirement Fund.
Analyst activity is more obviously bullish, with MarketBeat tracking 10 analysts who currently rate the stock. While 10 analysts is not a robust level of coverage, it is enough to support a Moderate Buy rating. Within that group, 90% of the ratings are Buys, with the first June revision being an upgrade to Strong Buy from Clear Street. Clear Street pegs the price at $33, a new Street-high target that implies more than 40% upside from recent levels. A move to $33 would be especially significant because it would represent a fresh all-time high, well above the highs set during the IPO.
Q2 Earnings and the Long-Term Growth Story
Among the near-term catalysts is the upcoming Q2 earnings report. It is scheduled for early August and is expected to show nearly 100% year-over-year revenue growth. The likely outcome is that AMPX will outperform, given the business trends and its history of beating expectations 100% of the time over the past three years.
The more important information, however, will concern capacity, production volume, and backlogs, all of which factor into the longer-term outlook. That outlook suggests a hyper-growth compound annual growth rate exceeding 60% for at least the next six years, and it is likely to be cautious. AMPX silicon anode batteries offer significant advantages for users, including increased energy density, smaller size, lower weight, greater payload capacity, and superior range.
Technical Setup: Coiling for a Breakout
The technical setup is somewhat mixed, with a top reached in early Q2 but otherwise bullish trends. The takeaway in early June is that this market is winding up, with support rising and strengthening while insider selling and short interest cap gains. The question is what might trigger a new high, and the upcoming earnings report is the most visible catalyst. Potential catalysts also include new deals or orders, especially from U.S. defense-related channels.
Short-Interest Sets Stage for Volatility, Summer 2026
Short interest is a factor investors should not ignore. It has been running in the mid-teens, approximately 16% in late May, and is another headwind for price action. Interest will likely remain elevated until a catalyst emerges, and then it becomes a question of what kind of news is delivered. Trends suggest good news is coming down the pipe and may be enough to trigger short covering or a squeeze. In that scenario, a move to fresh highs could happen quickly.
What Could Go Wrong
The biggest risk for Amprius is execution. The firm relies on a contract manufacturing model, which presents hurdles, including those tied to manufacturing partnerships. Amprius has been working hard to expand its footprint, has numerous Korean facilities in its network, and is expanding in the United States. Recent news includes a partnership with Nanotech, an established U.S.-based battery manufacturer with active Department of Defense clearances.
Other risks include profitability and capitalization. The shift to contract-based manufacturing took pressure off the business, with more than $60 million in cash on the books, but risks remain. Delays or missteps will show up in the stock price. As it stands, adjusted profits are expected by year-end, with profitability improving sequentially throughout 2027.
The Demand Driver: A Drone Supercycle
Drivers for the stock price include drone demand. Drones are in a supercycle, underpinned by demand from defense and industry. Business wins include supplying batteries for Matternet’s autonomous drone delivery network and Nokia’s (NYSE: NOK) drone fleet. Drone battery demand is expected to grow at a high-single-digit CAGR over the foreseeable future, potentially surpassing $2.5 billion by 2030.
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