U.S. Equity Outlook

Energy Sector: Mixed Earnings, Nuclear IPO Catalyst

Energy Sector: Mixed Earnings, Nuclear IPO Catalyst

Exxon missed on refining headwinds but production at 20-year highs; Chevron beat on oil profits. Oil-service earnings (Halliburton, SLB, Baker Hughes) upcoming. Westinghouse Electric plans a major IPO with a 10-reactor nuclear revival plan, a significant energy transition catalyst. Middle East tensions keep oil elevated.

Sources (2)
Updated Aug 1, 2026