Geopolitics Alpha

Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune'

Published . Updated .

Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune'

Exxon stock has risen 18% since February, as Big Oil profits surge. Chevron stock is up 22%, and Valero is up 89%. Here's why.

Directly affected

  • XOM ExxonMobil Holdings+10.9% 15d

    Named in this report.

  • CVX Chevron+10.5% 30d

    Named in this report.

Indirectly affected

  • QQQ Invesco QQQ+0.9% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “hyperscaler” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-1.6% 30d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “hyperscaler” (AI and big tech) in this story.

  • USO United States Oil Fund+9.3% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • MSFT Microsoft+7.6% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “hyperscaler” (AI and big tech) in this story.

  • GOOGL Alphabet-18.8% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “hyperscaler” (AI and big tech) in this story.

  • AMZN Amazon.com-3.7% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “hyperscaler” (AI and big tech) in this story.

  • META Meta Platforms-6.1% 30d

    Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “hyperscaler” (AI and big tech) in this story.

  • COP ConocoPhillips+7.7% 30d

    ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XOM+0.03%-1.79%base+1.70%after closeafter closeafter close
CVX+0.78%-1.37%base+1.45%after closeafter closeafter close
QQQNo price data for this ticker———————
AIQ-1.03%+1.19%base-5.39%after closeafter closeafter close
USO+0.80%-2.73%base+1.27%after closeafter closeafter close
MSFT-1.13%+0.22%base-2.10%after closeafter closeafter close
GOOGLNo price data for this ticker———————
AMZN+1.73%+3.85%base-2.43%after closeafter closeafter close
METANo price data for this ticker———————
COP+0.55%-1.36%base+2.07%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune' Investor's Business Daily

Source: Investor's Business Daily

Price since this story was published: Invesco Qqq Trust, Series 1 (QQQ)

CompanyWhenMoveStatus
Global X Fds (AIQ)that day-5.39%still updating
Global X Fds (AIQ)three days earlier+1.19%final price
Global X Fds (AIQ)five days earlier-1.03%final price
Amazon Com (AMZN)that day-2.43%still updating
Amazon Com (AMZN)three days earlier+3.85%final price
Amazon Com (AMZN)five days earlier+1.73%final price
COPthat day+2.07%still updating
COPthree days earlier-1.36%final price
COPfive days earlier+0.55%final price
CVXthat day+1.45%still updating
CVXthree days earlier-1.37%final price
CVXfive days earlier+0.78%final price
Microsoft (MSFT)that day-2.10%still updating
Microsoft (MSFT)three days earlier+0.22%final price
Microsoft (MSFT)five days earlier-1.13%final price
United States Oil Fund (USO)that day+1.27%still updating
United States Oil Fund (USO)three days earlier-2.73%final price
United States Oil Fund (USO)five days earlier+0.80%final price
ExxonMobil Holdings (XOM)that day+1.70%still updating
ExxonMobil Holdings (XOM)three days earlier-1.79%final price
ExxonMobil Holdings (XOM)five days earlier+0.03%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Invesco Qqq Trust, Series 1 (QQQ)

Companies tied to this story

  • QQQ Invesco Qqq Trust, Series 1

    For “Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune',” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “hyperscaler” (AI and big tech) in this story

  • AIQ Global X Fds

    In “Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune',” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “hyperscaler” (AI and big tech) in this story

  • USO United States Oil Fund

    In “Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune',” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • MSFT Microsoft

    In “Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune',” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “hyperscaler” (AI and big tech) in this story

  • GOOGL Alphabet

    Alphabet (GOOGL) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune'.” Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “hyperscaler” (AI and big tech) in this story

  • AMZN Amazon Com

    For “Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune',” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “hyperscaler” (AI and big tech) in this story

  • META Meta Platforms

    Meta Platforms (META) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune'.” Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “hyperscaler” (AI and big tech) in this story

  • XOM ExxonMobil Holdings

    In “Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune',” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

How energy news reaches Invesco Qqq Trust, Series 1 (QQQ)

“Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune'” (30 Oct 2026) reaches Invesco Qqq Trust, Series 1 (QQQ) through Energy.

Invesco Qqq Trust, Series 1 (QQQ) is on the page because Invesco QQQ: it holds the big tech and AI names. Linked by “hyperscaler” (AI and big tech) in this story

Global X Fds (AIQ) is here too. Its reason reads: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “hyperscaler” (AI and big tech) in this story

Dates and price levels for Invesco Qqq Trust, Series 1 (QQQ)

AIQ traded between 61.70 and 67.40 across 17 sessions. The latest close on file is 62.94. QQQ traded between 701.18 and 762.84 across 18 sessions. The latest close on file is 715.42. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 168.21.

The energy score for Invesco Qqq Trust, Series 1 (QQQ)

46 out of 100Price not final

“Exxon Stock: As Hyperscalers Bleed Cash, Big Oil Rakes In 'A Freaking Fortune'” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.