Middle East tensions have propelled the energy sector to lead the market as crude prices surge amid supply risks. Investors are rotating into Exxon Mobil and Chevron, while TechnipFMC offers strong upside.

Microsoft and Alphabet are pouring billions into AI infrastructure as capital expenditures soar to support cloud growth. Strong earnings beats reflect the payoff of these massive investments despite investor concerns over rising costs.

Nvidia sees institutional distribution as dark pool data reveals $14.2B in sell-side prints. Retail provides liquidity ahead of the GTC keynote while whales rotate out of the stock. Watch the critical $170 support level.

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