CNBC's "Fast Money" Energy Trade Heats Up… And Starbucks’ Stealth Move 6/11/25
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Jun 11, 2025 Crude oil prices are surging, driven by geopolitical tensions, sparking optimism for a breakout in the energy sector. Meanwhile, Starbucks is enjoying a stock surge, fueled by strategic decisions from its new CEO, who aims to overcome challenges in the Chinese market. There’s also buzz around quantum computing stocks following CEO optimism, alongside insights into market trends and the impact of potential U.S.-China trade deals. Investors are excited about these developments, driving a vibrant mood in the markets.
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Energy Sector's Potential Breakout
- Recent crude oil price gains hint at a potential breakout in the energy sector after a weak start to 2025.
- Despite geopolitical risks, market participants question if these gains can sustain given energy's small S&P weighting.
Shale Peak Supports Oil Prices
- U.S. shale production may have peaked, pushing prices upward as some drillers operate below break-even levels.
- Integrated oil companies offer appealing long-term dividend yields, reinforcing a bullish outlook.
Deregulation's Limited Energy Impact
- Deregulation could ease costs for energy infrastructure, potentially acting as a market catalyst.
- Yet, energy's low weight in indexes and passive flows limits its chances to lead major rallies.