Baker Hughes (NASDAQ:BKR) has repositioned itself around one of energy's biggest growth areas: the equipment and technology needed to produce and ship liquefied natural gas. As the world builds out its capacity to trade gas across oceans, and increasingly to power data centres, Baker …
In anindexdominated by technology, Diamondback Energy (NASDAQ:FANG) stands out as a pure bet on oil. As one of the largest independent producers in America's most prolific oilfield, its fortunes rise and fall with the price of crude, bringing a distinctive kind ofCommoditysensitivity into theNasdaq100.
● Fervo signed a 396-megawatt power deal with Google on 1 September 2026, the largest geothermal agreement to date, with an option to expand toward nearly one gigawatt by 2030.
● Prairie Operating grew second-quarter 2026Revenueto $98.9 million, up 45% year over year, though the reaction highlighted a working-capital deficit.
Brent crude rose to around $107.50 a barrel on Tuesday, near a four-month high, following a 1% gain in the previous session, asSupplydisruptions in the Middle East outweighed signs of progress toward a Russia-Ukraine energy truce.
TheNasdaqComposite is still shorthand for technology, but its energy and resources shelf has quietly become one of the more interesting places to watch in 2026. Five holdings that rarely appear in the same sentence, Icahn Enterprises (NASDAQ:IEP), Alliance Resource Partners (NASDAQ:ARLP), Chord Energy (NASDAQ:CHRD), …
● The EIA's September 2026 Short-Term Energy Outlook projects U.S. electricity sales rising from 4,135 billion kilowatt-hours in 2026 to 4,211 billion in 2027, driven by data centers and reshored manufacturing.
Venture Global, Inc. (NASDAQ:VG) shares dipped modestly at last closing. Venture Global is a large USLNGexporter and producer, operating aFacilityat Calcasieu Pass and the ramping Plaquemines facility in Louisiana, with a further facility under construction.
TOYO Co., Ltd (NASDAQ:TOYO) shares edged higher at last closing. TOYO is a solar photovoltaic manufacturer, making solar cells and modules, with primaryManufacturingin Vietnam and expansion into the United States.
Hallador Energy Company (NASDAQ:HNRG) shares climbed at last closing. Hallador is a legacy Indiana coal producer transitioning into a vertically integrated independent power producer, owning a generating station and pivoting toward selling dispatchable capacity and energy under long-term contracts.