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These chip stocks could extend historic gains by rallying over 110%, according to Nomura
Source: CNBC Top · 2026-05-18
Full article text is available in the Catalayer news terminal.
CATALAYER AI PUBLIC BRIEF
Summary
ENERGY SUPPLYMEDIUM
Event (importance: medium). KB match (energy_supply): "21-hour trading: Europe expands energy window as L". Affected sectors: energy. Primary variables: energy_prices, transportation_costs, equity_valuations. Causal chain: Increased oil discoveries in the Gulf of America leads to increased drilling activities in the region → Increased drilling activities lead to increased demand for drilling services and equipment, benefiting companies like Halliburton and Schlumberger.
Market Impact
▲Bullish· Moderate magnitude
Key variables: energy prices, transportation costs, equity valuations of energy-related stocks
Affected sectors: Energy, Drilling & Exploration Services, Oil & Gas Equipment & Services
Market Prediction
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