Good Afternoon, AI may be the headline, but energy is what keeps it running. And that’s where Oxford Club strategist Marc Lichtenfeld is looking right now. Because while investors chase the fastest-moving tech names…the companies powering that growth may be setting up for a much longer-term opportunity. Oil prices have pulled back from their recent spike. Peace headlines are moving the market. And energy stocks have cooled off a bit. But Marc says the bigger story hasn’t changed: AI needs massive amounts of power. Data centers need electricity. Tech giants need reliable fuel. And the global economy still needs oil, gas, renewables, and infrastructure to keep expanding. 
In this conversation, Marc shares 3 energy stocks he believes are worth watching now, including:
A picks-and-shovels oil services company tied to U.S. drilling growth A dividend-paying energy giant with exposure to AI data centers A renewable infrastructure stock that has quietly doubled over the past year The timing is interesting. Because these stocks aren’t just conflict trades. They’re tied to something much bigger: long-term energy demand. Click here to see the 3 energy stocks Marc believes could help power portfolios beyond the current headlines. Happy investing, Bridget Bennett
MarketBeat P.S. Marc also put together a free report with 12 dividend stocks he believes can help support a portfolio through different market conditions. You can get that report here.
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