QUICK SPARK: Diesel Squeeze Puts Valero Stock On Pace For Best Year Ever, Up 140%
Valero shares are up 140.6% in 2026, on pace for its best year ever; the diesel crack spread near $106 a barrel dwarfs gasoline's $31.
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Valero, Marathon Petroleum, HF Sinclair and Phillips 66 have gained for six consecutive weeks as diesel crack spreads hit an all-time record.
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Valero shares are up 140.6% in 2026, on pace for its best year ever; the diesel crack spread near $106 a barrel dwarfs gasoline's $31.
Brent topped $100 after US strikes on Iranian tankers. Refiners have doubled in 2026. Airlines, REITs and gold miners are on the wrong side.
Raymond James analyst Justin Jenkins maintains HF Sinclair (NYSE:DINO) with a Strong Buy and raises the price target from $105 to $140.
Nvidia CEO Jensen Huang reiterated his forecast that global AI infrastructure spending will reach $3-4 trillion by 2030. Despite Nvidia's massive growth (106% YoY revenue increase, 70% guidance for next year), much of this expected growth is already priced into the stock. Trading at a P/E of 27, the article argues Nvidia remains a buy given its market dominance, expanding addressable market, and diversification beyond GPUs into complete computing systems and strategic investments.