Earnings Report Card: Oil Is Quietly Reentering the Market Narrative
For the past two years, corporate America had basically stopped talking about oil. Earnings call after earnings call, executives were focused on AI, margins, consumer spending —…
Written byMatthew ClarkSource: Money & Markets
For the past two years, corporate America had basically stopped talking about oil. Earnings call after earnings call, executives were focused on AI, margins, consumer spending — the usual. Oil was barely an afterthought. Mentions of oil on S&P 500 Index calls had quietly drifted toward 15-year lows. Then, first-quarter 2026 changed everything. Suddenly, 149 […]
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