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The ‘Munificent 7’: Why energy stocks are the best way to play the AI build-out, says former Goldman strategist

economy MarketWatch By Jules Rimmer Fri, 15 May 2026 11:08:00 GMT 1 min read
The ‘Munificent 7’: Why energy stocks are the best way to play the AI build-out, says former Goldman strategist

The commodity complex is in a structural bull market, and capital should be flowing away from the companies desperate for commodities and towards those who have them, argues Jeff Currie.

The commodity complex is in a structural bull market, and capital should be flowing away from the companies desperate for commodities and towards those who have them, argues Jeff Currie.

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