Big Oil's Spending Caution: When Record Profits Don't Lead to Record Investment
Big Oil's Spending Caution: When Record Profits Don't Lead to Record Investment  
Podcast: InvestTalk
Published On: Tue Nov 10 2026
Description: Despite posting strong profits, major oil companies are holding back on aggressive new capital spending, sending a cautious signal about the long-term energy outlook and the future of fossil fuel investment. We unpack what this capital restraint means for energy supply, commodity prices, and the investors who rely on oil majors for dividends and returns.Today's Stocks & Topics: Ameresco, Inc. (AMRC), Marker Wrap, Walmart Inc. (WMT), Post-Midterms, Construction Partners, Inc. (ROAD), Nu Holdings Ltd. (NU), Big Oil's Spending Caution: When Record Profits Don't Lead to Record Investment, Dividends, The Procter & Gamble Company (PG), Colgate-Palmolive Company (CL), Tesla, Inc. (TSLA).Our Sponsors:* Check out Anthropic and use my code claude.ai/invest for a great deal: https://www.anthropic.com* Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com* Check out Quince and use my code INVEST for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands