Stock Movers Chevron Jumps, Nvidia Rises, Coinbase Higher After Goldman Upgrade
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Jan 5, 2026 Christina Quino, a Bloomberg market reporter, joins to analyze recent stock movements. She discusses how Chevron is poised to benefit from renewed US access to Venezuela’s oil, driving its shares up significantly. Quino also highlights Nvidia's anticipation of solid AI demand, coinciding with CEO Jensen Huang's keynote at CES. Additionally, Coinbase sees a surge after Goldman Sachs upgrades it, with subscription revenue rocketing from under 5% to 40%, showcasing its substantial growth potential.
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Chevron Poised For Venezuela Upside
- Chevron is positioned to benefit from renewed U.S. access to Venezuela's vast crude reserves because it's the only U.S. major still operating there under special permission.
- Realizing that value depends on huge rebuild costs and achieving political stability in Venezuela, which remains uncertain.
Huge Rebuild Costs Raise Investment Risk
- Rebuilding Venezuela's energy industry could cost upward of $100 billion, making investment decisions hinge on long-term political stability.
- Energy experts warn companies will hesitate to commit capital until they see credible stability assurances.
Nvidia's CES Moment Tests AI Demand
- Nvidia's CES keynote by Jensen Huang is a major investor and consumer-facing event to showcase AI products and test demand.
- Recent supplier reports and partner sales growth support expectations for sustained AI demand into coming quarters.