One of the Best-Performing S&P Sectors Has an AI Story Nobody Is Telling

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Meet Luke Lango From late 2022 through late 2025, the U.S. active rig count dropped by one-third – but Permian production jumped 18%, and Appalachian production rose 10%, with the lower 48 ...

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Oilfield services stocks are flashing bullish, and most investors aren't watching.","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"标准普尔表现最好的板块之一有一个无人讲述的人工智能故事","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/790d2ccd05c2717601ea16011f45a21d","symbols_score_info":{"META":1.59,"NVDB":0.6,"NVDX":0.6,"FBYY":0.6,"NVYY":0.6,"AMZD":0.6,"AZYY":0.6,"3NVD.UK":0.6,"NVD":0.6,"CHAT":1.51,"NVDY":0.6,"NVDL":0.6,"ANV":0.6,"NVII":0.6,"FBL":0.6,"XOMO":0.6,"AMZU":0.6,"XOM":1.61,"NVDD":0.6,"AMZP":0.6,"07788":0.6,"AMZW":0.6,"AMZY":0.6,"NVDU":0.6,"NVDS.UK":0.6,"07388":0.6,"AMZN":1.59,"NVDA":1.59,"AMZZ":0.6,"NVD3.UK":0.6,"XOMZ":0.6,"NVDQ":0.6,"METU":0.6,"NVDG":0.6,"NVDW":0.6,"METD":0.6,"NVDO":0.6,"NVDS":0.6,"USAW.SI":0.6,"DIPS":0.6,"SNVD.UK":0.6,"METW":0.6,"NVD2.UK":0.6,"FBY":0.6,"XOMX":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6},"content_text":"Meet Luke Lango\t\t\n\n\n\n\n\nFrom late 2022 through late 2025, the U.S. active rig count dropped by one-third – but Permian production jumped 18%, and Appalachian production rose 10%, with the lower 48 states setting a new monthly production record for crude oil. AI-driven efficiency is driving that paradox.\nOne 2024 program drilled nearly 50% faster than a manual crew. A well in Ecuador saw an AI system make 25 automated course corrections along a single section. And machine-learning models now flag pressure imbalances 10-12 minutes earlier than conventional tools.\nOf the 58 energy equipment and services stocks tracked by the Power Gauge rating system, 26 carry a bullish or better rating – a sector-wide signal that the AI-driven efficiency story is showing up in fundamentals, not just headlines.\n\n\n\n\n \n\nSource: Golden Dayz / Shutterstock.com\n\n\n\nListen to the audio version of this article (generated by AI).\n\n➕ Follow Luke on X\n📺 Check out our podcast: Being Exponential\n\n\nEditor’s Note: If you read Joe Austin‘s piece yesterday, you know the argument: the real AI money isn’t where everyone’s looking.\nToday he’s back to prove it again, this time in a different industry entirely.\nSame thesis, new terrain — and the opportunity is just as overlooked. Joe and Marc Chaikin are laying out the full picture on Wednesday, June 24, when they’ll debut the first AI-powered tool Chaikin Analytics has ever built.\nBut charter access is limited, so reserve your spot while you can.\nNow here’s Joe…\n\nThe search for oil and gas never stops. And it never looks the same.\nOn Alaska’s North Slope, rigs operate in some of the most punishing conditions on Earth. In winter, temperatures routinely drop well into the negatives. Around the winter solstice, daylight can last as little as two hours a day.\nThe enemy is the environment. Low light, brutal cold, and encroaching sea ice shut down operations for nearly half the year. When your drilling window is that short, every hour counts.\nMeanwhile, thousands of miles south, drillships in the warm waters off Guyana operate over the Stabroek Block — a deepwater tract that ExxonMobil Corp.’s (XOM) CEO has called one of the biggest oil discoveries in nearly two decades. The water here can be more than 6,000 feet deep before you even reach the oil reservoir. \nEverything costs a fortune, and nothing stops. The day rate for drillships runs between $400,000 and $500,000 per day.\nThen there’s the U.S. shale patch.\nIn the Permian Basin and the Marcellus Shale, the challenge isn’t weather or day rates. It’s doing more with less. From late 2022 through late last year, the active rig count in the lower 48 states dropped by about one-third.\nBut over that same period, Permian production jumped 18%. Appalachia production increased 10%. And last July, the lower 48 states set a new monthly production record for crude oil.\nFewer rigs. More oil. That’s efficiency — and AI is driving it.\nThese are three environments with very different problems. But the solution is always the same: better technology. And right now, that means AI.\nAI Is Reshaping Oil and Gas Drilling In Real Time — and the Results Are Measurable\nAcross the oil and gas industry, AI is reshaping how wells get drilled.\nThe basic machinery has been around for decades: a derrick to support the drill string, a rotary system to spin the bit, a hoist to raise and lower equipment, and a circulation system to pump drilling fluid in and out of the hole. But what happens inside those systems has changed dramatically.\nSensors in the drill string now send live data up from the bottom of the hole while drilling is still underway. That gives engineers a real-time read on rock type, pressure, and well direction. Software tracks mud weight and chemistry in real time, catching pressure warning signs before fluids start flowing into the well uncontrolled.\nDirectional drilling lets crews bend the well path underground to reach targets thousands of feet away — making it possible to drill multiple wells from a single surface location. And as each section is drilled, it gets lined with steel casing and cemented in place. Evaluation tools verify the cement has set before the crew moves deeper.\nFor years, skilled operators and engineers managed all of this by reading data, making judgment calls, and adjusting on the fly. Now, AI is taking over that work. And the results are measurable.\nThe AI Revolution That’s Already Happening Where Nobody’s Looking\nSurface systems no longer just follow preset rules. They learn from live well data, make decisions, and adjust drilling parameters faster and more consistently than any human can. In one 2024 drilling program, an AI-driven system drilled nearly 50% faster than a manual crew.\nDownhole, AI now interprets data from drilling tools in real time and adjusts the well path automatically — keeping the bit in the most productive zone without waiting for a geologist to weigh in. At a well in Ecuador, an AI system made 25 course corrections along a single well section, each in seconds. That well became one of the best producers in the country.\nOn the fluids side, machine-learning models can flag signs of a pressure imbalance 10 to 12 minutes earlier than conventional monitoring tools. And cement evaluation models that once required a specialist to manually read complex acoustic logs now run automatically, faster, and with better accuracy.\nThis is what physical AI looks like. It’s not a chatbot or a software upgrade. It’s machines making real-time decisions in conditions where a human mistake costs millions of dollars — or worse.\nWhere the Investing Opportunity Is: A Sector Flashing Bullish That Many Investors Are Ignoring\nMany of the companies driving this transformation fall under the energy equipment and services industry. These aren’t household names. They’re not the Nvidias or the Microsofts that get discussed on financial television every day.\nBut they’re doing something just as important: they’re making one of the world’s most capital-intensive industries dramatically more efficient. And the Power Gauge — Marc Chaikin’s 20-factor stock rating system — currently rates this corner of the market as “strong.”\nOf the 58 stocks in the energy equipment and services industry that the Power Gauge tracks, 26 carry a “bullish” or better rating. Only one gets a “bearish” or worse.\nI’ve spent 40 years on Wall Street. And I’ll tell you — when a less-obvious sector lights up like this, it’s worth paying attention.\nThe AI opportunity isn’t just in the big infrastructure names. It’s in the companies using AI to transform physical industries — oil and gas, mining, manufacturing, power generation. These are trillion-dollar industries that are just beginning to feel the full impact of what this technology can do.\nA New Tool for Finding the Next Generation of AI Winners \nHere’s the challenge: Finding the right stocks in these less-covered corners of the market is hard. There’s no shortage of companies claiming AI capabilities. The question is which ones have the real financial and technical momentum behind them — and which ones are just along for the ride.\nThat’s a problem Marc has spent his entire career trying to solve. And on June 24, we’re unveiling the most powerful tool he’s ever built to do it.\nIt’s called the Time Machine. It’s Chaikin Analytics’ first-ever AI-powered platform — and it works by scanning decades of market history to find stocks today whose fundamental and technical fingerprints match the early profiles of stocks like Nvidia Corp. (NVDA), Amazon.com Inc. (AMZN), and Meta Platforms Inc. (META), just before they made their biggest moves.\nIn backtesting, it surfaced stocks that went on to deliver gains of 995%, 1,406%, and 3,804% — all while the “seed” stocks they were matched against posted far more modest returns.\nThis is the first time Marc and I have shown this to anyone outside of Chaikin Analytics. Charter membership spots are limited, and this offer won’t be repeated.\nIf you want to be among the first to access the Time Machine — and see which stocks it’s flagging as the next generation of potential 10X winners — the first step is to reserve your spot for our free event on June 24.\nFolks who sign up now get early beta access to the Time Machine before June 24, so you can start exploring the platform right away. No purchase required. Get on the list for that free broadcast here.\nThe oil and gas AI story is just one example of what the Time Machine is designed to find. The opportunity is much bigger than any one sector.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\n Luke Lango\nEditor, Hypergrowth Investing\n\n\nMeet Luke Lango\nBy uncovering early investments in hypergrowth industries, Luke Lango puts you on the ground-floor of world-changing megatrends.\n\n\n\n\n\t\t\t\tLearn more about Luke\t\t\t\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/hypergrowthinvesting/2026/06/one-of-the-best-performing-sp-sectors-has-an-ai-story-nobody-is-telling/.\n©2026 InvestorPlace Media, LLC","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2645274390","isCrawlerRequest":true}