Big move in the energy sector: During a Friday roundtable with oil executives, President Trump signaled that U.S. oil companies are ready to commit $100 billion toward revamping Venezuela's oil infrastructure. This kind of capital reallocation—especially at this scale—sends ripples through global markets. When capital flows shift toward traditional energy plays like this, it reshapes investor appetite across asset classes. Worth watching how this geopolitical pivot affects market sentiment in the coming weeks.