Group 1 - SLB N.V. is highlighted as a significant stock in the S&P 500, gaining 26% in January, making it a strong performer in the energy sector [1] - The company's performance is seen as a good proxy for the broader energy sector, despite skepticism regarding oil prices due to political policies [1] - SLB provides technology and services for the energy sector, including solutions in field development, hydrocarbon production, carbon management, and energy system integration [3] Group 2 - The company delivers technologies for well construction, reservoir evaluation, drilling, and production optimization [3] - There is a belief that certain AI stocks may offer greater upside potential compared to SLB, indicating a competitive landscape in investment opportunities [4]
Jim Cramer on SLB: “Very Positive Outlook When They Reported Recently”