We are entering the final innings of the 2025 financial year, and the U.S. stock market continues to defy bearish expectations. Nearly all 11 major sectors remain in positive territory; gold is surging, the dollar is sliding, and Bitcoin has roared back, even as job losses mount and the government remains partially shut down. Much of this resilience has been fueled by the ongoing AI-driven investment boom, which continues to reshape capital flows across industries from semiconductors to energy infrastructure. Yet the Energy sector has lagged. With…