Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

It's always good to be with you. Today is Monday, January 5th. I'm Julie Morgan. A shake-up in Venezuela has an impact on energy.

Taiwan semi is in the green, and Samsung makes a bold AI move.

Crude oil is largely unchanged in early trading while stock index futures are in the green.

This comes after the U.S. operation in Venezuela over the weekend that removed President

Nicholas Maduro from Caracas.

The incursion prompted Washington to signal it would

assume control over the country. According to analysts at Goldman Sachs group, the possibility that

Venezuela could eventually restore some of its oil production following the removal of Maduro

may add longer-term downward pressure on global crude prices. In a note published on Sunday,

analysts said any rebound in Venezuelan output would likely be limited and slow, citing years

of underinvestment and deteriorating infrastructure. Significant gains they added would require

strong incentives to attract large-scale upstream capital.

Goldman left the 2026 oil price outlook unchanged, forecasting average prices of $56 a barrel for Brent

crude and $52 for West Texas intermediate.

Analysts warned that the prospect of higher Venezuelan supply in the longer

term adds to downside risk for prices beyond 2027, particularly when combined with recent production

growth in Russia and the U.S. Meanwhile, among the biggest gainers in pre-market trading are Halliburton

and SLB, which are both up 8% as of the time of

this recording. Shares of Chevron, which is operated in Venezuela under an American exemption,

are also ahead by 7% while ConocoPhillips and Valero advanced 6%. Other gainers include Marathon Petroleum, Occidental Petroleum, and ExxonMobil.

Shares of Taiwan's semi are up 3% in pre-market action after finishing 5% higher on Friday.

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