How wars, sanctions, and global conflict move stocks, oil, and defense names.
Oil ripped higher today after President Trump told his team to prepare for an extended blockade of Iran. Brent crude jumped more than 6% to $118.33 a barrel by mid-day, the highest level since June 2022. WTI, the US benchmark, broke above $104. The peace track is dead for now, and the market is pricing it in.
Apr 29, 2026Day 60 of the war brought a shock from inside the oil cartel itself. The United Arab Emirates said it will withdraw from OPEC on May 1. Iran is sending a revised peace proposal to mediators. The Strait of Hormuz is still nearly empty. Here is what moved today and why it matters for your money.
Apr 28, 2026BP profits doubled on $111 Brent. GM absorbed up to $1 billion in Q1 tariff costs. One commodity, two very different stories.
Apr 28, 2026Day 59 of the war and the talks are stalling. Iran's foreign minister sat down with Putin today. The US said no to Iran's latest offer on the Strait of Hormuz. Oil ticked higher. Here is what moved and what it means for your portfolio.
Apr 27, 2026Five Magnificent Seven names report this week with $649 billion in combined capex to defend. The Strait proposal changes nothing until it does.
Apr 27, 2026The Iran war ceasefire is holding, but oil markets still cannot settle. New peace talks start tomorrow in Pakistan. Here is what moved today and what it means for your portfolio.
Apr 24, 2026Intel surged 20% after hours. Texas Instruments beat by 24%. Two semiconductor blowouts while Brent crossed $105.
Apr 24, 2026Two million Tesla owners just learned their car can't drive itself. Intel jumped on one sentence. Oil crossed $100 again.
Apr 23, 2026The two-week US-Iran truce expires tonight. Brent crude traded near $100 Tuesday, up 3% on the day. Peace talks in Islamabad are on the brink of collapse.
Apr 23, 2026The US seized an Iran-flagged cargo ship in the Gulf of Oman on Sunday. Oil jumped back near $88 a barrel. The two-week ceasefire expires tomorrow. Here is what…
Apr 21, 2026Iran shut the Strait again. The US seized a cargo ship. The ceasefire expires Wednesday and no one is at the table.
Apr 20, 2026Seven straight days of gains. The best week since November. And only nine ships made it through the Strait of Hormuz in the past 24 hours.
Apr 10, 2026The Dow’s best day since April 2025 lasted exactly one session. Iran is accusing the US of breaching the ceasefire, oil is bouncing back, and CPI lands tomorrow.
Apr 9, 2026Three days of unpriced news hit the tape this morning. A new Tuesday deadline, FOMC minutes Wednesday, and Delta earnings in a $112 oil world.
Apr 6, 2026The S&P just posted its best day since May. Oil gave back nearly $20 a barrel. And the ceasefire still does not exist.
Apr 1, 2026The Strait is technically open again. For some ships. Under conditions. And Iran's military says the war continues.
Mar 25, 2026The Dow just hit its 2026 low. Powell says he's not leaving. Here's what happened.
Mar 19, 2026A rate hike no one wanted, on the worst possible morning. Here's what moved.
Mar 17, 2026Oil hub struck over the weekend. Nvidia keynote at noon ET. Fed on Wednesday.
Mar 16, 2026The Strait stays closed, banks start cracking, and Adobe reports tonight.
Mar 12, 2026Futures dip, crude pulls back, and CPI is 24 hours away.
Mar 10, 2026Stocks are wobbling and inflation fears are back in focus.
Mar 9, 2026Plus Broadcom defies the selloff, the AI chip export story nobody is talking about, and Berkshire starts buying again.
Mar 6, 2026Iran said today the Strait of Hormuz is open for commercial vessels again. Oil fell hard. Stocks rallied to all-time highs. This is the biggest one-day market move since the war began in late February. If you hold energy, airlines, or defense stocks, your portfolio just shifted in a meaningful way. Here is what happened and what to do about it.
Apr 17, 2026President Trump announced a 10-day ceasefire between Israel and Lebanon today. It takes effect at 9 p.m. GMT. The deal comes as the U.S. naval blockade of Iran enters full enforcement, squeezing oil exports to zero by sea. For investors watching oil and defense stocks, this is the most meaningful shift in the conflict in weeks. Here is what changed and what it means for your portfolio.
Apr 16, 2026Eight straight weekly builds. WTI around $93. BAC and Morgan Stanley report into the strangest oil tape of the war.
Apr 15, 2026The US Navy started a full blockade of Iranian ports on Monday, April 13. WTI crude jumped 7.8% to $104 a barrel. Brent rose 7% to $102. Both benchmarks are now up 40% to 50% since the war began.Gas at the pump tells the same story. The US average hit $4.12 a gallon, up more than $1.20 since the fighting started, according to AAA.
Apr 14, 2026The S&P hit a post-war high the same day the blockade began. JPMorgan, Citi, and Wells Fargo walk into that tape.
Apr 14, 2026The U.S. Navy began blocking all ships entering and leaving Iranian ports this morning. Oil prices jumped above $100 a barrel within hours. This is the biggest escalation in a conflict that has now lasted 45 days.
Apr 14, 2026Navigating a Fragile Peace as the Blocked Strait of Hormuz Keeps Energy Markets on Edge
Apr 13, 2026The U.S. and Iran failed to reach a deal after 21 hours of face-to-face talks in Islamabad.
Apr 13, 2026The two-week ceasefire between the U.S. and Iran is already falling apart. If you were hoping oil prices and markets would calm down, hold off on celebrating.
Apr 13, 2026Four straight days of gains into a rejected ceasefire, FOMC minutes Wednesday, and the first CPI print with a full month of war-driven energy costs.
Apr 7, 2026A 45-day ceasefire proposal is on the table. Israel strikes Iran's largest petrochemical plant. Oil is still the market's biggest variable.
Apr 6, 2026