oil prices

Elon Musk launches Terafab, a $25 billion joint venture between Tesla, SpaceX, and xAI to build vertically integrated semiconductor factory producing 1 terawatt of annual AI computing power.

MPLX LP offers 7.3% dividend yield with $5.8B annual cash flow, insulated from oil volatility through fee-based midstream operations and 1.4x coverage ratio.

US mortgage rates hit 6-month high of 6.38% as Iran tensions drive oil prices higher, raising inflation concerns. Fed expected to maintain steady rates through 2026-2027.

S&P 500 rebounds after Thursday's 1.74% decline as Trump delays Iran strikes to April 6, signaling de-escalation and boosting market sentiment.

U.S. stock futures fell amid Iran tensions and rising oil prices, though Unity Software surged 15% on strong Q1 earnings while Southland Holdings plunged 34%.

Wall Street economists are raising recession risk assessments to 30-48.6% amid Middle East tensions and surging oil prices, which threaten to pressure consumers and corporations.

Oil above $100 amid geopolitical tensions makes $OXY and $CVX attractive inflation hedges through 2026, backed by strong North American operations and limited Middle East exposure.

Energy sector investing demands selective subsector exposure rather than broad bets. Refiners outperformed while E&P lagged as oil dynamics shifted post-Iran tensions.

OECD projects U.S. inflation will reach 4.2% in 2026 amid energy shocks, with Federal Reserve maintaining elevated rates through 2027, complicating economic outlook.

Royal Caribbean delivers record Q4 results with 35% EPS growth, benefiting from premium positioning. Fuel hedging covers 60% of 2025 exposure, mitigating geopolitical risks.

BlackRock CEO Larry Fink warns AI will eliminate white-collar positions but boost skilled trades, which grow 3x faster than average and offer six-figure salaries.

Economist Peter Schiff warns of impending financial crisis after February import prices surged 1.3% and export prices rose 1.5%, annualizing to inflation rates of 16.8%-19.6% amid Iran tensions.

S&P 500 futures down 0.41% Thursday as traders await jobless claims data and monitor Iran tensions, though prediction markets favor modest opening gain.

Energy stocks surge on Iran tensions as oil volatility reshapes markets. $CVX, Valero, and $ENB offer 2-5.1% yields with distinct risk profiles across production, refining, and infrastructure.

U.S. markets rebounded March 25 on semiconductor optimism and Iran peace reports. S&P 500 rose 0.54%, Nasdaq gained 0.77% despite YTD losses.

Middle East tensions push Oman crude to record $173/barrel, benefiting U.S. energy stocks while exposing Europe's depleted gas reserves—gold and energy equities emerge as key investment opportunities.

S&P 500 flashes rare oversold buy signal with perfect 15-year accuracy rate, targeting 7,500 by year-end. Technical setup, analyst upgrades, and attractive valuations support rally potential despite near-term macro risks.

$INTC surges 8% on geopolitical ceasefire hopes and positive AI sector sentiment from Arm's processor announcement, though analysts caution investors should focus on Intel's own execution.

Trump claims ceasefire progress with Iran, but Tehran denies talks and sets incompatible conditions. Prediction markets assign just 15-37% odds of deal by mid-April.

Trump's 15-point Iran peace plan sparks hopes for ceasefire, lifting war-battered airline, cruise, and mining stocks down 17-33% from peak prices.