Strait of Hormuz

VP Vance meets Qatar PM to discuss Iran negotiations, regional stability, and LNG markets amid $8.6B arms sales to allies.

Shell CEO warns global oil supply faces 1-billion-barrel shortage due to Iran conflict and Persian Gulf production collapse, expecting elevated prices through 2027.

US stocks rose after April jobless report beat forecasts with 115k positions added. Unemployment held at 4.3% as wage growth moderated amid easing Middle East tensions.

Stock futures rise Friday as Trump downplays Iran military exchange; tech stocks lead gains with mixed earnings. Markets await April jobs data and June Fed decision.

S&P 500 futures rally 0.41% after Thursday's 0.38% decline amid Iran tensions. Prediction markets bet 87% on higher opening ahead of April jobs report.

Tech stocks hit records as Nasdaq 100 climbs to 28,706; crude oil falls 3% on Iran Strait deal hopes. Major earnings swings drive individual stocks.

Project Freedom initiative and $8.6B arms sale to Middle Eastern allies boost RTX and Lockheed Martin, with RTX showing strong performance and $271B backlog.

Global helium shortage from Iran conflict disrupts AI chip production. Qatar's facility repairs could take five years, doubling prices and threatening semiconductor leaders like Samsung and SK Hynix.

US and Iran near agreement to end war and launch nuclear talks. Oil prices fall 7% as markets price in reduced geopolitical risk and potential sanctions relief.

S&P 500 rose 0.66% Tuesday as US-Iran tensions ease and Trump signals conflict containment within weeks. Oil prices retreat but remain elevated.

Chevron generates strong cash flow at $110 oil with resilience in $50-70 price ranges. Buy rating recommended despite 2027 price decline expectations.

Stock futures gain on Trump's Middle East plan; Duolingo drops 12.77% despite earnings beat due to weak guidance, while Pinterest surges 16.59%.

Wall Street declined midday as Strait of Hormuz tensions drove oil up 3%, while Micron surged 6% on AI demand. Berkshire Hathaway's record $408.4B cash signals caution.

Iranian strike disrupts 30% of global helium supply. Micron positioned better than Samsung and SK Hynix due to diversified sourcing and U.S. manufacturing.

S&P 500 ekes out 0.07% gain while Dow slides 0.22%; Trump's Hormuz security plan lifts oil 1.49%, fueling M&A-driven gains in eBay, Nebius, and Skycorp Solar.

Iran tensions will pressure airline profits for one quarter via fuel costs, warns White House official. Spirit Airlines collapses as creditors reject rescue plan.

U.S. stock futures advance as oil prices decline following Trump's Middle East shipping plan. Iran dismisses initiative; economists warn of recession risks.

Cameco positioned as premier uranium play amid global nuclear expansion, geopolitical tensions, and strong financials including 246% EPS growth.

U.S. gasoline prices surge 61% to $4.43/gallon since December, driven by Iran tensions and Strait of Hormuz uncertainty. Crude briefly hit $126/barrel, prompting Fed to signal potential June rate hikes.

Geopolitical tensions elevate MP Materials and Cameco as industrial stocks positioned for government-backed support amid supply chain security priorities.