Energy Chokepoints Multiply As Inflation Stays Sticky
Hormuz tolling, Saudi pipeline strikes and fresh Russia sanctions squeeze oil supply chains just as hot core PCE data keeps the Fed's rate path in question.
Daily market report for Sep 26, 2026, with the industry groups and stocks behind each story.
- Regional Bank
- Homebuilders
- Oil Tankers
- Refining
- Crude Oil
- Aerospace & Defense
- Defense Technology
- Defense
- Mortgage Lending
- S&P 500
- Technology Sector
- Gold
- Gold Mining
- Media & Entertainment
- AI Business Integration
- Shipping
- Base Metals
- Rare Earth Elements
- Critical Minerals
- Defense Industry
- Global Supply Chain
- Broadcasting
- Digital Media Platforms
- AI Software
- Big Data
- Upstream Oil & Gas
- Hydraulic Fracturing
- AI in Healthcare
- Drug Discovery
- Artificial Intelligence
- AI Infrastructure
- Space Systems
- Cybersecurity
- Software
- Automotive
- Consumer Discretionary
- TLT – 20+ Year Treasury Bond (iShares)
- DHI – DR Horton Inc
- JPM – JPMorgan Chase & Co
- FRO – Frontline Ltd
- VLO – Valero Energy Corporation
- STNG – Scorpio Tankers Inc
- USO – United States Oil Fund
- RTX – RTX Corporation
- LMT – Lockheed Martin Corporation
- XOM – Exxon Mobil Corp
- CVX – Chevron Corp
- XLE – Energy Select Sector (SPDR)
- BP – BP PLC ADR
- SPY – S&P 500 (SPDR)
- QQQ – NASDAQ-100 (Invesco)
- GLD – Gold (SPDR)
- NEM – Newmont Goldcorp Corp
- DIS – Walt Disney Company
- NFLX – Netflix Inc
- COP – ConocoPhillips
- SQM – Sociedad Quimica y Minera de Chile SA ADR B
- ZIM – ZIM Integrated Shipping Services Ltd
- MP – MP Materials Corp
- USAR – USA Rare Earth, Inc.
- NOC – Northrop Grumman Corporation
- WBD – Warner Bros Discovery Inc
- NWSA – News Corp A
- SNOW – Snowflake Inc.
- MSFT – Microsoft Corporation
- HAL – Halliburton Company
- GOOGL – Alphabet Inc Class A
- AMZN – Amazon.com Inc
- NVDA – NVIDIA Corporation
- RKLB – Rocket Lab USA Inc.
- OXY – Occidental Petroleum Corporation
- NAT – Nordic American Tankers Limited
- GDDY – Godaddy Inc
- GEN – Gen Digital Inc.
- EWG – Germany (MSCI, iShares)
- BABA – Alibaba Group Holding Ltd