Iran Tensions Flare, AI Capex Doubts Deepen

Mine strikes near Hormuz and fresh US-Israel strike planning jolt oil markets just as investors turn skeptical on the payback from the AI infrastructure boom.

Daily market report for Oct 22, 2026, with the industry groups and stocks behind each story.

• Oil Tankers
• Crude Oil
• Aerospace & Defense
• Artificial Intelligence
• Venture Capital
• AI Infrastructure
• Power Generation
• China Market
• Emerging Markets
• Memory Chips
• Semiconductors
• Defense
• Magnificent 7
• Foreign Banks
• Homebuilders
• S&P 500
• Temporary Staffing
• Telecommunications
• Media & Entertainment
• Oil & Gas
• Refining
• Regional Bank
• South Korea Companies
• Japan Companies
• Gold
• Gold Mining
• Semiconductor Equipment
• United Kingdom Companies
• Consumer Electronics
• Digital Payments
• Electric Utilities
• Advanced Semiconductor Packaging
• Social Media
• Electric Vehicles
• Automotive
• Streaming Video On Demand
• FRO – Frontline Ltd
• INSW – International Seaways Inc
• VLO – Valero Energy Corporation
• NOC – Northrop Grumman Corporation
• GD – General Dynamics Corporation
• USO – United States Oil Fund
• AMD – Advanced Micro Devices Inc
• ORCL – Oracle Corporation
• GEV – GE Vernova LLC
• VST – Vistra Corp.
• BE – Bloom Energy Corp
• FXI – China Large-Cap (iShares)
• KWEB – CSI China Internet (KraneShares)
• MU – Micron Technology Inc
• SOXX – Semiconductor (iShares)
• LMT – Lockheed Martin Corporation
• RTX – RTX Corporation
• MSFT – Microsoft Corporation
• CRM – Salesforce.com Inc
• FXE – Euro Currency (Invesco)
• DB – Deutsche Bank AG
• XLF – Financial Sector (SPDR)
• RHI – Robert Half International Inc
• CMCSA – Comcast Corp
• CHTR – Charter Communications Inc
• XOM – Exxon Mobil Corp
• COP – ConocoPhillips
• OXY – Occidental Petroleum Corporation
• TLT – 20+ Year Treasury Bond (iShares)
• DHI – DR Horton Inc
• LEN – Lennar Corporation
• EWJ – Japan (MSCI, iShares)
• EWY – South Korea (MSCI, iShares)
• TSM – Taiwan Semiconductor Manufacturing
• GLD – Gold (SPDR)
• NEM – Newmont Goldcorp Corp
• LRCX – Lam Research Corp
• AMAT – Applied Materials Inc
• BCS – Barclays PLC ADR
• HSBC – HSBC Holdings PLC ADR
• AAPL – Apple Inc.
• MTCH – Match Group Inc
• LNG – Cheniere Energy Inc
• IEV – Europe (iShares)
• NVDA – NVIDIA Corporation
• AMKR – Amkor Technology Inc
• META – Meta Platforms Inc.
• AVGO – Broadcom Inc
• TSLA – Tesla Inc
• CHPT – ChargePoint Holdings Inc
• NFLX – Netflix Inc
• DIS – Walt Disney Company