Oil Spike Collides With AI Capex Jitters

Hormuz tanker mine strikes send Brent crude to $118 a barrel just as disappointing hyperscaler earnings and a hawkish Fed hold rattle risk assets.

Daily market report for Oct 30, 2026, with the industry groups and stocks behind each story.

• Oil Tankers
• Crude Oil
• Japan Companies
• Gold
• Gold Mining
• Bitcoin
• Cryptocurrency Adjacent
• AI Infrastructure
• Semiconductors
• Regional Bank
• Homebuilders
• Magnificent 7
• S&P 500
• Industrial Equipment
• Cloud Infrastructure
• Foreign Banks
• Financials Sector
• Public Safety and Security
• Active M&A Strategy
• Israel Companies
• Refining
• FRO – Frontline Ltd
• VLO – Valero Energy Corporation
• XOM – Exxon Mobil Corp
• FXY – Japanese Yen (Invesco CurrencyShares)
• TM – Toyota Motor Corporation ADR
• GLD – Gold (SPDR)
• NEM – Newmont Goldcorp Corp
• MSTR – MicroStrategy Incorporated
• IBIT – Bitcoin Trust (iShares)
• AMZN – Amazon.com Inc
• INTC – Intel Corporation
• NVDA – NVIDIA Corporation
• TLT – 20+ Year Treasury Bond (iShares)
• JPM – JPMorgan Chase & Co
• DHI – DR Horton Inc
• GOOGL – Alphabet Inc Class A
• ORCL – Oracle Corporation
• CAT – Caterpillar Inc
• HD – The Home Depot Inc
• MSFT – Microsoft Corporation
• CRWV – CoreWeave, Inc. Class A Common Stock
• FXE – Euro Currency (Invesco)
• DB – Deutsche Bank AG
• AVGO – Broadcom Inc
• MS – Morgan Stanley
• ADT – ADT Inc
• ALLE – Allegion PLC
• EIS – MSCI Israel (iShares)
• ESLT – Elbit Systems Ltd
• USO – United States Oil Fund