🇺🇸 🇮🇷 Daily news recap: Brent crude just topped $110 for the first time since May... and the oil market is betting this war gets worse. The traders moving billions of dollars through oil markets see intelligence most people never will, and the price they're paying
Published . Updated .
This report is about Defense and Energy. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.
Directly affected
Indirectly affected
- LMT Lockheed Martin+11.5%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.3%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-1.7%
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil+7.9%
Oil producers earn more when crude prices rise
- CVX Chevron+5.9%
Oil producers earn more when crude prices rise
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- BA Boeing-10.9%
Defense and aerospace orders move with conflict spending
- LHX L3Harris+2.1%
Defense contractors get more work when conflict spending rises
- HII Huntington Ingalls
Shipyards benefit when naval spending rises
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| PPLI | +5.35% | +4.57% | base | -0.83% | +1.35% | +0.36% | +2.18% |
| RTX | -3.75% | -3.88% | base | -0.96% | -0.32% | -1.20% | +0.34% |
| LMT | -7.26% | -5.46% | base | -0.70% | -0.63% | -0.05% | +6.87% |
| NOC | -6.73% | -4.68% | base | -1.82% | +2.72% | +3.79% | +6.22% |
| GD | -2.62% | -2.77% | base | -0.81% | +0.05% | +0.21% | +1.92% |
| XOM | -3.82% | -1.14% | base | -0.44% | -0.63% | -0.52% | -0.46% |
| CVX | -4.43% | -1.29% | base | -0.22% | +0.30% | +0.79% | +0.71% |
| ITA | -1.45% | -2.33% | base | -0.71% | -1.48% | -1.64% | -2.25% |
| BA | -0.30% | -2.89% | base | +0.68% | +0.13% | +1.16% | -1.34% |
| LHX | -4.14% | -4.40% | base | -1.84% | +0.12% | -0.28% | +2.31% |
| HII | -2.79% | -2.64% | base | -0.77% | +0.22% | +0.93% | +2.69% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
🇺🇸 🇮🇷 Daily news recap: Brent crude just topped $110 for the first time since May... and the oil market is betting this war gets worse. The traders moving billions of dollars through oil markets see intelligence most people never will, and…
Source: X
Energy
| Company | When | Move | Status |
|---|---|---|---|
| BA | that day | +0.68% | final price |
| BA | the next day | +0.13% | final price |
| BA | two days later | +1.16% | final price |
| BA | three days later | -1.34% | final price |
| BA | three days earlier | -2.89% | final price |
| BA | five days earlier | -0.30% | final price |
| CVX | that day | -0.22% | final price |
| CVX | the next day | +0.30% | final price |
| CVX | two days later | +0.79% | final price |
| CVX | three days later | +0.71% | final price |
| CVX | three days earlier | -1.29% | final price |
| CVX | five days earlier | -4.43% | final price |
| GD | that day | -0.81% | final price |
| GD | the next day | +0.05% | final price |
| GD | two days later | +0.21% | final price |
| GD | three days later | +1.92% | final price |
| GD | three days earlier | -2.77% | final price |
| GD | five days earlier | -2.62% | final price |
| HII | that day | -0.77% | final price |
| HII | the next day | +0.22% | final price |
| HII | two days later | +0.93% | final price |
| HII | three days later | +2.69% | final price |
| HII | three days earlier | -2.64% | final price |
| HII | five days earlier | -2.79% | final price |
| ITA | that day | -0.71% | final price |
| ITA | the next day | -1.48% | final price |
| ITA | two days later | -1.64% | final price |
| ITA | three days later | -2.25% | final price |
| ITA | three days earlier | -2.33% | final price |
| ITA | five days earlier | -1.45% | final price |
| LHX | that day | -1.84% | final price |
| LHX | the next day | +0.12% | final price |
| LHX | two days later | -0.28% | final price |
| LHX | three days later | +2.31% | final price |
| LHX | three days earlier | -4.40% | final price |
| LHX | five days earlier | -4.14% | final price |
| LMT | that day | -0.70% | final price |
| LMT | the next day | -0.63% | final price |
| LMT | two days later | -0.05% | final price |
| LMT | three days later | +6.87% | final price |
| LMT | three days earlier | -5.46% | final price |
| LMT | five days earlier | -7.26% | final price |
| NOC | that day | -1.82% | final price |
| NOC | the next day | +2.72% | final price |
| NOC | two days later | +3.79% | final price |
| NOC | three days later | +6.22% | final price |
| NOC | three days earlier | -4.68% | final price |
| NOC | five days earlier | -6.73% | final price |
| PPLI | that day | -0.83% | final price |
| PPLI | the next day | +1.35% | final price |
| PPLI | two days later | +0.36% | final price |
| PPLI | three days later | +2.18% | final price |
| PPLI | three days earlier | +4.57% | final price |
| PPLI | five days earlier | +5.35% | final price |
| RTX | that day | -0.96% | final price |
| RTX | the next day | -0.32% | final price |
| RTX | two days later | -1.20% | final price |
| RTX | three days later | +0.34% | final price |
| RTX | three days earlier | -3.88% | final price |
| RTX | five days earlier | -3.75% | final price |
| XOM | that day | -0.44% | final price |
| XOM | the next day | -0.63% | final price |
| XOM | two days later | -0.52% | final price |
| XOM | three days later | -0.46% | final price |
| XOM | three days earlier | -1.14% | final price |
| XOM | five days earlier | -3.82% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 24 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 24 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 47 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 78 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 24 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 45 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Chevron (CVX), worth $15,001 - $50,000 on 31 Jul 2026. That is 78 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 23 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $15,001 - $50,000 on 13 Aug 2026. That is 65 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 65 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Richard Dean McCormick sold L3Harris Technologies (LHX), worth $1,001 - $15,000 on 30 Jul 2026. That is 79 days before publication. Filed 14 Aug 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the energy case looks
12 out of 100
“🇺🇸 🇮🇷 Daily news recap: Brent crude just topped $110 for the first time since May... and the oil market is betting this war gets worse. The traders moving billions of dollars through oil markets see intelligence most people never will, and the price they're paying” scores 12 out of 100. The score uses 1 sources.