Geopolitics Alpha

Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus

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Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus Yahoo Finance

Directly affected

  • NDAQ Nasdaq

    Named in this report.

  • IREN Iren

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NDAQ———————
IREN———————
LMT-0.61%-2.04%—+0.48%-1.13%+2.44%+4.55%
RTX———————
NOC-1.00%-1.50%—+0.86%+0.11%+3.08%+3.81%
XLE———————
GD+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
ITA+0.06%-1.47%—-0.28%-1.26%-1.17%+0.09%
XOM———————
CVX-2.61%-3.22%—+1.43%+2.75%+4.76%+3.48%
USO———————
WEAT———————

Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus Yahoo Finance

Source: Yahoo Finance

How far United States Oil Fund (USO) has moved since 12 Oct 2026

Since the first closing price after “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus,” United States Oil Fund (USO) is +5.04%. The S&P 500 fund (SPY) is -1.47% over the same days, a +6.51% difference versus the market. energy stocks (XLE) is +0.92%, a +4.13% difference versus that group of stocks.

CompanyWhenMoveStatus
CVXthat day+1.43%final price
CVXthe next day+2.75%final price
CVXtwo days later+4.76%final price
CVXthree days later+3.48%final price
CVXthree days earlier-3.22%final price
CVXfive days earlier-2.61%final price
GDthat day+1.14%final price
GDthe next day+0.35%final price
GDtwo days later+0.99%final price
GDthree days later+1.70%final price
GDthree days earlier-1.46%final price
GDfive days earlier+0.12%final price
ITAthat day-0.28%final price
ITAthe next day-1.26%final price
ITAtwo days later-1.17%final price
ITAthree days later+0.09%final price
ITAthree days earlier-1.47%final price
ITAfive days earlier+0.06%final price
LMTthat day+0.48%final price
LMTthe next day-1.13%final price
LMTtwo days later+2.44%final price
LMTthree days later+4.55%final price
LMTthree days earlier-2.04%final price
LMTfive days earlier-0.61%final price
NOCthat day+0.86%final price
NOCthe next day+0.11%final price
NOCtwo days later+3.08%final price
NOCthree days later+3.81%final price
NOCthree days earlier-1.50%final price
NOCfive days earlier-1.00%final price
USO
SPY
XLE

Official trades in United States Oil Fund (USO) around 12 Oct 2026

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).

United States Oil Fund (USO) on one side of this energy story

Companies mentioned with this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    For “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • BNO United States Brent Oil Fund

    In “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XLE Select Sector Spdr Tr

    In “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • EFOI Energy Focus

    Energy Focus (EFOI) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus.” Reason on file: GA selected EFOI as a RELATED security because its canonical security name directly matches this event's themes: energy, focus. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AEIS Advanced Energy Industries

    For “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMPY Amplify Energy

    In “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATO Atmos Energy

    Atmos Energy (ATO) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus.” Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How energy news reaches United States Oil Fund (USO)

United States Oil Fund (USO) is the company in “Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus,” the 12 Oct 2026 Energy story.

The link for United States Oil Fund (USO) is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

A second company, State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Dates in the story, and the United States Oil Fund (USO) price range

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.

How solid the energy case looks

46 out of 100

“Dow, S&P 500, Nasdaq Futures Climb After Oil In Focus As Trump Declares ‘Energy Ceasefire’ Between Russia And Ukraine: IREN, WFF, VSTM, CIFR Stocks In Focus” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.