Geopolitics Alpha

Indian shares rise on Iran war talks, Reliance earnings beat

Published . Updated .

DEFENSEIndian shares rise on Iran wartalks, Reliance earnings beatGEOPOLITICS ALPHA

This report is about defense and oil.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF-6.6% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • USO United States Oil Fund+13.9% 30d

    United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story.

  • INDA iShares MSCI India ETF-5.0% 30d

    iShares MSCI India ETF holds stocks listed in India, which this story is about (“indian”).

  • XOM ExxonMobil Holdings+13.4% 16d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.

  • CVX Chevron+15.7% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.

  • COP ConocoPhillips+8.3% 30d

    ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITANo price data for this ticker———————
XARNo price data for this ticker———————
USO-1.54%-1.29%baseafter closeafter closeafter closeafter close
BWETNo price data for this ticker———————
INDANo price data for this ticker———————
XOM-1.45%-2.77%baseafter closeafter closeafter closeafter close
CVXNo price data for this ticker———————
COPNo price data for this ticker———————

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.

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Indian shares rise on Iran war talks, Reliance earnings beat Reuters

Source: Reuters

IShares U.S. Aerospace & Defense ETF (ITA) since “Indian shares rise on Iran war talks, Reliance earnings beat,” compared with the market

CompanyWhenMoveStatus
United States Oil Fund (USO)three days earlier-1.29%final price
United States Oil Fund (USO)five days earlier-1.54%final price
ExxonMobil Holdings (XOM)three days earlier-2.77%final price
ExxonMobil Holdings (XOM)five days earlier-1.45%final price

Trades by members of Congress and officials in the stocks in this story

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).

Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)

Companies mentioned with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Indian shares rise on Iran war talks, Reliance earnings beat.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

  • XAR Spdr Series Trust

    Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Indian shares rise on Iran war talks, Reliance earnings beat.” Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

  • USO United States Oil Fund

    In “Indian shares rise on Iran war talks, Reliance earnings beat,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story

  • BWET Amplify Commodity Trust

    In “Indian shares rise on Iran war talks, Reliance earnings beat,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story

  • INDA Ishares Tr

    For “Indian shares rise on Iran war talks, Reliance earnings beat,” Ishares Tr (INDA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI India ETF holds stocks listed in India, which this story is about (“indian”)

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Indian shares rise on Iran war talks, Reliance earnings beat.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

  • CVX Chevron

    Chevron (CVX) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Indian shares rise on Iran war talks, Reliance earnings beat.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

  • COP Conocophillips

    In “Indian shares rise on Iran war talks, Reliance earnings beat,” Conocophillips (COP) is linked, with no stored direction, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

How “Indian shares rise on Iran war talks, Reliance earnings beat” reaches IShares U.S. Aerospace & Defense ETF (ITA)

“Indian shares rise on Iran war talks, Reliance earnings beat” (2 Nov 2026) reaches IShares U.S. Aerospace & Defense ETF (ITA) through Defense.

What ties IShares U.S. Aerospace & Defense ETF (ITA) to the headline is this: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

Also listed, Spdr Series Trust (XAR): SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)

ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 209.72. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 227.38.

How solid “Indian shares rise on Iran war talks, Reliance earnings beat” looks

46 out of 100

“Indian shares rise on Iran war talks, Reliance earnings beat” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.