Geopolitics Alpha

Stocks Rise as Crude Prices Fall and Bond Yields Stabilize

Published . Updated .

The S&P 500 Index ($SPX ) (SPY ) is up by +0.26% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.34%. December E-mini S&P futures (ESZ26 ) are up +0.24%, and December E-mini...

Directly affected

  • NDAQ Nasdaq

    Named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • XLI Industrial Select Sector SPDR

    A fund of industrial companies

  • CAT Caterpillar

    A large machinery maker

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NDAQ———————
XOM———————
CVX———————
OXY———————
COP———————
XLI———————
CAT———————
VLO———————
MPC———————
XOP———————
XLE———————

The S&P 500 Index ($SPX ) (SPY ) is up by +0.26% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.34%. December E-mini S&P futures (ESZ26 ) are up +0.24%, and Decemb…

Source: Nasdaq Markets

United States Oil Fund (USO) since “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize,” compared with the market

Since the first closing price after “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize,” United States Oil Fund (USO) is +7.21%. The S&P 500 fund (SPY) is +0.15% over the same days, a +7.06% difference versus the market. energy stocks (XLE) is +9.14%, a -1.94% difference versus that group of stocks.

USO
SPY
XLE

Official trades in United States Oil Fund (USO) around 25 Sep 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 tied to this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 25 Sep 2026 story “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize.” 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 “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize,” 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 “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize,” 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

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

    In “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize,” 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

  • AEIS Advanced Energy Industries

    Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize.” 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

    For “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize,” 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

    For “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. 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

  • BE Bloom Energy

    In “Stocks Rise as Crude Prices Fall and Bond Yields Stabilize,” Bloom Energy (BE) is linked, with no stored direction, medium confidence. Reason on file: GA selected BE 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

United States Oil Fund (USO) and the energy link

“Stocks Rise as Crude Prices Fall and Bond Yields Stabilize” (25 Sep 2026) reaches United States Oil Fund (USO) through Energy.

For United States Oil Fund (USO), the reason on file says Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

A second company, United States Brent Oil Fund (BNO), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Dates and price levels for United States Oil Fund (USO)

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.

The energy score for United States Oil Fund (USO)

46 out of 100

“Stocks Rise as Crude Prices Fall and Bond Yields Stabilize” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.