Geopolitics Alpha

Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup

Published . Updated .

Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup marketscreener.com

Directly affected

  • No company is named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • FRO Frontline

    Longer voyages raise tanker earnings when ships avoid the Red Sea

  • XLE Energy Select Sector SPDR

    Energy prices move when a shipping lane is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC-1.90%+0.47%—-2.61%-4.21%-6.00%-6.72%
GSL+0.44%+0.38%—-0.12%-4.86%-7.24%-8.79%
LMT-0.43%-0.82%—-1.60%+1.95%+4.06%+7.83%
RTX———————
SBLK———————
GOGL+0.00%+0.00%—+0.00%+0.00%+0.00%+0.00%
FRO-10.86%-5.02%—-0.34%-5.00%-11.28%-11.40%
XLE———————

Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup marketscreener.com

Source: marketscreener.com

United States Gasoline Fund (UGA) since this story, compared with the market

Since the first closing price after “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup,” United States Gasoline Fund (UGA) is -1.70%. The S&P 500 fund (SPY) is -1.47% over the same days, a -0.23% difference versus the market. industrial stocks (XLI) is -1.14%, a -0.56% difference versus that group of stocks.

CompanyWhenMoveStatus
DACthat day-2.61%final price
DACthe next day-4.21%final price
DACtwo days later-6.00%final price
DACthree days later-6.72%final price
DACthree days earlier+0.47%final price
DACfive days earlier-1.90%final price
FROthat day-0.34%final price
FROthe next day-5.00%final price
FROtwo days later-11.28%final price
FROthree days later-11.40%final price
FROthree days earlier-5.02%final price
FROfive days earlier-10.86%final price
GOGLthat day0.00%final price
GOGLthe next day0.00%final price
GOGLtwo days later0.00%final price
GOGLthree days later0.00%final price
GOGLthree days earlier0.00%final price
GOGLfive days earlier0.00%final price
GSLthat day-0.12%final price
GSLthe next day-4.86%final price
GSLtwo days later-7.24%final price
GSLthree days later-8.79%final price
GSLthree days earlier+0.38%final price
GSLfive days earlier+0.44%final price
LMTthat day-1.60%final price
LMTthe next day+1.95%final price
LMTtwo days later+4.06%final price
LMTthree days later+7.83%final price
LMTthree days earlier-0.82%final price
LMTfive days earlier-0.43%final price
UGA
SPY
XLI

Red Sea, seven days against thirty

Red Sea has 101 linked stories in the last 7 days and 101 in the last 30 on the page that also carries “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup.” The recent pace is rising.

Companies in defense around United States Gasoline Fund (UGA)

Companies tied to this story

  • UGA United States Gasoline Fund

    For “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    For “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    For “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup,” Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • MOO Vaneck Etf Trust

    Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XME Spdr Series Trust

    Spdr Series Trust (XME) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    For “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IWM Ishares Tr

    For “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • HYG Ishares Tr

    In “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup,” Ishares Tr (HYG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Gasoline Fund (UGA) and the defense link

United States Gasoline Fund (UGA) is the company in “Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup,” the 12 Oct 2026 Red Sea story.

The link for United States Gasoline Fund (UGA) is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

A second company, iShares S&P GSCI Commodity-Indexed Trust (GSG), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

The price range for United States Gasoline Fund (UGA), and the dates in the story

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

How solid the defense case looks

46 out of 100

“Tech Down as Houthi Attacks Spur Inflation Worries - Tech Roundup” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.