Zelenskyy Vows Refinery Strikes, Expresses Anger At US Intel Disruption
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
- NVDA NVIDIA+0.0%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor-0.0%
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML-7.1%
Chipmaking-equipment sales follow export rules
- AVGO Broadcom-6.7%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- AMD AMD+4.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| INTC | +9.21% | +3.28% | base | -2.84% | -8.50% | -6.22% | -6.58% |
| RTX | -1.14% | +0.14% | base | +0.28% | +4.03% | +3.03% | +3.70% |
| NVDA | +4.10% | +2.24% | base | -1.88% | -3.33% | -1.99% | -2.29% |
| TSM | +6.50% | +3.35% | base | -1.81% | -4.09% | -2.31% | -1.14% |
| ASML | +7.37% | +6.14% | base | +0.56% | -0.49% | -0.14% | -1.14% |
| AVGO | +3.96% | +2.44% | base | -0.59% | -5.10% | -3.38% | -3.43% |
| LMT | -2.71% | -1.91% | base | +2.07% | +5.77% | +5.03% | +5.10% |
| XOM | -4.76% | -2.71% | base | -1.27% | +1.15% | +0.71% | +0.51% |
| CVX | -4.74% | -3.18% | base | -1.22% | +1.31% | +1.08% | +1.61% |
| AMD | +8.73% | +4.09% | base | -1.54% | -7.39% | -5.80% | -6.42% |
| AMAT | +14.07% | +11.40% | base | -3.70% | -8.37% | -7.54% | -9.30% |
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.
Zelenskyy Vows Refinery Strikes, Expresses Anger At US Intel Disruption Radio Free Europe/Radio Liberty
Source: Radio Free Europe/Radio Liberty
Energy
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -3.70% | final price |
| AMAT | the next day | -8.37% | final price |
| AMAT | two days later | -7.54% | final price |
| AMAT | three days later | -9.30% | final price |
| AMAT | three days earlier | +11.40% | final price |
| AMAT | five days earlier | +14.07% | final price |
| AMD | that day | -1.54% | final price |
| AMD | the next day | -7.39% | final price |
| AMD | two days later | -5.80% | final price |
| AMD | three days later | -6.42% | final price |
| AMD | three days earlier | +4.09% | final price |
| AMD | five days earlier | +8.73% | final price |
| ASML | that day | +0.56% | final price |
| ASML | the next day | -0.49% | final price |
| ASML | two days later | -0.14% | final price |
| ASML | three days later | -1.14% | final price |
| ASML | three days earlier | +6.14% | final price |
| ASML | five days earlier | +7.37% | final price |
| AVGO | that day | -0.59% | final price |
| AVGO | the next day | -5.10% | final price |
| AVGO | two days later | -3.38% | final price |
| AVGO | three days later | -3.43% | final price |
| AVGO | three days earlier | +2.44% | final price |
| AVGO | five days earlier | +3.96% | final price |
| CVX | that day | -1.22% | final price |
| CVX | the next day | +1.31% | final price |
| CVX | two days later | +1.08% | final price |
| CVX | three days later | +1.61% | final price |
| CVX | three days earlier | -3.18% | final price |
| CVX | five days earlier | -4.74% | final price |
| INTC | that day | -2.84% | final price |
| INTC | the next day | -8.50% | final price |
| INTC | two days later | -6.22% | final price |
| INTC | three days later | -6.58% | final price |
| INTC | three days earlier | +3.28% | final price |
| INTC | five days earlier | +9.21% | final price |
| LMT | that day | +2.07% | final price |
| LMT | the next day | +5.77% | final price |
| LMT | two days later | +5.03% | final price |
| LMT | three days later | +5.10% | final price |
| LMT | three days earlier | -1.91% | final price |
| LMT | five days earlier | -2.71% | final price |
| NVDA | that day | -1.88% | final price |
| NVDA | the next day | -3.33% | final price |
| NVDA | two days later | -1.99% | final price |
| NVDA | three days later | -2.29% | final price |
| NVDA | three days earlier | +2.24% | final price |
| NVDA | five days earlier | +4.10% | final price |
| RTX | that day | +0.28% | final price |
| RTX | the next day | +4.03% | final price |
| RTX | two days later | +3.03% | final price |
| RTX | three days later | +3.70% | final price |
| RTX | three days earlier | +0.14% | final price |
| RTX | five days earlier | -1.14% | final price |
| TSM | that day | -1.81% | final price |
| TSM | the next day | -4.09% | final price |
| TSM | two days later | -2.31% | final price |
| TSM | three days later | -1.14% | final price |
| TSM | three days earlier | +3.35% | final price |
| TSM | five days earlier | +6.50% | final price |
| XOM | that day | -1.27% | final price |
| XOM | the next day | +1.15% | final price |
| XOM | two days later | +0.71% | final price |
| XOM | three days later | +0.51% | final price |
| XOM | three days earlier | -2.71% | final price |
| XOM | five days earlier | -4.76% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 73 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Nancy Pelosi bought Intel (INTC) (held by a spouse), worth $250,001 - $500,000 on 24 Jul 2026. That is 83 days before publication. Filed 21 Aug 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 14 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 22 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 6 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 23 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 51 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 69 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 20 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 days before publication. Filed 7 Oct 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
25 out of 100
“Zelenskyy Vows Refinery Strikes, Expresses Anger At US Intel Disruption” scores 25 out of 100. The score uses 2 sources.