Betting on the U.S. stock market could play out because of the U.S. economy's weak dependence on imported oil

'Winners have become losers': war with Iran has caused capital to rotate back to the US

Morgan Stanley

Chevron Corporation

Exxon Mobil Corporation

The US has admitted that it is not yet capable of providing military escorts for tankers through the Strait of Hormuz

Stocks plummet, oil above $101, Iran further blocks tankers: results of the 13th day of war

Other analysts warn of a possible major correction

Goldman Sachs sees the potential for a rally in US stocks. What will push them up?

Earlier, Morgan Stanley warned that the Fed may postpone monetary policy easing

The market has little hope of a Fed rate cut this year. Oil prices are to blame

Bank revises oil forecasts for second time in two weeks due to threat of prolonged blockage of Strait of Hormuz

Oil at $150: Goldman Sachs says oil prices will return to 2008 peaks

Apple Inc.

Salesforce, Inc.

Microsoft Corporation

CrowdStrike Holdings, Inc.

Palo Alto Networks, Inc.

Check Point Software Technologies Ltd.

Palantir Technologies Inc.

Planet Labs PBC

Voyager Technologies, Inc.

ServiceNow, Inc.

Wedbush analyst Dan Ives named the top 10 tech stocks that he estimates are no longer threatened by the "soft apocalypse" and geopolitical tensions

"Taxi drivers have signaled": the main "technobabble" collected the top 10 stocks for the time of crisis

At issue is a ban on foreign tankers transporting oil between U.S. ports

U.S. to suspend century-old maritime law to curb oil prices

Iran's "strategy to create economic chaos in the Persian Gulf seems to be working," analyst says

Oil - $100, major U.S. indices lose 1% after Iran's new head of state speaks

Iran's new supreme leader Mojtaba Khamenei said the Strait of Hormuz should remain closed as "an instrument of pressure on the enemy," he said in a televised address <a href="https://www.reuters.com/world/iran-war-live-six-tankers-attacked-gulf-strait-hormuz-2026-03-12/">translated by</a> Reuters.

Strait of Hormuz must remain closed: Iran's new head - in first statement

CF Industries Holdings, Inc.

How a nitrogen fertilizer shortage propelled low-profile player CF Industries Holdings to the top of the U.S. broad market

The best performing stock in the S&amp;P 500 is up 20% since the war began. It's not tied to the oil market

The U.S. Navy is not yet ready to escort oil tankers through the Strait of Hormuz, strategically important for global supplies, the country's Energy Secretary Chris Wright <a href="https://www.cnbc.com/2026/03/12/energy-secretary-wright-says-us-not-ready-to-escort-tankers-through-strait-of-hormuz-yet.html">said</a> in an interview with CNBC. Such a possibility was not previously ruled out by President Donald Trump. But according to the head of the Energy Ministry, it is likely to appear only by the end of the month.

US not yet ready to escort tankers through the Strait of Hormuz - Energy Ministry

CarMax, Inc.

Carvana Co.

Activist investor Starboard Value has <a href="https://www.bloomberg.com/news/articles/2026-03-11/activist-starboard-is-said-to-build-350-million-stake-in-carmax">acquired</a>&nbsp;about $350 million worth of shares in CarMax, a mid-cap retailer of used cars. With the arrival of a new chief executive, the company faces a “timely opportunity to address fixable execution gaps and unlock CarMax’s full value potential,” the activist said.

Small caps