The Strait of Hormuz disruption could keep oil prices elevated longer than a typical supply shock due to shipping/insurance constraints, limited SPR flexibility, and already-tightening fundamentals. ExxonMobil and Devon Energy could translate higher oil into outsized free cash flow, including Exxon’s advantaged production and LNG ramp and Devon’s Coterra merger synergies plus a potential dividend step-up.
Source: https://www.fool.com/investing/2026/03/18/prediction-oil-wil…
AWS just delivered its best quarter in more than three years. Google Cloud grew at nearly a 50% pace in Q4.
Here is how Innovative Solutions and Support, Inc. (ISSC) and Outdoor Holding Company (POWW) have performed compared to their sector so far this year.
The S&P 500’s tilt toward growth and tech stocks means there is still strong growth potential ahead from the AI trade. Its balanced exposure to several other sectors ensures that it can capture outperformance from other areas of the market should conditions change.
